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CRM

Customer relationship management software.

Contributors in CRM

CRM

record

Software; CRM

A single instance of a Salesforce.com object. For example, “John Jones” might be the name of a contact record.

asset

Software; CRM

A specific model or type of product that a customer owns. Depending on how your organization uses assets, they can represent your products that the customer has purchased and installed or your ...

phrase search

Software; CRM

A type of full-text search that matches only items that contain a specified phrase, such as “customer relationship management.”

self-service

Software; CRM

A Web portal feature that allows your customers to search your organization’s public solutions to find answers to their questions and to submit new cases to your customer support team.

feed tracking, Salesforce chatter

Software; CRM

Administrator settings that determine which records can be followed and which fields can be tracked in Chatter feeds. Enabling an object for feed tracking allows people to follow records of that ...

article type

Software; CRM

All articles in Salesforce Knowledge are assigned to an article type depending on their content. For example, a simple FAQ article type may have two custom fields, Question and Answer, where article ...

sharing

Software; CRM

Allowing other users to view or edit information you own. There are different ways to share data: *Sharing Model—defines the default organization-wide access levels that users have to each other’s ...

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