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CRM

Customer relationship management software.

Contributors in CRM

CRM

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 ...

Share group

Software; CRM

A set of Salesforce.com users who can access records owned by High Volume Customer Portal users. Each Customer Portal has its own share group.

Group task

Software; CRM

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.

Follow

Software; CRM

A subscription to a user or record that lets you see related updates in your Chatter feed on the Home tab. Follow a user to see status updates. Follow a record to see posts, comments, and field ...

Mini page layout

Software; CRM

A subset of the items in a record's existing page layout that administrators choose to display in the console's Mini View and in Hover Details. Mini page layouts inherit record type and profile ...

Popular ideas

Software; CRM

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

Marketing user

Software; CRM

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