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Salesforce Best Practice of the Week: Create a new record from its related record

By Darren Starr
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When creating a new contact, for example, go to the account for the contact and use the New Contact button. When creating a new opportunity, go to the contact and use the New Opportunity button. This will fill in the linking information for you and eliminate the possibility of associating to the wrong record.

Want to receive our list of more than 50 Salesforce best practices? Sign up here.

StarrForce is a Salesforce.com registered consulting partner who provides Salesforce support and implementation services to maximize your Salesforce investment.

Posted in Cloud Computing, CRM, Salesforce Best Practices, Salesforce.com

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