Salesforce terms starting with Q

A Salesforce Forecasting option that forecasts based on product quantities rather than (or in addition to) revenue amounts, useful for organizations that track sales performance by unit volume.

In Salesforce Products and Pricing, a schedule defined on a product that specifies how the product quantity will be delivered over time in installments, breaking a single order into multiple delivery dates.

In Salesforce Forecasting, the raw forecast quantity total from opportunities before any manager or owner adjustments have been applied, representing the unadjusted bottom-up quantity forecast.

In Salesforce Forecasting, the forecast quantity for a user's team that excludes adjustments made by their manager in the forecast hierarchy, showing the quantity total before management overrides.

In Salesforce Forecasting, the forecast quantity that excludes the owner's own judgment adjustments, showing only the raw rollup of opportunity quantities before the forecast owner made manual changes.

In Salesforce Apex SOQL, a cursor returned by Database.getQueryLocator() that enables processing of up to 50 million records in batch Apex jobs, compared to the standard 50,000-record SOQL limit.

In Salesforce URLs and web-to-lead/case forms, a parameter passed in the URL query string (after the ? character) that can prepopulate field values on records or control page behavior when the URL is loaded.

In Salesforce, a Question refers to a post type in Chatter Questions or Experience Cloud Q&A where a user asks for help or information from the community. Unlike a standard Chatter post, a Question supports answer-thread semantics - one or more Answers below, a Best Answer selection, and notification/follow subscriptions on the thread itself. Questions are a first-class Chatter object and can be routed into Cases if they need service-agent attention.

In Salesforce Chatter Answers, a question posted privately that is visible only to support agents and the question author, not to the broader community, used for sensitive or account-specific inquiries.

In Salesforce, a holding area for records (like cases, leads, or custom objects) that are awaiting assignment to a user, where any queue member can claim ownership, used to distribute work among teams.

A Queue Member in Salesforce is a User who has been added to a Queue, granting them the right to claim ownership of records assigned to that Queue. Under the hood, Queue membership is stored as Group Member records (with the parent Group having Type = "Queue"), since Queues in Salesforce are a specialized type of Group. Each Queue Member has visibility into all records currently owned by the Queue, can change their ownership to themselves (claiming a record) or assign them to other team members, and is included in any Queue-targeted notifications, email alerts, or routing rules. Queue Members are the operational core of any work-distribution model in Salesforce - Service Cloud queues for Cases, Sales Cloud queues for Leads, and custom-object queues for any team-shared workload. Adding or removing Queue Members directly affects who can act on the queued work, making roster management one of the most frequent admin tasks in service-heavy and high-volume sales orgs.

In Salesforce CRM Call Center (Classic CTI), a queue that holds incoming calls waiting to be routed to available agents, managing call distribution based on configured routing rules and agent availability.

A Salesforce action (global or object-specific) that provides users with a shortcut to perform common tasks like creating records, logging calls, sending emails, or updating fields, accessible from action bars and record pages.

A Salesforce productivity feature that stores predefined text snippets agents can insert into emails, chats, and other text fields with a few clicks, supporting merge fields to auto-populate record data into the text.

Quick Text Settings is a Setup page where administrators enable and configure Quick Text, which provides pre-written text snippets that users can insert into emails, chats, and other text fields. Quick Text reduces typing time and ensures consistent messaging across the support and sales teams.

Quip is a Salesforce collaboration and productivity platform (acquired in 2016) that combines documents, spreadsheets, chat, and task management in a single workspace, integrated with Salesforce records for contextual document collaboration. Salesforce has announced the end of life for Quip, with all subscriptions unable to be renewed after March 1, 2027. After subscription expiration, instances go through a 90-day read-only phase, a 90-day blocked login phase, and then data deletion. Salesforce recommends migrating to Slack and Agentforce.

In Salesforce Sales Cloud, a revenue or quantity target assigned to a sales rep or team for a specific time period, used in forecasting to measure performance against goals and track attainment percentages.

A Salesforce object that represents a formal pricing proposal for products or services, generated from an opportunity with line items, pricing, terms, and the ability to produce PDF quote documents for customers.

A line item on a Salesforce Quote record that specifies a particular product, its quantity, unit price, and any discounts, representing one product entry in the overall pricing proposal.

In Salesforce B2B Commerce, the quote or pricing summary presented to a buyer during the checkout process, reflecting the products in their cart with negotiated or list pricing applied.

Quotes Settings is a Setup page where administrators enable and configure the Quotes feature, which allows sales reps to create detailed price quotes from Opportunity records. Settings include enabling quotes, configuring quote templates, and setting up quote-to-order conversion rules.