Person Accounts: PA 101 for New Admins
Person Accounts: PA 101 for New Admins
Join us to gain a fundamental Administrator's knowledge of how to configure business requirements related to Person Accounts. Best practices will be shared around creating fields for humans-versus-buildings, managing different record types, reporting on these objects, filtering results for specific needs, enhancing edit functionality with PA List Views, and managing campaigns with multiple objects involved. This session will be special because it will be jam packed with technical configurations, but it will always bring it back to the end-user training perspective.
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