Salesforce Terminology Crossword

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Across
  1. 5. A shortcut to an existing record.
  2. 8. A Relationship is a record of a business or an individual, either of which can be a prospect or a customer
  3. 9. A real-time visual representation of the data in a report.
  4. 11. A singular item within an object
  5. 12. Holds data, records, or reports within areas of the platform such as Relationship, Lead, Opportunity or Loan Objects.
  6. 13. Links between related Relationship Records
  7. 14. The built-in communication and collaboration tool available within Salesforce
  8. 15. A task or event used to track actions on a Record
Down
  1. 1. A holding area in Salesforce where Records are waiting for someone to pick them up and assign themselves as the new owner.
  2. 2. Specific instances of customer communication within the Sales cycle.
  3. 3. A search feature that allows you to search a wide range of fields within every record in Salesforce.
  4. 4. A view of Records that can be filtered and sorted.
  5. 6. A subscription to an existing record.
  6. 7. Deals that you are actively working, tracking, or have closed.
  7. 10. A potential customer referred by an internal FCMA team member or external customer or influencer.
  8. 16. an activity to be completed by a certain date and/or time in the future.