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CRM

Customer relationship management software.

Contributors in CRM

CRM

cookie

Software; CRM

Client-specific data used by some Web applications to store user and session-specific information. Salesforce.com issues a session “cookie” only to record encrypted authentication information for the ...

filter condition/criteria

Software; CRM

Condition on particular fields that qualifies items to be included in a list view or report, such as “State equals California.”

profile

Software; CRM

Defines a user’s permission to perform different functions within Salesforce. com. For example, the Solution Manager profile gives a user access to create, edit, and delete solutions.

case

Software; CRM

Detailed description of a customer’s feedback, problem, or question. Used to track and solve your customers’ issues.

forecast category

Software; CRM

Determines the category to which an opportunity is attributed in a forecast. The default category setting for an opportunity is tied to its stage, as set in the Stage picklist. To update the Forecast ...

primary contact

Software; CRM

Field in company information that lists the primary contact for your organization. Also indicates the primary contact associated with an account, contract, or opportunity. Specified as a checkbox in ...

apex

Software; CRM

Force.com Apex code is a strongly-typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the Force.com platform server in conjunction ...

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