Glossary - PosiGive
- Jhetah Mae Leornas
Term | Definition |
|---|---|
Account | This is a type of record in Salesforce. There are two main types of Accounts: Organisational, i.e. a business, school, government or other organisation, and household. This relates to a residential household. Each supporter, whether they be an individual or part of a family group, must be related to a Household Account. |
Affiliation | An Affiliation is the relationship between a Contact and an Organisation |
Apex | Apex |
AppManager | Salesforce connected apps manager |
AppExchange | AppExchange is a website where you can browse apps and consultants for Salesforce. |
Bank Item | A single line item from a banking statement. |
Base URL | Your organisation's base Salesforce Experience Cloud Site URL which is the basis for the Unique Campaign URL - Look for it in the Web Toolkit |
BDE | Batch Data Entry application |
Case | A Case tracks a constituent's questions, feedback, or issues |
Chatter | This is a Salesforce functionality that facilitates quick and efficient communications between staff, usually about a specific record. Perhaps think of Chatter as being like a Messenger App for your organisation. Staff can reference Accounts, Contacts, Opportunities, Campaigns and other Salesforce Objects within the Chatter Feed. |
ClosedLost | One of several opportunity stage combinations, Closed Lost refers to an opportunity which was unsuccessfully processed, including after the maximum number of configured retries was met. A successfully processed opportunity is said to be Closed Won |
ClosedWon | One of several opportunity stage combinations, Closed Won refers to an opportunity which is successfully processed. An unsuccessfully processed opportunity is said to be Closed Lost. |
Contact | In Salesforce, a Contact represents an individual person (such as a customer or a prospect) who is associated with an Account. Contacts are the actual people being interacted with at those companies/Accounts, and they hold important information such as phone numbers, email addresses, job titles, etc. |
Custom Price Book Entry . | Custom price book entries are the custom (list) prices for the products and services in your custom price books. Custom price book entries can be created only for products with active standard price book entries. In Lightning Experience, Product detail pages display the Standard Price related list and the Price Books related list as a single Price Books related list |
Dashboard
| A Dashboard is a screen area that can show several reports as visual elements such as charts, tables, pages or Visualforce pages. A Dashboard can have up to 20 com ponents and is a great way to provide a snapshot of your key performance indicators. |
Difference Amount
| The $ difference between total and bank total + transaction fees. |
Flow
| Flow refers to Salesforce flows, which are groups of code which make up components which per forms specific functions and routines. |
List View | List Views are customizable lists that show records meeting particular criteria. They allow users to view a filtered set of data or a subset of records within an Object. From there, they can further manipulate, filter, and sort the data within these lists so that they are tailored to show relevant information and offer easy access to records that are used frequently. For example, a sales team can create a list view to display only currently active Accounts. |
NPSP
| Non-Profit Success Pack. This is a Salesforce app commonly used by non-profit organisations. It provides a foundational structure on top of the standard Salesforce Platform. The AlphaSys Fund-raising Acceler ator sits on top of this app and builds upon its capabilities. |
Object | In Salesforce, tables which store data are referred to as Objects. |
Org
| The standard term used by Salesforce to refer to a single instance of a Salesforce platform implementation. |
Organisational Account
| An Organisational Account used for businesses and organisations, includ ing churches, schools, government departments, other nonprofits, etc. |
Outreach Source Code | These codes enable campaign manager or fundraiser to track donations relating to the campaign. Staff can use information derived from the outreach source code tracking to refine, target, and strengthen communications to donors, constituents, and the public. |
Payment Gateway
| A Payment Gateway is a platform which facilitates the clearance of payment transactions normally through credit card and/or direct debit transactions. It is necessary to have at least one payment gateway in order to facilitate the clearance of these types of transactions, al though some organisations use mul tiple payment gateways. For a list of Payment Gateways supported by the AlphaSys Fund raising Acceler ator please Contact the AlphaSys support team. |
Permission Set | A Permission Set is a flexible and customizable collection of permissions and settings that grant users additional access rights beyond what is specified in their Profile. It is especially useful for managing exceptions or unique cases, as it enables administrators to expand a user’s capabilities without making changes to their primary Profile. |
Picklist
| A Picklist is a field type that allows users to select a value from a predefined set of options, very much like a dropdown in ordinary forms. Picklists help ensure uniformity and accuracy of data entry since users may only choose from the choices specified instead of typing their own entries. It’s particularly useful in scenarios where categorization or classification is crucial (like customer types, statuses, or priorities). Picklists can be set to single-select or multi-select, depending on purpose. |
Price Book – Standard | The standard price book is the master list of all your products and their default standard prices. Sales force creates the standard price book when you create product re cords. It includes all your products and their standard prices regardless of any custom price books that in clude those products |
Reconciliation Batch | A group of Rec Items which you will reconcile against a group of Bank Items to ensure the total difference of all figures equals $0. |
Retry | A Retry is a system automation which attempts to process a payment when previous attempts failed. You configure the number of retries to attempt in your setup. |
Related List
| Related Lists refer to a section on an object’s record page that displays a list of other records linked to the record you are viewing. For example, when viewing an Account record, you might find related lists for Contacts, Opportunities, or Cases associated with that particular Account. It helps users see and access interconnected data effortlessly. |
Salesforce | The word’s #1 CRM platform. It is a cloud-based system that provides a strong and flexible architectural base. But its true power lays in its ability to be easily extended and built upon through customisation and apps such as those in the Fun draising Accelerator. AlphaSys is one of only three Salesforce Impact Partners in the APAC region. |
Salesforce Digital Experiences | Salesforce Digital Experiences is the platform on which Posimente cloud based sites and forms are built. It was previously referred to as Sales force Communities. Access Digital Experiences through Setup/Feature Settings/Digital Experiences. |
Tokenisation | Taking a customer’s credit card number, storing it in a highly se cure encryption appliance and then replacing it with a surrogate value known as a “token”. The payment system can then use this token value when processing payments to retrieve the customer’s credit card number. The token itself is not a sensitive piece of data and can be stored in an external system and used in future transactions instead of the credit card number. |
Total Amount | Total $ Amount of a batch reconciliation record |
Total Fees | The sum of all transaction fees related to all bank records, related to a batch record. |
Validation Rule
| A Validation Rule is a set of criteria that ensures the data entered into a record meets certain standards before it is saved. This feature helps maintain data quality by preventing users from entering incorrect, incomplete, or poorly formatted information. They consist of a formula or expression that evaluates the data and returns a true or false value, along with an error message that’s displayed if the formula returns true. For example, a validation rule can prevent users from entering a future date in a field meant for past events, or it can enforce that a mandatory text field is not left blank. |