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 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Remaining Retention Time | Time remaining before the Account is withdrawn under the applicable rule |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 |