Frequently Used Terms

Account

An organization, company, or household that you want to track.

Access Permissions

Restricts visibility of certain Items and provides registrants with discount opportunities if assigned to Badges.

App

An abbreviation of Application. It is a collection of components such as tabs, reports, dashboards, and Visualforce pages that address specific business needs.

Badges

Badges are used to encourage and track member engagement, assign Access Permissions, and/or provide special pricing to items in the system.

Badge Type

Badge Types identify the various badges available in the University's org.

Badge Workflow

Badge Workflow defines when a badge will be assigned and to whom. 

Contacts

Individuals associated with Accounts.

Custom Field

Custom Fields represent data points on an object or record and can be added in addition to the Standard Fields to customize Salesforce and the Fonteva Product Suite. School, Department, and Fee Type are examples on custom fields on the Event object.

Custom Object

Custom Objects can be added in addition to the Standard Objects to customize Salesforce and the Fonteva Product Suite for your organization's needs.

Dashboard

A Dashboard shows data from Source Reports as visual components, which can be charts, gauges, or tables. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.

Detail Page

A Detail Page displays information about a single Object Record. The detail of a Record allows you to view the information, whereas the edit page allows you to modify it.

Event Builder

Event Builder is used for creating events. Event Builder displays different tabs in the left-side navigation and renders a live preview of the event as you create it.

Event Categories

Event Categories define the sites on which events are published. Categories also serve as a way to group events for easy organization. Each Event Category is assigned to a school site and the overall University site.

Event Cloning

Event Cloning allows event planners to duplicate full events or sections of existing events without having to recreate them.

Field

Fields represent data points on an object or record. There are multiple types of fields, for example: checkbox, number, currency, text, long text, picklist, and multi-picklist. Standard fields are fields that are included in the system.

Field Sets

A Field Set is a grouping of Fields. For example, you could have a Field Set that contains Fields describing a user such as first name, middle name, last name, and business title.

Forms

Forms are used to gather more information on attendees (such as Pepperdine affiliation or dietary restrictions) and to provide user feedback. Forms can be added to tickets and schedules items.

Form Builder Skip Logic

Skip logic is a feature which allows the form creator to dynamically show or hide fields based on a respondent's answers to previous questions.

Item

Items represent any good or service available for sale. Items are sorted by catalogs in the portal view of a user's organization.

Item Class

Item Classes group Items with similar attributes. This allows event planners to streamline the process of inputting new Items into the system.

Lightning Events

Lightning Events standardize and improve the user experience of event registration and payment. This registration style allows event planners to configure single or multi-page event registration pages.

List View

A List View is a list display of records based on specific criteria. Salesforce and Fonteva provide some predefined views.

Media Collections

Media Collections are a way to store and manage Media Assets, such as images, documents, and video for internal use.

Object

The Object is the overall definition of the type of information you are storing. For example, the Invoice Object allows you to store information regarding customer invoices.

Standard Objects

Standard Objects are Objects that are included in the system and can only be modified in limited ways. Accounts and Contacts are examples of Standard Objects.

Price Rules

Price Rules allow event planners to create discounts and other adjusted pricing for Subscriptions, Ticket Types, and any other Item for sale. Every Item has a default Price Rule (the list price) that is created automatically when the Item is created. There are many reasons an Item may be discounted, such as early-bird pricing on tickets or customer discount codes.

Receipts

Receipts are created when payment is applied to a Sales Order or Invoice, or when a refund has been issued.

Receipt Lines

Receipt Lines are generated for every Item purchased. Before payment is made, these Items are listed as Sales Order Lines.

Record

A Record is a single instance of an Object. For example, "John Jones" is a single Record in the Contact Object.

Record Details Page

A Record Detail Page is a page that includes details about a Salesforce Record such as an Account or Contact. Examples of details include the Record owner, contact information, and company information.

Report

A Report returns a set of Records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart or dashboard. Reports are stored in folders, which control who has access.

Sales Order

Every transaction begins with a Sales Order. This defines the customer making the purchase, the products being purchased, the accounting impact, and the payment schedule.

Sales Order Line

A Sales Order Line is automatically created for every item added to the Sales Order.

Schedule Item

Schedule Items are sessions on events that have multiple breakout sessions, receptions, presentations, workshops, or social gatherings.

Sites

Sites run natively on Force.com, display the events associated with that specific school or area, and link to event registration pages.

Standard Field

Standard fields represent data points on an object or record and can only be modified in limited ways.

Standard Object

Standard Objects are Objects that are included in the system and can only be modified in limited ways. Accounts and Contacts are examples of Standard Objects.

Themes

Themes store different page styles, branding configurations, and how various Objects in the system appear to the user. All Themes were created and approved by IMC per University brand standards. Any edits to the Theme without prior approval will result in termination of your Fonteva access.

Ticket Type

Ticket types can be found in Event Builder. They identify the available options of admittance to an event. Event planners can define the ticket name, prcing, accounting information, and assign forms to specfic ticket types.