Reference
CRM for Finance glossary
Terms used in CRM for Finance and its documentation.
Applies to CRM for Finance as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.
Terms used in CRM for Finance and its documentation.
| Term | Meaning |
|---|---|
| Financial Services Cloud | Salesforce's CRM for financial firms, with households, financial accounts and goals. |
| Org | Your organization's Salesforce environment, including its data, configuration and users. |
| Shield Platform Encryption | A Salesforce add-on that encrypts selected fields, files and attachments at rest. |
| Cache-Only Key Service | A Salesforce option that fetches key material from an outside key service when needed and holds it only in cache. |
| Key custodian | The person at your institution who approves key rotation, revocation and destruction. |
| Dual control | A rule that a key action needs two Moraph operators and your key custodian's approval. |
| Permission set | A Salesforce bundle of permissions given to users in addition to their profile. |
| Sandbox | A copy of the org used to build and test changes before they are deployed to production. |
| Seasonal release | Salesforce's scheduled platform upgrades, tested by Moraph before they reach your org. |
| Household | A group of related clients whose relationships and accounts are viewed together. |
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