Summary  
This chapter explains how to manage lookup relationships by referencing existing records (foreign keys) instead of duplicating data and shows how to establish these links manually or during bulk imports.  

General domain of usage  
Customer relationship management (CRM)

We'll explore how to import Opportunities into Salesforce and discuss the unique role of lookup relationships in linking Opportunities with Accounts.  

Understanding this **connection** is key to managing your data effectively and avoiding potential frustrations during the import process.  

How does Salesforce use a lookup relationship for Opportunities?

Why are clear naming conventions important when linking Opportunities to Accounts?

This tailored beginner course introduces essential CRM (Salesforce) skills for project management. It focuses on tracking client interactions, managing leads, using communication tools, and leveraging analytics to support project delivery. Learners will gain practical experience with core CRM features to streamline project workflows and enhance client relationships.

How to Link Accounts & Manage Relationships in Salesforce

1. How does Salesforce use a lookup relationship for Opportunities?

2. Why are clear naming conventions important when linking Opportunities to Accounts?

How to Link Accounts & Manage Relationships in Salesforce

1. How does Salesforce use a lookup relationship for Opportunities?

2. Why are clear naming conventions important when linking Opportunities to Accounts?