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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.
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 ...
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- Accounting software (7905)
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