Shulou(Shulou.com)05/31 Report--

What are the basic terms necessary for Salesforce? I believe many inexperienced people don't know what to do about it. Therefore, this article summarizes the causes and solutions of the problem. Through this article, I hope you can solve this problem.

Customer (Account)

A customer is an organization, company, or consumer you want to track. For example, a customer, partner, or competitor. (An account is an organization, company, or consumer that you want to track-for example, a customer, partner, or competitor.)

Customer allocation rules (Account Assignment Rule)

Rules for automatically assigning customers to the sales area according to custom standards. (A rule that automatically assigns accounts to territories, based on criteria you define.) for example, customers and their related business opportunities, customer questions, or feedback are automatically transferred to a specific area based on their zip code, state, industry, income, or number of employees. Each rule consists of multiple lines of standards that specify exactly how to assign customers.

Account team (Account Team)

An account team is a group of users who work together for a customer. For example, an account team might include an executive sponsor, a dedicated support agent, or a project manager. (An account team is a team of users that work together on an account. For example, an account team may include an executive sponsor, dedicated support agent, or project manager.) use account teams to make collaboration with customers easier to track. The account team is not the same as the opportunity team, although they have the same team member roles.

Sales campaign (Activity)

An event, a task, a phone call you recorded, or an email sent, are all activities. You can associate activities with other records. For example, relate to a customer, clue, business opportunity, or user question or feedback. In an organization that has started a sharing activity, you can associate an activity with multiple contacts. Tasks can also be generated by workflow rules and approval processes configured by the Salesforce administrator. (An event, a task, a call you've logged, or an email you've sent. You can relate an activity to other records, such as an account, a lead, an opportunity, or a case. In an org with Shared Activities enabled, you can relate an activity to multiple contacts. Tasks can also be generated by workflow rules and approval processes configured by a Salesforce admin.) Click here for more activity types.

Administrator (system administrator) Administrator (System Administrator)

One or more people in an organization who can configure and customize the application. After the general user is given system administrative rights, they have administrator privileges. (One or more individuals in your organization who can configure and customize the application. Users assigned to the System Administrator profile have administrator privileges.)

Unadjusted amount (Amount Without Adjustments)

It is suitable for revenue forecast in collaboration scenarios. The unadjusted amount is the sum of the business opportunity income owned by a person and his subordinates, and there is no need to make any adjustment. Subordinates include all those who report back to someone at the predictive level. This amount is only visible in the report. (Applies to Collaborative Forecasts. The sum of a person's owned revenue opportunities and the person's subordinates' opportunities, without adjustments. Subordinates include everyone reporting up to a person in the forecast hierarchy. This amount is visible only on reports.)

Manager unadjusted amount (Amount Without Manager Adjustment)

It is suitable for revenue forecast in collaboration scenarios. This forecast can be seen by forecasters. It is the sum of the opportunity income owned by the forecaster and his subordinates, and the forecaster can adjust the forecasts of him and his subordinates, but does not include the adjustments made by the superior management of the forecaster in the forecast level. (Applies to Collaborative Forecasts. The forecast number as seen by the forecast owner. This is the sum of the owner's revenue opportunities and the owner's subordinates' opportunities, including adjustments made by the forecast owner on the owner's or subordinates' forecasts. It doesn't include adjustments made by forecast managers above the owner in the forecast hierarchy.) Click here for more information.

Approval process (Approval Process)

The approval process automates the approval of records in Salesforce. The approval process specifies each step in the approval, including who to request approval from and what to do at each node of the process. (An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including who to request approval from and what to do at each point of the process.) for more sample approval processes, click here.

Assets (Asset)

The specific mode or type of product owned by the customer. Depending on how your organization uses assets, it can represent your products that customers have purchased and installed, or competitors' products that customers use. (A specific model or type of product that a customer owns. Depending on how your organization uses assets, they can represent your products that the customer has purchased and installed or your competitor's products that the customer uses.)

Automatic reply rule (Auto-Response Rule)

An automatic reply rule is a set of conditions that automatically reply to emails for user questions or clues based on the attributes of the submission record. Automatic reply rules apply to content submitted from self-service portals, customer portals, Web-to-Case forms, Email-to-Case messages, or on-demand Email-to- case messages for user questions and feedback. For submitted clues, the auto-reply rule applies to those captured through the Web-to-lead form. (A set of conditions for sending automatic email responses to case or lead submissions based on the attributes of the submitted record. Applicable cases include those submitted through a Self-Service portal, a Customer Portal, a Web-to-Case form, an Email-to-Case message, or an On-Demand Email-to-Case message. Applicable leads include those captured through a Web-to-Lead form.)

Maximum amount (Best Case Amount)

Determine all "possible" revenue forecasts for a particular month or quarter. For managers, it is equal to the total income that they and their entire team may generate. (Revenue projection in a forecast that identifies total "possible" revenue for a specific month or quarter. For managers, equals the total amount of revenue they and their entire team can possibly generate.)

Business customer (Business Account)

A company or organization you want to track (A company or organization that you want to track.)

Marketing campaign (Campaign)

A marketing campaign, such as advertising, direct e-mail, or a conference, to generate potential customers and build brand awareness. A marketing initiative, such as an advertisement, direct mail, or conference, that you conduct in order to generate prospects and build brand awareness.

Campaign level (Campaign Hierarchy)

A hierarchical structure organized by a group of up to five activities. A parent activity can have multiple child activities, but a child activity can have only one parent activity. (A set of up to five campaigns organized into a hierarchy. A parent campaign can have several child campaigns, but a child campaign can have only one parent.)

Marketing event participant (Campaign Member)

All leads or contacts related to the marketing campaign. (Any lead or contact associated with a campaign.)

Return on investment in market activities Campaign ROI (Return On Investment)

The return on investment in marketing activities refers to the rate of return on marketing investment. Use the Marketing activity ROI Analysis report to analyze the return on investment. ROI equals net income (total value of winning customer business opportunities-actual cost) divided by actual cost. ROI is expressed as a percentage. (The campaign ROI is the return on your marketing investment. Use the Campaign ROI Analysis Report to analyze the ROI. The ROI is calculated as the net gain (Total Value Won Opps-Actual Cost) divided by the Actual Cost. The ROI result is expressed as a percentage.)

Customer work order (Case)

A detailed description of the customer's feedback, questions, or questions. Used to track and solve different customer problems. (Detailed description of a customer's feedback, problem, or question. Used to track and solve your customers' issues.)

Solution category (Category, Solutions)

A solution category is a label that can be applied to a solution and is used to group similar solutions. The solution category can help customer support representatives find solutions more quickly when solving user questions or feedback. If you use a self-help portal or public solution, your customers can browse the solution by category to find what they need. See also parent category. (A label you can apply to a solution to group similar solutions together. Solution categories help customer support representatives find solutions faster when solving cases. If you use the Self-Service portal or public solutions, your customers can browse solutions by category to find what they need. See also Parent Category.)

Channel Administrator (Channel Manager)

Channel administrators are internal users who manage your partners. (Channel managers are the internal users that manage your partners.)

Amount submitted by salesperson (Commit Amount)

The estimated amount of a single salesperson who has reasonable confidence in closing a transaction in a particular month or quarter. For managers, the amount should be equal to the sum of the amount determined by themselves and their management team to be able to close the deal. (Forecast amount that an individual salesperson is reasonably confident of closing in a particular month or quarter. For managers, this should equal the amount that they and their team can confidently close.)

Competitor (Competitor)

Displays a list of competitors' names, strengths, and weaknesses for specific opportunities. (Related list that displays competitor names, strengths, and weaknesses entered for a specific opportunity.) when you try to close a deal, the competitor field can help you better track your competitors.

Office Connector (Connect for Office)

Products that integrate Salesforce with Microsoft ®Word and Excel.

Product that integrates Salesforce with Microsoft ®Word and Excel.

Outlook Connector (Connect for Outlook)

The connector has been retired. This product is our old synchronization plug-in with Microsoft ®Outlook ®2007 and earlier. (Connect for Outlook is retired. The product was our legacy sync add-in for Microsoft ®Outlook ®2007 and earlier.)

Offline Connector (Connect Offline)

A product that enables salespeople to remotely update their data using Salesforce anytime, anywhere, even if they are completely disconnected from the network. (Product that allows salespeople to use Salesforce to update their data remotely, anywhere, anytime-totally unplugged.)

Contact person (Contact)

A contact is the person associated with your customer. (Contacts are the individuals associated with your accounts.)

Contact role (Contact Role)

The role of a contact in a particular customer, contract, or opportunity, such as "decision maker" or "evaluator". You can mark a contact as the "primary" contact for a customer, contract, or opportunity. Contacts can have different roles in different customers, contracts, or opportunities. (The role that a contact plays in a specific account, contract, or opportunity, such as "Decision Maker" or "Evaluator." You can mark one contact as the "primary" contact for the account, contract, or opportunity. A contact can have different roles in various accounts, contract, or opportunities.)

Deliverable (Content Delivery)

Documents that have been converted to online format for distribution to clues, contacts, and colleagues. (A file that has been converted into an optimized online format for distributions to leads, contacts, and colleagues.)

Content pack (Content Pack)

A collection of related documents or files stored in Salesforce CRM Content as a group. (A collection of related documents or files that are stored as a group in Salesforce CRM Content.)

Contract (Contract)

A contract is an agreement that defines the terms of business between the parties. (A contract is an agreement defining the terms of business between parties.)

Joint project (Contract Line Item)

Cooperative projects are specific products covered by the service contract. They are displayed only on the list of "partner projects" in the service contract, not on the contract. (Contract line items are specific products covered by a service contract. They only display to users on the Contract Line Items related list on service contracts, not contracts.)

Conversion (Convert)

Through buttons or links, you can turn qualified leads into customers, contacts, and (optional) business opportunities. The information from the clue field is transferred to the appropriate customer, contact, and opportunity fields. (Button or link that allows you to change a qualified lead into an account, contact, and, optionally, an opportunity. Information from the lead fields is transferred into the appropriate account, contact, and opportunity fields.)

Custom fields (Custom Field)

In addition to the standard fields, you can add a field to customize the Salesforce according to your organization's needs. (A field that can be added in addition to the standard fields to customize Salesforce for your organization's needs.)

Custom object (Custom Object)

Custom records allow you to store organization-specific information. (Custom records that allow you to store information unique to your organization.)

Custom View (Custom View)

A display function that allows you to view a specific recordset of a specific object. (A display feature that lets you see a specific set of records for a particular object.)

Dashboard (Dashboard)

The dashboard can display data as a visual component of the source report. It may be a chart, meter, table, measure item, or page. These components provide your organization with a snapshot of key indicators and performance indicators. Each dashboard can contain up to 20 components. (A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.)

Dashboard Builder (Dashboard Builder)

The dashboard builder is a draggable interface for creating and modifying dashboards. (Dashboard builder is a drag-and-drop interface for creating and modifying dashboards.)

Http://Database.com http://Database.com is an enterprise cloud database provided by Salesforce. (http://Database.com is an enterprise cloud database from Salesforce.)

Exchange rate with date (Dated Exchange Rates) with date exchange rate, allows you to map the currency exchange rate to a specific date range. For example, the exchange rate was A $1.39 to the US dollar on January 1, but A $1.42 to the US dollar on February 1. The first exchange rate is used for your business opportunities between January 1 and February 1 (1 = 1.39), and the second exchange rate is used for business opportunities done after February 1 (1 = 1.42). (Dated exchange rates allow you to map a currency conversion rate to a specific date range. For example, the exchange rate on January 1 was 1 USD to 1.39 AUD, but on February 1, it changed to 1 USD to 1.42 AUD. Your opportunities that closed between January 1 and February 1 use the first exchange rate, while opportunities that closed after February 1 used the second exchange rate (1 = 1.42).

Development version (Developer Edition)

A free, full-featured Salesforce organization designed for developers to extend, integrate, and develop using the Lightning platform. The development version account is available on http://developer.salesforce.com. A free, fully-functional Salesforce organization designed for developers to extend, integrate, and develop with the Lightning Platform. Developer Edition accounts are available on developer.salesforce.com.)

Developer sandbox (Developer Sandbox)

The developer sandbox copies customizations (metadata) to a separate environment for coding and testing, but does not copy production data. (Developer sandboxes copy customization (metadata), but don't copy production data, into a separate environment for coding and testing.

Document Library (Document Library)

A place where documents are stored without attaching them to customers, contacts, opportunities, or other records. (A place to store documents without attaching them to accounts, contacts, opportunities, or other records.)

Dynamic dashboard (Dynamic Dashboard)

Dynamic dashboards run using the security settings of view dashboard users. Each user can view the dashboard according to his or her own access level. This approach helps administrators share a common set of dashboard components with users with different access levels. (A dynamic dashboard runs using the security settings of the user viewing the dashboard. Each user sees the dashboard according to his or her own access level. This approach helps administrators share one common set of dashboard components to users with different levels of access.)

Mail Alert (Email Alert)

A message alert is an action that uses a specific e-mail template to send an e-mail message to a specified recipient. (Email alerts are actions that send emails, using a specified email template, to specified recipients.)

Mail template (Email Template)

A standardized email that conveys a standard message, such as a welcome email to a new employee or an email confirming that a customer service request has been received. Message templates can be personalized using merge fields and can be written in text, HTML, or custom format. (A form email that communicates a standard message, such as a welcome letter to new employees or an acknowledgment that a customer service request has been received. Email templates can be personalized with merge fields, and can be written in text, HTML, or custom format.)

Enterprise Edition (Enterprise Edition)

A version of Salesforce designed for larger, more complex enterprises. A Salesforce edition designed for larger, more complex businesses.

User Rights (Entitlement)

User benefits can help you determine whether customers are eligible for customer support in order to create service orders for them. Customers can get support based on specific assets, customers, or service contracts. (Entitlements help you determine if your customers are eligible for customer support so you can create cases for them. A customer can be eligible for support based on a particular asset, account, or service contract.)

Rights contact (Entitlement Contact)

An entitlement contact is a contact that specifies customer support, for example, a named caller. They are listed in the rights and interests related list or the contact rights related list. Rights contacts do not have page layouts, search layouts, buttons, links or record types. (Entitlement contacts are contacts specified to receive customer support-for example, a named caller. They're listed on an entitlement's Contacts related list or the contact's Entitlements related list. Entitlement contacts don't have page layouts, search layouts, buttons, links, or record types.)

Equity processing process (Entitlement Process)

The entitlement process is the timeline, which includes all the steps (milestones) that the support team must complete to resolve the customer service work order. Each process includes the logic necessary to determine how to implement the correct service level for the customer. (Entitlement processes are timelines that include all of the steps (milestones) that your support team must complete to resolve cases. Each process includes the logic necessary to determine how to enforce the correct service level for your customers.)

Equity template (Entitlement Template)

Entitlement templates are predefined customer support terms that can be quickly added to the product. For example, you can create an entitlement template for Web or phone support so that users can easily add benefits to products offered to customers. (Entitlement templates are predefined terms of customer support that you can quickly add to products. For example, you can create entitlement templates for Web or phone support so that users can easily add entitlements to products offered to customers.)

External data source (External Data Source)

The external data source specifies how to access the external system. Salesforce Connect uses external data sources to access data stored outside the Salesforce organization. Files Connect uses external data sources to access third-party content systems. External data sources have associated external objects that your users and Lightning Platform can use to interact with external data and content. (An external data source specifies how to access an external system. Salesforce Connect uses external data sources to access data that's stored outside your Salesforce organization. Files Connect uses external data sources to access third-party content systems. External data sources have associated external objects, which your users and the Lightning Platform use to interact with the external data and content.)

External query relationship (External Lookup Relationship)

An external lookup relationship links a child object (standard object, custom object, or external object) to the parent object (external object). When you create an external lookup relationship field, the standard external ID field on the parent external object matches the value of the child external lookup relationship field. External object field values come from external data sources. (An external lookup relationship links a child standard, custom, or external object to a parent external object. When you create an external lookup relationship field, the standard External ID field on the parent external object is matched against the values of the child's external lookup relationship field. External object field values come from an external data source.)

External object (External Object)

External objects behave like custom objects, except that they map to data stored outside the Salesforce organization. Each external object is mapped to a data table in a defined external data source, and each external object field is mapped to a data table column. Users and Lightning Platform use external objects to interact with external data. (External objects behave similarly to custom objects, except that they map to data that's stored outside your Salesforce org. Each external object maps to a data table in a defined external data source, and each external object field maps to a table column. Users and the Lightning Platform use external objects to interact with the external data.)

External user (External User)

External users are users with community, customer portal, or partner portal licenses. (External users are users with Community, Customer Portal, or partner portal licenses.)

Filter criteria (Filter Condition/Criteria)

Conditions for specific fields to limit the items to be included in the list view or report, such as "State equals California." Condition on particular fields that qualifies items to be included in a list view or report, such as "State equals California.")

Fiscal year (Fiscal Year)

A period of time used by an organization for financial planning purposes, such as forecasting, whose length is usually similar to that of a calendar year. A fiscal year usually consists of smaller accounting periods, such as quarterly or three months. (A period that an organization uses for financial planning purposes, such as forecasting, whose length is usually similar to the length of a calendar year. Fiscal years usually contain smaller fiscal periods, such as quarters or trimesters.)

Tag (Flag)

Users can click a question or reply to mark it as a junk, hateful, or inappropriate icon.

An icon that users can click on a question or reply to report it as spam, hateful, or inappropriate.

Process Builder (Flow Builder)

For cloud-based applications, administrators can create a process to use in Salesforce. (Cloud-based application that lets admins create a flow for use in Salesforce.)

Lightning platform Enterprise Edition Application (Lightning Platform Enterprise App)

Custom applications with up to 8 custom objects and 8 custom tags, read and write access to customers and contacts, as well as access to shares, bulk API or streaming API. (A custom app with up to eight (8) custom objects and eight (8) custom tabs, read-write access to accounts and contacts, and access to Sharing, Bulk API, or Streaming API.

Lightning platform Light Application (Lightning Platform Light App)

Custom applications with up to 8 custom objects and 8 custom tags have read-only access to customers and contacts and zero access to shares, bulk API or streaming API. (A custom app with up to eight (8) custom objects and eight (8) custom tabs, read-only access to accounts and contacts, and no access to Sharing, Bulk API, or Streaming API.

Forecast amount (Forecast Amount)

Suitable for collaborative prediction scenarios. This includes revenue forecasts from the perspective of forecast managers, as well as the sum of business opportunities for the owner and his subordinates, including all forecast adjustments. (Applies to Collaborative Forecasts. The revenue forecast from the forecast manager's perspective and the sum of the owner's and subordinates' opportunities, including all forecast adjustments.)

Forecast category (Forecast Category)

Determine the category of opportunity in the forecast. The default settings for the opportunity category, which are associated with its phase, are set in the phase selection list. For a particular opportunity, if you want to change its forecast category, you must edit the forecast for that opportunity. (Determines the category to which an opportunity is attributed in a forecast. The default category setting for an opportunity is tied to its stage, as set in the Stage picklist. To update the Forecast Category for a particular opportunity, you must edit that opportunity's forecast.)

Forecast quantity (Forecast Quantity)

Suitable for collaborative prediction scenarios. From the perspective of forecast managers, the number of forecasts for the sum of all business opportunities for everyone and their subordinates, including all forecast adjustments. (Applies to Collaborative Forecasts. The quantity forecast from the forecast manager's perspective and the sum of the owner's and subordinates' opportunities, including all forecast adjustments.)

Forecast users (Forecast User)

You can view and process users who predict below their level in the prediction level. (A user who can see and work with forecasts below them in the forecast hierarchy.)

Forecast (Forecasts)

Sales forecasts for a specific period. (Projections of sales for a specified period.)

Formula field (Formula Field)

A custom field. The formula field automatically calculates its value based on the value of the merged field, expression, or other value. (A type of custom field. Formula fields automatically calculate their values based on the values of merge fields, expressions, or other values.)

After reading the above, have you mastered the basic terms necessary for Salesforce? If you want to learn more skills or want to know more about it, you are welcome to follow the industry information channel, thank you for reading!

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.