Glossary

This glossary defines the shared vocabulary used across Commercial Aquatics apps, Salesforce workflows, proposal generation, and catalog administration. It exists because the same word can mean different things in Salesforce, the inspection app, and local operations; consistent definitions reduce mistakes when users discuss mappings, pricebooks, divisions, branches, and proposal states.

Term model


Business term ── maps to ── app behavior
App behavior ── often depends on ── Salesforce object or field
Salesforce object ── controls ── customer, product, pricebook, or proposal state

Branch

A Salesforce/account operating branch. In most pricing workflows, branch is context, while the division pricebook is the pricing authority.

Division

The operational grouping used for access, catalog mapping, form visibility, and pricebook behavior.

Expert Mode

Level 4+ proposal construction flow that starts from a division/customer/pricebook instead of a completed field inspection.

Inspection Item

An app-level form item that may map to a Salesforce Product2. Some items are global; others are division-specific or branch-specific overrides.

Pricebook Entry

The Salesforce PricebookEntry record that makes a Product2 active and priced inside a specific pricebook.

Product Mapping

The app-maintained relationship between an inspection item and a Salesforce Product2 record.

SaleID

Salesforce-generated identifier on an Opportunity. It should appear on customer proposals where traceability is required.

Salesforce Integration connects these terms to specific Salesforce objects.
Admin Tools explains where mappings and pricebooks are maintained.