本文為Salesforce所涉及的基本銷售術(shù)語（D-F部分），略有刪減（涉及聊天Chatter部分的術(shù)語沒有收錄），便于讀者理解Salesforce的術(shù)語概念，以及其產(chǎn)品設(shè)計(jì)理念和思路。

儀表板（Dashboard）

儀表板可以將源報(bào)告作為可視化組件來顯示數(shù)據(jù)。它可能是圖表、計(jì)量表、表格、度量項(xiàng)或頁面。這些組件為你的組織提供了關(guān)鍵指標(biāo)和績效指標(biāo)的快照。每個(gè)儀表板最多可包含20個(gè)組件。（A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.）

儀表板構(gòu)建器（Dashboard Builder）

儀表板構(gòu)建器是用于創(chuàng)建和修改儀表板的可拖放界面。（Dashboard builder is a drag-and-drop interface for creating and modifying dashboards.）

Database.com

Database.com是Salesforce提供的企業(yè)云數(shù)據(jù)庫。（Database.com is an enterprise cloud database from Salesforce.）

帶有日期的匯率（Dated Exchange Rates）

帶有與日期的匯率，可以讓你將貨幣匯率映射到特定的日期范圍內(nèi)。例如，1月1日的匯率為1美元兌1.39澳元，但2月1日的匯率變?yōu)?美元兌1.42澳元。你在1月1日至2月1日之間成交的商機(jī)，使用第一種匯率（1 = 1.39），而在2月1日之后成交的商機(jī)使用第二種匯率（1 = 1.42）。（Dated exchange rates allow you to map a currency conversion rate to a specific date range. For example, the exchange rate on January 1 was 1 USD to 1.39 AUD, but on February 1, it changed to 1 USD to 1.42 AUD. Your opportunities that closed between January 1 and February 1 use the first exchange rate (1 = 1.39), while opportunities that closed after February 1 used the second exchange rate (1 = 1.42).）

開發(fā)版（Developer Edition）

一個(gè)免費(fèi)的，功能齊全的Salesforce組織，旨在為開發(fā)人員擴(kuò)展、集成和使用Lightning平臺(tái)進(jìn)行開發(fā)。開發(fā)版帳戶可在developer.salesforce.com上獲得。（A free, fully-functional Salesforce organization designed for developers to extend, integrate, and develop with the Lightning Platform. Developer Edition accounts are available on developer.salesforce.com.）

開發(fā)人員沙箱（Developer Sandbox）

開發(fā)人員沙箱將自定義（元數(shù)據(jù)）復(fù)制到單獨(dú)的環(huán)境中進(jìn)行編碼和測試，但不復(fù)制生產(chǎn)數(shù)據(jù)。（Developer sandboxes copy customization (metadata), but don't copy production data, into a separate environment for coding and testing.）

文件庫（Document Library）

一個(gè)存儲(chǔ)文檔而不將其附加到客戶、聯(lián)系人、商機(jī)或其他記錄的地方。（A place to store documents without attaching them to accounts, contacts, opportunities, or other records.）

動(dòng)態(tài)儀表板（Dynamic Dashboard）

動(dòng)態(tài)儀表盤使用查看儀表板用戶的安全設(shè)置運(yùn)行。每個(gè)用戶都可以根據(jù)自己的訪問級(jí)別查看儀表板。這種方法可幫助管理員將一組通用的儀表板組件共享給具有不同訪問級(jí)別的用戶。（A dynamic dashboard runs using the security settings of the user viewing the dashboard. Each user sees the dashboard according to his or her own access level. This approach helps administrators share one common set of dashboard components to users with different levels of access.）

郵件告警（Email Alert）

郵件警報(bào)是指使用特定的電子郵件模板，將電子郵件發(fā)送到指定收件人的操作。（Email alerts are actions that send emails, using a specified email template, to specified recipients.）

郵件模板（Email Template）

一種傳達(dá)標(biāo)準(zhǔn)消息的規(guī)范化郵件，例如給新員工的歡迎郵件或確認(rèn)已收到客戶服務(wù)請(qǐng)求的郵件。郵件模板可以使用合并字段進(jìn)行個(gè)性化設(shè)置，并可以以文本、HTML或自定義格式編寫。（A form email that communicates a standard message, such as a welcome letter to new employees or an acknowledgment that a customer service request has been received. Email templates can be personalized with merge fields, and can be written in text, HTML, or custom format.）

企業(yè)版（Enterprise Edition）

為更大，更復(fù)雜的企業(yè)設(shè)計(jì)的Salesforce版本。（A Salesforce edition designed for larger, more complex businesses.）

用戶權(quán)益（Entitlement）

用戶權(quán)益可以幫助你確定客戶是否有資格獲得客戶支持，以便為他們創(chuàng)建服務(wù)工單?？蛻艨梢愿鶕?jù)特定資產(chǎn)、客戶或服務(wù)合同獲得支持。（Entitlements help you determine if your customers are eligible for customer support so you can create cases for them. A customer can be eligible for support based on a particular asset, account, or service contract.）

權(quán)益聯(lián)系人（Entitlement Contact）

權(quán)益聯(lián)系人是指指定接受客戶支持的聯(lián)系人，例如，一個(gè)命名的呼叫者。它們列在權(quán)益“聯(lián)系人”相關(guān)列表或聯(lián)系人“權(quán)益”相關(guān)列表中。權(quán)益聯(lián)系人沒有頁面布局，搜索布局，按鈕，鏈接或記錄類型。（Entitlement contacts are contacts specified to receive customer support—for example, a named caller. They're listed on an entitlement's Contacts related list or the contact's Entitlements related list. Entitlement contacts don't have page layouts, search layouts, buttons, links, or record types.）

權(quán)益處理流程（Entitlement Process）

權(quán)益處理流程就是時(shí)間表，其中包括支持團(tuán)隊(duì)必須完成的所有步驟（里程碑）才能解決這個(gè)客服工單。每個(gè)過程都包括確定如何為客戶實(shí)施正確的服務(wù)級(jí)別所必需的邏輯。（Entitlement processes are timelines that include all of the steps (milestones) that your support team must complete to resolve cases. Each process includes the logic necessary to determine how to enforce the correct service level for your customers.）

權(quán)益模板（Entitlement Template）

權(quán)益模板是可以快速添加到產(chǎn)品中的預(yù)定義客戶支持條款。例如，你可以為Web或電話支持創(chuàng)建權(quán)益模板，以便用戶可以輕松地將權(quán)益添加到提供給客戶的產(chǎn)品中。（Entitlement templates are predefined terms of customer support that you can quickly add to products. For example, you can create entitlement templates for Web or phone support so that users can easily add entitlements to products offered to customers.）

外部數(shù)據(jù)源（External Data Source）

外部數(shù)據(jù)源指定如何訪問外部系統(tǒng)。Salesforce Connect使用外部數(shù)據(jù)源訪問存儲(chǔ)在Salesforce組織外部的數(shù)據(jù)。Files Connect使用外部數(shù)據(jù)源訪問第三方內(nèi)容系統(tǒng)。外部數(shù)據(jù)源具有關(guān)聯(lián)的外部對(duì)象，你的用戶和Lightning Platform可以使用這些對(duì)象與外部數(shù)據(jù)和內(nèi)容進(jìn)行交互。（An external data source specifies how to access an external system. Salesforce Connect uses external data sources to access data that's stored outside your Salesforce organization. Files Connect uses external data sources to access third-party content systems. External data sources have associated external objects, which your users and the Lightning Platform use to interact with the external data and content.）

外部查詢關(guān)系（External Lookup Relationship）

外部查找關(guān)系將子對(duì)象（標(biāo)準(zhǔn)對(duì)象、自定義對(duì)象或外部對(duì)象）鏈接到父對(duì)象（外部對(duì)象）上。創(chuàng)建外部查找關(guān)系字段時(shí)，父級(jí)外部對(duì)象上的標(biāo)準(zhǔn)“外部ID”字段將與子級(jí)外部查找關(guān)系字段的值匹配。外部對(duì)象字段值來自外部數(shù)據(jù)源。（An external lookup relationship links a child standard, custom, or external object to a parent external object. When you create an external lookup relationship field, the standard External ID field on the parent external object is matched against the values of the child’s external lookup relationship field. External object field values come from an external data source.）

外部對(duì)象（External Object）

外部對(duì)象的行為類似于自定義對(duì)象，不同之處在于它們映射到存儲(chǔ)在Salesforce組織外部的數(shù)據(jù)。每個(gè)外部對(duì)象都映射到已定義的外部數(shù)據(jù)源中的數(shù)據(jù)表，并且每個(gè)外部對(duì)象字段都映射到數(shù)據(jù)表列。用戶和Lightning Platform使用外部對(duì)象與外部數(shù)據(jù)進(jìn)行交互。（External objects behave similarly to custom objects, except that they map to data that’s stored outside your Salesforce org. Each external object maps to a data table in a defined external data source, and each external object field maps to a table column. Users and the Lightning Platform use external objects to interact with the external data.）

外部用戶（External User）

外部用戶是擁有社區(qū)、客戶門戶網(wǎng)站或合作伙伴門戶網(wǎng)站許可證的用戶。（External users are users with Community, Customer Portal, or partner portal licenses.）

過濾條件（Filter Condition/Criteria）

對(duì)特定字段的條件，以限定要包含在列表視圖或報(bào)告中的項(xiàng)目，例如“州等于加利福尼亞”。（Condition on particular fields that qualifies items to be included in a list view or report, such as “State equals California.”）

會(huì)計(jì)年度（Fiscal Year）

組織用于財(cái)務(wù)計(jì)劃目的（例如預(yù)測）的一個(gè)時(shí)間段，其時(shí)間長度通常與日歷年的時(shí)間長度相似。會(huì)計(jì)年度通常包含較小的會(huì)計(jì)期，例如分季度或三個(gè)月。（A period that an organization uses for financial planning purposes, such as forecasting, whose length is usually similar to the length of a calendar year. Fiscal years usually contain smaller fiscal periods, such as quarters or trimesters.）

標(biāo)記（Flag）

用戶可以單擊一個(gè)問題或答復(fù)，將其標(biāo)記為垃圾、可恨或不適當(dāng)?shù)膱D標(biāo)。

An icon that users can click on a question or reply to report it as spam, hateful, or inappropriate.

流程構(gòu)建器（Flow Builder）

基于云的應(yīng)用程序，管理員可以創(chuàng)建一個(gè)流程以在Salesforce中使用。（Cloud-based application that lets admins create a flow for use in Salesforce.）

Lightning平臺(tái)企業(yè)版應(yīng)用(Lightning Platform Enterprise App)

具有最多8個(gè)自定義對(duì)象和8個(gè)自定義標(biāo)簽的自定義應(yīng)用，對(duì)客戶和聯(lián)系人具有讀寫訪問權(quán)限，以及對(duì)共享，批量API或流API的訪問權(quán)限。（A custom app with up to eight (8) custom objects and eight (8) custom tabs, read-write access to accounts and contacts, and access to Sharing, Bulk API, or Streaming API.）

Lightning平臺(tái)輕應(yīng)用（Lightning Platform Light App）

具有最多8個(gè)自定義對(duì)象和8個(gè)自定義標(biāo)簽的自定義應(yīng)用，對(duì)客戶和聯(lián)系人只有只讀訪問權(quán)限，對(duì)共享，批量API或流API的訪問權(quán)限為零。（A custom app with up to eight (8) custom objects and eight (8) custom tabs, read-only access to accounts and contacts, and no access to Sharing, Bulk API, or Streaming API.）

預(yù)測金額（Forecast Amount）

適用于協(xié)作預(yù)測場景。包括從預(yù)測管理者角度進(jìn)行的收入預(yù)測，以及所有者和他下屬的商機(jī)總和，包括所有預(yù)測調(diào)整金額。（Applies to Collaborative Forecasts. The revenue forecast from the forecast manager’s perspective and the sum of the owner’s and subordinates’ opportunities, including all forecast adjustments.）

預(yù)測類別（Forecast Category）

確定在預(yù)測中商機(jī)的類別。商機(jī)類別的默認(rèn)設(shè)置，與其階段是聯(lián)系在一起的，在階段選擇列表中進(jìn)行設(shè)置。對(duì)于特定機(jī)會(huì)，如果要更改其預(yù)測類別，你必須編輯該商機(jī)的預(yù)測。（Determines the category to which an opportunity is attributed in a forecast. The default category setting for an opportunity is tied to its stage, as set in the Stage picklist. To update the Forecast Category for a particular opportunity, you must edit that opportunity’s forecast.）

預(yù)測數(shù)量（Forecast Quantity）

適用于協(xié)作預(yù)測場景。從預(yù)測管理者的視角來看，對(duì)所有人及其下屬所有商機(jī)之和的數(shù)量預(yù)測，其中包括所有預(yù)測調(diào)整。（Applies to Collaborative Forecasts. The quantity forecast from the forecast manager’s perspective and the sum of the owner’s and subordinates’ opportunities, including all forecast adjustments.）

預(yù)測用戶（Forecast User）

可以查看并處理預(yù)測層級(jí)中他們層級(jí)以下預(yù)測的用戶。（A user who can see and work with forecasts below them in the forecast hierarchy.）

預(yù)測（Forecasts）

針對(duì)特定時(shí)期的銷售預(yù)測。（Projections of sales for a specified period.）

公式字段（Formula Field）

一種自定義字段。公式字段根據(jù)合并字段、表達(dá)式的值或其他值，自動(dòng)計(jì)算它的值。（A type of custom field. Formula fields automatically calculate their values based on the values of merge fields, expressions, or other values.）

完全沙盒（Full Sandbox）

完全沙盒會(huì)復(fù)制你的整個(gè)生產(chǎn)組織及其數(shù)據(jù)，包括標(biāo)準(zhǔn)的和自定義對(duì)象的記錄、文檔和附件。使用沙盒可以對(duì)變更進(jìn)行編碼和測試，并就變更對(duì)團(tuán)隊(duì)進(jìn)行培訓(xùn)。你可以每29天更新一次完全沙盒。（Full sandboxes copy your entire production organization and all its data, including standard and custom object records, documents, and attachments. Use the sandbox to code and test changes, and to train your team about the changes. You can refresh a Full sandbox every 29 days.）