Standard objects from Salesforce:

Accounts

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  • Organizations that you need to track, such as customers

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  • Have related contacts, opportunities and cases

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  • Accounts to other objects: one to many relationships

Contacts

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  • Individuals associated with your accounts

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  • Have related cases

Opportunities

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  • Potential sales associated with your accounts

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  • Make up your pipeline and forecasts

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  • Associated with contacts

Cases

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  • Customer feedback, problems, or questions

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  • Associated with accounts and contacts

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  • Used to resolve issues

Solutions

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  • Descriptions of customer issues and resolutions

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  • Associated with cases

Campaigns

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  • Marketing projects

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  • Related leads and contacts shows as campaign members

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  • Have related opportunities

Leads

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  • Individuals interested in your products or services

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  • Associated to one or more account

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  • Converted into accounts, contacts, and opportunities

SFDC Objects and Relationships

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  • Account associated with contact, opportunities and case

Related lists on parent record, look ups on related records

Turn on lighting experience for users:

Enable recommended features (related files, notes, duplicated management, and lead conversion features) à set up users for lighting experience (correct permissions) à Turn on lighting experience

Use the same switch to switch back between classic and lighting