Wednesday, December 18, 2019

Helpful Resources to Navigate Salesforce



Here are some helpful tools & resources to help you find your way around Salesforce.


Trailhead 

Trailhead is a learning community full of videos and interactive tutorials to teach you how to do everything and anything on Salesforce. Whether you’re an admin, user, developer, or partner, you can learn how to use Salesforce through its free online modules.

System Administrator 

Your system administrator is usually well-versed on Salesforce, and can help you navigate the platform and aid you in any struggle you might be having.  


Salesforce Help Support 

Most Salesforce pages have a “Help for this Page” link that leads you to a help guide specifically geared to the page you’re on.  For general support from within Salesforce, you can click the Help link on the Home page, and type some keywords related to your question into the Search bar. There you will find a list of suggested articles that include Help topics. You can also contact Salesforce support and create a case if you’re having a particular issue. 

Salesforce Success Community 

There’s also the Salesforce Success Community where you can interact directly with other Salesforce users to get the answers you need.  To seek opinions from others in the community, you can search or post a question in the community. Many times you’ll find users with similar issues you might be having, and will find the right solution right away.  

Twitter 

Another method to ask for help from the Salesforce tech community is Twitter. If you’re already a Twitter user, use the #askforce hashtag in your tweet to shout out your question.

SkyPlanner

You can also check out our blog as well as the FAQs on our website to help you out whenever you get lost. We’ve got plenty of free, handy resources for everyone!

And if you still can’t find what you’re looking for, feel free to contact us by calling (305) 814-7597 or emailing hello@theskyplanner.com. We'll be more than happy to help with any Salesforce need. 

Salesforce 101: The Ultimate Cheat Sheet (Part 2)

In our last post, we gave you the ballpark view of the Salesforce ecosystem, its technology and products. Today, we’re going to take you more in depth into the rabbit hole that is Salesforce operations, and teach you how to easily orbit around the platform.

Okay, so now you’re a Salesforce user. Welcome!

#1: First things first, let’s talk about Salesforce Profiles & Roles.


Within the Salesforce platform, there are different types of profiles and roles assigned to each user in your spaceship or organization. The difference between profiles and roles is that profiles determine what a user can do within the org whereas roles define the data visibility a particular user has. 

Okay, let’s break that down--
Profiles = what a user can do within the org
Roles = what data a user can see

These roles follow a hierarchy and have certain permission settings to ensure that the right people have access to the right data. The users in the highest level of the role hierarchy are those that require visibility to the entire organization. Assigning a profile to a user is mandatory, but a role is optional. 


#2:  Let’s dive into the standard profiles and what their permission settings allow for. 


System Administrator
The System Administrator is one or more individuals in your organization who can configure and customize the application. Users assigned to the System Administrator profile have administrator privileges. Think of this like the Commander-In-Chief of your spacecraft.

Standard Platform User
The Standard Platform User can use custom Salesforce AppExchange apps developed in your org or installed from AppExchange. In addition, they can use core platform functionality such as accounts, contacts, reports, dashboards, and custom tabs.

Standard Platform One App User
The Standard Platform One App User can use one custom AppExchange app developed in your org or installed from AppExchange. The custom app is limited to five tabs. In addition, they can use core platform functionality such as accounts, contacts, reports, dashboards, and custom tabs.

Image result for salesforce standard user profile

Standard User
The Standard User can create and edit most major types of records, run reports, and view the org's setup. They can view, but not manage, campaigns. And they can create, but not review, solutions.

Customer/Partner Community User
The Customer or Partner Community User can log in via a community. Your community settings and sharing model determine their access to tabs, objects, and other features.

Customer Portal Manager
The Customer Portal Manager can log in via a Customer Portal or a community. They can view and edit data they directly own or data owned by or shared with users below them in the Customer Portal role hierarchy; and they can view and edit cases where they are listed in the Contact Name field.

Solution Manager
The Solution Manager can review and publish solutions. They also have access to the same functionality as the Standard User.

Marketing User
The Marketing User can manage campaigns, create letterheads, create HTML email templates, manage public documents, and add campaign members and update their statuses with the Data Import Wizard. They also have access to the same functionality as the Standard User.

Contract Manager
The Contract Manager can create, edit, activate, and approve contracts. This profile can also delete contracts as long as they are not activated.

Read Only

Read Only Users can view the org’s setup, run and export reports, and view, but not edit, other records.

Chatter Only User
Chatter Only Users can only log in to Chatter, and access all standard Chatter people, profiles, groups, and files. Additionally, they can:

  • View Salesforce accounts and contacts
  • Use Salesforce CRM Content, Ideas, and Answers
  • Access dashboards and reports
  • Use and approve workflows
  • Use the calendar to create and track activities
  • View and modify up to ten custom objects
  • Add records to groups

#3 Now, that we’ve covered the basics, let’s talk about navigating this new planet, we’ll call it SpaceForce.    


The first page you’ll see once you log in is the Salesforce mothership aka the home page, which is customized to you. Here you’ll find some variation of the following galactic elements--

Image result for salesforce lightning home page

Tabs
Tabs help you navigate Salesforce. When you click a tab, the tab’s Home page appears with sections for views, tools, and reports to help you manage your work. Examples of tabs include the Home tab or Object tabs such as Accounts, Opportunities, Campaigns, etc. 

App menu
You can use the app drop-down menu to switch between sets of tabs that are used the most by different types of Salesforce users.

Create New drop-down list 
Choose an item in the Create New drop-down list to create new records in Salesforce, such as accounts, contacts, and opportunities.

Recycle Bin
The Recycle Bin link on the sidebar allows you to restore a record if you deleted it in the past 15 days. 

Calendar
You can use the calendar to keep an eye on your schedule in Salesforce. With the calendar view icons, you can jump to different time periods and see the calendars of other users or resources.

My Tasks
You can use the My Tasks section to stay on track with all the items on your to-do list.

Search
The Search bar allows you to find information fast in Salesforce by entering keywords. A search results page appears with lists of records that match your search.

Recent Items
You can use Recent Items to open records that you recently visited.

Messages and Alerts
Watch out for Messages and Alerts for important communications from your Salesforce project team or managers.

My Settings
You can modify your personal settings by clicking the My Settings option under the Your Name menu at the top to go to the My Settings page. If you’re an administrator, use Setup to customize, configure, and administer Salesforce.

Help
If you need help, you can click the Help link in the upper-right corner.

#4 Okay Trooper, so now that we’ve covered the homepage, let’s run through your everyday Salesforce operations. 


Track a prospect: 
Click on the Create New Lead item in the sidebar, fill in the record, and then click Save.

Track a company:
Click on the Create New Account item in the sidebar, complete  the record, and then click Save.

Set up parent/child relationships: 
First, create records for parent and child accounts. Click the Edit button on a child account and use the Lookup icon next to the Parent Account field to associate the parent, so you can get a visual display of an organization’s corporate structure. Then click Save to unify the two.

Track a person:
Go to an Account detail page where the person is employed, and click on the Create New Contact item in the sidebar. Complete the record and then click Save.

Establish organization hierarchies:
First, create records for contacts of an account. Then select the Edit button on a contact record and use the Lookup icon next to the Reports To field to associate the manager. Then click Save.

Add a deal:
Go to an Account detail page for the related customer and click on the Create New Opportunity item in the sidebar. Fill in the fields (including the Stage and Close Date fields) and then click Save.

Image result for salesforce set up a task

Set up a task: 
Go to a related record detail page (such as a contact or account) and select the Create New Task item in the sidebar. Fill in the fields and then click Save.

Log a call:
Go to a related record detail page and click the Log a Call button in the Activity History related list. Fill in the fields and then click Save.

Send an email:
Go to a related record detail page (such as a contact or lead) and click the Send an Email button in the Activity History related list. Fill in the fields and then click Save.

Access sales collateral:
Click the Content tab, enter keywords, and then click the Find Document button to search for matching documents.

Manage a campaign:
If you have campaigns and the proper permissions, click the New Campaign button on the taskbar. Fill in the fields and then click Save.

Initiate a customer service inquiry:
Go to a related record detail page (such as an account or contact) and then click on the Create New Case item in the sidebar.

Create a reusable focus list:
Click a relevant record tab and click the Create New View link in the corresponding Views section. Complete the settings for the view and then click Save.

Create a report:
Click the Reports tab and click the Create New Custom Report button. Follow the steps through the wizard and then click the Run Report button when ready.

Export a report:
Go to a report and click the Export to Excel button. Follow the steps to export the report.

Merge duplicate records:
On a Lead detail page, click the Find Duplicates button. For merging accounts, click the Merge Accounts link in the Tools section on the Accounts home page. For merging contacts, go to the Account detail page and click the Merge Contacts button in the Contacts related list. In each situation, follow the steps in the Merge wizard for that specific object to complete the operation.

Transfer a record:
Assuming that you have transfer rights, go to a record detail page and click the Change link in brackets next to the Owner field. Complete the fields and then click Save.


Tired yet? We get it. Salesforce is a lot to digest, especially at the beginning. But don’t worry, we’ve got you covered with all the ins and outs.  

Need Help? 

Here are some helpful tools & resources to help you find your way around Salesforce like a true Trailblazer.


Well that’s it for now! We hope this guide helps you understand how to get started using Salesforce. And if you still need help, don’t hesitate to contact us by calling (305) 814-7597 or emailing hello@theskyplanner.com. As a Silver certified Salesforce Consulting and Appexchange partner, our experienced team will be delighted to help you along your Salesforce journey. 

Tuesday, December 17, 2019

Salesforce 101: The Ultimate Cheat Sheet

Salesforce 101: The Ultimate Cheat Sheet

So you’ve googled Salesforce to find out what it’s all about and might have realized it has a LOT to offer. Where do you even start? Well, we created this cheat sheet for beginners like you to guide you through it all. From understanding what CRM technology is to figuring out which solution is best for you, we’ve got you covered!

The Power of Salesforce 

So let’s start off by explaining what Salesforce is and how it works.

Salesforce is a customer relationship management (CRM) solution that brings customers and companies together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce and service — a single shared view of every customer.

Unlike traditional software, Salesforce is Software-as-a-Service (SaaS) meaning that there’s no installation or hardwire setup required. All you need to do is sign up for the service and log in through a browser, and the software is immediately available, ready for use. With Salesforce, you have a full suite of services at your fingertips, stored on the cloud so you can sleep easily knowing your data is safe and secure, automatically backing up on its own.

Salesforce works for businesses of any size or industry, and gives all departments the ability to share a 360° view of your customers with one integrated CRM platform. It also allows companies to streamline their business processes and manage customer relationships by focusing on sales, service, marketing, and commerce. It keeps your data organized and secure while also presenting reports with effective analytics. Its automation features include tracking leads, managing emails, assigning tasks, notifications, approvals, etc, and so much more. It also handles all customer interactions of an organization through different forms of communication including phone calls, site email enquiries, communities, and social media.

Salesforce helps companies accelerate efficiency and productivity, and ultimately increase revenue and growth by organizing data and automating business processes. With visibility and easy access to data, it’s easier to collaborate and increase productivity. Everyone in your company can see how customers have been communicated with, what they’ve bought, when they last purchased, what they paid, and so much more.


10 Reasons Why Companies Choose Salesforce 


  1. Get more leads, close more deals
  2. Better data management, improved visibility and more access to key insights for better decision making
  3. Efficiencies through automation
  4. Ability to strategically up-sell and cross-sell 
  5. More effective marketing
  6. Accessibility from any location on any device 
  7. Faster deployment and automatic software updates
  8. Cost-effectiveness and scalability 
  9. Better customer experience
  10. Improved team collaboration and time management 

Salesforce Solutions 

Now that you have an idea of what Salesforce is and how it works, let’s talk about its best-selling solutions, which include the likes of Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud & Einstein Analytics.

Sales Cloud
Sales Cloud is a performance management software created for salespeople that optimizes business processes and increases conversions through personalized customer journeys. It is designed as a start-to-end setup for the entire sales process, empowering sales reps to work faster and smarter. It stores and organizes data including leads, accounts, contacts, contracts, opportunities, products, pricebooks, quotes, campaigns, and more. Some of its key features include lead management, sales forecasting, workflows, and email integration. 

Service Cloud
Service Cloud is a platform designed for customer service and support, enabling users to automate service processes, streamline workflows and find key articles, topics and experts to support the agent. It can listen and respond to customers across a variety of social platforms and route cases to the appropriate agent. It also gives agents a 360-degree view of each individual customer by providing AI-powered insights and predictions.  

Marketing Cloud 
Marketing Cloud is a digital marketing software that enables you to connect interactions from any channel or device, and combine customer data and behaviors to create real-time engagement. It includes integrated solutions for customer journey management, email, mobile, social media, advertising, landing pages, content creation, and data analytics. It also allows you to create campaigns and target specific customer behaviors, needs, and demographics. 

Commerce Cloud
Commerce Cloud is a B2B and B2C commerce platform that empowers brands to create intelligent, unified buying experiences across all channels including mobile, social, web, and store. It provides a rich set of capabilities, including marketing, merchandising, content, promotions, customer service, fulfillment, and artificial intelligence.

Community Cloud 
Community Cloud is a social platform designed to connect and facilitate communication among an organization’s employees, partners and customers. It allows users to share information in real time throughout an ongoing conversation, and is beneficial for troubleshooting, human resources management, and collaboration. 

Heroku 
Heroku is a cloud platform that allows companies to build, deliver, monitor and scale apps. It supports several programming languages so developers can build apps in the language of their choice including Java, Ruby, Node.js, Scala, Clojure, Python, PHP, and Go. 


Lightning Platform 
Salesforce has two versions: Classic and Lightning. The Lightning Platform offers more advanced features including customizations and app integrations so you can work faster and smarter. In essence, Lightning Platform is an app development platform that is designed to simplify processes for business users by accelerating development and app performance. It offers low-code to no-code building and automations so you can customize apps for any business need. 

Einstein Analytics
Einstein Analytics provides advanced analytics powered by artificial intelligence that automatically analyzes billions of data combinations to surface predictive insights and prescriptive recommendations. With these analytics, you can create Analytics charts to better visualize and understand your data. Einstein Analytics also allows you to build your own custom, intelligent apps, utilize APIs and SDKs to enhance your app, and connect to third party data sources to view all your data in one place. 

Quip for Salesforce 
Quip is a collaborative productivity software that allows teams to create and edit documents and spreadsheets together as a team. You can embed real-time document collaboration inside Salesforce and communicate via its built-in chat to boost sales productivity and resolve complex service cases faster.  

myTrailhead 
With myTrailhead, you can empower your team to learn how to use Salesforce in a gamified learning platform customized with your brand and content. You can tailor content to match the roles and needs of your company and increase Salesforce adoption. 

Pardot 
Pardot is a powerful B2B marketing automation to help marketing and sales teams find and nurture the best leads, close more deals, and maximize ROI. It uses data to personalize the customer experience, display targeted offers, and seamlessly develop nurturing and email paths as you uncover new information.

Mulesoft 
Mulesoft is an integration software for connecting apps, data, and devices in the cloud or on-premises. It allows you to bring data into Salesforce from any third-party system such as SAP or Oracle. 

All of these Salesforce products are available in different editions, so you can choose the edition that’s best suited to your current business size and needs. Bundled by functionalities and different pricing models, these editions put customers in the driver’s seat and gives them the ability to start with the basics and upgrade to more advanced editions as their businesses grow over time. 

Salesforce also offers products tailored to specific industries including— Health Cloud, Financial Services Cloud, Government Cloud, and Philanthropy Cloud. 

Due to its breadth of offerings, Salesforce can be fully customizable to fit any business in any industry. Need an app? Check out the AppExchange, an online marketplace filled with hundreds of pre-built mobile and desktop apps, components and services ready for use. Want to customize your Salesforce solution? Check out Salesforce’s standard features. Looking for something more tailored to your business? Find a Salesforce certified consultant, like us, that can work with you to tailor the whole platform to meet your specific business needs and goals. Whether you’re a global conglomerate or a small business, Salesforce has solutions to help everyone regardless of size or industry. 


Available Salesforce Editions


Essentials (for Small Business)
Designed for companies who need 10 users or less, this edition includes intuitive walk-throughs and a setup assistant to get you up and running as quickly as possible. Plus it comes with an easy-to-use user interface (UI) and administration tools that let you customize your deployment as you grow.

Professional (for Mid-Size Businesses)
Professional is the go-to for businesses who need full-featured CRM functionality. This edition offers a straightforward and easy-to-use customization, integration, and administration tools to facilitate any small to midsize deployment.

Enterprise (Most Popular for Large Businesses)
Enterprise is deeply customizable and allows for a substantial number of users, meeting the needs of large and complex businesses. It includes advanced customization and administration tools so you can support large-scale deployments as well as access to Salesforce APIs so you can easily integrate with back-office systems.

Unlimited 
As the name suggests, this edition grants you unlimited CRM power and support across the entire enterprise through the Lightning Platform so you can maximize your success. It grants you new levels of platform flexibility for managing and sharing all your information on demand as well as Premier Support, full mobile access, unlimited custom apps, increased storage limits, and other advanced features.

Developer (for Developers)
Developer edition was designed specifically for developers, giving them the freedom to extend Salesforce, integrate with other applications, and develop new tools and applications. It includes access to the Lightning Platform and APIs as well as to many of the features available in Enterprise Edition.


AppExchange & Integrations 

As we mentioned above, Salesforce has its own app marketplace where you can purchase and integrate apps. The AppExchange is a sharing interface that allows you to browse and share apps and services for the Lightning Platform. Think of it like Salesforce’s version of the App Store. You can download and install third party integrations directly into your organization.  

Some of Salesforce’s most popular integrations include: 
  • Google Cloud
  • Google Analytics 
  • Facebook
  • LinkedIn
  • Outlook 
  • Slack
  • Quickbooks
  • Dropbox
  • MailChimp 
  • DocuSign
  • Jira
  • HelloSign
  • CodeScience 
  • Eventbrite

Need help selecting the best Salesforce solution, app or edition for your business? Call us at (305)814-7597 or say hello@theskyplanner.com. We’d be happy to help!

Friday, December 13, 2019

The Salesforce ABC's

The Salesforce ABC’s
When you’re new to Salesforce, it’s easy to get lost in the lingo. There’s just so much information to digest that it can be overwhelming and frankly, exhausting. That’s why we created this handy glossary guide, to help you understand the terminology as you embark on your Salesforce journey.

In this list, we’ve included the most common key terms that you’ll encounter at the very beginning of your Salesforce experience. As you get further down your learning path, we’ll provide you with more advanced terms (lists coming soon), so that you can learn as you go.

A

Account
An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.

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.

AppExchange
The AppExchange is a sharing interface from Salesforce that allows you to browse and share apps and services for the Lightning Platform. Think of it like Salesforce’s version of the App Store. You can download and install third party integrations into your organization.

Article
Articles capture information about your company’s products and services that you want to make available in your knowledge base.           


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.

Community
Communities are customizable public or private spaces for employees, end-customers, and partners to collaborate on best practices and business processes.

Customer Relationship Management (CRM) 
A technology for managing all your company’s relationships and interactions with customers and potential customers. A CRM system gives everyone — from sales, customer service, business development, recruiting, marketing, or any other line of business — a better way to store, access, and manage all customer data.


D

Dashboard
A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.




Developer Edition
A free, fully-functional Salesforce organization designed for developers to extend, integrate, and develop with the Lightning Platform. Developer Edition accounts are available on developer.salesforce.com.


E

Einstein Analytics 
Advanced analytics powered by artificial intelligence that automatically analyzes billions of data combinations to surface predictive insights and prescriptive recommendations.



Enterprise Edition
A Salesforce edition designed for larger, more complex businesses.

External User
External users are users with Community, Customer Portal, or partner portal licenses.


F

Field 
Categories to organize data objects on Salesforce similar to the columns in a spreadsheet. Every standard and custom object has fields attached to it. Example of standard fields include identity, system, name and address.

Forecasts
Projections of sales based on the organization’s fiscal year.


G

Group
A group 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 in Salesforce for Outlook configurations or Lightning Sync configurations. 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.

Global Search 
Search for more records and fields in Salesforce from the header search box. Global search keeps track of which objects you use and how often you use them, and arranges the search results accordingly. Search results for the objects you use most frequently appear at the top of the list.


H

Heroku 
A cloud platform that allows companies to build, deliver, monitor and scale apps.



Highlights Panel
A customizable table of up to four columns and two rows that appears at the top of every primary tab in a Salesforce console. It lets you view key information about records at a glance.

Home Tab
Starting page from which users can choose sidebar shortcuts and options, view current tasks and activities, or select another tab.


I

Instance
The server that your organization lives on.

Interaction Log
An area in a Salesforce 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.


K

Knowledge Agent
Salesforce uses this term 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

Lead
A lead is a sales prospect who has expressed interest in your product or company.

Library
A file repository in Salesforce CRM Content.

Lightning Platform 
An app development platform that is designed to simplify processes for business users by accelerating development and app performance.

List View
A list display of items (for example, accounts or contacts) based on specific criteria. Salesforce provides some predefined views. In the Agent console, 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.


M

Marketing Cloud 
A digital marketing software that allows you to connect interactions from any channel or device, and combine customer data and behaviors to create real-time engagement.

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. With additional user permissions, marketing users can use the Data Import Wizard to add campaign members and update their status.


N

Navigation Tab
A tab with a drop-down button in a Salesforce console that lets you select and view object home pages.


O

Object
An object allows you to store information in your Salesforce organization similar to a tab on a spreadsheet. The object is the overall definition of the type of information you are storing. For example, the case object allows you to store information regarding customer inquiries. For each object, your organization will have multiple records that store the information about specific instances of that type of data. For example, you might have a case record to store the information about Joe Smith’s training inquiry and another case record to store the information about Mary Johnson’s configuration issue.

Opportunities
Opportunities track your sales and pending deals.

Organization (Org)
A deployment of Salesforce with a defined set of licensed users. An organization is the virtual space provided to an individual customer of Salesforce. Your organization includes all of your data and applications, and is separate from all other organizations.

Owner
Individual user to which a record (for example, a contact or case) is assigned.


P

Package
A group of Lightning Platform components and applications that are made available to other organizations through the AppExchange. You use packages to bundle an app along with any related components so that you can upload them to AppExchange together.



Pardot
A powerful B2B marketing automation to help marketing and sales teams find and   nurture the best leads, close more deals, and maximize ROI.

Partner
Partners are the companies with which you collaborate to close your sales deals. For each opportunity or account you create, the Partners related list allows you to store information about your partners and the roles they play in the opportunity or account. A partner must be an existing account within Salesforce. Selecting a partner role automatically creates a reverse partner relationship with the associated account so that both accounts list the other account as a partner.

Permission
A permission is a setting that allows a user to perform certain functions in Salesforce. Permissions can be enabled in permission sets and profiles. Examples of permissions include the “Edit” permission on a custom object and the “Modify All Data” permission.

Personal Edition
A Salesforce edition designed for individual sales representatives and single users.

Pipeline
Calculated amount of open opportunities that have a close date within the quarter. Displays on forecast detail and edit pages. For managers, this amount includes open opportunities for them and their entire team.

Professional Edition
A Salesforce edition designed for businesses who need full-featured CRM functionality.

Profile 
A profile controls what a user can do in Salesforce. Each user is assigned a profile.


Q

QuickStart Package
A Salesforce implementation package that consists of a fast track deployment, basic system configuration and set up, data migration, and essential training. It’s best for small businesses looking to get started with Salesforce quickly and efficiently for a single group of users. QuickStart Packages are available for Sales Cloud, Service Cloud, Customer Communities, and Marketing Cloud.


R

Record
A single instance of a Salesforce object similar to the horizontal row of a spreadsheet. For example, “John Jones” might be the name of a contact record.

Record Type
A record type is a field available for certain records that can include some or all of the standard and custom picklist values for that record. You can associate record types with profiles to make only the included picklist values available to users with that profile.

Relationship
A connection between two objects, used to create related lists in page layouts and detail levels in reports. Matching values in a specified field in both objects are used to link related data; for example, if one object stores data about companies and another object stores data about people, a relationship allows you to find out which people work at the company.

Report
A report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access. See Tabular Report, Summary Report, and Matrix Report.

Role
Assigned responsibility of a user, partner account, or contact for specific accounts and opportunities. Administrators can define user roles in Setup. Individual users can assign specific partner and contact roles for accounts and contacts.


S

Sales Cloud 
Sales performance management software created especially for salespeople that optimizes business processes, increasing conversions. It is designed as a start-to-end setup for the entire sales process.

Salesforce Connect
Salesforce Connect provides access to data that’s stored outside the Salesforce org, such as data in an enterprise resource planning (ERP) system and records in another org. Salesforce Connect represents the data in external objects and accesses the external data in real time via Web service callouts to external data sources.

Salesforce Console
The Salesforce console is designed for users in fast-paced environments who need to find, update, and create records quickly. It improves upon the Agent Console in the Console tab by displaying records and related items as tabs on one screen.

Service Cloud
A platform designed for customer service and support, allowing users to automate service processes, streamline workflows and find key articles, topics and experts to support the agent.

Setup
A menu where administrators can customize and define organization settings and Lightning Platform apps. Depending on your organization’s user interface settings, Setup may be a link in the user interface header or in the dropdown list under your name.


T

Trailhead 

The free online learning community that teaches you how to use Salesforce.




U

Unlimited Edition
Unlimited Edition is Salesforce’s solution for maximizing your success and extending that success across the entire enterprise through the Lightning Platform.


V

Visualforce
A simple, tag-based markup language that allows developers to easily define custom pages and components for apps built on the platform. Each tag corresponds to a coarse or fine-grained component, such as a section of a page, a related list, or a field. The components can either be controlled by the same logic that is used in standard Salesforce pages, or developers can associate their own logic with a controller written in Apex.