Salesforce Intermediate Terminology

  1. Apex Scheduler: A feature in Salesforce that allows developers to schedule Apex classes to run at specific times for repetitive tasks.
  2. Platform Events: A scalable and flexible mechanism for integrating Salesforce with external systems through event-driven architecture.
  3. Custom Metadata Types: Customizable, reusable definitions of application metadata that can be referenced in code.
  4. Einstein Prediction Builder: A tool that helps create predictive models using Salesforce data without requiring data science expertise.
  5. Custom Settings: A type of custom object that provides a way to create and manage application data that is reusable across the org.
  6. Static Resources: Files like images, stylesheets, and JavaScript uploaded to Salesforce and referenced in Visualforce or Lightning components.
  7. Permission Set Groups: A feature to group multiple permission sets into one for easier management and assignment.
  8. Shield Platform Encryption: Advanced encryption technology for encrypting sensitive data at rest across Salesforce environments.
  9. Outbound Messages: Workflow actions that send SOAP messages to external systems with Salesforce data.
  10. Change Data Capture (CDC): A feature that delivers real-time changes of Salesforce records, enabling event-driven integration.
  11. Einstein Activity Capture: A feature that automatically synchronizes emails and events between Salesforce and a connected email account.
  12. Territory Management: A feature that helps manage accounts and opportunities based on territory assignments.
  13. External Services: A feature for connecting external APIs to Salesforce through declarative tools.
  14. Global Actions: Actions that are not tied to a specic object and can be used across the entire Salesforce app.
  15. Compact Layout: A layout that determines which fields are displayed in the highlights panel of a record page.
  16. Omni-Channel: A tool for routing customer service requests to the right agents based on availability and skill sets.
  17. Event Monitoring: A tool that provides detailed insights into user activity and system performance in Salesforce.
  18. Dynamic Forms: A feature that allows administrators to configure record pages dynamically by assigning fields and sections to visibility rules.
  19. Dynamic Actions: A feature that enables action visibility based on criteria, improving user interface customization.
  20. Cross-Object Formula: A formula field that references data from a related object in Salesforce.
  21. Lightning Message Service (LMS): A framework for communication between Lightning components and Visualforce pages.
  22. Queueable Apex: A feature for executing Apex asynchronously with better control over job chaining.
  23. Visualforce: A framework for building custom user interfaces in Salesforce using HTML and Apex.
  24. Schema Builder: A tool for visually designing and understanding the data model in Salesforce.
  25. Field Dependency: A relationship between two fields where one field’s value filters the available values in another.
  26. Named Credentials: A secure way to dene authentication settings for external system integrations.
  27. Service Console: A specialized interface designed to improve efficiency for customer service agents.
  28. Einstein Discovery: An advanced analytics tool for building predictive and prescriptive models using Salesforce data.
  29. Big Objects: Objects designed to store and manage large volumes of data for historical analysis.
  30. Multitenancy: A core Salesforce architecture principle where multiple customers share the same infrastructure securely.
  31. Custom Labels: Text values that can be used in Apex or Visualforce pages to support multilingual applications.
  32. Junction Object: A custom object used to create many-to-many relationships between two objects in Salesforce.
  33. Custom Permissions: Custom access checks for apps and processes within Salesforce.
  34. Transaction Control: Mechanisms in Salesforce for managing database transactions within Apex.
  35. Einstein Next Best Action: A tool for creating recommendations and guiding users to the most optimal actions.
  36. Asynchronous Apex: Apex operations like Batch Apex, Queueable Apex, and Future methods that run asynchronously.
  37. Inline Editing: A feature that allows users to edit records directly from list views without opening the record.
  38. Enhanced Notes: A feature that allows users to add rich-text notes to records in Salesforce.
  39. Schema Class: A way to access metadata information about objects and fields in Salesforce programmatically.
  40. Lightning Bolt: A framework for creating and deploying communities and portals using reusable templates.
  41. Data Masking: A feature to obfuscate sensitive data in sandbox environments.
  42. Report Types: A definition that determines which records and fields are available in Salesforce reports.
  43. Field Audit Trail: A feature that tracks changes to fields over time and stores the data for up to 10 years.
  44. Public Groups: A collection of users, roles, or other groups used to simplify sharing and permissions.
  45. Einstein Bots: Chatbots powered by AI to handle customer queries and automate interactions.
  46. Opportunity Splits: A feature that allows revenue or other opportunity fields to be split among team members.
  47. Custom Actions: Actions specific to an object or app that provide users with streamlined workflows.
  48. Login Flows: Flows that are triggered when users log in to Salesforce, used to collect information or display messages.
  49. Interaction Studio: A tool for capturing and analyzing user interactions across different channels to optimize engagement.
  50. Einstein Vision: A set of APIs that bring image recognition capabilities to Salesforce applications.

Want to Apply As Content Writer?

Leave a Comment

Your email address will not be published. Required fields are marked *

Shopping Cart

Let's get you started!

Interested in writing Salesforce Content?

Fill in this form and we will get in touch with you :)