Salesforce必備基本術(shù)語有哪些

Salesforce必備基本術(shù)語有哪些，相信很多沒有經(jīng)驗(yàn)的人對(duì)此束手無策，為此本文總結(jié)了問題出現(xiàn)的原因和解決方法，通過這篇文章希望你能解決這個(gè)問題。

創(chuàng)新互聯(lián)建站憑借在網(wǎng)站建設(shè)、網(wǎng)站推廣領(lǐng)域領(lǐng)先的技術(shù)能力和多年的行業(yè)經(jīng)驗(yàn)，為客戶提供超值的營(yíng)銷型網(wǎng)站建設(shè)服務(wù)，我們始終認(rèn)為：好的營(yíng)銷型網(wǎng)站就是好的業(yè)務(wù)員。我們已成功為企業(yè)單位、個(gè)人等客戶提供了網(wǎng)站建設(shè)、成都網(wǎng)站建設(shè)服務(wù)，以良好的商業(yè)信譽(yù)，完善的服務(wù)及深厚的技術(shù)力量處于同行領(lǐng)先地位。

客戶（Account）

客戶是你想要跟蹤的一個(gè)組織、公司或消費(fèi)者。例如，客戶、合作伙伴或競(jìng)爭(zhēng)對(duì)手。（An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.）

客戶分配規(guī)則（Account Assignment Rule）

根據(jù)自定義的標(biāo)準(zhǔn)，自動(dòng)將客戶分配到銷售區(qū)域的規(guī)則。（A rule that automatically assigns accounts to territories, based on criteria you define.）比如根據(jù)客戶的郵政編碼、所在州、行業(yè)、收入或員工數(shù)量，自動(dòng)將客戶及其相關(guān)商機(jī)、客戶問題或反饋轉(zhuǎn)移到特定區(qū)域。每個(gè)規(guī)則由多行標(biāo)準(zhǔn)組成，這些標(biāo)準(zhǔn)精確地指定了如何分配客戶。

客戶團(tuán)隊(duì)（Account Team）

客戶團(tuán)隊(duì)是針對(duì)一個(gè)客戶在一起工作的一組用戶。例如，一個(gè)客戶團(tuán)隊(duì)可能包括一個(gè)執(zhí)行發(fā)起人、專門的支持代理人員或項(xiàng)目經(jīng)理。（An account team is a team of users that work together on an account. For example, an account team may include an executive sponsor, dedicated support agent, or project manager.）使用客戶團(tuán)隊(duì)可以讓針對(duì)客戶的協(xié)作更容易跟蹤?？蛻魣F(tuán)隊(duì)與商機(jī)團(tuán)隊(duì)并不相同，盡管他們擁有相同的團(tuán)隊(duì)成員角色。

銷售活動(dòng)（Activity）

一個(gè)事件、一個(gè)任務(wù)、一個(gè)你記錄的電話或者發(fā)送的郵件，都是活動(dòng)。你可以將活動(dòng)與其他記錄關(guān)聯(lián)起來。比如關(guān)聯(lián)到一個(gè)客戶、線索、商機(jī)或者是用戶問題或反饋。在開啟了共享活動(dòng)的組織中，你可以將一個(gè)活動(dòng)關(guān)聯(lián)到多個(gè)聯(lián)系人。任務(wù)也可以由Salesforce管理員配置的工作流規(guī)則和審批流程生成。（An event, a task, a call you've logged, or an email you've sent. You can relate an activity to other records, such as an account, a lead, an opportunity, or a case. In an org with Shared Activities enabled, you can relate an activity to multiple contacts. Tasks can also be generated by workflow rules and approval processes configured by a Salesforce admin.）更多活動(dòng)類型點(diǎn)擊此處。

管理員（系統(tǒng)管理員）Administrator (System Administrator)

組織中的一個(gè)或多個(gè)人，他們可以對(duì)應(yīng)用進(jìn)行配置和自定義。一般用戶被賦予系統(tǒng)管理權(quán)限后，就具有了管理員特權(quán)。（One or more individuals in your organization who can configure and customize the application. Users assigned to the System Administrator profile have administrator privileges.）

未調(diào)整金額（Amount Without Adjustments）

適用于協(xié)作場(chǎng)景下的收入預(yù)測(cè)。未調(diào)整金額為一個(gè)人擁有的商機(jī)收入和他下屬擁有的商機(jī)收入之和，不需要做任何調(diào)整。下屬包括在預(yù)測(cè)層級(jí)中所有向某人回報(bào)的人。此金額僅在報(bào)告中可見。（Applies to Collaborative Forecasts. The sum of a person’s owned revenue opportunities and the person's subordinates’ opportunities, without adjustments. Subordinates include everyone reporting up to a person in the forecast hierarchy. This amount is visible only on reports.）

管理者未調(diào)整金額（Amount Without Manager Adjustment）

適用于協(xié)作場(chǎng)景下的收入預(yù)測(cè)。這個(gè)預(yù)測(cè)數(shù)字可以被預(yù)測(cè)者看到。它是預(yù)測(cè)者所擁有商機(jī)收入以及其下屬商機(jī)收入的總和，預(yù)測(cè)者可以對(duì)他和下屬的預(yù)測(cè)進(jìn)行調(diào)整，但是不包括在預(yù)測(cè)層級(jí)中，預(yù)測(cè)者上級(jí)管理者所做的調(diào)整。（Applies to Collaborative Forecasts. The forecast number as seen by the forecast owner. This is the sum of the owner’s revenue opportunities and the owner’s subordinates’ opportunities, including adjustments made by the forecast owner on the owner's or subordinates’ forecasts. It doesn’t include adjustments made by forecast managers above the owner in the forecast hierarchy.）更多信息點(diǎn)擊此處。

審批流程（Approval Process）

審批流程讓Salesforce中的記錄審批自動(dòng)化起來。審批流程指定了審批中的每個(gè)步驟，包括向誰請(qǐng)求審批以及在流程的每個(gè)節(jié)點(diǎn)要做什么。（An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including who to request approval from and what to do at each point of the process.）更多審批流程樣例，點(diǎn)擊此處。

資產(chǎn)（Asset）

客戶所擁有產(chǎn)品的特定模式或類型。根據(jù)你的組織使用資產(chǎn)的方式，它可以代表客戶已經(jīng)購買和安裝的你的產(chǎn)品，或者代表客戶使用的競(jìng)爭(zhēng)對(duì)手的產(chǎn)品。（A specific model or type of product that a customer owns. Depending on how your organization uses assets, they can represent your products that the customer has purchased and installed or your competitor’s products that the customer uses.）

自動(dòng)回復(fù)規(guī)則（Auto-Response Rule）

自動(dòng)回復(fù)規(guī)則是一組條件，根據(jù)提交記錄的屬性，針對(duì)用戶提問或線索提交，自動(dòng)回復(fù)電子郵件。針對(duì)用戶提問和反饋，自動(dòng)回復(fù)規(guī)則適用于來自自助服務(wù)門戶、客戶門戶、Web-to-Case表單、Email-to-Case消息或隨需的Email-to- case消息提交的內(nèi)容。針對(duì)提交的線索，自動(dòng)回復(fù)規(guī)則適用于那些通過Web-to-lead表單捕獲的線索。（A set of conditions for sending automatic email responses to case or lead submissions based on the attributes of the submitted record. Applicable cases include those submitted through a Self-Service portal, a Customer Portal, a Web-to-Case form, an Email-to-Case message, or an On-Demand Email-to-Case message. Applicable leads include those captured through a Web-to-Lead form.）

最高金額（Best Case Amount）

確定特定月份或季度所有“可能”的收入預(yù)測(cè)。對(duì)于管理者來說，等于他們及其整個(gè)團(tuán)隊(duì)可能產(chǎn)生的總收入。（Revenue projection in a forecast that identifies total “possible” revenue for a specific month or quarter. For managers, equals the total amount of revenue they and their entire team can possibly generate.）

業(yè)務(wù)客戶（Business Account）

你想要跟蹤的一個(gè)公司或組織（A company or organization that you want to track.）

市場(chǎng)活動(dòng)（Campaign）

一種營(yíng)銷活動(dòng)，如廣告、直發(fā)郵件或會(huì)議，為了產(chǎn)生潛在客戶、建立品牌知名度而進(jìn)行的營(yíng)銷活動(dòng)。（A marketing initiative, such as an advertisement, direct mail, or conference, that you conduct in order to generate prospects and build brand awareness.）

市場(chǎng)活動(dòng)層級(jí)（Campaign Hierarchy）

一組多達(dá)五個(gè)活動(dòng)組織成的層次結(jié)構(gòu)。父活動(dòng)可以有多個(gè)子活動(dòng)，但是一個(gè)子活動(dòng)只能有一個(gè)父活動(dòng)。（A set of up to five campaigns organized into a hierarchy. A parent campaign can have several child campaigns, but a child campaign can have only one parent.）

市場(chǎng)活動(dòng)參與者（Campaign Member）

與市場(chǎng)活動(dòng)有關(guān)的所有線索或聯(lián)系人。（Any lead or contact associated with a campaign.）

市場(chǎng)活動(dòng)投資回報(bào)率Campaign ROI (Return On Investment)

市場(chǎng)活動(dòng)投資回報(bào)率是指市場(chǎng)營(yíng)銷投資的回報(bào)率。使用“市場(chǎng)活動(dòng)ROI分析報(bào)告”分析投資回報(bào)率。ROI等于凈收益（贏得客戶業(yè)務(wù)商機(jī)的總價(jià)值 - 實(shí)際成本）除以實(shí)際成本。ROI以百分比方式表示。（The campaign ROI is the return on your marketing investment. Use the Campaign ROI Analysis Report to analyze the ROI. The ROI is calculated as the net gain (Total Value Won Opps - Actual Cost) divided by the Actual Cost. The ROI result is expressed as a percentage.）

客戶工單（Case）

客戶的反饋、問題或疑問的詳細(xì)描述。用于跟蹤和解決客戶的不同問題。（Detailed description of a customer’s feedback, problem, or question. Used to track and solve your customers’ issues.）

解決方案類別（Category, Solutions）

解決方案類別，是一個(gè)可以應(yīng)用到解決方案的一個(gè)標(biāo)簽，用來對(duì)類似的解決方案進(jìn)行分組。解決方案類別可以幫助客戶支持代表在解決用戶提問或反饋時(shí)，更加快速的找到解決方案。如果你使用自助入口的門戶網(wǎng)站或公共解決方案，你的客戶可以按照類別來瀏覽解決方案，以查找他們需要的內(nèi)容。另請(qǐng)參閱父類別。（A label you can apply to a solution to group similar solutions together. Solution categories help customer support representatives find solutions faster when solving cases. If you use the Self-Service portal or public solutions, your customers can browse solutions by category to find what they need. See also Parent Category.）

渠道管理員（Channel Manager）

渠道管理員是管理你的合作伙伴的內(nèi)部用戶。（Channel managers are the internal users that manage your partners.）

銷售人員提交金額（Commit Amount）

單個(gè)銷售人員對(duì)在特定月份或季度成交有合理信心的預(yù)測(cè)金額。對(duì)于管理者而言，該金額應(yīng)該等于他們自己以及他們管理團(tuán)隊(duì)確定可以成交的金額總和。（Forecast amount that an individual salesperson is reasonably confident of closing in a particular month or quarter. For managers, this should equal the amount that they and their team can confidently close.）

競(jìng)爭(zhēng)者（Competitor）

針對(duì)特定商機(jī)，顯示競(jìng)爭(zhēng)者名稱、優(yōu)勢(shì)和弱點(diǎn)的相關(guān)列表。（Related list that displays competitor names, strengths, and weaknesses entered for a specific opportunity.）在你努力成交交易時(shí)，競(jìng)爭(zhēng)者字段可以幫你更好的跟蹤競(jìng)爭(zhēng)對(duì)手。

Office連接器（Connect for Office）

可將 Salesforce 與 Microsoft? Word 和 Excel 集成在一起的產(chǎn)品。

Product that integrates Salesforce with Microsoft? Word and Excel.

Outlook連接器（Connect for Outlook）

該連接器已退役。該產(chǎn)品是我們與Microsoft? Outlook? 2007 和更早版本的舊同步插件。（Connect for Outlook is retired. The product was our legacy sync add-in for Microsoft? Outlook? 2007 and earlier.）

離線連接器（Connect Offline）

使銷售人員在完全斷開網(wǎng)絡(luò)連接的情況下，也能隨時(shí)隨地使用 Salesforce 遠(yuǎn)程更新其數(shù)據(jù)的產(chǎn)品。（Product that allows salespeople to use Salesforce to update their data remotely, anywhere, anytime—totally unplugged.）

聯(lián)系人（Contact）

聯(lián)系人是指與你的客戶相關(guān)聯(lián)的人員。（Contacts are the individuals associated with your accounts.）

聯(lián)系人角色（Contact Role）

聯(lián)系人在特定客戶、合同或商機(jī)中扮演的角色，如“決策者”或“評(píng)估者”。你可將某個(gè)聯(lián)系人標(biāo)記為客戶、合同或商機(jī)的“主要”聯(lián)系人。聯(lián)系人在不同客戶、合同或商機(jī)中可以擁有不同的角色。（The role that a contact plays in a specific account, contract, or opportunity, such as “Decision Maker” or “Evaluator.” You can mark one contact as the “primary” contact for the account, contract, or opportunity. A contact can have different roles in various accounts, contract, or opportunities.）

可交付內(nèi)容（Content Delivery）

已經(jīng)被轉(zhuǎn)換為在線格式的文檔，以分發(fā)給線索、聯(lián)系人和同事。（A file that has been converted into an optimized online format for distributions to leads, contacts, and colleagues.）

內(nèi)容包（Content Pack）

作為一個(gè)組存儲(chǔ)在 Salesforce CRM Content 中的相關(guān)文檔或文件的集合。（A collection of related documents or files that are stored as a group in Salesforce CRM Content.）

合同（Contract）

合同是定義各方間業(yè)務(wù)條款的協(xié)議。（A contract is an agreement defining the terms of business between parties.）

合同行項(xiàng)目（Contract Line Item）

合同行項(xiàng)目是服務(wù)合同涵蓋的特定產(chǎn)品。它們只在服務(wù)合同的“合同行項(xiàng)目”相關(guān)列表上顯示，并不在合同上顯示。（Contract line items are specific products covered by a service contract. They only display to users on the Contract Line Items related list on service contracts, not contracts.）

轉(zhuǎn)化（Convert）

通過按鈕或鏈接，你可以將合格的銷售線索轉(zhuǎn)化為客戶、聯(lián)系人以及（可選）商機(jī)。來自線索字段的信息，將轉(zhuǎn)移到相應(yīng)的客戶、聯(lián)系人和商機(jī)字段中。（Button or link that allows you to change a qualified lead into an account, contact, and, optionally, an opportunity. Information from the lead fields is transferred into the appropriate account, contact, and opportunity fields.）

自定義字段（Custom Field）

除了標(biāo)準(zhǔn)字段外，還可以添加一個(gè)字段，以根據(jù)組織的需要自定義Salesforce。（A field that can be added in addition to the standard fields to customize Salesforce for your organization’s needs.）

自定義對(duì)象（Custom Object）

自定義記錄，使你可以存儲(chǔ)組織專有的信息。（Custom records that allow you to store information unique to your organization.）

自定義視圖（Custom View）

一個(gè)顯示功能，可以讓你查看特定對(duì)象的特定記錄集。（A display feature that lets you see a specific set of records for a particular object.）

儀表板（Dashboard）

儀表板可以將源報(bào)告作為可視化組件來顯示數(shù)據(jù)。它可能是圖表、計(jì)量表、表格、度量項(xiàng)或頁面。這些組件為你的組織提供了關(guān)鍵指標(biāo)和績(jī)效指標(biāo)的快照。每個(gè)儀表板最多可包含20個(gè)組件。（A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.）

儀表板構(gòu)建器（Dashboard Builder）

儀表板構(gòu)建器是用于創(chuàng)建和修改儀表板的可拖放界面。（Dashboard builder is a drag-and-drop interface for creating and modifying dashboards.）

http://Database.com http://Database.com是Salesforce提供的企業(yè)云數(shù)據(jù)庫。（http://Database.com is an enterprise cloud database from Salesforce.）

帶有日期的匯率（Dated Exchange Rates） 帶有與日期的匯率，可以讓你將貨幣匯率映射到特定的日期范圍內(nèi)。例如，1月1日的匯率為1美元兌1.39澳元，但2月1日的匯率變?yōu)?美元兌1.42澳元。你在1月1日至2月1日之間成交的商機(jī)，使用第一種匯率（1 = 1.39），而在2月1日之后成交的商機(jī)使用第二種匯率（1 = 1.42）。（Dated exchange rates allow you to map a currency conversion rate to a specific date range. For example, the exchange rate on January 1 was 1 USD to 1.39 AUD, but on February 1, it changed to 1 USD to 1.42 AUD. Your opportunities that closed between January 1 and February 1 use the first exchange rate (1 = 1.39), while opportunities that closed after February 1 used the second exchange rate (1 = 1.42).）

開發(fā)版（Developer Edition）

一個(gè)免費(fèi)的，功能齊全的Salesforce組織，旨在為開發(fā)人員擴(kuò)展、集成和使用Lightning平臺(tái)進(jìn)行開發(fā)。開發(fā)版帳戶可在http://developer.salesforce.com上獲得。（A free, fully-functional Salesforce organization designed for developers to extend, integrate, and develop with the Lightning Platform. Developer Edition accounts are available on developer.salesforce.com.）

開發(fā)人員沙箱（Developer Sandbox）

開發(fā)人員沙箱將自定義（元數(shù)據(jù)）復(fù)制到單獨(dú)的環(huán)境中進(jìn)行編碼和測(cè)試，但不復(fù)制生產(chǎn)數(shù)據(jù)。（Developer sandboxes copy customization (metadata), but don't copy production data, into a separate environment for coding and testing.）

文件庫（Document Library）

一個(gè)存儲(chǔ)文檔而不將其附加到客戶、聯(lián)系人、商機(jī)或其他記錄的地方。（A place to store documents without attaching them to accounts, contacts, opportunities, or other records.）

動(dòng)態(tài)儀表板（Dynamic Dashboard）

動(dòng)態(tài)儀表盤使用查看儀表板用戶的安全設(shè)置運(yùn)行。每個(gè)用戶都可以根據(jù)自己的訪問級(jí)別查看儀表板。這種方法可幫助管理員將一組通用的儀表板組件共享給具有不同訪問級(jí)別的用戶。（A dynamic dashboard runs using the security settings of the user viewing the dashboard. Each user sees the dashboard according to his or her own access level. This approach helps administrators share one common set of dashboard components to users with different levels of access.）

郵件告警（Email Alert）

郵件警報(bào)是指使用特定的電子郵件模板，將電子郵件發(fā)送到指定收件人的操作。（Email alerts are actions that send emails, using a specified email template, to specified recipients.）

郵件模板（Email Template）

一種傳達(dá)標(biāo)準(zhǔn)消息的規(guī)范化郵件，例如給新員工的歡迎郵件或確認(rèn)已收到客戶服務(wù)請(qǐng)求的郵件。郵件模板可以使用合并字段進(jìn)行個(gè)性化設(shè)置，并可以以文本、HTML或自定義格式編寫。（A form email that communicates a standard message, such as a welcome letter to new employees or an acknowledgment that a customer service request has been received. Email templates can be personalized with merge fields, and can be written in text, HTML, or custom format.）

企業(yè)版（Enterprise Edition）

為更大，更復(fù)雜的企業(yè)設(shè)計(jì)的Salesforce版本。（A Salesforce edition designed for larger, more complex businesses.）

用戶權(quán)益（Entitlement）

用戶權(quán)益可以幫助你確定客戶是否有資格獲得客戶支持，以便為他們創(chuàng)建服務(wù)工單?？蛻艨梢愿鶕?jù)特定資產(chǎn)、客戶或服務(wù)合同獲得支持。（Entitlements help you determine if your customers are eligible for customer support so you can create cases for them. A customer can be eligible for support based on a particular asset, account, or service contract.）

權(quán)益聯(lián)系人（Entitlement Contact）

權(quán)益聯(lián)系人是指指定接受客戶支持的聯(lián)系人，例如，一個(gè)命名的呼叫者。它們列在權(quán)益“聯(lián)系人”相關(guān)列表或聯(lián)系人“權(quán)益”相關(guān)列表中。權(quán)益聯(lián)系人沒有頁面布局，搜索布局，按鈕，鏈接或記錄類型。（Entitlement contacts are contacts specified to receive customer support—for example, a named caller. They're listed on an entitlement's Contacts related list or the contact's Entitlements related list. Entitlement contacts don't have page layouts, search layouts, buttons, links, or record types.）

權(quán)益處理流程（Entitlement Process）

權(quán)益處理流程就是時(shí)間表，其中包括支持團(tuán)隊(duì)必須完成的所有步驟（里程碑）才能解決這個(gè)客服工單。每個(gè)過程都包括確定如何為客戶實(shí)施正確的服務(wù)級(jí)別所必需的邏輯。（Entitlement processes are timelines that include all of the steps (milestones) that your support team must complete to resolve cases. Each process includes the logic necessary to determine how to enforce the correct service level for your customers.）

權(quán)益模板（Entitlement Template）

權(quán)益模板是可以快速添加到產(chǎn)品中的預(yù)定義客戶支持條款。例如，你可以為Web或電話支持創(chuàng)建權(quán)益模板，以便用戶可以輕松地將權(quán)益添加到提供給客戶的產(chǎn)品中。（Entitlement templates are predefined terms of customer support that you can quickly add to products. For example, you can create entitlement templates for Web or phone support so that users can easily add entitlements to products offered to customers.）

外部數(shù)據(jù)源（External Data Source）

外部數(shù)據(jù)源指定如何訪問外部系統(tǒng)。Salesforce Connect使用外部數(shù)據(jù)源訪問存儲(chǔ)在Salesforce組織外部的數(shù)據(jù)。Files Connect使用外部數(shù)據(jù)源訪問第三方內(nèi)容系統(tǒng)。外部數(shù)據(jù)源具有關(guān)聯(lián)的外部對(duì)象，你的用戶和Lightning Platform可以使用這些對(duì)象與外部數(shù)據(jù)和內(nèi)容進(jìn)行交互。（An external data source specifies how to access an external system. Salesforce Connect uses external data sources to access data that's stored outside your Salesforce organization. Files Connect uses external data sources to access third-party content systems. External data sources have associated external objects, which your users and the Lightning Platform use to interact with the external data and content.）

外部查詢關(guān)系（External Lookup Relationship）

外部查找關(guān)系將子對(duì)象（標(biāo)準(zhǔn)對(duì)象、自定義對(duì)象或外部對(duì)象）鏈接到父對(duì)象（外部對(duì)象）上。創(chuàng)建外部查找關(guān)系字段時(shí)，父級(jí)外部對(duì)象上的標(biāo)準(zhǔn)“外部ID”字段將與子級(jí)外部查找關(guān)系字段的值匹配。外部對(duì)象字段值來自外部數(shù)據(jù)源。（An external lookup relationship links a child standard, custom, or external object to a parent external object. When you create an external lookup relationship field, the standard External ID field on the parent external object is matched against the values of the child’s external lookup relationship field. External object field values come from an external data source.）

外部對(duì)象（External Object）

外部對(duì)象的行為類似于自定義對(duì)象，不同之處在于它們映射到存儲(chǔ)在Salesforce組織外部的數(shù)據(jù)。每個(gè)外部對(duì)象都映射到已定義的外部數(shù)據(jù)源中的數(shù)據(jù)表，并且每個(gè)外部對(duì)象字段都映射到數(shù)據(jù)表列。用戶和Lightning Platform使用外部對(duì)象與外部數(shù)據(jù)進(jìn)行交互。（External objects behave similarly to custom objects, except that they map to data that’s stored outside your Salesforce org. Each external object maps to a data table in a defined external data source, and each external object field maps to a table column. Users and the Lightning Platform use external objects to interact with the external data.）

外部用戶（External User）

外部用戶是擁有社區(qū)、客戶門戶網(wǎng)站或合作伙伴門戶網(wǎng)站許可證的用戶。（External users are users with Community, Customer Portal, or partner portal licenses.）

過濾條件（Filter Condition/Criteria）

對(duì)特定字段的條件，以限定要包含在列表視圖或報(bào)告中的項(xiàng)目，例如“州等于加利福尼亞”。（Condition on particular fields that qualifies items to be included in a list view or report, such as “State equals California.”）

會(huì)計(jì)年度（Fiscal Year）

組織用于財(cái)務(wù)計(jì)劃目的（例如預(yù)測(cè)）的一個(gè)時(shí)間段，其時(shí)間長(zhǎng)度通常與日歷年的時(shí)間長(zhǎng)度相似。會(huì)計(jì)年度通常包含較小的會(huì)計(jì)期，例如分季度或三個(gè)月。（A period that an organization uses for financial planning purposes, such as forecasting, whose length is usually similar to the length of a calendar year. Fiscal years usually contain smaller fiscal periods, such as quarters or trimesters.）

標(biāo)記（Flag）

用戶可以單擊一個(gè)問題或答復(fù)，將其標(biāo)記為垃圾、可恨或不適當(dāng)?shù)膱D標(biāo)。

An icon that users can click on a question or reply to report it as spam, hateful, or inappropriate.

流程構(gòu)建器（Flow Builder）

基于云的應(yīng)用程序，管理員可以創(chuàng)建一個(gè)流程以在Salesforce中使用。（Cloud-based application that lets admins create a flow for use in Salesforce.）

Lightning平臺(tái)企業(yè)版應(yīng)用(Lightning Platform Enterprise App)

具有最多8個(gè)自定義對(duì)象和8個(gè)自定義標(biāo)簽的自定義應(yīng)用，對(duì)客戶和聯(lián)系人具有讀寫訪問權(quán)限，以及對(duì)共享，批量API或流API的訪問權(quán)限。（A custom app with up to eight (8) custom objects and eight (8) custom tabs, read-write access to accounts and contacts, and access to Sharing, Bulk API, or Streaming API.）

Lightning平臺(tái)輕應(yīng)用（Lightning Platform Light App）

具有最多8個(gè)自定義對(duì)象和8個(gè)自定義標(biāo)簽的自定義應(yīng)用，對(duì)客戶和聯(lián)系人只有只讀訪問權(quán)限，對(duì)共享，批量API或流API的訪問權(quán)限為零。（A custom app with up to eight (8) custom objects and eight (8) custom tabs, read-only access to accounts and contacts, and no access to Sharing, Bulk API, or Streaming API.）

預(yù)測(cè)金額（Forecast Amount）

適用于協(xié)作預(yù)測(cè)場(chǎng)景。包括從預(yù)測(cè)管理者角度進(jìn)行的收入預(yù)測(cè)，以及所有者和他下屬的商機(jī)總和，包括所有預(yù)測(cè)調(diào)整金額。（Applies to Collaborative Forecasts. The revenue forecast from the forecast manager’s perspective and the sum of the owner’s and subordinates’ opportunities, including all forecast adjustments.）

預(yù)測(cè)類別（Forecast Category）

確定在預(yù)測(cè)中商機(jī)的類別。商機(jī)類別的默認(rèn)設(shè)置，與其階段是聯(lián)系在一起的，在階段選擇列表中進(jìn)行設(shè)置。對(duì)于特定機(jī)會(huì)，如果要更改其預(yù)測(cè)類別 ，你必須編輯該商機(jī)的預(yù)測(cè)。（Determines the category to which an opportunity is attributed in a forecast. The default category setting for an opportunity is tied to its stage, as set in the Stage picklist. To update the Forecast Category for a particular opportunity, you must edit that opportunity’s forecast.）

預(yù)測(cè)數(shù)量（Forecast Quantity）

適用于協(xié)作預(yù)測(cè)場(chǎng)景。從預(yù)測(cè)管理者的視角來看，對(duì)所有人及其下屬所有商機(jī)之和的數(shù)量預(yù)測(cè)，其中包括所有預(yù)測(cè)調(diào)整。（Applies to Collaborative Forecasts. The quantity forecast from the forecast manager’s perspective and the sum of the owner’s and subordinates’ opportunities, including all forecast adjustments.）

預(yù)測(cè)用戶（Forecast User）

可以查看并處理預(yù)測(cè)層級(jí)中他們層級(jí)以下預(yù)測(cè)的用戶。（A user who can see and work with forecasts below them in the forecast hierarchy.）

預(yù)測(cè)（Forecasts）

針對(duì)特定時(shí)期的銷售預(yù)測(cè)。（Projections of sales for a specified period.）

公式字段（Formula Field）

一種自定義字段。公式字段根據(jù)合并字段、表達(dá)式的值或其他值，自動(dòng)計(jì)算它的值。（A type of custom field. Formula fields automatically calculate their values based on the values of merge fields, expressions, or other values.）

看完上述內(nèi)容，你們掌握Salesforce必備基本術(shù)語有哪些的方法了嗎？如果還想學(xué)到更多技能或想了解更多相關(guān)內(nèi)容，歡迎關(guān)注創(chuàng)新互聯(lián)行業(yè)資訊頻道，感謝各位的閱讀！

新聞名稱：Salesforce必備基本術(shù)語有哪些
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