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Salesforce Administration Glossary
Terms in this set (17)
A Salesforce collaboration application that let's users work together, talk to each other, and share information in real-time.
Customer Relationship Management (CRM)
Technology that allows a company to manage relationships with customers and prospects. Tracks data for metrics, analytics, and provides communication tools.
A field that can be added in addition to the standard fields to customize Salesforce for your organizational needs.
A visual representation of data reports, shown as charts, gauges, tables or metrics.
A piece of data stored in an object.
View a filtered list of records, such as contacts, accounts, or custom objects.
A type of data that you want to store, like a contact, account, or lead.
The events and tasks that a sales representative will manage in Salesforce.
People and companies that you have identified as potential customers.
Also called a support case, customer feedback or issues that need to be addressed.
Create a help center that let's your customers help themselves. Display knowledge articles that answer common questions, and provide a contact button so they can log a case for the issues that require human interaction.
Find, share, and store articles or answers related to cases to speed up service. Use this to also connect customers to commonly asked questions.
Routing (via Omni-Channel)
Push incoming work items like cases and leads to the right person to save time. Omni-channel uses queues to sort work items by priority.
Licenses (Org-Level Licenses)
Features such as contracts and collaboration. Amounts such as quantity storage, as well as the amount of sandboxes.
Licenses (User-Level Licenses)
User permissions such as activate contracts. CRUD (Create, Read, Update, and Delete) access allowed on objects, such as who can create and delete an account.
Permission Set Licenses
These are related to CRUD by providing access to users to perform certain tasks and functions.
User access to objects and data, as well as what users can do within the organization.
THIS SET IS OFTEN IN FOLDERS WITH...
Usernames and Passwords
Organizational Setup - 3%
User Setup - 7%
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