Downloadable User Guides
Work with Client Data | Salesforce
Work with Client Data
Track the specifics of your client interactions so that you develop a rich history to draw on for building relationships.
Available in Lightning Experience for an extra cost in: Professional, Enterprise, and Unlimited Editions
Track Client InteractionsTrack tasks and events and log client communications to maintain a complete history of your interactions with a client.Track Client InterestsTrack clients’ personal and financial interests so it’s easy to personalize communications and match clients with events of interest.
One Market St.
San Francisco, CA, 94105
If you still can't find what you're looking for try searching H&T.
Powered by the Salesforce Communities platform. Learn More ›