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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). For searching and viewing Salesforce Knowledge Articles on your Android device, see Access Salesforce Knowledge Articles with Salesforce for Android (no longer beta) and Salesforce App Differences from the Full Salesforce Site Create and Edit Articles Publish Articles and Translations Report on Salesforce Knowledge Articles. 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. The modern user experience of Salesforce. You will find the full list of fields for an Object under Fields & Relationships. Click on Object Manager on the left-hand side of your screen and select the Object (Contacts, Accounts, etc.) you will be importing into. Knowledge:Īn article that can be shared with your internal team or customers. To check these fields, click on the gear from the top right-hand corner of your screen to open a dropdown menu, and then click on Setup. 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. Campaign Member:Ī Contact or Lead associated with a Campaign. Campaign:Ī marketing initiative such as a mass email, advertisement, conference, etc.

The Salesforce business app marketplace where you can extend functionality of your org with free or paid apps from third-party partners. List of Trailhead salesforce Modules Answers: Accountability And Delegation. 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. An organization, such as a customer, partner, competitor, etc.

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