Using the New Field Glossary Tool in Salesforce

Sam Gunter Updated by Sam Gunter

Purpose

The purpose of the Field Glossary Tool is to provide quick and easy access to definitions for key fields within Salesforce, focusing primarily on Account & Opportunity Objects. This tool aims to streamline workflows, ensure consistent data entry, and improve understanding of essential field definitions.

Intended Audience

  • All team members who use Salesforce, especially those who work with Account and Opportunity Objects. Teams include but not limited to:
    • New Sales
    • Renewals
    • Success
    • Support
    • Training
    • Marketing
    • Sales Ops
    • Executives

Notes

  • The Field Glossary Tool is accessible anywhere within Salesforce.
  • Definitions within the tool have been carefully crafted by the Sales Operations team and Team Leaders for clarity and accuracy.
  • The tool initially focuses on the Account & Opportunity Objects.
  • Feedback and questions regarding the tool can be directed to the #help-salesforce channel on Slack.

How To Create A Trial Upgrade

  1. Log in to Salesforce
  2. Locate the Field Glossary tool on the Utility Bar on the bottom of the Salesforce window
  3. Select your object, Account or Opportunity, and whether you want to see common filters for reporting via checkbox
  4. Review the definitions provided for each field to ensure clarity and understanding
    1. If you wish to change your object or remove filter checkbox, scroll to the bottom of the definitions and click the previous button

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