Salesforce必备基本术语有哪些，相信很多没有经验的人对此束手无策，为此本文总结了问题出现的原因和解决方法，通过这篇文章希望你能解决这个问题。
创新互联建站凭借在网站建设、网站推广领域领先的技术能力和多年的行业经验，为客户提供超值的营销型网站建设服务，我们始终认为：好的营销型网站就是好的业务员。我们已成功为企业单位、个人等客户提供了网站建设、成都网站建设服务，以良好的商业信誉，完善的服务及深厚的技术力量处于同行领先地位。
客户是你想要跟踪的一个组织、公司或消费者。例如，客户、合作伙伴或竞争对手。（An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.）
根据自定义的标准，自动将客户分配到销售区域的规则。（A rule that automatically assigns accounts to territories, based on criteria you define.）比如根据客户的邮政编码、所在州、行业、收入或员工数量，自动将客户及其相关商机、客户问题或反馈转移到特定区域。每个规则由多行标准组成，这些标准精确地指定了如何分配客户。
客户团队是针对一个客户在一起工作的一组用户。例如，一个客户团队可能包括一个执行发起人、专门的支持代理人员或项目经理。（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.）使用客户团队可以让针对客户的协作更容易跟踪。客户团队与商机团队并不相同，尽管他们拥有相同的团队成员角色。
一个事件、一个任务、一个你记录的电话或者发送的邮件，都是活动。你可以将活动与其他记录关联起来。比如关联到一个客户、线索、商机或者是用户问题或反馈。在开启了共享活动的组织中，你可以将一个活动关联到多个联系人。任务也可以由Salesforce管理员配置的工作流规则和审批流程生成。（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.）更多活动类型点击此处。
组织中的一个或多个人，他们可以对应用进行配置和自定义。一般用户被赋予系统管理权限后，就具有了管理员特权。（One or more individuals in your organization who can configure and customize the application. Users assigned to the System Administrator profile have administrator privileges.）
适用于协作场景下的收入预测。未调整金额为一个人拥有的商机收入和他下属拥有的商机收入之和，不需要做任何调整。下属包括在预测层级中所有向某人回报的人。此金额仅在报告中可见。（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.）
适用于协作场景下的收入预测。这个预测数字可以被预测者看到。它是预测者所拥有商机收入以及其下属商机收入的总和，预测者可以对他和下属的预测进行调整，但是不包括在预测层级中，预测者上级管理者所做的调整。（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.）更多信息点击此处。
审批流程让Salesforce中的记录审批自动化起来。审批流程指定了审批中的每个步骤，包括向谁请求审批以及在流程的每个节点要做什么。（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.）更多审批流程样例，点击此处。
客户所拥有产品的特定模式或类型。根据你的组织使用资产的方式，它可以代表客户已经购买和安装的你的产品，或者代表客户使用的竞争对手的产品。（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.）
自动回复规则是一组条件，根据提交记录的属性，针对用户提问或线索提交，自动回复电子邮件。针对用户提问和反馈，自动回复规则适用于来自自助服务门户、客户门户、Web-to-Case表单、Email-to-Case消息或随需的Email-to- case消息提交的内容。针对提交的线索，自动回复规则适用于那些通过Web-to-lead表单捕获的线索。（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.）
确定特定月份或季度所有“可能”的收入预测。对于管理者来说，等于他们及其整个团队可能产生的总收入。（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.）
你想要跟踪的一个公司或组织（A company or organization that you want to track.）
一种营销活动，如广告、直发邮件或会议，为了产生潜在客户、建立品牌知名度而进行的营销活动。（A marketing initiative, such as an advertisement, direct mail, or conference, that you conduct in order to generate prospects and build brand awareness.）
一组多达五个活动组织成的层次结构。父活动可以有多个子活动，但是一个子活动只能有一个父活动。（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.）
与市场活动有关的所有线索或联系人。（Any lead or contact associated with a campaign.）
市场活动投资回报率是指市场营销投资的回报率。使用“市场活动ROI分析报告”分析投资回报率。ROI等于净收益（赢得客户业务商机的总价值 - 实际成本）除以实际成本。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.）
客户的反馈、问题或疑问的详细描述。用于跟踪和解决客户的不同问题。（Detailed description of a customer’s feedback, problem, or question. Used to track and solve your customers’ issues.）
解决方案类别，是一个可以应用到解决方案的一个标签，用来对类似的解决方案进行分组。解决方案类别可以帮助客户支持代表在解决用户提问或反馈时，更加快速的找到解决方案。如果你使用自助入口的门户网站或公共解决方案，你的客户可以按照类别来浏览解决方案，以查找他们需要的内容。另请参阅父类别。（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.）
渠道管理员是管理你的合作伙伴的内部用户。（Channel managers are the internal users that manage your partners.）
单个销售人员对在特定月份或季度成交有合理信心的预测金额。对于管理者而言，该金额应该等于他们自己以及他们管理团队确定可以成交的金额总和。（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.）
针对特定商机，显示竞争者名称、优势和弱点的相关列表。（Related list that displays competitor names, strengths, and weaknesses entered for a specific opportunity.）在你努力成交交易时，竞争者字段可以帮你更好的跟踪竞争对手。
可将 Salesforce 与 Microsoft® Word 和 Excel 集成在一起的产品。
Product that integrates Salesforce with Microsoft® Word and Excel.
该连接器已退役。该产品是我们与Microsoft® Outlook® 2007 和更早版本的旧同步插件。（Connect for Outlook is retired. The product was our legacy sync add-in for Microsoft® Outlook® 2007 and earlier.）
使销售人员在完全断开网络连接的情况下，也能随时随地使用 Salesforce 远程更新其数据的产品。（Product that allows salespeople to use Salesforce to update their data remotely, anywhere, anytime—totally unplugged.）
联系人是指与你的客户相关联的人员。（Contacts are the individuals associated with your accounts.）
联系人在特定客户、合同或商机中扮演的角色，如“决策者”或“评估者”。你可将某个联系人标记为客户、合同或商机的“主要”联系人。联系人在不同客户、合同或商机中可以拥有不同的角色。（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.）
已经被转换为在线格式的文档，以分发给线索、联系人和同事。（A file that has been converted into an optimized online format for distributions to leads, contacts, and colleagues.）
作为一个组存储在 Salesforce CRM Content 中的相关文档或文件的集合。（A collection of related documents or files that are stored as a group in Salesforce CRM Content.）
合同是定义各方间业务条款的协议。（A contract is an agreement defining the terms of business between parties.）
合同行项目是服务合同涵盖的特定产品。它们只在服务合同的“合同行项目”相关列表上显示，并不在合同上显示。（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.）
通过按钮或链接，你可以将合格的销售线索转化为客户、联系人以及（可选）商机。来自线索字段的信息，将转移到相应的客户、联系人和商机字段中。（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.）
除了标准字段外，还可以添加一个字段，以根据组织的需要自定义Salesforce。（A field that can be added in addition to the standard fields to customize Salesforce for your organization’s needs.）
自定义记录，使你可以存储组织专有的信息。（Custom records that allow you to store information unique to your organization.）
一个显示功能，可以让你查看特定对象的特定记录集。（A display feature that lets you see a specific set of records for a particular object.）
仪表板可以将源报告作为可视化组件来显示数据。它可能是图表、计量表、表格、度量项或页面。这些组件为你的组织提供了关键指标和绩效指标的快照。每个仪表板最多可包含20个组件。（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.）
仪表板构建器是用于创建和修改仪表板的可拖放界面。（Dashboard builder is a drag-and-drop interface for creating and modifying dashboards.）
http://Database.com http://Database.com是Salesforce提供的企业云数据库。（http://Database.com is an enterprise cloud database from Salesforce.）
带有日期的汇率（Dated Exchange Rates） 带有与日期的汇率，可以让你将货币汇率映射到特定的日期范围内。例如，1月1日的汇率为1美元兑1.39澳元，但2月1日的汇率变为1美元兑1.42澳元。你在1月1日至2月1日之间成交的商机，使用第一种汇率（1 = 1.39），而在2月1日之后成交的商机使用第二种汇率（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).）
一个免费的，功能齐全的Salesforce组织，旨在为开发人员扩展、集成和使用Lightning平台进行开发。开发版帐户可在http://developer.salesforce.com上获得。（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.）
开发人员沙箱将自定义（元数据）复制到单独的环境中进行编码和测试，但不复制生产数据。（Developer sandboxes copy customization (metadata), but don't copy production data, into a separate environment for coding and testing.）
一个存储文档而不将其附加到客户、联系人、商机或其他记录的地方。（A place to store documents without attaching them to accounts, contacts, opportunities, or other records.）
动态仪表盘使用查看仪表板用户的安全设置运行。每个用户都可以根据自己的访问级别查看仪表板。这种方法可帮助管理员将一组通用的仪表板组件共享给具有不同访问级别的用户。（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.）
邮件警报是指使用特定的电子邮件模板，将电子邮件发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.）
一种传达标准消息的规范化邮件，例如给新员工的欢迎邮件或确认已收到客户服务请求的邮件。邮件模板可以使用合并字段进行个性化设置，并可以以文本、HTML或自定义格式编写。（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.）
为更大，更复杂的企业设计的Salesforce版本。（A Salesforce edition designed for larger, more complex businesses.）
用户权益可以帮助你确定客户是否有资格获得客户支持，以便为他们创建服务工单。客户可以根据特定资产、客户或服务合同获得支持。（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.）
权益联系人是指指定接受客户支持的联系人，例如，一个命名的呼叫者。它们列在权益“联系人”相关列表或联系人“权益”相关列表中。权益联系人没有页面布局，搜索布局，按钮，链接或记录类型。（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.）
权益处理流程就是时间表，其中包括支持团队必须完成的所有步骤（里程碑）才能解决这个客服工单。每个过程都包括确定如何为客户实施正确的服务级别所必需的逻辑。（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.）
权益模板是可以快速添加到产品中的预定义客户支持条款。例如，你可以为Web或电话支持创建权益模板，以便用户可以轻松地将权益添加到提供给客户的产品中。（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.）
外部数据源指定如何访问外部系统。Salesforce Connect使用外部数据源访问存储在Salesforce组织外部的数据。Files Connect使用外部数据源访问第三方内容系统。外部数据源具有关联的外部对象，你的用户和Lightning Platform可以使用这些对象与外部数据和内容进行交互。（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.）
外部查找关系将子对象（标准对象、自定义对象或外部对象）链接到父对象（外部对象）上。创建外部查找关系字段时，父级外部对象上的标准“外部ID”字段将与子级外部查找关系字段的值匹配。外部对象字段值来自外部数据源。（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.）
外部对象的行为类似于自定义对象，不同之处在于它们映射到存储在Salesforce组织外部的数据。每个外部对象都映射到已定义的外部数据源中的数据表，并且每个外部对象字段都映射到数据表列。用户和Lightning Platform使用外部对象与外部数据进行交互。（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.）
外部用户是拥有社区、客户门户网站或合作伙伴门户网站许可证的用户。（External users are users with Community, Customer Portal, or partner portal licenses.）
对特定字段的条件，以限定要包含在列表视图或报告中的项目，例如“州等于加利福尼亚”。（Condition on particular fields that qualifies items to be included in a list view or report, such as “State equals California.”）
组织用于财务计划目的（例如预测）的一个时间段，其时间长度通常与日历年的时间长度相似。会计年度通常包含较小的会计期，例如分季度或三个月。（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.）
用户可以单击一个问题或答复，将其标记为垃圾、可恨或不适当的图标。
An icon that users can click on a question or reply to report it as spam, hateful, or inappropriate.
基于云的应用程序，管理员可以创建一个流程以在Salesforce中使用。（Cloud-based application that lets admins create a flow for use in Salesforce.）
具有最多8个自定义对象和8个自定义标签的自定义应用，对客户和联系人具有读写访问权限，以及对共享，批量API或流API的访问权限。（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.）
具有最多8个自定义对象和8个自定义标签的自定义应用，对客户和联系人只有只读访问权限，对共享，批量API或流API的访问权限为零。（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.）
适用于协作预测场景。包括从预测管理者角度进行的收入预测，以及所有者和他下属的商机总和，包括所有预测调整金额。（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.）
确定在预测中商机的类别。商机类别的默认设置，与其阶段是联系在一起的，在阶段选择列表中进行设置。对于特定机会，如果要更改其预测类别 ，你必须编辑该商机的预测。（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.）
适用于协作预测场景。从预测管理者的视角来看，对所有人及其下属所有商机之和的数量预测，其中包括所有预测调整。（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.）
可以查看并处理预测层级中他们层级以下预测的用户。（A user who can see and work with forecasts below them in the forecast hierarchy.）
针对特定时期的销售预测。（Projections of sales for a specified period.）
一种自定义字段。公式字段根据合并字段、表达式的值或其他值，自动计算它的值。（A type of custom field. Formula fields automatically calculate their values based on the values of merge fields, expressions, or other values.）
看完上述内容，你们掌握Salesforce必备基本术语有哪些的方法了吗？如果还想学到更多技能或想了解更多相关内容，欢迎关注创新互联行业资讯频道，感谢各位的阅读！
