Salesforce Training: Account and Contact Management

This video provides training on using accounts and contacts in Salesforce and the Nonprofit Starter Pack (NPSP).  After watching this video, you should be able to do the following:

  • Search for contacts and accounts
  • Add a new individual contact
  • Add a new organization
  • Add a new organization contact
  • Organize contacts into households
  • Add an organizational affiliation to a contact
  • Add a relationship between contacts
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