Saleforce Flashcards

1
Q

Record

A

An item you are tracking in your database

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2
Q

Field

A

A place where you store value. Like a name or address.

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3
Q

Object

A

A table in the database; in a spreadsheet for example, an object is a tab on the spreadsheet

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4
Q

Organization (org)

A

A place where all your data, configurations and customization lives. (Log into access it.)
Also called,” Instance of Salesforce”

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5
Q

App

A

A set of fields, objects, permissions, and functionality to support a business process

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6
Q

Accounts

A

Our companies you’re doing business with

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7
Q

Contacts

A

People who worked at an account

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8
Q

Leads

A

Potential prospects.

Haven’t yet qualified that they are ready to buy or what products they need.

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9
Q

Opportunities

A

Qualified leads that you converted. When you convert a lead, you create an account and contact along with the opportunity.

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