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Refine your Salesforce Lingo


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Do you know your properties from your fields in Salesforce? Here's a quick primer on how to make sense of Salesforce and CRM buzzwords.

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Refine your Salesforce Lingo

  1. 1. You can’t adopt CRM without speaking the language. Let’s clarify a few commonly confused Salesforce terms. Want to know how to build a great CRM platform using all these Salesforce objects? Download Prialto’s FREE CRM Management Toolkit here. 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. Contact Account Leads 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 some sort. Data groups that are sliced and filtered by field across multiple CRM objects. Reports may be graphic as well. Dynamic action lists based in a single Salesforce object. These are very nimble and especially helpful for prioritization. Reports vs. Dashboards vs. Views Looking for something a bit more comprehensive? Check out Hubspot’s Salesforce Glossary. Refine Your Salesforce Lingo 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.