Quick Start Guide

Welcome to Salesforce Essentials! Choose your path and get started with setting up these five key features.

5. Glossary

Become an expert on the Salesforce terminology that is referenced throughout this Quick Start Guide.

a. Terms and Definitions

Account:

An organization, such as a customer, partner, competitor, etc.

Activity:

A logged call, email, task, or event that can be recorded on the Activity Feed of any record.

App:

A configuration of tabs for a specific business function. For example, sales teams can use the “Sales” app because it contains tabs for tracking prospects, sales deals, and reports.

AppExchange:

The Salesforce business app marketplace where you can extend functionality of your org with free or paid apps from third-party partners.

Campaign:

A marketing initiative such as a mass email, advertisement, conference, etc.

Campaign Member:

A Contact or Lead associated with a Campaign.

Case:

A customer support request.

Chatter:

An internal communication channel for posting updates, sharing files, and collaborating in groups.

Contact:

An individual person linked to an Account.

Dashboard:

A group of reports on a customizable board that provides a visual representation of your data.

Edition:

Salesforce has different base-level editions that each contain certain limits (starting from lowest): Essentials, Professional, Enterprise, and Unlimited.

Einstein Activity Capture:

A feature that automatically syncs emails and calendar events to the Activity Feed of related Salesforce records.

Field:

Information (e.g., “Name,” “Company,” “Industry,” etc.) that is tracked on Salesforce records.

Inbox:

An email plugin that allows you to easily view/edit Salesforce data, log emails one-by-one, send availability, and more, directly from your email inbox and calendar.

Knowledge:

An article that can be shared with your internal team or customers.

Lead:

A prospect or potential customer.

Lightning Experience:

The modern user experience of Salesforce.

List View:

A single view of your data that allows you to sort and filter easily.

Object:

Grouping of the same types of records (e.g., Accounts, Contacts, Leads, Opportunities, etc.).

Opportunity:

An open or lost sales deal.

Organization (Org):

A Salesforce account with up to 10 users (in Essentials Edition).

Record:

A single entity of data within an Object.

Report:

A customizable list of records that can be grouped and filtered for analysis.

Task:

An action item/reminder that can be related to a record.