Sales Cloud Account Contact Role Concept Map

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Glossary

Account - An organization or individual of interest

Account Role - What a Contact does for their Account

Contact - A person employed by an Account (as employee or contractor)

Contract - An agreement defining business terms between parties

Contract Role - What a Contact does regarding Contracts

Opportunity - A deal in progress with an Account

Opportunity Role - What a Contact does on an Opportunity

Order - A request for a transaction

Quote - A list of proposed goods or services to sell, with prices