We know it’s chock full of data that could be useful to us, and we have a While different CRM systems use slightly different terminology, to ease you into a better understanding of CRMs, let's take a look at some common CRM, and specifically, Salesforce terminology that marketers should know. While these terms may be common knowledge to regular contributors, they might be unfamiliar to some of the newer members of the Community who are a bit light on the lingo. Formula Field . An example of a formula field might be a field that shows the number of days since sales last followed up with a specific lead.A standard object in Salesforce that represents an individual identity at an early stage in the sales process. You navigate it much the same way you do other websites: by pointing and clicking over text links and buttons.Still, you have so many ways to navigate Salesforce that it makes sense to lay down the obvious (and not-so-obvious) best practices for getting around the application.Even if you’re familiar with Salesforce, you might want to scan this list of terms that are used repeatedly.Before you delve into the mechanics of navigating Salesforce, familiarize yourself with these basic terms: You may unsubscribe from these communications at any time. A contact can be attached to an account and opportunity record.A standard field included on the contact record that can be used to define the role an individual plays in an account or opportunity (e.g. Systems like HubSpot listen for this “closed won” status in Salesforce to enable A piece of software that connects another system (like a marketing software platform, or an email tool) to Salesforce.A standard object in Salesforce that represents an individual person. The contact record contains details like a name, address, email, and phone number. Fields are also often referred to as “properties.”A cloud platform service that allows developers to build and host applications on Salesforce’s servers. By biting off small bits and learning more and more from this Originally published Jan 16, 2013 12:30:00 PM, updated June 27 2019 Many lists of data come with a preset list of helpful views; for example, you might choose to filter a list of contacts to see only “My Contacts,” which would surface a list of only contacts that you are set as the owner of. Value – The part of the rule’s criteria that decides whether the action should take place. )A specialized type of record in Salesforce created to meet the needs of an individual business. the name, email address, and lead score of those Massachusetts CEO leads).A dashboard in Salesforce is a graphical representation of what you might find in a report.
Many A list stored on a record in Salesforce that shows the history of activities that have been carried out on that object.
For more information, check out our For many of us marketers, our CRM system is like a black box. Period. Salesforce succeeds not only because it offers a universe of integrated tools but also because users can pick it up within minutes.