Salesforce Intermediate Terminology

Apex Scheduler
Apex Scheduler lets developers schedule Apex classes to run at specific times—daily, weekly, or at custom intervals. It’s useful for tasks like nightly data sync, batch processing, or scheduled notifications. You define the logic in a class implementing the Schedulable interface and schedule it via code or UI.

Platform Events
Platform Events are part of Salesforce’s event-driven architecture. They enable near real-time communication between Salesforce and external systems. You can publish and subscribe to events within Apex, Flow, or external applications, making them ideal for asynchronous integrations.

Custom Metadata Types
Custom Metadata Types allow you to create reusable configurations that can be deployed between orgs. They’re referenced in Apex or validation rules and are ideal for storing app settings, dynamic logic, or environment-specific data.

Einstein Prediction Builder
This no-code tool enables admins to build AI-powered predictions—like churn probability or lead conversion likelihood—using Salesforce data. It eliminates the need for data science expertise while bringing predictive insights directly into the platform.

Custom Settings
Custom Settings are similar to custom objects but optimized for storing configuration data. They can be List or Hierarchy types and are accessible via Apex without requiring SOQL queries, which improves performance.

Static Resources
Static Resources are files (like CSS, JS, images, or fonts) uploaded to Salesforce that can be used in Lightning Components, Visualforce pages, and more. They help in bundling external assets into your app for better performance and control.

Permission Set Groups
This feature lets you bundle multiple permission sets into a single group, simplifying assignment and management. It’s especially helpful in managing access for complex roles without creating redundant permission sets.

Shield Platform Encryption
This advanced encryption feature encrypts sensitive data at rest while preserving platform functionality. It protects data in fields, files, and attachments—supporting compliance with regulations like HIPAA, GDPR, and CCPA.

Outbound Messages
Outbound Messages are a declarative integration tool that sends SOAP messages to external systems when a workflow rule is triggered. They are useful for notifying external systems in real time without writing code.

Change Data Capture (CDC)
CDC allows you to subscribe to real-time changes in Salesforce records. Whenever records are created, updated, deleted, or undeleted, change events are published. External systems can subscribe via Streaming API or CometD for seamless integration.

Einstein Activity Capture
This feature automatically logs emails and calendar events from connected email platforms like Gmail or Outlook into Salesforce. It keeps sales activity data up to date and available in Einstein insights.

Territory Management
Territory Management helps sales teams assign Accounts and Opportunities based on geographic or organizational criteria. It supports overlays, flexible assignment rules, and structured performance tracking.

External Services
External Services allow admins to connect REST APIs to Salesforce declaratively by importing OpenAPI specifications. Once registered, these services can be invoked from Flows—without writing Apex.

Global Actions
Global Actions are quick actions that are available across the entire Salesforce app, not tied to any particular object. They’re useful for tasks like logging calls, sending emails, or launching flows.

Compact Layout
Compact Layouts control which key fields appear in the highlights panel of record pages. They help users get essential information at a glance without digging into detailed fields.

Omni-Channel
Omni-Channel routes work items (like Cases, Leads, Chats) to agents based on skills, availability, and priority. It ensures balanced workload and faster response times in service environments.

Event Monitoring
Event Monitoring provides logs and insights into user actions such as logins, downloads, API calls, and more. It’s part of Shield and helps with security audits, compliance, and threat detection.

Dynamic Forms
Dynamic Forms allow you to move field sections off the traditional page layout and onto Lightning App Builder. You can control visibility based on field values or user roles—creating smarter, cleaner record pages.

Dynamic Actions
Dynamic Actions allow buttons and links on a record page to appear based on field values, user profiles, or record type—enhancing personalization and UI relevance for different users.

Cross-Object Formula
Cross-object formulas pull data from related objects (like showing an Account field on a Contact record). They simplify data visibility and reduce redundancy.

Lightning Message Service (LMS)
LMS enables communication between Lightning Web Components, Aura components, and Visualforce pages without tight coupling. It’s essential for complex, interactive UIs.

Queueable Apex
Queueable Apex is used for running asynchronous jobs with support for chaining. It’s more flexible than Future methods and allows you to break down heavy logic into manageable background tasks.

Visualforce
Visualforce is Salesforce’s legacy UI framework. It uses markup and Apex controllers to create custom UIs—still useful for complex pages not easily achieved with Lightning components.

Schema Builder
Schema Builder is a visual interface for viewing and modifying object relationships, fields, and schema architecture in real-time. It’s great for planning data models and training.

Field Dependency
Field Dependency controls the available picklist values of a child field based on the value of a parent field—streamlining data entry and improving form logic.

Named Credentials
Named Credentials securely store endpoint URLs and authentication settings for external services. You can invoke external APIs without exposing secrets in Apex.

Service Console
The Service Console is a workspace optimized for support agents, offering features like tabbed navigation, split views, and integrated productivity tools to manage multiple cases efficiently.

Einstein Discovery
Einstein Discovery brings advanced analytics to Salesforce by identifying patterns, making predictions, and offering prescriptive recommendations based on historical data.

Big Objects
Big Objects allow storage of billions of records, optimized for archival and historical reporting. They support async SOQL and are useful for audit trails and time-series data.

Multitenancy
Multitenancy is a core architecture principle where multiple customers share the same infrastructure but have logically isolated data. It allows for high scalability, low costs, and continuous updates.

Custom Labels
Custom Labels are user-defined text values that support multi-language applications. You can reference them in Apex, Lightning, or Visualforce to make your app language-flexible and easy to maintain.

Junction Object
A Junction Object enables many-to-many relationships between two objects in Salesforce. For example, a “Course Enrollment” object between Students and Courses.

Custom Permissions
Custom Permissions allow for fine-grained access control. They can be checked in Apex, Validation Rules, or Flows to provide custom app-level logic.

Transaction Control
Transaction Control refers to how Salesforce handles DML and exceptions in Apex. Using constructs like Savepoints, try-catch, and setSavepoint(), you can manage rollback and commit logic.

Einstein Next Best Action
NBA provides intelligent, contextual recommendations to users through Flows and Strategies. It analyzes current records, AI predictions, and business rules to suggest the most valuable action.

Asynchronous Apex
This includes Batch Apex, Queueable Apex, and Future methods. It allows long-running operations to run outside the user transaction, avoiding governor limits and improving performance.

Inline Editing
Inline Editing allows users to edit fields directly from list views or record views without navigating to the detail page—saving clicks and time.

Enhanced Notes
Enhanced Notes support rich text formatting, image embedding, and version control. Notes are tied to records and improve documentation and collaboration.

Schema Class
The Schema Class lets developers access metadata about Salesforce objects, fields, and relationships at runtime. It powers dynamic applications and tools like Field Set renderers.

Lightning Bolt
Lightning Bolt is a framework for packaging and distributing Communities, including templates, themes, and apps—ideal for fast deployments.

Data Masking
Data Masking obfuscates sensitive data in sandbox environments, ensuring data privacy and compliance while allowing developers to work with realistic data.

Report Types
Report Types define the objects, fields, and relationships available for use in Salesforce reports. Custom report types give admins full control over reporting data sources.

Field Audit Trail
Tracks changes to specified fields over time and stores them for up to 10 years. It’s part of Salesforce Shield and useful for compliance and analysis.

Public Groups
Public Groups are reusable user collections used in sharing rules, folder access, and manual sharing. They can include users, roles, or other groups.

Einstein Bots
Einstein Bots automate customer interactions through chat. They can answer FAQs, collect case details, and escalate to agents when needed—enhancing customer service efficiency.

Opportunity Splits
Opportunity Splits allow revenue or credit to be shared across team members on a single opportunity, providing visibility into team contributions.

Custom Actions
Custom Actions are buttons or links created to streamline specific tasks like launching a Flow or sending an email. They enhance UI productivity.

Login Flows
Login Flows run immediately after user login and are used to collect information, show messages, or enforce user agreements before full login.

Interaction Studio
This real-time personalization engine captures user interactions across channels and provides relevant content, offers, or next steps based on behavior.

Einstein Vision
Einstein Vision provides AI-powered image recognition via REST APIs. Use cases include product recognition, visual inspections, or form scanning.