Salesforce User Basics Flashcards
Item you are tracking your data base, if on a spreadsheet, then a ____ is a row on the spreadsheet
Record
A place where you store a value, if on a spreadsheet then a ____ would be a column
field
A table in the database; in that spreadsheet example, an ____ is a tab on the spreadsheet
object
A set of fields, objects, permissions, and functionality to support a business process
App
the place where all your data, configuration, and customization lives. You log in to access it. You might also hear this called “your instance of Salesforce”
org
what are the 4 standard objects
accounts, contacts, leads and opportunities
_____are the companies you’re doing business with. You can also do business with individual people (like solo contractors) using something called Person Accounts.
accounts
____are the people who work at an Account.
contacts
____are potential prospect
Leads
____are qualified leads that you’ve converted. When you convert the Lead, you create an Account and Contact along with the Opportunity.
Opportunities
When converting a lead, the following three records are created:
contract, account and opportunity
____ are leads that are qualified to buy
opportunities
when a lead is converted, what is also created
contact and account
Easy reference to related records and at-a-glance information.
Optimized template
See important information right at the top of the record.
highlight panel
