本文為Salesforce所涉及的基本銷(xiāo)售術(shù)語(yǔ)（A-C部分），略有刪減（涉及聊天Chatter部分的術(shù)語(yǔ)沒(méi)有收錄），便于讀者理解Salesforce的術(shù)語(yǔ)概念，以及其產(chǎn)品設(shè)計(jì)理念和思路。

客戶（Account）

客戶是你想要跟蹤的一個(gè)組織、公司或消費(fèi)者。例如，客戶、合作伙伴或競(jìng)爭(zhēng)對(duì)手。（An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.）

客戶分配規(guī)則（Account Assignment Rule）

根據(jù)自定義的標(biāo)準(zhǔn)，自動(dòng)將客戶分配到銷(xiāo)售區(qū)域的規(guī)則。（A rule that automatically assigns accounts to territories, based on criteria you define.）比如根據(jù)客戶的郵政編碼、所在州、行業(yè)、收入或員工數(shù)量，自動(dòng)將客戶及其相關(guān)商機(jī)、客戶問(wèn)題或反饋轉(zhuǎn)移到特定區(qū)域。每個(gè)規(guī)則由多行標(biāo)準(zhǔn)組成，這些標(biāo)準(zhǔn)精確地指定了如何分配客戶。

客戶團(tuán)隊(duì)（Account Team）

客戶團(tuán)隊(duì)是針對(duì)一個(gè)客戶在一起工作的一組用戶。例如，一個(gè)客戶團(tuán)隊(duì)可能包括一個(gè)執(zhí)行發(fā)起人、專門(mén)的支持代理人員或項(xiàng)目經(jīng)理。（An account team is a team of users that work together on an account. For example, an account team may include an executive sponsor, dedicated support agent, or project manager.）使用客戶團(tuán)隊(duì)可以讓針對(duì)客戶的協(xié)作更容易跟蹤?？蛻魣F(tuán)隊(duì)與商機(jī)團(tuán)隊(duì)并不相同，盡管他們擁有相同的團(tuán)隊(duì)成員角色。

銷(xiāo)售活動(dòng)（Activity）

一個(gè)事件、一個(gè)任務(wù)、一個(gè)你記錄的電話或者發(fā)送的郵件，都是活動(dòng)。你可以將活動(dòng)與其他記錄關(guān)聯(lián)起來(lái)。比如關(guān)聯(lián)到一個(gè)客戶、線索、商機(jī)或者是用戶問(wèn)題或反饋。在開(kāi)啟了共享活動(dòng)的組織中，你可以將一個(gè)活動(dòng)關(guān)聯(lián)到多個(gè)聯(lián)系人。任務(wù)也可以由Salesforce管理員配置的工作流規(guī)則和審批流程生成。（An event, a task, a call you've logged, or an email you've sent. You can relate an activity to other records, such as an account, a lead, an opportunity, or a case. In an org with Shared Activities enabled, you can relate an activity to multiple contacts. Tasks can also be generated by workflow rules and approval processes configured by a Salesforce admin.）更多活動(dòng)類(lèi)型點(diǎn)擊此處。

管理員（系統(tǒng)管理員）Administrator (System Administrator)

組織中的一個(gè)或多個(gè)人，他們可以對(duì)應(yīng)用進(jìn)行配置和自定義。一般用戶被賦予系統(tǒng)管理權(quán)限后，就具有了管理員特權(quán)。（One or more individuals in your organization who can configure and customize the application. Users assigned to the System Administrator profile have administrator privileges.）

未調(diào)整金額（Amount Without Adjustments）

適用于協(xié)作場(chǎng)景下的收入預(yù)測(cè)。未調(diào)整金額為一個(gè)人擁有的商機(jī)收入和他下屬擁有的商機(jī)收入之和，不需要做任何調(diào)整。下屬包括在預(yù)測(cè)層級(jí)中所有向某人回報(bào)的人。此金額僅在報(bào)告中可見(jiàn)。（Applies to Collaborative Forecasts. The sum of a person’s owned revenue opportunities and the person's subordinates’ opportunities, without adjustments. Subordinates include everyone reporting up to a person in the forecast hierarchy. This amount is visible only on reports.）

管理者未調(diào)整金額（Amount Without Manager Adjustment）

適用于協(xié)作場(chǎng)景下的收入預(yù)測(cè)。這個(gè)預(yù)測(cè)數(shù)字可以被預(yù)測(cè)者看到。它是預(yù)測(cè)者所擁有商機(jī)收入以及其下屬商機(jī)收入的總和，預(yù)測(cè)者可以對(duì)他和下屬的預(yù)測(cè)進(jìn)行調(diào)整，但是不包括在預(yù)測(cè)層級(jí)中，預(yù)測(cè)者上級(jí)管理者所做的調(diào)整。（Applies to Collaborative Forecasts. The forecast number as seen by the forecast owner. This is the sum of the owner’s revenue opportunities and the owner’s subordinates’ opportunities, including adjustments made by the forecast owner on the owner's or subordinates’ forecasts. It doesn’t include adjustments made by forecast managers above the owner in the forecast hierarchy.）更多信息點(diǎn)擊此處。

審批流程（Approval Process）

審批流程讓Salesforce中的記錄審批自動(dòng)化起來(lái)。審批流程指定了審批中的每個(gè)步驟，包括向誰(shuí)請(qǐng)求審批以及在流程的每個(gè)節(jié)點(diǎn)要做什么。（An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including who to request approval from and what to do at each point of the process.）更多審批流程樣例，點(diǎn)擊此處。

資產(chǎn)（Asset）

客戶所擁有產(chǎn)品的特定模式或類(lèi)型。根據(jù)你的組織使用資產(chǎn)的方式，它可以代表客戶已經(jīng)購(gòu)買(mǎi)和安裝的你的產(chǎn)品，或者代表客戶使用的競(jìng)爭(zhēng)對(duì)手的產(chǎn)品。（A specific model or type of product that a customer owns. Depending on how your organization uses assets, they can represent your products that the customer has purchased and installed or your competitor’s products that the customer uses.）

自動(dòng)回復(fù)規(guī)則（Auto-Response Rule）

自動(dòng)回復(fù)規(guī)則是一組條件，根據(jù)提交記錄的屬性，針對(duì)用戶提問(wèn)或線索提交，自動(dòng)回復(fù)電子郵件。針對(duì)用戶提問(wèn)和反饋，自動(dòng)回復(fù)規(guī)則適用于來(lái)自自助服務(wù)門(mén)戶、客戶門(mén)戶、Web-to-Case表單、Email-to-Case消息或隨需的Email-to- case消息提交的內(nèi)容。針對(duì)提交的線索，自動(dòng)回復(fù)規(guī)則適用于那些通過(guò)Web-to-lead表單捕獲的線索。（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 portal, a Customer Portal, a Web-to-Case form, an Email-to-Case message, or an On-Demand Email-to-Case message. Applicable leads include those captured through a Web-to-Lead form.）

最高金額（Best Case Amount）

確定特定月份或季度所有“可能”的收入預(yù)測(cè)。對(duì)于管理者來(lái)說(shuō)，等于他們及其整個(gè)團(tuán)隊(duì)可能產(chǎn)生的總收入。（Revenue projection in a forecast that identifies total “possible” revenue for a specific month or quarter. For managers, equals the total amount of revenue they and their entire team can possibly generate.）

業(yè)務(wù)客戶（Business Account）

你想要跟蹤的一個(gè)公司或組織（A company or organization that you want to track.）

市場(chǎng)活動(dòng)（Campaign）

一種營(yíng)銷(xiāo)活動(dòng)，如廣告、直發(fā)郵件或會(huì)議，為了產(chǎn)生潛在客戶、建立品牌知名度而進(jìn)行的營(yíng)銷(xiāo)活動(dòng)。（A marketing initiative, such as an advertisement, direct mail, or conference, that you conduct in order to generate prospects and build brand awareness.）

市場(chǎng)活動(dòng)層級(jí)（Campaign Hierarchy）

一組多達(dá)五個(gè)活動(dòng)組織成的層次結(jié)構(gòu)。父活動(dòng)可以有多個(gè)子活動(dòng)，但是一個(gè)子活動(dòng)只能有一個(gè)父活動(dòng)。（A set of up to five campaigns organized into a hierarchy. A parent campaign can have several child campaigns, but a child campaign can have only one parent.）

市場(chǎng)活動(dòng)參與者（Campaign Member）

與市場(chǎng)活動(dòng)有關(guān)的所有線索或聯(lián)系人。（Any lead or contact associated with a campaign.）

市場(chǎng)活動(dòng)投資回報(bào)率Campaign ROI (Return On Investment)

市場(chǎng)活動(dòng)投資回報(bào)率是指市場(chǎng)營(yíng)銷(xiāo)投資的回報(bào)率。使用“市場(chǎng)活動(dòng)ROI分析報(bào)告”分析投資回報(bào)率。ROI等于凈收益（贏得客戶業(yè)務(wù)商機(jī)的總價(jià)值 - 實(shí)際成本）除以實(shí)際成本。ROI以百分比方式表示。（The campaign ROI is the return on your marketing investment. Use the Campaign ROI Analysis Report to analyze the ROI. The ROI is calculated as the net gain (Total Value Won Opps - Actual Cost) divided by the Actual Cost. The ROI result is expressed as a percentage.）

客戶工單（Case）

客戶的反饋、問(wèn)題或疑問(wèn)的詳細(xì)描述。用于跟蹤和解決客戶的不同問(wèn)題。（Detailed description of a customer’s feedback, problem, or question. Used to track and solve your customers’ issues.）

解決方案類(lèi)別（Category, Solutions）

解決方案類(lèi)別，是一個(gè)可以應(yīng)用到解決方案的一個(gè)標(biāo)簽，用來(lái)對(duì)類(lèi)似的解決方案進(jìn)行分組。解決方案類(lèi)別可以幫助客戶支持代表在解決用戶提問(wèn)或反饋時(shí)，更加快速的找到解決方案。如果你使用自助入口的門(mén)戶網(wǎng)站或公共解決方案，你的客戶可以按照類(lèi)別來(lái)瀏覽解決方案，以查找他們需要的內(nèi)容。另請(qǐng)參閱父類(lèi)別。（A label you can apply to a solution to group similar solutions together. Solution categories help customer support representatives find solutions faster when solving cases. If you use the Self-Service portal or public solutions, your customers can browse solutions by category to find what they need. See also Parent Category.）

渠道管理員（Channel Manager）

渠道管理員是管理你的合作伙伴的內(nèi)部用戶。（Channel managers are the internal users that manage your partners.）

銷(xiāo)售人員提交金額（Commit Amount）

單個(gè)銷(xiāo)售人員對(duì)在特定月份或季度成交有合理信心的預(yù)測(cè)金額。對(duì)于管理者而言，該金額應(yīng)該等于他們自己以及他們管理團(tuán)隊(duì)確定可以成交的金額總和。（Forecast amount that an individual salesperson is reasonably confident of closing in a particular month or quarter. For managers, this should equal the amount that they and their team can confidently close.）

競(jìng)爭(zhēng)者（Competitor）

針對(duì)特定商機(jī)，顯示競(jìng)爭(zhēng)者名稱、優(yōu)勢(shì)和弱點(diǎn)的相關(guān)列表。（Related list that displays competitor names, strengths, and weaknesses entered for a specific opportunity.）在你努力成交交易時(shí)，競(jìng)爭(zhēng)者字段可以幫你更好的跟蹤競(jìng)爭(zhēng)對(duì)手。

Office連接器（Connect for Office）

可將 Salesforce 與 Microsoft? Word 和 Excel 集成在一起的產(chǎn)品。

Product that integrates Salesforce with Microsoft? Word and Excel.

Outlook連接器（Connect for Outlook）

該連接器已退役。該產(chǎn)品是我們與Microsoft? Outlook? 2007 和更早版本的舊同步插件。（Connect for Outlook is retired. The product was our legacy sync add-in for Microsoft? Outlook? 2007 and earlier.）

離線連接器（Connect Offline）

使銷(xiāo)售人員在完全斷開(kāi)網(wǎng)絡(luò)連接的情況下，也能隨時(shí)隨地使用 Salesforce 遠(yuǎn)程更新其數(shù)據(jù)的產(chǎn)品。（Product that allows salespeople to use Salesforce to update their data remotely, anywhere, anytime—totally unplugged.）

聯(lián)系人（Contact）

聯(lián)系人是指與你的客戶相關(guān)聯(lián)的人員。（Contacts are the individuals associated with your accounts.）

聯(lián)系人角色（Contact Role）

聯(lián)系人在特定客戶、合同或商機(jī)中扮演的角色，如“決策者”或“評(píng)估者”。你可將某個(gè)聯(lián)系人標(biāo)記為客戶、合同或商機(jī)的“主要”聯(lián)系人。聯(lián)系人在不同客戶、合同或商機(jī)中可以擁有不同的角色。（The role that a contact plays in a specific account, contract, or opportunity, such as “Decision Maker” or “Evaluator.” You can mark one contact as the “primary” contact for the account, contract, or opportunity. A contact can have different roles in various accounts, contract, or opportunities.）

可交付內(nèi)容（Content Delivery）

已經(jīng)被轉(zhuǎn)換為在線格式的文檔，以分發(fā)給線索、聯(lián)系人和同事。（A file that has been converted into an optimized online format for distributions to leads, contacts, and colleagues.）

內(nèi)容包（Content Pack）

作為一個(gè)組存儲(chǔ)在 Salesforce CRM Content 中的相關(guān)文檔或文件的集合。（A collection of related documents or files that are stored as a group in Salesforce CRM Content.）

合同（Contract）

合同是定義各方間業(yè)務(wù)條款的協(xié)議。（A contract is an agreement defining the terms of business between parties.）

合同行項(xiàng)目（Contract Line Item）

合同行項(xiàng)目是服務(wù)合同涵蓋的特定產(chǎn)品。它們只在服務(wù)合同的“合同行項(xiàng)目”相關(guān)列表上顯示，并不在合同上顯示。（Contract line items are specific products covered by a service contract. They only display to users on the Contract Line Items related list on service contracts, not contracts.）

轉(zhuǎn)化（Convert）

通過(guò)按鈕或鏈接，你可以將合格的銷(xiāo)售線索轉(zhuǎn)化為客戶、聯(lián)系人以及（可選）商機(jī)。來(lái)自線索字段的信息，將轉(zhuǎn)移到相應(yīng)的客戶、聯(lián)系人和商機(jī)字段中。（Button or link that allows you to change a qualified lead into an account, contact, and, optionally, an opportunity. Information from the lead fields is transferred into the appropriate account, contact, and opportunity fields.）

自定義字段（Custom Field）

除了標(biāo)準(zhǔn)字段外，還可以添加一個(gè)字段，以根據(jù)組織的需要自定義Salesforce。（A field that can be added in addition to the standard fields to customize Salesforce for your organization’s needs.）

自定義對(duì)象（Custom Object）

自定義記錄，使你可以存儲(chǔ)組織專有的信息。（Custom records that allow you to store information unique to your organization.）

自定義視圖（Custom View）

一個(gè)顯示功能，可以讓你查看特定對(duì)象的特定記錄集。（A display feature that lets you see a specific set of records for a particular object.）