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CRM

Customer relationship management software.

Contributors in CRM

CRM

Matrix reports are similar to summary reports, but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for ...

milestone actions

Software; CRM

Milestone actions are time-dependent, workflow actions that occur at every step (milestone) in an entitlement process. Examples of milestone actions include sending email alerts to specified users an ...

custom s-control

Software; CRM

Note: S-controls have been superseded by Visualforce pages. After March 2010 organizations that have never created s-controls, as well as new organizations, won't be allowed to create them. Existing ...

s-control

Software; CRM

popular ideas

Software; CRM

On the Popular Ideas subtab, ideas are sorted by an internal calculation that reflects the age of an idea's positive votes. Regardless of an idea's static total number of points, ideas with newer ...

marketing user

Software; CRM

One or more individuals in your organization who can manage campaigns. Administrators can designate someone as a Marketing User by selecting the Marketing User checkbox in the user’s personal ...

save as

Software; CRM

Option on any standard, public, or custom report to save the parameters of the report without altering the original report. It creates a new custom report with your saved changes.