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CRM

Customer relationship management software.

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CRM

follow

Software; CRM

A subscription to a user or record that lets you see related updates in your Chatter feed on the Home tab. Follow a user to see status updates. Follow a record to see posts, comments, and field ...

mini page layout

Software; CRM

A subset of the items in a record's existing page layout that administrators choose to display in the console's Mini View and in Hover Details. Mini page layouts inherit record type and profile ...

group task

Software; CRM

A task that was assigned to multiple users when it was created. Note that group tasks are independent records that are not linked; they can be edited, transferred, or deleted individually.

process visualizer

Software; CRM

A tool that displays a graphical version of an approval process. The view-only diagram is presented as a flowchart. The diagram and an informational sidebar panel can help you visualize and ...

A person account is an individual consumer with whom you do business, such as a financial services client, an online shopper, or a vacation traveler. Person accounts are applicable to organizations ...