Trailhead Week 1 - Monday Flashcards
Record
An item you are tracking in your database
- record = row
Field
A place where you store a value, like a name or address
- field = column
Object
A table in the database
- object = tab
Org
Short for “organization,” the place where all your data, configuration, and customization lives.
App, is a set of: (4)
A set of:
- fields
- objects
- permissions
- functionality
Accounts
Accounts are the companies you’re doing business with.
- You can also do business with individual people (like solo contractors) using something called Person Accounts.
Contacts
Contacts are the people who work at an Account.
Leads
Leads are potential prospects. You haven’t yet qualified that they are ready to buy or what product they need.
Opportunities
Qualified leads that you’ve converted.
CRM stands for?
Customer Relationship Management
When converting a lead, the following three records are created:
Contact, account, & opportunity
Opportunities
Leads that are qualified to buy
Opportunity Workspace
scripts for each stage in the sales process
- at-a-glance insights
- activity timeline
- the ability to create records quickly with fewer clicks
Using opportunity workspace, you can:
- view details on any opportunity (activity history & what’s next
- log calls, tasks, and send emails
- Get coaching details
- Quickly see more details about activity of contact
Standard Salesforce long in
login.salesforce.com
