Salesforce Functionality Definitions 


Activities (Contact Reports) - Activities in Salesforce are events, tasks, calls, and emails sent. Track meetings and tasks together in lists and reports to keep up to date on leads, contacts, opportunities, accounts, and campaigns. Events and tasks also serve historical reporting purposes in Salesforce.

Constituent (Contact, Entity) Management - Constituents are the individuals that can be associated with one or more Organizations.  Managing Constituents can include maintaining bio/demo data, connecting constituents with other people through relationships, connecting constituents with one or more Organizations, logging interactions (activities) such as visits, phone calls and emails, and managing opportunities associated with constituents.

CRM - (Customer Relationship Management or Constituent Relationship Management) is a strategy, often supported by technology, for more effectively managing relationships with key constituency groups, such as parents, faculty, staff, organizations, and/or alumni over the lifetime of the relationship.

Dashboard - 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.

Data Integration - An automated or manual program that moves data between disparate systems, often combining data from multiple sources, and reconciling data across multiple systems. This allows data from multiple systems of record to be shared with other systems for analysis and consumption.

Leads Management - A lead is a prospect who has expressed interest or been identified as a potential donor.  Track prospects apart from your contacts and opportunities with Salesforce lead records. Associate relevant events and tasks with those leads and convert your qualified leads to contacts that have opportunities associated to them. For any lead records that you mark ‘Unqualified’, plan to revisit them later to see whether those prospects’ needs have changed.

Marketing Automation - Automates marketing and sales engagement to generate more leads, qualify and prioritize leads, nurture those leads to a ready state, manage email marketing campaigns and report on the success of email marketing campaigns.

Opportunity (Proposals) Management - Track pending and closed philanthropic opportunities.  See key details, including which organizations you’re working with, who the players are, and the amounts of the potential opportunity. As your opportunity progress toward the Proposal stage:

  • Add products and attach files, such as contracts or data sheets.
  • Log the calls you make.
  • Use Notes to jot down things during meetings.
  • Create tasks for key activities and calendar events for client meetings.
  • Send email to the opportunity contact or other key decision-makers.
  • During negotiation, share strategies with colleagues or to ask your manager for targeted guidance. As the opportunity moves from one stage to the next, update the opportunity record with the current stage.

Organization (Account) Management - An organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.  Managing organizations can include maintaining bio/demo data, connecting constituents, logging interactions (activities) such as visits, phone calls and emails, and managing opportunities associated with organizations.

Pipeline Management - Calculated amount of open opportunities that have a close date within a defined period of time. Displays on forecast detail and edit pages. For managers, this amount includes open opportunities for them and their entire team.

Reports - A report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders that control who has access.

Salesforce - Salesforce (SF) has been identified as the CRM platform to support our technical CRM needs.

Salesforce Marketing Cloud -Salesforce Marketing Cloud is a customer relationship management (CRM) platform for marketers that allows them to create and manage marketing relationships and campaigns with constituents. The Salesforce Marketing Cloud is included in crmND.

Salesforce Sales Cloud - Salesforce Sales Cloud is a constituent relationship management (CRM) platform that is fully customizable and brings constituent information together in an integrated platform that incorporates marketing, lead generation, opportunities, customer service and business analytics. The Salesforce Sales Cloud is included in crmND.

Story (User Story) - User Stories are short expressions of functionality that covers the WHO, WHAT, and WHY of user requirements. User Stories must clearly state the goal of the functionality in business language versus system language. The purpose of a story is to provide enough information for implementers to understand the requirement and for stakeholders to understand, approve and prioritize. Example: "As a Student, I need the ability to update my address in the Student Portal in order to ensure my GU contact information is accurate."

System of Record - The authoritative source of a particular data type.

Task - An activity not scheduled for an exact day and time, but may optionally have a specified due date for completion (e.g., list or required outbound phone calls, emails that need to be sent/responded to, a procedure within a workflow).