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Accounts in Salesforce

Accounts in Salesforce

What You’ll Learn

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What Is Accounts In Salesforce? 

Great businesses are built on great customer relationships. Building those relationships takes time and care, and it also requires information. You need to know who your customers are, where to find them, how to contact them, and how you can make them happy.

An Account is a business entity, it’s a company. We need insight into our business and our data and that starts with the people we’re doing business with. We can store information about our customers using accounts and contacts. Accounts are companies that we’re doing business with.

An Account is an organization that is a qualified potential customer, an existing customer, a partner, or a competitor or has a relationship of similar significance. Accounts should be created for organizations (companies, nonprofits, foundations), Individuals.

The account is the glue that holds the relationships (contacts) and interactions (activities, opportunities, cases, etc.) with an organization. The standard Salesforce account is configured for B2B (business-to-business) relationships.

One Account = One Organization

A business account is a combination of contacts and accounts. We also have Person accounts in Salesforce which are used by B2C organizations. Person accounts are oriented toward doing business with persons while others are with companies. To use Person accounts we can enable it from the setup of our org by sending a request to Salesforce and if Salesforce approves it, the changes will get reflected in the org and we also cannot revert it. 

One Person account = One Person

  1. Person and business accounts have a few important differences:
  2. Person accounts are forever. After they’re turned on, we can’t turn them off.
  3. If our organization uses both business accounts and personal accounts, we’ll have to select which type of account we’re creating whenever we add an account.
  4. Person accounts can’t have contacts.
  5. Person accounts don’t have an account hierarchy.
  6. We can’t get account insights for person accounts (but we can associate person accounts with social network profiles by using the Social Accounts, Contacts, and Leads feature).

What Are The Important Fields In Salesforce Account Objects?

1. Parent Account

This is a self-relationship field. It relates 2 accounts to each other. The parent account is selected from the lookup dialog and the one on which the field exists is the child account. A parent account can’t be a child of itself.

2. Account Name

The name of the company or the person (in case of person accounts) with whom we are doing business.

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What Are The Objects Related To Accounts?

1. Account Team

Account teams provide a method to document the roles of multiple users in the management of a single account.

An account team is a team of users who work together on an account. Account Teams help multiple users to better collaborate on accounts by defining a role for each team member, setting record-level access individually, and viewing teams in list views and reports. An account team can be built for each account.

To display Account Team-related lists on accounts we need to enable it (setup menu > Account Teams > Enable Account Teams). When selecting an account team member, specify the role that the person plays on the account.

Depending on our sharing model, we can specify each account team member’s level of access to the account and any contacts, opportunities, or cases associated with that account. That way, we can give some team members read-only access and others read/write access.

We can also set up a default account team that includes the people who we normally work with on our accounts. We can edit the Team role picklist according to the assigned roles.

We can only add users as team members on the account team.

2. Partners

Partner accounts are Salesforce accounts that a channel manager uses to manage partner organizations, partner users, and activities when using a partner site or partner portal. A channel manager who owns a partner account can access all the data associated with the partner account and the associated partner users.

It shows all the partners (another account) involved with that account. The account can’t be partnered with its own account. One account can be a partner with different accounts with their respective roles. These roles can be edited by the system administrator in the setup menu.

For Example, We have a network service provider account and a service provider can have different Installation partner accounts associated with it in different cities and a single Installation account can have more than one service provider. Therefore we can say that there is a many-to-many relationship between Account and Account.

3. Contacts

One of the most important things you need to know about a company is who works there and how to reach them. In Salesforce, the people who work on your accounts are called contacts. 

In Account and Contact, we have a lookup relationship between them. Even then also we have cascade delete functionality provided by Salesforce. 

4. Opportunities

Opportunity records track details about deals, which accounts they’re for, and the number of potential sales.

In Account and Opportunity, we have a lookup relationship between them. Even then also we have cascade delete functionality provided by Salesforce. 

  1. An account can’t be deleted if it is associated with some case or contract.
  2. If we delete the account, then contacts & opportunities related to it will also be deleted.
  3. If we delete the parent account, then the child’s account will not be deleted.


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