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Salesforce Terminology

Horizontales
A record that manages inquires and issues.
A potential sale with an individual or business that has committed to moving forward with the process.
Allows users to set and track financial goals for the account such as savings for emergency funds or a vacation.
A bar located at the top of the Salesforce screen that allows you to quickly access different areas of Salesforce such as Home, Accounts, Leads, and Opportunities.
Displays a summary of all the interactions that have taken place between the account and HawaiiUSA. This may include phone calls, emails, and in-person interactions.
Shortcuts to common actions that you can take within Salesforce such as creating a new record for a lead of referral.
Refers to the various tasks, events, and calls that are associated with records in the system.
Verticales
A potential sale with an individual or business that needs to be referred to an expert.
A record that stores information about an individual or business including contact information, financial accounts, goals, life events, and other important details.
Alerts that appear in Salesforce to let you know about important events or updates such as a new lead or task that is due.
A bar you can use to search for records, objects, or other data within Salesforce.
A list of all the financial accounts associated with the account such as shares, mortgages, investment accounts, and loans.
A potential sale with a individual or business with no commitment.
A feature that allows you to mark records, objects, or other data so you can quickly access them later.