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Software

Terms relating to the creation, testing, refinement and distribution of software and related products.

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Software > CRM

formula field

Software; CRM

A type of custom field. Formula fields automatically calculate their values based on the values of merge fields, expressions, or other values.

related list hover links

Software; CRM

A type of link that allows you to quickly view information on a detail page about related lists, by hovering your mouse over the link. Your administrator must enable the display ...

forecast user

Software; CRM

A user who can see and work with forecasts below them in either the forecast hierarchy or territory hierarchy.

dashboard

Software; CRM

A visual representation of your custom report data. You can create several dashboard components within a dashboard to give you a real-time snapshot of corporate metrics and key ...

immediate action

Software; CRM

A workflow action that executes instantly when the conditions of a workflow rule are met.

time-dependent workflow action

Software; CRM

A workflow action that executes when the conditions of a workflow rule and an associated time trigger are met.

workflow rule

Software; CRM

A workflow rule sets workflow actions into motion when its designated conditions are met. You can configure workflow actions to execute immediately when a record meets the ...