Glossary
The Vantegrate glossary from A to Z
Clear definitions of the concepts we use across the site: sales, logistics, foreign trade, AI agents, WhatsApp, Salesforce and Oracle. Each term with its direct answer.
175 terms2 topicsfrom A to Z
Latest in the glossary
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A/B TestingA/B testing is an experiment that compares two versions of an element (A and B), shown at random to equivalent audiences, to measure which one delivers a better result on a defined metric so you can decide with data, not intuition.ABC Inventory AnalysisABC inventory analysis is a method that classifies products into three groups (A, B and C) by value or importance, so you can focus control and management on the few items that account for most of the total value.Accounts Receivable AgingAccounts receivable aging is a report that classifies receivables by how many days each unpaid invoice is past due (current, 1-30, 31-60, 61-90, 90+), so you can prioritize collections and estimate the risk of bad debt.Agent GraphAn Agent Graph is the representation, as a graph of nodes and connections, of how an AI agent reasons through and executes a task: each node is a step (a decision, a tool call or a response) and the edges define the flow between them.Agent OrchestrationAgent orchestration is the coordination of multiple AI agents so they collaborate on a complex task: a coordinator agent breaks down the goal, assigns subtasks to specialized agents and combines their results into a coherent answer.Agent ScriptAgent Script is Salesforce's declarative language for defining an AI agent's behavior: its instructions, its subagents (formerly called topics) and the actions it can execute. It describes what the agent should do, not how to program it line by line.AgentforceAgentforce is Salesforce's platform for building and deploying autonomous AI agents that reason, decide and carry out tasks (service, sales, marketing) using CRM data, with human oversight and built-in guardrails.Agentforce BuilderAgentforce Builder is Salesforce's visual tool for designing, configuring and publishing AI agents without writing code. It lets you define the agent's subagents (formerly called topics), instructions and actions through a declarative interface, and test it before putting it into production.Agentforce DXAgentforce DX is Salesforce's set of developer tools for building, testing, versioning and deploying Agentforce AI agents through a professional workflow: CLI commands, VS Code extensions, definitions as code and an automated testing framework.Agentic AIAgentic AI is artificial intelligence software that pursues goals autonomously: it reasons, plans steps, uses tools and acts on real systems instead of just generating text. It decides what to do and carries it out with minimal human supervision.AI AgentAn AI agent is a software system that perceives its environment, reasons about a goal and takes actions autonomously to achieve it, using tools and memory without a fixed script or human intervention at every step.AI GuardrailsGuardrails are the safety barriers that limit what an AI system can say or do: they define off-limits topics, blocked actions and filtered responses, so the model operates within controlled, predictable boundaries in production.AI HallucinationAn AI hallucination is when a language model generates false, made-up or inconsistent information but presents it with complete confidence, as if it were true. It happens because the model predicts plausible text; it does not look up verified facts.ApexApex is Salesforce's proprietary, object-oriented programming language, similar to Java, that runs on Salesforce's servers. It lets you add custom business logic (triggers, classes and integrations) when declarative tools such as Flow are not enough.APIAn API (application programming interface) is a contract that lets two software systems exchange data and functions without knowing each other's internal code. It defines, in a standard way, which requests you can make and which responses to expect.ARR (Annual Recurring Revenue)ARR (Annual Recurring Revenue) is the annualized value of a subscription company's recurring, predictable revenue, normalized to twelve months. It counts only contracts that repeat every year and excludes one-time charges such as implementation or professional services.Atlas Reasoning EngineThe Atlas Reasoning Engine is the reasoning engine behind Agentforce, Salesforce's AI layer. It interprets each request, breaks it down into steps, retrieves trusted data and decides which action to take before an autonomous agent responds.Average Order Value (AOV)Average order value (AOV) is the average sales value per transaction: it is calculated by dividing total revenue by the number of transactions (tickets or orders) in a period. It measures how much a customer spends on each purchase.
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BANTBANT is a lead qualification methodology that evaluates four criteria: Budget, Authority (decision-making power), Need (a real need) and Timeline (purchase timeframe). It helps you prioritize which prospects are most likely to close.BarcodeA barcode is a visual representation of data in bars and spaces that a scanner reads to identify a product or unit. It encodes a number (such as a GTIN) and speeds up data capture in logistics, retail and traceability.BDR (Business Development Representative)A BDR (Business Development Representative) is the sales rep who prospects accounts cold (outbound): they identify target companies, make the first contact and generate qualified meetings for the account executives who close. Their work is measured in meetings booked and opportunities created.Bill of Lading (B/L)The bill of lading (B/L or BL) is the document an ocean carrier issues that works at the same time as a receipt for the cargo, a contract of carriage and a document of title to the goods shipped.BSP (Business Solution Provider)A BSP (Business Solution Provider) is a Meta-authorized partner that gives a company access to the WhatsApp Business API and adds onboarding, support and tools. Meta sets the rules and limits; the BSP makes access easier and applies its own pricing model.Buyer PersonaA buyer persona is a semi-fictional representation of your ideal customer, built from real data and interviews. It summarizes their goals, pain points, buying criteria and objections to guide content, segmentation and marketing and sales messaging.
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CAC (Customer Acquisition Cost)CAC (customer acquisition cost) is how much it costs you, on average, to win a new customer. You calculate it by adding up your total marketing and sales spend for a period and dividing it by the number of customers you acquired in that same period.Certificate of OriginA certificate of origin is a foreign trade document that proves the country where goods were produced or transformed. It lets the importer apply tariff preferences under trade agreements, and the customs authority of the importing country requires it.ChatbotA chatbot is a program that simulates a conversation with people through text or voice, answering questions automatically. Modern chatbots use artificial intelligence to understand natural language and solve tasks, not just follow a fixed script of options.ChurnChurn is the rate of customers (or revenue) a company loses in a period. It measures how many accounts stop paying or cancel out of the total at the start of the period, and it is key in subscription businesses.CIF (Cost, Insurance and Freight)CIF (Cost, Insurance and Freight) is an Incoterm under which the seller pays for the goods, ocean freight to the port of destination and minimum insurance, but the risk passes to the buyer once the goods are loaded on board the vessel at origin.Click-to-WhatsAppClick-to-WhatsApp is an ad format (on Meta, Google or a website button) whose click opens a WhatsApp chat with the company directly, instead of taking the user to a landing page. It turns an ad impression into a one-to-one conversation.Cold ChainThe cold chain is the temperature control system that keeps a perishable or sensitive product within a defined range at every stage, from origin to consumption, to preserve its quality, efficacy and safety.CollectionsCollections is the process a company uses to manage and recover payment on the invoices its customers owe, before and after the due date. It turns accounts receivable into cash and sustains cash flow.Commercial InvoiceA commercial invoice is the document the seller issues to detail a transaction: which goods are sold, in what quantity, at what price and under what terms. In foreign trade, it is the basis for the customs value and for collecting payment.Context WindowThe context window is the maximum amount of information (measured in tokens) that a language model can process at once, adding up the user's question, the instructions, the attached data and the response it generates.Conversational BIConversational BI is the ability to ask business questions in natural language and get answers, charts or metrics instantly, without writing queries or knowing SQL. It turns your question into a data query and returns a result you can understand.Conversational CommerceConversational commerce is selling inside a chat conversation (WhatsApp, Instagram, web chat), where the customer discovers, asks, buys and pays without leaving the thread, assisted by a person or an automated agent.Conversion FunnelA conversion funnel is the stage-by-stage journey a person follows from discovering a brand to buying. Each stage filters prospects: many enter at the top and few reach the end, which is why it is drawn as a funnel.Conversion RateConversion rate is the percentage of people who complete a desired action (a purchase, a sign-up, a lead) out of all visitors or contacts. It is calculated as conversions divided by the total, times one hundred, and it measures how efficient a channel or page is.CPQ (Configure, Price, Quote)CPQ (Configure, Price, Quote) is sales software that configures complex products, calculates the right price with discounts and rules, and generates an error-free formal quote, quickly and automatically.CRMCRM (Customer Relationship Management) is the system that centralizes all data and interactions with customers and prospects (sales, service and marketing) on a single platform, so you can manage relationships, automate sales processes and make decisions with unified information.CSATCSAT (Customer Satisfaction Score) is a metric that measures how satisfied a customer is with a specific interaction, product or service. It is calculated as the percentage of positive responses out of the total and ranges from 0 to 100.Customer 360Customer 360 is the single, complete view of a customer that brings together in one profile all their data and interactions (sales, marketing, service, commerce) spread across different systems, so the whole company works from the same information.Customer JourneyThe customer journey is the complete path a person follows from discovering a brand to buying and becoming a loyal customer. It maps every touchpoint, stage and emotion so you can understand and improve the experience.Customer SegmentationCustomer segmentation is the practice of dividing a customer or contact base into homogeneous groups based on shared criteria (demographic, behavioral or value-based), so you can send more relevant messages and offers to each group instead of treating everyone the same.Customer SuccessCustomer success is the B2B discipline that proactively manages the post-sale relationship so the customer achieves the outcome they paid for, maximizing retention, renewals and expansion. It is retention by design, not reactive support.Customs ClearanceCustoms clearance is the procedure with customs that authorizes goods to enter (import) or leave (export) a country. It includes the declaration, tariff classification, valuation, payment of duties and taxes, and inspection before the goods are released.
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DashboardA dashboard is a visual screen that brings a business's most important metrics and KPIs together in charts and panels, updated automatically, so you can monitor performance and make decisions at a glance without building reports by hand.Data CatalogA data catalog is the documented inventory of all of an organization's data assets (tables, databases, files and reports), described with metadata that lets you find, understand and use them with confidence. It works like a library index: it does not store the content.Data ExtractionData extraction is the process of pulling information from sources such as documents, systems, files or web pages and turning it into structured data (fields, rows, values) that a system can store, query and process automatically.Data GovernanceData governance is the framework of policies, roles and responsibilities that defines who can access a company's data, who maintains it and under what rules it is used. It treats data as an asset, with a clear owner for each domain.Data LakeA data lake is a central repository that stores data in its raw format and at any scale, without transforming it on the way in. It holds structured, semi-structured and unstructured data, and applies a schema only at the moment the data is read.Data QualityData quality is the degree to which an organization's data is fit for its intended use. It is measured through dimensions such as accuracy, completeness, consistency, timeliness and uniqueness. When it is high, decisions, reports and AI models can be trusted.Data WarehouseA data warehouse is a central repository that brings together data from multiple systems, already cleaned and structured, optimized for analytical queries and reporting. Unlike an operational database, it is designed to answer business questions about historical data.DDP (Delivered Duty Paid)DDP (Delivered Duty Paid) is the Incoterm in which the seller takes on the maximum cost and risk: it carries the goods to the agreed destination in the buyer's country and pays freight, import clearance, duties and taxes.DemurrageDemurrage is the charge a shipping line bills when an import container stays inside the port terminal beyond the agreed free days. It is billed per day and per container until the cargo is picked up from the port.Document ClassificationDocument classification is the process of automatically identifying and labeling each incoming document (invoice, delivery note, contract) by type, so it can be routed to the right workflow. Modern systems do it with AI models that read the content, not just the file name.Document ValidationDocument validation is the process of verifying that a document (invoice, receipt, contract) meets format rules, has correct data, is authentic and is consistent with other records before you approve it, post it to the books or pay it.DSO (Days Sales Outstanding)DSO (Days Sales Outstanding) is the average number of days it takes a company to collect its credit sales. It measures how efficient collections are: the lower it is, the faster cash comes in and the better the liquidity.Duty DrawbackDuty drawback is a customs regime that refunds to the exporter the duties and fees it paid when importing inputs, once those inputs leave the country incorporated into an exported product, so that a country does not export its own taxes.
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E-invoicingAn e-invoice is a tax document issued and signed digitally, with the same legal validity as a paper invoice, that the tax authority (in Argentina, ARCA, formerly AFIP) authorizes with an approval code (CAE) before it is delivered to the customer.Einstein Trust LayerThe Einstein Trust Layer is Salesforce's security and trust layer that protects generative AI: it masks sensitive data, does not train the models on your information and logs every interaction for auditing.EmbeddingsEmbeddings are numerical representations (vectors) that encode the meaning of a text, image or data point, so that similar concepts end up close together in space. They let AI measure semantic similarity and search by meaning, not by exact words.ETA (Estimated Time of Arrival)ETA (Estimated Time of Arrival) is the estimated time at which a shipment, vehicle or container will reach its destination. It is calculated with route, traffic and GPS position data, and it is updated in real time during the trip.ETLETL (Extract, Transform, Load) is the process that extracts data from several sources, transforms it into a clean, consistent format and loads it into a central destination such as a data warehouse so it can be analyzed reliably.EXW (Ex Works)EXW (Ex Works) is the Incoterm under which the seller only makes the goods available at its own premises; the buyer takes on costs, risks and formalities from that point, including the entire transport chain and the export clearance.
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Factoring (Invoice Factoring)Factoring is a financing tool in which a company sells its outstanding invoices to a financial institution to receive cash upfront, in exchange for a discount or fee, improving its immediate liquidity.FCA (Free Carrier)FCA (Free Carrier) is an Incoterm under which the seller hands over the goods, already cleared for export, to the carrier nominated by the buyer at an agreed place. From that point, risk and costs pass to the buyer.Fill RateFill rate is the percentage of a customer's demand that is delivered in full from available stock, with no shortages. It measures how well inventory covers orders: 100% means everything requested was shipped without stockouts.Fine-TuningFine-tuning is the process of retraining an existing language model on your own examples so it learns a specific style, domain or task. It adjusts the model's internal weights, unlike prompting, which only changes the instructions.FOB (Free On Board)FOB (Free On Board) is the sea freight Incoterm under which the seller delivers the goods loaded on board the vessel at the port of origin. From that point on, the buyer pays the freight and the insurance and bears the risks of the voyage.Forecast AccuracyForecast accuracy is the metric that measures how close a forecast (of demand, sales or revenue) came to the actual value. It is expressed as a percentage and equals 100 minus the percentage error: the higher the accuracy, the better your inventory decisions.Foreign TradeForeign trade is the exchange of goods and services between companies in different countries, subject to customs, tariff and foreign exchange rules. It covers imports, exports and all the paperwork and logistics involved in crossing a border.Freight ConsolidationFreight consolidation is the logistics practice of grouping several small shipments from different customers into the same transport unit, to share the cost of the freight and reduce the cost per unit shipped.Freight ForwarderA freight forwarder is the agent that organizes door-to-door international transport of goods: it books ocean carriers or airlines, handles customs and documentation, and consolidates cargo, without physically owning the transport.
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Generative AIGenerative AI is a branch of artificial intelligence that creates new content (text, images, code, audio) from patterns learned from large volumes of data, instead of only classifying or predicting on existing data.GMROI (Gross Margin Return on Inventory Investment)GMROI (Gross Margin Return on Inventory Investment) is a retail metric that measures how much gross margin each dollar invested in inventory generates. It is calculated as gross margin divided by the average cost of inventory.GroundingGrounding is the technique that anchors an AI model's answers in real, verifiable data from your company (CRM, documents, databases) instead of letting it make things up, which reduces hallucinations and makes the system more reliable.GTINGTIN (Global Trade Item Number) is the unique, worldwide numeric identifier that GS1 assigns to a trade item. It is the number encoded in the barcode, and it lets anyone identify the same item at any point in the supply chain.
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HS Code (Tariff Classification)An HS code is the numeric code that classifies goods for international trade under the Harmonized System. It determines the import or export duties, taxes and permits that apply to that product at customs.Human HandoffA human handoff is the controlled transfer of a conversation or task from an AI agent or chatbot to a person on the team, when the case goes beyond what the automated system can resolve well, keeping all the prior context.Human-in-the-LoopHuman-in-the-loop (HITL) is a design in which a person supervises, validates or corrects an AI system's decisions before they are executed, combining the model's speed with human judgment at critical or high-risk steps.
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ICP (Ideal Customer Profile)An ICP (ideal customer profile) is a description of the company that gets the most value from your product and is the best fit for you as a customer. It defines firmographics, pain points and buying signals to focus prospecting on the accounts most likely to close and stay.IncotermsIncoterms are standard rules from the International Chamber of Commerce that define, in a foreign trade deal, who pays for transport and insurance, where the risk of the goods passes from seller to buyer and which formalities each party takes on.Intelligent Document Processing (IDP)Intelligent document processing (IDP) is the technology that captures, classifies, extracts and validates data from documents (invoices, delivery notes, contracts) by combining OCR, AI and machine learning to turn paper and PDFs into structured, ready-to-use data.Inventory ReplenishmentInventory replenishment is the process of restocking a point of sale, warehouse or shelf with goods to keep inventory at the right level, avoiding both stockouts and overstock. It defines how much, when and where to restock each product based on its turnover and demand.Inventory TurnoverInventory turnover is a metric that measures how many times a company sells and replenishes its stock over a period. It is calculated by dividing the cost of goods sold by average inventory: the higher the turnover, the more efficiently inventory is being managed.
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Landing PageA landing page is a standalone web page designed with a single conversion goal: getting the visitor to take one specific action (leave their details, buy, book a meeting). Unlike the homepage, it removes distractions and focuses on a single offer.Last-Mile DeliveryLast-mile delivery is the final stage of the logistics chain: the leg from the last distribution center to the customer's door. It is the most expensive and complex part of delivery, and the one that most shapes the buyer's experience.LeadA lead is a contact who has shown interest in what you offer (left their details, asked for information or downloaded something) and has not yet been qualified as a sales opportunity. It is the raw material of the sales funnel.Lead NurturingLead nurturing is the process of guiding a contact with relevant, automated content over time until they are ready to buy. Its goal is to build the relationship, educate and keep interest alive without pushing the sale.Lead QualificationLead qualification is the process of evaluating each incoming contact to decide whether it is worth sales' time, based on how well it fits the ideal customer, its level of interest and its real ability to buy.Lead ScoringLead scoring is a method that assigns a score to each lead based on their profile and behavior, to prioritize the ones most ready to buy. The higher the score, the more likely the contact is to move toward a sale.LLM (Large Language Model)An LLM (large language model) is an artificial intelligence system trained on huge volumes of text that predicts and generates natural language. It is the engine behind chatbots, automated writing and AI agents that can understand and respond in human language.Lot and Expiration TrackingLot and expiration tracking is the traceability control that identifies each production batch (lot) and its use-by or expiration date, so a product can be followed from its origin to the end customer and withdrawn precisely if something goes wrong.LTV (Customer Lifetime Value)LTV (customer lifetime value) is the total revenue or margin a customer generates over their entire relationship with the company. It measures how much keeping a customer is worth and guides how much it makes sense to spend to acquire and retain them.
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Machine LearningMachine learning is a branch of artificial intelligence in which systems learn patterns from historical data in order to predict or classify, instead of following rules a person programmed by hand.Marketing AttributionMarketing attribution is the method that assigns credit for a sale or conversion to the touchpoints that influenced it (ads, emails, searches), so you know which channels generate real results and where it pays to invest.MEDDICMEDDIC is a qualification methodology for complex B2B opportunities that evaluates six criteria: Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain and Champion. It reduces forecast risk in long-cycle sales.Meta Business VerificationMeta Business Verification is the process through which a company confirms its legal identity to Meta, with official documentation, in Business Manager. It is a requirement for running the WhatsApp Business Platform at scale: registering numbers and raising messaging limits.MQL (Marketing Qualified Lead)An MQL (Marketing Qualified Lead) is a contact who has shown enough interest (downloads, forms, visits) for Marketing to consider them ready for nurturing or for handoff to Sales. They have not bought or spoken with a sales rep yet: it signals intent, not a confirmed sale.
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OCI (Oracle Cloud Infrastructure)OCI (Oracle Cloud Infrastructure) is Oracle's public cloud (IaaS and PaaS): compute, storage, networking and managed services such as Autonomous Database. It competes with AWS, Azure and Google Cloud and is the natural destination for modernizing Oracle workloads without changing applications.OCROCR (optical character recognition) is the technology that turns text in images or scanned documents into editable, searchable digital text, so software can read an invoice, an ID card or a PDF as if it were a data file.OmnichannelOmnichannel is a strategy that integrates every contact channel (physical store, website, WhatsApp, social media, call center) into a single continuous experience, where customers switch channels without losing context or repeating information.Omnichannel InboxAn omnichannel inbox is a single interface that brings together conversations from every channel (WhatsApp, email, web chat, social media and phone) in one place, so the same agent can reply without switching apps and see the customer's full history.Open RateOpen rate is the percentage of recipients who open an email out of the total emails delivered. It is calculated as unique opens divided by emails delivered, times one hundred. It shows how well the subject line and deliverability are working.Opt-inOpt-in is the explicit consent a person gives to receive communications from a brand (email, WhatsApp, SMS). Without that recorded permission, sending promotional messages violates data protection rules and each channel's policies.Opt-outAn opt-out is the action by which a person withdraws the consent they gave to receive commercial communications (email, WhatsApp, SMS) and stops receiving them. It is the explicit unsubscribe, the opposite of opt-in, and the brand must process it immediately.Oracle Autonomous DatabaseOracle Autonomous Database is Oracle's self-managing database on OCI: it provisions, patches, backs up and tunes itself using machine learning. It comes in versions for transactional (ATP) and analytical (ADW) workloads and cuts the manual administration a traditional Oracle database requires.Oracle E-Business SuiteOracle E-Business Suite (EBS) is Oracle's classic on-premise ERP: an integrated suite for finance, procurement, manufacturing and inventory that runs on the company's own servers. Many large companies in Latin America have used it for decades and are evaluating how to modernize it toward the cloud.Oracle Fusion CloudOracle Fusion Cloud is Oracle's SaaS suite of enterprise applications: ERP, supply chain (SCM), human capital (HCM) and customer experience (CX) on a single cloud platform, with quarterly updates. It is the cloud migration path for E-Business Suite and JD Edwards customers.Oracle IntegrationOracle Integration (OIC) is Oracle's iPaaS: a cloud platform that connects Oracle applications (Fusion Cloud, NetSuite, E-Business Suite) and third-party apps such as Salesforce through prebuilt adapters, visual data mapping and process orchestration, without building each integration from scratch.Oracle Transportation ManagementOracle Transportation Management (OTM) is Oracle's transportation management system (TMS). It plans routes and loads, compares carrier rates, executes and monitors shipments, and controls freight costs. Large logistics operations in LATAM use it to move goods by road, sea and air.Order StatusOrder status is the current stage of an order within its cycle (received, being prepared, shipped, in transit, delivered). Each status represents a verifiable milestone and lets you know where the order is in real time.OTIFOTIF (On Time In Full) is the logistics metric that measures what percentage of orders are delivered both on time and complete. It combines punctuality and accuracy in a single service indicator: an order only counts as OTIF if it meets both conditions.
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Packing ListA packing list is the foreign trade document that details the physical contents of a shipment: packages, quantities, weights and dimensions per item. It has no commercial value; it is used to check, handle and clear the cargo.Payment LinkA payment link is a unique URL you send a customer so they can pay online through a secure gateway, with no terminal and no custom development. You share it by WhatsApp, email or social media, and it lets you get paid by card, bank transfer or digital wallet.Picking (Order Picking)Picking is the warehouse operation of locating, retrieving and gathering the products for each order from their stock locations to prepare it for shipping. It is the most expensive and labor-intensive task inside a distribution center.Pipeline CoveragePipeline coverage is the ratio between the value of open pipeline and the sales quota for a period. It measures how many times the target is covered by active opportunities. The multiple you need depends on win rate: if you win 1 in 3 opportunities, it is around 3x.Point of Sale (POS)A point of sale (POS) is the hardware and software system where a sale is completed and recorded, whether at a physical register or in an online transaction. It processes payments, issues receipts and captures key data from every transaction.Predictive AnalyticsPredictive analytics is the use of historical data, statistics and machine learning to anticipate what will happen: it estimates the probability of future events (a sale, a stockout, a customer who churns) before they occur.Predictive MaintenancePredictive maintenance is a strategy that uses sensor data and analytical models to anticipate when a piece of equipment is going to fail and repair it just before, avoiding unplanned downtime and premature replacement of parts that are still usable.Product RecallA product recall is the organized removal of a product from the market when a defect or a health or safety risk is detected. It involves identifying the affected lots, alerting the supply chain and recovering or destroying the compromised units.Profile and Permission SetProfiles and permission sets are the two Salesforce mechanisms that define what a user can see and do. The profile is the required baseline (one per user), and permission sets add extra access without duplicating profiles.PromptA prompt is the natural language input instruction an AI model receives to generate a response. It defines the task, context, format and tone the user expects, and the quality of the result depends directly on how clear it is.Prompt InjectionPrompt injection is an attack on AI systems in which an attacker hides malicious instructions in the text the model processes, so that it ignores its original rules and executes unauthorized actions, leaks data or generates harmful responses.Proof of Delivery (POD)Proof of delivery (POD) is the evidence that confirms a shipment reached its recipient: a signature, photo, geolocation or OTP that records who received it, where and when, legally closing out the logistics operation.Purchase Order (PO)A purchase order is the document a buyer issues to formally request and authorize goods or services from a supplier, with quantities, prices and terms. It helps control spending and becomes a binding contract once the supplier accepts it.
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RAG (Retrieval-Augmented Generation)RAG (retrieval-augmented generation) is a technique that connects a language model to an external data source: it retrieves the relevant fragments and injects them into the prompt so the AI answers with up-to-date, verifiable information instead of making it up.ReAct PatternThe ReAct pattern (Reasoning + Acting) is a design method for AI agents that alternates explicit reasoning steps with actions (tool calls), observing the result of each action before deciding the next step until the task is solved.Real-Time AnalyticsReal-time analytics is the practice of processing and analyzing data as soon as it is generated, with a latency of seconds or less, to see the current state of the business and react instantly instead of waiting for reports that consolidate what happened hours or days ago.Real-Time TrackingReal-time tracking is continuous, instantly updated visibility into the location and status of orders, vehicles or assets in motion, using GPS, telematics and events so that both the customer and the operation can always see where each shipment is.ReconciliationReconciliation is the process of comparing two records that should match (for example, the bank statement and the books) to detect and explain the differences. It confirms that each transaction is recorded exactly once, with the correct amount and date.
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Safety StockSafety stock is the extra inventory you keep as a buffer against demand variability and replenishment delays, to avoid stockouts when consumption or the lead time exceeds what was planned.Sales CadenceA sales cadence is a planned sequence of sales touchpoints (calls, emails, WhatsApp, LinkedIn) organized by channel and timing, which a rep follows to prospect or follow up on a lead until they get a response or close the cycle.Sales ForecastA sales forecast is the estimate of how much a sales team will sell in a future period (month, quarter, year), based on the pipeline, historical data and the reps' judgment. It is used to plan, commit to numbers and catch deviations in time.Sales OpportunityA sales opportunity is an active deal with a real chance of closing, recorded in the CRM with an amount, a stage and an expected close date. It represents a qualified potential sale that moves through the pipeline until it is won or lost.Sales PipelineA sales pipeline is the set of open sales opportunities, organized by stage, that a sales team manages to close deals. It shows how much potential value is in progress and lets you project future revenue based on real data.Salesforce AdministratorA Salesforce Administrator is the person who configures, maintains and customizes the platform without coding: they manage users, permissions, objects, automations and reports so that sales, marketing and service teams work on reliable data.Salesforce FlowFlow is Salesforce's declarative automation tool: it lets you build business processes (updating records, sending alerts, calling logic) with a visual drag-and-drop editor, without writing code, inside the platform.Salesforce ObjectA Salesforce object is a database table that stores one type of record (accounts, contacts, opportunities). It defines the fields, relationships and rules of a set of business data inside the platform.Salesforce OrgA Salesforce org (organization) is the isolated, unique instance where everything a company has in Salesforce lives: its data, users, configuration, code and customizations. It is the logical container, identified by its own Org ID, within the multi-tenant cloud.Salesforce SandboxA Salesforce sandbox is an isolated copy of your production org where you can develop, configure and test changes without affecting real users or live data, before promoting those changes to production in a controlled way.SDR (Sales Development Representative)An SDR (Sales Development Representative) is the sales rep who qualifies the leads that come in through marketing and turns them into meetings for the account executive. The SDR opens the top of the funnel but does not close deals.Self-Service AnalyticsSelf-service analytics is the model in which business users explore data and build their own reports without depending on IT or analysts, using visual tools on top of governed data and a simple access layer.Sell-inSell-in is the sales volume a manufacturer or distributor places with its channels (wholesalers, distributors or retailers), that is, how much product enters the channel. It is measured in units or revenue and comes before end-customer consumption.Sell-outSell-out (also written sell out or sellout) is the sale of a product from the point of sale to the end consumer. It measures what actually moves off the shelf, not what the manufacturer ships into the channel, which is sell-in.Sell-throughSell-through is the percentage of received inventory that actually sold in a given period. It is calculated as units sold divided by units received, times 100. It measures a product's real sales velocity and the health of stock at the point of sale.Semantic LayerA semantic layer is a translation between a company's technical data and the language of the business: it defines metrics, dimensions and rules once so everyone measures the same way, no matter which tool they use.Single Source of TruthA single source of truth (SSOT) is the practice of designating, for each piece of business data, a single authoritative system, so every system and team reads the same reliable value instead of scattered copies that contradict each other.SKUA SKU (Stock Keeping Unit) is the unique internal code a company assigns to each sellable product to identify it, control its inventory and track it across inventory, sales and logistics systems. Each company defines its own.SQL (Sales Qualified Lead)An SQL (Sales Qualified Lead) is a lead that sales has validated as a real opportunity: it has the need, the budget and the timing to buy. It marks the handoff from marketing to sales and usually becomes a formal opportunity in the pipeline.StockoutA stockout is when a product is not available at the moment a customer looks for it, on the shelf, in the warehouse or in an online store. It causes lost sales, frustrates the buyer and wears down the commercial relationship.Supply ChainThe supply chain is the network of companies, processes and information flows that takes a product from raw materials to the end consumer, covering purchasing, production, warehousing, transportation and distribution.System IntegrationAn integration is the technical connection that lets two or more systems (CRM, ERP, e-commerce, etc.) exchange data automatically, without manual entry, so information flows in sync between them in real time or in batches.
T4
Text-to-SQLText-to-SQL is the technology that translates a question written in natural language into an executable SQL query on a database. It lets anyone get data without knowing how to write code, using a language model as the interpreter.Three-Way MatchThree-way match is the accounts payable control that cross-checks the purchase order, the goods receipt and the supplier invoice to verify that they match before the payment is authorized.Tool CallingTool calling is a language model's ability to invoke external functions (query a database, call an API or run an action) so it can operate on real systems instead of only generating text. It turns a model that talks into an agent that acts.TraceabilityTraceability is the ability to follow and reconstruct the full journey of a product, lot or document across the supply chain, recording its origin, transformations and destination at each step to answer what, when and where with verifiable data.
U1
V2
Validation RuleA validation rule is a Salesforce condition that checks a record's data when it is saved and blocks the save with an error message if the data does not meet a criterion, ensuring data quality and consistency.Vector DatabaseA vector database is an engine that stores data as numeric vectors (embeddings) and searches them by semantic similarity, not by exact match. It is the piece that lets an AI system find relevant information by meaning.
W9
WebhookA webhook is an automatic HTTP notification that one system sends to another system's URL the moment an event happens, in real time. It lets applications integrate without one having to ask the other for updates every so often.WhatsApp 24-Hour WindowThe 24-hour window is the period during which a company can reply on WhatsApp with free-form messages and no template fee, counted from the customer's last message. Each new message from the user restarts that 24-hour clock.WhatsApp Business APIThe WhatsApp Business API is Meta's official interface that lets mid-sized and large companies connect WhatsApp to their systems (CRM, e-commerce, chatbots) to send messages at scale, automate conversations and serve customers through multiple agents.WhatsApp Message Template (HSM)A WhatsApp message template (HSM), also called an approved template, is a message pre-approved by Meta that a business uses to start conversations with customers on the WhatsApp Business API, outside the 24-hour window, with fixed text and editable variables.WhatsApp Messaging Limits (Tiers)The WhatsApp messaging limit (tiers) is the maximum number of unique users a business can reach with messages it initiates in a rolling 24 hours. All numbers in a business portfolio share it; it starts at 250 and moves up in levels (2,000, 10,000, 100,000 and unlimited).WhatsApp PricingWhatsApp pricing is how Meta bills the WhatsApp Business Platform. Meta charges per message: each delivered template is billed separately and service replies get 1,000 free per number per month. It replaced conversation-based pricing, which billed once per 24-hour window and category.WhatsApp Quality RatingThe WhatsApp quality rating is the score (Green, Yellow or Red) that Meta assigns to each API phone number based on how users react to your messages. It determines your sending limits and can lead to the number being blocked.WhatsApp Template CategoriesWhatsApp template categories are the official classification (Marketing, Utility or Authentication) that Meta assigns to each HSM template. They define what the message can be used for, how it is billed and which approval and opt-in rules apply.Win RateWin rate is the percentage of sales opportunities won out of all opportunities closed (won plus lost) in a period. It measures how effectively the sales team converts qualified deals into customers.
Z1
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