Configure Accounts, Contacts, and Related Objects

Configure other Salesforce objects used in conjunction with GEM.

Don’t forget, GEM is just one part of a larger suite of Salesforce CRM (constituent relationship management) software. Your users don't just use GEM. They use the rest of the system to modify or create Accounts, Contacts, Addresses, or Relationships, just like they do in EDA . Refer to the EDA documentation for more information.

• Create Accounts and Affiliations

• Create Relationships between Contacts

• Customize Administrative and Household Account Names

• Add or Update Addresses

• Specify a Seasonal Address

• State and Country Picklists for EDA