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Salesforce Admin Certification

Terms in this set (586)

a table of data (spreadsheet with rows and columns) Records are rows; fields are columns
What is an Object?
all of your data and applications and is separate from all other organizations.
What is an Organization?
account, campaign, case, contact, lead, opportunity, solution
What are the seven user facing objects?
Customers, competitors, and partners. Each account stores information such as name, address, and phone numbers
What are Accounts?
An outbound marketing project that you want to plan, manage, and track within Salesforce.
What is a Campaign?
Description of a customer's feedback, problem ,or question. Use cases to track and solve your customers' issues
What is a Case?
Individuals associated with your business accounts that you need to track in Salesforce. (already doing business with)
What is a Contact?
A prospect or potential opportunity (not doing business with them yet and are not associated with an account )
What is a Lead?
Sales deals that you want to track. Adding opportunities also builds your pipeline, which will contribute to your sales forecast
What is an Opportunity?
Detailed description of a customer issue and the resolution of that issue
What is a Solution?
...
What is a customer company?
...
What is a sales cloud?
...
What is the service cloud?
...
What is the marketing cloud?
shortcuts to objects that are displayed horizontally across the Salesforce platform
What are tabs?
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