You can’t adopt CRM without
speaking the language. Let’s
clarify a few commonly
confused Salesforce terms.
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using all these Salesforce objects?
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Contacts vs. Accounts vs.
A contact is an individual person. An account is the
larger group, company or organization with which a
contact is affiliated. Usually, you have more than one
live point of contact at each account. That’s why
you’ll almost always have more contacts than
accounts in your CRM database.
A lead, on the other hand, is someone who hasn’t
even entered an account hierarchy yet. Leads are
cold, unassociated and often not yet verified.
Consultant vs. Administrator
Consultants are external contractors who help you customize your
Salesforce platform at the outset. A successful CRM administrator is
someone on your internal team who is tasked with managing,
setting up and tweaking your company’s CRM on an ongoing basis.
A collection of
reports on a single
page. These are
usually presented in
a graphic format of
Data groups that are
sliced and filtered by
field across multiple
Reports may be
graphic as well.
Dynamic action lists
based in a single
These are very
especially helpful for
Reports vs. Dashboards vs. Views
Looking for something a bit more comprehensive? Check out Hubspot’s Salesforce Glossary.
APIs vs. Salesforce Applications
Salesforce gives developers a plug with your database information on it, which they
can fit into a matching socket in the applications that they create. The Salesforce plug
is called an API, and is almost never directly used by most of us. Instead, some of your
favorite Salesforce AppExchange programs – apps like Marketo or Mail Chimp - are
built on APIs.