Table of Contents
Intro into Companies
Companies are your organization’s customers, competitors, and partners. Each company stores information such as name, address, and phone numbers. For each company, you can store related information such as properties owned, spaces leased, listings, activities, and notes.
The Companies tab displays a homepage that lets you quickly create and locate all types of companies, and also sort and filter your companies using standard and custom list views. In addition, this tab lets you view and edit detailed information on each company to which you have access.
You can also enhance your traditional company data with your customers’ social information. With the Social Companies and Contacts feature, you can see your companies social network profiles and other social data—directly in Salesforce. Easy access to this information helps you know your customers better, so you can solve their problems and build stronger relationships.
The Companies Home Page
- Clicking on the Companies tab displays the Companies home page.
- A new company record can be created by clicking the New button
- Using views allows users to sort, search and find different types of companies
- Recently viewed Companies will automatically be displayed on the Company Homescreen
- A list of helpful reports can be quickly access from the Company Home page
- A list of helpful tools can be quickly access from the Company Home page
Creating a New Company
To create a new Company:
- If on a record that has a lookup field to the company,
- Click the magnifying glass that displays next to the field when editing the record.
- Click the New button in the Lookup pop-up window
- Input the Company information and click Save
- If on the Company home page click the New button.
- The fields that display in the pop-up window are fixed and cannot be changed.
- Validation rules are not recognized when creating through the lookup window.
- If record types are being used, the default record type is automatically selected.
- Fill in the Appropriate Fields
- Some key fields for a Company Include:
- Company Name - The name of the company
- Phone - Phone number for the company
- Industry - A picklist field that contains industries in which to categorize the company
- Address - A combined field for company street, city, state/province, zip/postal code and country. This should be used as the mailing address for the company.
- Make sure to click Save
On any given Company there will be certain types of information that are going to be important to track. The following is a list of some of the key Related Lists on the Company Object.
- Activity Histories - Allows users to track calls, meetings and other tasks and events that relate to the Company.
- Open Activities - Allows users to track tasks and events that have not been completed in relation to the Company.
- Contacts - Contacts who work at the company. The contact has the company referenced in the contact field Company Name.
- Comps - Comps where the company is in the “Tenant” field on the comp. It is a list of comps where this company is the tenant.
- Comps (Landlord) - Comps where the company is in the “Landlord” field on the comp. It is a list of comps where this company is the landlord.
- Comps (Buyer Company) - Comps where the company is in the “Buyer Company” field on the comp. It is a list of comps where this company is the Buyer Company.
- Comps (Seller Company) - Comps where the company is in the “Seller Company” field on the comp. It is a list of comps where this company is the Seller Company.
- Ownership - Ownership records where a contact at the company is referenced in the ownership record.
- Portfolio - Ownership (a) records where the company is referenced in the ownership (a) record.
- Proposals - Proposals where the company is in the “Client Company” field.
- Listings - Listings where the company is in the “Client Company” field.
The company hierarchy shows you the companies that are associated through the Parent company field, giving you a global view of a company and its subsidiaries. In the hierarchy, companies are indented to show that they are subsidiaries of the parent company above them.
- To view the company hierarchy, click View Hierarchy next to the company name on the company detail page. The company Hierarchy page displays up to 500 child companies. If you don't have access to certain companies that appear on the company Hierarchy page, the columns for those companies won't display details.
- To list a company as a subsidiary, edit the subsidiary company and type the name of an existing company in the Parent Company field. Alternatively, you can click the lookup icon to search for (or optionally, create) a parent company.
The parent company must be an existing company before it can be entered and saved in this field.