Sales processes, forecasting, territories & opportunity management
An Account is the company, household, or person you do business with. In a Business-to-Business org it represents a buying organization, the one signing the contract and getting invoiced. In a Busines…
An Account Contact Relationship, often shortened to ACR, is a junction record that links a single Contact to additional Accounts beyond the one stored in the Contact's primary AccountId field. In a Bu…
An Account Team is a defined group of Users who collaborate on a single Account in Salesforce. Each team member has a role (Account Manager, Executive Sponsor, Channel Sales Manager, Lifecycle Manager…
An Account Team Member is a row on the AccountTeamMember object that grants a Salesforce user access to a specific Account in a named role, separate from ownership. The Account itself has one owner, b…
An Action Link Template is a reusable definition of an Action Link, which is a clickable button or link rendered on a Chatter feed item that triggers a pre-configured action. Action Links themselves c…
An Activity in Salesforce is a Task or an Event tracked against another record. Tasks are to-dos with a due date (a callback, a follow-up email, a contract review). Events are calendar items with a st…
Activity History is the read-only Salesforce related list of closed activities on a record. It holds past Events plus Tasks sitting at a closed status, which covers logged calls and sent emails. It is…
Amount Without Adjustments is the Collaborative Forecasts column that shows the forecast roll-up of opportunities in their unmodified state. It is the pure sum of Opportunity Amount values for opportu…
Amount Without Manager Adjustment is the Collaborative Forecasts column that shows a forecaster's number with the owner-level adjustment included but with every manager-level adjustment stripped out. …
Amount Without Owner Adjustment is the Collaborative Forecasts column that shows a forecaster's number with manager-level adjustments applied but with the owner's own (rep-level) adjustment stripped o…
An Annuity in Salesforce is a recurring-revenue product line that pays out the same amount on a regular cadence (monthly, quarterly, annually) for the life of the contract, rather than as a single up-…
An Asset in Salesforce represents a specific instance of a product that a customer owns. Where Product describes the catalog item your company sells, Asset describes the actual unit installed at a spe…
An Asset Hierarchy is a Salesforce structure that links Asset records into parent and child relationships, so a compound product and its components can be tracked as a single unit. You build it on the…
An Asset Relationship is a Salesforce standard object that records a non-hierarchical link between two Asset records that exists because of an asset modification, such as a replacement or an upgrade. …
An Attachment is a standard Salesforce object that stores a single file (a PDF, image, or document) tied directly to one parent record. The Attachment row holds the binary content in its Body field as…
A Best Answer in Salesforce is the single reply to a Chatter Question that the person who asked, a Chatter or site moderator, or a Salesforce administrator marks as the definitive resolution. The mark…
A Best Case Amount is the value shown in the Best Case column of Salesforce Collaborative Forecasts. It sums the Amount of open Opportunities whose Stage maps to the Best Case forecast category for a …
A blank lookup in Salesforce is a lookup relationship field that holds no value. The record points at no parent, so the field reads as null in SOQL, shows as empty in the user interface, and returns t…
Boolean operators are the logical connectives AND, OR, and NOT that join two or more conditions into a single true-or-false expression. In Salesforce they sit at the heart of almost every place the pl…
A Business Account in Salesforce is the standard Account record that represents a company, organisation, or institution rather than a single individual. It is the default shape of the Account object. …
A Calendar in Salesforce is the scheduling surface in Lightning Experience that shows your Event records, plus any object calendars built from other records that carry a date field, in day, week, and …
A Call in Salesforce is a phone conversation between a user and a customer. Where it gets stored depends on how it got there. When a rep types it up after hanging up, it is a Task with TaskSubtype set…
A Campaign in Salesforce is a marketing program record: an email send, a webinar, a trade show, a paid ad flight, a content syndication push, or any other outreach effort that produces Leads and influ…
Campaign Hierarchy is the Salesforce feature that lets you stack related Campaign records into a parent-child tree up to five levels deep. Each child campaign rolls its Campaign Members, costs, and in…
