Summary
In this article you will learn how to Create and Update Contact Roles and Relationships as well as convert a Lead Record into a Contact Record and assign it to the appropriate Parent Account.
Prerequisites
- Laptop
- Browser
- Access to Salesforce
Instructions
Step 1: Navigate to https://cpspharm.my.salesforce.com
Step 2: If prompted sign in using your CPS email and password.
Step 3: After signing in you will be brought to the home page of your default Salesforce App.
Step 4: You have now accessed to Salesforce!
Conclusion
You have successfully learned how to Create and Update Contact Roles and Relationships as well as convert a Lead Record into a Contact Record and assign it to the appropriate Parent Account.