Task:Īn action item/reminder that can be related to a record. Report:Ī customizable list of records that can be grouped and filtered for analysis. Record:Ī single entity of data within an Object. Organization (Org):Ī Salesforce account with up to 10 users (in Essentials Edition). Grouping of the same types of records (e.g., Accounts, Contacts, Leads, Opportunities, etc.). List View:Ī single view of your data that allows you to sort and filter easily. And reps can quickly find specific quotes with global search. From the Quotes home page, mobile sales reps can easily view all their quotes. The modern user experience of Salesforce. Get Better Access to Quotes in Salesforce1: The Quotes item is now available from the Salesforce1 navigation menu. Knowledge:Īn article that can be shared with your internal team or customers. Inbox:Īn 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. Information (e.g., “Name,” “Company,” “Industry,” etc.) that is tracked on Salesforce records. Einstein Activity Capture:Ī feature that automatically syncs emails and calendar events to the Activity Feed of related Salesforce records. Salesforce has different base-level editions that each contain certain limits (starting from lowest): Essentials, Professional, Enterprise, and Unlimited.
Dashboard:Ī group of reports on a customizable board that provides a visual representation of your data. Contact:Īn individual person linked to an Account. Case:Īn internal communication channel for posting updates, sharing files, and collaborating in groups. Youll see a list of channels youve joined and your direct messages, notifications for specific. Campaign Member:Ī Contact or Lead associated with a Campaign. From the sidebar, you can access your conversations in Slack. Campaign:Ī marketing initiative such as a mass email, advertisement, conference, etc.
SALESFORCE QUICK ACCESS MENU FREE
The Salesforce business app marketplace where you can extend functionality of your org with free or paid apps from third-party partners. For example, sales teams can use the “Sales” app because it contains tabs for tracking prospects, sales deals, and reports. App:Ī configuration of tabs for a specific business function. Activity:Ī logged call, email, task, or event that can be recorded on the Activity Feed of any record. Queues bring together groups of users to help manage shared workloads, while increasing visibility into what needs to be done (even if team members are out sick or on vacation).
An organization, such as a customer, partner, competitor, etc. In a nutshell, Salesforce Queues allow users to prioritize, distribute, and assign records ideal for teams that share workloads.
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