Published at: 2026-09-17
Account management core terms
Overview
Use this reference to understand common concepts in Account Management.
| Term | Definition |
|---|---|
| Account | A business, group, or individual that has a direct economic relationship with your organization |
| Contact | A person who communicates on behalf of a business Account, or a related person for an individual Account |
| Account Address | A detail object that stores the Primary Address and Default Shipping Address |
| Account Financial Information | A detail object that stores financial information used for invoicing and related processes |
| Primary Address | The default visit address when you create New Fieldwork for an Account |
| Default Shipping Address | The default delivery address when you create a Sales Order for an Account |
| Default Financial Information | The default financial information available when you create an Invoice Application for an Account |
| Account Pool | A shared resource pool for Accounts that are available to claim or assign |
| Account Tree | A tree that shows parent-child relationships among groups, subsidiaries, and branches |
| Account Master Data tree | Account Tree established based on Account Master Data and Multi-Org capabilities |
| Account Department | A Standard Object that stores Account departments and their parent-child relationships |
| Influence Map | A graph that shows Contact reporting lines and key roles within an Account |
| Root Node | The highest-level node in a tree |
| Remaining Retention Time | Time remaining before the Account is withdrawn under the applicable rule |
| Number of Transfers | Number of times the Account owner has changed |