Salesforce Terms

This topic defines some common Salesforce terms related to the ClientSpace Salesforce Integration and the comparable terms in ClientSpace.

• Account - In Salesforce, an Account is an organization, company, or consumer that you want to track - for example, a customer, partner, or competitor. In ClientSpace, this is similar to a Client, Organization, or Workspace.

• Opportunity - In Salesforce, an Opportunitytracks your sales and pending deals. In ClientSpace, this is similar to a Lead or Organization.

• Contacts - In Salesforce, Contacts are the individuals associated with your accounts. Contacts is a term also used in ClientSpace and it has a similar meaning.

• Stage - In Salesforce, what is referred to as a Stage is the same as a Status in ClientSpace. Examples include Lead, Client, Terminated, etc.

• Object - In Salesforce, an Object allows you to store information for your Salesforce organization. This is similar to a Dataform or Table in ClientSpace.

• Flow - In Salesforce, a Flow allows you to build a business automation, such as sending an email, inserting, updating or deleting data, and much more. The automation is configured to trigger based on an event. In ClientSpace, we call this a Workflow.

Related Topics:

• Salesforce API: Extended Overview