Salesforce Terminology

Accounts – This is your county. Each “county” is considered an account.

Account Team – This is a team of users that work together on an account. If a county has more than 1 licensed user they are an Account Team.

Activity – An event, a task, a call you’ve logged, or an email you 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.

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. Greg Lindberg, Jennifer Goad and your District Secretary are all System Administrators.

Affiliations – A contact database (separate from Accounts) that includes club information.

AppExchange – The AppExchange is a sharing interface from Salesforce that allows you to browse and share apps and services for the Lightning Platform.

@Mention – An @mention (or at mention) is the @ symbol followed by a person’s or group’s name, for example, @Greg Lindberg or@Purdue University. You can @mention people in Chatter posts and comments. When you @mention someone, the @mention links to their profile, the post or comment displays in their feed, and they are emailed a notification.

Bookmarked – You can bookmark (save) posts in Chatter by clicking on the arrow in the upper right corner of the post. On the right side bar of Chatter you can click on Bookmarked to see all of your saved posts.

Chatter Feed – A list of recent activities in Salesforce. Chatter feeds display:
On the Chatter or Home tab, where you can see your posts, posts from people you follow, and updates to records you follow, and posts to groups you’re a member of
On profiles, where you can see posts made by the person whose profile you’re viewing
On records, where you can see updates to the record you’re viewing
On Chatter groups, where you can see posts to the group you’re viewing

Classic Version – The original look and feel of Salesforce prior to the “Lightning” upgrade (See: Lightning Version).

Contacts – These are the people you manage within your account. Contacts should be current clients

Cvent – The event registration system managed by the Education Store. Registrant information from events is automatically added to Salesforce accounts for new and existing contacts.

Dashboard – A dashboard shows data from source reports as visual components, which can be charts, tables, or metrics. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.

Detail – A page that displays information about a single object record, such as contact. The detail page of a record allows you to view the information, whereas the edit page allows you to modify it. A term used in reports to distinguish between summary information and inclusion of all column data for all information in a report. You can toggle the Show Details/Hide Details button to view and hide report detail information.

Email Alert – Email alerts are actions that send emails, using a specified email template, to specified recipients.

Email Template – A pre-designed form that allows to update text, images, and more for frequent mailings (e.g. newsletters).

Follow – A subscription to a user or record that lets you see related updates in your Chatter feed. Follow a user to see the user’s posts. Follow a record to see posts, comments, and field changes.

Global Search– Search more records and fields in Salesforce from the header search box. Global search keeps track of which objects you use and how often you use them, and arranges the search results accordingly. Search results for the objects you use most frequently appear at the top of the list.

Home Tab – Starting page from which users can choose sidebar shortcuts and options, view current tasks and activities, or select another tab.

Lead – A lead is a sales prospect who has expressed interest in your product or company.

List View – A list display of items (for example, accounts or contacts) based on specific criteria. Salesforce provides some predefined views.

Lightning Version – The updated look and feel of the Salesforce platform. (See: Classic Version).

Mail Groups – Salesforce refers to this as Campaigns. You can add your contacts to Mail Groups to keep track of group information, send personalized email, run reports, and more.

Mail Group Member – Existing contacts from an account sorted in a mail group.

Opportunities – Opportunities track your sales and pending deals.

Owner – Individual user to which a record (for example, a contact or case) is assigned.

Page Layout – Page layout is the organization of fields, custom links, and related lists on a record detail or edit page.

Permission – A permission is a setting that allows a user to perform certain functions in Salesforce.

Personal Settings – Settings and customization options to help users personalize their Salesforce experience. All Salesforce users can edit their own personal settings. Depending on an organization’s user interface settings, users can access their personal settings from the Personal Setup area of the Setup menu, or from the menu under their avatar or name.

Post – A top-level comment in a Chatter feed.

Recent Activity – Your Recent Activity page contains a summary of all the recent activity that relates to your participation within a zone. For example, this page lists all the ideas and comments you have posted to a zone as well as the ideas you have voted on. You can view your Recent Activity page by clicking your nickname located on the right side of the Ideas tab.

Recent Items – List of links in the sidebar for most recently accessed records. Note that not all types of records are listed in the recent items.
Record – A single instance of a Salesforce object. For example, “John Jones” might be the name of a contact record.

Record Detail Page – A record detail page is a page that includes details about a Salesforce record such as an account or a contact. Examples of details include the record owner, contact information, and company information.

Report – A report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access.

Topics – When you post or comment in Chatter, you can associate your post or comment with all other posts and comments on the same subject by adding a topic. A topic is a way to categorize your post or comment so other people can find it more easily. Topics also help you discover people and groups that are knowledgeable and interested in the same topics.

Web-to-Case – Functionality that lets you gather customer support issues and feedback on your company’s website and then generate cases using that data.

Workflow Rule – A workflow rule sets workflow actions into motion when its designated conditions are met. You can configure workflow actions to execute immediately when a record meets the conditions in your workflow rule, or set time triggers that execute the workflow actions on a specific day.

Stakeholders – A database (separate from Accounts) that includes important individuals who provide influence and funding to the organization. Examples include, County Commissioners, County Council members, Extension Board members, and Advisory Board members.