Saleforce Flashcards
Record
An item you are tracking in your database
Field
A place where you store value. Like a name or address.
Object
A table in the database; in a spreadsheet for example, an object is a tab on the spreadsheet
Organization (org)
A place where all your data, configurations and customization lives. (Log into access it.)
Also called,” Instance of Salesforce”
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App
A set of fields, objects, permissions, and functionality to support a business process
Accounts
Our companies you’re doing business with
Contacts
People who worked at an account
Leads
Potential prospects.
Haven’t yet qualified that they are ready to buy or what products they need.
Opportunities
Qualified leads that you converted. When you convert a lead, you create an account and contact along with the opportunity.