Overview
The purpose of this article is provide a short list of Common Terms to know.
- User – Someone with access to the system.
- Object – a section in the system that holds a list of records. You can navigate to different objects by clicking the tabs at the top of the page (think of a filing cabinet drawer).
- Record – holds specific information about a topic (think of the folders inside the filing cabinet drawer). Related Objects – These are objects that have records that are related to the record you have open Universal Search – a search bar that searches the entire system.
- Object Search – a search bar that just searches inside of an object.
- Contact – Someone whose information is stored in the system, but may not have access to the system (Note that if a Contact needs access to the system, that person would need to be a user as well)
More Assistance
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