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- The kind of access, such as view or edit, named in a security policy.
- actionable infolet
- Actionable infolets summarize key sales information. Salespeople can use saved searches as filters, and they can take direct action on any record without having to edit it. Actionable infolets use saved searches from individual work areas. If you're using Workspace, you should enable and use Workspace infolets instead.
- adjusted territory quota
- The quota amount assigned to the user plus the adjustment amount entered.
- adjustment threshold
- Largest percentage of a quota that can be added as an adjustment.
- Suggestions that automatically appear for a search field, even before you finish typing your search term. You can select any of the suggestions to run your search.
- Acronym for business-to-business. Indicates the type of customer relationship with a business, where the customer is a business rather than an individual consumer.
- Acronym for business-to-consumer. Indicates the type of customer relationship with a business, where the customer is an individual consumer rather than a business.
- business function
- A business process or an activity that can be performed by people working within a business unit. Describes how a business unit is used.
- business unit
- A unit of an enterprise that performs one or many business functions that can be rolled up in a management hierarchy.
- candidate object
- A candidate object is a business object, such as a resource or a territory, that is associated with one or more work objects for eventual assignment. Creating a candidate object involves entering its application information and selecting its attributes to use in rules or mappings.
- conversion rate
- Ratio at which the principal unit of one currency can be converted into another currency.
- conversion rate type
- Type of conversion used to convert or exchange foreign currency transactions to your functional currency. For example, a user rate or a corporate rate.
- corporate rate type
- Rate you define to standardize rates used in conversion of one currency to another over a period of time. This rate is generally a standard market rate determined by senior financial management for use throughout the organization.
- A page that gives quick access to key tasks and summary information for a business process or object.
- data model
- The metadata that determines where data for a report comes from and how that data is retrieved.
- data security
- The control of access and action a user can take against which data.
- deal size
- Total monetary amount the customer is expected to spend.
- A value that specifies the use of a reference data set in a particular business context.
- determinant type
- The value that affects sharing of reference data in a transaction across organizations, such as a business unit or a cost organization.
- A data category used to define territory boundaries, such as geography. Dimensions contain related dimension members usually organized in hierarchies. For example, a geography dimension often includes members, such as countries, and cities that belong to countries. Defined dimensions determine how to assign objects, such as customers, leads, and opportunities.
- dimension member
- Individual components of a dimension. For example, Japan is a member of the geography dimension.
- document sequence
- A unique number that is automatically or manually assigned to a created and saved document.
- An organization having common control over one or more legal entities.
- Business practices or methods applicable to the functional areas that enable the fine-tuning of business functionality.
- field sales
- Sales representatives dedicated to working directly with their customers, often making presentations in person, to close deals.
- fixed rate type
- Rate you set between two currencies that remains constant. For example, a rate set between the euro currency and each Economic and Monetary Union (EMU) currency during the conversion to the euro currency.
- A flexible data field that you can configure such that it contains one or more segments or stores additional information. Each segment has a value and a meaning.
- flexfield segment
- An extensible data field that represents an attribute and captures a value corresponding to a predefined, single extension column in the database. A segment appears globally or based on a context of other captured information.
- forecast due date
- The date after which the forecast changes from current status to past status and no changes can be made to the forecast.
- global header
- The uppermost region in the user interface that remains the same no matter which page you're on.
- global search
- The search in the global header that lets you search across many business objects.
- hierarchy version
- Hierarchy version refers to a specific version of a hierarchy. You can create any number of versions, but only one hierarchy version can be active on a specific date. In tree terminology, hierarchy versions are also called tree versions.
- A small interactive widget on the home page that provides key information and actions for a specific area, for example your personal profile. Each infolet can have multiple views.
- inside sales
- Sales representatives dedicated to qualifying leads and contacting customers over the phone or e-mail.
- internal expert
- Experts within your company who have previous experience with a specific competitor.
- inventory organization
- A logical or physical entity in the enterprise that tracks inventory transactions and balances, stores definitions of items, and manufactures or distributes products.
- item master
- A collection of data that describes items and their attributes recorded in a database file.
- item validation organization
- Inventory organization that order management uses to identify items that it displays and validates for a business unit. The inventory organization typically identifies a warehouse.
- job role
- A role, such as an accounts payable manager or application implementation consultant, that usually identifies and aggregates the duties or responsibilities that make up the job.
- lead rank
- A configurable set of values such as hot, warm, or cool used to prioritize leads for lead qualification and sales engagement.
- legal entity
- An entity identified and given rights and responsibilities by commercial law through the registration with country's appropriate authority.
- line of business
- A particular kind of commercial enterprise. For example, a broad grouping of salable products such as hardware or training.
- lookup code
- An option available within a lookup type, such as the lookup code BLUE within the lookup type COLORS.
- lookup type
- The label for a static list that has lookup codes as its values.
- mainline metadata
- The primary branch of metadata that a sandbox is published to. Once published, changes made in the sandbox become available to all users.
- market potential
- Estimated revenue for sales leads and recommendations within a territory.
- Individual web page or a small cluster of pages meant to function as a discrete entity within an existing website or to complement an offline activity.
- nonrevenue quota
- A type of quota typically assigned to a sales resource with overlay sales roles, such as sales consultants or telemarketing representatives, to measure their performance. It is for the Sales Revenue goal.
- Grouping of setup tasks that support specific business functions, such as Sales, Service, and Product Management.
- A unit of an enterprise that provides a framework for performing legal, managerial, and financial control and reporting. Organizations can be classified to define their purpose, for example, as departments, divisions, legal entities, and can own projects and tasks, or incur project expenses.
- organization hierarchy
- A tree structure that determines the relationship between organizations.
- overall catchall territory
- Sales territory with the value of Any for all the territory dimensions, which you can use for territory assignment troubleshooting. You must include an overall catchall territory in all sales territory hierarchies used for assignment.
- overlay territory
- A territory, usually owned by an internal employee, whose team supports the sales activities within the territory boundaries. Overlay territories often overlap with one or more prime or other overlay territories. For example, an overlay territory of technical experts who assist salespeople with product demonstrations.
- primary ledger
- Main record-keeping ledger.
- prime territory
- A territory that's usually owned by an internal employee who's directly responsible for sales within the territory boundaries. Prime territories aim to assign sales representatives to each region where potential customers are located.
- profile option
- User preferences and system configuration options that users can configure to control application behavior at different levels of an enterprise.
- profile option value
- The setting mapped to the level of a profile option. A profile option may have multiple values set at different levels, such as Site or User.
- Query By Example
- The icon for filtering data in a table.
- A revenue or other target, tied to expected performance.
- reference data
- Data in application tables that is not transactional or high-volume, which an enterprise can share across multiple organizations. For example, sales methods, transaction types, or payment terms.
- reference data set
- Contains reference data that can be shared across a number of business units or other determinant types. A set supports common administration of that reference data.
- reference group
- A logical collection of reference data sets that correspond to logical entities, such as payment terms defined across multiple tables or views. Based on the common partitioning requirements across entities, the reference data sets are grouped to facilitate data sharing among them.
- request call back
- A marketing response form that can be inserted into an e-mail. E-mail recipients can click the link to request a call back.
- People designated as able to be assigned to work objects, for example, service agents, sales managers, or partner contacts. A sales manager and partner contact can be assigned to work on a lead or opportunity. A service agent can be assigned to a service request.
- resource organization
- An organization whose members are resources. Resource organizations are used to implement sales organizations, partner organizations, and so on.
- resource quota
- The target associated with a territory resource. Resource quota can be either revenue resource quota or nonrevenue resource quota.
- resource role
- The role the user plays in the sales organization. The resource role appears as the person's title in the Resource Directory.
- resource skills
- A resource skill is a self-proclaimed, self-rated knowledge set that a resource has. Skills are defined in terms of categories, products, components and platforms.
- A recorded reaction of a prospect or customer to a marketing activity.
- Controls access to application functions and data.
- sales campaign
- A sales campaign enables a salesperson to target customer contacts by email in a personalized campaign, using marketing generated collateral.
- sales goal
- A business or sales objective represented as a measurable goal. A sales goal is defined by how it's measured (amount or quantity), and whether or not the goal has a focus such as on specific product groups.
- sales promotion
- A business object used to offer special pricing, such as a percentage discount, free shipping, or a coupon.
- sales quota
- Territory and resource quota for the Sales Revenue goal together compose sales quota.
- sales quota plan
- Plan that contains all quota activities for the fiscal year, created by the administrator. Actual sales and pipeline are tracked against only one quota plan for the year.
- A testing environment that isolates untested code changes from the mainline environment so that these changes don't affect the mainline metadata or other sandboxes.
- set enabled
- A property that describes entities that an organization shares as reference data. For example, you can indicate a lookup, customer, location, or document attachment as set enabled.
- Setup Assistant
- A setup task that automates many of the initial setups for a stand-alone sales application. Setup Assistant is available in the Sales offering, Company Profile functional area.
- setup user
- A user provisioned with the job roles and abstract roles required to perform implementation tasks.
- Skills are individual chatbots that are designed to interact with users and fulfill specific types of tasks, such as getting sales details, creating appointments, and changing contact information. Each skill helps complete a task through a combination of text messages and simple UI elements like select lists.
- source territory
- A territory with one or more dimensions inherited by at least one recipient territory.
- spot rate type
- Rate you enter to perform conversion based on this rate as of a specific date. This rate applies to the immediate delivery of a currency.
- The grid of icons on the home page that you can use to open pages.
- Abbreviation for strengths, weaknesses, opportunities, and threats. SWOT analyses score the strengths, weaknesses, opportunities, and threats of a sales competitor, as compared to the selling company.
- The jurisdiction of responsibility of a salesperson or sales manager over a set of customers. Territories serve as a basis for forecasting, quota, compensation, and analysis of sales performance.
- territory coverage
- A territory coverage is a set of boundaries that define what's included or excluded in the territory and what can be sold. For example, sell all products in North America. Customers or partners can be selected to be included or excluded from the territory.
- territory freeze date
- The date after which forecasting stops accepting territory hierarchy changes for the scheduled forecast and forecasting activities can begin.
- territory owner
- A sales resource who owns a territory gains access to the opportunities and other work objects in that territory and can submit and review sales forecasts for that territory.
- territory proposal
- A sandbox container used to model territory changes. All valid territories within a proposal become active on the proposal activation date.
- territory quota
- The revenue target associated with the expected performance of a territory.
- unit of measure
- A division of quantity that's adopted as a standard of measurement.
- user rate type
- Rate you enter at journal entry time to convert foreign currency transactions to your ledger currency.
- work area
- A set of pages containing the tasks, searches, and other content you need to accomplish a business goal.
- work object
- A work object is a business object that requires assignment, such as a lead or an opportunity. Creating a work object involves entering its application information, selecting its attributes to use during assignment, and associating one or more candidates.
- An automated process that passes a task from one user (or group of users) to another to view or act on. The task is routed in a logical sequence to achieve an end result.
- Workspace infolet
- Workspace infolets summarize key sales information on the Home page. They provide salespeople with many of the features they use in Workspace, such as quick actions and filters. For example, from within the My Accounts Workspace infolet, salespeople can take notes, log calls, schedule appointments, and even create opportunities for a specific account in the list.