- 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 Salesforce.com feature that seamlessly integrates Salesforce.com with third-party computer-telephony integration (CTI) systems.
Industry:Software
A selection in the Report Wizard that allows you to define the report criteria from which users can run and create custom reports. For example, you may want users to run and customize reports based on accounts with or without opportunities.
With custom report types, you can enable users to create reports from predefined standard and custom objects, object relationships, and standard and custom fields that you specify.
Industry:Software
A single instance of a Salesforce.com object. For example, “John Jones” might be the name of a contact record.
Industry:Software
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.
Industry:Software
A type of full-text search that matches only items that contain a specified phrase, such as “customer relationship management.”
Industry:Software
A Web portal feature that allows your customers to search your organization’s public solutions to find answers to their questions and to submit new cases to your customer support team.
Industry:Software
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.
Industry:Software
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.
Industry:Software
Allowing other users to view or edit information you own. There are different ways to share data:
*Sharing Model—defines the default organization-wide access levels that users have to each other’s information and
*Role Hierarchy—defines different levels of users such that users at higher levels can view and edit information owned by or shared with users beneath them in the role hierarchy, regardless of the organization-wide sharing model settings.
*Sharing Rules—allow an administrator to specify that all information created by users within a given group or role is automatically shared to the members of another group or role.
*Manual Sharing—allows individual users to share a specific account or opportunity with other users or groups.
*Apex-Managed Sharing—enables developers to programmatically manipulate sharing to support their application’s behavior. See Apex-Managed Sharing.
Industry:Software
Alternative “save” on most pages with which you can save your current changes and create a new entry.
Industry:Software
