Salesforce Glossary 101

Question 1

Account Team

Answer 1

An account team is a team of users that work together on an account. For example, an account team can include an executive sponsor, dedicated support agent, or project manager.

Question 2

Activity

Answer 2

An event, a task, a call you’ve logged, or an email you’ve sent. You can relate an activity to other records, such as an account, a lead, an opportunity, or a case. In an org with Shared Activities enabled, you can relate an activity to multiple contacts. Tasks can also be generated by workflow rules and approval processes configured by a Salesforce admin.

Question 3

Activity History

Answer 3

The Activity History related list of a record displays all completed tasks, logged phone calls, saved interaction logs, expired events, outbound email, mass email, email added from Microsoft® Outlook®, and merged documents for the record and its associated records.

Question 4

Administrator (System Administrator)

Answer 4

One or more individuals in your organization who can configure and customize the application. Users assigned to the System Administrator profile have administrator privileges.

Question 5

Advanced Function

Answer 5

A formula function designed for use in custom buttons, links, and s-controls. For example, theINCLUDEadvanced function returns the content from an s-control snippet.

Question 6

Advanced Search

Answer 6

A search function within Salesforce that offers search features and functionality. To access it, clickAdvanced Search…in the sidebar.

Question 7

Add-on

Answer 7

An add-on is a type of quote for a current customer who wants to add a license or product through the end of the current contract.

Question 8

Age - Opportunity

Answer 8

In opportunity reports, the Age of an open opportunity is the number of days since the opportunity was created. For closed opportunities, Age is the number of days between the creation date and the closed date.

Question 9

Age - Case

Answer 9

In case reports, the Age of an open case is the elapsed time from creation to the present. The Age of a closed case is the elapsed time from creation to the closing time of the case. You can choose to view the Age of a case in days, hours, or minutes.

Question 10

Agent

Answer 10

A Salesforce CRM Call Center user who handles inbound or outbound calls. An agent is often identified by a four-digit number that serves as the agent’s ID within the associated computer telephony integration (CTI) system.

Question 11

Agent Console

Answer 11

See Salesforce Console and Console Tab.

Question 12

AJAX Toolkit

Answer 12

A JavaScript wrapper around the API that allows you to execute any API call and access any object you have permission to view from within JavaScript code. For more information, see theAJAX Toolkit Developer’s Guide.

Question 13

Amount Without Adjustments

Answer 13

Applies to Collaborative Forecasts.The sum of a person’s owned revenue opportunities and the person’s subordinates’ opportunities, without adjustments. Subordinates include everyone reporting up to a person in the forecast hierarchy. This amount is visible only on reports.

Question 14

Amount Without Manager Adjustment

Answer 14

Applies to Collaborative Forecasts.The forecast number as seen by the forecast owner. This amount is the sum of the owner’s revenue opportunities and the owner’s subordinates’ opportunities, including adjustments made by the forecast owner on the owner’s or subordinates’ forecasts. It doesn’t include adjustments made by forecast managers above the owner in the forecast hierarchy.

Question 15

Ant Migration Tool

Answer 15

A toolkit that allows you to write an Apache Ant build script for migrating Lightning Platform components between a local file system and a Salesforce organization.

Question 16

Apex Connector Framework

Answer 16

The Apex Connector Framework is a set of classes and methods in the DataSource namespace for creating a custom adapter for Salesforce Connect. Create a custom adapter to connect to data that’s stored outside your Salesforce org when the other available Salesforce Connect adapters aren’t suitable for your needs.

Question 17

Reporting Snapshot

Answer 17

A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object’s fields with the report’s data.

Question 18

Reporting Snapshot Running User

Answer 18

The user whose security settings determine the source report’s level of access to data. This feature bypasses all security settings, giving all users who can view the results of the source report in the target object access to data they aren’t able to see otherwise.

Question 19

Reporting Snapshot Source Report

Answer 19

The custom report scheduled to run and load data as records into a custom object.

Question 20

Reporting Snapshot Target Object

Answer 20

The custom object that receives the results of the source report as records.

Question 21

Annuity

Answer 21

See Quantity Schedule and Revenue Schedule.

Question 22

Anonymous Block, Apex

Answer 22

Apex code that doesn’t get stored in Salesforce, but that can be compiled and executed by using theExecuteAnonymousResult()API call, or the equivalent in the AJAX Toolkit.