Salesforce Termonology
Campaigns;- A campaign is any marketing project that we want to plan, manage and track in salesforce
Leads;- A lead is any person, organization or company that may be interested in our product sometimes leads are referred to as projects or suspects leads are not yet customers.
Accounts;- An account is an organization, individual or company involved with business such as customers, competitors and partners that wish to track in salesforce.
contacts;- A contact is any individual or influncer associated with an account that we want to track in salesforce.
Opportunities;- An opportunity is any potential revenue- generated event ( sales deal) that we want to track in salesforce.
Cases;- A case is a detailed description of a customer's feedback, problem or question.
solutions;- A solution is a detailed description of a customer issue and the resolution of that issue, The collection of organization's solutions is sometimes referred to as the solution knowledge base.
Forecasts;- A forecast is best estimate of how much revenue we can generate in a quarter.
Reports;- Reports are summaries and analyses of data, which we can display or print.
Dashboards;- Dashboards give us a real-time snapshot of corporate metrices and key performance indicators. A dashboard is a group of different charts or components that graphically display custom report data
Calendar and Task;- Activities are both tasks and schedule calendar events and leads.we can define and track activities for many different objects, including campaigns, accounts contacts and leads.
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