Accurately creating and managing Accounts and Contacts is critical to generating accurate data from Salesforce for your reporting and communication needs. Review the information below in how Accounts and Contact work together to ensure we are capturing accurate information in Salesforce. Review the Definitions under the Data Governance Section in this knowledge portal to ensure you are correctly selecting the right Account Type, Account Subtype, and Designations for your Accounts as well as roles for the Contacts associated with those accounts.
Watch this short 5-minute video on how to create Salesforce Accounts (Facility) records - Facility Records https://youtu.be/X6X8-_cp2sQ
Watch this short 5-minute video on how to create Salesforce Contacts and associate roles. https://youtu.be/bndVF60miBY