Question: Who is a contact?

Answer: A Contact is any individual or influencer associated with an account that you want to track in Salesforce.

 

Question: What are leads?

Answer: Leads are people who are interested in your product and service. Converting leads to loyal customers will provide success within a business. By managing your leads in a systematic and structured way, you can increase both the numbers of leads you generate and how many leads you convert.

 

Question: What is an opportunity?

Answer: An opportunity is any potential revenue-generating event (“sales deal”) that you want to track in Salesforce.

 

Question: What is campaign?

Answer: A campaign is any marketing project that you want to plan, manage and track in Salesforce. 

Question: What are cases in Salesforce?

Answer: A case is a detailed description of a customer’s feedback, problems or questions.

Question: What are solutions in Salesforce?

Answer: A solution is detailed description of a customer issue and the resolution of that issue. The collection of your organization’s solution is referred as knowledge base.

Question: What is report in Salesforce?

Answer: Reports are summaries and analysis of your data, which you can display or print.

Question: What is dashboard in Salesforce?

Answer: Dashboard gives you a real-time snapshot of corporate metrics and key performance indicators. A dashboard is a group of different charts or components that graphically display your custom report data.

Question: What are calendar and tasks?

Answer: Activities are both tasks and scheduled calendar events. You can define and track activities for many different objects, including campaign, accounts, contacts and leads.

Question: What are products in Salesforce?

Answer: Products are the individual items that you sell on your opportunity.