Glossary- Salesforce

TERM	DEFINITION

TERM	DEFINITION
Account	This is a type of record in Salesforce. There are two main types of Accounts: Organizational, i.e. a business, school, government or other organization, 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.
Administrator	An Administrator refers to an individual who has both skills and access to make changes to your Salesforce Org. Administrators typically maintain the list of current users, various system settings, report structures and apps.
Apex	Apex is a programming language used within the Salesforce Platform. Salesforce developers code in Apex to enhance this Salesforce Platform.
AppExchange	AppExchange is a website where you can browse apps and consultants for Salesforce.
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 organization. Staff can reference Accounts, Contacts, Opportunities, Campaigns and other Salesforce Objects within the Chatter Feed.
Contact	Contact is a record for an individual. They could be donors, staff members of any organisation, members of an affiliation, volunteers, or individuals you want to retain in your system. Most personal contact information such as email addresses and phone numbers are stored at the Contact level.
Custom App	A Custom App or Application in Salesforce is a collection of tabs, objects, reports and other functions that work together to provide a particular set of capabilities in a Salesforce org. The various Pronto products that make up the Fundraising Accelerator are all custom apps and Salesforce users can also add additional custom apps from the Salesforce AppExchange.
Dashboard	A Dashboard is a screen area that can show a number of reports as visual elements such as charts, tables, pages or Visualforce pages. A Dashboard can have up to 20 components and is a great way to provide a snapshot of your key performance indicators.
Field	Field is a particular data element in an Object or screen. For example, First Name is a field for all Contacts.
Household Account	A Household Account signifies an Individual Household. Each individual contact record must be associated with a Household Account; this is a fundamental Salesforce requirement.
Household	A particular type of Account record related to all members of a family unit residing at the same physical address.
Householding	The giving power and giving history of your supporters can be viewed collectively at the household level, in addition to the individual level.
Lightning Out Flow	Salesforce coding platform Usage: templates for web pages
Marketing Cloud	A Salesforce product that can work with your Salesforce CRM and provides an extensive range of marketing and marketing automation capabilities including email automation, email campaign management, direct mail campaigns and various web marketing capabilities.
Merge	Sometimes, 2 Account or 2 Contact records are created in the database for the same entity. This can cause a variety of problems over time. Merging is a process by which these two Contact or Account records are combined into one with all of their associated related Objects, Notes and Flags being transferred to the record we are retaining.
Non-Profit Success Pack (NPSP)	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 Accelerator sits on top of this app and builds upon its capabilities.
Object	An Object in Salesforce is a table of a particular type of record in the Salesforce database. Standard Objects include Accounts, Contacts, Opportunities and Campaigns. The foundation of these Object can be modified when client organizations require additional fields. For example, if you need to store an additional piece of data such as a member code against each Contact in your database, then this is done by editing the Contact Object.
Org	An Org is a Salesforce instance usually associated with a single organization.
Organizational Account	An Organizational Account used for businesses and organizations including churches, schools, government departments, other nonprofits, etc.
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 customization and apps such as those in the Fundraising Accelerator. AlphaSys is one of only three Salesforce Impact Partners in the APAC region.
http://Salesforce.org	The Not-For-Profit specific entity within Salesforce. It includes NFP specific products, apps, user groups, training and other resources. The .org team only work within the NFP space. AlphaSys is the largest specialist in not for profit projects dedicated to the APAC region.
Sandbox	An org that is usually a full or partial copy of your live environment. A sandbox org can be updated from your live org or vice versa. They are ideal for training and testing. The number and type of sandbox orgs available to you is dependent upon your Salesforce licensing.
Scratch Org	A temporary org instance that it produced, usually for testing or training purposes. Scratch orgs only have a 30- day lifespan. Scratch orgs are free, but you might have limits on the number of scratch orgs you can have at any one time.
Trailhead	Trailhead is the Salesforce training platform, with great resources to learn about the standard Salesforce Platform. There are hundreds of trailhead modules that can teach you about virtually any aspect of Salesforce in a fun, gamified and self-paced way. Go to http://trailhead.Salesforce.com for more information.