- Industry: Software
- Number of terms: 2122
- Number of blossaries: 0
- Company Profile:
Salesforce.com, inc. provides customer and collaboration relationship management (CRM) services to businesses and industries worldwide.
A visual representation of your custom report data. You can create several dashboard components within a dashboard to give you a real-time snapshot of corporate metrics and key performance indicators.
Industry:Software
A workflow action that executes instantly when the conditions of a workflow rule are met.
Industry:Software
A workflow action that executes when the conditions of a workflow rule and an associated time trigger are met.
Industry:Software
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.
Industry:Software
A written agreement defining the terms of doing business between two or more parties.
Industry:Software
Amount entered in a forecast that an individual salesperson is reasonably confident of closing in a particular month or quarter. For managers, this should equal the amount that they and their team can confidently close.
Industry:Software
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.
Industry:Software
An analytic snapshot enables users to run a tabular or summary report and save the report results to fields on a custom object. With analytic snapshots, users with the appropriate permissions can map fields from a source report to the fields on a target object, and schedule when to run the report to load the custom object's fields with the report's data.
Industry:Software
An approval process is an automated process your organization can use to approve records in Salesforce. com. An approval process specifies the steps necessary for a record to be approved and who must approve it at each step. A step can apply to all records included in the process, or just records that have certain attributes. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.
Industry:Software
An article-type layout enables administrators to create sections that organize the fields on an article, as well as choose which fields users can view and edit. One layout is available per article type. Administrators can modify the layout from the article-type detail page.
Industry:Software
