Salesforce 术语解释

A

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.

Activity History

The Activity History related list of a record displays all completed tasks, logged

phone calls, saved interaction logs, expired events, outbound email, mass email,

email added from Microsoft Outlook?, and merged documents for the record

and its associated records.

Ad Group

A collection of keywords and text ads that deliver a highly targeted and potent

message. You create and manage your ad groups in Google AdWords.

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.

AdWords Customer ID

The AdWords Customer ID (CID) is the unique account number for your Google

AdWords account.

Age

In opportunity reports, the Age of an open opportunity is the number of days

since the opportunity was created. For closed opportunities, Age is the number

of days between the creation date and the closed date.

In case reports, the Age of an open case is the elapsed time from creation to

the present. The Age of a closed case is the elapsed time from creation to the

closing time of the case. You can choose to view the Age of a case in days,

hours, or minutes.

Analytic Snapshot

An analytic snapshot lets you report on historical data. Authorized users can

save tabular or summary report results to fields on a custom object, then map

those fields to corresponding fields on a target object. They can then schedule

when to run the report to load the custom object's fields with the report's data.

Analytic Snapshot Running User

The user whose security settings determine the source report's level of access

to data. This bypasses all security settings, giving all users who can view the

results of the source report in the target object access to data they might not be

able to see otherwise.

Analytic Snapshot Source Report

The custom report scheduled to run and load data as records into a custom

object.

Analytic Snapshot Target Object

The custom object that receives the results of the source report as records.

Annuity

See Quantity Schedule and Revenue Schedule.

Answers

Answers is a feature of the Community application that enables users to ask

questions and have community members reply with answers. Community

members can then vote on the helpfulness of each reply, and the person who

asked the question can mark one reply as the best answer.

Apex

Apex code is a strongly-typed, object-oriented programming

language that allows developers to execute flow and transaction control

statements on the platform server in conjunction with calls to the

API. Using syntax that looks like Java and acts like database stored

procedures, Apex code enables developers to add business logic to most

system events, including button clicks, related record updates, and Visualforce

pages. Apex scripts can be initiated by Web service requests and from triggers

on objects.

App Menu

See App Menu.

AppExchange

The AppExchange is a sharing interface from that allows you to

browse and share apps and services for the platform.

AppExchange Upgrades

Upgrading an app is the process of installing a newer version.

Approval Action

See Workflow and Approval Actions.

Approval Process

An approval process is an automated process your organization can use to

approve records in Salesforce. 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.

App

Short for “application.” A collection of components such as tabs, reports,

dashboards, and Visualforce pages that address a specific business need.

Salesforce provides standard apps such as Sales and Call Center. You can

customize the standard apps to match the way you work. In addition, you can

package an app and upload it to the AppExchange along with related

components such as custom fields, custom tabs, and custom objects. Then,

you can make the app available to other Salesforce users from the

AppExchange.

Archived Article

Archived articles were published but later removed from public visibility. Article

managers can view and manage archived articles on the Article Management

tab by clicking the

Articles

tab in the View area and choosing

Archived

Articles

. Archived articles are not visible in the Articles tab (in any channel) or

the public knowledge base. Articles can be archived manually or automatically

via an expiration date.

Article

Articles

capture information about your company's products and services that

you want to make available in your knowledge base.

Article Manager

Salesforce uses the term

article manager

to represent a specific type of user.

Article managers can access the Article Management tab to create, edit, assign,

publish, archive, and delete articles. Article managers are sometimes referred

to as knowledge managers. Article managers require the “Manage Articles”

user permission in their user profiles. The Article Management tab is not visible

to users without “Manage Articles.”

Article Type

All articles in Salesforce Knowledge are assigned to an

article type

depending

on their content. For example, a simple FAQ article type may have two custom

fields, Question and Answer, where article managers enter data when creating

or updating FAQ articles. A more complex article type may require dozens of

fields organized into several sections. Using layouts and templates,

administrators can structure the article type in the most effective way for its

particular content.

Article- Type Layout

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.

Article-Type Template

An

article-type template

specifies how the sections in the article-type layout are

rendered. An article type can have a different template for each of its four

channels. For example, if the Customer Portal channel on the FAQ article- type

is assigned to the Tab template, the sections in the FAQ's layout appear as

tabs when customers view an FAQ article. For the Table of Contents template,

the sections defined in the layout appear on a single page (with hyperlinks)

when the article is viewed. Salesforce provides two standard article-type

templates, Tab and Table of Contents. Custom templates can be created with

Visualforce.

Asset

A specific model or type of product that a customer owns. Depending on how

your organization uses assets, they can represent your products that the

customer has purchased and installed or your competitor’s products that the

customer uses.

Assignment

An assignment is a draft article that has been assigned to another user for

editing. Assignments may contain brief instructions and a due date.

Auto Number

A custom field type that automatically adds a unique sequential number to each

record. These fields are read only.

Auto-Response Rule

A set of conditions for sending automatic email responses to case or lead

submissions based on the attributes of the submitted record. Applicable cases

include those submitted through a Self-Service portal, a Customer Portal, a

Web-to-Case form, an Email-to-Case message, or an On-Demand Email- to-

Case message. Applicable leads include those captured through a Web- to-

Lead form.

B

Best Case Amount

Revenue projection in a forecast that identifies total “possible” revenue for a

specific month or quarter. For managers, this should equal the total amount of

revenue they and their entire team might possibly generate.

Best Answer

When a member of an answers community asks a question and other

community members post a reply, the asker can mark one of the replies as the

best answer. The best answer then appears directly under the question (above

the other replies). Identifying the best answer helps other community members

with the same question quickly find the most relevant, useful information.

Boolean Operators

You can use Boolean operators in report filters to specify the logical relationship

between two values. For example, the AND operator between two values yields

search results that include both values. Likewise, the OR operator between two

values yields search results that include either value.

Blank lookup

A lookup that is performed when the lookup field dialog does not have a search

term.

Briefcase

The set of data that you can manage offline using Connect Offline.

Business Account

A company or organization that you want to track.

C

Campaign

A marketing initiative, such as an advertisement, direct mail, or conference, that

you conduct in order to generate prospects and build brand awareness.

Campaign Hierarchy

A set of up to five campaigns organized into a hierarchy. A parent campaign

can have several child campaigns, but a child campaign can have only one

parent.

Campaign Member

Any lead or contact associated with a campaign.

Campaign ROI (Return On Investment)

The campaign ROI is the return on your marketing investment. Use the

Campaign ROI Analysis Report to analyze the ROI. The ROI is calculated as

the net gain (

Total Value Won Opps - Actual Cost

) divided by the

Actual Cost. The ROI result is expressed as a percentage.

Case

Detail

ed description of a customer’s feedback, problem, or question. Used to

track and solve your customers’ issues.

Category, Solutions

A label you can apply to a solution to group similar solutions together. Solution

categories help customer support representatives find solutions faster when

solving cases. If you use the Self- Service portal or public solutions, your

customers can browse solutions by category to find what they need. See also

Parent Category.

Category, Ideas

Categories are administrator- defined values that help organize ideas into logical

sub-groups within a community. The View Category drop-down list on the Ideas

tab allows users to filter ideas by category, and the Categories picklist on the

Post Ideas page lets users add categories to their ideas. For example, if your

ideas community has the focus “Improvements to our clothing line,” then you

might set up categories such as “Shirts,” “Jackets,” and “Slacks.” Each

organization has one common set of categories that can be added or removed

from each community. An administrator defines separate categories for their

ideas and answers communities.

Category, Knowledge and Answers

See Data Category for Answers and Data Category for Articles.

Category Group for Answers

In an answers community, a

category group

provides one or more categories

that help organize questions for easy browsing. If the category group contains a

hierarchy, only the first- level categories display on the Answers tab. For

example, if you're a computer manufacturer you might create a Products

category group for your Products community that has four categories:

Performance Laptops, Portable Laptops, Gaming Desktops, and Enterprise

Desktops. Community members can choose one of the categories to assign to

a question. Administrators create the category group and categories and then

associate the category group with their answers community. An administrator

defines separate categories for their ideas and answers communities.

Category Group for Articles

In Salesforce Knowledge, a

category group

organizes data categories into a

logical hierarchy. For example, to classify articles by sales regions and

business units, create two category groups, Sales Regions and Business Units.

The Sales Regions category group could consist of a geographical hierarchy,

such as All Sales Regions as the top level, North America, Europe, and Asia at

the second level, and so on up to five levels. When creating articles, authors

assign the relevant categories to the article. End users searching for articles

can search and filter by category.

Channel

The

channel

refers to the medium by which an article is available. Salesforce

Knowledge offers four channels:

The internal app. Salesforce users can access articles in the Articles tab

depending on their role visibility.

?

The Customer Portal. Customers can access articles if the Articles tab is

available in the portal. Customer Portal users inherit the role visibility of

the manager on the account.

?

The partner portal. Partners can access articles if the Articles tab is

available in the portal. Partner portal users inherit the role visibility of the

manager on the account.

?

The public knowledge base. Articles can be made available to

anonymous users by creating a public knowledge base using the

Sample

Public Knowledge Base for Salesforce Knowledge

app from the

AppExchange. Creating a public knowledge base requires Sites and

Visualforce.

?

Chatter Feed

A list of recent activities in Salesforce. Chatter feeds display:

On the Home tab, where you can see your updates, status updates of

people you follow, and updates to records you follow and groups you're a

member of

?

On profiles, where you can see updates 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 updates to the group you're

viewing

?

Chatter Group

Chatter groups let you share information with specific people. For example, if

you're working on a project and want to share information only with your team

members, you can create a Chatter group for your team. Chatter groups include

a list of members, a Chatter feed, and a photo. You can create the following

types of Chatter groups:

Public: Anyone can see the group's updates, but only members can post

updates. Anyone can join a public group.

?

Private: Only members can see and post updates. The group's owner or

managers must add members.

?

Clone

Clone is the name of a button or link that allows you to create a new item by

copying the information from an existing item, for example, a contact or

opportunity.

Cloud Computing

A model for software development and distribution based on the Internet. The

technology infrastructure for a service, including data, is hosted on the Internet.

This allows consumers to develop and use services with browsers or other thin

clients instead of investing in hardware, software, or maintenance.

Collapsible Section

Sections on detail pages that users can hide or show.

Combination Chart

A combination chart plots multiple sets of data on a single chart. Each set of

data is based on a different field, so values are easy to compare. You can also

combine certain chart types to present data in different ways on a single chart.

Comment, Chatter

A reply to an update in a Chatter feed.

Connection (for Salesforce to Salesforce)

A business partner that you invite to share data using Salesforce to Salesforce.

Community

Communities help organize ideas and questions into logical groups with each

community having its own focus and unique ideas and questions. Professional

Edition organizations can have only one internal ideas community. All other

editions can have up to 50 communities shared between ideas and answers.

Community Application

The Community application includes the ideas and answers features. The

Community app is available in the app menu.

Community Expert

A community expert is a member of the community who speaks credibly and

authoritatively on behalf of your organization. When a community expert posts a

comment or idea, a unique icon (

) displays next to his or her name so other

community members can easily identify credible information within the

community. The Salesforce administrator can designate as many community

experts as necessary.

Commit Amount

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.

Competitor

Related list that displays competitor names, strengths, and weaknesses entered

for a specific opportunity.

Computer-Telephony Integration (CTI)

The linkage between a telephone system and a computer that facilitates

incoming- and outgoing-call handling and control.

Connect for Lotus Notes

Connect for Lotus Notes is an add-in for IBM? Lotus Notes? that

adds new commands to the Lotus Notes user interface that let you interact with

Salesforce.

Connect for Office

Product that allows you to integrate Salesforce with Microsoft? Word and Excel.

Connect for Outlook

Connect for Microsoft Outlook is an add-in for Microsoft Outlook that

allows you to interact with Salesforce conveniently from Outlook. Connect for

Outlook adds buttons and options to your Outlook user interface.

Connect Offline

Product that allows salespeople to use Salesforce to update their data remotely,

anywhere, anytime

—

totally unplugged.

Console Tab

A tab that combines related records into one screen with different frames so

that users can view and edit information all in one place.

Console Layout

Objects chosen by an administrator to display in the list view frame of the

Console tab. For example, if an administrator adds cases to a console layout,

then users whose profiles are assigned to that console layout can see list views

of cases in the console's list view frame.

Contact

Contacts

are the individuals associated with your accounts.

Contact Role

The role that a contact plays in a specific account, contract, or opportunity, such

as “Decision Maker” or “Evaluator.” You can mark one contact as the “primary”

contact for the account, contract, or opportunity. A contact may have different

roles in various accounts, contract, or opportunities.

Content Delivery

A file that has been converted into an optimized online format for distributions to

leads, contacts, and colleagues.

Content Pack

A collection of related documents or files that are stored as a group in

Salesforce CRM Content.

Contract

A

contract

is an agreement defining the terms of business between parties.

Contract Line Item

Contract line items are specific products covered by a service contract. They

only display to users on the Contract Line Items related list on service contracts,

not contracts.

Controlling Field

Any standard or custom picklist or checkbox field whose values control the

available values in one or more corresponding dependent fields.

Convert

Button or link that allows you to change a qualified lead into an account, contact,

and, optionally, an opportunity. Information from the lead fields is transferred

into the appropriate account, contact, and opportunity fields.

Cookie

Client- specific data used by some Web applications to store user and session-

specific information. Salesforce issues a session “cookie” only to record

encrypted authentication information for the duration of a specific session.

CTI Adapter

A lightweight software program that controls the appearance and behavior of a

Salesforce SoftPhone. The adapter acts as an intermediary between a third-

party computer telephony integration (CTI) system, Salesforce, and a

Salesforce CRM Call Center user. It must be installed on any machine that

needs access to Salesforce CRM Call Center functionality.

Custom Field

A field that can be added in addition to the standard fields to customize

Salesforce for your organization’s needs.

Custom Help

Custom text administrators create to provide users with on-screen information

specific to a standard field, custom field, or custom object.

Custom Links

Custom URLs defined by administrators to integrate your Salesforce data with

external websites and back-office systems. Formerly known as Web links.

Custom Object

Custom records that allow you to store information unique to your organization.

Custom Report Type

See Report Type.

Custom S-Control

Note

S-controls have been superseded by Visualforce pages. After March

2010 organizations that have never created s-controls, as well as new

organizations, won't be allowed to create them. Existing s-controls will

remain unaffected, and can still be edited.

Custom Web content for use in custom links. Custom s-controls can contain

any type of content that you can display in a browser, for example a Java applet,

an Active-X control, an Excel file, or a custom HTML Web form.

Customizable Forecasting

A revised forecasting module that allows organizations to customize forecasts

for their organization’s business process.

Custom App

See App.

Custom View

A display feature that lets you see a specific set of records for a particular

object.

D

Dashboard

A

dashboard

shows data from source reports as visual components, which can

be charts, gauges, tables, metrics, or Visualforce pages. They provide a

snapshot of key metrics and performance indicators for your organization. Each

dashboard can have up to 20 components.

Dashboard Builder

Dashboard builder

is a drag-and-drop interface for creating and modifying

dashboards.

Data Category for Answers

On the Answers tab,

data categories

allow users to classify questions in an

answers community. For example, if you have an answers community for

hardware products, your data categories may include laptops, desktops, and

printers. Community members can quickly browse within a specific category to

find answers to their questions. Administrators can use data categories to

control access to questions.

Data Category for Articles

In Salesforce Knowledge,

data categories

are a set of criteria organized

hierarchically into category groups. Articles in the knowledge base can be

classified according to multiple categories that make it easy for users to find the

articles they need. For example, to classify articles by sales regions and

business units, create two category groups, Sales Regions and Business Units.

The Sales Regions category group could consist of a geographical hierarchy,

such as All Sales Regions as the top level, North America, Europe, and Asia at

the second level, and so on up to five levels. Authors assign categories to

articles. Administrators can use data categories to control access to articles.

Dated Exchange Rates

Dated exchange rates allow you to map a currency conversion rate to a specific

date range. For example, the exchange rate on January 1 was 1 USD to 1.39

AUD, but on February 1, it changed to 1 USD to 1.42 AUD. Your opportunities

that closed between January 1 and February 1 use the first exchange rate (1 =

1.39), while opportunities that closed after February 1 used the second

exchange rate (1 = 1.42).

Decimal Places

Parameter for number, currency, and percent custom fields that indicates the

total number of digits you can enter to the right of a decimal point, for example,

4.98 for an entry of 2. Note that the system rounds the decimal numbers you

enter, if necessary. For example, if you enter 4.986 in a field with Decimal

Places of 2, the number rounds to 4.99.

Demote

If you dislike an idea, you can click

demote

to subtract 10 points from its overall

score and decrease the idea's overall popularity ranking. You cannot demote

the same idea more than once, and after you demote an idea you cannot

promote it. An idea can have negative overall points if more users demote the

idea than promote it.

Dependent Field

Any custom picklist or multi-select picklist field that displays available values

based on the value selected in its corresponding controlling field.

Detail

A page that displays information about a single object record. 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.

Detail View

The Console tab's center frame, which is the detail page view of any record

selected from any of the

console’s other frames. The detail view displays the

same page layouts defined for the object’s detail pages. When a record is

displayed in the detail view, it is highlighted in the list view.

Developer Edition

A free, fully-functional Salesforce organization designed for developers to

extend, integrate, and develop with the platform. Developer Edition

accounts are available on

.

Document Library

A place to store documents without attaching them to accounts, contacts,

opportunities, or other records.

Draft Article

Draft articles are in-progress articles that have not been published, which

means they are not visible on the Articles tab (in any channel) or in a public

knowledge base. Article managers can access draft articles on the Article

Management tab by clicking the

Articles

tab in the View area and choosing

Draft Articles

. You can filter draft articles by those assigned to you or those

assign to anyone (all draft articles for your organization). Draft articles can be

assigned to any user involved in the editorial work.

Draft Translation

Draft translations are in-progress translations of articles into multiple languages.

They have not been published, which means they are not visible on the Articles

tab (in any channel) or in a public knowledge base. Article managers can

access draft translations on the Articles Management tab by clicking the

Translations

tab in the View area and choosing

Draft Translations

. You can

filter draft translations by those assigned to you, those assigned to a translation

queue, or those assigned to anyone (all draft translations in your organization).

Translations can be assigned to any user who can publish Salesforce

Knowledge articles.

Dynamic Dashboard

A

dynamic dashboard

runs using the security settings of the user viewing the

dashboard. Each user sees the dashboard according to his or her own access

level. This approach helps administrators share one common set of dashboard

components to users with different levels of access.

E

Email Alert

Email alerts are workflow and approval actions that are generated using an

email template by a workflow rule or approval process and sent to designated

recipients, either Salesforce users or others.

Email Template

A form email that communicates a standard message, such as a welcome letter

to new employees or an acknowledgement that a customer service request has

been received. Email templates can be personalized with merge fields, and can

be written in text, HTML, or custom format.

Enterprise Edition

A Salesforce edition designed for larger, more complex businesses.

Entitlement

Entitlements help you determine if your customers are eligible for customer

support so you can create cases for them. A customer may be eligible for

support based on a particular asset, account, or service contract.

Entitlement Contact

Entitlement contacts are contacts specified to receive customer support.

Entitlement Process

Entitlement processes are timelines that include all of the steps (milestones)

that your support team must complete to resolve cases. Each process includes

the logic necessary to determine how to enforce the correct service level for

your customers.

Entitlement Template

Entitlement templates are predefined terms of customer support that you can

quickly add to products. For example, you can create entitlement templates for

Web or phone support so that users can easily add entitlements to products

offered to customers.

Event

An event is an activity that has a scheduled time. For example, a meeting, or a

scheduled phone call.

Event Series

A series of events that recur with a regular pattern. For example, you may have

a weekly meeting with a customer defined as an event series.

F

Feed Attachment, Chatter

A feed attachment is a file or link that is attached to a post in a Chatter feed.

Feed Filter, Chatter

Feed filters

display a subset of updates in your Chatter feed on the Chatter tab.

Feed Tracking, Chatter

Administrator settings that determine which records can be followed and which

fields can be tracked in Chatter feeds. Enabling an object for feed tracking

allows people to follow records of that object type. Enabling fields for feed

tracking allows users to see updates on the Chatter feed on the Home tab when

those fields are changed on records they follow.

Field-Level Help

Custom help text that you can provide for any standard or custom field. It

displays when users hover a mouse over the help icon adjacent to that field.

Field-Level Security

Settings that determine whether fields are hidden, visible, read only, or editable

for users based on their profiles. Available in Enterprise, Unlimited, and

Developer Editions only.

Field Sets

A field set is a grouping of fields. For example, you could have a field set that

contains fields describing a user's first name, middle name, last name, and

business title. Field sets can be referenced on Visualforce pages dynamically. If

the page is added to a managed package, administrators can add, remove, or

reorder fields in a field set to modify the fields presented on the Visualforce

page without modifying any code.

Field Update

Field updates are workflow and approval actions that specify the field you want

updated and the new value for it. Depending on the type of field, you can

choose to apply a specific value, make the value blank, or calculate a value

based on a formula you create.

File Owner

You own a file in Chatter when you:

?

?

?

Upload a file on the Files tab

Attach a file to a feed in Chatter

Upload a file in Salesforce CRM Content

File, Private

A private file in Chatter is indicated by the private icon (

) and is only

available to the file owner and isn't shared with anyone. A private file is created

when you upload a file on the Files tab or contribute a file to a Salesforce CRM

Content personal workspace. You own files you upload or contribute.

File, Privately Shared

A privately shared file in Chatter is indicated by the privately shared icon (

)

and is only available to the file owner and the specific people it has been shared

with.

File, Your Company

A file shared with your company in Chatter is indicated by the your company

icon (

) and is available to all Chatter users in your company. All Chatter

users in your company can find and view this file.

File Viewer

Users with the “viewer” permission can view, download, and share files in

Chatter.

Files Tab

A tab that lists a user's Chatter and Salesforce CRM Content files.

Filter Condition/Criteria

Condition on particular fields that qualifies items to be included in a list view or

report, such as “State equals California.”

Fiscal Year

A period that an organization uses for financial planning purposes, such as

forecasting, whose length is usually similar to the length of a calendar year.

Fiscal years usually contain smaller fiscal periods, such as quarters or

trimesters.

Folder

A

folder

is a place where you can store reports, dashboards, documents, or

email templates. Folders can be public, hidden, or shared, and can be set to

read-only or read/write. You control who has access to its contents based on

roles, permissions, public groups, and license types.

Follow

A subscription to a user or record that lets you see related updates in your

Chatter feed on the Home tab. Follow a user to see status updates. Follow a

record to see posts, comments, and field changes.

App Menu

A menu that enables users to switch between customizable applications (or

“apps”) with a single click. The

app menu displays at the top of every

page in the user interface.

Forecast Category

Determines the category to which an opportunity is attributed in a forecast. The

default category setting for an opportunity is tied to its stage, as set in the Stage

picklist. To update the Forecast Category for a particular opportunity, you must

edit that opportunity’s forecast.

Forecast User

A user who can see and work with forecasts below them in either the forecast

hierarchy or territory hierarchy.

Forecasts

Projections of sales based on the organization's fiscal year.

Formula Field

A type of custom field. Formula fields automatically calculate their values based

on the values of merge fields, expressions, or other values.

Function

Built-in formulas that you can customize with input parameters. For example,

the DATE function creates a date field type from a given year, month, and day.

G

Google AdWords

Google AdWords? (

) is an online advertising service

used to create advertisements that display on major search engines, including

Google. Many Salesforce customers advertise online with Google AdWords as

a mechanism to generate leads.

Google Apps

G

oogle Apps? is a suite of on

-demand communication and collaboration

services hosted by Google and designed for business users. Salesforce

integrates key Google Apps services and provides several AppExchange apps

that enhance and customize Google-related functionality.

Google Campaign

A Google campaign represents a specific marketing program that contains a

series of advertisements, messages, and keywords. You create Google

campaigns in Google AdWords and track resulting leads, opportunities, and

deals in Salesforce.

Google Docs

Google Docs? allows you to create on

-demand documents, spreadsheets, and

presentations, edit them in your browser, and work together in real time with

other collaborators.

Google Talk

Google Talk? is Google's instant

-messaging tool. When the Google Talk

Sidebar Component is activated in Salesforce, Google Talk displays in the

sidebar where it can be toggled on, off, or expanded into its own window. You

can also log a chat record as an activity on a Salesforce lead or contact record.

Gmail

A free Web-based email service from Google that operates on all standard

browsers and can be used with your company's domain. Also known as Google

Mail.

Gregorian Year

A calendar based on a twelve month structure used throughout much of the

world.

Group

A groups is a set of users. Groups can contain individual users, other groups, or

the users in a role. Groups can be used to help define sharing access to data or

to specify which data to synchronize when using Connect for Outlook or

Connect for Lotus Notes.

Users can define their own personal groups. Administrators can create public

groups for use by everyone in the organization.

Group Edition

A product designed for small businesses and workgroups with a limited number

of users.

Group Task

A task that was assigned to multiple users when it was created. Note that group

tasks are independent records that are not linked; they can be edited,

transferred, or deleted individually.

H

Half-life

The half-life setting determines how quickly old ideas drop in ranking on the

Popular Ideas subtab, to make room for ideas with more recent votes. A shorter

half-life moves older ideas down the page faster than a longer half-life. This

setting affects all communities in your organization.

High-Volume Portal Users

Limited-access users intended for organizations with many thousands to

millions of portal users. Unlike other users, high-volume portal users don't have

roles, which eliminates performance issues associated with role hierarchy

calculations. High-volume portal users include both the High Volume Customer

Portal User and Authenticated Website User license types.

Home Tab

Starting page from which users can choose sidebar shortcuts and options, view

current tasks and activities, or select another tab.

Hover Detail

Hover details display an interactive overlay containing detailed information

about a record when users hover the mouse over a link to that record in the

Recent Items list on the sidebar or in a lookup field on a record detail page.

Users can quickly view information about a record before clicking

View

for the

record's detail page or

Edit

for the edit page. The fields displayed in the hover

details are determined by the record's mini page layout. The fields that display

in document hover details are not customizable.

I

Idea

Ideas are suggestions posted by the members of an ideas community. For

example, if the focus of a particular community is “Ideas for car features,” an

appropriate idea for that community might have the title “Insulated cup holders

that

keep your beverage hot or cold.” Or, if the focus of a particular community

is “Ideas for our company's employee benefits,” an appropriate idea for that

community might have the title “On

-

site day care.”

Immediate Action

A workflow action that executes instantly when the conditions of a workflow rule

are met.

Interaction Log

An area in the Service Cloud console where you can jot notes about the main

record you're working on without clicking a button, viewing a new tab, or

scrolling to the Notes & Attachments related list. Interaction logs are archived

on the Activity History related list for easy review and retrieval. Administrators

can customize interaction logs to include task fields.

ISO Code

The International Organization for Standardization country code, which

represents each country by two letters.

J

Junction Object

A custom object with two master-detail relationships. Using a custom junction

object, you can model a “many

-to-

many” relationship between two objects. For

example, you may have a custom ob

ject called “Bug” that relates to the

standard case object such that a bug could be related to multiple cases and a

case could also be related to multiple bugs.

K

Keyword

Keywords are terms that you purchase in Google AdWords. Google matches a

search phrase to your keywords, causing your advertisement to trigger on

Google. You create and manage your keywords in Google AdWords.

Knowledge Agent

Salesforce uses the term

knowledge agent

to represent a specific type of user.

Knowledge agents are article consumers in the internal Salesforce Knowledge

app. These users can access the Articles tab to search for and view articles, but

they cannot create, edit, or manage articles.

L

Landing Page

A landing page is an existing page on your corporate website or a page that you

have designed specifically for your Google advertisements. Landing pages

typically contain an offer and a Web-to-Lead form.

Layout

See Page Layout.

Lead

A

lead

is a sales prospect who has expressed interest in your product or

company.

Lead Source

A field on the lead detail page that Salesforce for Google AdWords

automatically populates with information about where the lead originated.

Salesforce for Google AdWords uses the following lead source values:

Lead Origin

Lead Source Field Value

A click on a Google AdWords advertisement

Google AdWords

A click on an organic search listing

Organic {Search Engine}

A referring link to your website, such as a partner

W

eb Referral

A user typed in or bookmarked your URL

Web Direct

Lead Tracking

Lead tracking provides the ability for Salesforce customers to correlate Google

AdWords search marketing efforts with the leads, opportunities, and deals that

result from those efforts. Lead tracking is also referred to as Website Lead

Tracking.

Length

Parameter for custom text fields that specifies the maximum number of

characters (up to 255) that a user can enter in the field.

Parameter for number, currency, and percent fields that specifies the number of

digits you can enter to the left of the decimal point, for example, 123.98 for an

entry of 3.

Letterhead

Determines the basic attributes of an HTML email template. Users can create a

letterhead that includes attributes like background color, logo, font size, and font

color.

Like

To show support for a post in a Chatter feed. When you like a post, you receive

email notifications for subsequent comments.

List Price

The price of a product in a custom price book.

List View

A list display of items (for example, accounts or contacts) based on specific

criteria. Salesforce provides some predefined views.

In the Console tab, the list view is the top frame that displays a list view of

records based on specific criteria. The list views you can select to display in the

console are the same list views defined on the tabs of other objects. You cannot

create a list view within the console.

Local Name

The value stored for the field in the user’s or account’s language. The local

name for a field is associated with the standard name for that field.

Locale

The country or geographic region in which the user is located. The setting

affects the format of date and number fields, for example, dates in the English

(United States) locale display as 06/30/2000 and as 30/06/2000 in the English

(United Kingdom) locale.

In Professional, Enterprise, Unlimited, and Developer Edition organizations, a

user’s individual Locale setting overrides the organization’s Default Locale

setting. In Personal and Group Editions, the organization-level locale field is

called Locale, not Default Locale.

Long Text Area

Data type of custom field that allows entry of up to 32,000 characters on

separate lines.

Lookup Dialog

Popup dialog available for some fields that allows you to search for a new item,

such as a contact, account, or user.

Lookup Field

A type of field that contains a linkable value to another record. You can display

lookup fields on page layouts where the object has a lookup or master-detail

relationship with another object. For example, cases have a lookup relationship

with assets that allows users to select an asset using a lookup dialog from the

case edit page and click the name of the asset from the case detail page.

Lookup Relationship

A relationship between two records so you can associate records with each

other. For example, cases have a lookup relationship with assets that lets you

associate a particular asset with a case. On one side of the relationship, a

lookup field allows users to click a lookup icon and select another record from a

popup window. On the associated record, you can then display a related list to

show all of the records that have been linked to it. A lookup relationship has no

effect on record deletion or security, and the lookup field is not required in the

page layout.

M

Mail Merge

A mail merge is the process of generating form letters and other Microsoft Word

documents that are personalized for the recipient, who is often a contact or lead.

The content of each document is predefined in a mail merge template. Mail

merge templates include variables called merge fields where data from your

Salesforce records

—

for example a contact's name and address

—

displays in

the generated document.

Marketing User

One or more individuals in your organization who can manage campaigns.

Administrators can designate someone as a Marketing User by selecting the

Marketing User checkbox in the user’s personal information.

Only marketing users can create, edit, and delete campaigns or configure

advanced campaign setup.