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CRM

Customer relationship management software.

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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.

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 performance ...

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.

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 conditions in your workflow ...