Salesforce Basic Terminology

  1. Apex: A programming language used to implement custom business logic, execute transactions, and integrate with external systems in Salesforce.
  2. Batch Apex: A feature for processing large volumes of data asynchronously in Salesforce, ideal for data manipulation and integration tasks.
  3. Chatter: A collaboration tool in Salesforce that enables users to share les, discuss business topics, and stay updated in real-time.
  4. Communities: Branded portals in Salesforce for customers, partners, or employees to interact, share knowledge, and access resources.
  5. Console: A Salesforce interface designed to enhance productivity by allowing agents to manage multiple records and cases in a single view.
  6. Custom Object: A user-defined object in Salesforce to store business-specific data and customize functionality.
  7. Data Loader: A Salesforce tool for importing, exporting, and deleting large volumes of data efficiently.
  8. Debug Log: Logs in Salesforce that record system events and are used for troubleshooting and performance monitoring.
  9. Delegated Administration: A feature that allows specific administrative tasks to be assigned to non-administrator users.
  10. Einstein Analytics: A powerful analytics platform in Salesforce for visualizing and analyzing data from various sources.
  11. Field: A data element in Salesforce that stores specific information, such as text, numbers, or dates.
  12. Field-Level Security: A security setting that restricts access to certain fields based on user roles and permissions.
  13. Flow: A tool for automating business processes in Salesforce using visual workflows and decision logic.
  14. Governor Limits: Salesforce-enforced limits on resources and operations to maintain system efficiency and prevent abuse.
  15. Lightning Web Components (LWC): A modern JavaScript framework for building web components and user interfaces in Salesforce.
  16. Managed Package: A collection of Salesforce components bundled for distribution and installation in other Salesforce environments.
  17. Metadata: Information about the structure and configuration of Salesforce components like objects, fields, and workflows.
  18. Multi-Currency: A feature that allows organizations to manage data in multiple currencies for global operations.
  19. Object: A table in Salesforce that stores data for a specific business entity, such as Accounts or Contacts.
  20. Opportunity: A record in Salesforce representing a potential deal or sale with a customer.
  21. Page Layout: The arrangement of fields, related lists, and buttons on a record page in Salesforce.
  22. Dashboard: A visual representation of key metrics and data in Salesforce, used to monitor performance and trends.
  23. Lightning Experience: Salesforce’s modern user interface designed for improved usability and responsiveness.
  24. Permission Set: A collection of settings and permissions granting additional access beyond a user’s assigned prole.
  25. Salesforce Mobile App: An app that provides access to Salesforce data and functionality on mobile devices.
  26. SOQL: Salesforce Object Query Language, used to query Salesforce data in a structured manner.
  27. Trigger: Apex code that executes automatically in response to specific database events, such as record creation or updates.
  28. Sandbox: A replica of a Salesforce production environment used for development, testing, or training without affecting live data.
  29. Process Builder: A visual tool for automating workflows in Salesforce by defining criteria and associated actions.
  30. Lightning App Builder: A drag-and-drop tool for creating custom apps and record pages in Salesforce.
  31. Data Model: The structure and relationships of objects, fields, and records in Salesforce.
  32. Knowledge Base: A repository of articles and FAQs in Salesforce for sharing information with customers and employees.
  33. API: Application Programming Interface, which allows external systems to interact with Salesforce.
  34. REST API: A simple and lightweight protocol for integrating external systems with Salesforce using standard web methods.
  35. Authentication: The process of verifying user identity to access Salesforce securely.
  36. Validation Rule: A rule that enforces specific data conditions during record creation or updates in Salesforce.
  37. Dependent Picklist: A field in Salesforce where available values depend on the value selected in another field.
  38. List View: A customizable view of records in Salesforce based on filters and display criteria.
  39. Global Value Set: A reusable list of picklist values shared across multiple fields in Salesforce.
  40. Sharing Settings: Settings that determine how data is shared and accessed among users in Salesforce.
  41. Approval Process: An automated process that denes steps for record approval based on set criteria.
  42. Audit Trail: A log of changes made to the configuration and setup of a Salesforce org.
  43. Field History Tracking: A feature that tracks changes made to specic elds on a record.
  44. Report: A detailed representation of Salesforce data based on specic criteria and lters.
  45. Queue: A collection of records awaiting action by a group of users in Salesforce.
  46. Record Type: A feature that customizes the presentation and behavior of records for different business scenarios.
  47. Sharing Rule: A rule that grants additional access to records based on criteria or ownership.
  48. Custom Tab: A personalized tab in Salesforce that links to an external app, visualforce page, or object.
  49. Proles: Proles in Salesforce determine the object permissions, field-level security, and app access for a user.
  50. Role Hierarchy: A structure in Salesforce that denes record access based on user roles.

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