Salesforce Glossary 101 Flashcards
Account Team
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.
Activity
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.
Activity History
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.
Administrator (System Administrator)
One or more individuals in your organization who can configure and customize the application. Users assigned to the System Administrator profile have administrator privileges.
Advanced Function
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.
Advanced Search
A search function within Salesforce that offers search features and functionality. To access it, clickAdvanced Search…in the sidebar.
Add-on
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.
Age - Opportunity
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.
Age - Case
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.
Agent
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.
Agent Console
See Salesforce Console and Console Tab.
AJAX Toolkit
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.
Amount Without Adjustments
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.
Amount Without Manager Adjustment
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.
Ant Migration Tool
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.
Apex Connector Framework
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.
Reporting Snapshot
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.
Reporting Snapshot Running User
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.
Reporting Snapshot Source Report
The custom report scheduled to run and load data as records into a custom object.
Reporting Snapshot Target Object
The custom object that receives the results of the source report as records.
Annuity
See Quantity Schedule and Revenue Schedule.
Anonymous Block, Apex
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.
