Salesforce User Tour
Terms in this set (12)
an org you can use to complete hands on challenges, and try out new features and customizations; lets you play around and make customizations without impacting anything else (in this case, your production org); specifically for Trailhead
Developer Edition (DE) org
an org that we provide for free to test new features and implementations in Salesforce without affecting a production org.
companies you're doing business with. You can also do business with individual people (solo contractors) using something called Personal Accounts
the people who work at an account
potential prospects that you haven't yet qualified that they are ready to buy or what product they need. You don't have to use Leads but they are helpful if you have team selling or if you have different sales processes for prospects and qualified buyers.
qualified leads that you've converted. When you convert a Lead, you create an Account and Contact along with the Opportunity.
an item you are tracking in your database; if your data is like a spreadsheet, then a ____ is a row on the spreadsheet.
a place where you store a value (name, addreess); a ____ would be a column on a spreadsheet
a table in a database; an _____ is a tab on the spreadsheet
place where all your data, configuration and customization lives. You log in to access it. You might also hear it called "your instance of Salesforce." Short for organization.
a set of fields, objects, permissions and functionality to support a business process
organizes a set of records into columns to track your work at a glance
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