Salesforce學習筆記 — 名詞定義整理

Grace Ho
2 min readJul 16, 2021

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嗨👋這篇來整理Salesforce的重要名詞,並釐清每個詞的定義

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Data Model

Data model determines how the info you track is relevant for individual users and your business leaders. In Service Cloud, your data model relies on two essential elements: objects and fields.

Object

Objects collect and store customer info so your teams can easily find it. Standard objects are already set up for you, based on the data collected by our most successful customers.

Field

Objects are made up of fields. If you think of an object as a form, fields contain the specific info that must be entered on that form (for example, First Name). Some fields, called standard fields, are already set up for you on standard objects in the Service Console.

Contact

Contacts represent the customers your agents work with. Contacts are a great way to capture information that helps your agents give customers a personalized experience.

Account

Accounts represent the companies you do business with. They are where contacts, cases, and other company-level data come together.

Record Type

Record types allow you to have different business processes, picklist values, and page layouts to different users based on profile.

Group

A group consists of a set of users. A group can contain individual users, other groups, or the users in a particular role or territory.

Profile

Rrofiles control what users can do in your Salesforce org. This can be referred to as CRED.

Role

Roles control what users can see in your Salesforce org. They are designed to increase data visibility, to open up access to Salesforce records.

Validation Rule

A Validation Rule is a rule on a field which verifies that data entered by a User meets a certain criteria, before the User can save the record.

Report

In its simplest form, a report is a list of records (like opportunities or accounts) that meet the criteria you define.

Dashboard

Dashboards allow you to present multiple reports side-by-side using dashboard components on a single dashboard page layout.

Visualforce page

A Visualforce page is similar to a standard Web page, but includes powerful features to access, display, and update your organization’s data.

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