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Foundations of Salesforce Terminology

Securian Canada

Engage in a fun and interactive word match puzzle featuring key terminologies from Lesson 1. Test your knowledge by matching the Salesforce-related terms with their accurate definitions. This puzzle is designed to reinforce your understanding of essential concepts and boost your familiarity with the terminology used in Salesforce.

Customer Relationship Management  The specific associations our clients are applying through.
Person Account A to-do list that we use as reminders to follow up on application requirements.
Sponsor Relationships Where we can track a clients new business application.
Cases A technology for managing all of Securian Canada’s relationships and interactions with our insurance clients.
Application Benefit Participant The individual people applying for a specific benefit.
Tasks Where we store information about our clients by combining certain account and contact fields into a single record.

Use the "Printable HTML" button to get a clean page, in either HTML or PDF, that you can use your browser's print button to print. This page won't have buttons or ads, just your puzzle. The PDF format allows the web site to know how large a printer page is, and the fonts are scaled to fill the page. The PDF takes awhile to generate. Don't panic!




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