tag:blogger.com,1999:blog-31475991505269023842024-03-13T12:58:12.082-07:00The Diary of a Tech WarriorJerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.comBlogger87125tag:blogger.com,1999:blog-3147599150526902384.post-76425271374545221582023-03-31T00:44:00.005-07:002023-05-28T05:15:26.147-07:00Generate reports from Opportunities using a Visualforce Page in Salesforce <p><span style="font-family: arial;"> </span></p><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; font-size: 16px; margin: 1.25em 0px; white-space: pre-wrap;"><b><span style="font-family: arial;">Step 1: Create a Visualforce Page</span></b></p><ol style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; counter-reset: item 0; display: flex; flex-direction: column; font-size: 16px; list-style-image: initial; list-style-position: initial; margin: 1.25em 0px; padding: 0px 0px 0px 1rem; white-space: pre-wrap;"><li style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 0px; padding-left: 0.375em;"><span style="font-family: arial;">Go to the Setup menu in Salesforce.</span></li><li style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 0px; padding-left: 0.375em;"><span style="font-family: arial;">Search for "Visualforce Pages" in the Quick Find box and click on it.</span></li><li style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 0px; padding-left: 0.375em;"><span style="font-family: arial;">Click on the "New" button to create a new Visualforce page.</span></li><li style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 0px; padding-left: 0.375em;"><span style="font-family: arial;">Provide a name and select the standard controller as "Opportunity."</span></li><li style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 0px; padding-left: 0.375em;"><span style="font-family: arial;">Write the necessary code to generate the report. You can use the <code style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: var(--tw-prose-code); font-size: 0.875em; font-weight: 600; margin-top: 1.25em;"><apex:page></code> tag to define the page and its properties, and <code style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: var(--tw-prose-code); font-size: 0.875em; font-weight: 600; margin-bottom: 1.25em;"><apex:pageBlock></code> tags to structure the content.</span></li></ol><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; font-size: 16px; margin: 1.25em 0px; white-space: pre-wrap;"><b><span style="font-family: arial;">Step 2: Add Report Generation Logic</span></b></p><ol style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; counter-reset: item 0; display: flex; flex-direction: column; font-size: 16px; list-style-image: initial; list-style-position: initial; margin: 1.25em 0px; padding: 0px 0px 0px 1rem; white-space: pre-wrap;"><li style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 0px; padding-left: 0.375em;"><span style="font-family: arial;">Within the Visualforce page, you can use <code style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: var(--tw-prose-code); font-size: 0.875em; font-weight: 600; margin-bottom: 1.25em; margin-top: 1.25em;"><apex:commandButton></code> to create a button that will trigger the report generation process.</span></li><li style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 0px; padding-left: 0.375em;"><span style="font-family: arial;">Associate a method in the controller (Apex class) with the button using the <code style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: var(--tw-prose-code); font-size: 0.875em; font-weight: 600; margin-bottom: 1.25em; margin-top: 1.25em;">action</code> attribute.</span></li><li style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 0px; padding-left: 0.375em;"><span style="font-family: arial;">In the controller, write the necessary Apex logic to generate the report. You can use SOQL queries to fetch the required data from the Opportunity object and perform any required calculations or data manipulation.</span></li><li style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 0px; padding-left: 0.375em;"><span style="font-family: arial;">Once you have the data, you can present it on the Visualforce page using <code style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: var(--tw-prose-code); font-size: 0.875em; font-weight: 600; margin-bottom: 1.25em; margin-top: 1.25em;"><apex:pageBlockTable></code> or other relevant components.</span></li></ol><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; font-size: 16px; margin: 1.25em 0px; white-space: pre-wrap;"><b><span style="font-family: arial;">Step 3: Customize the Visualforce Page Layout</span></b></p><ol style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; counter-reset: item 0; display: flex; flex-direction: column; font-size: 16px; list-style-image: initial; list-style-position: initial; margin: 1.25em 0px; padding: 0px 0px 0px 1rem; white-space: pre-wrap;"><li style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 0px; padding-left: 0.375em;"><span style="font-family: arial;">Add any additional components, such as input fields or filters, to allow users to specify report criteria or parameters.</span></li><li style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 0px; padding-left: 0.375em;"><span style="font-family: arial;">Customize the look and feel of the page using Visualforce tags and CSS styles.</span></li></ol><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; font-size: 16px; margin: 1.25em 0px; white-space: pre-wrap;"><b><span style="font-family: arial;">Step 4: Test and Deploy</span></b></p><ol style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; counter-reset: item 0; display: flex; flex-direction: column; font-size: 16px; list-style-image: initial; list-style-position: initial; margin: 1.25em 0px; padding: 0px 0px 0px 1rem; white-space: pre-wrap;"><li style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 0px; padding-left: 0.375em;"><span style="font-family: arial;">Save the Visualforce page and navigate to its URL to test its functionality.</span></li><li style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 0px; padding-left: 0.375em;"><span style="font-family: arial;">If everything works as expected, you can deploy the Visualforce page to your production environment or make it available to specific users or profiles as needed.</span></li></ol><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; font-size: 16px; margin: 1.25em 0px 0px; white-space: pre-wrap;"><span style="font-family: arial;">Remember to follow Salesforce's best practices and security guidelines when writing the Visualforce page and Apex code. Additionally, consider using Lightning Web Components (LWC) or other newer technologies, as Visualforce is a legacy framework.</span></p><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; font-size: 16px; margin: 1.25em 0px 0px; white-space: pre-wrap;"><b><span style="font-family: arial;">The Visuaforce Page</span></b></p><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 1.25em 0px 0px;"><span style="color: #374151; font-family: arial;"><span style="white-space: pre-wrap;"><apex:page standardController="Opportunity" extensions="OpportunityReportController">
<apex:form>
<apex:pageBlock title="Opportunity Report">
<apex:pageBlockSection>
<apex:commandButton value="Generate Report" action="{!generateReport}" rerender="reportTable" />
</apex:pageBlockSection>
<apex:pageBlockTable id="reportTable" value="{!opportunityList}" var="opportunity">
<apex:column value="{!opportunity.Name}" headerValue="Opportunity Name" />
<apex:column value="{!opportunity.StageName}" headerValue="Stage" />
<apex:column value="{!opportunity.Amount}" headerValue="Amount" />
</apex:pageBlockTable>
</apex:pageBlock>
</apex:form>
</apex:page></span></span></p><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; font-family: Söhne, ui-sans-serif, system-ui, -apple-system, "Segoe UI", Roboto, Ubuntu, Cantarell, "Noto Sans", sans-serif, "Helvetica Neue", Arial, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"; font-size: 16px; margin: 1.25em 0px; white-space: pre-wrap;">In the above code, we have a Visualforce page that displays an Opportunity report. It includes a button labeled "Generate Report" that triggers the <code style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: var(--tw-prose-code); font-family: "Söhne Mono", Monaco, "Andale Mono", "Ubuntu Mono", monospace !important; font-size: 0.875em; font-weight: 600;">generateReport</code> method defined in the <code style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: var(--tw-prose-code); font-family: "Söhne Mono", Monaco, "Andale Mono", "Ubuntu Mono", monospace !important; font-size: 0.875em; font-weight: 600;">OpportunityReportController</code> Apex class. The generated report is displayed in a table using the <code style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: var(--tw-prose-code); font-family: "Söhne Mono", Monaco, "Andale Mono", "Ubuntu Mono", monospace !important; font-size: 0.875em; font-weight: 600;"><apex:pageBlockTable></code> component.</p><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; font-family: Söhne, ui-sans-serif, system-ui, -apple-system, "Segoe UI", Roboto, Ubuntu, Cantarell, "Noto Sans", sans-serif, "Helvetica Neue", Arial, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"; font-size: 16px; margin: 1.25em 0px; white-space: pre-wrap;">Now, let's create the corresponding Apex controller class to handle the report generation:</p><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; margin: 1.25em 0px 0px;"><b style="background-color: transparent;"><span style="font-family: arial;">The Required controller</span></b></p><div><span style="font-family: arial;"><br /></span></div><div><div><span style="font-family: arial;">public class OpportunityReportController {</span></div><div><span style="font-family: arial;"> public List<Opportunity> opportunityList { get; set; }</span></div><div><span style="font-family: arial;"> </span></div><div><span style="font-family: arial;"> public OpportunityReportController(ApexPages.StandardController controller) {</span></div><div><span style="font-family: arial;"> opportunityList = new List<Opportunity>();</span></div><div><span style="font-family: arial;"> }</span></div><div><span style="font-family: arial;"> </span></div><div><span style="font-family: arial;"> public void generateReport() {</span></div><div><span style="font-family: arial;"> opportunityList = [SELECT Name, StageName, Amount FROM Opportunity];</span></div><div><span style="font-family: arial;"> }</span></div><div><span style="font-family: arial;">}</span></div></div><div><br /></div><div><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; font-family: Söhne, ui-sans-serif, system-ui, -apple-system, "Segoe UI", Roboto, Ubuntu, Cantarell, "Noto Sans", sans-serif, "Helvetica Neue", Arial, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"; font-size: 16px; margin: 1.25em 0px; white-space: pre-wrap;">In the <code style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: var(--tw-prose-code); font-family: "Söhne Mono", Monaco, "Andale Mono", "Ubuntu Mono", monospace !important; font-size: 0.875em; font-weight: 600;">OpportunityReportController</code> class, we define the <code style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: var(--tw-prose-code); font-family: "Söhne Mono", Monaco, "Andale Mono", "Ubuntu Mono", monospace !important; font-size: 0.875em; font-weight: 600;">opportunityList</code> property as a list of Opportunities. The <code style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: var(--tw-prose-code); font-family: "Söhne Mono", Monaco, "Andale Mono", "Ubuntu Mono", monospace !important; font-size: 0.875em; font-weight: 600;">generateReport</code> method executes a SOQL query to retrieve the required Opportunity fields (Name, StageName, Amount) and populates the <code style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: var(--tw-prose-code); font-family: "Söhne Mono", Monaco, "Andale Mono", "Ubuntu Mono", monospace !important; font-size: 0.875em; font-weight: 600;">opportunityList</code>.</p><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; font-family: Söhne, ui-sans-serif, system-ui, -apple-system, "Segoe UI", Roboto, Ubuntu, Cantarell, "Noto Sans", sans-serif, "Helvetica Neue", Arial, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"; font-size: 16px; margin: 1.25em 0px; white-space: pre-wrap;">Remember to save the Visualforce page with the name "OpportunityReport" and the Apex controller with the name "OpportunityReportController". Then, you can navigate to the Visualforce page's URL to test and generate the report from Opportunities.</p><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; font-family: Söhne, ui-sans-serif, system-ui, -apple-system, "Segoe UI", Roboto, Ubuntu, Cantarell, "Noto Sans", sans-serif, "Helvetica Neue", Arial, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"; font-size: 16px; margin: 1.25em 0px 0px; white-space: pre-wrap;">Please note that this is a basic example, and you may need to modify the code according to your specific report requirements and business logic.</p><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; font-family: Söhne, ui-sans-serif, system-ui, -apple-system, "Segoe UI", Roboto, Ubuntu, Cantarell, "Noto Sans", sans-serif, "Helvetica Neue", Arial, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"; font-size: 16px; margin: 1.25em 0px 0px; white-space: pre-wrap;"><br /></p><p style="--tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-color: #fff; --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-offset-width: 0px; --tw-ring-shadow: 0 0 transparent; --tw-rotate: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-shadow-colored: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-skew-x: 0; --tw-skew-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; background-color: #f7f7f8; border: 0px solid rgb(217, 217, 227); box-sizing: border-box; color: #374151; font-family: Söhne, ui-sans-serif, system-ui, -apple-system, "Segoe UI", Roboto, Ubuntu, Cantarell, "Noto Sans", sans-serif, "Helvetica Neue", Arial, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"; font-size: 16px; margin: 1.25em 0px 0px; white-space: pre-wrap;">Happy Trails and may the Force be with you!</p></div>Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-28283642654813837612022-05-08T10:24:00.006-07:002022-05-08T10:24:50.033-07:00Turn off your org’s access to Salesforce Classic<p> Time to get rid of the classics :-)</p><ol style="text-align: left;"><li c-hcdocumentationarticle_hcdocumentationarticle="" style="box-sizing: border-box;"><span c-hcdocumentationarticle_hcdocumentationarticle="" style="box-sizing: border-box;">From Setup in Lightning Experience, enter <kbd c-hcdocumentationarticle_hcdocumentationarticle="" style="box-sizing: border-box; font-family: monospace, monospace; font-size: 1em;">Lightning</kbd> in the Quick Find box, then select <span c-hcdocumentationarticle_hcdocumentationarticle="" class="uicontrol" style="box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700);">Lightning Experience Transition Assistant</span>.</span></li><li c-hcdocumentationarticle_hcdocumentationarticle="" style="box-sizing: border-box;"><span c-hcdocumentationarticle_hcdocumentationarticle="" style="box-sizing: border-box;">Select the Optimize phase</span><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgKUV4bzsaQBzUlWlP_ndyMX_llyo7v9C4l-DSqnJeNOy5hKAQDc-P-KqeYa02eqsqichNf7Hv5ELjYqcSvbDY56p4ysOF0Y-SfK36VCwvsNdlW55zOFFAw1XhhHJb9Vo9ajiSqTOs235RfLPl487I2Y04_MACYGhjHwNddi3o5kIJ6865y65X6Zw" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="586" data-original-width="1468" height="147" src="https://blogger.googleusercontent.com/img/a/AVvXsEgKUV4bzsaQBzUlWlP_ndyMX_llyo7v9C4l-DSqnJeNOy5hKAQDc-P-KqeYa02eqsqichNf7Hv5ELjYqcSvbDY56p4ysOF0Y-SfK36VCwvsNdlW55zOFFAw1XhhHJb9Vo9ajiSqTOs235RfLPl487I2Y04_MACYGhjHwNddi3o5kIJ6865y65X6Zw=w434-h147" width="434" /></a></li><li c-hcdocumentationarticle_hcdocumentationarticle="" style="box-sizing: border-box;"><span c-hcdocumentationarticle_hcdocumentationarticle="" style="box-sizing: border-box;">Click <span c-hcdocumentationarticle_hcdocumentationarticle="" class="uicontrol" style="box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700);">Turn Off Salesforce Classic for Your Org</span> to expand the stage.</span></li><li c-hcdocumentationarticle_hcdocumentationarticle="" style="box-sizing: border-box;"><span c-hcdocumentationarticle_hcdocumentationarticle="" style="box-sizing: border-box;">Turn on <span c-hcdocumentationarticle_hcdocumentationarticle="" class="uicontrol" style="box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700);">Make Lightning Experience your org’s only experience</span>.</span></li></ol><div><span style="color: #080707; font-family: Verdana, Arial, sans-serif;"><span style="font-size: 14px;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhqV96BRiSWYyYS24zd2ya5szW9gK18Ad01XeujaYST50tOlz2ElxFRay2zH7fiSu5mJ3Gy5E0JvIPChRLM08flzP_7c42Ztibmsuia6J-zxVYk7dSfRU6UonsbMafoCjRvOsx0TRf6GMzAM8jFJkJQCRhT233Zy-h3ZYnGAraybkG0PhV3XYfd9Q" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="619" data-original-width="1447" height="171" src="https://blogger.googleusercontent.com/img/a/AVvXsEhqV96BRiSWYyYS24zd2ya5szW9gK18Ad01XeujaYST50tOlz2ElxFRay2zH7fiSu5mJ3Gy5E0JvIPChRLM08flzP_7c42Ztibmsuia6J-zxVYk7dSfRU6UonsbMafoCjRvOsx0TRf6GMzAM8jFJkJQCRhT233Zy-h3ZYnGAraybkG0PhV3XYfd9Q=w400-h171" width="400" /></a></div><br /><br /></span></span></div><div c-hcdocumentationarticle_hcdocumentationarticle="" style="background-color: white; box-sizing: border-box; color: #080707; font-family: Verdana, Arial, sans-serif;"><p c-hcdocumentationarticle_hcdocumentationarticle="" style="box-sizing: border-box; font-family: "Salesforce Sans"; line-height: 20px; margin-bottom: var(--lwc-spacingSmall,0.75rem); margin-left: 0px; margin-right: 0px; margin-top: 0px; padding: 0px;"><i><span style="font-size: medium;">Users see Lightning Experience the next time they log in to Salesforce. They no longer see the <span c-hcdocumentationarticle_hcdocumentationarticle="" class="uicontrol" style="box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700);">Switch to Salesforce Classic</span> link.</span></i></p></div>Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-33958243144994956972021-09-01T00:16:00.001-07:002021-09-07T01:17:57.915-07:00Salesforce Password Reset - Bulk Reset<p> Hi Trailblazers!</p><p><br /></p><p>Many times we find ourselves in a scenario where we may need to reset passwords for multiple users.</p><p>The below code is a rough idea of how this could be achieved :</p><pre class="ckeditor_codeblock" id="ext-gen21" style="background: rgb(239, 239, 239); border-radius: 4px; border: 1px solid rgb(204, 204, 204); color: #333333; font-family: DSCDefaultFontRegular; font-size: 14px; margin-bottom: 10px; margin-top: 0px; overflow-wrap: break-word; overflow-x: auto; padding: 8px; white-space: pre-wrap; word-break: break-all;">changepassword ch= new changepassword();
public class ChangePassword
{
public changepassword()
{
List<User> userList = new List<User>();
userList = [SELECT Id from User WHERE IsActive = true ];
for(User usr : userList)
{
System.setPassword(usr.Id, 'xxxxxxxx');
System.debug('DONE: ' + usr.Id);
}
}
}</pre><p>This can be executed from the developer console.</p><p>In the developer console :</p><p></p><ul style="text-align: left;"><li>Select Debug</li><li>Open Execute in Anonymous Window</li></ul><div>Please execute :</div><div><br /></div><div><pre class="ckeditor_codeblock" id="ext-gen22" style="background: rgb(239, 239, 239); border-radius: 4px; border: 1px solid rgb(204, 204, 204); color: #333333; font-family: DSCDefaultFontRegular; font-size: 14px; margin-bottom: 10px; margin-top: 0px; overflow-wrap: break-word; overflow-x: auto; padding: 8px; white-space: pre-wrap; word-break: break-all;">changepassword ch= new changepassword();</pre></div><div><br /></div><div>I have not added an actual password so please update "<span style="background-color: #efefef; color: #333333; font-family: DSCDefaultFontRegular; font-size: 14px; white-space: pre-wrap;">xxxxxxxx</span>"</div><div><br /></div><div>Happy Trails!</div><div><br /></div><div><br /></div><div><br /></div><p></p>Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-54816878605189311372021-07-05T00:51:00.003-07:002021-12-05T20:52:21.960-08:00Salesforce : Query to find Permission sets assigned to users<p><span style="font-family: arial;"> It is sometimes taken for granted that we need to reconcile permissions or permission sets.</span></p><p><span style="font-family: arial;">It is crucial to ensure that we can audit our environments and ensure that are able to retrieve the required information quickly.</span></p><p><span style="font-family: arial;"><br />Below is the SOQL query we can create using Workbench, developer console or dataloader to capture the Permission Sets associated with a given User or Profile via the Permission Set Assignment object.</span></p><p></p><blockquote><span style="font-family: arial;"><i>SELECT Id, PermissionSetId, PermissionSet.Name, PermissionSet.ProfileId, PermissionSet.Profile.Name, AssigneeId, Assignee.Name FROM PermissionSetAssignment WHERE Assignee.Name = 'Joe Soap'</i></span></blockquote><p><span style="font-family: arial;">You would need to update the Assignee name as required.</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;">Or retrieve all users associated with a specific PermissionSet like:</span></p><p></p><blockquote style="border: none; margin: 0px 0px 0px 40px; padding: 0px;"><p></p><p style="text-align: left;"><span style="font-family: arial;"><i>SELECT Id, PermissionSetId, PermissionSet.Name, PermissionSet.ProfileId, PermissionSet.Profile.Name, AssigneeId, Assignee.Name FROM PermissionSetAssignment WHERE PermissionSet.Name = 'My Permission set</i>'</span></p><p></p></blockquote><p></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;">I will start my auditing series so let me know if you have any specific questions.</span></p><p><span style="font-family: arial;"><br /></span></p><p><span style="font-family: arial;">May the Force be with you</span></p><p><span style="font-family: arial;"><br /></span></p><p></p>Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-83142272336771334722021-04-26T21:42:00.000-07:002021-04-26T21:42:02.529-07:00Salesforce - Finding required fields in an Object <p>Sometimes during our many trails you find the need to identify the required fields in an object. No need to go it one by one as Salesforce already has it listed for you...</p><p><br /></p><p></p><ul style="text-align: left;"><li>Navigate to Set up</li><li>Enter "Field Accessibility" in the search bar (on the left)</li><li>Select your object </li></ul><div><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://lh3.googleusercontent.com/-2MBa-uTBoyM/YIeVB0HfeiI/AAAAAAAAICI/I9cf9XwlqPQzQxd8ChHENdzd_XHcddYzgCLcBGAsYHQ/image.png" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="366" data-original-width="1236" height="95" src="https://lh3.googleusercontent.com/-2MBa-uTBoyM/YIeVB0HfeiI/AAAAAAAAICI/I9cf9XwlqPQzQxd8ChHENdzd_XHcddYzgCLcBGAsYHQ/image.png" width="320" /></a></div><div><br /></div><ul style="text-align: left;"><li>Now select if you would like to view it by field or by profile.</li></ul><div><div class="separator" style="clear: both; text-align: center;"><a href="https://lh3.googleusercontent.com/-P96WbSuQaYQ/YIeVR7WPQZI/AAAAAAAAICQ/B1fu5WPj5Fcd-MDwlypx9yXi5bONqJD-wCLcBGAsYHQ/image.png" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="294" data-original-width="926" height="102" src="https://lh3.googleusercontent.com/-P96WbSuQaYQ/YIeVR7WPQZI/AAAAAAAAICQ/B1fu5WPj5Fcd-MDwlypx9yXi5bONqJD-wCLcBGAsYHQ/image.png" width="320" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: left;"><ul style="text-align: left;"><li>If you are a system administrator - Select view by Profile</li></ul><div class="separator" style="clear: both; text-align: center;"><a href="https://lh3.googleusercontent.com/-jIwCFpPm-nE/YIeVgVKwjxI/AAAAAAAAICU/VGBOTPnLjbIqTN1PUuwJNUFBRcOoYhiIQCLcBGAsYHQ/image.png" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="300" data-original-width="687" height="140" src="https://lh3.googleusercontent.com/-jIwCFpPm-nE/YIeVgVKwjxI/AAAAAAAAICU/VGBOTPnLjbIqTN1PUuwJNUFBRcOoYhiIQCLcBGAsYHQ/image.png" width="320" /></a></div><br /><br /></div><br /><ul style="text-align: left;"><li>Once you select System Administrator this will list all the fields with their access</li></ul><div class="separator" style="clear: both; text-align: center;"><a href="https://lh3.googleusercontent.com/-WzKgDtpvIM8/YIeVw2FF9yI/AAAAAAAAICg/es57Qwh8MJMidU1Y_95XxHG2GRBVozCVwCLcBGAsYHQ/image.png" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="291" data-original-width="679" height="137" src="https://lh3.googleusercontent.com/-WzKgDtpvIM8/YIeVw2FF9yI/AAAAAAAAICg/es57Qwh8MJMidU1Y_95XxHG2GRBVozCVwCLcBGAsYHQ/image.png" width="320" /></a></div><br /><br /></div>Happy trails!</div><div><br /></div><div><br /></div><p></p><p><br /></p>Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-49228752691988321882021-04-20T04:42:00.004-07:002021-04-20T04:42:52.131-07:00Salesforce Formulas - What is what <p> Add</p><p>Calculates the sum of two values</p><p><br /></p><p>Subtract</p><p>Calculates the difference of two values</p><p><br /></p><p>Multiply</p><p>Multiplies its values</p><p><br /></p><p>Divide</p><p>Divides its values</p><p><br /></p><p>Exponentiation </p><p>Raises a number to a power of a specified number</p><p><br /></p><p>Open Parenthesis </p><p>Specifies that the expressions within the open parenthesis and close parenthesis</p><p>are evaluated first .</p><p>All other expressions are evaluated using standard operator Parenthesis</p><p>precedence</p><p><br /></p><p>Equal</p><p>Evaluates if two values are equivalent </p><p><br /></p><p>Not Equal</p><p>Evaluates if two values are not equivalent</p><p><br /></p><p>Less Than</p><p>Evaluates if a value is less than the value that follows this symbol</p><p><br /></p><p>Greater Than</p><p>Evaluates if a value is greater than the value that follows this symbol</p><p><br /></p><p>Less Than or Equal</p><p>Evaluates if a value is less than or equal to the value that follows this symbol</p><p><br /></p><p>Greater Than</p><p>if a value is greater than or equal to the value that follows this symbol Equal</p><p><br /></p><p>AND</p><p>Evaluates if two values or expressions are both true Use this operator as an</p><p><br /></p><p>OR</p><p>Evaluates if at least one of multiple values or expressions is true </p><p><br /></p><p>Concatenate</p><p>Connects two or more strings</p><p><br /></p><p>ADDMONTHS</p><p>Returns the date that is the indicated number of months before or after a</p><p>specified date If the resulting month has fewer days than the start month then</p><p>the function returns the last day of the resulting month Otherwise the result</p><p>has the same day component as the specified date</p><p><br /></p><p>DATE</p><p>Returns a date value from year month and day values you enter Salesforce.Displays an error on the detail page if the value of the DATE function in a formula field is an invalid date such as February in a nonleap year</p><p><br /></p><p>DATEVALUE</p><p>Returns a date value for a datetime or text expression</p><p><br /></p><p>DATETIMEVALUE</p><p>Returns a year month day and GMT time value</p><p><br /></p><p>DAY</p><p>Returns a day of the month in the form of a number between and</p><p><br /></p><p>HOUR</p><p>Returns the local time hour value without the date in the form of a number from</p><p>through</p><p><br /></p><p>MILLISECOND</p><p>Returns a milliseconds value in the form of a number from through</p><p><br /></p><p>MINUTE</p><p>Returns a minute value in the form of a number from through</p><p><br /></p><p>MONTH</p><p>Returns the month a number between January and December in number</p><p>format of a given date</p><p><br /></p><p>NOW</p><p>Returns a datetime representing the current moment</p><p><br /></p><p>SECOND</p><p>Returns a seconds value in the form of a number from through</p><p><br /></p><p>TIMENOW</p><p>Returns a time value in GMT representing the current moment Use this function instead of the NOW function if you only want to track time without a date</p><p><br /></p><p>TIMEVALUE</p><p>Returns the local time value without the date such as business hours</p><p><br /></p><p>TODAY</p><p>Returns the current date as a date data type</p><p><br /></p><p>WEEKDAY</p><p>Returns the day of the week for the given date using for Sunday for Monday</p><p>through for Saturday</p><p><br /></p><p>YEAR</p><p>Returns the four digit year in number format of a given date</p><p><br /></p><p>AND</p><p>Returns a TRUE response if all values are true returns a FALSE response if one or more values are false</p><p><br /></p><p>BLANKVALUE</p><p>Determines if an expression has a value and returns a substitute expression if it</p><p>does not If the expression has a value returns the value of the expression</p><p><br /></p><p>CASE</p><p>Checks a given expression against a series of values If the expression is equal to</p><p>a value returns the corresponding result If it is not equal to any values it returns</p><p>the else result</p><p><br /></p><p>IF</p><p>Determines if expressions are true or false Returns a given value if true and</p><p>another value if false</p><p><br /></p><p>ISBLANK</p><p>Determines if an expression has a value and returns TRUE if it does not If it contains a value this function returns FALSE</p><p><br /></p><p>ISCLONE</p><p>Checks if the record is a clone of another record and returns TRUE if one item is a clone Otherwise returns FALSE</p><p><br /></p><p>ISNEW</p><p>Checks if the formula is running during the creation of a new record and returns TRUE if it is If an existing record is being updated this function returns FALSE</p><p><br /></p><p>ISNULL</p><p>Determines if an expression is null blank and returns TRUE if it is If it contains a value this function returns FALSE</p><p>Important Use ISBLANK instead of ISNULL in new formulas ISBLANK has the same functionality as ISNULL but also supports text fields. Salesforce will continue to support ISNULL so you do not need to change any existing formulas</p><p><br /></p><p>ISNUMBER</p><p>Determines if a text value is a number and returns TRUE if it is Otherwise it returns FALSE</p><p><br /></p><p>NOT</p><p>Returns FALSE for TRUE and TRUE for FALSE</p><p><br /></p><p>NULLVALUE</p><p>Determines if an expression is null blank and returns a substitute expression if</p><p>it is If the expression is not blank returns the value of the expression . Important Use BLANKVALUE instead of NULLVALUE in new formulas</p><p>BLANKVALUE has the same functionality as NULLVALUE but also supports text fields Salesforce will continue to support NULLVALUE so you do not need to change existing formulas</p><p><br /></p><p>OR</p><p>Determines if expressions are true or false Returns TRUE if any expression is true Returns FALSE if all expressions are false</p><p><br /></p><p>PRIORVALUE</p><p>Returns the previous value of a field </p><p><br /></p><p>ABS</p><p>Calculates the absolute value of a number The absolute value of a number is</p><p>the number without its positive or negative sign</p><p><br /></p><p>CEILING</p><p>Rounds a number up to the nearest integer away from zero if negative</p><p><br /></p><p>DISTANCE</p><p>Calculates the distance between two locations in miles or kilometers</p><p><br /></p><p>EXP</p><p>Returns a value for e raised to the power of a number you specify</p><p><br /></p><p>FLOOR</p><p>Returns a number rounded down to the nearest integer towards zero if negative</p><p><br /></p><p>GEOLOCATION</p><p>Returns a geolocation based on the provided latitude and longitude Must be used with the DISTANCE function</p><p><br /></p><p>LN</p><p>Returns the natural logarithm of a specified number Natural logarithms are</p><p>based on the constant e value of</p><p><br /></p><p>LOG</p><p>Returns the base logarithm of a number</p><p><br /></p><p>MAX</p><p>Returns the highest number from a list of numbers</p><p><br /></p><p>MCEILING</p><p>Rounds a number up to the nearest integer towards zero if negative</p><p><br /></p><p>MFLOOR</p><p>Rounds a number down to the nearest integer away from zero if negative</p><p><br /></p><p>MIN</p><p>Returns the lowest number from a list of numbers</p><p><br /></p><p>MOD</p><p>Returns a remainder after a number is divided by a specified divisor</p><p><br /></p><p>ROUND</p><p>Returns the nearest number to a number you specify constraining the new</p><p>number by a specified number of digits</p><p><br /></p><p>SQRT</p><p>Returns the positive square root of a given number</p><p><br /></p><p>BEGINS</p><p>Determines if text begins with specific characters and returns TRUE if it does Returns FALSE if it does not</p><p><br /></p><p>BR</p><p>Inserts a line break in a string of text</p><p><br /></p><p>CASESAFEID</p><p>Converts a character ID to a case insensitive character ID</p><p><br /></p><p>CONTAINS</p><p>Compares two arguments of text and returns TRUE if the first argument contains</p><p>the second argument If not returns FALSE</p><p><br /></p><p>FIND</p><p>Returns the position of a string within a string of text represented as a number</p><p><br /></p><p>GETSESSIONID</p><p>Returns the users session ID</p><p><br /></p><p>HTMLENCODE</p><p>Encodes text and merge field values for use in HTML by replacing characters that are reserved in HTML such as the greaterthan sign with HTML entity equivalents such as gt</p><p><br /></p><p>HYPERLINK</p><p>Creates a link to a URL specified that is linkable from the text specified</p><p><br /></p><p>IMAGE</p><p>Inserts an image with alternate text and height width specifications</p><p><br /></p><p>INCLUDES</p><p>Determines if any value selected in a multiselect picklist field equals a text literal</p><p>you specify</p><p><br /></p><p>ISPICKVAL</p><p>Determines if the value of a picklist field is equal to a text literal you specify</p><p><br /></p><p>JSENCODE</p><p>Encodes text and merge field values for use in JavaScript by inserting escape</p><p>characters such as a backslash before unsafe JavaScript characters such as</p><p>the apostrophe</p><p><br /></p><p>JSINHTMLENCODE</p><p>Encodes text and merge field values for use in JavaScript inside HTML tags by replacing characters that are reserved in HTML with HTML entity equivalents and inserting escape characters before unsafe JavaScript characters JSINHTMLENCODEs omeValue is a convenience function that is equivalent to JSENCODEHTMLENCODE someValue That is JSINHTMLENCODE first encodes someValue with HTMLENCODE and then encodes the result with JSENCODE</p><p><br /></p><p>LEFT</p><p>Returns the specified number of characters from the beginning of a text string</p><p><br /></p><p>LEN</p><p>Returns the number of characters in a specified text string</p><p><br /></p><p>LOWER</p><p>Converts all letters in the specified text string to lowercase Any characters that</p><p>are not letters are unaffected by this function Locale rules are applied if a locale</p><p>is provided</p><p><br /></p><p>LPAD</p><p>Inserts characters you specify to the leftside of a text string</p><p><br /></p><p>MID</p><p>Returns the specified number of characters from the middle of a text string given</p><p>the starting position</p><p><br /></p><p>RIGHT</p><p>Returns the specified number of characters from the end of a text string</p><p><br /></p><p>RPAD</p><p>Inserts characters that you specify to the rightside of a text string</p><p><br /></p><p>SUBSTITUTE</p><p>Substitutes new text for old text in a text string</p><p><br /></p><p>TEXT</p><p>Converts a percent number date datetime or currency type field into text</p><p>anywhere formulas are used Also converts picklist values to text in approval</p><p>rules approval step rules workflow rules escalation rules assignment rules</p><p>autoresponse rules validation rules formula fields field updates and custom</p><p>buttons and links</p><p><br /></p><p>TRIM</p><p>Removes the spaces and tabs from the beginning and end of a text string</p><p><br /></p><p>UPPER</p><p>Converts all letters in the specified text string to uppercase Any characters that</p><p>are not letters are unaffected by this function Locale rules are applied if a locale</p><p>is provided</p><p><br /></p><p>URLENCODE</p><p><br /></p><p>Encodes text and merge field values for use in URLs by replacing characters that</p><p>are illegal in URLs such as blank spaces with the code that represent those characters as defined in RFC Uniform Resource Identifier URI Generic Syntax For example blank spaces are replaced with and exclamation points are replaced with</p><p><br /></p><p>VALUE</p><p>Converts a text string to a number</p><p><br /></p><p>PARENTGROUPVAL </p><p>This function returns the value of a specified parent grouping A parent grouping is any level above the one containing the formula You can use this function only in custom summary formulas and at grouping levels for reports .</p><p><br /></p><p>PREVGROUPVAL</p><p>This function returns the value of a specified previous grouping A previous grouping is one that comes before the current grouping in the report Choose the grouping level and increment The increment is the number of columns or rows before the current summary The default is the maximum is You can use this function only in custom summary formulas and at grouping levels for reports but not at summary levels</p><p><br /></p><p>CURRENCYRATE</p><p>Returns the conversion rate to the corporate currency for the given currency ISO code If the currency is invalid returns</p><p><br /></p><p>GETRECORDIDS</p><p>Returns an array of strings in the form of record IDs for the selected records in a</p><p>list such as a list view or related list</p><p><br /></p><p>IMAGEPROXYURL</p><p>Securely retrieves external images and prevents unauthorized requests for user</p><p>credentials</p><p><br /></p><p>INCLUDE</p><p>Returns content from an scontrol snippet Use this function to reuse common</p><p>code in many scontrols</p><p><br /></p><p>ISCHANGED</p><p>Compares the value of a field to the previous value and returns TRUE if the values are different If the values are the same this function returns FALSE</p><p><br /></p><p>JUNCTIONIDLIST</p><p>Returns a JunctionIDList based on the provided IDs</p><p><br /></p><p>LINKTO</p><p>Returns a relative URL in the form of a link href and anchor tags for a custom scontrol or Salesforce page</p><p><br /></p><p>REGEX</p><p>Compares a text field to a regular expression and returns TRUE if there is a match Otherwise it returns FALSE A regular expression is a string used to describe a format of a string according to certain syntax rules</p><p><br /></p><p>REQUIRESCRIPT</p><p>Returns a script tag with source for a URL you specify Use this function when referencing the Lightning Platform AJAX Toolkit or other JavaScript toolkits</p><p><br /></p><p>URLFOR</p><p>Returns a relative URL for an action scontrol Visualforce page or a file in a static resource archive in a Visualforce page</p><p><br /></p><p>VLOOKUP</p><p>Returns a value by looking up a related value on a custom object similar to the VLOOKUP Excel function</p><p><br /></p>Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-63778390929592973182021-01-06T23:08:00.017-08:002021-08-12T00:12:40.282-07:00Remove hyphen automatically from Opportunity name on Lead conversion<p><span style="color: #080707; font-family: "Salesforce Sans"; font-size: 16px;">Hi Trailblazers</span></p><p><span style="color: #080707; font-family: "Salesforce Sans"; font-size: 16px;"><br /></span></p><p><span style="color: #080707; font-family: "Salesforce Sans"; font-size: 16px;">I had a client who was not happy with the hyphen (-) which Salesforce automatically appends to an opportunity during lead conversion.</span></p><p><span style="color: #080707; font-family: "Salesforce Sans"; font-size: 16px;">Something small but it could prove to be useful on your many trails.</span></p><p><span style="color: #080707; font-family: "Salesforce Sans"; font-size: 16px;">Follow the steps to remove the hyphen (-) automatically from the Opportunities Name upon Lead conversion.</span></p><div c-hcknowledgearticle_hcknowledgearticle="" style="background-color: white; box-sizing: border-box; color: #333333; font-family: "Salesforce Sans"; font-size: 13px;"><description c-hcknowledgearticle_hcknowledgearticle="" class="article-content" style="box-sizing: border-box; color: #080707; font-size: 16px; line-height: 24px;"><p c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px; margin: 1em 0px; padding: 0px;"><br c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box;" /><span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;">Example: </span>LEAD NAME (THE COMPANY INC) CONVERTED TO OPPORTUNITY (THE COMPANY INC- )<br c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box;" /><br c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box;" /><span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;">This is standard Salesforce functionality. </span>By default, Salesforce allows Users to add the name which starts with Account Name -. So they can edit that name and use some other name. Generally, people use Account Name-Opportunity Name.</p></description></div><div c-hcknowledgearticle_hcknowledgearticle="" style="background-color: white; box-sizing: border-box; color: #333333; font-family: "Salesforce Sans"; font-size: 13px;"><resolution c-hcknowledgearticle_hcknowledgearticle="" class="article-content" style="box-sizing: border-box; color: #080707; font-size: 16px; line-height: 24px;"><p c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px; margin: 1em 0px; padding: 0px;"><br c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box;" />This can be accomplished by using a workflow rule, with field updates based on a formula that checks for hyphen:</p><p c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px; margin: 1em 0px; padding: 0px;"> </p><h3 c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box; font-size: 16px !important; line-height: 20px; margin: 0px; padding: 0px;">Create a workflow rule to remove hyphens from the Opportunity Name when an Opportunity is created:</h3><p c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px; margin: 1em 0px 1em 40px; padding: 0px;"> </p><ol c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px; list-style-image: none; list-style-position: inside; margin: 0px; padding: 0px;"><li c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box; margin-left: 40px;"><span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;">Classic:</span> Go to <span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;">Setup | Workflow Rules | </span>Click <span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;">New Rule </span>or <span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;"> Lightning Experience: Gear Icon | </span>Search<span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;"> for Workflow Rules | </span>Click<span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;"> New Rule</span></li><li c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box; margin-left: 40px;">Select the Object as<span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;"> Opportunity</span></li><li c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box; margin-left: 40px;">Enter Rule Name</li><li c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box; margin-left: 40px;">Choose to evaluate the rule when a record is: <span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;">created</span></li><li c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box; margin-left: 40px;">Then select the Rule Criteria as: <span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;">formula evaluates to true</span>. </li></ol><p c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px; margin: 1em 0px 1em 120px; padding: 0px;">Use Rule: </p><p c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px; margin: 1em 0px 1em 160px; padding: 0px;"><span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px;">IF <br c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box;" />( <br c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box;" />CONTAINS(Name,'-'),true,false <br c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box;" />) </span></p><p c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px; margin: 1em 0px 1em 120px; padding: 0px;"> </p><ol c-hcknowledgearticle_hcknowledgearticle="" start="6" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px; list-style-image: none; list-style-position: inside; margin: 0px; padding: 0px;"><li c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box; margin-left: 40px;">Click <span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;">Save</span> and <span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;">Next</span></li><li c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box; margin-left: 40px;">Add Workflow Action to update New Field</li><li c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box; margin-left: 40px;">On the Field Update Edit page, enter a Name for the field update, and select <span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; font-weight: var(--lwc-fontWeightBold,700); line-height: 24px;">Opportunity Name</span> as the Field to Update.</li><li c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box; margin-left: 40px;">Specify New Field Value as below: </li></ol><p c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px; margin: 1em 0px 1em 120px; padding: 0px;"><span c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px;">SUBSTITUTE( Name , '-', '') </span></p><p c-hcknowledgearticle_hcknowledgearticle="" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px; margin: 1em 0px 1em 80px; padding: 0px;"> </p><ol c-hcknowledgearticle_hcknowledgearticle="" start="10" style="background-color: transparent !important; box-sizing: border-box; line-height: 24px; list-style-image: none; list-style-position: inside; margin: 0px; padding: 0px;"><li c-hcknowledgearticle_hcknowledgearticle="" style="box-sizing: border-box; margin-left: 40px;">Activate the workflow rule. </li></ol><div><br /></div><div>May the Force be with you!</div><div><br /></div><div><br /></div></resolution></div>Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-36250102128163841292020-10-20T01:14:00.004-07:002020-10-20T01:14:23.966-07:00Clearing Salesforce Logs Manually - UI Delete not working<p>Sometimes clearing the logs via the UI does not always work...but what to do now?</p><p><br /></p><p> Here are some steps to solve your problem:</p><p></p><ul style="text-align: left;"><li>Open your Developer Console</li><li>Select query editor</li></ul><div><div class="separator" style="clear: both; text-align: center;"><a href="https://lh3.googleusercontent.com/-s4JF-W3vs_w/X46baCiz3WI/AAAAAAAAH74/ISuQqgaTE0UdHMRMYZw39rkzV7gfA8vRgCLcBGAsYHQ/image.png" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="150" data-original-width="1288" height="68" src="https://lh3.googleusercontent.com/-s4JF-W3vs_w/X46baCiz3WI/AAAAAAAAH74/ISuQqgaTE0UdHMRMYZw39rkzV7gfA8vRgCLcBGAsYHQ/w408-h68/image.png" width="408" /></a></div><br /><ul style="text-align: left;"><li>Enter the following query </li><ul><li>select id from Apexlog </li></ul><li>This will display all the logs by id</li></ul><div><div class="separator" style="clear: both; text-align: center;"><a href="https://lh3.googleusercontent.com/-FimRIsttwXs/X46bq1R5IvI/AAAAAAAAH8A/QrKxi2GKsAomOTSkNOQ8ouTwh6hVFYdGgCLcBGAsYHQ/image.png" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="732" data-original-width="475" height="240" src="https://lh3.googleusercontent.com/-FimRIsttwXs/X46bq1R5IvI/AAAAAAAAH8A/QrKxi2GKsAomOTSkNOQ8ouTwh6hVFYdGgCLcBGAsYHQ/w239-h240/image.png" width="239" /></a></div><br /><br /></div></div><p></p><p></p><ul style="text-align: left;"><li>Highlight (select) all the lines you wish to delete (Shift + down arrow)</li><li>Then select Delete Row</li></ul><div><div class="separator" style="clear: both; text-align: center;"><a href="https://lh3.googleusercontent.com/-slxefVOyScU/X46b_1zXtQI/AAAAAAAAH8M/t0OG_dFZoT49Bg_i6kOn4Cq1md6ZL4XxQCLcBGAsYHQ/image.png" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="46" data-original-width="577" height="26" src="https://lh3.googleusercontent.com/-slxefVOyScU/X46b_1zXtQI/AAAAAAAAH8M/t0OG_dFZoT49Bg_i6kOn4Cq1md6ZL4XxQCLcBGAsYHQ/image.png" width="320" /></a></div><br /><br /></div><p></p><p></p><div class="separator" style="clear: both; text-align: left;">This will start deleting your logs per id.</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">Happy Trails!</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><br /></div><br /><br /><p></p>Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-17350370194296155112020-04-28T00:10:00.000-07:002020-04-28T00:10:15.137-07:00nginx: [emerg] bind() to 0.0.0.0:80 failed (98: Address already in use)<div style="background-color: white; box-sizing: inherit; color: #1f292e; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen-Sans, Oxygen, "Fira Sans", Ubuntu, Cantarell, "Droid Sans", "Helvetica Neue", Arial, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", sans-serif; font-size: 18px; margin: 1.5em auto; max-width: 740px;">
If Nginx wont start and is pushing back the following error:</div>
<div class="rtp-error" style="background-color: white; box-sizing: inherit; color: #1f292e; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen-Sans, Oxygen, "Fira Sans", Ubuntu, Cantarell, "Droid Sans", "Helvetica Neue", Arial, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", sans-serif; font-size: 18px; margin: 1.5em auto; max-width: 740px;">
<b>[emerg]: bind() to 0.0.0.0:80 failed (98: Address already in use)</b></div>
<div style="background-color: white; box-sizing: inherit; color: #1f292e; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen-Sans, Oxygen, "Fira Sans", Ubuntu, Cantarell, "Droid Sans", "Helvetica Neue", Arial, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", sans-serif; font-size: 18px; margin: 1.5em auto; max-width: 740px;">
Then it means nginx or some other process is already using port 80.</div>
<div style="background-color: white; box-sizing: inherit; color: #1f292e; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen-Sans, Oxygen, "Fira Sans", Ubuntu, Cantarell, "Droid Sans", "Helvetica Neue", Arial, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", sans-serif; font-size: 18px; margin: 1.5em auto; max-width: 740px;">
You can kill it using:</div>
<div class="rtp-success" style="background-color: white; box-sizing: inherit; color: #1f292e; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen-Sans, Oxygen, "Fira Sans", Ubuntu, Cantarell, "Droid Sans", "Helvetica Neue", Arial, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", sans-serif; font-size: 18px; margin: 1.5em auto; max-width: 740px;">
sudo fuser -k 80/tcp</div>
<div style="background-color: white; box-sizing: inherit; color: #1f292e; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen-Sans, Oxygen, "Fira Sans", Ubuntu, Cantarell, "Droid Sans", "Helvetica Neue", Arial, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", sans-serif; font-size: 18px; margin: 1.5em auto; max-width: 740px;">
And then try restarting nginx again:</div>
<pre class="no-highlight" style="background: rgb(242, 242, 243); border: 1px solid rgb(221, 221, 221); box-sizing: inherit; color: #1f292e; font-size: 1em; line-height: 1.6; margin: 1.5em auto; max-width: 740px; overflow: auto; padding: 18px 25px;">service nginx start </pre>
<pre class="no-highlight" style="background: rgb(242, 242, 243); border: 1px solid rgb(221, 221, 221); box-sizing: inherit; line-height: 1.6; margin: 1.5em auto; max-width: 740px; overflow: auto; padding: 18px 25px;"><span style="color: #1f292e;"> sudo /opt/bitnami/ctlscript.sh start</span><span style="color: #1f292e; font-size: 1em;">
</span></pre>
<div>
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Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-41437267118176824782020-03-14T20:00:00.002-07:002021-12-05T22:11:17.891-08:00Salesforce : 22 Ways to Share Records<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://lh3.googleusercontent.com/-h7w3wqKK9S0/YCAfxz2teTI/AAAAAAAAH_8/t84D2Bm5sH8bp9WLV0zsIcOOKai9IRjEACLcBGAsYHQ/image.png" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="666" data-original-width="800" height="423" src="https://lh3.googleusercontent.com/-h7w3wqKK9S0/YCAfxz2teTI/AAAAAAAAH_8/t84D2Bm5sH8bp9WLV0zsIcOOKai9IRjEACLcBGAsYHQ/w507-h423/image.png" width="507" /></a></div><br /><p></p>Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-38149113561707630682020-02-20T18:00:00.000-08:002020-07-18T16:23:20.590-07:00Code Coverage<span style="font-family: "arial" , "helvetica" , sans-serif;">Hey TrailBlazers!</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">One interesting area within any Salesforce org is code coverage.Inhereting an environment with low code coverage is never easy.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">So the official statement : </span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><b style="background-color: white; color: #222222;">Code coverage</b><span style="background-color: white; color: #222222;"> indicates how many executable lines of </span><b style="background-color: white; color: #222222;">code</b><span style="background-color: white; color: #222222;"> in your classes and triggers have been exercised by test methods. ... To deploy Apex or package it for the </span><b style="background-color: white; color: #222222;">Salesforce</b><span style="background-color: white; color: #222222;"> AppExchange, unit tests must cover at least 75% of your Apex </span><b style="background-color: white; color: #222222;">code</b><span style="background-color: white; color: #222222;">, and those tests must pass.</span></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">...but how do you identify the root causes for your low coverage?</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Select the Gear Icon >>Select Developer console</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<img alt="" src="data:image/png;base64,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" /><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Once your developer console is open >>Select Query Editor >></span><br />
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<img alt="" height="104" 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qnjtn7u9434ByKN+1acyjrycZjayftdWm+Hbw/2obwOcnmN55uXzrvX/7vdE/J6KNatXUO6TlI/8jnSf+1nbldfH7av/Wg92jWm14ml5uXePbOfx/Uv69v0X/aZ1F/ZP8wf7NrzU++3Jrlqrfz+aPcbaT/uc3Gfsv0I81/Gz/B1s28O4kZeu5WvbyP7WM932etxiuuYwBe3fH0K7jZO1bsbL+oj17V0nT7nzh/GTzJ75zwPWp8mt9vz1pr/qk7fbvm+obhOmbjR9Vq8Xl+HzXNrLs42rnmOB/EQ7gdwwIH9kP2QfYB9gH2AfYB9YH37QDPhLDdPUz/phism1ery6Ybw8HqoS2+cYtI5JyZD0kDOT+f4MibhqHX4MuEmrm6v9dzecEkQffH5582Ec+vc3rE87nDzmctpf3P/0nik/zp+6yXJ2Ti2VFZ97t3LSYmYSPBtvX3e3+Tndvtz1Ru/OGiyUsrMqUvKpO81NvMxODclnOU/bw5zn8am56mFPk/nqF1OBkuCILQhvlXC+W1r1IgjdUv1xzLpubanc9eoI/Yxz7uWGfYxjdPM4dS8D/waa8/Oo78gfv65Tx7oHM5OOKdEaiNxW702K+Gs52iiNn1qONSfkrzm6zu+/1d/nr7OIyW9tZ74fct1MjnX0+i3T/DmJLDWmc9pJZy/556lvr7kbJI7nadfMZLKadI5t5WT1YsnnO1+tNx6zDErSb8QRyMxqWttdO3l87XOFNNp32q1q2u0XI+6/usYz2up3EOvH+p6lPpyO1pP7zw9rn3Oa+787L3NrjGZD50fXWOL7JPaH03k+/Gre0yS5zKaIA/J23Rc95C0V6nVcI7SOY39TpOUkhi9pX3QWEh1B/dBPbIXxevN2Gv1/Lae93xlP2sZ379/v5i7+vn1C+oWXOT13Mdz7tKt+/n9hEnKy/UkxbQ6qMvAPMyJjCe1F8vcvpy/UkP+OH7/7cPwnc6xzvu3LuX/l8FN87r/w+ctd//+7Xw9PRv6m98Thed5POfddfWI81F7tJ4X5ub9j41vez2R4zwP7xN1/eOBB+slXw9ZD6wH1gPrgetjziexHlgPrId56+GMLBZ7w6c3LlOP6YYrJiKK8ulG9qw7fDvcON6/n2+U/U2f3jCeu+Q/9SznpxvBc6+726a8JBKK+uUGL96AjT0WN1yff+4+l0TCkuPVdvK4D/2nfPV4uuE047GJj/+pN6hnq/PiOPINbc9DHec/9sYvDjrnn3zyib+xT+MYcdXvjR2dj/pGu0gEyI1zvtGWOAjt3nKX4v+k79zl2zlx4OOgHq+Jo0v6aeqzTs6TxIDUl+Lo8Pqg/rMXrufXTf1pXuP8pfm4EJLm9etFwiC2k9pt1duZ9znuvXnUOZybcE7J1FZiNyV9QwJ2OuGsn+61Cdt8TBK/qT1N3sZP/9Z1p+eauK4+JZzqMYnrkOytE9uaFP5ebjuONdWhfUmJZNv/nEzWxLX9ZHc4lsvYRHWdJG89t59wln1I96Nl12NKSGm8aeJMEo/1vuLjOK+zvC/n9Sjruoz7WP7cOZ888+u+sb513fnH9LomBPUx73up36afrXWQysXxpefFebofhKRpqOe6O4xJxla9RX+jk+yD+vVLK5sXTSTahGS8Xg73E9nncr/zflbOTzrP7CcDl3T9jYlMvy/menr7bmv/Ur8UF/b6NvM6LN4932Wvx6k/Iw5pPOk6cM/lRHD4w2EdL35dtPw0odycv+l1ld4fmPdLqX+6fs38Sz+Gr+v1ct5j77ph47veh3he7st44MF6CfdNOODAfsh+yD7APsA+wD6wzD5QJJzlpvDBgwc+STf1eCclUMNNbVHe3JxduqX13TFJxf+dfj974Z3UXrqJPHfJ3XmQy6dPaZ096w6va33Tj/Ym1y4QTdQtMl4dXx73oU/q6PF3NIFuPk2V+33o3rkePwFlX/fjDONI55+75G7fv+/nIScXNGlz1lkvuVnW9luPvfFLoKjBb3/72+Q/VZ8mcSQZ0mrPn58STjku8jgO3TvpdTMmY3Lu8j+a2LjeaOedlExKvsZR+pXi6EI+P/v+rfvbmNyW5HMaR5qfMK+pfIzPNO9pfkx8xnpSu7Y/qV4zXvv6jPXWm0edwxNJOJuEbf6kr36NxUtuLOH8LCW3JWE8ncBNyeLOV2qkhLUmky8tmXA2Y7LJ5FS/T4hP97eVbJZjcxLOi6zHnDyTtfbApXVm4rqI48m1d9s90HiVOI/lz12+FNac1Gtf7+4/OXGa1qhf41U/zx66d4r4v53XvtkTzsb1ksZnz9P+2PLm97S+i3aG+6a4jyWcF5mX3M8wXvnjlP5BTffv4X7yoEiG2utc2lcuXHdpPtM+ZOZdXdI8a/v33YN0zOxDxunc5Ts5fszxQX+L18z+uaSvXJd1H1vkepwcJOHs4zBfF/T6ZN1SHKR4ERuNgzw/4lCvq/K6Fv6IXszfpK1ZV/GPEMV1Kl0P8rqR+c9xZOYsXo/SeEbce9eNZd4o2vdPnM8NJ/HADSf7APsA+wD7APsA+wD7APvAnH3gjBSqb/jkZsbe0LSepxsufwNVlS9u6sJrD0wCuUwqvuPbkjbSDWK6Acs3gjZxITdjU/2T1+0Nl4zzs88+858qXGa82l4et97ohr6kG+DYdy0vj/qTP+VkbiBj+d75uT1zzoVgpgniVH9MAOnz3vg//+yzNOeSSNHyU/XZpImc0yyfbr7zDX0eQ5lwlk9xadu5vmEiV8uE9nJioY4J7U+yjIk3OT8f+weT/AkJE19/itmQBMvlg3UaQ5pf289QZhi/cXypbjOH5y61/Wy8xPmsk2Eyf3bdzk04l4ne+D8M1E8TF0ng77mUZE1J3Pzp5Zck8dpJztpka0oUpzq0zVzX9//yO+77/pPL+dPJtg75PdWzRQlnux8tux5tIvPweo5Huz/aOM6JtPIPd8X6Suv30F33fzgMSctQz6G7pH9oNImv4vxG/KY+yNcJXL7j0lqKCdJwvlnXcX9LCbe45tJzTazK+khrK+83U/1pvV6ssbi+5Hqh1wqbcG6dL8d0/8njM+vdjz38oU7KpjJpP+knnJNfJ+Gc6lLPNIdh7nx/07Ew97a//vXY/1yX6Xs9H0XSOV+/dfy2Pv2952v3MSnT65fWo68nE9uX6g/SqYy5DpTxou8j8vuM6YRziLPkZP4wI9cj+4cC7bN3acRp6l+KgbwGdA2nduw47XhM3BXtPXjgCnPz/kevH/p+iOfheopHcCAeiIf6/QnP8/0j64P1wXpgPfB+gfcLsg9wPZh/PTgjWPam+uHDh/6mb+rxzuVXwncWnn3Ff7quKH/rknsl3iAdvqP1lTdT6WYr3szK+emY3IAN+pHPl5vCor0HD5rPixuuzz4LCeclx6vt5XGHxOTUcX29fqzryWO/7O50xpPLXGqOV244bTu98dtEyu9+97tZ8y315pvfQ/dOPT+3L7tDmZfbl+N3V+a4KM+bnsdUfiIO5KY8mcRki/QzHbvwTvS44y7HTzW/cvlOft3Un+bjXPC3dYhr/frDhznBJ58CLNo19dr5KOo5ezjbvTePum5nJ5zN/1gvf2VESALXCeb6uf1qCZ9wHqlLE8YpUTxIONskcuN/RKhJ8PiY6ukknNPrpp107JR+pYbsu/4NS3zUuVxkPRbxdO6VuO7KfamM47z2ZB3U+0V4buLa7+GhvhD/59wrcR3lfV339/D4zoWyfR//1fUgrW9Zs7qPvKP/BUhj34jrqXle2m9Csq9eb3Ofi7t+wvm485L7ec5dvl36aH+G+4mUa81Pno+QrI/X3bhPSX25veiZvG37ue65188UO439LL92uRNH5bh7vsu+/0jtm32/judUJl0HHpjrk42XbOPjuuWX4tOuh7PurJ+HfH53XaXzc3yn/iXfXE9rfdnyGkdjj73rho3veh/iebkv44EH6+Uzf1ONAw7sh+yH7APsA+wD7APL7ANn5CRNdsgNitzA6I/ewLWepxvms6/4m2p74yO/p5ujeLP3UG+45AZN2tDn6fx8Y+1v4h6+4w7jjZhvPyUW2u3V7ctze8Ml4/zs3//dJ3mWGa/Wn8edEyu+f40EpPe7fdm9cu6y+8fLr/hPP4WyIz4xCSPl3rkQEgZ1/XJTK8fG5kde741fHNRAEgGh/un65FPqmrgNN9ohwS1JZvkDg09kxN/Pmj9EFGbF3NvxBRO50X4oc2/+YJHHLwkV89r1kEDQP24MEr917J2N7aU+avt5XKH94fykMWj8tuY7fYotJ9LkPK1T5suui6n509frZE0dx/MTzt9zzU85V59u9gnjdCx+8th8ojkknDt1XQqfjpavpEhJX5MI1mS0/YS0fCWH/QqLVGZmwtnWpfWkhHkv4XzJfMr6r/7CaZuDPqdx6yewV/OVGnY/Wn49VvEva0ZjPu4Pg3gz+658DYeufSknf8CR5ynWpT6N93SefPI1x7eeL482vm3CLPVB9/PB+ntYJgL9HlBfDx76r4UIaz1cA3R95P6GfoU+yfnn0vi0f3V/9XmxxuJ1op4XbU/P6T3P/dH9JVxTbflURn2jX3Fc/oCYrOL1Jj3P85V89dqRylTtp/2p9PNz/8749eadCzlRKn9s0+uAXouW9bXvP+y1SI17j4Mxm/ctek4qY9aEvDY4rrGtc5H89L1GHq+ur2KeimuanhPmXG2H73dMP7Rde23z82Hryn2w5jrW1mMR0+b9j14/eAzvB3HAob4e8zzfL7E+WB+sB9YD+wD7APsA+8Bx9oEi4Sw3KI8ePfI36VOPd3+kn3A2/+mtSRLK+emmLB6X5MVdU3/5+ivp03Oh3E9S0jF/dcIr7vKdef2T9ns3XDbZOjXO+vU87pDcqF//ycWhh4znZy2vC+8U3ulG2Hu94g7/ZljXKz+6O2t+xsYvAWMN5Ga1HsfY83LeYh8v/iT0605IPkvCWT7dJ/Xk8ofuJzr/qVw5xsN3dH7vpqRGnn85P8eFJLXK+s868Skdtf7cnzDeXI/Wr/XJ62ke47jSvMfkwKNHpn9mHtN5cQ7/7u8a68SUH3PWeZmK44USzj6Jm5Om6fuXG0nhnLR9yb303e+4/e82Po2cErL5+5s1gTxI3hafXM4J35da/xNDUzbVM/ifBobvii4T5KEf3//un7kwtpAoTnXYcdZ91/9pYUq265g02SyfBs92mtzWZPXUo8yT/RSt3biXX48mDmXNVftjikddn7L+UkJN10Z4TPGvCbizYT0N1ku1j2ucDsrpvi+Ptv2HD11aT7GMrPu8T0h/XnGHF/KnefW60TrPt2v6rOtZ6pizvuT8Yo11Es7lOHWfGj7mcQznQ/uTxpH2E1PPYCxm35T5q15/5ZzuMbFcmt9G+yP7bmvf1OtNiiMzp5L41PFMPfZ85Q2sjX1bj/zee577k6/DdflUJu639vXkr+OJMe3bS37l+pAY1v6k8838PeraPnSP0pzl61DqX2o7X5NkPaTXtY/Fegw22h8dm31emJNwTh84sPsuN1DcQBEPJFLYB9gH2AfYB9gH2AfYB9a3D5z59yr5aG9cNv17usGKN3bHbd/ecMk49ae+wT1uO6f1/N74T9Ocr8Nu1XG0jj4uUmdvHjWOF084N75L2XzKdypxuprXc+K2/nqP1dSvYzw9jzbhrHuRPupcylwvEhuUzYm341hMrbHTPC82+SmJ+eM4rOvcnu+2X4vW5Tmn3jFz3Xd4zO8LscCCGCAGiAFigBggBogBYoAYWG0MDBLOjx8/dvojNzX6uzyu9vlP3eHZQ/dTbe/uj+L3Pr/ifnQ39OG47Q1uuD791CedbXJnfeNbtdfi9fXG/++ffpo+VfZv//ZvaY6P631azv+pfsr84k/S2FYfv4vPx7I+Mkf6yVi/AVZxvHzCeeJrL8ynjFeeBE6fIv4z9/c/OD1J4ZWP0xgOEs5xHrd9Peoeu2z8b+L8Yo115uV09P//uB+dC9fI0J+fugvmU+Jqddr2u56v7Gd6PbbXIjsOfs/vyfoJi40AACAASURBVBaxKMzlD+4mru11hOPhfSEOOLAu2CfYB9gH2AfYB9gH2AfYB1a7D5yRRXUyN3z5Rtn+J9CabF7kxqpX1t5wffrpp05+Tm68y9009sY253hv/OJwMnO+GYOccP5pkXCeY3Yay9h5lPjVWNY5PE7CWRKsxVdnTHyf8qoSsqlN+xUXJjm7qnZOUz024axzqPOpcylzfRpjcNv7ZNeYzs3p3Ccl4Vx91cPZs+7CTzazty4bBz3f3vX4448/LtYBzxf3aJnrfqMxzvN8PRUTPPDQtUE8sB7YD9gP2A9yDLAesgXXB64PrIfF1kORcP7973/v5MZuW35kPPrJUL1oSIBocmfbxlvPW2/8YrErBrXJi/jczqPd4HQOj5twPk1J2W3uy5yE87bvSad1/dk1ptcK9snVvRfo+e7S9XjTsd8yt9cPiW+eL/aGGS+87PWBeCAeiIccA6yHbMH1lfcXrAfWA9eHHANnBEMTV3KD8uTJE59w3obH+oZLnm/zeOWG1s5bb/xyXOdcPOrzeF46nrRHbx51Dkk4vxhfyVEnnHU/Yj2e/HqTfVD/OMm8rH4+er67dD3e9HWkd92w8S3+PA/vC3HAgfXAfsA+wD7APsA+wD7APsA+sNp94MynVfJREpbb8iPBokkEGaffQLZ4vPW89cYvDpqslDL1eTw/XWugN486hyScX8CEs9mPWI8nv97sGtPrBPOyunnp+fbef3zyySfFdYnni3tYc/v+x8Y3x/P7Qlx+74gH4oF1wDpgH2AfYB9gH2AfYB9Y5T5wRirTxJXcoOiN3TY82hsuGad8p+E2j1cSxXbeeuMXBzvn9Xk8Lx1P2qM3jzqHJJxfvISz3Y9Yjye/3uwa0+sE87K6een57tL1eNPXEWte7zc8z+8H7XrHBRfiIdwn4YAD+yH7IfsA+wD7APvAKvaBM7du3XLvv/uuk8dt/anHVz/f1nHruFrjbR3T8jyezrVQz9mHH3zgvn3+nJ8XzEDmrV5j9dzWr/N8M2uynof6OfNwvHloebaO4Xw8Z+uH7+osrSu/40oMEAPEADFADBADxAAxQAyMx8AZElYk7IgBYoAYIAaIAWKAGCAGiAFigBggBogBYoAYIAaIAWKAGCAGVhEDJJxfsE9HrmLSqYPNgxggBogBYoAYIAaIAWKAGCAGiAFigBggBogBYoAYIAbWEQMknEk485UMxAAxQAwQA8QAMUAMEAPEADFADBADxAAxQAwQA8QAMUAMrCQGzjj+IYAAAggggAACCCCAAAIIIIAAAggggAACCCCwAgH/Pw3ki67Hv+gaH3yIAWKAGCAGiAFigBggBogBYoAYIAaIAWKAGCAGiAFigBiYjgESzremkQgkjIgBYoAYIAaIAWKAGCAGiAFigBggBogBYoAYIAaIAWKAGChjoPWB6DNXr151/GBADBADxAAxQAwQA8QAMUAMEAPEADFADBADxAAxQAwQA8QAMTA3BiT53vrnE86tFziGAAIIIIAAAggggAACCCCAAAIIIIAAAggggEAtIEnp0YTzr+8/cvxgQAwQA8QAMUAMEAPEADFADBADxAAxQAwQA8QAMUAMEAPEADEwFQOTCedPfv+psz9nzpwpntvX+L20wgMPYuDFj4GfHe65vT3z89f/4H5Z7YvM84s/z8zhizeHv/yfL7u95nr8Z/cDWbPN1168cS4am7Jn/eCft3+cC7n86h/cX+/hspAZ1znud4iBUxADv3L/46/lPeh597MVz8eL+P429Pll9z9+NX2N8+8R7Pv3vXnnrXyf/Ofz5X0E16JTsK6m42flcbDi9Uv/mMMXJQYmE86f/eEPzv5Iwtk+5/fSBw88iIHtjYH/7+Ke23v5DfdBtS8y59s758zt6Z3bD378cmc9/sIdyk3mjq5V2acO3zu983Yia+rDN9zLe7iciD3XS+6biIHlYuC9CyFRefEXy52/gPsL9f427ud7Ey799wgneX0M70+4Rp/kHNA27wWIgU3GwGTC+YunT539kYSzvGkvPvHnn++7H39UlrXndX//KNwEXHhviXOrvnXbWKDcu6+2xnbBvZvq+ND9+GVbpjXuqTLvuQt7e+7lH39Y2K6i/2uvQ9/8VDFg5+83P94v4qM5zol6Qh3W/XTEx9p9U5ytarx1LMbYffkN9xtpK66/0fU8Z43OqUfH1pr7V99zXzzt9NXGmvZb69rwo98fTrgPq4rB9l4n8ZHXXbOMn6sqPus5NWV0Pyj3AZ3r3NYi43px9oew19v9sRinuIlVZ415f7Wcs8aaZaprVLOMzHtVbsNrq3CZ2baPgxNej6dxT5A+dWNuwlbX69g1oV8mr+f2Gg3rXvvWrGdd89lZY8vEnT/nuPV116GZu04b3k33hYn5LMf3Ir33DH0dxuFe2DPjuJvXKHnPYOKoW8YYzlnHzXpMHcm6vh7G9zAa96ncyNzNaau5fuzYO/2wptKn9lotr13NtoyxjKldz4w1733y3tG7Hvr6B96tODF1jRgX89BZa0WZuXWtqtyG+zRnDZyox8B1ej/zMVPF6cmPoVxbJ9+f6v38wJnXmSNigBg4XgxMJpyffvmlsz+ScN7f23MXbpTHbZmFfr//5mrrq/q7SF/ek2Tzy2+6D+s6brzv3vPH3veJ4mLsvv/77o376jG/zP4b9wrbRfp6ImVvXPRJiTzWPOb3Yjx4w1ffN+O65954ec8VY51Rz4dvSNL6YnTXdnhcbN6D/V4xH8Hwwxvvhzifs/5WVebLL52Pjz27XqQ/99wbb9iYifM8p916ra75eXePWHO7i837vHUyZyyDMn7tluvZr9Vq3/TnxbgLa7naW+PcLrvGX5z9IazB4pphYkXG4ffGTqxbx6edMkVsDMrEPcDupYMy8+KlaMeM4SSPt2Jv0/0ZrJFTYCN96sXclM9iayu83ymu73H8oR5JDtq9vVwPw7Y0XutrxApidNVxv8L6ujEU26j3Se9WuM716c/XVFxs/vUF+zoyH11fs1aXKxP6WMzPjPe3cywH/elde+3ebsbTamNQZ7FW6/fbYWy6jwzWqsamicM5az73a2R+te5qbIO4b5hI/R++8ebi9w4j8ZP7PHedraacny/ju+5+9OJj3e0eq/7uegtz4GOmen96rPYm1ti8usu1Ne+c1cQUbeFIDBADJxEDkwnnL7/6ytkfTThfvFket2W+fHDFJ5GlzPtH+dPA+28+yHXFMvYv7en3/Svunm33piQ6cz17RzdzPb7cTXdxb8/5+m3Zuh5b5+B3U8fgtTDWe2/uu71GnX6M8fhomdTv6bYKz05/UpmB5UX3fnVO7mNoO3juuzcfjMxjt47OOb4fjTr9nOTjuS+der76ynnHveE40pirvo0ft2Pecxdvhucaw622WsekDRvPYqh1aPv5vAfuzf0cs6Hc2LzH8ilGvnK6juRmpp5PbW/00azDbrkNlgk2OQ66fdK5ndM3Ldt7jHUU+0e1hkO/8lwN95ccp+3Ybc1rfUxjLjyGOc0xonGU6i/6Xc9/Pi+PawHXaJXa6tlpvBdesf8pTnVc2cjPq5k78d0/uuj293IfvfnRRXdxwdgezJW5LuT9P7dTxFjVpzAHOh8y/+3zptZ80UbDUs5P177GXujn3vTN1ufbVutOGVte9wyNJ3ktmJmxzamnMY6iHf96sJOxFfOi/U115HJfjl2fY79STBdxF+KraGf/inu/uibXc9Vdy3VbEkdFezYudG8o1+GgLROL1v/Lr+r1aubCG9Wv92NxOAfVuovm0reyD+1yrfqCcTnWVrlwzMxtmu96rux4w1i1b+22ov0gjjpj8DHV72+yMHFv5y6tzdj/IsbinBZlWrGjc1/EUKe/lZM4+v60zjVt2T74Ps718e214tnGdYzBTp25f3m+C6fWeabvfk23xtewyLGW28rHRkzN/Nblc//75y9dJrar8zOnnrp/refDeobror1+Fh9ju57QXn+txpgx85pjor/m81hH5tfEjrrKeb7+FGtDj1x332BQxrSVrj3Feh7pp+7t0icTf37uWnuHxru9Dkq5NCbTb1PfoM9aT6vvZj6SmY6n11asbxhz0p/W+KtjugfruIyHvX9J9Rf9rvfuRa+HVV/UJj76mKlMup7VuesrF/qsa2t97Zh42tjYaJP5JAaIgWEMTCac//TsmbM/KeF8qzxuy/zp4Vs+4SwX7/0rD8P5t171N/RXHlbnxbIXe/XV58XyqV7fv7B5+zcLRzdDe1Ju/y13v+p/0c/qtRs+Of6qu1EdD+c8dFckgaj1mzL3r8inceW8OWVk/PECqTamrrH+NV/zPsZZ++D7k63D2OQGQ8cnfd13g/kY60tsqzdX2SG36/tcz/FEPXJOt66x/jVfi7GR5i3OkSSLY8y12mod84YmpkKZ0jAcCwkDtZXzxtryRnWcy1iiW56zyrU5XlsmjtX0eRBD9dy06lxJmRl9qdue0259jn0e42ywZh8+TPtCWBdmDtU8xYv1fObqGAierfVcH4txaPaJ/f1X/frzMRPbC/2p12m577RiczCv1qHze3ssU+OtxtWKW99eLif93b9y0++fYd8OsXDxlpTR/ahsd2o8fYMYZ435s+MN51vnOLdVf+w50qdwnomXjq3tvz+nmt/sEOvqxLpvX8fSKWPb0j1D95vcZ+M8p54Z49LrWHGdj3UvfH0e9CmuFx279Ke+bsRz9pr7Wz8OtJ6xfUHGdqW4Pud4Lryf9fYEjedhP/ycmjjrx7LWsfijtGFjoO7z2PPF+tN3kXp03WdrXfthTL22aqOx/oaYz2uyPFf6V66xIl4b+9f9K28V7wF7fWyttdF+jqwp3+dWHEuM77/lbqT3mMbNro2Russ+9ecrrIvsmM4r1mY4vzCMrxdrvjhH+hzPW6jPI31tjXfQZl43XV9Tz/Jl4hrX+av3KdNGMp1xbNifoUc3Njv1D+s08WT2pNDP0J7uI8O2hnublJla89lgOJ70mszlRNyH/jTitTP2VHfv9ZH4GY49xpbdP+L5sjbUTK816bm0bc+R5/G8Yv20ytX9jnGW99bYp5N4f2v74scjHzKQ++9yv/fx55Pf+n6kHUOL3vP4ejt7i587XZu14Yk9L9fWZGyeWD/zHkofsSAGiIHjxMBkwvnZ18+d/dGE86u3yuO2zLNHV33Cef/Ko3xuPDY4r3fct3vbveqT1qaer5+7mz+UTyNddQ9T30K5vR/ezu2l10b62SqjF065KBb1tfvix+3POXBvPZpTRvozUq7Vp5FjQ4vnruXvy+296m6O1FXMYbdctI5vGmx9zb74elrj7dcj/Xh45cAnx2398/pXzneoR+bGHK9irtXW4FiaY1NPYx6b7RWWLYsY00W82XaO93vokyTX5A8T5VrSWBmsS9vnyqs5D5Nl2uNu1qVtT9Y55vLIvSV/ICr2ibp8u09jc9iO8VY99bHwPDjHvsX59u3F31vrtG6zfj5qqJaNxzn1lGViv80+Eqxa+0oeo5SRuPNl/XyIhZyjj/W8TD/vt/vcPRtZqxrnzfPreBupZ7COGr5pXqQeP24xOXCv/vAgXlvM+Ou2Y33eX/eFTpnUjpxTl/FjqNZ9XWas76OvhZiuLcqYkbkM5crrqZ3jHCt2LOUcjZRprvF2+Wdfx+PNc2yf6t979bXej+RzyzHE45X/0Cufbz0W+V3q1Fhf5Dwp2+xzNw7aMaD1+NiIMWj3Pu1br63e8fZYQh9CnfL7gdvfj9d8bx33p+hexGs1F836m/tAY611jabnsxsD0r+0Z+b3pN5H94WF2u3PV1obVb2+rbRe2ueX/W+vlcXmVMzabTXnSAxG5rLsX3s+jlNmeG7ou7znkuTZMu9jyzqjaVXXoqZlndmhXU8YQ2+t+rr2yvfWUs/Ums/zNzK/M+K+3ec8ptzOzGMj8dOLRW+g66V5fr0W2mNuzcv4+GK9aV22xthuK9RbzptatfrRHntVt98jy322td+HmCnXQ91m/Vz7NvY4do4f76hTy27dx4Kfrq2xsfHauueC+okxYmATMTCZcH7+/BtnfyThfODfRIUEVnhDtecO3nqcyz2+6su8etuc2zomdfeOm9e0jeJx/6p7lPoWNu+iD+k104eFjoU6pc0wjpE2bh+5vb0Dd/XxnDLSn5FyC/XxsbsqSbUf3s72/vzYd3P8dkzSZ7NlXfJ5vs6YmJcY6bcxPt66Hqnr0VuScD5ytxfyyH3TmG32qYq5Vlv1sfC8jHmNRxt39XnaD/s4KOP7I/Ez7L8979i/x3GHWI1tpWPl2OyYRteozs9kPcOYnBxPrLPYR7S9yccZ7fXq9+tZ1305J814aq7nOubD8zCWsG7V2MdDXKut+gfHrLVZ45OelZmvt7GXW+9Bmaq9QSynNvLeJGX8WH2/D9zVt47iniUmy63xfrsyX7ltNfHlzTWjfX45Z6FMuS5aa17b6D76eJJxxvHKc+mL94jjt3Naz4mad8poHPn2B2Ua+8qgTBhjUU+axzL+yzGWXvra0LZdTsvr9VBty0eNj3Yd9bzmOocxEF4L9QyvmY1xtpx0LozPYH3Wr9XzGZ+ndWbbadSfx9Too2nLlpM+pfo7ZWx5+3sv7tvx0Z4XqU/q0XOyUZgX7dswVsIYe8dtP+3vUr9vSyx/eNu/F/FtyFpT0+isbfvzW8f0vUwxb/11VNS3oLWOIftUcyz9033L7yOhH95Hx7VQm/358n0xbYS+hfJ5jO3zy/kKZcp1rPuorudqnM0x9Orp1NGZSxmH9y3mU/pT1tOdA9O3Xpne8aLtBedr0OfG+cFdbfWxEatxDL1+lvOnc1PO/aAtjUvjI2Wm1nyIK2mjHUv+9RlxH3zMHMb5D3HXN8jt6zjj40j8yDkDI1/etNM5vzAv+qjzFR8rz0F7xlnt0t5WvDYxHr/G29eHoq+pztY8Vcd8nXEuCpdyv2/VPzhmjRox35q/QR2p73HeKttWHZs9Vq6tzbZdxb2xoh/YEAPEwLpiYDLh/M233zr7ownnozvlcVvmmyfXfMK5KNM6JnX3jpvXDq5+XPShaMv374472ttz0+VG+lyNU9u4/Zq8GThyt7/9OCR3X7sz6MvjqzE5OquM9GFV/e31KdS/Z/rqx7F/zT3ujFPHu/DjHUm27zmZ6+xQOY/NsfbH1CN96Nal5Wc+Nsdd9afVVn0sPD9wV59UY6v6UZ/X9izn3/fRzFX7nPF2558TY0ZjobJo1rOSMlW7ldvS7XbrGa6BQRu9cVWxaM9rxlNzPZdzrGs+7InBQvcrHzNx/lv1t46FPkVTuZHW+ex6DOOnX28ua8uE2A5rPZl4q9a6yOOX88JYc3+Dg5SRvTW3l+qdODa5zop+hb7Y61Hz/BgPxbzIHxIn1vxkn329B+7qVUk0X3OP/fMjd1v6qPPWiUXvr3tDp0zRflEmjDu1oaZFmcXtc3t5jvOxb53vczGv7XL5nNhPHaf2s3hs1+HnUQ2L8jHWBnXOaetb903cAzQWvhm5tts1kscUXIcWY955fQzmrBjbWB25XRvvdb/GnjfXRrf99rxI/VJP9gvlju6EMWrfem2Nmbb67ut57U5uU+bPPpf+t+J+cEznwOxLxV5i7Afnmte6Xu0y3fFKGya+fbk4Lvv+rmXSPtafr1C+XDfe1bSv17E8rznewvtkeT5zjU0aTfW1shyZj66v6cPyZUqzpnvcTzTum2VMX+R125+wTqpr7xLvk22dtg/tdahrNjgXZQb7Yy6TY0PPL9d8bndkfmfEfehP4/rcW6+Vb+5HjKOR+Ally/56S3t9aZ4fY0PXUCyTjaoYtn0cHUfoy+ge0OxPvra1YrEdH+W4Wxbhehn3TN+uzks59636W8dCG9FuxvvbwVwYRx8n6m+OD+Z/o68F09YcnGy/RuJxoz70gzggBrYtBiYTzt865+xPSjjfLY/bMt/qhc6WaR2TunvHfbt3fSJ577W7RR+Ktky5g6tPJsqN9Lkap7bxcUwm33HO+d8PrrmPq7J3JCkdj88p860L41pFf23b2mc1tfU3y1XjSOcvctzOn//9wF17UjnfDZ8AHxy37dh61HrvyIn7Uv2K59n5S/VMtvXEXTsIf2hI7fsx7LkjG9ONvjXbGyvXM2uck/p/zNeKWKgsmm2sqEywmTZMfZjTbtcizmFjvab6O+sw9LMRx865wi613VjPMV7yGgxlQvyEvulrvr24x7Xqbx3LY5D10Wg/9a2/fqbrHY7Xn1OsSzsu05aZOxlfMdZ0vpy73BoPczR2bpz/1+429+3m+fUar5/PMC3nRT1knAfu6DV1CH07ek2SYvHaZrxsHd57oowtr3t/2qdivervy3baKuqZNdZW3LXWXauc2shj6xz7uvwe6khesX/9GM7zX45rTlvDuE991LkwPv0+xPcMe+29pOyXHe+Uly3b/l36lGLA9LXfZq6nuTa6dfT7ate9tBvqPXAHB7lv7bb6dXb7L2v14MgdHURrifGDa+6adWjFfX2sfi7j9vtAYw5bZbtO2bc1hm4MSRv2GhbbPDg4yHvHQm3OsE3jDWXLOGqdX6+p+vn42Fse4VirrZG6Ruaj62vsli4z0m4a25wypi9yXt0f/7y6XrbXT9+orjP1L825Odf3Ocd93ZauZ/u+Xo7Za42WsWs+tTn2vkXanoz7EB/1NaG7Xivf3I845hlzlAwqG19X8/y6j/Vz4133r1mflp+zxtrrR+fEzptatOOjUY+PF/mQV7zn9s/j+7HCJvRT95BW/a1j2p/w2Gi/sBp/3Y/XxlJxrnpu+jH0WV3K8W66L7SHPzFADKw/BiYTzq76ZxPO1Uv5qblQpoOtY/7FfLFIZc0vT3zCN1zYzOHq1/E6qsKdp3fd0cE196R4NdQrb2jCv3yRSMXMxXXRMnKxPva/6Jrrim9E9o6c9lrauBuT4sdp8e5r4c2n7bOv17TlnycvKRn6k/snfZmuJ8x7OQbb7uzfa5/43H8qW4HMm22pV8bgb+jMuHQc8nUU8kat929+v2NsyV/vCy9Tc+rrkg5yfl13x0Pe+HT/xXOOXUbjUD4RX7f35Em19iR04n8pUZftdrR6Ib4p7vpKE35/MXMa2+yd015Hcc2ptdRxcOD/K48c93bvKNeE70M8t1V/eeyJu3a1AonjHJhWHPXTst761fB8WCaO1eyVvv/muZzpz4tjktezg21HTJaM7WrN2lrT7zr/jXgL826vK8NxzV3zqb3uL7Fu0w/v4/+rnLiZdGLdOs5aD6166vholen2fewF3cPMHNZt+dNDuXYMxPp1rnQNNZoNZrktnUP5Y+9wS47mrfpmtBXqNvvCyDmhbO5X2fWGUVFgdevZVitWi+4Hev74eLSUPvbnVuop53y4DoZtaZmep7ZbPcaYzrGg7mYOW3E/OBbPS3Gj/TH1pKb7Y09FZv7iY7sVx9K/6ngwG3nfMNrmyLpI5+mYwwcpyrWlrmZ+Wmt+ZL2kZiZ/WdB3MJe5ga5vLjLrPfKwnuhh5mjO+1vTbPfXYVtxXkxbw/XTrc6/MKxTyw+t67KttnwZcw2XMlNrXlt0JuGcj8Xf5sa9xpkxcf5Ya70OWqkODA2qAvLOJnwIqvW+PcZf3oMa7y/Te0773mPYih7xvmkv0qPxUcfeez21ZSy0j51z6jkPLVV7hp+b6v2t70vcE3wb2mY4V69FrfrLY0tcDyfm28etjY+KUZ76Ptj3Y2ssE6oOcaQujeY4hAACCGyVwNIJ59b3s6U3GvGiVmymrWNKqRdOuYj7H/NmVsoMXq/fCM95o6CN9R7NG4nUj9abAvNm3JfTC6utd6pMuy0ZezK01U39Hm3znFR+ekGduOhONaMX5dxOPQ+hhvDGVOdyOKY59dR15DaHY5vqdxE/YjCIxXK+ZA5C+8O2Wn23c9Y7r9XHULYVP7F0mtdhP1r1DY6l8/NciGNrXWbfXDaNq1NPUddImVSPdnByPZfjL/qrdcx9bPWrWgeDWOu8GZcm/fxX5/uuFGOS+ar3pPA8jCXEm7r49mObrfrLY2Ws6rwtY1TW2wZtllFT61CMv0yGyPh0rGUrYrJkbOtcmL16+EeCaGX7GTsQ5vzIXYt/0PSOjXJS3BvYdpbYp0Mdea1rzKV5i6bpeeynP0/jUd2rvkjfk+9YPbr259RTTlTnmcb4tXwTrm0UZ2i5MnVVFJEnzX7Z+ChjX8bsHZvzFsuqXd1Yq62inrItH1vpHNsn3/H4X8Q09k7fblVXnD+7F+g61sc6DuruTz2XuFm2Dl0b1Z+1iiY1frW/+THbSJkUl3p23Ce0b816enOmdTQfQ4zZPSCsudwfjS9t21cT57Q4VuxlYc2Gusw60z4UZWX+TXtapveY4inHjTqm/kiZIi6lsuFYe000jw/azftSKl/NUzqermtTa37Oes61tn+bt2/o3KhdejRu3TJmvrplJuqpY7xZj6mjPdbhUV9PfZ7OXTzeXD9+f2nMqV7L6jpT0zGu9PpSlQtt1fGt54TjS69536ape6G41z7YddQefxpq75cZ6zk4NOqPc3N0NXxQIsRho5y0PWinfS/V3LNs3zUedM7ksTlvxmZkf23G3KC/Mk/V2vTjifPn+6TjDtc+3c9a9ZfHxq6VduD6e9UPPWwe/XxVJuZl/6vvg30fVRfQtbOCMqHq0G91aTTHIQQQQGCrBJZKOG+VwAYGoxczezO0gWZpoiegbwzH7qh7567seHxjNfLmb2VNURECuygwss7bN8+7iHScMU/f7B2nds5dXkDec3Azu7zfrp9ZJoGsBmveavD7rgmMvG8feb9xLCVNTnOvUDJG76n76jkJ57LiTTwj4bwJZdpAAIHTI0DCeWNzES4w9V+fN9Y8DWWBdb0xzC1M/tb9lMTkmRRAAIFpgXhj2PlkCwnnacHpEiSfpo1OpgQJ55Nx34pWY4Kr/QcL1vxWzDGDWEpgdiJVKwAAHPRJREFU9H37Wu8r9JO/5lPgS41gO04KH+LST1GPjynMmfmE98TXIo7XdoxX9Q8H5tPo7T32GG1wKgIIIHBKBUg4n9KJoVtrFFjrG8Pxfoc3SvLmZ96bpfHaeBUBBEqB+Ie9xn9aasuRcLYay/5O8mlZOc5D4LQJ2MRMPxHCmj9t80Z/1i8w6337Cd5XrF+AFhBAAAEEEFheYOGE8/JNcSYCCCCAAAIIIIAAAggggAACCCCAAAIIIIDANguQcN7m2WVsCCCAAAIIIIAAAggggAACCCCAAAIIIIDABgVIOG8Qm6YQQAABBBBAAAEEEEAAAQQQQAABBBBAAIFtFiDhvM2zy9gQQAABBBBAAAEEEEAAAQQQQAABBBBAAIENCpBw3iA2TSGAAAIIIIAAAggggAACCCCAAAIIIIAAAtssQMJ5m2eXsSGAAAIIIIAAAggggAACCCCAAAIIIIAAAhsUIOG8QWyaQgABBBBAAAEEEEAAAQQQQAABBBBAAAEEtlmAhPM2zy5jQwABBBBAAAEEEEAAAQQQQAABBBBAAAEENihAwnmD2DSFAAIIIIAAAggggAACCCCAAAIIIIAAAghsswAJ522eXcaGAAIIIIAAAggggAACCCCAAAIIIIAAAghsUICE8waxaQoBBBBAAAEEEEAAAQQQQAABBBBAAAEEENhmARLO2zy7jA0BBBBAAAEEEEAAAQQQQAABBBBAAAEEENigAAnnDWLTFAIIIIAAAggggAACCCCAAAIIIIAAAgggsM0CJJy3eXYZGwIIIIAAAggggAACCCCAAAIIIIAAAgggsEEBEs4bxKYpBBBAAAEEEEAAAQQQQAABBBBAAAEEEEBgmwVIOG/z7DI2BBBAAAEEEEAAAQQQQAABBBBAAAEEEEBggwIknDeITVMIIIAAAggggAACCCCAAAIIIIAAAggggMA2C5Bw3ubZZWwIIIAAAggggAACCCCAAAIIIIAAAggggMAGBUg4bxCbphBAAAEEEEAAAQQQQAABBBBAAAEEEEAAgW0WIOG8zbPL2BBAAAEEEEAAAQQQQAABBBBAAAEEEEAAgQ0KkHDeIDZNIYAAAggggAACCCCAAAIIIIAAAggggAAC2yxAwnmbZ5exIYAAAggggAACCCCAAAIIIIAAAggggAACGxQg4bxBbJpCAAEEEEAAAQQQQAABBBBAAAEEEEAAAQS2WYCE8zbPLmNDAAEEEEAAAQQQQAABBBBAAAEEEEAAAQQ2KEDCeYPYNIUAAggggAACCCCAAAIIIIAAAggggAACCGyzAAnnbZ5dxoYAAggggAACCCCAAAIIIIAAAggggAACCGxQgITzBrFpCgEEEEAAAQQQQAABBBBAAAEEEEAAAQQQ2GYBEs7bPLuMDQEEEEAAAQQQQAABBBBAAAEEEEAAAQQQ2KAACecNYtMUAggggAACCCCAAAIIIIAAAggggAACCCCwzQIknLd5dhkbAggggAACCCCAAAIIIIAAAggggAACCCCwQQESzhvEpikEEEAAAQQQQAABBBBAAAEEEEAAAQQQQGCbBUg4b/PsMjYEEEAAAQQQQAABBBBAAAEEEEAAAQQQQGCDAiScN4hNUwgggAACCCCAAAIIIIAAAggggAACCCCAwDYLkHDe5tllbAgggAACCCCAAAIIIIAAAggggAACCCCAwAYFSDhvEJumEEAAAQQQQAABBBBAAAEEEEAAAQQQQACBbRYg4bzNs8vYEEAAAQQQQAABBBBAAAEEEEAAAQQQQACBDQqQcN4gNk0hgAACCCCAAAIIIIAAAggggAACCCCAAALbLEDCeZtnl7EhgAACCCCAAAIIIIAAAggggAACCCCAAAIbFCDhvEFsmkIAAQQQQAABBBBAAAEEEEAAAQQQQAABBLZZgITzNs8uY0MAAQQQQAABBBBAAAEEEEAAAQQQQAABBDYoQMJ5g9g0hQACCCCAAAIIIIAAAggggAACCCCAAAIIbLMACedtnl3GhgACCCCAAAIIIIAAAggggAACCCCAAAIIbFCAhPMGsWkKAQQQQAABBBBAAAEEEEAAAQQQQAABBBDYZgESzts8u4wNAQQQQAABBBBAAAEEEEAAAQQQQAABBBDYoAAJ5w1i0xQCCCCAAAIIIIAAAggggAACCCCAAAIIILDNAiSct3l2GRsCCCCAAAIIIIAAAggggAACCCCAAAIIILBBARLOG8SmKQQQQAABBBBAAAEEEEAAAQQQQAABBBBAYJsFSDhv8+wyNgQQQAABBBBAAAEEEEAAAQQQQAABBBBAYIMCJJw3iE1TCCCAAAIIIIAAAggggAACCCCAAAIIIIDANguQcN7m2WVsCCCAAAIIIIAAAggggAACCCCAAAIIIIDABgVIOG8Qm6YQQAABBBBAAAEEEEAAAQQQQAABBBBAAIFtFiDhvM2zy9gQQAABBBBAAAEEEEAAAQQQQAABBBBAAIENCpBw3iA2TSGAAAIIIIAAAggggAACCCCAAAIIIIAAAtssQMJ5m2eXsSGAAAIIIIAAAggggAACCCCAAAIIIIAAAhsUIOG8QWyaQgABBBBAAAEEEEAAAQQQQAABBBBAAAEEtlmAhPM2zy5jQwABBBBAAAEEEEAAAQQQQAABBBBAAAEENihAwnmD2DSFAAIIIIAAAggggAACCCCAAAIIIIAAAghsswAJ522eXcaGAAIIIIAAAggggAACCCCAAAIIIIAAAghsUICE8waxaQoBBBBAAAEEEEAAAQQQQAABBBBAAAEEENhmgcmEsxTgBwNigBggBogBYoAYIAaIAWKAGCAGiAFigBggBogBYoAYIAaIgTkxcOvWrWZO/UzzKAcRQAABBBBAAAEEEEAAAQQQQAABBBBAAAEEEOgIkHDuwHAYAQQQQAABBBBAAAEEEEAAAQQQQAABBBBAYDEBEs6LeVEaAQQQQAABBBBAAAEEEEAAAQQQQAABBBBAoCNAwrkDw2EEEEAAAQQQQAABBBBAAAEEEEAAAQQQQACBxQRIOC/mRWkEEEAAAQQQQAABBBBAAAEEEEAAAQQQQACBjgAJ5w4MhxFAAAEEEEAAAQQQQAABBBBAAAEEEEAAAQQWEyDhvJgXpRFAAAEEEEAAAQQQQAABBBBAAAEEEEAAAQQ6At2E8/96858dPxgQA8QAMUAMEAPEADFADBADxAAxQAwQA8QAMUAMEAPEADFADMyNgdGE86/vP3L8YEAMEAPEADFADBADxAAxQAwQA8QAMUAMEAPEADFADBADxAAxMBUDkpQeTTh/8vtPHT8YEAPEADFADBADxAAxQAwQA8QAMUAMEAPEADFADBADxAAxQAxMxcBkwvmzP/zB8YPBaY+BD378stvb23OH71Vz9eEb7uW9Pf+avL50GdbB+D4QnQf+uI274YMPMUAMEAPEADFADBADxAAxQAwQA8QAMUAMbFkMTCacv3j61PGDwWmPgd/8eN8nky+8NzJXH4Xk87HLsCaGe8IcW9yGbphgQgwQA8QAMUAMEAPEADFADBADxAAxQAwQA1sWA5MJ56dfful6Px++EZN8N/pleudyHLONx8D9N93+3p67MBavc8qMrImNj+m09AW37j65szFxWmKTfhCbxAAxQAwQA8QAMUAMEAPEADFADBADxMBGY2Ay4fzlV1+59s8D9+Z+/KqCo5udMr1zOd42xWWtLg+u+ITzxZsjznPKdNfESL3bfg5u7IHbHuOMjxgnBogBYoAYIAaIAWKAGCAGiAFigBggBmbFwGTC+U/Pnrnmz61X3d7+W+7GFfmU86vuhi338K2Q2Lv1zN04yt+fu3/lYazrpru4t+fyc9vGQ3dFEtlHN9vt2nbM7/d9P2Jb2q/9t9x9X6bVXuvYM/en2Hf9vl8ZY6hD+2jOEwP9fmBfbrzv3mJQn9bbe4x1ajt7++7Kw7Jsrjf0LfSpLDenzGDs9bw+i/Ppx9Brq+6vzEnZl2Y8mbn8k3etYsq8LmO5eKsxV1PtmLjs9mFOGdOXsp4ZYzf1+zmJ81qshTlltA82BqWuat0U66LVltRj2ivKV3WVYy1j0NbRHZf2ObZXrh1b39gaM+Um6zFltW0eF9pXR+ccSyyJAWKAGCAGiAFigBggBogBYoAYIAaIAWKgEQOTCednXz93rZ+bP5SE8SP37NFVn1x+9ZYpF49JQsmXkTp8YuzAvfUolHt45cAnqm/W9VflWm3Xx0Jdue7Q1p7b27/qHvr6b7tXbV96xwZjCeft/fC2MYjHJHmnx+U8bavX/0Hdxqs2SM8fubck+a7tfP3cibsk+K1bOGaPy3nGI503UiYmLtN8fR3bXrCt7rymMc0Yt7fK/S/HLP75tRQLPXfb7pw5mFPG1ln8/si9dcXGynD+dL3I2khrJtqn57EPo2Wk3XrM8bw8h8/dwytXi1hpzo9pL50rdZu4S87FeM1c9uqo5yqWS2P9eok1Jn2YVY/pX6/fHDd7G16TcU68EC/EADFADBADxAAxQAwQA8QAMUAMEAPEwGQMTCacnz//xg1/QtLv6mN57bG7GpOiqdzjq+5gb88dvPU4nxuPvXpb6wuJpqLM82/cbUmo/vB2Pq/ZvtYhjzlhldrXevavukf+/FZb9bHGOJ5/4x69JYnxI3c79aPdXm57pJ7UH9v//u/Dtr9xzweO0azo47BO7zpSxr9e968xj0vVk+yG/cpu9rVgHGJFfj9wB/sHzseb75Odj3je7SO3txfL9Npr2A3an1OmV3/j+MC1WX8VM3PKxLhvrp96Hm2/Wk6xvbqugY2tp/69VcdgHNU4Yx3DOD/GGhuJ8YXGU4+P5wvsyXYt8ztxRwwQA8QAMUAMEAPEADFADBADxAAxQAzsWgxMJpy/+fZbN/i5c+T29q+5x/G1x1clKXvgrj6JZZ9c8wnnozvm3MaxcN6Ru61t+DKmHj0+9tioV/p7+zX5hLP28Y47kgT41Y/NWOpj4Xn6z/zj1w+E56aP39bnmTFqP8XHesRzCg8tO/Lox1D0Qz6hHH5sXeVYG/0ZeNRlPg5/NHjtjvGRMtHEHJ9sK86H76c5bxBDI+PW+fPzJfW9dsfPpx+z2LbqHZjXY/zWfdOJlaJvc8qM9r0RRykO+30oXDt9aJXReCgebXs690UcVWus017hMjrmzrgG9TZsUr8WWWNz62nEwNQ4eL3aAzBcaB0QP8QPMUAMEAPEADFADBADxAAxQAwQA8QAMeAmE87fOufKnyfu2kFOfNpE18HVJ6GsJprumnNbx9zdmAgO592RJPFrd6v2TB2Dvjj3bbNe53xdB9fcx/6csp0wnvpYeD7dfn1eq3/RKI7lY0nIp760yreP+THsHbk7rXGbY+VYR+rq9qHsb57vocmctsL5Jk667bb7Kud7s9fu+kcfV3cl0Wyem/H79uT1vQN37Um/zl6s5PH246koU7etz2Ms2hgaeDXjNVqp0wJl0prTPhSPOgcmhlpOzfZGHIs2YrlWHYNjw3hqu06tsbn1LDiG1rg4tth+jBdexAAxQAwQA8QAMUAMEAPEADFADBADxMDOx8BkwtnV/3wSKST27Et3JVl8cM09kYMm0ZTKtI5JUf/p6CN3t1NvOr/7S05O2SJFf0xiO5XxiTf51LPvsfQkJNJ1DKlg/Uu7vbqUS4m9UP7o7qDE5IFgM7SuTyzHWr8ank+Vab4e5ywbOdcs124yHp3pVdchfgdH7uggjl/6cnDNXXttzzUtk3ddkXneiUFToh27RYH+kxTLpsjAq9mHYCSJav9vTpkY0+kc02b6tVVPy6lVLlUy85dWHYNjq1pjc+uZ2XeKIYAAAggggAACCCCAAAIIIIAAAgisTGDhhLNPqmlizHbDJrIGiaZOEtqfH5Nt8p/Wt+q1bXR+90m9vSOnOd3w3CTANZms9Uv/Dg7C90ynhLNzIUk81Y+5CVT9dKntR2cA3cNqk8fWKjpIajYKTZaJc5aTy9r/su3xep64a1d1FmInfFx0ksSNfqZDsT/pjxiaYI2fYk7l9Bcbf3qsfmzF5TJl6nP0eT3WwRjyOsjj0j+6mD8sNM5r/fEhHLN/NNGO6GOVyNZ1UBvOcdEqe4+tOlrHotH4Wp+xxmbVI53VNWR8B2NYVZlBxRxAAAEEEEAAAQQQQAABBBBAAAEEdk5gwYRzSEI2P2GqiR1J6rYSTa1jkbuVTFtsJjQ5Gr/f+G7jk7iaoPLfGStJ1E5SK/bTflWI/E8Dcxq1c16rw3UCslVm8lg5Nu2XnYPxJHBoYE4ZnTdtoxz3nHqm+zo53FQgJgH1jwSSOpRP0RdzkQrHPxaMJRVzstfamRrCryNxOijbOBD6GL9yxn9avkpmav1Xw/ecB+uq33PKaNtFXNt2Y4Hi9dCO9jH9cUHby0Gutc9/bNXROiY1xuM5zup5nbnGJuuRxir/5ohWVaZZOQcRQAABBBBAAAEEEEAAAQQQQACBnRJYMOG8DpuYpDSJxVW0MivBuoqGRuo4DX0Y6R4vnYRALwlr+zKnjC3P7wgggAACCCCAAAIIIIAAAggggAACCJwSgRNPOB//081tyRNP9q7k083tsXH0BRaYk0yeU+YFJqDrCCCAAAIIIIAAAggggAACCCCAAALbK3BiCWf9z/r36u+TXZH1SSWc9Xt15esCRr+6YUXjpJoXTGBOMnlOmRds2HQXAQQQQAABBBBAAAEEEEAAAQQQQGA3BE4s4bwbvIwSAQQQQAABBBBAAAEEEEAAAQQQQAABBBDYHQESzrsz14wUAQQQQAABBBBAAAEEEEAAAQQQQAABBBBYqwAJ57XyUjkCCCCAAAIIIIAAAggggAACCCCAAAIIILA7AiScd2euGSkCCCCAAAIIIIAAAggggAACCCCAAAIIILBWARLOa+WlcgQQQAABBBBAAAEEEEAAAQQQQAABBBBAYHcESDjvzlwzUgQQQAABBBBAAAEEEEAAAQQQQAABBBBAYK0CJJzXykvlCCCAAAIIIIAAAggggAACCCCAAAIIIIDA7giQcN6duWakCCCAAAIIIIAAAggggAACCCCAAAIIIIDAWgVIOK+Vl8oRQAABBBBAAAEEEEAAAQQQQAABBBBAAIHdESDhvDtzzUgRQAABBBBAAAEEEEAAAQQQQAABBBBAAIG1CpBwXisvlSOAAAIIIIAAAggggAACCCCAAAIIIIAAArsjQMJ5d+aakSKAAAIIIIAAAggggAACCCCAAAIIIIAAAmsVIOG8Vl4qRwABBBBAAAEEEEAAAQQQQAABBBBAAAEEdkeAhPPuzDUjRQABBBBAAAEEEEAAAQQQQAABBBBAAAEE1ipAwnmtvFSOAAIIIIAAAggggAACCCCAAAIIIIAAAgjsjgAJ592Za0aKAAIIIIAAAggggAACCCCAAAIIIIAAAgisVYCE81p5qRwBBBBAAAEEEEAAAQQQQAABBBBAAAEEENgdARLOuzPXjBQBBBBAAAEEEEAAAQQQQAABBBBAAAEEEFirAAnntfJSOQIIIIAAAggggAACCCCAAAIIIIAAAgggsDsCJJx3Z64ZKQIIIIAAAggggAACCCCAAAIIIIAAAgggsFYBEs5r5aVyBBBAAAEEEEAAAQQQQAABBBBAAAEEEEBgdwRIOO/OXDNSBBBAAAEEEEAAAQQQQAABBBBAAAEEEEBgrQIknNfKS+UIIIAAAggggAACCCCAAAIIIIAAAggggMDuCJBw3p25ZqQIIIAAAggggAACCCCAAAIIIIAAAggggMBaBUg4r5WXyhFAAAEEEEAAAQQQQAABBBBAAAEEEEAAgd0RIOG8O3PNSBFAAAEEEEAAAQQQQAABBBBAAAEEEEAAgbUKkHBeKy+VI4AAAggggAACCCCAAAIIIIAAAggggAACuyNAwnl35pqRIoAAAggggAACCCCAAAIIIIAAAggggAACaxUg4bxWXipHAAEEEEAAAQQQQAABBBBAAAEEEEAAAQR2R4CE8+7MNSNFAAEEEEAAAQQQQAABBBBAAAEEEEAAAQTWKkDCea28VI4AAggggAACCCCAAAIIIIAAAggggAACCOyOAAnn3ZlrRooAAggggAACCCCAAAIIIIAAAggggAACCKxVgITzWnmpHAEEEEAAAQQQQAABBBBAAAEEEEAAAQQQ2B0BEs67M9eMFAEEEEAAAQQQQAABBBBAAAEEEEAAAQQQWKsACee18lI5AggggAACCCCAAAIIIIAAAggggAACCCCwOwIknHdnrhkpAggggAACCCCAAAIIIIAAAggggAACCCCwVgESzmvlpXIEEEAAAQQQQAABBBBAAAEEEEAAAQQQQGB3BEg4785cM1IEEEAAAQQQQAABBBBAAAEEEEAAAQQQQGCtAiSc18pL5QgggAACCCCAAAIIIIAAAggggAACCCCAwO4IkHDenblmpAgggAACCCCAAAIIIIAAAggggAACCCCAwFoFSDivlZfKEUAAAQQQQAABBBBAAAEEEEAAAQQQQACB3REg4bw7c81IEUAAAQQQQAABBBBAAAEEEEAAAQQQQACBtQqQcF4rL5UjgAACCCCAAAIIIIAAAggggAACCCCAAAK7I0DCeXfmmpEigAACCCCAAAIIIIAAAggggAACCCCAAAJrFSDhvFZeKkcAAQQQQAABBBBAAAEEEEAAAQQQQAABBHZHgITz7sw1I0UAAQQQQAABBBBAAAEEEEAAAQQQQAABBNYqQMJ5rbxUjgACCCCAAAIIIIAAAggggAACCCCAAAII7I4ACefdmWtGigACCCCAAAIIIIAAAggggAACCCCAAAIIrFWAhPNaeakcAQQQQAABBBBAAAEEEEAAAQQQQAABBBDYHQESzrsz14wUAQQQQAABBBBAAAEEEEAAAQQQQAABBBBYqwAJ57XyUjkCCCCAAAIIIIAAAggggAACCCCAAAIIILA7AiScd2euGSkCCCCAAAIIIIAAAggggAACCCCAAAIIILBWARLOa+WlcgQQQAABBBBAAAEEEEAAAQQQQAABBBBAYHcESDjvzlwzUgQQQAABBBBAAAEEEEAAAQQQQAABBBBAYK0CJJzXykvlCCCAAAIIIIAAAggggAACCCCAAAIIIIDA7giQcN6duWakCCCAAAIIIIAAAggggAACCCCAAAIIIIDAWgVIOK+Vl8oRQAABBBBAAAEEEEAAAQQQQAABBBBAAIHdESDhvDtzzUgRQAABBBBAAAEEEEAAAQQQQAABBBBAAIG1CkwmnKUAPxgQA8QAMUAMEAPEADFADBADxAAxQAwQA8QAMUAMEAPEADFADMyJgVu3bjWT2meaRzmIAAIIIIAAAggggAACCCCAAAIIIIAAAggggEBHgIRzB4bDCCCAAAIIIIAAAggggAACCCCAAAIIIIAAAosJkHBezIvSCCCAAAIIIIAAAggggAACCCCAAAIIIIAAAh0BEs4dGA4jgAACCCCAAAIIIIAAAggggAACCCCAAAIILCZAwnkxL0ojgAACCCCAAAIIIIAAAggggAACCCCAAAIIdARIOHdgOIwAAggggAACCCCAAAIIIIAAAggggAACCCCwmAAJ58W8KI0AAggggAACCCCAAAIIIIAAAggggAACCCDQEegmnOUFfjAgBogBYoAYIAaIAWKAGCAGiAFigBggBogBYoAYIAaIAWKAGFgkBlq56DOtgxxDAAEEEEAAAQQQQAABBBBAAAEEEEAAAQQQQGBRgTOLZKwpy184iAFigBggBogBYoAYIAaIAWKAGCAGiAFigBggBogBYoAYIAZ6MXDm0aNHjh8MiAFigBggBogBYoAYIAaIAWKAGCAGiAFigBggBogBYoAYIAaOGwNnHj9+7BPOPOIgwUQcEAfEAeuAfYB9gH2AfYB9gH2AfYB9gH2AfYB9gH2AfYB9gH2AfWDZfeD/B3g3C9tGWiZOAAAAAElFTkSuQmCC" width="640" /><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">Paste the query below in the query editor :</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><i>SELECT ApexClassorTrigger.Name, NumLinesCovered, NumLinesUncovered FROM ApexCodeCoverageAggregate ORDER BY NumLinesUncovered DESC LIMIT 10</i></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><b>Please ensure that you tick "Use Tooling API" and the execute:</b></span><br />
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<img alt="" height="57" src="data:image/png;base64,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" 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<span style="font-family: "arial" , "helvetica" , sans-serif;">This will give you a list of the top 10 classes lowering your code coverage.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Once identified its time to create the test classes.</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Happy Trails!</span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-85859515020130955952020-01-23T03:03:00.001-08:002020-01-23T03:03:22.984-08:00This organization isn't authorized to upload change sets to other organizations. For authorization, contact the deployment connections administrators on the organizations where you want to upload changes.<br />
Soooo..... I refreshed my sandbox environment to create a partial copy of production.<br />
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Added my new components and merrily attempted to deploy them to production.<br />
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All of a sudden I was posed with :<br />
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<i>This organization isn't authorized to upload change sets to other organizations. For authorization, contact the deployment connections administrators on the organizations where you want to upload changes.</i><br />
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There is a simple fix for this.<br />
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<ul>
<li>Logon to your production environment</li>
<li>Launch Set Up</li>
<li>Enter Deployment in the quick find box.</li>
</ul>
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<a href="https://1.bp.blogspot.com/--eTeeWx5Fi8/Xil8H-jNG1I/AAAAAAAAH0A/qvA56jG_QewTHeEpuSkDcNMOP63JZDj6wCLcBGAsYHQ/s1600/DeploymentSearch.JPG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="395" data-original-width="191" height="400" src="https://1.bp.blogspot.com/--eTeeWx5Fi8/Xil8H-jNG1I/AAAAAAAAH0A/qvA56jG_QewTHeEpuSkDcNMOP63JZDj6wCLcBGAsYHQ/s400/DeploymentSearch.JPG" width="192" /></a></div>
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<ul>
<li>Select Edit next to the environment (e.g. Sandbox) where you received the error</li>
<li>Now tick the box that allows connections</li>
</ul>
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<a href="https://1.bp.blogspot.com/-I63yjl2iqUg/Xil84rKkX2I/AAAAAAAAH0I/JUAFel1p7GI-vbBJm8F9WjCl5ddfAf5pgCLcBGAsYHQ/s1600/allowconnections.JPG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="155" data-original-width="698" height="87" src="https://1.bp.blogspot.com/-I63yjl2iqUg/Xil84rKkX2I/AAAAAAAAH0I/JUAFel1p7GI-vbBJm8F9WjCl5ddfAf5pgCLcBGAsYHQ/s400/allowconnections.JPG" width="400" /></a></div>
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<ul>
<li>Once done with ticking the radio button, hit save.</li>
</ul>
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You should now be able to go back to your Sandbox and deploy.</div>
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Happy Trails</div>
<div>
Jerome Slinger</div>
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Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-89966807384349922312019-12-17T02:20:00.000-08:002019-12-17T02:20:51.555-08:00Salesforce - Find the list of required fields for any Object<br />
<span style="font-family: Arial, Helvetica, sans-serif;">Sometimes we find ourselves in a situation where we need to identify all the required fields for an object.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">This is useful for feedback to business or when preparing for a migration.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Yes, I know we could have gone the route of using the developer console, Apex code and so much more but for this solution we are going with simplicity :-)</span><br />
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<br />
<ol>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Select your avatar/profile</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Then Select Switch to Salesforce Classic (Under Options)</span></li>
<li><span style="background-color: white; color: #242729; font-size: 15px; font-style: inherit; font-variant-caps: inherit; font-variant-ligatures: inherit; font-weight: inherit;"><span style="font-family: Arial, Helvetica, sans-serif;">Navigate to Setup</span></span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><span style="background-color: white; color: #242729; font-size: 15px; font-style: inherit; font-variant-caps: inherit; font-variant-ligatures: inherit; font-weight: inherit;">Look for</span><span style="background-color: white; color: #242729; font-size: 15px; font-style: inherit; font-variant-caps: inherit; font-variant-ligatures: inherit; font-weight: inherit;"> </span><code style="background-color: #eff0f1; border: 0px; box-sizing: inherit; color: #242729; font-size: 13px; font-stretch: inherit; font-variant: inherit; line-height: inherit; margin: 0px; padding: 1px 5px; vertical-align: baseline; white-space: pre-wrap;"><i><b>Field Accessibility</b></i></code><span style="background-color: white; color: #242729; font-size: 15px; font-style: inherit; font-variant-caps: inherit; font-variant-ligatures: inherit; font-weight: inherit;"> </span><span style="background-color: white; color: #242729; font-size: 15px; font-style: inherit; font-variant-caps: inherit; font-variant-ligatures: inherit; font-weight: inherit;">under</span><span style="background-color: white; color: #242729; font-size: 15px; font-style: inherit; font-variant-caps: inherit; font-variant-ligatures: inherit; font-weight: inherit;"> </span><em style="background-color: white; border: 0px; box-sizing: inherit; color: #242729; font-size: 15px; font-stretch: inherit; font-variant: inherit; font-weight: inherit; line-height: inherit; margin: 0px; padding: 0px; vertical-align: baseline;">Security Controls</em></span></li>
<li><span style="background-color: white; color: #242729; font-size: 15px; font-style: inherit; font-variant-caps: inherit; font-variant-ligatures: inherit; font-weight: inherit;"><span style="font-family: Arial, Helvetica, sans-serif;">Pick an Object > View by Profile > Pick a Profile</span></span></li>
<li><span style="background-color: white; color: #242729; font-size: 15px; font-style: inherit; font-variant-caps: inherit; font-variant-ligatures: inherit; font-weight: inherit;"><span style="font-family: Arial, Helvetica, sans-serif;">Required Fields display in Red</span></span></li>
</ol>
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<img src="https://i.stack.imgur.com/AGcC9.png" /></div>
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May the force be with you and happy trails.</div>
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Jerome Slinger</div>
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Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-3281283056866383792019-12-02T08:07:00.000-08:002019-12-02T08:12:17.502-08:00Salesforce Lightning - Using the "lightning:fileUpload"Sometimes we find ourselves in a situation where the standard file upload process just doesn't meet the required grade.<br />
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This is when we have to dust off the old developer console and write some code :-)<br />
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<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; line-height: 16.8667px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">Step 1:</b> </span><span style="background: 0px 0px white; border: 0px; font-family: "arial" , sans-serif; font-size: 15px; outline: 0px; padding: 0px; vertical-align: baseline;">Login to your Salesforce and open developer console (I always recommend your Sandbox first).</span><span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"> </span><br />
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></span>
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">tep 2:</b> Navigate to <b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">File | New | Apex Class</b> and Create an Apex controller called <b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">UploadManager</b>. Replace following code in apex controller. </span></span><br />
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></span></span>
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">UploadManager.apxc</b></span></span><br />
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><br style="font-family: Roboto, "Segoe UI", "Helvetica Neue", Arial, sans-serif; font-size: 15px; font-weight: 400;" /></b></span></span>
<br />
<pre style="background: 0px 0px black; border: 0px; color: white; font-size: 14px; outline: 0px; overflow-x: scroll; padding: 0px; vertical-align: baseline;"> public class UploadManager{
@AuraEnabled
public static List<contentdocument> getFiles(string recordId){
List<contentdocument> DocumentList = new List<contentdocument>();
Set<id> documentIds = new Set<id>(); //store file ids
List<contentdocumentlink> cdl=[select id,LinkedEntityId,ContentDocumentId from ContentDocumentLink where LinkedEntityId=:recordId];
for(ContentDocumentLink cdLink:cdl){
documentIds.add(cdLink.ContentDocumentId); // Document ids
}
DocumentList = [select Id,Title,FileType,ContentSize,Description from ContentDocument where id IN: documentIds];
return DocumentList;
}
@AuraEnabled
public static List<contentdocument> UpdateFiles(string documentId,string title,string recordId){
system.debug('title: ' +title);
ContentDocument cd = [select id,title from ContentDocument where Id=:documentId]; // Getting files from Parent record
cd.Title = title; // Changing file Title with user entered title
try{
update cd; // Update ContentDocument (File)
}
catch(DMLException e){
system.debug('Exception has occurred! ' +e.getMessage());
}
List<contentdocument> DocumentList = new List<contentdocument>();
Set<id> documentIds = new Set<id>();
List<contentdocumentlink> cdl=[select id,LinkedEntityId,ContentDocumentId from ContentDocumentLink where LinkedEntityId=:recordId];
for(ContentDocumentLink cdLink:cdl){
documentIds.add(cdLink.ContentDocumentId);
}
DocumentList = [select Id,Title,FileType,ContentSize,Description from ContentDocument where id IN: documentIds];
return DocumentList; // Return list of files on parent record
}
}
</contentdocumentlink></id></id></contentdocument></contentdocument></contentdocument></contentdocumentlink></id></id></contentdocument></contentdocument></contentdocument></pre>
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-family: Roboto, "Segoe UI", "Helvetica Neue", Arial, sans-serif; font-size: 15px; outline: 0px; padding: 0px; vertical-align: baseline;">Step 3:</b><span style="font-family: "roboto" , "segoe ui" , "helvetica neue" , "arial" , sans-serif; font-size: 15px; font-weight: 400;"> Navigate to </span><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-family: Roboto, "Segoe UI", "Helvetica Neue", Arial, sans-serif; font-size: 15px; outline: 0px; padding: 0px; vertical-align: baseline;">File | New | Lightning Component</b><span style="font-family: "roboto" , "segoe ui" , "helvetica neue" , "arial" , sans-serif; font-size: 15px; font-weight: 400;"> and create a Lightning Component called </span><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-family: Roboto, "Segoe UI", "Helvetica Neue", Arial, sans-serif; font-size: 15px; outline: 0px; padding: 0px; vertical-align: baseline;">FileUpload</b><span style="font-family: "roboto" , "segoe ui" , "helvetica neue" , "arial" , sans-serif; font-size: 15px; font-weight: 400;">. Replace the following markup in the Lightning Component.</span><br style="font-family: Roboto, "Segoe UI", "Helvetica Neue", Arial, sans-serif; font-size: 15px; font-weight: 400;" /><br style="font-family: Roboto, "Segoe UI", "Helvetica Neue", Arial, sans-serif; font-size: 15px; font-weight: 400;" /><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">LightningFileUpload.cmp</b></b></span></span><br />
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></b></b></span></span>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-yoP7kuCnk7E/XeU3y2ReSUI/AAAAAAAAHhs/uC7K-fmN1ActGuv0dcHqVwKGNPrcy9ZtwCLcBGAsYHQ/s1600/Capture.JPG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="928" data-original-width="1240" height="478" src="https://1.bp.blogspot.com/-yoP7kuCnk7E/XeU3y2ReSUI/AAAAAAAAHhs/uC7K-fmN1ActGuv0dcHqVwKGNPrcy9ZtwCLcBGAsYHQ/s640/Capture.JPG" width="640" /></a></div>
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></b></b></span></span>
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></b></b></span></span>
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></b></b></span></span>
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">LightningFileUpload</b></b>Controller.js</b></b></span></span><br />
<pre style="background: 0px 0px black; border: 0px; color: white; font-size: 14px; outline: 0px; overflow-x: scroll; padding: 0px; vertical-align: baseline;">({
doInit:function(component,event,helper){
var action = component.get("c.getFiles");
action.setParams({
"recordId":component.get("v.recordId")
});
action.setCallback(this,function(response){
var state = response.getState();
if(state=='SUCCESS'){
var result = response.getReturnValue();
console.log('result: ' +result);
component.set("v.files",result);
}
});
$A.enqueueAction(action);
} ,
//Open File onclick event
OpenFile :function(component,event,helper){
var rec_id = event.currentTarget.id;
$A.get('e.lightning:openFiles').fire({ //Lightning Openfiles event
recordIds: [rec_id] //file id
});
},
UploadFinished : function(component, event, helper) {
var uploadedFiles = event.getParam("files");
var documentId = uploadedFiles[0].documentId;
var fileName = uploadedFiles[0].name;
helper.UpdateDocument(component,event,documentId);
var toastEvent = $A.get("e.force:showToast");
toastEvent.setParams({
"title": "Success!",
"message": "File "+fileName+" Uploaded successfully."
});
toastEvent.fire();
/* Open File after upload
$A.get('e.lightning:openFiles').fire({
recordIds: [documentId]
});*/
},
})
</pre>
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></b></b></span></span>
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">LightningFileUpload</b></b>Helper.js</b></b></span></span><br />
<pre style="background: 0px 0px black; border: 0px; color: white; font-size: 14px; outline: 0px; overflow-x: scroll; padding: 0px; vertical-align: baseline;">({
UpdateDocument : function(component,event,Id) {
var action = component.get("c.UpdateFiles");
var fName = component.find("fileName").get("v.value");
//alert('File Name'+fName);
action.setParams({"documentId":Id,
"title": fName,
"recordId": component.get("v.recordId")
});
action.setCallback(this,function(response){
var state = response.getState();
if(state=='SUCCESS'){
var result = response.getReturnValue();
console.log('Result Returned: ' +result);
component.find("fileName").set("v.value", " ");
component.set("v.files",result);
}
});
$A.enqueueAction(action);
},
})
</pre>
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></b></b></span></span>
<br />
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">Step 4: </b><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-weight: 400; outline: 0px; padding: 0px; vertical-align: baseline;">To </span><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-weight: 400; outline: 0px; padding: 0px; vertical-align: baseline;">Create a quick action Navigate to <b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">Setup | Object Manager | Account |Buttons, Links and Actions | New Action.</b> Fill all required fields and hit the <b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">Save</b> button.</span><br style="font-family: Roboto, "Segoe UI", "Helvetica Neue", Arial, sans-serif; font-size: 15px; font-weight: 400;" /><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-weight: 400; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></span><span style="font-family: "roboto" , "segoe ui" , "helvetica neue" , "arial" , sans-serif; font-size: 15px; font-weight: 400;"></span></b></span></span><br />
<div class="separator" style="background: 0px 0px rgb(255, 255, 255); border: 0px; clear: both; font-family: Roboto, "Segoe UI", "Helvetica Neue", Arial, sans-serif; font-size: 15px; outline: 0px; padding: 0px; text-align: center; vertical-align: baseline;">
<a href="https://3.bp.blogspot.com/-m1hNBOzs1mQ/XJYg_NcWLhI/AAAAAAAAAyY/kUX3X17f8xk9NhmjWzhWFf_awGS1NVJwwCLcBGAs/s1600/Step1.PNG" imageanchor="1" style="background: 0px 0px; border: 0px; clear: none !important; color: #ea141f; float: none !important; margin-left: 1em; margin-right: 1em; outline: 0px; padding: 0px; text-decoration-line: none; vertical-align: baseline;"><img alt="Create an Action" border="0" data-original-height="582" data-original-width="1361" src="https://3.bp.blogspot.com/-m1hNBOzs1mQ/XJYg_NcWLhI/AAAAAAAAAyY/kUX3X17f8xk9NhmjWzhWFf_awGS1NVJwwCLcBGAs/s1600/Step1.PNG" style="background: 0px 0px; border: 0px; max-width: 100%; outline: 0px; padding: 0px; position: relative; vertical-align: baseline;" title="Create an Action" /></a></div>
<div class="separator" style="background: 0px 0px rgb(255, 255, 255); border: 0px; clear: both; font-family: Roboto, "Segoe UI", "Helvetica Neue", Arial, sans-serif; font-size: 15px; outline: 0px; padding: 0px; text-align: center; vertical-align: baseline;">
<br /></div>
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">Step 5: </b><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-weight: 400; outline: 0px; padding: 0px; vertical-align: baseline;">To </span><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-weight: 400; outline: 0px; padding: 0px; vertical-align: baseline;">add quick action in account page layout Navigate to <b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">Setup | Object Manager | Account | Page Layouts.</b> Edit <b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">Account Layout </b>and move to <b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">Mobile & Lightning Actions</b>.</span><br style="font-family: Roboto, "Segoe UI", "Helvetica Neue", Arial, sans-serif; font-size: 15px; font-weight: 400;" /><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-weight: 400; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></span><span style="font-family: "roboto" , "segoe ui" , "helvetica neue" , "arial" , sans-serif; font-size: 15px; font-weight: 400;"></span></b></span></span><br />
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<a href="https://3.bp.blogspot.com/-6G-3PZmw9jo/XJYi_XvwX1I/AAAAAAAAAyk/eefCyAM3tKkLFUTkDKF3IXb8hOTjyR35gCLcBGAs/s1600/Step2.PNG" imageanchor="1" style="background: 0px 0px; border: 0px; clear: none !important; color: #ea141f; float: none !important; margin-left: 1em; margin-right: 1em; outline: 0px; padding: 0px; text-decoration-line: none; vertical-align: baseline;"><img border="0" data-original-height="662" data-original-width="1365" src="https://3.bp.blogspot.com/-6G-3PZmw9jo/XJYi_XvwX1I/AAAAAAAAAyk/eefCyAM3tKkLFUTkDKF3IXb8hOTjyR35gCLcBGAs/s1600/Step2.PNG" style="background: 0px 0px; border: 0px; max-width: 100%; outline: 0px; padding: 0px; position: relative; vertical-align: baseline;" /></a></div>
<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-weight: 400; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></b></span><span style="font-family: "roboto" , "segoe ui" , "helvetica neue" , "arial" , sans-serif; font-size: 15px; font-weight: 400;"></span><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-weight: 400; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">Step 6: </b>Drag <b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">File Upload</b> quick action in <b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">Salesforce Mobile & Lightning Experience Actions </b>section and save the Account page layout.</span><br style="font-family: Roboto, "Segoe UI", "Helvetica Neue", Arial, sans-serif; font-size: 15px; font-weight: 400;" /><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-weight: 400; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></span><span style="font-family: "roboto" , "segoe ui" , "helvetica neue" , "arial" , sans-serif; font-size: 15px; font-weight: 400;"></span></b></span></span><br />
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<span style="background: 0px 0px rgb(255 , 255 , 255); border: 0px; font-family: "arial" , sans-serif; font-size: 11pt; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-weight: 400; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></b></span><span style="font-family: "roboto" , "segoe ui" , "helvetica neue" , "arial" , sans-serif; font-size: 15px; font-weight: 400;"></span><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-weight: 400; outline: 0px; padding: 0px; vertical-align: baseline;"><b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">Step 7: </b>Open an account record and click on the <b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;">File upload </b>quick action button.</span><br style="font-family: Roboto, "Segoe UI", "Helvetica Neue", Arial, sans-serif; font-size: 15px; font-weight: 400;" /><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-weight: 400; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></span><span style="font-family: "roboto" , "segoe ui" , "helvetica neue" , "arial" , sans-serif; font-size: 15px; font-weight: 400;"></span></b></span></span><br />
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<b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-family: "arial" , sans-serif; outline: 0px; padding: 0px; vertical-align: baseline;"><br /></span></b></div>
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<b style="background: 0px 0px; border: 0px; outline: 0px; padding: 0px; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-family: "arial" , sans-serif; outline: 0px; padding: 0px; vertical-align: baseline;">Output:<o:p></o:p></span></b></div>
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And just like that you are all done :-)</div>
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Happy Trails!</div>
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Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-58876329929270855262019-11-11T08:56:00.000-08:002019-12-23T08:56:56.299-08:00Salesforce Lightning - AccordionSo you are looking at adding an accordion to your lightning build?<br />
<br />
No problem, lets get cracking.<br />
<br />
Accordions became popular in the early 2000's and now we see it everywhere.<br />
<br />
<br />
A basic accordion :<br />
<br />
<span style="background-color: white;"><span class="tagnamecolor" style="box-sizing: inherit; color: brown; font-family: "consolas" , "courier new"; font-size: 15px;"><span class="tagcolor" style="box-sizing: inherit; color: mediumblue;"><</span>button<span class="attributecolor" style="box-sizing: inherit; color: red;"> onclick<span class="attributevaluecolor" style="box-sizing: inherit; color: mediumblue;">="myFunction('Demo1')"</span> class<span class="attributevaluecolor" style="box-sizing: inherit; color: mediumblue;">="w3-button w3-block w3-left-align"</span></span><span class="tagcolor" style="box-sizing: inherit; color: mediumblue;">></span></span><br style="box-sizing: inherit; font-family: Consolas, "courier new"; font-size: 15px;" /><span style="font-family: "consolas" , "courier new"; font-size: 15px;">Open Section 1</span><span class="tagnamecolor" style="box-sizing: inherit; color: brown; font-family: "consolas" , "courier new"; font-size: 15px;"><span class="tagcolor" style="box-sizing: inherit; color: mediumblue;"><</span>/button<span class="tagcolor" style="box-sizing: inherit; color: mediumblue;">></span></span><br style="box-sizing: inherit; font-family: Consolas, "courier new"; font-size: 15px;" /><br style="box-sizing: inherit; font-family: Consolas, "courier new"; font-size: 15px;" /><span class="tagnamecolor" style="box-sizing: inherit; color: brown; font-family: "consolas" , "courier new"; font-size: 15px;"><span class="tagcolor" style="box-sizing: inherit; color: mediumblue;"><</span>div<span class="attributecolor" style="box-sizing: inherit; color: red;"> id<span class="attributevaluecolor" style="box-sizing: inherit; color: mediumblue;">="Demo1"</span> class<span class="attributevaluecolor" style="box-sizing: inherit; color: mediumblue;">="w3-container w3-hide"</span></span><span class="tagcolor" style="box-sizing: inherit; color: mediumblue;">></span></span><br style="box-sizing: inherit; font-family: Consolas, "courier new"; font-size: 15px;" /><span style="font-family: "consolas" , "courier new"; font-size: 15px;"> </span><span class="tagnamecolor" style="box-sizing: inherit; color: brown; font-family: "consolas" , "courier new"; font-size: 15px;"><span class="tagcolor" style="box-sizing: inherit; color: mediumblue;"><</span>p<span class="tagcolor" style="box-sizing: inherit; color: mediumblue;">></span></span><span style="font-family: "consolas" , "courier new"; font-size: 15px;">Some text..</span><span class="tagnamecolor" style="box-sizing: inherit; color: brown; font-family: "consolas" , "courier new"; font-size: 15px;"><span class="tagcolor" style="box-sizing: inherit; color: mediumblue;"><</span>/p<span class="tagcolor" style="box-sizing: inherit; color: mediumblue;">></span></span><br style="box-sizing: inherit; font-family: Consolas, "courier new"; font-size: 15px;" /><span class="tagnamecolor" style="box-sizing: inherit; color: brown; font-family: "consolas" , "courier new"; font-size: 15px;"><span class="tagcolor" style="box-sizing: inherit; color: mediumblue;"><</span>/div<span class="tagcolor" style="box-sizing: inherit; color: mediumblue;">></span></span><br style="box-sizing: inherit; font-family: Consolas, "courier new"; font-size: 15px;" /><br style="box-sizing: inherit; font-family: Consolas, "courier new"; font-size: 15px;" /><span class="tagnamecolor" style="box-sizing: inherit; color: brown; font-family: "consolas" , "courier new"; font-size: 15px;"><span class="tagcolor" style="box-sizing: inherit; color: mediumblue;"><</span>script<span class="tagcolor" style="box-sizing: inherit; color: mediumblue;">></span></span><span class="jscolor" style="box-sizing: inherit; font-family: "consolas" , "courier new"; font-size: 15px;"><br style="box-sizing: inherit;" /><span class="jskeywordcolor" style="box-sizing: inherit; color: mediumblue;">function</span> myFunction(id) {<br style="box-sizing: inherit;" /> <span class="jskeywordcolor" style="box-sizing: inherit; color: mediumblue;">var</span> x = document.<span class="jspropertycolor" style="box-sizing: inherit;">getElementById</span>(id);<br style="box-sizing: inherit;" /> <span class="jskeywordcolor" style="box-sizing: inherit; color: mediumblue;">if</span> (x.<span class="jspropertycolor" style="box-sizing: inherit;">className</span>.<span class="jspropertycolor" style="box-sizing: inherit;">indexOf</span>(<span class="jsstringcolor" style="box-sizing: inherit; color: brown;">"w3-show"</span>) <span class="jsnumbercolor" style="box-sizing: inherit; color: red;"></span>== -<span class="jsnumbercolor" style="box-sizing: inherit; color: red;">1</span>) {<br style="box-sizing: inherit;" /> x.<span class="jspropertycolor" style="box-sizing: inherit;">className</span> += <span class="jsstringcolor" style="box-sizing: inherit; color: brown;">" w3-show"</span>;<br style="box-sizing: inherit;" /> } <span class="jskeywordcolor" style="box-sizing: inherit; color: mediumblue;">else</span> {<br style="box-sizing: inherit;" /> x.<span class="jspropertycolor" style="box-sizing: inherit;">className</span> = x.<span class="jspropertycolor" style="box-sizing: inherit;">className</span>.<span class="jspropertycolor" style="box-sizing: inherit;">replace</span>(<span class="jsstringcolor" style="box-sizing: inherit; color: brown;">" w3-show"</span>, <span class="jsstringcolor" style="box-sizing: inherit; color: brown;">""</span>);<br style="box-sizing: inherit;" /> }<br style="box-sizing: inherit;" /><span class="jsnumbercolor" style="box-sizing: inherit; color: red;"></span>}</span><span class="tagnamecolor" style="box-sizing: inherit; color: brown; font-family: "consolas" , "courier new"; font-size: 15px;"><span class="tagcolor" style="box-sizing: inherit; color: mediumblue;"><</span>/script<span class="tagcolor" style="box-sizing: inherit; color: mediumblue;">></span></span></span><br />
<br />
So in Salesforce the concept stays the same with a slight tweek to the implementation.<br />
In lightning we work with components and this serves as the core of our building blocks.<br />
<br />
In this example we will be working with the developer console but personally I find myself a fan of using visual studio code :-)<br />
<br />
Select the lightning gear icon and then select developer console:<br />
<br />
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<a href="https://1.bp.blogspot.com/-0qL1TbeL-4U/XgDt0I3_cbI/AAAAAAAAHxs/oD4CVRzZZtQxX0ecIJgxr45I_x-u5-ISwCLcBGAsYHQ/s1600/SelectLightningGear.JPG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="162" data-original-width="922" height="56" src="https://1.bp.blogspot.com/-0qL1TbeL-4U/XgDt0I3_cbI/AAAAAAAAHxs/oD4CVRzZZtQxX0ecIJgxr45I_x-u5-ISwCLcBGAsYHQ/s320/SelectLightningGear.JPG" width="320" /></a></div>
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Once your console is launched:<br />
<br />
Select File--New--Lightning Component<br />
<br />
For this example we will be calling our component AccordionTest and select lightning Record page for your configuration.<br />
<br />
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<a href="https://1.bp.blogspot.com/-GQKHpeQocn0/XgDu8IaKTDI/AAAAAAAAHx4/jzYzwLgZN_07V2YaM7F2iB_kZXgl5lhZwCLcBGAsYHQ/s1600/LightningComponentAccordionTest.JPG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="637" data-original-width="1600" height="127" src="https://1.bp.blogspot.com/-GQKHpeQocn0/XgDu8IaKTDI/AAAAAAAAHx4/jzYzwLgZN_07V2YaM7F2iB_kZXgl5lhZwCLcBGAsYHQ/s320/LightningComponentAccordionTest.JPG" width="320" /></a></div>
<br />
<br />
<br />
Simply add the following code in the component section (CTRL+SHIFT+1)<br />
Please remove the test code reference if you want to test it.<br />
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<a href="https://1.bp.blogspot.com/-6dQei0lhEdI/XgDxOlvrbbI/AAAAAAAAHyU/mPvXqZk1blwnNm8RM1Hh4qN60N0O7-EhwCLcBGAsYHQ/s1600/AccordionCode.JPG" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="996" data-original-width="1600" height="199" src="https://1.bp.blogspot.com/-6dQei0lhEdI/XgDxOlvrbbI/AAAAAAAAHyU/mPvXqZk1blwnNm8RM1Hh4qN60N0O7-EhwCLcBGAsYHQ/s320/AccordionCode.JPG" width="320" /></a></div>
Add the following to the controller:<br />
<br />
<pre class="slds-p-horizontal_medium slds-p-vertical_small language-markup" componentreference-codehighlighter_codehighlighter="" componentreference-highlightcode_highlightcode="" style="background-color: white; border: 1px solid rgb(221, 221, 221); box-sizing: border-box; direction: ltr; hyphens: none; line-height: 1.2em; margin-bottom: 0.5em; margin-top: 0.5em; overflow: auto; padding: 1em; tab-size: 4; word-break: normal;">({
handleShowActiveSectionName: function (cmp, event, helper) {
alert(cmp.find("accordion").get('v.activeSectionName'));
},
handleToggleSectionD: function (cmp) {
cmp.set('v.isDVisible', !cmp.get('v.isDVisible'));
}
});</pre>
<br />
This will offer you the simplest start but I will soon write some code for a more production implementation.<br />
<br />
Happy Trails<br />
JeromeJerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-77671467833961323232019-08-28T04:52:00.000-07:002019-08-28T04:52:02.207-07:00Multiple approvers for Approval process in Salesforce Classic<br />
<span style="background-color: white; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif; font-size: 13.2px;">1. Go to Setup >> Create>> Workflow and Approvals >> Approval Processes.</span><br />
<span style="background-color: white; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://3.bp.blogspot.com/-YG451VRgbjU/UOQbpOM6fPI/AAAAAAAAAoI/njq8b-Yv8N4/s1600/approval+Process+Navigation.png" /><br />
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<span style="background-color: white; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif; font-size: 13.2px;">2. Select the object to create approval process.</span><br />
<br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" />
<span style="background-color: white; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif; font-size: 13.2px;">3. Click "Create New Approval Process" button and click "Use Standard Setup Wizard" link.</span><br />
<span style="background-color: white; font-family: "trebuchet ms" , "trebuchet" , "verdana" , sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://1.bp.blogspot.com/-yITZBrGRu-w/UOQdEx8KymI/AAAAAAAAAoo/GolxJvGXb0Y/s1600/select+object+for+approval.png" />
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<br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">4. Enter a name and description for your new approval process.</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">5. Click "Next" button.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://1.bp.blogspot.com/-IiyX_sdKuEs/UOQdrptD7KI/AAAAAAAAAow/z8w72MJ7kno/s640/name+and+description+for+your+new+approval+process.png" /><br />
<br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">6. Specify Entry Criteria.</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">7. Click "Next" button.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://3.bp.blogspot.com/-vaUfaEFk3wg/UOQekzGgCOI/AAAAAAAAAo8/MzqAhdJtlAg/s640/entry+criteria+for+approval+process.png" /><br />
<br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">8. Specify Approver Field and Record Editability Properties.</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">9. Click "Next" button.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://3.bp.blogspot.com/-TBSo39l3CRQ/UOQi5ucxb4I/AAAAAAAAApw/dLeylMMU_II/s640/record+editability+in+approval+process.png" /><br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">10. Select Notification Templates.</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">11. Click "Next" button.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://2.bp.blogspot.com/-m_rQ1q1ufSk/UOQjU8hVY7I/AAAAAAAAAp4/43KONPKeYfo/s640/Notification+Templates+for+approval+process.png" /><br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">12. Select Fields to Display on Approval Page Layout.</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">13. Click "Next" button.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://1.bp.blogspot.com/-RVcH8rFfUyk/UOQkILfmm4I/AAAAAAAAAqE/y__Vnv52YY8/s640/Fields+to+Display+on+Approval+layout.png" /><br />
<br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">14. Specify Initial Submitters.</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">15. Click "Save" button. </span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://2.bp.blogspot.com/-zot37oZ4qm4/UOQk2VdZbkI/AAAAAAAAAqg/3Nq8xELhxGc/s640/Specify+Initial+Submitters.png" /><br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">16. Select "No, I'll do this later, take me to the approval process detail page to review what I've just created".</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">17. Click "Go" button.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://1.bp.blogspot.com/-tSS-1Ml1M-U/UOQlwzRHmeI/AAAAAAAAAqs/y0qeUvSHcQo/s1600/click+go.png" /><br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"> 18. Click "New Approval Step' button.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://4.bp.blogspot.com/-AO5HwAVaYrk/UOQm6_25F7I/AAAAAAAAArM/dCY9x8bo6Gg/s1600/new+approval+step.png" /><br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">19. Enter Name and Description.</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">20. Click "Next" button.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://4.bp.blogspot.com/-BGz1TmyXIvE/UOQoA3trT2I/AAAAAAAAArw/VWVX9Yk1QSc/s640/step+1.png" /><br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">21. Specify Step Criteria.</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">22. Click "Next" button.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://4.bp.blogspot.com/-DnF7qKJahkg/UOQpu_71nGI/AAAAAAAAAss/l2caGRRqdqw/s640/step+2.png" /><br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">23. Select "Automatically assign to approver(s)".</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">24. Select the "Queue" or "User" or "Related User".</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">25. When multiple approvers are selected, select anyone of the following</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"> a. Approve or reject based on the FIRST response.</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"> b. Require UNANIMOUS approval from all selected approvers.</span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">26. Click "Add Row" link to add multiple approvers. </span><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><br style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;" /><span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">27. Click "Save" button.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://3.bp.blogspot.com/-N1YvJLVeglk/UOQ9fPGpmMI/AAAAAAAAAuY/fka1pjTuJ0Q/s640/addin+multiple+approvers+for+approval+process.png" /><br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">28. Click "Activate" button to activate your approval process.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://1.bp.blogspot.com/-0OfHFuC4PNM/UOQsoz8an6I/AAAAAAAAAt0/gGvKqb4ZJSE/s1600/activate+approval+process.png" /><br />
<br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">29. Go to the Object's page layout and add Submit for Approval button and Approval History related list.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://1.bp.blogspot.com/-6BUSHiDvjb0/VHx0wTVRfsI/AAAAAAAAFjo/_lF8sQQfbLU/s1600/edit%2Bpagelayout.png" /><br />
<br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">30. Add "Submit for Approval" button.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://1.bp.blogspot.com/-tdimvn2UQ90/VHx1hxYzzzI/AAAAAAAAFjw/n-dC0zQUzkE/s1600/submit%2Bfor%2Bapproval%2Bbutton.png" /><br />
<br />
<br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;">31. Add "Approval History" related list.</span><br />
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<span style="background-color: white; font-family: "Trebuchet MS", Trebuchet, Verdana, sans-serif; font-size: 13.2px;"><br /></span>
<img src="https://1.bp.blogspot.com/-8JFgg2m_JEU/VHx1mzol9oI/AAAAAAAAFj4/kFRFni05KRY/s1600/approval%2Bhistory%2Brelated%2Blist.png" /><br />
<br />
Output:<br />
<br />
<img src="https://1.bp.blogspot.com/-NiPIlUV_8ZM/UOQ_VtweGmI/AAAAAAAAAu8/RRzx_c9qCwo/s640/output.png" /><br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-79079930184229808722019-08-26T04:54:00.000-07:002019-08-28T04:55:07.413-07:00Apex REST Code Sample Using RestRequest - Simple as Pie I always wonder why people are not creating or interacting with Salesforce more using webservices.<br />
<br />
If you are..then well done.<br />
<br />
The world of possibilities and the layers of integration become infinite.<br />
<br />
Always familiarize yourself with utilizing services and definitely create yourself a sandbox.<br />
<br />
<br />
<br />
<h1 class="helpHead1" style="background-color: white; color: #01344e; font-family: DSCDefaultFontRegular; font-size: 26.25px; line-height: 34.5px; margin: 0px 0px 10px; text-rendering: optimizelegibility;">
<span class="ph" style="font-family: "proximanovalight"; font-size: 28px; line-height: 30px; overflow-wrap: break-word;"><br /></span></h1>
<h1 class="helpHead1" style="background-color: white; color: #01344e; font-family: DSCDefaultFontRegular; font-size: 26.25px; line-height: 34.5px; margin: 0px 0px 10px; text-rendering: optimizelegibility;">
<span class="ph" id="topic-title" style="font-family: "proximanovalight"; font-size: 28px; line-height: 30px; overflow-wrap: break-word;">Apex REST Basic Code Sample</span></h1>
reference : <a href="https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest_code_sample_basic.htm">https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest_code_sample_basic.htm</a><br />
<br />
<pre>@RestResource(urlMapping='/Account/*')
global with sharing class MyRestResource {
@HttpDelete
global static void doDelete() {
RestRequest req = RestContext.request;
RestResponse res = RestContext.response;
String accountId = req.requestURI.substring(req.requestURI.lastIndexOf('/')+1);
Account account = [SELECT Id FROM Account WHERE Id = :accountId];
delete account;
}
@HttpGet
global static Account doGet() {
RestRequest req = RestContext.request;
RestResponse res = RestContext.response;
String accountId = req.requestURI.substring(req.requestURI.lastIndexOf('/')+1);
Account result = [SELECT Id, Name, Phone, Website FROM Account WHERE Id = :accountId];
return result;
}
@HttpPost
global static String doPost(String name,
String phone, String website) {
Account account = new Account();
account.Name = name;
account.phone = phone;
account.website = website;
insert account;
return account.Id;
}
}</pre>
<br />
<br />
<br />
example : <a href="https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest_code_sample_restrequest.htm">https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest_code_sample_restrequest.htm</a><br />
<br />
<pre>@RestResource(urlMapping='/MyRestContextExample/*')
global with sharing class MyRestContextExample {
@HttpGet
global static Account doGet() {
RestRequest req = RestContext.request;
RestResponse res = RestContext.response;
String accountId = req.requestURI.substring(req.requestURI.lastIndexOf('/')+1);
Account result = [SELECT Id, Name, Phone, Website FROM Account WHERE Id = :accountId];
return result;
}
}</pre>
<pre></pre>
<pre></pre>
<pre>As with the formula post this will be the start of a series where I will post more real life examples.</pre>
<pre></pre>
<pre>Stay tuned :-)</pre>
<pre></pre>
<pre></pre>
<pre></pre>
Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-84340930037749830162019-08-12T06:52:00.000-07:002019-08-12T06:52:44.103-07:00owner or user is inactive, orgId: 00DA0000000XXxx <br />
So I ran into this nasty little bugger and my approval process came to a grinding halt.<br />
<br />
For those who have never seen this before your first inclination is to research the error but this does not necessarily equal your solution.<br />
<br />
<br />
Many refer you to batch jobs, Salesforce connections and more ...the bottom line is simple though....<br />
<br />
What were you doing when you got this error?<br />
<br />
For me, it was part of my approval process, so my next step was to investigate the process.<br />
<br />
<b>Salesforce>>Set Up>>Process Automation >> Approval Processes</b><br />
<br />
I had a user which was no longer active but was still part of the process.<br />
<br />
Solution : Remove the user and my process was back on track<br />
<br />
<br />
Sidebar : Never forget that it is important to look at ...<br />
<br />
<br />
<ul>
<li>What was I doing that created the error?</li>
<li>Can I recreate it?</li>
<li>What does the error say?</li>
</ul>
<div>
<br /></div>
<div>
If this doesn't assist in resolving your issue feel free to reach out to me and we find a solution together.</div>
<div>
<br /></div>
<div>
Yours in Tech </div>
<div>
Jerome Slinger </div>
<div>
<span style="font-size: x-small;"><span class="italic_text" style="background: rgb(255, 255, 255); border: 0px; color: #555555; font-family: "PT Sans", sans-serif; font-style: italic; margin: 0px; outline: 0px; padding: 0px; text-align: center; vertical-align: baseline;">“I cannot teach anybody anything. I can only make them think.”</span><span style="background-color: white; color: #555555; font-family: "PT Sans", sans-serif; text-align: center;">― Socrates</span></span></div>
Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-83941564535587482542019-07-30T04:53:00.000-07:002019-08-28T04:54:45.392-07:00Salesforce formulas - Quick ReferenceOne should never underestimate the usefulness of the formula field.I have landed on many implementations where there was no initial data architecture taken into account....so there you are ...many questions from all over the business....and users threatening to use excel.<br />
<br />
The formula field will be your compatriot in the battle against poor reporting and the demon called excel.<br />
<br />
<br />
The simplest to start with will probably be your math operators :<br />
<br />
<table border="1" style="text-align: justify;">
<tbody>
<tr>
<td><b>Operator</b></td>
<td><b>Description</b></td>
</tr>
<tr>
<td>+ (Add) </td>
<td>Calculates the sum of two values</td>
</tr>
<tr>
<td>- (Subtract) </td>
<td>Calculates the difference of two values.</td>
</tr>
<tr>
<td>* (Multiply) </td>
<td>Multiplies its values.</td>
</tr>
<tr>
<td>/ (Divide)</td>
<td>Divides its values.</td>
</tr>
<tr>
<td>^ (Exponentiation)</td>
<td>Raises a number to a power of a specified number.
</td>
</tr>
<tr>
<td>()(Open Parenthesis
and Close
Parenthesis)</td>
<td>Specifies that the expressions within the open parenthesis and close parenthesis
are evaluated first. All other expressions are evaluated using standard operator
precedence.</td>
</tr>
<tr>
<td><br /></td><td></td></tr>
</tbody></table>
<br />
After that we can start moving into logical operators<br />
<br />
<table border="1" style="text-align: justify;"><tbody>
<tr><td><b>Operator</b></td><td><b>Description</b></td></tr>
<tr><td>= and == (Equal)
</td><td>Evaluates if two values are equivalent. The = and == operator are
interchangeable.</td></tr>
<tr><td><> and != (Not equal)</td><td>Evaluates if two values are not equivalent</td></tr>
<tr><td>* (Multiply)</td><td>Multiplies its values.</td></tr>
<tr><td>/ (Divide)</td><td>Divides its values.</td></tr>
<tr><td>^ (Exponentiation)</td><td>Raises a number to a power of a specified number.</td></tr>
<tr><td>()(Open Parenthesis and Close Parenthesis)</td><td>Specifies that the expressions within the open parenthesis and close parenthesis are evaluated first. All other expressions are evaluated using standard operator precedence.</td></tr>
</tbody></table>
<br />
I am working on more formula examples and will be posting them soon :-)<br />
<br />
Stay tunedJerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-72615743319486431172019-03-07T07:18:00.000-08:002019-03-07T07:18:39.098-08:00Salesforce and Visual Code <span style="font-family: Arial, Helvetica, sans-serif;">Greetings fellow Tech Warriors</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Over the past two years I find myself using Visual Studio Code (VSC) more and more.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">The tool has come to serve me well.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">A large part of my focus has now gone into Salesforce development , especially Salesforce lightning.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">To ensure that you are receiving the most from VSC make sure you have the right extension and preferably connect yourself to a Salesforce development environment (Its totally FREE).</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">So lets look at what to install and how to get fully connected.</span><br />
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<b><span style="font-family: Arial, Helvetica, sans-serif;">The Salesforce Snippet :</span></b><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Visual Studio Code is the go-to code editor for Salesforce developers. It's free, open-source, and available for Windows, Linux, and macOS.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">This editor has easy-to-install extensions for syntax highlighting, code completion, and more.</span><br />
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</span><img alt="Visual Studio Code’s code completion in action." class="image image-block image-center" height="207" src="https://res.cloudinary.com/hy4kyit2a/f_auto,fl_lossy,q_70/learn/projects/quick-start-lightning-web-components/set-up-visual-studio-code/images/a32038b55f875c9179b44c6239b0ceb8_auto-complete.png" style="border: 0px; box-sizing: border-box; display: block; height: auto; margin: 4px auto; max-width: 100%; vertical-align: middle;" width="624" /><span style="font-family: Arial, Helvetica, sans-serif;">
In this project, we install Visual Studio Code and the recommended Salesforce Extension Pack.
</span><br />
<ol>
<li style="box-sizing: border-box;"><span style="font-family: Arial, Helvetica, sans-serif;">Download and install the latest version of <a href="https://code.visualstudio.com/" style="background-color: transparent; box-sizing: border-box; color: #006dcc; cursor: pointer; text-decoration-line: none; transition: color 0.1s linear 0s;" target="_blank">Visual Studio Code</a> for your operating system. If you already have Visual Studio Code installed, there’s no need to reinstall it.</span></li>
<li style="box-sizing: border-box;"><span style="font-family: Arial, Helvetica, sans-serif;">Launch Visual Studio Code.</span></li>
<li style="box-sizing: border-box;"><span style="font-family: Arial, Helvetica, sans-serif;">On the left toolbar, click the <img alt="Visual Studio Code's Extension icon" class="image" src="https://res.cloudinary.com/hy4kyit2a/f_auto,fl_lossy,q_70/learn/projects/quick-start-lightning-web-components/set-up-visual-studio-code/images/a0837f9cf7dc0860e92aea92a3cf7269_extensions-icon.png" style="border: 0px; box-sizing: border-box; height: 24.1579px; margin-bottom: 1rem; max-width: 100%; vertical-align: middle; width: 27px;" /> Extensions icon.</span></li>
<li style="box-sizing: border-box;"><span style="font-family: Arial, Helvetica, sans-serif;">Search for Salesforce Extension Pack and click <span style="box-sizing: border-box; font-weight: 700;">Install</span>. If you already have it installed, then you just need to click on the <span style="box-sizing: border-box; font-weight: 700;">Reload</span> button. </span></li>
</ol>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Let's not forget another fan favorite :</span></div>
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<h2>
<span style="font-family: Arial, Helvetica, sans-serif; font-size: small;">
Salesforce CLI</span></h2>
</div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;">Like many other programming languages and models, Salesforce includes a command-line interface (CLI). If you’ve ever used npm, yarn, gradle, or maven, Salesforce CLI will seem familiar to you—just tailor-made for Salesforce development tasks (and if those acronyms look like alphabet soup to you, that’s fine, too).</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;">Salesforce CLI allows you to interact with your Salesforce environments in many ways, like retrieving or pushing code or interacting with data. The CLI consists of several <em style="box-sizing: border-box;">plugins</em>. These plugins provide important specific functionality. </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">For example, the <em style="box-sizing: border-box;">salesforcedx</em> plugin provides the ability to interact with Salesforce orgs and their data.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;">If you already have Salesforce CLI installed, you can skip this section.</span></div>
<ol>
<li style="box-sizing: border-box;"><span style="font-family: Arial, Helvetica, sans-serif;">Download Salesforce CLI using the appropriate link for your operating system:</span><table class="featureTable sort_table" style="border-collapse: collapse; border-spacing: 0px; box-sizing: border-box; color: #1e1e1c; margin-bottom: 2rem; width: 880px;"><tbody class="tbody" style="box-sizing: border-box;">
<tr style="box-sizing: border-box;"><td style="background-color: white; border-bottom: 1px solid rgb(222, 222, 222); border-left: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); box-sizing: border-box; padding: 1rem; vertical-align: top;"><span style="font-family: Arial, Helvetica, sans-serif;">Operating System </span></td><td style="background-color: white; border-bottom: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); box-sizing: border-box; padding: 1rem; vertical-align: top;"><span style="font-family: Arial, Helvetica, sans-serif;">Link to Installer </span></td></tr>
<tr style="box-sizing: border-box;"><td style="background-color: white; border-bottom: 1px solid rgb(222, 222, 222); border-left: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); box-sizing: border-box; padding: 1rem; vertical-align: top;"><span style="font-family: Arial, Helvetica, sans-serif;">macOS </span></td><td style="background-color: white; border-bottom: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); box-sizing: border-box; padding: 1rem; vertical-align: top;"><span style="font-family: Arial, Helvetica, sans-serif;"><a href="https://sfdc.co/sfdx_cli_osx" style="background-color: transparent; box-sizing: border-box; color: #006dcc; cursor: pointer; text-decoration-line: none; transition: color 0.1s linear 0s;" target="_blank">https://sfdc.co/sfdx_cli_osx</a> </span></td></tr>
<tr style="box-sizing: border-box;"><td style="background-color: white; border-bottom: 1px solid rgb(222, 222, 222); border-left: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); box-sizing: border-box; padding: 1rem; vertical-align: top;"><span style="font-family: Arial, Helvetica, sans-serif;">Windows 32-bit </span></td><td style="background-color: white; border-bottom: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); box-sizing: border-box; padding: 1rem; vertical-align: top;"><span style="font-family: Arial, Helvetica, sans-serif;"><a href="https://sfdc.co/sfdx_cli_win" style="background-color: transparent; box-sizing: border-box; color: #006dcc; cursor: pointer; text-decoration-line: none; transition: color 0.1s linear 0s;" target="_blank">https://sfdc.co/sfdx_cli_win</a> </span></td></tr>
<tr style="box-sizing: border-box;"><td style="background-color: white; border-bottom: 1px solid rgb(222, 222, 222); border-left: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); box-sizing: border-box; padding: 1rem; vertical-align: top;"><span style="font-family: Arial, Helvetica, sans-serif;">Windows 64-bit </span></td><td style="background-color: white; border-bottom: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); box-sizing: border-box; padding: 1rem; vertical-align: top;"><span style="font-family: Arial, Helvetica, sans-serif;"><a href="https://sfdc.co/sfdx_cli_win64" style="background-color: transparent; box-sizing: border-box; color: #006dcc; cursor: pointer; text-decoration-line: none; transition: color 0.1s linear 0s;" target="_blank">https://sfdc.co/sfdx_cli_win64</a> </span></td></tr>
<tr style="box-sizing: border-box;"><td style="background-color: white; border-bottom: 1px solid rgb(222, 222, 222); border-left: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); box-sizing: border-box; padding: 1rem; vertical-align: top;"><span style="font-family: Arial, Helvetica, sans-serif;">Debian/Ubuntu 64 </span></td><td style="background-color: white; border-bottom: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); box-sizing: border-box; padding: 1rem; vertical-align: top;"><a href="https://sfdc.co/sfdx_cli_linux" style="background-color: transparent; box-sizing: border-box; color: #006dcc; cursor: pointer; text-decoration-line: none; transition: color 0.1s linear 0s;" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">https://sfdc.co/sfdx_cli_linux</span></a><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Download the archive from one of the URLs in the manifest, extract the archive, then run the ./install script. </span></td></tr>
<tr style="box-sizing: border-box;"><td style="background-color: white; border-bottom: 1px solid rgb(222, 222, 222); border-left: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); box-sizing: border-box; padding: 1rem; vertical-align: top;"><span style="font-family: Arial, Helvetica, sans-serif;">Debian/Ubuntu x86 </span></td><td style="background-color: white; border-bottom: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); box-sizing: border-box; padding: 1rem; vertical-align: top;"><a href="https://sfdc.co/sfdx_cli_linux_x86" style="background-color: transparent; box-sizing: border-box; color: #006dcc; cursor: pointer; text-decoration-line: none; transition: color 0.1s linear 0s;" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">https://sfdc.co/sfdx_cli_linux_x86</span></a><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Download the archive from one of the URLs in the manifest, extract the archive, then run the ./install script. </span></td></tr>
</tbody></table>
</li>
<li style="box-sizing: border-box;"><span style="font-family: Arial, Helvetica, sans-serif;">Run the downloaded installer.</span></li>
<li style="box-sizing: border-box;"><span style="font-family: Arial, Helvetica, sans-serif;">After the installation, open a command line prompt, such as cmd on Windows or Linux or Terminal on macOS.</span></li>
<li style="box-sizing: border-box;"><span style="font-family: Arial, Helvetica, sans-serif;">Run this command to confirm the correct installation: <br style="box-sizing: border-box;" /><code style="background-color: #f7f7f9; border-radius: 3px; border: 1px solid rgb(225, 225, 232); box-sizing: border-box; color: #dd1144; padding: 2px 4px;">sfdx plugins --core</code> </span></li>
<li style="box-sizing: border-box;"><span style="font-family: Arial, Helvetica, sans-serif;">You should see something like:</span></li>
</ol>
<div>
<img alt="Terminal output of Salesforce CLI plugins." class="image image-block image-center" height="308" src="https://res.cloudinary.com/hy4kyit2a/f_auto,fl_lossy,q_70/learn/projects/set-up-your-lightning-web-components-developer-tools/install-development-tools/images/2c0baec861c6ca36e28f3b3cb6ad7153_cjqp-942-lw-00-bn-0-zdazi-1-eb-8-xn.png" style="border: 0px; box-sizing: border-box; display: block; height: auto; margin: 4px auto; max-width: 100%; vertical-align: middle;" width="613" /></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">The <em style="box-sizing: border-box;">salesforcedx</em> plugin should be listed as version 45.x.x or higher.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;">You’re all set with Salesforce CLI! That was easy, wasn’t it? </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
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Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-75551395355382563282019-02-07T02:41:00.000-08:002019-02-07T02:41:22.645-08:00Salesforce Glossary <div style="border: 0px; box-sizing: border-box; color: #333333; font-family: "Salesforce Sans", Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; vertical-align: baseline;">
<h2 class="slds-text-heading_medium slds-p-top_small" id="A" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
A</h2>
<div style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; margin-bottom: 0.75rem; padding: 0px; vertical-align: baseline;">
This glossary defines terms that appear throughout the Salesforce documentation suite.</div>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="account" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Account</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e204-d270235e215" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e204-d270235e215" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>An <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">account</dfn> is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="account_assignment_rule" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Account Assignment Rule</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A rule that automatically assigns accounts to territories, based on criteria you define.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="account_team" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Account Team</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An account team is a team of users that work together on an account. For example, an account team may include an executive sponsor, dedicated support agent, or project manager.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="activity" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e210-d270235e245" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e210-d270235e245" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Activity</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An event, a task, a call you've logged, or an email you've sent. You can relate an activity to other records, such as an account, a lead, an opportunity, or a case. In an org with Shared Activities enabled, you can relate an activity to multiple contacts. Tasks can also be generated by workflow rules and approval processes configured by a Salesforce admin.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="administrator" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e212-d270235e267" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e212-d270235e267" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Administrator (System Administrator)</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">One or more individuals in your organization who can configure and customize the application. Users assigned to the System Administrator profile have administrator privileges.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Amount Without Adjustments</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Applies to Collaborative Forecasts. <span id="d270196e215-d270235e362" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e215-d270235e362" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The sum of a person’s owned revenue opportunities and the person's subordinates’ opportunities, without adjustments. Subordinates include everyone reporting up to a person in the forecast hierarchy. This amount is visible only on reports.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Amount Without Manager Adjustment</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Applies to Collaborative Forecasts. <span id="d270196e217-d270235e373" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e217-d270235e373" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The forecast number as seen by the forecast owner. This is the sum of the owner’s revenue opportunities and the owner’s subordinates’ opportunities, including adjustments made by the forecast owner on the owner's or subordinates’ forecasts. It doesn’t include adjustments made by forecast managers above the owner in the forecast hierarchy.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Answers</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e219-d270235e476" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e219-d270235e476" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Answers is a feature of the Community application that enables users to ask questions and have community members post replies. Community members can then vote on the helpfulness of each reply, and the person who asked the question can mark one reply as the best answer.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="apex" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Apex</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e221-d270235e501" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e221-d270235e501" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the Lightning platform server in conjunction with calls to the Lightning Platform API. Using syntax that looks like Java and acts like database stored procedures, Apex enables developers to add business logic to most system events, including button clicks, related record updates, and Visualforce pages. Apex code can be initiated by Web service requests and from triggers on objects.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e223-d270235e403" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e223-d270235e403" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Apex Connector Framework</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The Apex Connector Framework is a set of classes and methods in the DataSource namespace for creating a custom adapter for Salesforce Connect. Create a custom adapter to connect to data that’s stored outside your Salesforce org when the other available Salesforce Connect adapters aren’t suitable for your needs.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="app" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e225-d270235e550" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e225-d270235e550" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>App</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Short for “application.” A <span id="d270196e225-d270235e555" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e225-d270235e555" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>collection of components such as tabs, reports, dashboards, and Visualforce pages that address a specific business need. Salesforce provides standard apps such as Sales and Service. You can customize the standard apps to match the way you work. In addition, you can package an app and upload it to the AppExchange along with related components such as custom fields, custom tabs, and custom objects. Then, you can make the app available to other Salesforce users from the AppExchange.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="Multiforce" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>App Menu</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">See App Menu.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="appexchange_directory" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>AppExchange</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The <span id="d270196e230-d270235e589" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e230-d270235e589" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>AppExchange is a sharing interface from Salesforce that allows you to browse and share apps and services for the Lightning Platform.</span></dd>
<dt id="d270196e232-d270235e653" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e232-d270235e653" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><a href="https://www.blogger.com/null" name="approval_action" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Approval Action</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">See Automated Actions.</dd>
<dt id="d270196e234-d270235e662" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e234-d270235e662" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><a href="https://www.blogger.com/null" name="approval_process" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Approval Process</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e234-d270235e666" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e234-d270235e666" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including who to request approval from and what to do at each point of the process.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="article" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Article</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e236-d270235e735" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e236-d270235e735" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Articles</dfn> capture information about your company's products and services that you want to make available in your knowledge base.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Article Manager</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Salesforce uses the term <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">article manager</dfn> to represent a specific type of user. Article managers can access the Article Management tab to create, edit, assign, publish, archive, and delete articles. Article managers are sometimes referred to as knowledge managers. Article managers require the “Manage Articles” user permission. The Article Management tab is not visible to users without “Manage Articles.”</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="Article_Type" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Article Type</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e241-d270235e760" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e241-d270235e760" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>All articles in Salesforce Knowledge are assigned to an <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">article type</dfn>. An article's type determines the type of content it contains, its appearance, and which users can access it. For example, a simple FAQ article type can have two custom fields, <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Question</samp> and <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Answer</samp>, where article managers enter data when creating or updating FAQ articles. A more complex article type can have dozens of fields organized into several sections. Using layouts and templates, administrators can structure the article type in the most effective way for its particular content. User access to article types is controlled by permissions. For each article type, an administrator can grant “Create,” “Read,” “Edit,” or “Delete” permissions to users. For example, the article manager can allow internal users to read, create, and edit FAQ article types, but let partner users only read FAQs.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="asset" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Asset</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">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 competitor’s products that the customer uses.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="assignment" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Assignment</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e245-d270235e822" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e245-d270235e822" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>An assignment is a draft article that has been assigned to another user for editing. Assignments can contain brief instructions and a due date.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e247-d270235e4488" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e247-d270235e4488" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>@Mention</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e247-d270235e4492" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e247-d270235e4492" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>An @mention (or at mention) is the @ symbol followed by a person’s or group’s name, for example, <span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">@Bob Smith</span> or<span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">@DocTeam</span>. You can @mention people in Chatter posts and comments. When you @mention someone, the @mention links to their profile, the post or comment displays in their feed, and they are emailed a notification.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="auto_response_rules" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Auto-Response Rule</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A set of conditions for sending automatic email responses to case or lead submissions based on the attributes of the submitted record. Applicable cases include those submitted through a Self-Service portal, a Customer Portal, a Web-to-Case form, an Email-to-Case message, or an On-Demand Email-to-Case message. Applicable leads include those captured through a Web-to-Lead form.</dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="B" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="B" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>B</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="best_case_amount" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Best Case Amount</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Revenue projection in a forecast that identifies total “possible” revenue for a specific month or quarter. For managers, equals the total amount of revenue they and their entire team can possibly generate.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Best Answer</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">When a member of an answers community asks a question and other community members post a reply, the asker can mark one of the replies as the best answer. The best answer then appears directly under the question (above the other replies). Identifying the best answer helps other community members with the same question quickly find the most relevant, useful information.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="blank_lookup" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Blank lookup</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A lookup that is performed when the lookup field dialog does not have a search term.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Bucketing</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A tool in the report builder that lets users categorize report records by field, without having to create a formula or a custom field.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="business_account" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Business Account</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A company or organization that you want to track.</dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="C" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="C" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>C</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="campaign" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Campaign</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A marketing initiative, such as an advertisement, direct mail, or conference, that you conduct in order to generate prospects and build brand awareness.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="campaign_hierarchy" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Campaign Hierarchy</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A set of up to five campaigns organized into a hierarchy. A parent campaign can have several child campaigns, but a child campaign can have only one parent.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="campaign_member" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Campaign Member</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Any lead or contact associated with a campaign.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="campaign_roi" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Campaign ROI (Return On Investment)</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The campaign ROI is the return on your marketing investment. Use the Campaign ROI Analysis Report to analyze the ROI. The ROI is calculated as the net gain (<code style="border-radius: 4px; border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; padding: 2px 4px; vertical-align: baseline;"><samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Total Value Won Opps</samp> - <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Actual Cost</samp></code>) divided by the <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Actual Cost</samp>. The ROI result is expressed as a percentage.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="case" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Case</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Detailed description of a customer’s feedback, problem, or question. Used to track and solve your customers’ issues.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="category" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Category, Solutions</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A label you can apply to a solution to group similar solutions together. Solution categories help customer support representatives find solutions faster when solving cases. If you use the Self-Service portal or public solutions, your customers can browse solutions by category to find what they need. See also Parent Category.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="idea_category" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Category, Ideas</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e292-d270235e1134" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e292-d270235e1134" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Categories are administrator-defined values that help organize ideas into logical sub-groups within a zone. The View Category drop-down list on the Ideas tab allows users to filter ideas by category, and the <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Categories</samp> picklist on the Post Ideas page lets users add categories to their ideas.</span> For example, if your ideas zone has the focus “Improvements to our clothing line,” then you might set up categories such as “Shirts,” “Jackets,” and “Slacks.” Each organization has one common set of categories that can be added or removed from each zone. <span id="d270196e292-d270235e1140" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e292-d270235e1140" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>An administrator defines separate categories for their ideas and answers zones.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="knowledge_category" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Category, Knowledge and Answers</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">See Data Category for Answers and Data Category for Articles.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Category Group for Answers</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e296-d270235e1175" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e296-d270235e1175" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>In an answers zone, a <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">category group</dfn> provides one or more categories that help organize questions for easy browsing. If the category group contains a hierarchy, only the first-level categories display on the Answers tab. For example, if you're a computer manufacturer you might create a Products category group for your Products zone that has four categories: Performance Laptops, Portable Laptops, Gaming Desktops, and Enterprise Desktops. Zone members can choose one of the categories to assign to a question.</span> Administrators create the category group and categories and then associate the category group with their answers zone.An administrator defines separate categories for their ideas and answers zones.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="knowledge_categorygroup" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Category Group for Articles</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e298-d270235e1192" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e298-d270235e1192" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>In Salesforce Knowledge, a <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">category group</dfn> organizes data categories into a logical hierarchy. For example, to classify articles by sales regions and business units, create two category groups, Sales Regions and Business Units. The Sales Regions category group could consist of a geographical hierarchy, such as All Sales Regions as the top level, North America, Europe, and Asia at the second level, and so on up to five levels. When creating articles, authors assign the relevant categories to the article. End users searching for articles can search and filter by category.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="Channel" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Channel</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A channel refers to the medium by which an article is available. Salesforce Knowledge offers four channels where you can make articles available.<a href="https://www.blogger.com/null" name="d270196e300-d270235e1206" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><ul id="d270196e300-d270235e1206" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; list-style-image: initial; list-style-position: initial; margin: 0px 0px 0px 1.5rem; padding: 0px; vertical-align: baseline;">
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Internal App: Salesforce users can access articles in the Articles tab depending on their role visibility.</li>
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Customer: Customers can access articles if the Articles tab is available in a community or Customer Portal. Customer users inherit the role visibility of the manager on the account. In a community, the article is only available to users with Customer Community or Customer Community Plus licenses.</li>
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Partner: Partners can access articles if the Articles tab is available in a community or partner portal. Partner users inherit the role visibility of the manager on the account. In a community, the article is only available to users with Partner Community licenses.</li>
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Public Knowledge Base: Articles can be made available to anonymous users by creating a public knowledge base using the <em style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Sample Public Knowledge Base for Salesforce Knowledge</em> app from the AppExchange. Creating a public knowledge base requires Sites and Visualforce.</li>
</ul>
</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Channel Manager</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e303-d270235e1231" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e303-d270235e1231" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Channel managers are the internal users that manage your partners.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Chatter Answers</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e305-d270235e1272" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e305-d270235e1272" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Chatter Answers is a self-service support community where users can post questions and receive answers and comments from other users or your support agents.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e307-d270235e1299" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e307-d270235e1299" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Chatter Feed</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A list of recent activities in Salesforce. Chatter feeds display:<ul style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; list-style-image: initial; list-style-position: initial; margin: 0px 0px 0px 1.5rem; padding: 0px; vertical-align: baseline;">
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">On the Chatter or Home tab, where you can see your posts, posts from people you follow, and updates to records you follow, and posts to groups you're a member of</li>
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">On profiles, where you can see posts made by the person whose profile you're viewing</li>
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">On records, where you can see updates to the record you're viewing</li>
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">On Chatter groups, where you can see posts to the group you're viewing</li>
</ul>
</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e309-d270235e1323" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e309-d270235e1323" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Chatter Group</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Chatter groups let you share information with specific people. For example, if you're working on a project and want to share information only with your team members, you can create a Chatter group for your team. Chatter groups include a list of members, a Chatter feed, and a photo. You can create the following types of Chatter groups:<ul style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; list-style-image: initial; list-style-position: initial; margin: 0px 0px 0px 1.5rem; padding: 0px; vertical-align: baseline;">
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Public: Only group members can post, but anyone can see the posts and join the public group.</li>
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Private: Only group members can post and see the posts. The group's owner or managers must add members.</li>
</ul>
</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Combination Chart</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A combination chart plots multiple sets of data on a single chart. Each set of data is based on a different field, so values are easy to compare. You can also combine certain chart types to present data in different ways on a single chart.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Connection (for Salesforce to Salesforce)</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A business partner that you invite to share data using Salesforce to Salesforce.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="community" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Community</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e316-d270235e1488" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e316-d270235e1488" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Communities are customizable public or private spaces for employees, end-customers, and partners to collaborate on best practices and business processes.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Community Application</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e318-d270235e1498" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e318-d270235e1498" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The Community application includes the ideas and answers features</span>. The Community app is available in the app menu.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="community_expert" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Community Expert</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e320-d270235e1509" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e320-d270235e1509" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A community expert is a member of the community who speaks credibly and authoritatively on behalf of your organization. When community experts post comments or ideas, a unique icon (<span style="border: 0px; box-sizing: border-box; display: inline-block; margin: 0px; padding: 0px; vertical-align: text-bottom;"><img alt="Community Expert Icon" src="https://resources.help.salesforce.com/images/4b261fdf2ecd2df2ec3e3833bd95d5cc.png" style="border: 0px; box-sizing: border-box; height: auto; margin: 0px; max-width: 100%; padding: 0px; vertical-align: middle;" /></span>) displays next to their name. The Salesforce administrator can designate as many community experts as necessary.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="commit_amount" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Commit Amount</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Amount entered in a forecast that an individual salesperson is reasonably confident of closing in a particular month or quarter. For managers, this should equal the amount that they and their team can confidently close.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="competitors" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Competitor</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Related list that displays competitor names, strengths, and weaknesses entered for a specific opportunity.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="computer_telephony_integration" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Computer-Telephony Integration (CTI)</dt>
<dd id="d270196e326-d270235e1579" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e326-d270235e1579" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The linkage between a telephone system and a computer that facilitates incoming- and outgoing-call handling and control.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="connect_office" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Connect for Office</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Product that integrates Salesforce with Microsoft® Word and Excel.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="connect_outlook" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Connect for Outlook</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Connect for Outlook is retired. The product was our legacy sync add-in for Microsoft® Outlook® 2007 and earlier.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="connect_offline" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Connect Offline</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Product that allows salespeople to use Salesforce to update their data remotely, anywhere, anytime—totally unplugged.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Connected User</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">When using the cross-org adapter for Salesforce Connect, the connected user is the user in the provider org whose credentials are used by the subscriber org to log in to the provider org. The connected user's access to data in the provider org affects which data can be accessed from within the subscriber org.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="console" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e337-d270235e1656" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e337-d270235e1656" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Console Tab</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A tab containing the Agent console, which combines related records into one screen with different frames so that users can view and edit information all in one place.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="contact" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Contact</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e339-d270235e1680" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e339-d270235e1680" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Contacts</dfn> are the individuals associated with your accounts.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Contact Manager Edition</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A Salesforce edition designed for small businesses that provides access to key contact management features.</dd></dl>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="contact_role" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Contact Role</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The role that a contact plays in a specific account, contract, or opportunity, such as “Decision Maker” or “Evaluator.” You can mark one contact as the “primary” contact for the account, contract, or opportunity. A contact can have different roles in various accounts, contract, or opportunities.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="content_delivery" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Content Delivery</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A file that has been converted into an optimized online format for distributions to leads, contacts, and colleagues.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="content_pack" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Content Pack</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A collection of related documents or files that are stored as a group in Salesforce CRM Content.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="contract" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Contract</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e353-d270235e1729" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e353-d270235e1729" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">contract</dfn> is an agreement defining the terms of business between parties.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Contract Line Item</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e355-d270235e1751" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e355-d270235e1751" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Contract line items are specific products covered by a service contract.</span> They only display to users on the Contract Line Items related list on service contracts, not contracts.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="controlling_fields" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Controlling Field</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Any standard or custom picklist or checkbox field whose values control the available values in one or more corresponding dependent fields.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="convert" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Convert</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Button or link that allows you to change a qualified lead into an account, contact, and, optionally, an opportunity. Information from the lead fields is transferred into the appropriate account, contact, and opportunity fields.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="CTIadapter" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>CTI Adapter</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A <span id="d270196e362-d270235e1829" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e362-d270235e1829" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>lightweight software program that controls the appearance and behavior of a Salesforce softphone. The adapter acts as an intermediary between a third-party computer telephony integration (CTI) system, Salesforce, and a Salesforce CRM Call Center user. It must be installed on any machine that needs access to Salesforce CRM Call Center functionality.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Custom Console Component</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A Visualforce page added to a Salesforce console by an administrator to customize, integrate, or extend the capabilities of the console.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="custom_fields" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Custom Field</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A field that can be added in addition to the standard fields to customize Salesforce for your organization’s needs.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="custom_help" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Custom Help</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Custom text administrators create to provide users with on-screen information specific to a standard field, custom field, or custom object.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="custom_links" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e371-d270235e1915" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e371-d270235e1915" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Custom Links</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e371-d270235e1919" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e371-d270235e1919" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e371-d270235e1920" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e371-d270235e1920" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Custom links are URLs defined by administrators to integrate your Salesforce data with external websites and back-office systems.</span> Formerly known as Web links.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="custom_objects" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Custom Object</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Custom records that allow you to store information unique to your organization.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="custom_report_types" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Custom Report Type</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">See Report Type.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="custom_s-control" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Custom S-Control</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium" style="background-color: #f3f2f2; border-radius: 0.25rem; border: 1px solid rgb(221, 219, 218); box-sizing: border-box; margin: 1rem 0px; padding: 0.5rem; vertical-align: baseline;">
<div class="slds-media slds-media_responsive" style="align-items: flex-start; border: 0px; box-sizing: border-box; display: flex; margin: 0px; padding: 0px; vertical-align: baseline;">
<div class="slds-media__figure" style="border: 0px; box-sizing: border-box; flex-shrink: 0; margin: 0px 0.75rem 0px 0px; padding: 0px; vertical-align: baseline;">
<span class="slds-icon_container slds-icon_container_circle slds-icon-note-note" style="border-radius: 50%; border: 0px; box-sizing: border-box; display: inline-block; margin: 0px; padding: 0.5rem; vertical-align: baseline;"><img alt="Note" src="https://resources.help.salesforce.com/images/9999d773bec62031a7926ed9be8b18f9.png" style="border: 0px; box-sizing: border-box; height: auto; margin: 0px; max-width: 100%; padding: 0px; vertical-align: middle;" /></span></div>
<div class="slds-media__body" style="border: 0px; box-sizing: border-box; flex: 1 1 0%; font-size: 0.8125rem; margin: 0px; min-width: 0px; padding: 0.5rem 0px; vertical-align: baseline;">
<span class="slds-text-title_caps" style="border: 0px; box-sizing: border-box; color: #706e6b; font-size: 0.75rem; letter-spacing: 0.0625rem; line-height: 1.25; margin: 0px; padding: 0px; text-transform: uppercase; vertical-align: baseline;">NOTE</span> 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-controls will remain unaffected, and can still be edited.</div>
</div>
</div>
Custom Web content for use in custom links. Custom s-controls can contain any type of content that you can display in a browser, for example a Java applet, an Active-X control, an Excel file, or a custom HTML Web form.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="customizable_forecasting" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Customizable Forecasting</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A revised forecasting module that allows organizations to customize forecasts for their organization’s business process.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="custom_view" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Custom View</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A display feature that lets you see a specific set of records for a particular object.</dd></dl>
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<div style="border: 0px; box-sizing: border-box; color: #333333; font-family: "Salesforce Sans", Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; vertical-align: baseline;">
<h2 class="slds-text-heading_medium slds-p-top_small" id="D" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="D" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>D</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="dashboard" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Dashboard</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e392-d270235e2019" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e392-d270235e2019" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e392-d270235e2020" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e392-d270235e2020" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">dashboard</dfn> shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages.</span> <span id="d270196e392-d270235e2026" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e392-d270235e2026" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The components provide a snapshot of key metrics and performance indicators for your organization.</span> <span id="d270196e392-d270235e2029" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e392-d270235e2029" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Each dashboard can have up to 20 components.</span></span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="dashboard_builder" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Dashboard Builder</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e394-d270235e2039" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e394-d270235e2039" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Dashboard builder</dfn> is a drag-and-drop interface for creating and modifying dashboards.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e396-d270235e2059" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e396-d270235e2059" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Data Category for Answers</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e396-d270235e2063" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e396-d270235e2063" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>On the Answers tab, <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">data categories</dfn> allow users to classify questions in an answers zone. For example, if you have a zone for hardware products, your data categories may include laptops, desktops, and printers. Zone members can quickly browse within a specific category to find answers to their questions. Administrators can use data categories to control access to questions.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e398-d270235e2073" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e398-d270235e2073" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Data Category for Articles</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e398-d270235e2077" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e398-d270235e2077" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>In Salesforce Knowledge, <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">data categories</dfn> are a set of criteria organized hierarchically into category groups. Articles in the knowledge base can be classified according to multiple categories that make it easy for users to find the articles they need. For example, to classify articles by sales regions and business units, create two category groups, Sales Regions and Business Units. The Sales Regions category group could consist of a geographical hierarchy, such as All Sales Regions as the top level, North America, Europe, and Asia at the second level, and so on up to five levels. Authors assign categories to articles. Administrators can use data categories to control access to articles.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Database.com</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Database.com is an enterprise cloud database from Salesforce.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="dated_exchange_rates" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Dated Exchange Rates</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Dated exchange rates allow you to map a currency conversion rate to a specific date range. For example, the exchange rate on January 1 was 1 USD to 1.39 AUD, but on February 1, it changed to 1 USD to 1.42 AUD. Your opportunities that closed between January 1 and February 1 use the first exchange rate (1 = 1.39), while opportunities that closed after February 1 used the second exchange rate (1 = 1.42).</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="demote" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Demote</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e405-d270235e2235" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e405-d270235e2235" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>If you dislike an idea, you can click <span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">demote</span> to subtract 10 points from its overall score and decrease the idea's overall popularity ranking. You cannot demote the same idea more than once, and after you demote an idea you cannot promote it. An idea can have negative overall points if more users demote the idea than promote it.</span></dd>
<dt id="d270196e407-d270235e2254" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e407-d270235e2254" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><a href="https://www.blogger.com/null" name="dependent_field" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e407-d270235e2255" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e407-d270235e2255" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Dependent Field</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Any custom picklist or multi-select picklist field that displays available values based on the value selected in its corresponding controlling field.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="detail" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Detail</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A page that displays information about a single object record. The detail page of a record allows you to view the information, whereas the edit page allows you to modify it.</dd><dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A term used in reports to distinguish between summary information and inclusion of all column data for all information in a report. You can toggle the <span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Show Details</span>/<span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Hide Details</span> button to view and hide report detail information.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="detail_view" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Detail View</dt>
<dd id="d270196e411-d270235e2321" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e411-d270235e2321" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The Agent console's center frame, which is the detail page view of any record selected from any of the console’s other frames. The detail view displays the same page layouts defined for the object’s detail pages. When a record is displayed in the detail view, it is highlighted in the list view.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="developer_edition" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Developer Edition</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A free, fully-functional Salesforce organization designed for developers to extend, integrate, and develop with the Lightning Platform. Developer Edition accounts are available on <a href="http://developer.salesforce.com/" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; text-decoration-line: none; transition: color 0.1s linear 0s; vertical-align: baseline;" target="_blank" title="HTML (New Window)">developer.salesforce.com</a>.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="config_only_sandbox" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e416-d270235e2367" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e416-d270235e2367" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e416-d270235e2368" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e416-d270235e2368" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Developer Pro</span> Sandbox</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e416-d270235e2373" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e416-d270235e2373" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Developer Pro sandboxes copy customization (metadata), but don't copy production data, into a separate environment for coding and testing. Developer Pro has more storage than a Developer sandbox. It includes a number of Developer sandboxes, depending on the edition of your production organization.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="dev_sandbox" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e418-d270235e2353" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e418-d270235e2353" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e418-d270235e2354" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e418-d270235e2354" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Developer</span> Sandbox</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e418-d270235e2359" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e418-d270235e2359" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Developer sandboxes copy customization (metadata), but don't copy production data, into a separate environment for coding and testing.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="document_library" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Document Library</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A place to store documents without attaching them to accounts, contacts, opportunities, or other records.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="Draft_Article" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Draft Article</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Draft articles are in-progress articles that have not been published, which means they are not visible on the Articles tab (in any channel) or in a public knowledge base. Article managers can access draft articles on the Article Management tab by clicking the <span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Articles</span> tab in the View area and choosing <span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Draft Articles</span>. <span id="d270196e422-d270235e2462" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e422-d270235e2462" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>You can filter draft articles by those assigned to you or those assign to anyone (all draft articles for your organization).</span> Draft articles can be assigned to any user involved in the editorial work.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Draft Translation</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Draft translations are in-progress translations of articles into multiple languages. They have not been published, which means they are not visible on the Articles tab (in any channel) or in a public knowledge base. Article managers can access draft translations on the Articles Management tab by clicking the <span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Translations</span> tab in the View area and choosing <span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Draft Translations</span>. <span id="d270196e424-d270235e2480" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e424-d270235e2480" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>You can filter draft translations by those assigned to you, those assigned to a translation queue, or those assigned to anyone (all draft translations in your organization).</span> Translations can be assigned to any user who can publish Salesforce Knowledge articles.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="dynamic_dashboard" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Dynamic Dashboard</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e426-d270235e2494" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e426-d270235e2494" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">dynamic dashboard</dfn> runs using the security settings of the user viewing the dashboard. Each user sees the dashboard according to his or her own access level. This approach helps administrators share one common set of dashboard components to users with different levels of access.</span></dd></dl>
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<div style="border: 0px; box-sizing: border-box; color: #333333; font-family: "Salesforce Sans", Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; vertical-align: baseline;">
<h2 class="slds-text-heading_medium slds-p-top_small" id="E" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="E" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>E</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt id="d270196e438-d270235e2527" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e438-d270235e2527" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><a href="https://www.blogger.com/null" name="email_alert" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Email Alert</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e438-d270235e2531" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e438-d270235e2531" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Email alerts are actions that send emails, using a specified email template, to specified recipients.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="email_template" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Email Template</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A form email that communicates a standard message, such as a welcome letter to new employees or an acknowledgement that a customer service request has been received. Email templates can be personalized with merge fields, and can be written in text, HTML, or custom format.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="enterprise_edition" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Enterprise Edition</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A Salesforce edition designed for larger, more complex businesses.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Entitlement</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e444-d270235e2646" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e444-d270235e2646" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Entitlements help you determine if your customers are eligible for customer support so you can create cases for them. A customer can be eligible for support based on a particular asset, account, or service contract.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Entitlement Contact</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e446-d270235e2656" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e446-d270235e2656" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Entitlement contacts are contacts specified to receive customer support—for example, a named caller.</span> They're listed on an entitlement's Contacts related list or the contact's Entitlements related list. Entitlement contacts don't have page layouts, search layouts, buttons, links, or record types.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Entitlement Process</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e449-d270235e2667" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e449-d270235e2667" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Entitlement processes are timelines that include all of the steps (milestones) that your support team must complete to resolve cases. Each process includes the logic necessary to determine how to enforce the correct service level for your customers.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Entitlement Template</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e451-d270235e2678" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e451-d270235e2678" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Entitlement templates are predefined terms of customer support that you can quickly add to products. For example, you can create entitlement templates for Web or phone support so that users can easily add entitlements to products offered to customers.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e453-d270235e2736" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e453-d270235e2736" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>External Data Source</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e453-d270235e2740" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e453-d270235e2740" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>An external data source specifies how to access an external system. Salesforce Connect uses external data sources to access data that's stored outside your Salesforce organization. Files Connect uses external data sources to access third-party content systems. External data sources have associated external objects, which your users and the Lightning Platform use to interact with the external data and content.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e455-d270235e2747" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e455-d270235e2747" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>External Lookup Relationship</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e455-d270235e2751" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e455-d270235e2751" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e455-d270235e2752" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e455-d270235e2752" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>An external lookup relationship links a child standard, custom, or external object to a parent external object.</span> When you create an external lookup relationship field, the standard External ID field on the parent external object is matched against the values of the child’s external lookup relationship field. External object field values come from an external data source.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e457-d270235e2760" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e457-d270235e2760" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>External Object</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e457-d270235e2764" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e457-d270235e2764" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>External objects behave similarly to custom objects, except that they map to data that’s stored outside your Salesforce org.</span> Each external object maps to a data table in a defined external data source, and each external object field maps to a table column. Users and the Lightning Platform use external objects to interact with the external data.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">External User</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e459-d270235e2775" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e459-d270235e2775" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>External users are users with Community, Customer Portal, or partner portal licenses.</span></dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="F" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="F" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>F</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Feed Attachment, Chatter</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A feed attachment is a file or link that is attached to a post in a Chatter feed.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Feed Filter, Chatter</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e472-d270235e2822" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e472-d270235e2822" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Feed filters</dfn> display a subset of posts in your Chatter feed<span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"> on the Chatter tab</span>.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Feed Tracking, Chatter</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">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 object type. Enabling fields for feed tracking allows users to see updates on the Chatter feed when those fields are changed on records they follow.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="field-level_help" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Field-Level Help</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e476-d270235e2856" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e476-d270235e2856" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Custom help text that you can provide for any standard or custom field. It displays when users hover a mouse over the help icon adjacent to that field.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="field-level_security" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e478-d270235e2863" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e478-d270235e2863" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Field-Level Security</span></dt>
<dd id="d270196e478-d270235e2866" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e478-d270235e2866" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Settings that determine whether fields are hidden, visible, read only, or editable for users. Available in Professional, Enterprise, Unlimited, Performance, and Developer Editions.</dd>
<dt id="d270196e481-d270235e2882" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e481-d270235e2882" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Field Sets</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e481-d270235e2886" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e481-d270235e2886" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e481-d270235e2887" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e481-d270235e2887" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title.</span> <span id="d270196e481-d270235e2890" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e481-d270235e2890" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Field sets can be referenced on Visualforce pages dynamically.</span> <span id="d270196e481-d270235e2893" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e481-d270235e2893" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>If the page is added to a managed package, administrators can add, remove, or reorder fields in a field set to modify the fields presented on the Visualforce page without modifying any code.</span></span></dd>
<dt id="d270196e483-d270235e2900" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e483-d270235e2900" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><a href="https://www.blogger.com/null" name="field_update" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Field Update</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e483-d270235e2904" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e483-d270235e2904" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A field update is an action that automatically updates a field with a new value.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">File Collaborator</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Users with the “collaborator” permission can view, download, share, change permission, edit the file, and upload new versions of files in Chatter.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">File Owner</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><div style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; margin-bottom: 0.75rem; padding: 0px; vertical-align: baseline;">
You are the owner of a file when you upload the file in Chatter, attach the file to a Chatter feed, or upload the file in Salesforce CRM Content.</div>
<div style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; padding: 0px; vertical-align: baseline;">
As the owner of the file you can view, edit, download, share, upload a new version, and delete the file, as well as make the file private and change the permission on the file.</div>
</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">File, Private</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A private file in Chatter is indicated by the private icon (<span style="border: 0px; box-sizing: border-box; display: inline-block; margin: 0px; padding: 0px; vertical-align: text-bottom;"><img alt="file lock" src="https://resources.help.salesforce.com/images/551e0850b988c3691820b2df4daed72f.png" style="border: 0px; box-sizing: border-box; height: auto; margin: 0px; max-width: 100%; padding: 0px; vertical-align: middle;" /></span>) and is only available to the file owner and isn't shared with anyone. A private file is created when you upload a file on the Files tab or contribute a file to a Salesforce CRM Content personal library. You own files you upload or contribute.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">File, Privately Shared</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A privately shared file in Chatter is indicated by the privately shared icon (<span style="border: 0px; box-sizing: border-box; display: inline-block; margin: 0px; padding: 0px; vertical-align: text-bottom;"><img alt="Privately Shared" src="https://resources.help.salesforce.com/images/1c4183ceceb90fd8f4eaa17644654e73.png" style="border: 0px; box-sizing: border-box; height: auto; margin: 0px; max-width: 100%; padding: 0px; vertical-align: middle;" /></span>) and is only available to the file owner and the specific people or groups it has been shared with.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">File, Your Company</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The your company icon (<span style="border: 0px; box-sizing: border-box; display: inline-block; margin: 0px; padding: 0px; vertical-align: text-bottom;"><img alt="Company-wide" src="https://resources.help.salesforce.com/images/fdf3232ed44696aaa4c54a77ba7fc2c0.png" style="border: 0px; box-sizing: border-box; height: auto; margin: 0px; max-width: 100%; padding: 0px; vertical-align: middle;" /></span>) indicates a file that is shared with all Chatter users in your company. All Chatter users in your company can find and view this file.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">File Viewer</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Users with the “viewer” permission can view, download, and share files in Chatter.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Files Tab</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A tab that lists a user's Chatter and Salesforce CRM Content files.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="search_condition_criteria" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Filter Condition/Criteria</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Condition on particular fields that qualifies items to be included in a list view or report, such as “State equals California.”</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="fiscal_year" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Fiscal Year</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A period that an organization uses for financial planning purposes, such as forecasting, whose length is usually similar to the length of a calendar year. Fiscal years usually contain smaller fiscal periods, such as quarters or trimesters.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Flag</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An icon that users can click on a question or reply to report it as spam, hateful, or inappropriate.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e507-d270235e1417" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e507-d270235e1417" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Flow Builder</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e507-d270235e1421" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e507-d270235e1421" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Cloud-based application that lets admins create a flow for use in Salesforce.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="folder" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Folder</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e509-d270235e3111" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e509-d270235e3111" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">folder</dfn> is a place where you can store reports, dashboards, documents, or email templates. Folders can be public, hidden, or shared, and can be set to read-only or read/write. You control who has access to its contents based on roles, permissions, public groups, and license types. You can make a folder available to your entire organization, or make it private so that only the owner has access.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Follow</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A subscription to a user or record that lets you see related updates in your Chatter feed. Follow a user to see the users’s posts. Follow a record to see posts, comments, and field changes.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Follow, Chatter Answers</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e513-d270235e3133" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e513-d270235e3133" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A subscription to a question that lets you receive emails when someone answers or comments on a specific question.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="force_dot_com_app_menu" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e515-d270235e3149" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e515-d270235e3149" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Lightning Platform App Menu</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A menu that enables users to switch between customizable applications (or “apps”) with a single click. The Lightning Platform app menu displays at the top of every page in the user interface.</dd>
<dt id="d270196e517-d270235e3168" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e517-d270235e3168" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Lightning Platform Enterprise App</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e517-d270235e3172" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e517-d270235e3172" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A custom app with up to eight (8) custom objects and eight (8) custom tabs, read-write access to accounts and contacts, and access to Sharing, Bulk API, or Streaming API.</span></dd>
<dt id="d270196e520-d270235e3188" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e520-d270235e3188" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Lightning Platform Light App</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e520-d270235e3192" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e520-d270235e3192" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A custom app with up to eight (8) custom objects and eight (8) custom tabs, read-only access to accounts and contacts, and no access to Sharing, Bulk API, or Streaming API.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Forecast Amount</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Applies to Collaborative Forecasts. <span id="d270196e522-d270235e3203" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e522-d270235e3203" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The revenue forecast from the forecast manager’s perspective and the sum of the owner’s and subordinates’ opportunities, including all forecast adjustments.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="forecast_category" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Forecast Category</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">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 <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Stage</samp> picklist. To update the <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Forecast Category</samp> for a particular opportunity, you must edit that opportunity’s forecast.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Forecast Quantity</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Applies to Collaborative Forecasts. <span id="d270196e526-d270235e3239" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e526-d270235e3239" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The quantity forecast from the forecast manager’s perspective and the sum of the owner’s and subordinates’ opportunities, including all forecast adjustments.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="forecast_user" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Forecast User</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A user who can see and work with forecasts below them in either the forecast hierarchy or territory hierarchy.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="forecasts" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Forecasts</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Projections of sales based on the organization's fiscal year.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="formula_field" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Formula Field</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A type of custom field. Formula fields automatically calculate their values based on the values of merge fields, expressions, or other values.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e535-d270235e3274" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e535-d270235e3274" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e535-d270235e3275" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e535-d270235e3275" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Full</span> Sandbox</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e535-d270235e3280" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e535-d270235e3280" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Full sandboxes copy your entire production organization and all its data, including standard and custom object records, documents, and attachments. Use the sandbox to code and test changes, and to train your team about the changes. You can refresh a Full sandbox every 29 days.</span></dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="G" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="G" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>G</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Global Search</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Search more records and fields in Salesforce from the header search box. Global search keeps track of which objects you use and how often you use them, and arranges the search results accordingly. Search results for the objects you use most frequently appear at the top of the list.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e548-d270235e3348" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e548-d270235e3348" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Global Variable</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e548-d270235e3352" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e548-d270235e3352" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A special merge field that you can use to reference data in your organization.</span></dd><dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A method access modifier for any method that needs to be referenced outside of the application, either in the SOAP API or by other Apex code.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="group" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Group</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A groups is a set of users. Groups can contain individual users, other groups, or the users in a role. Groups can be used to help define sharing access to data or to specify which data to synchronize in Salesforce for Outlook configurations or Lightning Sync configurations.</dd><dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Users can define their own personal groups. Administrators can create public groups for use by everyone in the organization.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="group_edition" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Group Edition</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A product designed for small businesses and workgroups with a limited number of users.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="group_task" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Group Task</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">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.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e557-d270235e3459" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e557-d270235e3459" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Guest User</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e557-d270235e3463" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e557-d270235e3463" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Guest users can access public Site.com and Salesforce sites, and public pages in Communities, via the Guest User license associated with each site or community.</span><span id="d270196e557-d270235e3465" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e557-d270235e3465" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Guest users’ access to objects and data is controlled by public access settings on the Guest User profile.</span></dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="H" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="H" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>H</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="half_life" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Half-life</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e568-d270235e3485" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e568-d270235e3485" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The half-life setting determines how quickly old ideas drop in ranking on the Popular Ideas subtab, to make room for ideas with more recent votes. A shorter half-life moves older ideas down the page faster than a longer half-life.</span> This setting affects all zones in your organization.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Highlights Panel</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A customizable table of up to four columns and two rows that appears at the top of every primary tab in a Salesforce console. It lets you view key information about records at a glance.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e572-d270235e3525" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e572-d270235e3525" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>High-Volume Portal Users</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Limited-access users intended for organizations with many thousands to millions of portal users. Unlike other users, high-volume portal users don't have roles, which eliminates performance issues associated with role hierarchy calculations. High-volume portal users include both the High Volume Customer Portal User and Authenticated Website User license types.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="home_tab" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Home Tab</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Starting page from which users can choose sidebar shortcuts and options, view current tasks and activities, or select another tab.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="hover_details" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Hover Detail</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e576-d270235e3560" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e576-d270235e3560" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Hover detail displays an interactive overlay containing record details. Details appear when users hover over a link to that record in the Recent Items list on the sidebar, or in a lookup field on a record detail page. Users can quickly view information about a record before clicking to view or edit the record. The record's mini page layout determines which fields are included in the hover details. Users can’t customize which fields appear.</span></dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="I" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="I" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>I</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="idea" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Idea</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Ideas are suggestions posted by the members of an ideas community and are organized by zones. For example, if the focus of a particular zone is “Ideas for car features,” an appropriate idea for that zone might have the title “Insulated cup holders that keep your beverage hot or cold.” Or, if the focus of a particular zone is “Ideas for our company's employee benefits,” an appropriate idea for that zone might have the title “On-site day care.”</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="immediate_action" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Immediate Action</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A workflow action that executes instantly when the conditions of a workflow rule are met.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e591-d270235e3674" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e591-d270235e3674" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Indirect Lookup Relationship</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e591-d270235e3678" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e591-d270235e3678" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>An indirect lookup relationship links a child external object to a parent standard or custom object. When you create an indirect lookup relationship field on an external object, you specify the parent object field and the child object field to match and associate records in the relationship. Specifically, you select a custom unique, external ID field on the parent object to match against the child’s indirect lookup relationship field, whose values come from an external data source.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Influence, Chatter</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An indicator of a person’s influence in Chatter. The number of posts and comments the person makes, and the number of comments and likes the person receives determine the level of influence.<a href="https://www.blogger.com/null" name="d270196e593-d270235e3689" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><ul id="d270196e593-d270235e3689" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; list-style-image: initial; list-style-position: initial; margin: 0px 0px 0px 1.5rem; padding: 0px; vertical-align: baseline;">
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Top Influencers lead collaboration efforts by regularly sharing essential content.</li>
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Active Influencers encourage others to get involved and share knowledge.</li>
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Observers are quiet participants or just getting started in Chatter.</li>
</ul>
</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Interaction Log</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An area in a Salesforce console where you can jot notes about the main record you're working on without clicking a button, viewing a new tab, or scrolling to the Notes & Attachments related list. Interaction logs are archived on the Activity History related list for easy review and retrieval. Administrators can customize interaction logs to include task fields.</dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="J" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="J" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>J</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt id="d270196e606-d270235e3872" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e606-d270235e3872" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><a href="https://www.blogger.com/null" name="junction_object" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Junction Object</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e606-d270235e3876" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e606-d270235e3876" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A custom object with two master-detail relationships. Using a custom junction object, you can model a “many-to-many” relationship between two objects.</span> <span id="d270196e606-d270235e3879" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e606-d270235e3879" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>For example, you create a custom object called “Bug” that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs.</span></dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="K" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="K" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>K</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="knowledge_agent" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Knowledge Agent</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Salesforce uses the term <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">knowledge agent</dfn> to represent a specific type of user. Knowledge agents are article consumers in the internal Salesforce Knowledge app. These users can access the Articles tab to search for and view articles, but they cannot create, edit, or manage articles.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Knowledge Sidebar</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A sidebar in a Salesforce console that displays titles of Salesforce Knowledge articles that may solve the case you're working on. It automatically searches and returns articles from your knowledge base that match any of the words you type in the <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Subject</samp> of a case. The sidebar only displays for Salesforce Knowledge users after administrators set it up.</dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="L" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="L" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>L</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="layout" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Layout</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">See Page Layout.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="lead" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Lead</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e633-d270235e3978" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e633-d270235e3978" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">lead</dfn> is a sales prospect who has expressed interest in your product or company.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Library</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A file repository in Salesforce CRM Content.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Library Permission</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A group of privileges that determines user access within a Salesforce CRM Content library.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e639-d270235e4093" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e639-d270235e4093" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Like</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">To show support for a post or comment in a Chatter feed. When you like a post or comment, you receive email notifications for subsequent comments.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Like, Chatter Answers</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e642-d270235e4106" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e642-d270235e4106" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>To show support or indicate quality or usefulness for a question, answer, or knowledge article.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="list_price" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>List Price</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The price of a product in a custom price book.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="list_view" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>List View</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A list display of items (for example, accounts or contacts) based on specific criteria. Salesforce provides some predefined views.</dd><dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">In the Agent console, the list view is the top frame that displays a list view of records based on specific criteria. The list views you can select to display in the console are the same list views defined on the tabs of other objects. You cannot create a list view within the console.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e648-d270235e4146" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e648-d270235e4146" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Live Agent</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e648-d270235e4150" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e648-d270235e4150" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Live Agent lets service organizations connect with customers or website visitors in real time through a Web-based, text-only live chat.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Live Agent Console</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e650-d270235e4161" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e650-d270235e4161" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The <span id="d270196e650-d270235e4163" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e650-d270235e4163" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Live Agent console</span> is a dedicated console used by customer service agents to manage Live Agent chats. Agents can answer chat requests, conduct live chats, and interact with Salesforce records and Salesforce Knowledge articles.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="local_view" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Local Name</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The value stored for the field in the user’s or account’s language. The local name for a field is associated with the standard name for that field.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="lookup_dialog" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Lookup Dialog</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Popup dialog available for some fields that allows you to search for a new item, such as a contact, account, or user.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="lookup_field" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Lookup Field</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A type of field that contains a linkable value to another record. You can display lookup fields on page layouts where the object has a lookup or master-detail relationship with another object. For example, cases have a lookup relationship with assets that allows users to select an asset using a lookup dialog from the case edit page and click the name of the asset from the case detail page.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="lookup_relationship" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Lookup Relationship</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A relationship between two records so you can associate records with each other. For example, cases have a lookup relationship with assets that lets you associate a particular asset with a case. On one side of the relationship, a lookup field allows users to click a lookup icon and select another record from a popup window. On the associated record, you can then display a related list to show all of the records that have been linked to it. If a lookup field references a record that has been deleted, by default Salesforce clears the lookup field. Alternatively, you can prevent records from being deleted if they’re in a lookup relationship.</dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="M" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="M" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>M</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="marketing_user" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Marketing User</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">One or more individuals in your organization who can manage campaigns. Administrators can designate someone as a Marketing User by selecting the <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Marketing User</samp> checkbox in the user’s personal information.</dd><dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Only marketing users can create, edit, and delete campaigns or configure advanced campaign setup.</dd><dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">With additional user permissions, marketing users can use the Data Import Wizard to add campaign members and update their statuses.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="master_detail_relationship" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Master-Detail Relationship</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A relationship between two different types of records that associates the records with each other. For example, accounts have a master-detail relationship with opportunities. This type of relationship affects record deletion, security, and makes the lookup relationship field required on the page layout.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="master_picklist" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e671-d270235e4420" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e671-d270235e4420" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Master Picklist</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e671-d270235e4424" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e671-d270235e4424" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A complete list of picklist values available for a record type or business process.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e673-d270235e4432" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e673-d270235e4432" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Matrix Report</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e673-d270235e4436" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e673-d270235e4436" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>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 comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date <em style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">and</em> by product, person, or geography.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="member_status" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Member Status</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The status of a lead or contact in relation to a campaign. For example, a lead or contact could have a member status of “Planned,” “Sent,” or “Responded” at different stages of an email campaign.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Message, Chatter</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A Chatter message is a private communication with other Chatter users. Use messages to send your manager a question privately, or to communicate with a few select people when a discussion isn't relevant to everyone you work with. Messages don't appear in your feed, your profile, or any other part of Chatter that's publicly visible.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="merge_field" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Merge Field</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e682-d270235e4509" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e682-d270235e4509" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A merge field is a field you can put in an email template, mail merge template, custom link, or formula to incorporate values from a record</span>. For example, <code style="border-radius: 4px; border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; padding: 2px 4px; vertical-align: baseline;">Dear {!Contact.FirstName},</code> uses a contact merge field to obtain the value of a contact record's <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">First Name</samp> field to address an email recipient by his or her first name.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Milestone</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e684-d270235e4597" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e684-d270235e4597" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Milestones are required steps in your support process. They're metrics that represent service levels to provide to each of your customers. Examples of milestones include First Response and Resolution Times on cases.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Milestone Actions</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e687-d270235e4607" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e687-d270235e4607" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>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 hour before a first response is near violation or automatically updating certain fields on a case one minute after a first response successfully completes.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="mini_page_layout" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Mini Page Layout</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e690-d270235e4617" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e690-d270235e4617" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A subset of the items in a record's existing page layout that administrators choose to display in the Agent console's Mini View and in Hover Details. Mini page layouts inherit record type and profile associations, related lists, fields, and field access settings from the page layout.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="mini_view" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Mini View</dt>
<dd id="d270196e692-d270235e4627" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e692-d270235e4627" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The Agent console's right frame which displays the records associated with the record displayed in the detail view. The fields displayed in the mini view are defined in the mini page layouts by an administrator. <span id="d270196e692-d270235e4629" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e692-d270235e4629" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The mini view does not display if the record in the detail view does not have any records associated with it.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Multi-Person Event</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A planned event to which multiple users are invited, also referred to as a meeting. You can create multi-person events by inviting other users to any calendar event you create.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Multi-Select Picklist</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">See Picklist (Multi-Select).</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">My Settings</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">When the improved Setup user interface is enabled in an organization and the user has Salesforce Classic, personal settings are available from the My Settings menu under the user’s name.</dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="N" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="N" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>N</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Named Credential</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e712-d270235e4706" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e712-d270235e4706" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition.</span> <span id="d270196e712-d270235e4709" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e712-d270235e4709" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A named credential can be specified as an endpoint to simplify the setup of authenticated callouts.</span></dd></dl>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Navigation Tab</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A tab with a drop-down button in a Salesforce console that lets you select and view object home pages.</dd></dl>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e722-d270235e4769" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e722-d270235e4769" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Nickname</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e722-d270235e4773" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e722-d270235e4773" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A nickname is the name used to identify this user in a community. Up to 40 alphanumeric characters are allowed. Standard users can edit this field.</span></dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="O" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="O" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>O</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="object" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e731-d270235e4798" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e731-d270235e4798" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Object</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An object allows you to store information in your Salesforce organization. The object is the overall definition of the type of information you are storing. For example, the case object allow you to store information regarding customer inquiries. For each object, your organization will have multiple records that store the information about specific instances of that type of data. For example, you might have a case record to store the information about Joe Smith's training inquiry and another case record to store the information about Mary Johnson's configuration issue.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="object-level_help" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Object-Level Help</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Custom help text that you can provide for any custom object. It displays on custom object record home (overview), detail, and edit pages, as well as list views and related lists.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">OData Producer</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An OData producer is a remote data service that uses the Open Data Protocol (OData) to expose data that’s stored on an external server. With the Salesforce Connect feature, you define external data sources to connect Salesforce to OData producers, and you define external objects to map to the external data.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Open CTI</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An application programming interface that lets developers build CTI (computer-telephony integration) systems that integrate with Salesforce without the use of CTI adpaters or client applications.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Operator</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An operator is an item used to narrow or broaden a search. In most Salesforce searches, AND, OR, AND NOT, parentheses ( ), and quotation marks " " can be used as operators.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="opportunities" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Opportunities</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e742-d270235e4900" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e742-d270235e4900" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Opportunities track your sales and pending deals.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="sales_team" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Opportunity Team</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An opportunity team is a set of users that normally work together on sales opportunities. A typical opportunity team might include the account manager, the sales representative, and a pre-sales consultant. You can specify the opportunity team for each opportunity that you own.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="organic_search_leads" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Organic Search Leads</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Organic search lead is a specific lead source indicating that the lead was generated when a user, who arrived at your website by way of an unpaid (organic) listing on a major search engine, filled out the Web-to-Lead form containing the Salesforce tracking code. The lead source details contain the search engine and the search phrase for each organic lead.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="organization" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Organization</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A deployment of Salesforce with a defined set of licensed users. An organization is the virtual space provided to an individual customer of Salesforce. Your organization includes all of your data and applications, and is separate from all other organizations.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="org" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Org</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An org is an abbreviation of organization as it pertains to a deployment of Salesforce with a defined set of licensed users. An org is the virtual space provided to an individual customer of Salesforce. Your org includes all of your data and applications, and is separate from all other orgs.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Organization-Wide Address</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An organization-wide address allows you to associate a single email address as an alias for all users within a user profile.</dd>
<dt id="d270196e755-d270235e4981" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e755-d270235e4981" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><a href="https://www.blogger.com/null" name="outbound_message" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Outbound Message</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e755-d270235e4985" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e755-d270235e4985" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>An outbound message sends information to a designated endpoint, like an external service. Outbound messages are configured from Setup. You must configure the external endpoint and create a listener for the messages using the SOAP API.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Owner Only Amount</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Applies to Collaborative Forecasts. <span id="d270196e757-d270235e5015" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e757-d270235e5015" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The sum of a person’s revenue opportunities, without adjustments.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Owner Only Quantity</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Applies to Collaborative Forecasts. <span id="d270196e759-d270235e5026" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e759-d270235e5026" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The sum of a person’s quantity opportunities, without adjustments.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e761-d270235e6735" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e761-d270235e6735" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Salesforce for Outlook Configuration</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e761-d270235e6739" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e761-d270235e6739" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Salesforce for Outlook configurations include settings for the data that Salesforce for Outlook users can sync between Microsoft® Outlook® and Salesforce. Administrators can create separate configurations for different types of users, and give users permission to edit some of their own settings. For example, an opportunity team might want to sync everything, while a manager might want to sync only events.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="owner" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Owner</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Individual user to which a record (for example, a contact or case) is assigned.</dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="P" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="P" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>P</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">PaaS</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">See Platform as a Service.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Package</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A group of Lightning Platform components and applications that are made available to other organizations through the AppExchange. <span id="d270196e776-d270235e5056" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e776-d270235e5056" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>You use packages to bundle an app along with any related components so that you can upload them to AppExchange together.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Package Installation</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Installation incorporates the contents of a package into your Salesforce organization. A package on the AppExchange can include an app, a component, or a combination of the two. After you install a package, you may need to deploy components in the package to make it generally available to the users in your organization.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="page_layout" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e780-d270235e5149" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e780-d270235e5149" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Page Layout</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e780-d270235e5153" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e780-d270235e5153" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e780-d270235e5154" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e780-d270235e5154" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Page layout is the organization of fields, custom links, and related lists on a record detail or edit page.</span> Use page layouts primarily for organizing pages for your users. In Professional, Enterprise, Unlimited, Performance, and Developer Editions, use field-level security to restrict users’ access to specific fields.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="parent_account" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Parent Account</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An organization or company that an account is affiliated. By specifying a parent for an account, you can get a global view of all parent/subsidiary relationships using the <span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">View Hierarchy</span> link.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="partial_data_sandbox" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e785-d270235e5184" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e785-d270235e5184" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e785-d270235e5185" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e785-d270235e5185" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Partial Copy</span> Sandbox</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e785-d270235e5190" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e785-d270235e5190" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A Partial Copy sandbox is a Developer sandbox plus the data that you define in a sandbox template.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="partner" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Partner</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e787-d270235e5211" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e787-d270235e5211" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Partners are the companies with which you collaborate to close your sales deals. For each opportunity or account you create, the Partners related list allows you to store information about your partners and the roles they play in the opportunity or account. A partner must be an existing account within Salesforce.</span> Selecting a partner role automatically creates a reverse partner relationship with the associated account so that both accounts list the other account as a partner.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="partner_accounts" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Partner Accounts</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e789-d270235e5222" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e789-d270235e5222" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Partner accounts are Salesforce accounts that a channel manager uses to manage partner organizations, partner users, and activities when using a partner community or a partner portal.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="partner_role" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Partner Role</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Selection for an account on the Partners related list of an individual account or opportunity that specifies the role that the account has in related sales deals.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="partner_user" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e793-d270235e5248" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e793-d270235e5248" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Partner User</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e793-d270235e5252" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e793-d270235e5252" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Partner users are Salesforce users with limited capabilities. They are external to your organization but sell your products or services through indirect sales channels. They are associated with a particular partner account, have limited access to your organization's data, and log in via a partner portal.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e795-d270235e5229" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e795-d270235e5229" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Partner Portal</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Partner portal allows partner users to log in to Salesforce through a Web portal rather than through Salesforce.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="percent_quota" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Percent (%) Quota</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">For forecasting versions where quotas are available, this is the calculated value in forecasts that indicates what percentage of the quota a salesperson is confident of closing. This amount is the <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Commit Amount</samp> divided by the<samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Quota</samp>.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e800-d270235e5358" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e800-d270235e5358" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Permission</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span id="d270196e800-d270235e5363" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e800-d270235e5363" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A permission is a setting that allows a user to perform certain functions in Salesforce. Permissions can be enabled in permission sets and profiles.</span> Examples of permissions include the “Edit” permission on a custom object and the “Modify All Data” permission.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Permission Set</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A collection of permissions and settings that gives users access to specific tools and functions.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="person_account" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Person Account</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e804-d270235e5393" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e804-d270235e5393" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>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 that operate on a business-to-consumer model as opposed to a business-to-business model.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="personal_edition" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Personal Edition</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Product designed for individual sales representatives and single users.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Personal Settings</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Settings and customization options to help users personalize their Salesforce experience. All Salesforce users can edit their own personal settings. Depending on an organization’s user interface settings, users can access their personal settings from the Personal Setup area of the Setup menu, or from the menu under their avatar or name.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Phrase Search</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A type of full-text search that matches only items that contain a specified phrase, such as “customer relationship management.”</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="picklist" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Picklist</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e813-d270235e5442" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e813-d270235e5442" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Selection list of options available for specific fields in a Salesforce object, for example, the <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Industry</samp> field for accounts. Users can choose a single value from a list of options rather than make an entry directly in the field. See also Master Picklist.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="picklist_multi_select" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e815-d270235e5452" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e815-d270235e5452" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Picklist (Multi-Select)</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e815-d270235e5456" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e815-d270235e5456" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Selection list of options available for specific fields in a Salesforce object. Multi-select picklists allow users to choose one or more values. Users can choose a value by double clicking on it, or choose additional values from a scrolling list by holding down the CTRL key while clicking a value and using the arrow icon to move them to the selected box.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="paicklist_values" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Picklist Values</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Selections displayed in drop-down lists for particular fields. Some values come predefined, and other values can be changed or defined by an administrator.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Pinned Lists</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Lists that display at the top or on the left side of a Service Cloud console; they're always visible and let you see the list you're working from and a record's details at the same time. Pinned lists must be turned on by an administrator.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="pipeline" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Pipeline</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Calculated amount of open opportunities that have a close date within the quarter. Displays on forecast detail and edit pages. For managers, this amount includes open opportunities for them and their entire team.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e824-d270235e5491" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e824-d270235e5491" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Platform as a Service</span> (PaaS)</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e824-d270235e5496" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e824-d270235e5496" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>An environment where developers use programming tools offered by a service provider to create applications and deploy them in a cloud. The application is hosted as a service and provided to customers via the Internet. The PaaS vendor provides an API for creating and extending specialized applications. The PaaS vendor also takes responsibility for the daily maintenance, operation, and support of the deployed application and each customer's data. The service alleviates the need for programmers to install, configure, and maintain the applications on their own hardware, software, and related IT resources. Services can be delivered using the PaaS environment to any market segment.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="popular_ideas" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Popular Ideas</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e826-d270235e5528" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e826-d270235e5528" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>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 positive votes display higher on the page than ideas with older positive votes. This allows you to browse ideas that have most recently gained popularity, with less precedence given to long-established ideas that were positively voted on in the past.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Popular Questions</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e828-d270235e5538" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e828-d270235e5538" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Each question's popularity is based on the number of users who <span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Like</span> it within a certain amount of time.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Post</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A top-level comment in a Chatter feed.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e832-d270235e5559" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e832-d270235e5559" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Post Sharing</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Lets you copy a public Chatter post and publish it to your profile or a group you’re a member of. You can also share the post with other Chatter users by sending a link to the post in an email or instant message.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="price_book" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Price Book</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e834-d270235e5588" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e834-d270235e5588" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e834-d270235e5589" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e834-d270235e5589" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A price book is a list of products that your organization sells.</span> Available in Professional, Enterprise, Unlimited, Performance, and Developer Editions only.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="primary_contact" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Primary Contact</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Field in company information that lists the primary contact for your organization.</dd><dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Also indicates the primary contact associated with an account, contract, or opportunity. Specified as a checkbox in the Contact Roles related list of an account, contract, or opportunity.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="primary_portal" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Primary Partner</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Partner account designated as playing a key role in closing an opportunity. Specified as a checkbox in the Partners related list of an opportunity.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Primary Tab</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A tab in a Salesforce console that displays the main item to work on, such as an account.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e843-d270235e5699" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e843-d270235e5699" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Process Visualizer</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">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 understand the defined steps, rule criteria, and actions that comprise your approval process.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="professional_edition" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Professional Edition</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A Salesforce edition designed for businesses who need full-featured CRM functionality.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="product_family" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Product Family</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A picklist field on products that you can customize to categorize types of products.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="profile" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Profile</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Defines a user’s permission to perform different functions within Salesforce. For example, the Solution Manager profile gives a user access to create, edit, and delete solutions.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Profile, Chatter</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A personal page for each Salesforce user that includes contact information, following and followers lists, a Chatter feed, and a photo.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="promote" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Promote</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e854-d270235e5802" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e854-d270235e5802" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>If you agree with or like an idea, click <span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">promote</span> to add 10 points to the idea. You cannot promote the same idea more than once and you cannot promote an idea that you have already demoted. Salesforce automatically adds your promote vote to any idea you post.</span></dd><dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">To migrate changes from one organization to another. See also Deploy and Migration.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Provider Organization</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">When using the cross-org adapter for Salesforce Connect, the provider org stores the data that's accessed by the subscriber org.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="public_calendar" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Public Calendar</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A calendar in which a group of people can track events of interest to all of them (such as marketing events, product releases, or training classes) or schedule a common activity (such as a team vacation calendar). For example, your marketing team can set up an events calendar to show upcoming marketing events to the entire sales and marketing organization.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Push Notifications, Mobile</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e860-d270235e5941" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e860-d270235e5941" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Push notifications are alerts that apps render on mobile device home screens when users aren’t using the app. These alerts can consist of text, icons, and sounds, depending on the device type.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Push Notifications, Salesforce Console</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Visual indicators in a Salesforce Console that show when a record or field has changed during a user’s session.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Push Upgrade</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A method of delivering updates that sends upgrades of an installed managed package to all organizations that have installed the package.</dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="Q" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="Q" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Q</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="quantity_schedule" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e877-d270235e5975" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e877-d270235e5975" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Quantity Schedule</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e877-d270235e5979" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e877-d270235e5979" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e877-d270235e5980" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e877-d270235e5980" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A quantity schedule outlines the dates, number of units (i.e., quantity), and number of installments for billing or shipping a product.</span> Your organization can decide exactly how to use schedules. Available in Enterprise, Unlimited, Performance, and Developer Editions only.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="quantity_forecasting" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Quantity Forecasting</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Forecasting based on the projected number of units sold.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Quantity Without Adjustments</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Applies to Collaborative Forecasts. <span id="d270196e881-d270235e6001" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e881-d270235e6001" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The sum of a person’s owned quantity opportunities and also his or her subordinates’ opportunities, without adjustments. Subordinates include everyone reporting up to a person in the forecast hierarchy.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Quantity Without Manager Adjustment</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Applies to Collaborative Forecasts. <span id="d270196e883-d270235e6012" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e883-d270235e6012" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The forecast number as seen by the forecast owner. This is the sum of the owner’s quantity opportunities and subordinates’ opportunities, including adjustments made on the subordinates’ forecasts. It doesn’t include adjustments made by forecast managers above the owner in the forecast hierarchy.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Question</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An issue posted to an answers community. When a community member asks a question, other community members post replies to help resolve the question.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Question, Private</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e888-d270235e6076" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e888-d270235e6076" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>An issue posted to an answers community, but marked <span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Private</span> so that only support agents can view and respond to it.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="queue" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Queue</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A holding area for items before they are processed. Salesforce uses queues in a number of different features and technologies.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="quota" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Quota</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e892-d270235e6119" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e892-d270235e6119" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The sales goal assigned to a user on a monthly and quarterly basis. (If you use Collaborative Forecasts, it’s the sales goal assigned to a user on a monthly basis.) A manager’s quota should equal the amount she and her team are expected to generate together.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="quote" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Quote</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A record showing proposed prices for products and services. Quotes can be created from opportunities and emailed as PDFs to customers.</dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="R" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="R" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>R</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="recent_activity" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Recent Activity</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e905-d270235e6188" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e905-d270235e6188" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Your Recent Activity page contains a summary of all the recent activity that relates to your participation within a zone.</span> For example, this page lists all the ideas and comments you have posted to a zone as well as the ideas you have voted on. You can view your Recent Activity page by clicking your nickname located on the right side of the Ideas tab.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="recent_items" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e907-d270235e6196" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e907-d270235e6196" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Recent Items</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">List of links in the sidebar for most recently accessed records. Note that not all types of records are listed in the recent items.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="record" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e909-d270235e6207" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e909-d270235e6207" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Record</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A single instance of a Salesforce object. For example, “John Jones” might be the name of a contact record.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e911-d270235e6217" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e911-d270235e6217" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Record Detail Page</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A record detail page, is a page that includes details about a Salesforce record such as an account or a contact. Examples of details include the record owner, contact information, and company information.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="record_type" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Record Type</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e913-d270235e6273" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e913-d270235e6273" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e913-d270235e6274" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e913-d270235e6274" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A record type is a field available for certain records that can include some or all of the standard and custom picklist values for that record.</span> You can associate record types with profiles to make only the included picklist values available to users with that profile.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Record Update</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A post in a Chatter feed that is the result of a field change on a record that is being followed.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="related_list" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Related List</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A section of a record or other detail page that lists items related to that record. For example, the Stage History related list of an opportunity or the Open Activities related list of a case.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="related_list_hover_links" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Related List Hover Links</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A type of link that allows you to quickly view information on a detail page about related lists, by hovering your mouse over the link. Your administrator must enable the display of hover links. The displayed text contains the corresponding related list and its number of records. You can also click this type of link to jump to the content of the related list without having to scroll down the page.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="related_objects" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Related Object</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e922-d270235e6351" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e922-d270235e6351" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Objects chosen by an administrator to display in the Agent console's mini view when records of a particular type are shown in the console's detail view. For example, when a case is in the detail view, an administrator can choose to display an associated account, contact, or asset in the mini view.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="relationship" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Relationship</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A connection between two objects, used to create related lists in page layouts and detail levels in reports. Matching values in a specified field in both objects are used to link related data; for example, if one object stores data about companies and another object stores data about people, a relationship allows you to find out which people work at the company.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="relationship_group" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Relationship Group</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Custom object records used to store collections of accounts.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="relationship_group_member" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Relationship Group Member</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e929-d270235e6381" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e929-d270235e6381" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The accounts that you add to relationship groups are called <em style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">relationship group members</em>.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="report" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Report</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e931-d270235e6461" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e931-d270235e6461" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">report</dfn> returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access.</span> See Tabular Report, Summary Report, and Matrix Report.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="report_builder" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Report Builder</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e933-d270235e6475" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e933-d270235e6475" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Report builder</dfn> is a visual editor for reports.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e935-d270235e6484" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e935-d270235e6484" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Report Type</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e935-d270235e6488" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e935-d270235e6488" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e935-d270235e6489" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e935-d270235e6489" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">report type</dfn> defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Reports display only records that meet the criteria defined in the report type.</span>Salesforce provides a set of pre-defined standard report types; administrators can create custom report types as well.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e937-d270235e6500" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e937-d270235e6500" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Requested Meeting</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><div style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; margin-bottom: 0.75rem; padding: 0px; vertical-align: baseline;">
A meeting that a Salesforce user requests with a contact, lead or person account. When a meeting is requested, Salesforce creates a unique Web page for the meeting that displays the proposed meeting times. When invitees visit the page, they select the times they can meet and send a reply. Salesforce tracks all the responses so the organizer can confirm the best time to meet.</div>
<div style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; padding: 0px; vertical-align: baseline;">
Once a requested meeting is confirmed, it becomes a <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">multi-person event</dfn>.</div>
</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="analytic_snapshot" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Reporting Snapshot</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e939-d270235e416" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e939-d270235e416" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data.</span></dd>
<dt id="d270196e942-d270235e422" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e942-d270235e422" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><a href="https://www.blogger.com/null" name="analytic_snapshot_running_user" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Reporting Snapshot Running User</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e942-d270235e426" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e942-d270235e426" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The user whose security settings determine the source report's level of access to data. This bypasses all security settings, giving all users who can view the results of the source report in the target object access to data they might not be able to see otherwise.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="resource_calendar" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Resource Calendar</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A calendar in which multiple people can coordinate their usage of a shared resource such as a conference room or printer.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="revenue_forecasting" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Revenue Forecasting</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Forecasting based on projected revenue amounts.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="revenue_schedule" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e948-d270235e6557" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e948-d270235e6557" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Revenue Schedule</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e948-d270235e6561" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e948-d270235e6561" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e948-d270235e6562" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e948-d270235e6562" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A revenue schedule outlines the dates, revenue amounts, and number of installments for billing or recognizing revenue from a product.</span> Your organization can decide exactly how to use schedules. Available in Enterprise, Unlimited, Performance, and Developer Editions only.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="role" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Role</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Assigned responsibility of a user, partner account, or contact for specific accounts and opportunities. Administrators can define user roles in Setup. Individual users can assign specific partner and contact roles for accounts and contacts.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="running_user" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Running User</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e952-d270235e6611" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e952-d270235e6611" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e952-d270235e6612" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e952-d270235e6612" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Each dashboard has a <dfn style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">running user</dfn>, whose security settings determine which data to display in a dashboard.</span> If the running user is a specific user, all dashboard viewers see data based on the security settings of that user—regardless of their own personal security settings. For dynamic dashboards, you can set the running user to be the logged-in user, so that each user sees the dashboard according to his or her own access level.</span></dd></dl>
</div>
<div style="border: 0px; box-sizing: border-box; color: #333333; font-family: "Salesforce Sans", Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; vertical-align: baseline;">
<h2 class="slds-text-heading_medium slds-p-top_small" id="S" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="S" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>S</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="s-control" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>S-Control</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium" style="background-color: #f3f2f2; border-radius: 0.25rem; border: 1px solid rgb(221, 219, 218); box-sizing: border-box; margin: 1rem 0px; padding: 0.5rem; vertical-align: baseline;">
<div class="slds-media slds-media_responsive" style="align-items: flex-start; border: 0px; box-sizing: border-box; display: flex; margin: 0px; padding: 0px; vertical-align: baseline;">
<div class="slds-media__figure" style="border: 0px; box-sizing: border-box; flex-shrink: 0; margin: 0px 0.75rem 0px 0px; padding: 0px; vertical-align: baseline;">
<span class="slds-icon_container slds-icon_container_circle slds-icon-note-note" style="border-radius: 50%; border: 0px; box-sizing: border-box; display: inline-block; margin: 0px; padding: 0.5rem; vertical-align: baseline;"><img alt="Note" src="https://resources.help.salesforce.com/images/9999d773bec62031a7926ed9be8b18f9.png" style="border: 0px; box-sizing: border-box; height: auto; margin: 0px; max-width: 100%; padding: 0px; vertical-align: middle;" /></span></div>
<div class="slds-media__body" style="border: 0px; box-sizing: border-box; flex: 1 1 0%; font-size: 0.8125rem; margin: 0px; min-width: 0px; padding: 0.5rem 0px; vertical-align: baseline;">
<span class="slds-text-title_caps" style="border: 0px; box-sizing: border-box; color: #706e6b; font-size: 0.75rem; letter-spacing: 0.0625rem; line-height: 1.25; margin: 0px; padding: 0px; text-transform: uppercase; vertical-align: baseline;">NOTE</span> 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-controls will remain unaffected, and can still be edited.</div>
</div>
</div>
<span id="d270196e963-d270235e6637" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e963-d270235e6637" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Custom Web content for use in custom links. <span id="d270196e963-d270235e6639" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e963-d270235e6639" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Custom s-controls can contain any type of content that you can display in a browser, for example a Java applet, an Active-X control, an Excel file, or a custom HTML Web form.</span></span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="sales_price" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Sales Price</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The price of a product on an opportunity. This can be different than the product’s standard or list price.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e967-d270235e6746" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e967-d270235e6746" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Salesforce Connect</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e967-d270235e6750" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e967-d270235e6750" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Salesforce Connect provides access to data that’s stored outside the Salesforce org, such as data in an enterprise resource planning (ERP) system and records in another org. Salesforce Connect represents the data in external objects and accesses the external data in real time via Web service callouts to external data sources.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e969-d270235e6758" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e969-d270235e6758" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Salesforce Console</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The Salesforce console is designed for users in fast-paced environments who need to find, update, and create records quickly. It improves upon the Agent Console in the Console tab by displaying records and related items as tabs on one screen.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Salesforce Console Integration Toolkit</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An API that uses browsers as clients to display pages as tabs in a Salesforce console; it provides developers with programmatic access to the console so that administrators can extend it to meet your business needs.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="salesforce_call_center" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Salesforce CRM Call Center</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e974-d270235e6702" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e974-d270235e6702" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A Salesforce feature that seamlessly integrates Salesforce with third-party computer-telephony integration (CTI) systems.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="salesforce_content" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Salesforce CRM Content</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">An on-demand, content-management system that allows you to organize, share, search, and manage content within your organization and across key areas of the Salesforce application. Content can include all file types, from traditional business documents such as Microsoft PowerPoint presentations to audio files, video files, and Web pages.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e978-d270235e6719" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e978-d270235e6719" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Salesforce for Outlook</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><div id="d270196e978-d270235e6724" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; margin-bottom: 0.75rem; padding: 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="d270196e978-d270235e6724" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails, attachments, events, and tasks to multiple Salesforce contacts, and view Salesforce records related to the contacts and leads in your emails and events—all directly in Outlook.</div>
<div id="d270196e978-d270235e6727" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; padding: 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="d270196e978-d270235e6727" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>You may be able to customize what you sync and the sync directions between Outlook and Salesforce. Your administrator determines the level at which you can customize these settings in Salesforce.</div>
</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e980-d270235e6735" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e980-d270235e6735" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Salesforce for Outlook Configuration</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e980-d270235e6739" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e980-d270235e6739" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Salesforce for Outlook configurations include settings for the data that Salesforce for Outlook users can sync between Microsoft® Outlook® and Salesforce. Administrators can create separate configurations for different types of users, and give users permission to edit some of their own settings. For example, an opportunity team might want to sync everything, while a manager might want to sync only events.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Salesforce Office Toolkit</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A plug-in makes it easy for developers to access the SOAP API directly from within Microsoft Office products, simplifying the creation of new integrations and Office-based solutions.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="schedule" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Schedule</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">See Quantity Schedule and Revenue Schedule.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Screen Pop</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Page that displays for an inbound call to a Salesforce CRM Call Center.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="search" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Search</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Feature that lets you search for information that matches specified keywords. If you have sidebar search, enter search terms in the Search section of the sidebar or click <span class="uicontrol" style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Advanced Search...</span> for more search options. If you have global search, enter search terms in the search box in the header.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="search_layout" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Search Layout</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The organization of fields included in search results, in lookup dialogs, and in the key lists on tab home pages.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e993-d270235e6940" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e993-d270235e6940" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Service</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A service is an offering of professional assistance. Services related to Salesforce and the Lightning Platform, such as enhanced customer support or assistance with configuration can be listed on the AppExchange.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e995-d270235e6950" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e995-d270235e6950" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Service Cloud Portal</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The Service Cloud portal is the Customer Portal intended for many thousands to millions of users. After you purchase Service Cloud portal licenses, you can assign them to Customer Portal-enabled contacts so that large numbers of users can log in to a Customer Portal without affecting its performance.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Setup</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A menu where administrators can customize and define organization settings and Lightning Platform apps. Depending on your organization’s user interface settings, Setup may be a link in the user interface header or in the dropdown list under your name.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Share Group</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A set of Salesforce users who can access records owned by <span id="d270196e1000-d270235e7032" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1000-d270235e7032" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>high volume portal users</span>. Each Customer Portal has its own share group.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Shared Activities</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A feature that allows users to relate <span id="d270196e1002-d270235e7044" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1002-d270235e7044" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>as many as 10 contacts</span> to a single non-recurring and non-group task, or to a single non-recurring event. One contact is the primary contact; all others are secondary contacts.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="sharing" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e1004-d270235e7052" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1004-d270235e7052" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Sharing</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Allowing other users to view or edit information you own. There are different ways to share data:<ul style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; list-style-image: initial; list-style-position: initial; margin: 0px 0px 0px 1.5rem; padding: 0px; vertical-align: baseline;">
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Sharing Model—defines the default organization-wide access levels that users have to each other’s information and whether to use the hierarchies when determining access to data.</li>
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Role Hierarchy—defines different levels of users such that users at higher levels can view and edit information owned by or shared with users beneath them in the role hierarchy, regardless of the organization-wide sharing model settings.</li>
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Sharing Rules—allow an administrator to specify that all information created by users within a given group or role is automatically shared to the members of another group or role.</li>
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Manual Sharing—allows individual users to share records with other users or groups.</li>
<li style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Apex-Managed Sharing—enables developers to programmatically manipulate sharing to support their application’s behavior. See Apex-Managed Sharing.</li>
</ul>
</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="sharing_model" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Sharing Model</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Behavior defined by your administrator that determines default access by users to different types of records.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="sharing_rule" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Sharing Rule</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Type of default sharing created by administrators. Allows users in a specified group or role to have access to all information created by users within a given group or role.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="sidebar" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Sidebar</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Column appearing on the left side of each page that provides links to recent items and other resources.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="sites" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Sites</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1013-d270235e7142" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1013-d270235e7142" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Salesforce Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization—without requiring users to log in with a username and password.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Social Accounts and Contacts</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A feature that allows you to view your accounts’, contacts', and leads’ social network profiles and other social information directly in Salesforce, so you can get deeper insights into your existing and potential customers' needs and issues.</dd>
<dt id="d270196e1017-d270235e7241" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1017-d270235e7241" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e1017-d270235e7242" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1017-d270235e7242" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Social Key</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Social Key works with Social Accounts and Contacts and Data.com Clean to make it easier to follow your contacts and leads on social networks. From Social Accounts and Contacts, select the social networks you want. Automated Clean jobs provide the links. From a contact or lead's detail page, you can quickly view their profile on a social network site.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="softphone" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Softphone</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1019-d270235e7264" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1019-d270235e7264" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The telephone interface that a Salesforce CRM Call Center user sees in either the sidebar of pages in Salesforce Classic or the footer of pages in Lightning Experience and the Salesforce console.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Softphone Connector</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A component of a Computer Telephony Integration (CTI) adapter that converts Softphone XML into HTML and distributes it to a Salesforce CRM Call Center user's browser.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e1023-d270235e7280" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1023-d270235e7280" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Softphone CTI Adapter</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A computer-telephony integration (CTI) adapter is a light-weight software program that controls the appearance and behavior of a Salesforce softphone. The adapter acts as an intermediary between a third-party CTI system, Salesforce, and a Salesforce CRM Call Center user. It must be installed on any machine that needs access to Salesforce CRM Call Center functionality.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="software_as_a_service" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e1026-d270235e7291" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1026-d270235e7291" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Software as a Service (SaaS)</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1026-d270235e7295" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1026-d270235e7295" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A delivery model where a software application is hosted as a service and provided to customers via the Internet. The SaaS vendor takes responsibility for the daily maintenance, operation, and support of the application and each customer's data. The service alleviates the need for customers to install, configure, and maintain applications with their own hardware, software, and related IT resources. Services can be delivered using the SaaS model to any market segment.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="solution_manager" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Solution Manager</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">One or more individuals in your organization who can review, edit, publish, and delete solutions. Typically, these individuals are product experts with excellent written communication skills and advanced knowledge in a particular area of your product. When creating or editing users, assign the Solution Manager profile to give users this privilege.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="source_report" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Source Report</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A custom report scheduled to run and load data as records into a target object for a reporting snapshot.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="stage_duration" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Stage Duration</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">In opportunity reports, the number of days the opportunity was in the stage listed in the <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Stage</samp> column.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="stage_history" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Stage History</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Related list on an opportunity detail page that lists changes in status and stage for the opportunity.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="standard_price" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Standard Price</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Price for a product that is included in the Standard Price Book.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="standard_price_book" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Standard Price Book</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Automatically generated price book containing all your products and their standard prices.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="status" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Status</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1041-d270235e7424" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1041-d270235e7424" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>An idea's status helps zone members track the progress of the idea. For example, “Under Review”, “Reviewed”, “Coming Soon”, and “Now Available” are common status values an administrator can define and assign to ideas. An idea's status appears next to the idea's title for all zone members to see.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="stemming" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Stemming</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The process of reducing a word to its root form. In searches, stemming matches expanded forms of a search term. For example, when a search uses stemming, a search for <kbd style="border-radius: 0px; border: 0px; box-shadow: initial; box-sizing: border-box; color: #16325c; font-family: monospace, monospace; margin: 0px; padding: 0px; vertical-align: baseline;">run</kbd> matches items that contain <em style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">run</em>, <em style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">running</em>, and <em style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">ran</em>.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e1045-d270235e7452" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1045-d270235e7452" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Subflow</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1045-d270235e7456" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1045-d270235e7456" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A <span id="d270196e1045-d270235e7458" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1045-d270235e7458" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Subflow</span> element references another flow, which it calls at run time.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Subscriber Organization</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">The subscriber org uses the cross-org adapter for Salesforce Connect to access data that's stored in another (provider) org. The subscriber org contains the external data source definition and the external objects that map to the provider org’s objects.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e1049-d270235e7487" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1049-d270235e7487" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Summary Field</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1049-d270235e7491" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1049-d270235e7491" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e1049-d270235e7492" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1049-d270235e7492" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A summary field is a numerical report column with one of the following summaries applied: sum, average, largest value, smallest value. Users can define custom summary formulas to extend these options.</span> In addition to showing summarized information, summary fields can be used to define charts and reporting snapshots.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e1052-d270235e7500" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1052-d270235e7500" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Summary Report</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1052-d270235e7504" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1052-d270235e7504" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Stage</samp> and <samp class="parmname" style="border: 0px; box-sizing: border-box; font-family: monospace, monospace; font-size: 1em; margin: 0px; overflow-wrap: break-word; padding: 0px; vertical-align: baseline;">Owner</samp>.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="feeds" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Syndication Feeds</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Give users the ability to subscribe to changes within Salesforce Sites and receive updates in external news readers.</dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="T" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="T" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>T</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="tag" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Tag</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">In Salesforce, a word or short phrases that users can associate with most records to describe and organize their data in a personalized way. Administrators can enable tags for <span id="d270196e1065-d270235e7603" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1065-d270235e7603" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>accounts, activities, assets, campaigns, cases, contacts, contracts, dashboards, documents, events, leads, notes, opportunities, reports, solutions, tasks, and any custom objects (except relationship group members)</span> Tags can also be accessed through the SOAP API.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="tag_cloud" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Tag Cloud</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">In Salesforce CRM Content, a way of showing you how the content in your libraries has been tagged. Tag names increase in size within the tag cloud according to popularity, meaning that the largest tags have been assigned to the most files or web links. You can choose to sort the tags alphabetically or by popularity. The tag cloud contains the 30 most popular tags.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="task_bar_links" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Task Bar Links</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Links on tabbed pages that provide quick access to the most common operations available for a particular page, for example, creating an account.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="territory" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Territory</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">For forecasting versions where territories are used, a territory is a collection of accounts and users that generates a forecast.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="time-dependent_action" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Time-Dependent Workflow Action</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A workflow action that executes when the conditions of a workflow rule and an associated time trigger are met.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="top_all_time_ideas" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Top All Time Ideas</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1076-d270235e7764" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1076-d270235e7764" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>On the Top All-Time subtab, ideas are sorted from most number of points to fewest. This subtab allows you to see the most popular ideas in the history of your Ideas zone.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Topics</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1078-d270235e7774" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1078-d270235e7774" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>When you post or comment in Chatter, you can associate your post or comment with all other posts and comments on the same subject by adding a topic. A topic is a way to categorize your post or comment so other people can find it more easily. Topics also help you discover people and groups that are knowledgeable and interested in the same topics.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Topics, Chatter Answers</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1080-d270235e7784" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1080-d270235e7784" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The sidebar that lists data categories from which your customers can browse questions and replies. For example, if you have a zone for hardware products, your topics may include laptops, desktops, and printers.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="translation_workbench" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e1082-d270235e7814" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1082-d270235e7814" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Translation Workbench</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1082-d270235e7818" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1082-d270235e7818" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The Translation Workbench lets you specify languages you want to translate, assign translators to languages, create translations for customizations you’ve made to your Salesforce organization, and override labels and translations from managed packages. Everything from custom picklist values to custom fields can be translated so your global users can use Salesforce in their language.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Trending Topics</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1084-d270235e7828" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1084-d270235e7828" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The Trending Topics area on the Chatter tab shows the topics being discussed right now in Chatter.</span> <span id="d270196e1084-d270235e7831" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1084-d270235e7831" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>The more frequently people add a specific topic to their posts and comments and comment on or like posts with the same topic over a short period, the more likely it is to become a trending topic. For example, if your coworkers are attending the upcoming Dreamforce conference and have started discussing it in Chatter, you may see a trending topic for Dreamforce.</span> <span id="d270196e1084-d270235e7834" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1084-d270235e7834" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A trending topic is not solely based on popularity and usually relates to a one-time or infrequent event that has a spike in activity, such as a conference or a project deadline.</span> <span id="d270196e1084-d270235e7837" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1084-d270235e7837" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>For privacy reasons, Trending Topics don’t include topics used solely in private groups<span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"> or record feeds</span>.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Truncate</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1086-d270235e7869" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1086-d270235e7869" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Truncating a custom object lets you remove all the object’s records, while keeping the object and its metadata.</span></dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="U" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="U" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>U</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="unlimited_edition" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Unlimited Edition</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1097-d270235e7917" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1097-d270235e7917" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Unlimited Edition is Salesforce’s solution for maximizing your success and extending that success across the entire enterprise through the Lightning Platform.</span></dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><span id="d270196e1099-d270235e7993" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1099-d270235e7993" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Usage-based Entitlement</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1099-d270235e7997" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1099-d270235e7997" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>A usage-based entitlement is a limited resource that your organization can use on a periodic basis—such as the allowed number of monthly logins to a Partner Community or the record limit for Data.com list users.</span></dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="V" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="V" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>V</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="visualforce" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Visualforce</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A simple, tag-based markup language that allows developers to easily define custom pages and components for apps built on the platform. Each tag corresponds to a coarse or fine-grained component, such as a section of a page, a related list, or a field. The components can either be controlled by the same logic that is used in standard Salesforce pages, or developers can associate their own logic with a controller written in Apex.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="vote" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Vote, Idea</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1112-d270235e8155" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1112-d270235e8155" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>In an ideas community, a vote means that you have either promoted or demoted an idea.</span> After you vote on an idea, your nickname displays at the bottom of the idea's detail page to track that your vote was made. You can use your Recent Activity page to see a list of all the ideas you have voted on.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Vote, Reply</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">In an answers community, a vote means that you either like or dislike a reply to a question.</dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="W" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="W" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>W</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="web_direct_leads" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Web Direct Leads</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Web direct leads is a specific lead source indicating that the lead was generated when a user, who has bookmarked your website or directly typed the URL of your website into a browser, filled out the Web-to-Lead form containing the Salesforce tracking code.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="web_links" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Web Links</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">See Custom Links.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="web_referral_leads" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Web Referral Leads</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Web referral lead is a specific lead source indicating that the lead was generated when a user navigated to your website using a referring link on another site and filled out the Web-to-Lead form containing the Salesforce tracking code. For example, if a user is browsing your partner's website and clicks a link to your website, then fills out your Web-to-Lead form, a web referral lead is generated. The lead source details include the referring URL for each web referral lead.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="web_to_case" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e1132-d270235e8262" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1132-d270235e8262" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Web-to-Case</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Functionality that lets you gather customer support issues and feedback on your company’s website and then generate cases using that data.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="web_to_lead" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><span id="d270196e1134-d270235e8272" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1134-d270235e8272" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Web-to-Lead</span></dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Functionality that lets you gather registration or profile information on your company’s website and then generate leads using that data.</dd>
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="workflow_action" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Workflow Action</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">A workflow action, such as an email alert, field update, outbound message, or task, fires when the conditions of a workflow rule are met.</dd>
<dt id="d270196e1139-d270235e8357" style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1139-d270235e8357" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a><a href="https://www.blogger.com/null" name="workflow_rule" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Workflow Rule</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1139-d270235e8361" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1139-d270235e8361" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>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 rule, or set time triggers that execute the workflow actions on a specific day.</span></dd></dl>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="X" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="X" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>X</h2>
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No Glossary items for this entry.</div>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="Y" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="Y" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Y</h2>
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No Glossary items for this entry.</div>
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<h2 class="slds-text-heading_medium slds-p-top_small" id="Z" style="border: 0px; box-sizing: border-box; color: inherit; font-size: 1.25rem; font-weight: 300; line-height: 1.25; margin: 0px 0px 0.75rem; padding: 0.75rem 0px 0px; vertical-align: baseline;">
<a href="https://www.blogger.com/null" name="Z" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Z</h2>
<dl style="border: 0px; box-sizing: border-box; margin: 0px 0px 0.75rem; padding: 0px; vertical-align: baseline;">
<dt style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; font-weight: bold; line-height: 1.42857; margin: 0px; padding: 0.25rem 0px 0px; vertical-align: baseline;">Zone</dt>
<dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><span id="d270196e1168-d270235e8464" style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><a href="https://www.blogger.com/null" name="d270196e1168-d270235e8464" style="border: 0px; box-sizing: border-box; color: #0070d2; cursor: pointer; margin: 0px; padding: 0px; transition: color 0.1s linear 0s; vertical-align: baseline;"></a>Zones organize ideas and questions into logical groups, with each zone having its own focus and unique ideas and questions</span>.</dd><dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;"><br /></dd><dd style="border: 0px; box-sizing: border-box; font-size: 0.8125rem; line-height: 1.42857; margin: 0px; padding: 0px 0px 0.5rem 1.5rem; vertical-align: baseline;">Source : https://help.salesforce.com/articleView?id=glossary.htm&type=5</dd></dl>
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Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-34010603000770617062018-11-14T07:13:00.000-08:002018-11-14T07:13:28.059-08:00Adobe Dynamic Tag Management - Facebook Pixel<div class="_5arv" style="background-color: white; color: #1d2129; font-family: Helvetica, Arial, sans-serif; font-size: 12px; position: relative;">
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<h3 class="_1sra" style="color: #444444; font-size: 20px; font-weight: normal; line-height: 28px; margin: 0px 0px 0.8em; padding: 0px;">
Install the Facebook pixel</h3>
<ol class="_341 _3vz5" style="margin: 1.25em 2.4em; padding: 0px;">
<li style="padding: 0.35em 0px;">Open <a class="_3cr5 _5dwo" data-lynx-mode="asynclazy" data-lynx-uri="https://l.facebook.com/l.php?u=https%3A%2F%2Fdtm.adobe.com%2Fsign_in%3Ffbclid%3DIwAR3VEMFl6JhqjyWw59RmVs85aPiijVLx959UJLpSf9pOAQiq3UOWBfAPDFs&h=AT0V2BkZL4I3uPzApq_Cd2619JcMYrQUhgPWPfheZWnsYQ_WbTT6vyI2vE_kkJDnMvc691q3YUlx4306RevrMHoRMI8UAW0jh0UQT1lTMXs9fC2PEnlLSl-GYi0IT8hr9ZUyag" data-ms="{"creative":"link","creative_detail":"advertiser-help-center","destination_cms_id":"0"}" href="https://dtm.adobe.com/sign_in?fbclid=IwAR3VEMFl6JhqjyWw59RmVs85aPiijVLx959UJLpSf9pOAQiq3UOWBfAPDFs" id="u_0_4x" rel="noopener nofollow" style="color: #3578e5; cursor: pointer; text-decoration-line: none;" target="_blank">Adobe Dynamic Tag Management</a>.</li>
<li style="padding: 0.35em 0px;">Select the appropriate company if you work on multiple. If not, just click the Web Property you want to install the Facebook pixel on.</li>
<li style="padding: 0.35em 0px;">Click <span style="font-weight: 600;">Add a Tag</span>.</li>
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<div style="text-align: center;">
<img alt="" class="_254 img" src="https://scontent-jnb1-1.xx.fbcdn.net/v/t39.2365-6/13509164_1759215110963258_1910964045_n.png?_nc_cat=109&_nc_eui2=AeEu69WaJVyGureMcCPSGjFtzTecZgwKYo6TuGOw4kh--5dLusQADm32BXgsLW_Cuy-obfkGbLsyqoN5RVguKtD_Eesqu0D3D0vFCfwgsNAvlA&_nc_ht=scontent-jnb1-1.xx&oh=d46a5e704ce65f6d469228e3047e99a3&oe=5C72B243" style="border: 0px; display: inline; margin: 0px 3px; max-width: 100%; vertical-align: middle;" width="600" /></div>
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<li style="padding: 0.35em 0px;">Click <span style="font-weight: 600;">Go to Rules</span>.</li>
<li style="padding: 0.35em 0px;">From the left menu, select <span style="font-weight: 600;">Page Load Rules</span>.</li>
<li style="padding: 0.35em 0px;">Click <span style="font-weight: 600;">Create New Rule</span>.</li>
<li style="padding: 0.35em 0px;">Give it a name.</li>
<li style="padding: 0.35em 0px;">Click the <span style="font-weight: 600;">+</span> button to expand the <span style="font-weight: 600;">Javascript/Third Party Tags</span> tab.</li>
<li style="padding: 0.35em 0px;">Select <span style="font-weight: 600;">Sequential HTML</span>.</li>
<li style="padding: 0.35em 0px;">Click <span style="font-weight: 600;">Add New Script</span>.</li>
<li style="padding: 0.35em 0px;">Go to the <a class="_3cr5 _5dwo" data-ms="{"creative":"link","creative_detail":"advertiser-help-center","destination_cms_id":"0"}" href="https://www.facebook.com/ads/manager/pixel/facebook_pixel/" id="u_0_4y" style="color: #3578e5; cursor: pointer; text-decoration-line: none;">Pixels page</a> in Facebook Ads Manager.</li>
<li style="padding: 0.35em 0px;">Copy your pixel ID.</li>
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<img alt="" class="_254 img" src="https://scontent-jnb1-1.xx.fbcdn.net/v/t39.2365-6/20843909_2033890090230563_4817649208012046336_n.png?_nc_cat=101&_nc_eui2=AeGAeBAtbjH-Tmh6nO2M_uSTBGkFivuNlrGYfkhKipF0YyzKbdWxqz_AnIhaDtGy3Ggnw9kFsNi07TCOMyoujdpSOpjNG6cM6W4kxW0DAQ-w9Q&_nc_ht=scontent-jnb1-1.xx&oh=d66899427067b1ccf92935b1833e14a6&oe=5C7A0453" style="border: 0px; display: inline; margin: 0px 3px; max-width: 100%; vertical-align: middle;" width="450" /></div>
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<li style="padding: 0.35em 0px;">Back in Adobe DTM, paste the code in the black custom code box.</li>
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<img alt="" class="_254 img" src="https://scontent-jnb1-1.xx.fbcdn.net/v/t39.2365-6/13503515_1002159363224974_1210023175_n.png?_nc_cat=109&_nc_eui2=AeEKFkssLS5_Yny4oXFtGWuRP-_zvojy3LmHldAXMWrXrNUUpmv33GIymBoxYEy3k7ZiIRq3gsuxkbVsRh9QME-QBWpR7ufKQt0z33DbT1lilg&_nc_ht=scontent-jnb1-1.xx&oh=587152ef57900479bc22e2b28ca5a1e0&oe=5C83A29B" style="border: 0px; display: inline; margin: 0px 3px; max-width: 100%; vertical-align: middle;" width="600" /></div>
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<li style="padding: 0.35em 0px;">Give the tag script a name, then click <span style="font-weight: 600;">Save Code</span>.</li>
<li style="padding: 0.35em 0px;">Click <span style="font-weight: 600;">Save Rule</span>.</li>
<li style="padding: 0.35em 0px;">Click <span style="font-weight: 600;">Create Tag</span>.</li>
</ol>
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<h3 class="_1sra" style="color: #444444; font-size: 20px; font-weight: normal; line-height: 28px; margin: 0px 0px 0.8em; padding: 0px;">
Assign events</h3>
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Now that you've placed the pixel code on your site, you can create events for specific actions you'd like to measure, such as when someone makes a purchase.</div>
<ol class="_341 _3vz5" style="margin: 1.25em 2.4em; padding: 0px;">
<li style="padding: 0.35em 0px;">Select <span style="font-weight: 600;">Event Based Rules</span> from the left menu.</li>
<li style="padding: 0.35em 0px;">Click <span style="font-weight: 600;">Create New Rule</span>.</li>
<li style="padding: 0.35em 0px;">Give the rule a name and select the appropriate event type from the drop-down.</li>
<li style="padding: 0.35em 0px;">Assign the appropriate target in the <span style="font-weight: 600;">Element Tag or Selector</span> box. You can enter it manually or use the selection tool by clicking the circle icon to the right of the box. You can also add various rule conditions.</li>
<li style="padding: 0.35em 0px;">Click the <span style="font-weight: 600;">+</span> button to expand the <span style="font-weight: 600;">Javascript/Third Party Tags</span> tab.</li>
<li style="padding: 0.35em 0px;">Select <span style="font-weight: 600;">Non-Sequential</span> or <span style="font-weight: 600;">Sequential JavaScript</span>, then click <span style="font-weight: 600;">Add New Script</span>.</li>
<li style="padding: 0.35em 0px;">Give it a name, then add the appropriate event code (ex: fbq('track','AddToCart');) into the black code box.</li>
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<img alt="" class="_254 img" src="https://scontent-jnb1-1.xx.fbcdn.net/v/t39.2365-6/13480163_280005935686467_769569058_n.png?_nc_cat=110&_nc_eui2=AeHed4d8mgz_L2S6kLyy3aCn5f4XGXmqAhsDKLBTs8H38WK-xQ6-cO2QeRUZT9rMWY4zswSzUWhi3NR-gKc36DXSdYGplbt1tQfz7-ZO1nX8pA&_nc_ht=scontent-jnb1-1.xx&oh=9285872782138e566cc8e22dd1bd62d7&oe=5C68ADD5" style="border: 0px; display: inline; margin: 0px 3px; max-width: 100%; vertical-align: middle;" width="300" /></div>
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<li style="padding: 0.35em 0px;">Click <span style="font-weight: 600;">Save Code</span>.</li>
<li style="padding: 0.35em 0px;">Click <span style="font-weight: 600;">Save Rule</span>.</li>
</ol>
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<h3 class="_1sra" style="color: #444444; font-size: 20px; font-weight: normal; line-height: 28px; margin: 0px 0px 0.8em; padding: 0px;">
Check if your pixel is working</h3>
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Once you've uploaded all your events, you should check if your pixel is firing correctly. To check that your pixel is working properly on your live site:</div>
<ol class="_341 _3vz5" style="margin: 1.25em 2.4em; padding: 0px;">
<li style="padding: 0.35em 0px;">Go to the page where the pixel was placed. If it's working, the pixel will send information back to Facebook and you'll be able to see activity in the <a class="_3cr5 _5dwo" data-ms="{"creative":"link","creative_detail":"advertiser-help-center","destination_cms_id":"0"}" href="https://www.facebook.com/ads/manage/pixels" id="u_0_4z" style="color: #3578e5; cursor: pointer; text-decoration-line: none;">Pixels</a> page in Ads Manager. Your pixel's status will also be set to <span style="font-weight: 600;">Active</span>.</li>
Note: The activity column reports all conversion events, regardless of whether or they're associated with an ad.<div class="_3p8" style="color: #1d2129; line-height: 24px; margin-bottom: 1em;">
</div>
<div style="text-align: center;">
<img alt="" class="_254 img" src="https://scontent-jnb1-1.xx.fbcdn.net/v/t39.2365-6/20844189_878419565643997_2982370490854670336_n.png?_nc_cat=109&_nc_eui2=AeEMSW5r2MSU78KTU_AZQ84filH5abIVZHSqnb0xqH2u4nshYSwWwySFotXICbQbm1iXM1SJXu2grkHdVrpRsh1UmfkaLmCh1hKbgqyWEkT2Ww&_nc_ht=scontent-jnb1-1.xx&oh=21611c92b46b5119698d98b7225f2097&oe=5C777C0E" style="border: 0px; display: inline; margin: 0px 3px; max-width: 100%; vertical-align: middle;" width="450" /></div>
<div style="color: #1d2129; line-height: 24px; margin-bottom: 1em; margin-top: 1em;">
</div>
<li style="padding: 0.35em 0px;">If this page says <span style="font-weight: 600;">No Activity</span>, then check out the <a class="_3cr5 _5dwo" data-ms="{"creative":"link","creative_detail":"advertiser-help-center","destination_cms_id":"0"}" href="https://www.facebook.com/business/help/198406697184603?helpref=faq_content" id="u_0_50" style="color: #3578e5; cursor: pointer; text-decoration-line: none;">Facebook Pixel Helper troubleshooting guide</a>.</li>
</ol>
Once you've successfull setup your pixel, learn how to start <a class="_3cr5 _5dwo" data-ms="{"creative":"link","creative_detail":"advertiser-help-center","destination_cms_id":"0"}" href="https://www.facebook.com/help/916525851724197?helpref=faq_content" id="u_0_51" style="color: #3578e5; cursor: pointer; text-decoration-line: none;">running ads</a> on Facebook using conversion optimization and tracking.</div>
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Credit : Facebook.com</div>
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Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-75021993148851038682018-05-23T00:58:00.001-07:002018-05-23T00:58:21.432-07:00AmpScript and conditional statements - Snippet One<pre class="code" style="background: rgb(247, 247, 247); border: 0px; box-sizing: border-box; color: #222222; font-family: "Courier New", Courier, monospace; font-size: 15px; font-stretch: inherit; font-variant-east-asian: inherit; font-variant-numeric: inherit; line-height: 21px; margin-bottom: 24px; outline: none; overflow-wrap: break-word; overflow: auto; padding: 10px; text-size-adjust: 140%; vertical-align: baseline; word-break: break-word; word-wrap: break-word;">%%[
Set @fname = recipient_first
]%%
%%=IF(EMPTY(@fname),"NoName",@fname)=%%</pre>
IF The system returns the value “NoName” if the @fname variable is empty.
ELSE, It returns the value of the @fname variable if it is NOT empty.
<br />
<br />
Just a quick snippet but many more to follow.<br />
<br />Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-54354265068371236502018-05-14T07:18:00.001-07:002018-05-14T07:18:50.375-07:00Salesforce Marketing Cloud Quick Glossary<h3 style="-webkit-font-smoothing: antialiased; background-color: white; box-sizing: border-box; font-family: open-sans, sans-serif; font-size: 26px; font-weight: 400; line-height: 1.1; margin: 0px 0px 30px; padding-left: 40px; position: relative; text-transform: uppercase;">
<br /></h3>
<div class="table-container" style="background-color: white; box-sizing: border-box; font-family: open-sans, sans-serif; font-size: 16px; margin: 20px 0px; max-width: 100%; overflow-x: auto;">
<table class="table" style="background-color: transparent; border-collapse: collapse; border-spacing: 0px; box-sizing: border-box; margin-bottom: 20px; max-width: 100%; width: 662.667px;"><tbody style="box-sizing: border-box;">
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">A/B test</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Sending two variations of part of an email, such as subject lines, From names, and sections to different audiences to see which performs better.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">activities</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Actions the system performs as part of a step in an automation.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">activities</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">The things that happen after a subscriber enters a journey and travels down its paths, such as sending messages and updating subscriber data in the system.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">AMPscript</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Salesforce Marketing Cloud’s proprietary scripting language. You use it mainly to customize and automate the content in your marketing messages.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">app switcher</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">The toolbar in Salesforce Marketing Cloud that users use to navigate between apps. It appears when you pause your mouse pointer over the Salesforce Marketing Cloud logo.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">attribute group</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A group of related data that you keep about your contacts.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">audience</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">The group of contacts who receive a message. In the strictest sense, an audience is a data extension created by Audience Builder, but the term is sometimes used more generically.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">automation</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A program that runs on a schedule.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">beacon</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A piece of hardware that uses Bluetooth technology to detect when a subscriber’s mobile device is nearby.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">bounce</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Emails that were returned to you undelivered. It might not be worth continuing to maintain information about subscribers who bounce.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">business unit</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A sub-account to your main parent account. For example, you might have multiple business units to represent different departments in your company, sister companies owned by the same parent company, or different locations of a retail corporation.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">campaign</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A set of related marketing activities, such as a series of emails, text messages, and websites related to one another (for example, a President’s Day sale).</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">canvas</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">The right side of the screen, below the toolbars. Several apps in Marketing Cloud use a canvas to be your work space in that app.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">cardinality</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">The relationship between two database tables. If each record in one table has a corresponding record in another table, the cardinality is one-to-one. Alternately, if each record in one table has any number of corresponding records in the second table, the cardinality is one-to-many.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">channel</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A group of apps, all available from the same menu in the app switcher.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">clickthrough rate, or CTR</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">The percentage of people who were sent an email message and who went on to click an email in that message.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">collection</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Similar to a folder that you create on your computer’s hard drive to contain related files, a collection is a place to pull together related text, images, and other content in the CloudPages app.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">contact</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A person about whom you collect information. A contact is not necessarily a subscriber, who has given you permission to send them messages.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">content block</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A tool in Marketing Cloud that lets you create a reusable block of content of a message. A content block might contain text, images, or multimedia content.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">customer journey</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Customers’ total experience with your brand.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">customer key</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A unique value that you assign to a piece of content and then use to refer to the content from API scripts that you write.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">data extension</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Marketing Cloud’s proprietary name for a relational database table.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">delivery profile</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">The IP address from which the email is sent, as well as the header and footer.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">dynamic content</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A section in an email where one of several different pieces of content may appear, depending on the attributes of the subscriber.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">email blast</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">An imprecise group message with no targeting or personalization.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">email service provider</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A delivery mechanism for your email marketing efforts. May include tools to assist with design and execution of complex email programs.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">engaging</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Communicating with the community on social networks, especially by responding to questions or complaints.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">entry source</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Something that feeds subscribers into a journey, such as an audience that starts a subscriber in a journey as soon as the subscriber joins the audience.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">geofencing</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Defining a region within which you will send a message, and then identifying subscribers who enter that region by using their mobile device.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">group</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A subset of a subscriber list based on either a data filter or a number of randomly selected subscribers. You use groups with the subscriber-and-list data model, not the relational data model.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">IP warm</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A period of methodically controlled sending from an IP address to establish a good reputation with Internet Service Providers (ISPs).</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">join</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Merging multiple branches of a journey.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">journey</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A path for a subscriber to move through, where different branches can be followed depending on actions (or inactions) of the subscriber.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">journey</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A process flow that controls how and when Marketing Cloud sends messages to your subscribers.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">keyword</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">The word a subscriber texts to your shortcode.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">landing page</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A web page with a special objective that stands apart from the rest of your corporate website</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">listening</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Monitoring the discussion of your brand or industry on social media without necessarily contributing to the discussion.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">lookalike audience</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A group of social media users who have things in common with your current customers.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">marketing send</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A message whose primary purpose is to promote your business.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">microsite</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A tool for publishing web page outside the larger context of your corporate web presence.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">MMS</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Multimedia Messaging Service. Similar to SMS messages but can include images, sound, and video and has no character limit.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">mobile-originated campaigns</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A mobile marketing campaign in which you publish a short code and wait to see who texts you.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">mobile-terminated campaigns</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A mobile marketing message that you send to a subscriber’s mobile device.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">one-to-many marketing messages</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Messages to an entire list of customers, such as a monthly newsletter.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">one-to-one marketing messages</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Messages to just one customer at a time, such as a thank-you message after an order.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">open rate</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">The percentage of people who open an email.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">persona</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Composite, fictional characters that marketers create based on information about the actual client base.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">personalization</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A simple tool to add subscriber-specific data, such as a first name, to the content of a messages.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">personalized URL</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Also called PURL (pronounced “pearl”). A URL that includes a variable that the system replaced with a subscriber-specific value so that each subscriber who clicks the link goes to a personalized web page.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">preference attributes</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">When using the subscriber-and-list data model, preference attributes contain yes/no choices that subscribers communicate to you about how they want to hear from you.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">preference center</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A website where subscribers can update the information that you have about them, including their subscriptions to your different types of messages.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">preheader text</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Any text that appears visually above the header in the body of your email.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">preview text</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A snippet of copy from the body of your email that appears below the sender name and subject line in your subscriber’s inbox.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">profile attributes</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">When using the subscriber-and-list data model, profile attributes contain demographic data about the subscriber.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">profile center</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">For each subscriber, Marketing Cloud automatically generates a web page that you can link to in the footer of your email. When subscribers click the link, they go to a form where they can update their attribute values and change the lists to which they are subscribed..</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">proximity</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">How close two words must be in the same post to meet the criteria of your topic profile.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">publishing</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Initiating a discussion on social media by posting original content.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">real time</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Actions that occur immediately following another action, such as when a customer makes a purchase and receives a confirmation email immediately.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">relational data model</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">An approach to storing data in Marketing Cloud in which data is stored in relational database tables called data extensions.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">rendering</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">How an email looks in different contexts: Different email applications, operating systems, screen sizes, and other factors affect how an email renders.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">role</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Set of permissions assigned to a group of users that perform a specific function.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">send classification</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">The tool you use to categorize email content as commercial or transactional. Commercial messages are more tightly regulated under the CAN-SPAM (Controlling the Assault of Non-Solicited Pornography and Marketing) act.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">sendable data extension</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A data extension that contains the contact information of subscribers so you can use it to send a message.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">sender profile</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">The From name and email address that appears in your subscriber’s inbox.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">short code</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A six-digit code that your customers use to send you text messages.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">single send</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">The sending of an individual email by the API, such as a confirmation message after a person fills out a form on your website.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">SMS</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Short Message Service. Text-only messages sent to a mobile device that are limited to 160 characters.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">spam</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Unwanted marketing messages. Spam is the digital equivalent of all the junk mail you receive in your physical mailbox. Sending spam can have legal repercussions.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">split:</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A decision point in a journey. Splits can be based on the value of a subscriber attribute, based on whether a subscriber engaged with a previous message, or just random.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">subscriber/list model</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">An approach to storing data in Marketing Cloud where everything is stored in fields in a subscriber record. Lists group subscribers together for sending.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">tags</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">Descriptive keywords that you add to something in Marketing Cloud, such as a campaign, to help categorize it.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">topic profile</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A collection of keywords or phrases that you want to monitor on social media.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">transactional send</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A message whose primary purpose is not promotional, such as order confirmation messages.</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">welcome campaign</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A series of communications that you have with new clients right after they make a purchase or sign up for a communication from you. Also called an onboarding campaign..</td></tr>
<tr style="box-sizing: border-box;"><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">wisdom of the crowd</span></td><td style="border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">The idea that the aggregate opinion of a large group of people is better than the opinion of any individual member of the group.</td></tr>
<tr style="box-sizing: border-box;"><td style="background-color: #fafafa; border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="217"><span style="box-sizing: border-box; font-weight: 700;">workspace</span></td><td style="background-color: #fafafa; border-bottom: 1px solid rgb(244, 244, 244); border-top: 0px; box-sizing: border-box; line-height: 1.42857; padding: 8px; vertical-align: top;" width="522">A tool in Social Studio that limits user access to only certain accounts to ensure that the user doesn’t accidentally post in the wrong place.</td></tr>
</tbody></table>
</div>
Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0tag:blogger.com,1999:blog-3147599150526902384.post-91901074350982327502018-03-13T01:53:00.002-07:002018-03-13T01:53:44.041-07:00Salesforce Marketing Cloud: How to Reactivate Held Subscriber<div style="background-color: white; border: 0px; box-sizing: border-box; color: #333333; font-family: sf-font-regular; font-size: 14px; margin-left: 10px; margin-top: 1em; padding: 0px; vertical-align: baseline;">
<span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">In order to change a subscriber's status from </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Held (undeliverable)</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> back to </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Active</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">, you will first need to change their status to unsubscribed.<br style="box-sizing: border-box;" />Once they are in a unsubscribed status, you will have the ability to change their record back to active. </span></span></div>
<div style="background-color: white; border: 0px; box-sizing: border-box; color: #333333; font-family: sf-font-regular; font-size: 14px; margin-left: 10px; margin-top: 1em; padding: 0px; vertical-align: baseline;">
<br style="box-sizing: border-box;" /><br style="box-sizing: border-box;" /><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><u style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">To reactivate within the application (individual subscribers)</span></u><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">: </span></span></span></div>
<div style="background-color: white; border: 0px; box-sizing: border-box; color: #333333; font-family: sf-font-regular; font-size: 14px; margin-left: 40px; margin-top: 1em; padding: 0px; vertical-align: baseline;">
<span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">1. Log in to the Marketing Cloud application<br style="box-sizing: border-box;" />2. Go to </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Email Studio</span></i> </span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">| </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Email</span></i> | <i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Subscribers</span></i> </span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">|</span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> <i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">All Subscribers</span></i></span></span><br style="box-sizing: border-box;" /><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">3. Click the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Search</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> button<br style="box-sizing: border-box;" />4. Select </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Email Address</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> from the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Search where:</span></i> </span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">drop-down field<br style="box-sizing: border-box;" />5. Enter the subscriber's email address in the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Is equal to:</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> field and click the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Find Now</span></i> </span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">button<br style="box-sizing: border-box;" />6. Click to highlight the subscriber from the search results list and click the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">View Properties</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> link<br style="box-sizing: border-box;" />7. In the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">General</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> tab, click the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Unsubscribe from all</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> button<br style="box-sizing: border-box;" />8. Click the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">OK</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> button in the dialog box<br style="box-sizing: border-box;" />9. In the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">General</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> tab, click the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Activate</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> button (activates only on the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">All Subscribers</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> list) <br style="box-sizing: border-box;" />10. To activate the subscriber on individual lists, select the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">List</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> tab. <br style="box-sizing: border-box;" />11. Select the desired list and click the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Details</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> button <br style="box-sizing: border-box;" />12. Click the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Activate</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> button to reactivate the subscriber on the specified list <br style="box-sizing: border-box;" />13. Click the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">OK</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> button in the dialog box to exit</span></span></div>
<div style="background-color: white; border: 0px; box-sizing: border-box; color: #333333; font-family: sf-font-regular; font-size: 14px; margin-left: 10px; margin-top: 1em; padding: 0px; vertical-align: baseline;">
<span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; color: red; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">***NOTE: To reactivate the subscriber on other lists, repeat steps 10-12 for each list.***</span></i></span></span></span></div>
<div style="background-color: white; border: 0px; box-sizing: border-box; color: #333333; font-family: sf-font-regular; font-size: 14px; margin-left: 10px; margin-top: 1em; padding: 0px; vertical-align: baseline;">
<br style="box-sizing: border-box;" /><br style="box-sizing: border-box;" /><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><u style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">To reactivate via an import (multiple subscribers)</span></u><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">: </span></span></span></div>
<div style="background-color: white; border: 0px; box-sizing: border-box; color: #333333; font-family: sf-font-regular; font-size: 14px; margin-left: 40px; margin-top: 1em; padding: 0px; vertical-align: baseline;">
<span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">1. Log in to the Marketing Cloud application<br style="box-sizing: border-box;" />2. Go to </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Email Studio</span></i> </span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">| </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Email</span></i> </span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">|</span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> <i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Subscribers</span></i> </span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">|</span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> <span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Lists </i></span></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">or</span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> <span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">All Subscribers</i></span></span></span><br style="box-sizing: border-box;" /><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">3. Click the linked name of the list in question (if sublist)<br style="box-sizing: border-box;" />4. Click the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Search</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> button<br style="box-sizing: border-box;" />5. Select </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;">Subscriber Status </i></span></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">from the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Search where:</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> drop-down field<br style="box-sizing: border-box;" />6.Select <i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Undeliverable</span></i> from the <i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Is equal to:</span></i> drop-down field and click the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Find Now</span></i> </span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">button<br style="box-sizing: border-box;" />7. Click the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Export</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> option<br style="box-sizing: border-box;" />8. Complete the wizard to export the subscribers to a file, selecting the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Email Address</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;"> </span></i>and </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Subscriber Status</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> fields to be included in the results<br style="box-sizing: border-box;" />9. Edit the exported file and change the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Email Status</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> field values to </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Unsubscribed</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> for every subscriber on the list that needs updated <br style="box-sizing: border-box;" />10. Perform an import to the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">All Subscribers</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;"> </span></i>list selecting either </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Add & Update</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> or</span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> <i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Update</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">. This will change their status to unsubscribed for all lists.<br style="box-sizing: border-box;" />11. Edit the export file again and this time change the<i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;"> </span></i></span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Email Status</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> field to </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Active</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> for every subscriber on the list that needs updated<br style="box-sizing: border-box;" />12. Perform an import to the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">All Subscribers</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;"> </span></i>list selecting either the </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Add & Update</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> or </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Update</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">. This will change their status to active for all lists. <br style="box-sizing: border-box;" />13. Perform an import to any other desired lists to change the subscriber status to </span></span><span style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><i style="border: 0px; box-sizing: border-box; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-weight: 700; margin: 0px; padding: 0px; vertical-align: baseline;">Active</span></i></span></span><span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"> at the list level.</span></span></div>
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<span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;"><br /></span></span></div>
<div style="background-color: white; border: 0px; box-sizing: border-box; color: #333333; font-family: sf-font-regular; font-size: 14px; margin-left: 40px; margin-top: 1em; padding: 0px; vertical-align: baseline;">
<span style="border: 0px; box-sizing: border-box; font-size: 12px; margin: 0px; padding: 0px; vertical-align: baseline;"><span style="border: 0px; box-sizing: border-box; font-family: arial, helvetica, sans-serif; margin: 0px; padding: 0px; vertical-align: baseline;">Source : https://help.salesforce.com/articleView?id=000268698&language=en_US&type=1</span></span></div>
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Jerome Slingerhttp://www.blogger.com/profile/08620659244002954724noreply@blogger.com0