Accounts / Clients

Account Tab

Account Insights in Salesforce:

• In Salesforce, you use accounts to store information about the customers or people you do business with we can create a account record with 5 different offices those are populated while creating a new account.
  

• By default, if you create any account record in Salesforce, it will be assigned to you as the primary agent or account owner. This gives you access to the record so that you can make changes in the future.
  

• You were able to edit the Account record only if you the Account Owner or Primary agent else the system will immediately show the message You don't have permission to edit
  

• We can create multiple Contact record under Account.

• If an account record is created on JTS then the same record will be reflected on Salesforce within or after 5 mins.

• Once a new account is created, only administrators have the ability to delete it.

• Accounts that have already been created by other users can be searched and viewed by using the search bar or selecting the office under Lists in Accounts tab

Create new Account

1. On account tab you can see list of Account records and you can select list views as record Type

   

2. To create a new Account from Account tab using New button. Select the office and click on next button

   

   Complete all mandatory and any additional optional fields if necessary, then click the 'Save' button

   

   Now, a new account entry will be added and visible on the Account tab

Change Account Owner

To reassign your account record to someone else, you can use an option that allows you to do so. First, open the record and click on the change owner button under Account Owner . Then, select the user you would like to reassign and click on the 'Change Owner'.
Note: Once you change the owner of the record, you will lose control of it, which means you won't be able to edit the record anymore.
To gain access an account record learn more

Create a new contact

This can be achievable while creating a new Account. Confused? 😕

Let's see how it actually works:
When creating a new account record, make sure to fill out the primary contact details. This will allow Salesforce to create a contact for you in same account.

Not sure how to create a new Account? Click here

Agent change Request

If you want to gain access to an account or obtain a record from the account owner, use the 'Agent Change Request' button.
This will trigger an email to salesforce@johansontrans.com with the subject line REQUEST: Agent change inside SalesForce Account and cc'd to you, informing them that you would like to become the owner of this record.

Credit check request

To generate an Experian credit score report, click the Credit Check Request button. This will send an email to the JTS financial department, who will generate the report for you.

Exploring the Features and Functionality of Accounts

There are many actions that can be performed on an account. Let's explore some of them:

There are two ways to edit a record: you can use the 'Edit' button located under the 'Actions' menu, or click on the pencil icon next to each field.

Let's take a look at a panel that is located within an account record.

Details - This tab displays the fields of the account record.
Contacts - This tab displays all contacts associated with the account record.
Loads - This tab shows all loads related to the account.
Related - This tab will potentially will display the related items like Notes, Contacts, Loads, Files, Quotes, etc...
News - After signIn with twitter then all the information that is related to the account record name will be retrived from Twitter
ZoomInfo - ZoomInfo is a third-party integration with Salesforce that provides extensive information about the company, including contact details, top executives, news, and more...

Are you currently sending emails to customers through Outlook in the old-fashioned way? After you have read this, you may consider stopping this practice:

Learn how to send emails from Outlook through Salesforce 💖

First we need to make a connection between the salesforce and outlook?🤨 Don't panic😫 just follow the below steps:

1. Open any account record
2. On the right hand side click on email icon under activity
3. To establish a connection, click the Yes, Connect office 365 button. If you're already signed in to your Outlook account on the browser, the connection will be established immediately, and the page will refresh. Otherwise, please log in with your Outlook account on the login screen.

Indeed, it is a simple and uncomplicated process? 🥰

Shall we proceed with sending your first email from Salesforce? 😀

Compose an email from the account record and click the send button, the email will be saved to both the account record and Outlook's sent folder.

                                            or

Clicking on the email address within the email field will automatically bring up a pop-up for composing an email.

Activity

In the Activity section, users can view various types of activities such as Notes, Tasks, sent Emails, Events, and Log a call.
Additionally, users can create new activities directly from the List view. It's worth noting that the system stores the activity history indefinitely, ensuring that users can always refer back to past interactions and events.

Upcoming

Account Fields

• Explain Fields on Account
• When does it say JTS Org (when someone doesn’t have a salesforce account, it will say JTS Org in Account Owner, but Primary Agent will list the name of the owner)
• What the customer ID field is and what the Corporate Id fields are

How to see how much business with done with a client