Welcome to our list of common Catalyst terms. Use this glossary to understand definitions and applications for each term, including a quick reference to related Totango functionality.
Daily Use
Activity
An object-level view (or module within layout) to see a stream of recent changes on notes, tasks, field data, Salesforce emails, and playbook emails for account, contact, and opportunity objects.
Customer Hub
A shareable account layout for your customer contacts. This layout has a select set of modules that are most relevant for customer visibility—supporting mutual accountability on key business outcomes and next steps.
Email (Outbox)
A page within Catalyst to view emails triggered via playbooks to send to customers (on your behalf). Use the outbox to review the pending emails, prior to sending.
Explore / Data Page
A list of records related to an object; each row in the list represents a unique record. Use the Data page to view all records related to an object and browse between objects. You can filter each object's data set by specific criteria and update data for one or more records.
Goals
An entry for a customer's key business outcome. Use a goal to track progress (start, current, and target metrics) for a desired outcome as well as overall progress for all goals tied to an account.
Layout
A customizable, modular arrangement of data, often referred to as a dashboard. Use layouts to visualize an aggregation of records (at the Home page level) or data within a single record (at the object level).
Module
A pre-built, configurable component added to a home or object-level layout. Mix-and-match and resize different modules to build a custom layout.
Note
A record of meaningful engagement related to an account, contact, opportunity, or additional object. Use notes to keep track of important call details, day-to-day processes, and internal communications. Use custom note fields to report on various note categories, and further collaborate with your team on published notes using comments.
Notifications (Inbox)
A page within catalyst to view a live feed of important changes and events happing with your accounts. Optionally filter notifications by type and date range.
Segment
A saved group of accounts, contacts, opportunities, or other object that match a specific criteria (e.g., "All Accounts," "Accounts in Onboarding," or "My Notes"). You can update data for one or more records and reference segments throughout Catalyst.
Task
A record of work that needs to be done for an account, contact, opportunity, goal, or additional object. Assign tasks to yourself or other team members for any type of work, such as preparing for a customer meeting or kicking off a strategic action plan. Add subtasks to break down large pieces of work into smaller items (e.g., tasks within a task), use custom task fields to report on various task categories, and further collaborate with your team on published tasks using comments.
Template (Note & Task)
Pre-structured drafts with field values and contents filled in to make note and task entry faster. Build a library of note and task templates for common uses (e.g., weekly sync, kick-off call, etc.).
View
A filtered layout (at the Home page level) or system default tabs (at the object level). Use home page views to apply quick filters to filter an entire layout. Use object-level views to see lists of items for a particular object (e.g., all goals for an account, all notes for an opportunity, etc.).
Building Automations
Customer journeys
A classification system to group customers according to their stage in defined milestones. Use customer journeys to deliver a consistent experience from customer to customer, scale service delivery, and drive action plans toward goals—and adjust on-the-fly as needed.
Expansion signal
A special type of system workflow designed to operationalize your expansion strategy. Use signals to identify accounts that may be ready for expansion and help your teams quickly take action.
Health profile
A configurable, weighted formula to tell Catalyst how to rate the state of an account (Health, Neutral, At Risk) based on an "ideal" measurement. Use health to trigger playbooks, understand health of total account base, and track health trend per account.
Playbook
Pre-built workflow to automatically assign new internal tasks, send personalized emails, and update field values. Use the playbook's Flow Builder to decide how customers enter a playbook and what sequencing happens next.
Playbook objective
A customer field used to measure the impact of a playbook (e.g., objective is met when an account % seat utilization is greater than 40). Use playbook objectives to automatically exit customers from a playbook once met and track overall performance with participant breakdowns.
Organizational Settings
License
A component of your contractual agreement that allows individual user access to the Catalyst platform. Each user of Catalyst must have a license assigned; there are two user license options: Editor or Viewer. Roles with access level "high" or "standard" (e.g., Admin, Member) consume an Editor license; roles with access level "limited" (e.g., Viewer) consume a Viewer license.
Pool
A CS team structure typically used in low-touch or hybrid engagement models. Instead of a dedicated CSM per customer, multiple CSMs work together to serve a larger segment of customers; any CSM in the pool can be assigned to help a customer at a given time.
Role / Permission
A designation to determine how a team member can interact with Catalyst via access level (features) and field permissions (data). You can use system default roles (Admin, Member, Viewer) or create a custom role.
Data
Calculated Field
A special type of field to bring together two or more data points into an aggregate (total), ratio (%), average (mean), rank (min/max), duration, or other calculation. Use calculated fields to enhance your ability to measure, analyze, and target customer performance and product usage.
Field
A data point about your customer. Catalyst categorizes standard field types as synced (Salesforce), non-synced (local), or data warehouse.
Object Configuration
Define how your customer data must be represented and stored within objects: Accounts, opportunities, contacts, goals, notes, tasks, Jira issues, Zendesk issues, or additional objects from Salesforce.
Parent Rollup
A special type of layout to provide a snapshot of subsidiaries (child accounts) and how they are contributing to the business as a whole (parent account).