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Şubat, 2015 tarihine ait yayınlar gösteriliyor

Salesforce CRM Glossary

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This glossary defines terms that appear throughout the Salesforce documentation suite. Account An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor. Account Assignment Rule A rule that automatically assigns accounts to territories, based on criteria you define. Account Team An account team is a team of users that work together on an account. For example, an account team may include an executive sponsor, dedicated support representative, or project manager. Activity (Calendar Events/Tasks) Planned task or event, optionally related to another type of record such as an account, contact, lead, opportunity, or case. 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. Amount Without Adjustments Applies to Collaborative Forecasts. The sum of all of a person’s owned revenue opp…