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Accounts

Accounts


  • Accounts can be business organizations, educational institutions, awards or honors, or advisory boards.
    • Contacts have their own administrative account, but we do not store any information on the account level of a contact. 
      • Make sure all information for a contact gets added to the contact record, not the account record.

Business Organizations

  • Shared report with full list of business organizations in Salesforce here.
    • Before creating a new business account, please review the list of existing business organizations.


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