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Salesforce Service Cloud

Salesforce Service Acronyms

Here is a helpful glossary of terms you will hear when discussing Salesforce and Salesforce Service Cloud. ACW After Call Work Tasks that the agent needs to complete after the customer call has ended. Your job as a Salesforce Admin/Service Cloud Consultant is to make completing these tasks (eg. entering data, call outcome notes), as

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Salesforce

An Intro to Salesforce Acronyms

Following is an intro to Salesforce acronyms that you will encounter when discussing Salesforce CRM. Acronym Meaning Definition AKA Also Known As Due to name changes Salesforce has made to some products and also the slang/pet names the Salesforce community adorn certain functionality, these three letters have crept into our vocabulary. BA Business Analyst Business

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CRM analytics

What is the definition of a CRM?

Customer relationship management (definition of a CRM) is a set of integrated, data-driven software solutions that help manage, track, and store information related to your company’s current and potential customers. What is CRM Software? Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal

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Salesforce Quote-to-Cash

Acronyms for Quote-to-Cash

Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. Acronym Meaning Defintion ACV Annual Contract Value The annual revenue generated from each customer contract, each year. ARR Annual Recurring Revenue The annual revenue generated from all customer contracts (ie. the company-level revenue), a metric used by subscription-based businesses (such

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HIPAA

What is HIPAA?

What is HIPAA? Health Insurance Portability and Accountability Act Description The Health Insurance Portability and Accountability Act of 1996 is a United States Act of Congress enacted by the 104th United States Congress and signed into law by President Bill Clinton on August 21, 1996.  The HIPAA act required the creation of national standards to

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Salesforce analytics insurance

Business Analysis and Project Management Acronyms

Here is a helpful glossary of business analysis and project management acronyms you may encounter when discussing business analysis and project management. Acronym Meaning Definition BPMN Business Process Management Notation “A flow chart method that models the steps of a planned business process from end to end. Its purpose is to model ways to improve

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CAN-SPAM

Can-Spam Explained

Despite its name, the CAN-SPAM Act is not limited to bulk email; it encompasses all commercial messages. These messages, defined as “any electronic mail message the primary purpose of which is the commercial advertisement or promotion of a commercial product or service,” include emails promoting content on commercial websites. The law applies universally, including to business-to-business emails, meaning all emails must adhere to its provisions.

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PII

PII Explained

Personal Identifiable Information (PII) is defined as: Any representation of information that permits the identity of an individual to whom the information applies to be reasonably inferred by either direct or indirect means. Further, PII is defined as information: (i) that directly identifies an individual (e.g., name, address, social security number or other identifying number

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