🎓Salesforce Glossary

Our Salesforce training is designed for the end-user and aims to be jargon-free, and focused on showing you key features to super-charge your work. BUT there are some slightly technical terms that are worth knowing.

Accounts: These are the Client Organisation records - so the businesses that your business does business (or hopes to do business) with.

Activity / Activities: Interactions that happen with the Record, such as a Call, Event, Email or Task, all shown on the Activity Timeline.

Activity Timeline: This is where you'll find all the Activities that are associated with a particular Record, laid out in chronological order. Different information can be displayed or prioritised using filters, shown in this training guide:

Call: Found on the Activity Timeline, this is the log of a telephone call associated with the Record.

Contacts: These are the individual people that you do business with - or hope to do business with! Find out more about the details on the Contact Page here:

Details Tab: This Tab holds a lot of the core information in Fields about that particular Record, such as contact information, owner etc, depending how it has been configured by your System Admin.

Email: Found on the Activity Timeline, this is a log of an email sent or received from the Record.

Event: This is a meeting with the Record, and is found on the Activity Timeline.

Field: An individual cell which holds a specific bit of information such as Name or Address etc, lots of which make up the Record.

Filter: Settings that can be changed to show or hide certain information, such as when configuring a List View or the Activity Timeline.

Global Search: This lets you search for records, list views, and anything at all really, right across the system.

Home Page: This is the first page you see when you log into Salesforce. It typically has dashboards, Today's Events and tasks to get you started (but your Salesforce Admin may have configured it differently!)

Hyperlink: When information is shown in blue and underlined, it's showing that you can click to link to something else - for instance another Record, or that by hovering over it you can see a summary of information.

Instant Actionable Results: The initial response when clicking into the Global Search which makes suggestions based on your activity in the system.

Lead: Unqualified, potential deals that are being followed up to convert to a live Opportunity.

List Views: Lists of Records that you can customise to show different Records using Filters and different information by using Display Settings.

Nav Bar (Navigation Bar): This is the strip across the top of your page which shows the different Objects you have access to, such as below. Your Salesforce Admin can configure this for you, depending which Objects you need access to.

Natural Language Search: A feature of Global Search where you just use normal language to find what you want, rather than using Filters.

Objects: These are the different types of record that are in the system, such as Contacts, Accounts and Opportunities. Find out more about these in the "Getting Started" Training.

Opportunity/ Opportunities: These are either sales deals in progress or past deals (whether or not they were successful). They contrast with Leads which are unqualified.

Organagram: This shows the relationship between different Contacts who all work at the same company. Find out more here:

Personalisation: You can make some changes to Salesforce to maximising productivity and fit with the way YOU like to work. For instance, by prioritising List Views or changing the layout of the Records on your screen. Check out this training:

Record: This is an individual set of data, for instance relating to an Account or Contact. These are made up of individual Fields.

Refine: Narrowing a search result even further using Filters, such as in the Global Search, so you can focus in on the Records you really want!

Related List: This is list of Records that are Related to the record you are currently looking at. For instance an Account will have Contacts that are related to it - ie all the people that work at that company. Check out the Getting Started training for more.

Salesforce Org: Short for Salesforce Organisation, this is the system as a whole. Understand more about this in our Getting Started training:

Search Bar: The field at the top centre of the screen which is where you can search for anything in the system using the Global Search function.

System Admin: The person (or persons) who is responsible for making sure everything works as it should in the system. They can configure it to suit you and will listen to your ideas to improve it further. If you don't know who they are, go find them - they'll probably be the one with a halo over their head. 😇