The Global Search bar is a powerful, out-of-the-box tool that allows users to instantly search across multiple standard and custom objects (like Accounts, Contacts, Leads, etc.) from anywhere in Salesforce. It’s the fastest way to find records without needing to know which specific tab they reside under.

List Views provide a way to filter, sort, and display a set of records from a single object (like Accounts) based on specific criteria. They are saved, named, and can be shared with other users, making them perfect for recurring operational tasks like managing a targeted outreach list.

Lead Assignment Rules are used to automatically assign new Leads to the appropriate user or queue based on characteristics defined in the rule criteria, such as company size, geographic location, or product interest. This ensures efficient and organized distribution of incoming Leads.

The Lead Conversion process is designed for this exact scenario. When converting the Lead for Company B, you can map it to an existing Account (Company B) and, crucially, link it to an existing Contact (Sam Jones). This correctly associates Sam with his new company without creating duplicate or orphaned records.

Creating a new Event (like a Task or a Calendar event) from the Case record’s Activity related list allows the agent to schedule a follow-up activity. This task can be assigned to the account owner with a due date in the future, ensuring the item appears on their to-do list and is not forgotten.

Dashboards are visual displays of key metrics and trends, composed of components sourced from reports. They provide real-time, at-a-glance insights and are often placed on user home pages to give immediate visibility into performance data.

Marking a field as ‘Required’ on the page layout is the most straightforward way to enforce data completeness. It prevents users from saving the record until the required field (like Close Date) is populated, providing immediate feedback at the point of data entry.

Both Lookup and Master-Detail relationships can create a one-to-many link between two objects. The choice depends on business requirements: a Lookup is a looser relationship, while a Master-Detail creates a tighter bond where the child record’s security and deletion are controlled by the parent. The consultant must decide based on how tightly Projects should be coupled to their Account.

An Approval Process is designed specifically for this purpose. It defines the steps for submitting, reviewing, and approving or rejecting records (like Opportunities). It can automatically assign approval requests to the correct person (the manager) and update the record based on the outcome.

The Global Search bar is a powerful, out-of-the-box tool that allows users to instantly search across multiple standard and custom objects (like Accounts, Contacts, Leads, etc.) from anywhere in Salesforce. It’s the fastest way to find records without needing to know which specific tab they reside under.0