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  1. Skills
  2. Customer Success and Support
  3. Account Management

Learn Account Management

Use CRM platforms to manage accounts, track interactions, and deepen customer relationships at scale.

Why It Matters

  • Core for Service Agents and Supervisors
  • Growing demand
  • Sales
  • Agentforce
  • Service Agent and Supervisor
  • Sales Rep and Manager

Not completed

Nothing on Trailhead completes this skill yet.

Learn it

Nothing on Trailhead completes Account Management yet.

Also teaches it

  • Badge

    Agentforce Sales Basics

    Quiz only · doesn’t complete the skill

  • Badge

    Sales Workspace

    Quiz only · doesn’t complete the skill

  • Badge

    Customer Success for Sales

    Quiz only · doesn’t complete the skill

Trails and Trailhead Journeys that include them

  • Trail

    Get Started with Agentforce Sales

  • Trailhead Journey

    Sales

  • Trailhead Journey

    Slack

What you’ll be able to do

Every question and challenge for this skill checks one of these.

  • Define customer success for an account.
  • Spot expansion opportunities.
  • Prioritize deals from the workspace.

Frequently asked questions

Use CRM platforms to manage accounts, track interactions, and deepen customer relationships at scale.

Agentforce Sales Basics teaches it. Nothing on Trailhead completes Account Management yet.

Account Management is core for Sales Reps and Managers and Service Agents and Supervisors.

Related skills

  • Not completed

    Customer Success Management

    Build lasting relationships that help customers achieve their goals — from onboarding to expansion and advocacy.

    Growing demand

    Learn It
  • Not completed

    Technical Support and Customer Service

    Resolve customer issues with speed, empathy, and accuracy — across every channel and touchpoint.

    Growing demand

    Learn It