Account Assignment Rule

A rule that automatically assigns accounts to territories, based on criteria you define.

Account Team
An account team is a team of users that work together on an account. For example, an account team
may include an executive sponsor, dedicated support agent, or project manager.

Activity
An event, a task, a call you've logged, or an email you've sent. You can relate an activity to other
records, such as an account, a lead, an opportunity, or a case. In an org with Shared Activities
enabled, you can relate an activity to multiple contacts. Tasks can also be generated by workflow
rules and approval processes configured by a Salesforce admin.

Activity History
The Activity History related list of a record displays all completed tasks, logged phone calls, saved
interaction logs, expired events, outbound email, mass email, email added from Microsoft®
Outlook®, and merged documents for the record and its associated records.

Administrator (System Administrator)

One or more individuals in your organization who can configure and customize the application.
Users assigned to the System Administrator profile have administrator privileges.

Advanced Function
A formula function designed for use in custom buttons, links, and s-controls. For example, the
INCLUDEadvanced function returns the content from an s-control snippet.

Advanced Search
A search function within Salesforce that offers search features and functionality. To access it, click
Advanced Search...in the sidebar.

Add-on
An add-on is a type of quote for a current customer who wants to add a license or product through
the end of the current contract.

Age
In opportunity reports, the Age of an open opportunity is the number of days since the opportunity
was created. For closed opportunities, Age is the number of days between the creation date and the
closed date.

In case reports, the Age of an open case is the elapsed time from creation to the present. The Age of
a closed case is the elapsed time from creation to the closing time of the case. You can choose to
view the Age of a case in days, hours, or minutes.

Agent
Agent
A Salesforce CRM Call Center user who handles inbound or outbound calls. An agent is usually
identified by a four-digit number that serves as the agent's ID within the associated computer
telephony integration (CTI) system.

Agent Console
See Salesforce Console and Console Tab.

AJAX Toolkit
A JavaScript wrapper around the API that allows you to execute any API call and access any object
you have permission to view from within JavaScript code. For more information, see the AJAX
Toolkit Developer's Guide.

Amount Without Adjustments

Applies to Collaborative Forecasts. The sum of a person’s owned revenue opportunities and the
person's subordinates’ opportunities, without adjustments. Subordinates include everyone
reporting up to a person in the forecast hierarchy. This amount is visible only on reports.

Amount Without Manager Adjustment

Applies to Collaborative Forecasts. The forecast number as seen by the forecast owner. This is the
sum of the owner’s revenue opportunities and the owner’s subordinates’ opportunities, including
adjustments made by the forecast owner on the owner's or subordinates’ forecasts. It doesn’t
include adjustments made by forecast managers above the owner in the forecast hierarchy.

Amount Without Owner Adjustment

Applies to Collaborative Forecasts. The forecast amount as seen by the forecast owner without the
owner's adjustment. This is the sum of the subordinate's opportunities, including adjustments
made by their manager or by the subordinate themselves, plus the rollup of the owner's own
opportunities. It doesn’t include adjustments made by the forecast owner.

Ant Migration Tool

A toolkit that allows you to write an Apache Ant build script for migrating Lightning Platform
components between a local file system and a Salesforce organization.

Apex Connector Framework

The Apex Connector Framework is a set of classes and methods in the DataSource namespace for
creating a custom adapter for Salesforce Connect. Create a custom adapter to connect to data that’s
stored outside your Salesforce org when the other available Salesforce Connect adapters aren’t
suitable for your needs.

Reporting Snapshot
A reporting snapshot lets you report on historical data. Authorized users can save tabular or
summary report results to fields on a custom object, then map those fields to corresponding fields
on a target object. They can then schedule when to run the report to load the custom object's fields
 with the report's data.

Reporting Snapshot Running User

The user whose security settings determine the source report's level of access to data. This bypasses
all security settings, giving all users who can view the results of the source report in the target object
access to data they might not be able to see otherwise.

Reporting Snapshot Source Report

The custom report scheduled to run and load data as records into a custom object.

Reporting Snapshot Target Object

The custom object that receives the results of the source report as records.

Annuity
See Quantity Schedule and Revenue Schedule.

Anonymous Block, Apex

Apex code that does not get stored in Salesforce, but that can be compiled and executed by using
the ExecuteAnonymousResult()API call, or the equivalent in the AJAX Toolkit.

Answers
Answers is a feature of the Community application that enables users to ask questions and have
community members post replies. Community members can then vote on the helpfulness of each
reply, and the person who asked the question can mark one reply as the best answer.

Anti-Join
An anti-join is a subquery on another object in a NOT INclause in a SOQL query. You can use anti-
joins to create advanced queries.See also Semi-Join.

Apex
Apex is a strongly typed, object-oriented programming language that allows developers to execute
flow and transaction control statements on the Lightning platform server in conjunction with calls
to the Lightning Platform API. Using syntax that looks like Java and acts like database stored
procedures, Apex enables developers to add business logic to most system events, including button
clicks, related record updates, and Visualforce pages. Apex code can be initiated by Web service
requests and from triggers on objects.

Apex Controller
See Controller, Visualforce.

Apex-Managed Sharing
Enables developers to programmatically manipulate sharing to support their application’s behavior.
Apex-managed sharing is only available for custom objects.
Apex Page
See Visualforce page.

API Version
See Version.

App
Short for “application.” A collection of components such as tabs, reports, dashboards, and
Visualforce pages that address a specific business need. Salesforce provides standard apps such as
Sales and Service. You can customize the standard apps to match the way you work. In addition, you
can package an app and upload it to the AppExchange along with related components such as
custom fields, custom tabs, and custom objects. Then, you can make the app available to other
Salesforce users from the AppExchange.

App Launcher
The App Launcher presents tiles that link to your connected apps and standard apps, all from one
location in Salesforce. All Lightning Experience users have access to the App Launcher. Salesforce
Classic users must have the “Use Identity Features” permission and the App Launcher option in their
profile set to Visible. In Salesforce Classic, the App Launcher appears as an app in the App menu.

App Menu
See App Menu.

AppExchange
The AppExchange is a sharing interface from Salesforce that allows you to browse and share apps
and services for the Lightning Platform.

AppExchange Listing
An AppExchange listing is a description of your app or service on the AppExchange. It is your primary
marketing tool for promoting your app or service to the AppExchange community.

AppExchange Publishing Organization

The AppExchange Publishing Organization (APO) is the master organization that you as a partner use
to publish listings on the AppExchange. Child organizations where you develop applications can be
linked to your APO, thus tying your listings together under a single provider entity to deliver a
consistent message to customers.

AppExchange Security Review

The AppExchange Security Review ensures that an app is safe for customers to install. Before an app
can be listed publicly on the AppExchange it must pass the AppExchange Security Review. Providers
are obligated to resubmit an app for security review whenever the app is updated.

AppExchange Upgrades
di i h fi lli i
 Upgrading an app is the process of installing a newer version.

Application Lifecycle Management (ALM)

The process of managing an application's lifecycle, from planning, to development, to integration,
to support.

Application Programming Interface (API)

The interface that a computer system, library, or application provides to allow other computer
programs to request services from it and exchange data.

Approval Action
See Automated Actions.

Approval Process
An approval process automates how records are approved in Salesforce. An approval process
specifies each step of approval, including who to request approval from and what to do at each
point of the process.

Approval Process Diagram

A visual, flowchart representation of an approval process. From a detail page of an approval process,
you can open the diagram by launching the Process Visualizer.

Approval Request
An approval request is an email, Salesforce app notification, Lightning Experience notification, or
Chatter post notifying the recipient that a record was submitted for approval and that his or her
approval is requested.

Approval Steps
Approval steps define the chain of approval for a particular approval process. Each step determines
which records can advance to that step, who to assign approval requests to, and whether to let each
approver’s delegate respond to the requests. The first step specifies what to do if a record doesn’t
advance to that step. Later steps specify what happens if an approver rejects the request.

Approvals in Chatter
If your organization has both Approvals and Chatter enabled, administrators can turn on Approvals
in Chatter. Users then receive approval requests as posts in their Chatter feeds.

Archived Article
Archived articles were published but later removed from public visibility. Article managers can view
and manage archived articles on the Article Management tab by clicking the Articlestab in the View
area and choosing Archived Articles. Archived articles are not visible in the Articles tab (in any
channel) or the public knowledge base. Articles can be archived manually or automatically via an
expiration date.
Article
Articlescapture information about your company's products and services that you want to make
available in your knowledge base.

Article Manager
Salesforce uses the term article managerto represent a specific type of user. Article managers can
access the Article Management tab to create, edit, assign, publish, archive, and delete articles.
Article managers are sometimes referred to as knowledge managers. Article managers require the
“Manage Articles” user permission. The Article Management tab is not visible to users without
“Manage Articles.”

Article Type
All articles in Salesforce Knowledge are assigned to an article type. An article's type determines the
type of content it contains, its appearance, and which users can access it. For example, a simple FAQ
article type can have two custom fields, Questionand Answer, where article managers enter data
when creating or updating FAQ articles. A more complex article type can have dozens of fields
organized into several sections. Using layouts and templates, administrators can structure the
article type in the most effective way for its particular content. User access to article types is
controlled by permissions. For each article type, an administrator can grant “Create,” “Read,” “Edit,”
or “Delete” permissions to users. For example, the article manager can allow internal users to read,
create, and edit FAQ article types, but let partner users only read FAQs.

Article-Type Layout
An article-type layoutenables administrators to create sections that organize the fields on an article,
as well as choose which fields users can view and edit. One layout is available per article type.
Administrators modify the layout from the article-type detail page.

Article-Type Template
An article-type templatespecifies how the sections in the article-type layout are rendered. An article
type can have a different template for each of its four channels. For example, if the Customer Portal
channel on the FAQ article-type is assigned to the Tab template, the sections in the FAQ's layout
appear as tabs when customers view an FAQ article. For the Table of Contents template, the sections
defined in the layout appear on a single page (with hyperlinks) when the article is viewed. Salesforce
provides two standard article-type templates, Tab and Table of Contents. Custom templates can be
created with Visualforce.

Asset
A specific model or type of product that a customer owns. Depending on how your organization uses
assets, they can represent your products that the customer has purchased and installed or your
competitor’s products that the customer uses.

Assigned Approver
The assigned approver is the user responsible for responding to an approval request.
Assignment
An assignment is a draft article that has been assigned to another user for editing. Assignments can
contain brief instructions and a due date.

Asynchronous Calls
A call that doesn’t return results immediately because the operation can take a long time. Calls in
the Metadata API and Bulk API 2.0 are asynchronous.

Audience Channel
An audience, sometimes called a channel, refers to the types of users who can access an article.
Salesforce Knowledge offers four channels where you can make articles available.
Internal App: Salesforce users can access articles depending on their role visibility.
Customer: Customers can access articles in a community, site, or customer portal. Customer users
inherit the role visibility of the manager on the account. In a community, the article is only
available to users with Customer Community or Customer Community Plus licenses.
Partner: Partners can access articles in a community, site, or partner portal. Partner users inherit
the role visibility of the manager on the account. In a community, the article is only available to
users with Partner Community licenses.
Public Knowledge Base: Articles can be made available to anonymous users by creating a public
knowledge base. With Lightning Knowledge, most Salesforce orgs use Communities to create a
knowledge base. Creating a public knowledge base for Salesforce Knowledge in Salesforce Classic
requires Sites and Visualforce.
AutolaunchedFlow
An autolaunchedflowcan be launched without user interaction, such as from a process or the Apex
interview.startmethod.Autolaunched flowsrun in bulk and without user interaction. They can’t
contain steps, screens, choices, or choice sets in the active or latest flow version.

Automatic Number Identification (ANI)

The number from which a caller is dialing in Salesforce CRM Call Center.

Auto Number
A custom field type that automatically adds a unique sequential number to each record. These fields
are read only.

Auto-Response Rule
A set of conditions for sending automatic email responses to case or lead submissions based on the
attributes of the submitted record. Applicable cases include those submitted through a Self-Service
portal, a Customer Portal, a Web-to-Case form, an Email-to-Case message, or an On-Demand Email-
to-Case message. Applicable leads include those captured through a Web-to-Lead form.

B
Batch Apex
The ability to perform long, complex operations on many records at a scheduled time using Apex.

Batch, Bulk API

A batch is a CSV, XML, or JSON representation of a set of records in the Bulk API. You can process a
set of records by creating a job that contains one or more batches. The server processes each batch
independently, not necessarily in the order it is received. See Job, Bulk API.

Best Answer
When a member of an answers community asks a question and other community members post a
reply, the asker can mark one of the replies as the best answer. The best answer then appears
directly under the question (above the other replies). Identifying the best answer helps other
community members with the same question quickly find the most relevant, useful information.

Best Case Amount

Revenue projection in a forecast that identifies total “possible” revenue for a specific month or
quarter. For managers, equals the total amount of revenue they and their entire team can possibly
generate.

Beta, Managed Package

In the context of managed packages, a beta managed package is an early version of a managed
package distributed to a sampling of your intended audience to test it.

Blank lookup
A lookup that is performed when the lookup field dialog does not have a search term.

Boolean Operators
You can use Boolean operators in report filters to specify the logical relationship between two
values. For example, the AND operator between two values yields search results that include both
values. Likewise, the OR operator between two values yields search results that include either value.

Briefcase
The set of data that you can manage offline using Connect Offline.

Bucketing
A tool in the report builder that lets users categorize report records by field, without having to create
a formula or a custom field.

Bulk API 2.0

The REST-based Bulk API 2.0 is optimized for processing large sets of data. It allows you to query,
insert, update, upsert, or delete a large number of records asynchronously by submitting a job that
is processed in the background by Salesforce. See also SOAP API.

Business Account
 A company or organization that you want to track.

C
Call
Any inbound, outbound, consult, or internal voice connection via telephone.

Call Center
A group within a company or a third-party organization that handles telephone sales or service. See
Salesforce CRM Call Center.

Callout, Apex
An Apex callout enables you to tightly integrate your Apex with an external service by making a call
to an external Web service or sending a HTTP request from Apex code and then receiving the
response.

Campaign
A marketing initiative, such as an advertisement, direct mail, or conference, that you conduct in
order to generate prospects and build brand awareness.

Campaign Hierarchy
A set of up to five campaigns organized into a hierarchy. A parent campaign can have several child
campaigns, but a child campaign can have only one parent.

Campaign Member
Any lead or contact associated with a campaign.

Campaign ROI (Return On Investment)

The campaign ROI is the return on your marketing investment. Use the Campaign ROI Analysis
Report to analyze the ROI. The ROI is calculated as the net gain (Total Value Won Opps- Actual Cost)
divided by the Actual Cost. The ROI result is expressed as a percentage.

Cascading Style Sheet (CSS)

Files that contain all of the information relevant to color, font, borders, and images that are
displayed in a user interface.

Case
Detailed description of a customer’s feedback, problem, or question. Used to track and solve your
customers’ issues.

Case, Checkout
A case is a detailed description of your feedback, problem, or question. It is used to track and solve
your Checkout issues
 your Checkout issues.

Case Feed
Case Feed gives support agents a more streamlined way of creating, managing, and viewing cases. It
includes actions and a Chatter feed. The actions let agents create case notes, log calls, change the
status of cases, and communicate with customers. The feed displays important case events in
chronological order, so it’s easy to see the progress of each case.

Category, Ideas
Categories are administrator-defined values that help organize ideas into logical sub-groups within a
zone. The View Category drop-down list on the Ideas tab allows users to filter ideas by category, and
the Categoriespicklist on the Post Ideas page lets users add categories to their ideas.For example, if
your ideas zone has the focus “Improvements to our clothing line,” then you might set up categories
such as “Shirts,” “Jackets,” and “Slacks.” Each organization has one common set of categories that
can be added or removed from each zone. An administrator defines separate categories for their
ideas and answers zones.

Category, Solutions
A label you can apply to a solution to group similar solutions together. Solution categories help
customer support representatives find solutions faster when solving cases. If you use the Self-
Service portal or public solutions, your customers can browse solutions by category to find what
they need. See also Parent Category.

Category, Knowledge and Answers

See Data Category for Answers and Data Category for Articles.

Category Group for Answers

In an answers zone, a category groupprovides one or more categories that help organize questions
for easy browsing. If the category group contains a hierarchy, only the first-level categories display
on the Answers tab. For example, if you're a computer manufacturer you might create a Products
category group for your Products zone that has four categories: Performance Laptops, Portable
Laptops, Gaming Desktops, and Enterprise Desktops. Zone members can choose one of the
categories to assign to a question.Administrators create the category group and categories and then
associate the category group with their answers zone.An administrator defines separate categories
for their ideas and answers zones.

Category Group for Articles

In Salesforce Knowledge, a category grouporganizes data categories into a logical hierarchy. For
example, to classify articles by sales regions and business units, create two category groups, Sales
Regions and Business Units. The Sales Regions category group could consist of a geographical
hierarchy, such as All Sales Regions as the top level, North America, Europe, and Asia at the second
level, and so on up to five levels. When creating articles, authors assign the relevant categories to
the article. End users searching for articles can search and filter by category.
Channel Manager
Channel managers are the internal users that manage your partners.

Chat Window
A Web-based interface where your customers or website visitors engage in text chats with customer
support agents. Customers access the Chat windowby clicking a Chat button or link on your
organization's website.

Chatlet
A chatletis a mini application that runs within the Chat console. There are chatletsthat integrate with
Salesforce and Salesforce Knowledge, as well as chatlets that provide information on incoming chat
requests, visitor geographical location, and browsing history.

Chatter Answers
Chatter Answers is a self-service support community where users can post questions and receive
answers and comments from other users or your support agents.

Chatter Bookmarks
Chatter bookmarks let you keep track of individual posts that interest you. When someone
comments on a post you bookmarked, you receive an email notification.

Chatter Favorite
Chatter favorites are shortcuts on your Chatter tab to the latest posts and comments for topics, list
views, and Chatter feed searches.

Chatter Feed
A list of recent activities in Salesforce. Chatter feeds display:
On the Chatter or Home tab, where you can see your posts, posts from people you follow, and
updates to records you follow, and posts to groups you're a member of
On profiles, where you can see posts made by the person whose profile you're viewing
On records, where you can see updates to the record you're viewing
On Chatter groups, where you can see posts to the group you're viewing
Chatter Group
Chatter groups let you share information with specific people. For example, if you're working on a
project and want to share information only with your team members, you can create a Chatter group for
your team. Chatter groups include a list of members, a Chatter feed, and a photo. You can create the
following types of Chatter groups:
Public: Only group members can post, but anyone can see the posts and join the public group.
Private: Only group members can post and see the posts. The group's owner or managers must add
members.
Chatter Mobile
A free mobile application that lets you collaborate in Chatter from your mobile device. Use Chatter
Mobile to post and comment in Chatter, and receive updates about the people, records, and files you
follow and your groups.
 follow and your groups.

Checkout
Checkout is the online store where you can purchase seats and other related products for Salesforce
and Data.com.

Child Relationship
A relationship that has been defined on an sObject that references another sObject as the “one” side
of a one-to-many relationship. For example, contacts, opportunities, and tasks have child
relationships with accounts.

See also sObject.

Class, Apex
A template or blueprint from which Apex objects are created. Classes consist of other classes, user-
defined methods, variables, exception types, and static initialization code. In most cases, Apex
classes are modeled on their counterparts in Java.

Client App
An app that runs outside the Salesforce user interface and uses only the Lightning Platform API or
Bulk API 2.0. It typically runs on a desktop or mobile device. These apps treat the platform as a data
source, using the development model of whatever tool and platform for which they are designed.

Clone
Clone is the name of a button or link that allows you to create a new item by copying the
information from an existing item, for example, a contact or opportunity.

Cloud Computing
A model for software development and distribution based on the Internet. The technology
infrastructure for a service, including data, is hosted on the Internet. This allows consumers to
develop and use services with browsers or other thin clients instead of investing in hardware,
software, or maintenance.

Flow Builder
Cloud-based application that lets admins create a flow for use in Salesforce.

Code Coverage
A way to identify which lines of code are exercised by a set of unit tests, and which are not. This
helps you identify sections of code that are completely untested and therefore at greatest risk of
containing a bug or introducing a regression in the future.

Collapsible Section
Sections on detail pages that users can hide or show.

bi i h
Combination Chart
A combination chart plots multiple sets of data on a single chart. Each set of data is based on a
different field, so values are easy to compare. You can also combine certain chart types to present
data in different ways on a single chart.

Comment
Comments are plain text responses to posted ideas that enable discussions about the ideas. On the
Ideas tab, the Comments subtab lists the comments that have most recently been submitted. On the
detail page of an idea, comments are sorted in chronological order from oldest to newest.

Comment, Chatter
A reply to a post in a Chatter feed.

Commit Amount
Forecast amount that an individual salesperson is reasonably confident of closing in a particular
month or quarter. For managers, this should equal the amount that they and their team can
confidently close.

Community
Communities are Experience Cloud sites that are customizable public or private spaces for
employees, end-customers, and partners. Use communities to collaborate on best practices and
business processes.

Community Application
The Community application includes the ideas and answers features. The Community app is
available in the app menu.

Community Expert
A community expert is a member of the community who speaks credibly and authoritatively on
behalf of your organization. When community experts post comments or ideas, a unique icon
displays next to their name. The Salesforce administrator can designate as many community experts
as necessary.

Competitor
Related list that displays competitor names, strengths, and weaknesses entered for a specific
opportunity.

Component, Metadata
A component is an instance of a metadata type in the Metadata API. For example, CustomObject is a
metadata type for custom objects, and the MyCustomObject__ccomponent is an instance of a
custom object.A component is described in an XML file and it can be deployed or retrieved using the
Metadata API, or tools built on top of it, such as the Salesforce extensions for Visual Studio Code or
the Ant Migration Tool.
Component, Visualforce
Something that can be added to a Visualforce page with a set of tags, for example, <apex:detail>.
Visualforce includes a number of standard components, or you can create your own custom
components.

Component Reference, Visualforce

A description of the standard and custom Visualforce components that are available in your
organization. You can access the component library from the development footer of any Visualforce
page or the Visualforce Developer's Guide.

Composite App
An app that combines native platform functionality with one or more external Web services, such as
Yahoo! Maps. Composite apps allow for more flexibility and integration with other services, but may
require running and managing external code. See also Client App and Native App.

Computer-Telephony Integration (CTI)

The linkage between a telephone system and a computer that facilitates incoming- and outgoing-
call handling and control.

Connect for Office

Product that integrates Salesforce with Microsoft® Word and Excel.

Connect for Outlook

Connect for Outlook is retired. The product was our legacy sync add-in for Microsoft® Outlook® 2007
and earlier.

Connect Offline
Product that allows salespeople to use Salesforce to update their data remotely, anywhere, anytime
—totally unplugged.

Connected App
A connected app integrates an application with Salesforce using APIs. Connected apps use standard
SAML and OAuth protocols to authenticate, provide single sign-on, and provide tokens for use with
Salesforce APIs. In addition to standard OAuth capabilities, connected apps allow Salesforce admins
to set various security policies and have explicit control over who can use the corresponding apps.

Connected User
When using the cross-org adapter for Salesforce Connect, the connected user is the user in the
provider org whose credentials are used by the subscriber org to log in to the provider org. The
connected user's access to data in the provider org affects which data can be accessed from within
the subscriber org.

Connection (for Salesforce to Salesforce)

A business partner that you invite to share data using Salesforce to Salesforce
 A business partner that you invite to share data using Salesforce to Salesforce.

Console Layout
Objects chosen by an administrator to display in the list view frame of the Agent console. For
example, if an administrator adds cases to a console layout, then users whose profiles are assigned
to that console layout can see list views of cases in the console's list view frame.

Console Tab
A tab containing the Agent console, which combines related records into one screen with different
frames so that users can view and edit information all in one place.

Consult Call
A call that results from a Salesforce CRM Call Center user initiating a conference or transfer.

Contact
Contactsare the individuals associated with your accounts.

Contact Manager Edition

A Salesforce edition designed for small businesses that provides access to key contact management
features.

Contact Role
The role that a contact plays in a specific account, contract, or opportunity, such as “Decision
Maker” or “Evaluator.” You can mark one contact as the “primary” contact for the account, contract,
or opportunity. A contact can have different roles in various accounts, contract, or opportunities.

Content Delivery
A file that has been converted into an optimized online format for distributions to leads, contacts,
and colleagues.

Content Pack
A collection of related documents or files that are stored as a group in Salesforce CRM Content.

Contract
A contractis an agreement defining the terms of business between parties.

Contract, Checkout
A contract is a written agreement defining the terms of doing business between Salesforce and your
organization.

Contract Line Item

Contract line items are specific products covered by a service contract.They only display to users on
the Contract Line Items related list on service contracts, not contracts.
Controller, Visualforce
An Apex class that provides a Visualforce page with the data and business logic it needs to run.
Visualforce pages can use the standard controllers that come by default with every standard or
custom object, or they can use custom controllers.

Controller Extension
A controller extension is an Apex class that extends the functionality of a standard or custom
controller.

Controlling Field
Any standard or custom picklist or checkbox field whose values control the available values in one or
more corresponding dependent fields.

Convert
Button or link that allows you to change a qualified lead into an account, contact, and, optionally, an
opportunity. Information from the lead fields is transferred into the appropriate account, contact,
and opportunity fields.

Cookie
Client-specific data used by some Web applications to store user and session-specific information.
Salesforce issues a session “cookie” only to record encrypted authentication information for the
duration of a specific session.

Credit Memo
A credit memo is a pricing adjustment that credits your account.

CSV (Comma Separated Values)

A file format that enables the sharing and transportation of structured data. The import wizards,
Data Loader and the Bulk API 2.0 support CSV. Each line in a CSV file represents a record. A comma
separates each field value in the record.

CTI Adapter
A lightweight software program that controls the appearance and behavior of a Salesforce
softphone. The adapter acts as an intermediary between a third-party computer telephony
integration (CTI) system, Salesforce, and a Salesforce CRM Call Center user. It must be installed on
any machine that needs access to Salesforce CRM Call Center functionality.

CTI Connector
A component of a computer telephony integration (CTI) adapter that maintains an in-memory
representation of a Salesforce CRM Call Center user's softphone, including the phone numbers,
records, and status associated with a call. The CTI connector is the component of a CTI adapter that
can be customized by an organization.

CTI System
CTI System
The hardware and software that implements computer-telephony integration (CTI) for a particular
call center.

Custom App
See App.

Custom Console Component

A Visualforce page added to a Salesforce console by an administrator to customize, integrate, or
extend the capabilities of the console.

Custom Controller
A custom controller is an Apex class that implements all of the logic for a page without leveraging a
standard controller. Use custom controllers when you want your Visualforce page to run entirely in
system mode, which does not enforce the permissions and field-level security of the current user.

Custom Field
A field that can be added in addition to the standard fields to customize Salesforce for your
organization’s needs.

Custom Help
Custom text administrators create to provide users with on-screen information specific to a standard
field, custom field, or custom object.

Custom Labels
Custom labels are custom text values that can be accessed from Apex classes, Visualforce pages, or
Lightning components.

Custom Links
Custom links are URLs defined by administrators to integrate your Salesforce data with external
websites and back-office systems.Formerly known as Web links.

Custom Object
Custom records that allow you to store information unique to your organization.

Custom Report Type

See Report Type.

Custom Settings
Custom settings are similar to custom objects and enable application developers to create custom
sets of data, as well as create and associate custom data for an organization, profile, or specific user.
All custom settings data is exposed in the application cache, which enables efficient access without
the cost of repeated queries to the database. This data can then be used by formula fields, validation
rules, flows, Apex, and the SOAP API.
 See also Hierarchy Custom Settings and List Custom Settings.

Custom S-Control

NOTES-controls have been superseded by Visualforce pages. After March 2010 organizations that have
never created s-controls, as well as new organizations, won't be allowed to create them. Existing s-
controls will remain unaffected, and can still be edited.

Custom Web content for use in custom links. Custom s-controls can contain any type of content that you
can display in a browser, for example a Java applet, an Active-X control, an Excel file, or a custom HTML
Web form.
Custom View
A display feature that lets you see a specific set of records for a particular object.

Customer Relationship Management (CRM)

A business strategy for developing and improving relations between companies and their customers.

Customers, Chatter
Users outside of your company's email domains. They have very limited Chatter access and can only
see groups they're invited to and interact with members of those groups.

D
Dashboard
A dashboardshows data from source reports as visual components, which can be charts, gauges,
tables, metrics, or Visualforce pages.The components provide a snapshot of key metrics and
performance indicators for your organization.Each dashboard can have up to 20 components.

Dashboard Builder
Dashboard builderis a drag-and-drop interface for creating and modifying dashboards.

Dashboard Filters
Filters on a dashboard allow you to choose different views of data.

Data Category for Answers

On the Answers tab, data categoriesallow users to classify questions in an answers zone. For
example, if you have a zone for hardware products, your data categories may include laptops,
desktops, and printers. Zone members can quickly browse within a specific category to find answers
to their questions. Administrators can use data categories to control access to questions.

Data Category for Articles

Data Category for Articles
In Salesforce Knowledge, data categoriesare a set of criteria organized hierarchically into category
groups. Articles in the knowledge base can be classified according to multiple categories that make
it easy for users to find the articles they need. For example, to classify articles by sales regions and
business units, create two category groups, Sales Regions and Business Units. The Sales Regions
category group could consist of a geographical hierarchy, such as All Sales Regions as the top level,
North America, Europe, and Asia at the second level, and so on up to five levels. Authors assign
categories to articles. Administrators can use data categories to control access to articles.

Data Encryption
The process of applying a cryptographic function to data that results in ciphertext. The platform
encryption process uses symmetric key encryption and a 256-bit Advanced Encryption Standard
(AES) algorithm using CBC mode, PKCS5 padding, and a randomized, 128-bit initialization vector (IV)
to encrypt field-level data and files stored on the Salesforce platform. Both data encryption and
decryption occur on the application servers.

Data Encryption Keys

Shield Platform Encryption uses data encryption keys to encrypt and decrypt data. Data encryption
keys are derived on a key derivation server using keying material split between a per-release master
secret and an organization-specific tenant secret stored encrypted in the database as a part of your
organization. The 256-bit derived keys exist in memory until evicted from the cache.

Data Loader
A Lightning Platform tool used to import and export data from your Salesforce organization.

Data Manipulation Language (DML)

An Apex method or operation that inserts, updates, or deletes records.

Data State
The structure of data in an object at a particular point in time.

Database
An organized collection of information. The underlying architecture of the Lightning Platform
includes a database where your data is stored.

Database Table
A list of information, presented with rows and columns, about the person, thing, or concept you
want to track. See also Object.

Database.com
Database.com is an enterprise cloud database from Salesforce.

Date Literal
A keyword in a SOQL or SOSL query that represents a relative range of time such as last monthor
 next year.

Dated Exchange Rates

Dated exchange rates allow you to map a currency conversion rate to a specific date range. For
example, the exchange rate on January 1 was 1 USD to 1.39 AUD, but on February 1, it changed to 1
USD to 1.42 AUD. Your opportunities that closed between January 1 and February 1 use the first
exchange rate (1 = 1.39), while opportunities that closed after February 1 used the second exchange
rate (1 = 1.42).

Decimal Places
Parameter for number, currency, and percent custom fields that indicates the total number of digits
you can enter to the right of a decimal point, for example, 4.98 for an entry of 2. Note that the system
rounds the decimal numbers you enter, if necessary. For example, if you enter 4.986 in a field with
Decimal Placesof 2, the number rounds to 4.99. Salesforce uses the round half-up rounding
algorithm. Half-way values are always rounded up. For example, 1.45 is rounded to 1.5. –1.45 is
rounded to –1.5.

Delegated Administration
A security model in which a group of non-administrator users perform administrative tasks.

Delegated Authentication
A security process where an external authority is used to authenticate Lightning Platform users.

Delegated Approver
A delegated approver is a user appointed by an assigned approver as an alternate for approval
requests.

Demote
If you dislike an idea, you can click demoteto subtract 10 points from its overall score and decrease
the idea's overall popularity ranking. You cannot demote the same idea more than once, and after
you demote an idea you cannot promote it. An idea can have negative overall points if more users
demote the idea than promote it.

Dependency
A relationship where one object's existence depends on that of another. There are a number of
different kinds of dependencies including mandatory fields, dependent objects (parent-child), file
inclusion (referenced images, for example), and ordering dependencies (when one object must be
deployed before another object).

Dependent Field
Any custom picklist or multi-select picklist field that displays available values based on the value
selected in its corresponding controlling field.

Deploy
Deploy
To move functionality from an inactive state to active. For example, when developing new features
in the Salesforce user interface, you must select the “Deployed” option to make the functionality
visible to other users.

The process by which an application or other functionality is moved from development to

production.

To move metadata components from a local file system to a Salesforce organization.

For installed apps, deployment makes any custom objects in the app available to users in your
organization. Before a custom object is deployed, it is only available to administrators and any users
with the “Customize Application” permission.

Deprecated Component
Developers can refine the functionality in a managed package over time as the requirements evolve,
such as redesign some of the components in the managed package.Developers can’t delete some
components in a Managed - Releasedpackage, but they can deprecate a component in a later
package version so that new subscribers don’t receive the component, while the component
continues to function for existing subscribers and API integrations.

Detail
A page that displays information about a single object record. The detail page of a record allows you
to view the information, whereas the edit page allows you to modify it.

A term used in reports to distinguish between summary information and inclusion of all column
data for all information in a report. You can toggle the Show Details/Hide Detailsbutton to view and
hide report detail information.

Detail View
The Agent console's center frame, which is the detail page view of any record selected from any of
the console’s other frames. The detail view displays the same page layouts defined for the object’s
detail pages. When a record is displayed in the detail view, it is highlighted in the list view.

Developer Edition
A free, fully-functional Salesforce organization designed for developers to extend, integrate, and
develop with the Lightning Platform. Developer Edition accounts are available on
developer.salesforce.com.

Salesforce Developers
The Salesforce Developers website at developer.salesforce.comprovides a full range of resources for
platform developers, including sample code, toolkits, an online developer community, and the
ability to obtain limited Lightning Platform environments.
DeveloperSandbox
Developer sandboxes copy customization (metadata), but don't copy production data, into a
separate environment for coding and testing.

Developer ProSandbox
Developer Pro sandboxes copy customization (metadata), but don't copy production data, into a
separate environment for coding and testing. Developer Pro has more storage than a Developer
sandbox. It includes a number of Developer sandboxes, depending on the edition of your
production organization.

Development as a Service (DaaS)

An application development model where all development is on the Web. This means that source
code, compilation, and development environments are not on local machines, but are Web-based
services.

Development Environment
A Salesforce organization where you can make configuration changes that will not affect users on
the production organization. There are two kinds of development environments, sandboxes and
Developer Edition organizations.

Dial-Tone Multi-Frequency (DTMF)

The system that informs a switch of the number that is being pressed by a caller in Salesforce CRM
Call Center.

Dialed Number Identification Service (DNIS)

The number a caller dialed in Salesforce CRM Call Center.

Direct Inward Dial (DID)

A phone number that allows a Salesforce CRM Call Center user to be reached directly from outside
the call center. DIDs can be used in place of extensions, which require a caller to first dial the main
private branch exchange number and then enter an extension.

Directory Number (DN)

Any internal number that is configured on a public branch exchange. You can define additional
directory numbers through the Salesforce CRM Call Center setup within Salesforce.

Document Library
A place to store documents without attaching them to accounts, contacts, opportunities, or other
records.

Draft Article
Draft articles are in-progress articles that have not been published, which means they are not visible
on the Articles tab (in any channel) or in a public knowledge base. Article managers can access draft
articles on the Article Management tab by clicking the Articlestab in the View area and choosing
 g y g g
Draft Articles. You can filter draft articles by those assigned to you or those assign to anyone (all
draft articles for your organization).Draft articles can be assigned to any user involved in the
editorial work.

Draft Translation
Draft translations are in-progress translations of articles into multiple languages. They have not
been published, which means they are not visible on the Articles tab (in any channel) or in a public
knowledge base. Article managers can access draft translations on the Articles Management tab by
clicking the Translationstab in the View area and choosing Draft Translations. You can filter draft
translations by those assigned to you, those assigned to a translation queue, or those assigned to
anyone (all draft translations in your organization).Translations can be assigned to any user who can
publish Salesforce Knowledge articles.

Dynamic Dashboard
A dynamic dashboardruns using the security settings of the user viewing the dashboard. Each user
sees the dashboard according to his or her own access level. This approach helps administrators
share one common set of dashboard components to users with different levels of access.

Dynamic Visualforce Binding

A way of writing generic Visualforce pages that display information about records without
necessarily knowing which fields to show. In other words, fields on the page are determined at
runtime, rather than compile time.

E
Email Alert
Email alerts are actions that send emails, using a specified email template, to specified recipients.

Email Approval Response

Email approval response lets users respond to approval requests by replying to an email notification.

Email Notification
An email that's sent when activities happen in Chatter. You can configure the activities that trigger
email notifications.

Email Template
A form email that communicates a standard message, such as a welcome letter to new employees or
an acknowledgment that a customer service request has been received. Email templates can be
personalized with merge fields, and can be written in text, HTML, or custom format.
NOTELightning email templates aren’t packageable.

Encrypted Data at Rest

Data that is encrypted when stored on disk. Salesforce supports encryption for fields stored in the
database, documents stored in Files, Content Libraries, and Attachments, and archived data.

Encryption Key
Encryption keys are used by an encryption algorithm to convert plaintext values into ciphertext and
back. Platform Encryption uses the AES algorithm and 256-bit symmetric keys with a random IV
(Initialization Vector) to encrypt and decrypt data stored at rest on the Salesforce platform.

Encryption Key Management

Refers to all aspects of key management, such as key creation, processes, and storage. Tenant secret
management is performed by administrators or users who have the “Manage Encryption Keys”
permission, enabled from Setup by clicking Security Controls| Platform Encryption.

Enterprise Application
An application that is designed to support functionality for an organization as a whole, rather than
solving a specific problem.

Enterprise Edition
A Salesforce edition designed for larger, more complex businesses.

Enterprise WSDL
A strongly-typed WSDL for customers who want to build an integration with their Salesforce
organization only, or for partners who are using tools like Tibco or webMethods to build integrations
that require strong typecasting. The downside of the Enterprise WSDL is that it only works with the
schema of a single Salesforce organization because it is bound to all of the unique objects and fields
that exist in that organization's data model.

Entitlement
Entitlements help you determine if your customers are eligible for customer support so you can
create cases for them. A customer can be eligible for support based on a particular asset, account, or
service contract.

Entitlement Contact
Entitlement contacts are contacts specified to receive customer support—for example, a named
caller.They're listed on an entitlement's Contacts related list or the contact's Entitlements related
list. Entitlement contacts don't have page layouts, search layouts, buttons, links, or record types.

Entitlement Process
Entitlement processes are timelines that include all of the steps (milestones) that your support team
must complete to resolve cases. Each process includes the logic necessary to determine how to
enforce the correct service level for your customers
 enforce the correct service level for your customers.

Entitlement Template
Entitlement templates are predefined terms of customer support that you can quickly add to
products. For example, you can create entitlement templates for Web or phone support so that
users can easily add entitlements to products offered to customers.

Entity Relationship Diagram (ERD)

A data modeling tool that helps you organize your data into entities (or objects, as they are called in
the Lightning Platform) and define the relationships between them. ERDsfor key Salesforce objects
are published in the Salesforce Object Reference.

Enumeration Field
An enumeration is the WSDL equivalent of a picklist field. The valid values of the field are restricted
to a strict set of possible values, all having the same data type.

Event
An event is an activity that has a scheduled time. For example, a meeting, or a scheduled phone call.

Event Series
A series of events that recur with a regular pattern. For example, a weekly meeting with a customer
defined as an event series.

Event Sink, CTI

An object in a computer telephony integration (CTI) connector that receives CTI system events and
routes them to other methods for processing.

External Data Source

An external data source specifies how to access an external system. Salesforce Connect uses external
data sources to access data that's stored outside your Salesforce organization. Files Connect uses
external data sources to access third-party content systems. External data sources have associated
external objects, which your users and the Lightning Platform use to interact with the external data
and content.

External Lookup Relationship

An external lookup relationship links a child standard, custom, or external object to a parent
external object.When you create an external lookup relationship field, the standard External ID field
on the parent external object is matched against the values of the child’s external lookup
relationship field. External object field values come from an external data source.

External Object
External objects behave similarly to custom objects, except that they map to data that’s stored
outside your Salesforce org.Each external object maps to a data table in a defined external data
source, and each external object field maps to a table column. Users and the Lightning Platform use
 external objects to interact with the external data.

External User
External users are users with Community, Customer Portal, or partner portal licenses.

F
Facet
A child of another Visualforce component that allows you to override an area of the rendered parent
with the contents of the facet.

Feature License
A feature license entitles a user to access an additional feature that is not included with his or her
user license, such as Marketing or WDC. Users can be assigned any number of feature licenses.

Feed Attachment, Chatter

A feed attachment is a file or link that is attached to a post in a Chatter feed.

Feed Filter, Chatter

Feed filtersdisplay a subset of posts in your Chatter feed on the Chatter tab.

Feed Tracking, Chatter

Administrator settings that determine which records can be followed and which fields can be
tracked in Chatter feeds. Enabling an object for feed tracking allows people to follow records of that
object type. Enabling fields for feed tracking allows users to see updates on the Chatter feed when
those fields are changed on records they follow.

Field
A part of an object that holds a specific piece of information, such as a text or currency value.

Field-Level Help
Custom help text that you can provide for any standard or custom field. It displays when users hover
a mouse over the help icon adjacent to that field.

Field-Level Security
Settings that determine whether fields are hidden, visible, read only, or editable for users. Available
in Professional, Enterprise, Unlimited, Performance, and Developer Editions.

Field Dependency
A filter that allows you to change the contents of a picklist based on the value of another field.

Field Sets
A field set is a grouping of fields. For example, you could have a field set that contains fields
 describing a user's first name, middle name, last name, and business title.Field sets can be
referenced on Visualforce pages dynamically.If the page is added to a managed package,
administrators can add, remove, or reorder fields in a field set to modify the fields presented on the
Visualforce page without modifying any code.

Field Update
A field update is an action that automatically updates a field with a new value.

File Collaborator
Users with the “collaborator” permission can view, download, share, change permission, edit the
file, and upload new versions of files in Chatter.

File Owner
You are the owner of a file when you upload the file in Chatter, attach the file to a Chatter feed, or upload
the file in Salesforce CRM Content.
As the owner of the file you can view, edit, download, share, upload a new version, and delete the file, as
well as make the file private and change the permission on the file.
File, Private
A private file in Chatter is indicated by the private icon (

Untitled Attachment

) and is only available to the file owner and isn't shared with anyone. A private file is created when
you upload a file on the Files tab or contribute a file to a Salesforce CRM Content personal library.
You own files you upload or contribute.

File, Privately Shared

A privately shared file in Chatter is indicated by the privately shared icon (

) and is only available to the file owner and the specific people or groups it has been shared with.

File Viewer
Users with the “viewer” permission can view, download, and share files in Chatter.

File, Your Company

The your company icon (

) indicates a file that is shared with all Chatter users in your company. All Chatter users in your
 company can find and view this file.

Files Tab
A tab that lists a user's Chatter and Salesforce CRM Content files.

Filter Condition/Criteria
Condition on particular fields that qualifies items to be included in a list view or report, such as
“State equals California.”

Final Approval Actions

Final approval actions occur when all required approvals have been given for a record.

Final Rejection Actions

A final rejection action occurs when an approver rejects the request and it goes to the final rejection
state.

Fiscal Year
A period that an organization uses for financial planning purposes, such as forecasting, whose
length is usually similar to the length of a calendar year. Fiscal years usually contain smaller fiscal
periods, such as quarters or trimesters.

Flag
An icon that users can click on a question or reply to report it as spam, hateful, or inappropriate.

Flex Toolkit for Lightning Platform

An Adobe® Flex library that allows you to access Salesforce data from within a Flex 2 application.

Flow
A flowis an application that can execute logic, interact with the Salesforce database, call Apex
classes, and collect data from users. You can build flows by using Flow Builder.

Flow Interview
A flow interviewis a running instance of a flow.

Flow Trigger
A flow triggeris a workflow action that launches a flow.With flow triggers, you can automate complex
business processes—create flows to perform logic, and have events trigger the flows via workflow
rules—without writing code.For example, your flow looks up and assigns the relevant entitlement
for a case. Create a flow trigger to launch the flow whenever a case is created, so that all new cases
are automatically set with a default entitlement.

Folder
A folderis a place where you can store reports, dashboards, documents, or email templates. Folders
can be public hidden or shared and can be set to read-only or read/write You control who has
 can be public, hidden, or shared, and can be set to read-only or read/write. You control who has
access to its contents based on roles, permissions, public groups, and license types. You can make a
folder available to your entire organization, or make it private so that only the owner has access.

Follow
A subscription to a user or record that lets you see related updates in your Chatter feed. Follow a
user to see the users’s posts. Follow a record to see posts, comments, and field changes.

Follow, Chatter Answers

A subscription to a question that lets you receive emails when someone answers or comments on a
specific question.

Lightning Platform
The Salesforce platform for building applications in the cloud. Lightning Platform combines a
powerful user interface, operating system, and database to allow you to customize and deploy
applications in the cloud for your entire enterprise.

Lightning Platform App Menu

A menu that enables users to switch between customizable applications (or “apps”) with a single
click. The Lightning Platform app menu displays at the top of every page in the user interface.

Lightning Platform Builder

The App Setup area of the Salesforce setup menu.

Lightning Platform Enterprise App

A custom app with up to eight (8) custom objects and eight (8) custom tabs, read-write access to
accounts and contacts, and access to Sharing, Bulk API, or Streaming API.

Salesforce Extensions for Visual Studio Code

The Salesforce extension pack for Visual Studio Codeincludes tools for developing on the Salesforce
platform in the lightweight, extensible VS Code editor. These tools provide features for working with
development orgs (scratch orgs, sandboxes, and DE orgs), Apex, Aura components, and Visualforce.

Lightning Platform Light App

A custom app with up to eight (8) custom objects and eight (8) custom tabs, read-only access to
accounts and contacts, and no access to Sharing, Bulk API, or Streaming API.

Forecast Amount
Applies to Collaborative Forecasts. The revenue forecast from the forecast manager’s perspective
and the sum of the owner’s and subordinates’ opportunities, including all forecast adjustments.

Forecast Category
Determines the category to which an opportunity is attributed in a forecast. The default category
setting for an opportunity is tied to its stage, as set in the Stagepicklist. To update the Forecast
 Categoryfor a particular opportunity, you must edit that opportunity’s forecast.

Forecast User
A user who can see and work with forecasts below them in the forecast hierarchy.

Forecast Quantity
Applies to Collaborative Forecasts. The quantity forecast from the forecast manager’s perspective
and the sum of the owner’s and subordinates’ opportunities, including all forecast adjustments.

Forecasts
Projections of sales for a specified period.

Foreign Key
A field whose value is the same as the primary key of another table. You can think of a foreign key as
a copy of a primary key from another table. A relationship is made between two tables by matching
the values of the foreign key in one table with the values of the primary key in another.

Formula Field
A type of custom field. Formula fields automatically calculate their values based on the values of
merge fields, expressions, or other values.

FullSandbox
Full sandboxes copy your entire production organization and all its data, including standard and
custom object records, documents, and attachments. Use the sandbox to code and test changes,
and to train your team about the changes. You can refresh a Full sandbox every 29 days.

Function
Built-in formulas that you can customize with input parameters. For example, the DATE function
creates a date field type from a given year, month, and day.

G
Generate Orders
The Generate Orders package is a set of flow templates that you install and customize to help your
sales teams automatically create orders with order products from opportunities or quotes. These
templates also let sales reps generate contracts and relate orders to those contracts.

Get Request
A get request is made when a user initially requests a Visualforce page, either by entering a URL or
clicking a link or button.

Getter Methods
Methods that enable developers to display database and other computed values in page markup.
 Methods that return values. See also Setter Methods.

Global Search
Search more records and fields in Salesforce from the header search box. Global search keeps track
of which objects you use and how often you use them, and arranges the search results accordingly.
Search results for the objects you use most frequently appear at the top of the list.

Global Variable
A special merge field that you can use to reference data in your organization.

A method access modifier for any method that needs to be referenced outside of the application,
either in the SOAP API or by other Apex code.

Gmail
A free Web-based email service from Google that operates on all standard browsers and can be used
with your company's domain. Also known as Google Mail.

Google Apps
Google Apps™ is a suite of on-demand communication and collaboration services hosted by Google
and designed for business users. Salesforce integrates key Google Apps services and provides
several AppExchange apps that enhance and customize Google-related functionality.

Google Docs
Google Docs™ allows you to create on-demand documents, spreadsheets, and presentations, edit
them in your browser, and work together in real time with other collaborators.

Google Talk
Google Talk™ is Google's instant-messaging tool. When the Google Talk Sidebar Component is
activated in Salesforce, Google Talk displays in the sidebar where it can be toggled on, off, or
expanded into its own window. You can also log a chat record as an activity on a Salesforce lead or
contact record.

Governor Limits
Apex execution limits that prevent developers who write inefficient code from monopolizing the
resources of other Salesforce users.

Gregorian Year
A calendar based on a 12-month structure used throughout much of the world.

Group
A groups is a set of users. Groups can contain individual users, other groups, or the users in a role.
Groups can be used to help define sharing access to data or to specify which data to synchronize in
Salesforce for Outlook configurations or Lightning Sync configurations
 Salesforce for Outlook configurations or Lightning Sync configurations.

Users can define their own personal groups. Administrators can create public groups for use by
everyone in the organization.

Group Edition
A product designed for small businesses and workgroups with a limited number of users.

Group Task
A task that was assigned to multiple users when it was created. Note that group tasks are
independent records that are not linked; they can be edited, transferred, or deleted individually.

Guest User
Guest users can access public Site.com and Salesforce sites, and public pages in Communities, via
the Guest User license associated with each site or community.Guest users’ access to objects and
data is controlled by public access settings on the Guest User profile.

H
Half-life
The half-life setting determines how quickly old ideas drop in ranking on the Popular Ideas subtab,
to make room for ideas with more recent votes. A shorter half-life moves older ideas down the page
faster than a longer half-life.This setting affects all zones in your organization.

Hardware Security Module (HSM)

Used to provide cryptography processing as well as key management for authentication. Shield
Platform Encryption uses HSMs to generate and store secret material and run the function that
derives data encryption keys used by the encryption service to encrypt and decrypt data.

Hierarchy Custom Settings

A type of custom setting that uses a built-in hierarchical logic that lets you “personalize” settings for
specific profiles or users. The hierarchy logic checks the organization, profile, and user settings for
the current user and returns the most specific, or “lowest,” value. In the hierarchy, settings for an
organization are overridden by profile settings, which, in turn, are overridden by user settings.

Highlights Panel
A customizable table of up to four columns and two rows that appears at the top of every primary
tab in a Salesforce console. It lets you view key information about records at a glance.

High-Volume Portal Users

Limited-access users intended for organizations with many thousands to millions of portal users.
Unlike other users, high-volume portal users don't have roles, which eliminates performance issues
associated with role hierarchy calculations. High-volume portal users include both the High Volume
 Customer Portal User and Authenticated Website User license types.

Home Organization
The organization used for retrieving components to a local file system. If using the Salesforce
extensions for Visual Studio Code, the home organization is the organization used to create a
project. If using the Ant Migration Tool, the home organization is the server you specify in
build.propertieswhen you retrieve components.

Home Tab
Starting page from which users can choose sidebar shortcuts and options, view current tasks and
activities, or select another tab.

Hover Detail
Hover detail displays an interactive overlay containing record details. Details appear when users
hover over a link to that record in the Recent Items list on the sidebar, or in a lookup field on a record
detail page. Users can quickly view information about a record before clicking to view or edit the
record. The record's mini page layout determines which fields are included in the hover details.
Users can’t customize which fields appear.

HTML S-Control

NOTES-controls have been superseded by Visualforce pages. After March 2010 organizations that have
never created s-controls, as well as new organizations, won't be allowed to create them. Existing s-
controls will remain unaffected, and can still be edited.

An s-control that contains the actual HTML that should be rendered on a page. When saved this way, the
HTML is ultimately hosted on a platform server, but is executed in an end-user's browser.
HTTP Debugger
An application that can be used to identify and inspect SOAP requests that are sent from the AJAX
Toolkit. They behave as proxy servers running on your local machine and allow you to inspect and
author individual requests.

I
ID
See Salesforce Record ID.

Idea
Ideas are suggestions posted by the members of an ideas community and are organized by zones.
For example, if the focus of a particular zone is “Ideas for car features,” an appropriate idea for that
zone might have the title “Insulated cup holders that keep your beverage hot or cold.” Or, if the
focus of a particular zone is “Ideas for our company's employee benefits ” an appropriate idea for
 focus of a particular zone is Ideas for our company s employee benefits, an appropriate idea for
that zone might have the title “On-site day care.”

IdeaExchange
Salesforce’s always-on feedback platform that connects the Trailblazer Community with Salesforce
product managers. It’s the go-to place to post ideas and contribute feedback about how to improve
products and experiences. Visit IdeaExchange at ideas.salesforce.com.

Idea Themes
Idea Themes lets you invite community members to post ideas about specific topics so that
members can solve problems or propose innovations for your company.For example, to engage with
your community and create excitement around the launch of a new product, you can ask
community members to work together to create the product’s name. Community members
collaborate and add ideas to the idea theme, while you monitor their activities as they vote and
comment on each other’s ideas until they find a winner.

Immediate Action
A workflow action that executes instantly when the conditions of a workflow rule are met.

Import Wizard
A tool for importing data into your Salesforce organization, accessible from Setup.

Inbound Call
A call that originates from another party in Salesforce CRM Call Center.

Indirect Lookup Relationship

An indirect lookup relationship links a child external object to a parent standard or custom object.
When you create an indirect lookup relationship field on an external object, you specify the parent
object field and the child object field to match and associate records in the relationship. Specifically,
you select a custom unique, external ID field on the parent object to match against the child’s
indirect lookup relationship field, whose values come from an external data source.

Influence, Chatter
An indicator of a person’s influence in Chatter. The number of posts and comments the person makes,
and the number of comments and likes the person receives determine the level of influence.
Top Influencers lead collaboration efforts by regularly sharing essential content.
Active Influencers encourage others to get involved and share knowledge.
Observers are quiet participants or just getting started in Chatter.
Initial Submission Actions
An initial submission action occurs when a user first submits a record for approval. By default, the
record is locked.

Initialization Vector (IV)

A random sequence used with a key to encrypt data.
Inline S-Control

NOTES-controls have been superseded by Visualforce pages. After March 2010 organizations that have
never created s-controls, as well as new organizations, won't be allowed to create them. Existing s-
controls will remain unaffected, and can still be edited.

An s-control that displays within a record detail page or dashboard, rather than on its own page.
Installed Product
An installed product is a product purchased through Checkout and installed in your organization.

Instance
The cluster of software and hardware represented as a single logical server that hosts an
organization's data and runs their applications. The Lightning Platform runs on multiple instances,
but data for any single organization is always stored on a single instance.

Integrated Development Environment (IDE)

A software application that provides comprehensive facilities for software developers including a
source code editor, testing and debugging tools, and integration with source code control systems.

Integration Testing
An intermediate phase of software testing in which individual projects are combined and tested as a
group. Integration testing follows unit testing and precedes system testing.

Integration User
A Salesforce user defined solely for client apps or integrations. Also referred to as the logged-in user
in a SOAP API context.

Interaction Log
An area in a Salesforce console where you can jot notes about the main record you're working on
without clicking a button, viewing a new tab, or scrolling to the Notes & Attachments related list.
Interaction logs are archived on the Activity History related list for easy review and retrieval.
Administrators can customize interaction logs to include task fields.

Interactive Voice Response (IVR)

The hardware and software that prompts a Salesforce CRM Call Center caller to enter specific digits,
such as a menu selection, or an account number. IVR is also known as a Voice Response Unit (VRU).

Internal Call
A call between users in the same call center in Salesforce CRM Call Center.

Interview
 See Flow Interview.

Invoice
An invoice is a printable statement in Checkout that lists all products and charges for an order.

ISO Code
The International Organization for Standardization country code, which represents each country by
two letters.

J
Job, Bulk API 2.0
A job in the Bulk API 2.0 specifies which object is being processed (for example, Account,
Opportunity) and what type of action is being used (insert, upsert, update, or delete). You process a
set of records by creating a job.

JSON (JavsScript Object Notation)

JSON is a lightweight format for transferring data.

Junction Object
A custom object with two master-detail relationships. Using a custom junction object, you can
model a “many-to-many” relationship between two objects.For example, you create a custom
object called “Bug” that relates to the standard case object such that a bug could be related to
multiple cases and a case could also be related to multiple bugs.

K
Key Derivation Function (KDF)
Uses a pseudorandom number generator and input such as a password to derive keys. Shield
Platform Encryption uses PBKDF2 (Password-based Key Derivation Function 2) with HMAC-SHA-256.

Key Pair
See Salesforce Certificate and Key Pair.

Key Tenant Secret Rotation

The process of generating a new tenant secret and archiving the previously active one. Active tenant
secrets are used for both encryption and decryption. Archived ones are used only for decryption
until all data has been re-encrypted using the new, active tenant secret.

Knowledge Agent
Salesforce uses the term knowledge agentto represent a specific type of user. Knowledge agents are
article consumers in the internal Salesforce Knowledge app. These users can access the Articles tab
 to search for and view articles, but they cannot create, edit, or manage articles.

Knowledge Sidebar
A sidebar in a Salesforce console that displays titles of Salesforce Knowledge articles that may solve
the case you're working on. It automatically searches and returns articles from your knowledge base
that match any of the words you type in the Subjectof a case. The sidebar only displays for
Salesforce Knowledge users after administrators set it up.

L
Layout
See Page Layout.

Lead
A leadis a sales prospect who has expressed interest in your product or company.

Length
Parameter for custom text fields that specifies the maximum number of characters (up to 255) that a
user can enter in the field.

Parameter for number, currency, and percent fields that specifies the number of digits you can enter
to the left of the decimal point, for example, 123.98 for an entry of 3.

Letterhead
Determines the basic attributes of an HTML email template. Users can create a letterhead that
includes attributes like background color, logo, font size, and font color.

Library
A file repository in Salesforce CRM Content.

Library Permission
A group of privileges that determines user access within a Salesforce CRM Content library.

License Management Application (LMA)

A free AppExchange app that allows you to track sales leads and accounts for every user who
downloads your managed package (app) from the AppExchange.

License Management Organization (LMO)

The Salesforce organization that you use to track all the Salesforce users who install your package. A
license management organization must have the License Management Application (LMA) installed. It
automatically receives notification every time your package is installed or uninstalled so that you
can easily notify users of upgrades. You can specify any Enterprise, Unlimited, Performance, or
Developer Edition organization as your license management organization. For more information, go
 p g y g g ,g
to Managing Licenses for Managed Packages.

Lightning for Gmail

An app that integrates Gmail and Salesforce that’s available in the Chrome Web Store. With the app,
view or create relevant Salesforce records without leaving your Google email application.

Lightning for Outlook

An app that integrates Microsoft® email and Salesforce that’s available in the Microsoft Office Store.
With the app, view or create relevant Salesforce records without leaving your Microsoft email
application.

Lightning Knowledge
Lightning Knowledge lets you create and manage your very own Knowledge base in Lightning
Experience.

Lightning Sync
The sync component for Lightning for Outlook. Syncs contacts and events between Microsoft®
Exchange servers and Salesforce.

Like
To show support for a post or comment in a Chatter feed. When you like a post or comment, you
receive email notifications for subsequent comments.

Like, Chatter Answers

To show support or indicate quality or usefulness for a question, answer, or knowledge article.

List Custom Settings

A type of custom setting that provides a reusable set of static data that can be accessed across your
organization. If you use a particular set of data frequently within your application, putting that data
in a list custom setting streamlines access to it. Data in list settings does not vary with profile or user,
but is available organization-wide. Examples of list data include two-letter state abbreviations,
international dialing prefixes, and catalog numbers for products. Because the data is cached, access
is low-cost and efficient: you don't have to use SOQL queries that count against your governor limits.

List Price
The price of a product in a custom price book.

List View
A list display of items (for example, accounts or contacts) based on specific criteria. Salesforce
provides some predefined views.

In the Agent console, the list view is the top frame that displays a list view of records based on
specific criteria. The list views you can select to display in the console are the same list views
d fi d th t b f th bj t Y t t li t i ithi th l
 defined on the tabs of other objects. You cannot create a list view within the console.

Chat
Chat lets service organizations connect with customers or website visitors in real time through a
Web-based, text-only live chat.

Chat Console
The Chat Consoleis a dedicated console used by customer service agents to manage chats. Agents
can answer chat requests, conduct live chats, and interact with Salesforce records and Salesforce
Knowledge articles.

Local Name
The value stored for the field in the user’s or account’s language. The local name for a field is
associated with the standard name for that field.

Local Project
A .zipfile containing a project manifest (package.xmlfile) and one or more metadata components.

Locale
The country or geographic region in which the user is located. The setting affects the format of date
and number fields, for example, dates in the English (United States) locale display as 06/30/2000 and
as 30/06/2000 in the English (United Kingdom) locale.

In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, a user’s

individual Localesetting overrides the organization’s Default Localesetting. In Personal and Group
Editions, the organization-level locale field is called Locale, not Default Locale.

Logged-in User
In a SOAP API context, the username used to log into Salesforce. Client applications run with the
permissions and sharing of the logged-in user. Also referred to as an integration user.

Long Text Area

Data type of custom field that allows entry of up to 32,000 characters on separate lines.

Lookup Dialog
Popup dialog available for some fields that allows you to search for a new item, such as a contact,
account, or user.

Lookup Field
A type of field that contains a linkable value to another record. You can display lookup fields on page
layouts where the object has a lookup or master-detail relationship with another object. For
example, cases have a lookup relationship with assets that allows users to select an asset using a
lookup dialog from the case edit page and click the name of the asset from the case detail page.
Lookup Filter
An administrator setting on a lookup or master-detail relationship field that specifies the criteria
records must meet to be valid values for the field. Invalid records do not appear in the lookup
results. If a user manually types the name of an invalid record and clicks Save, Salesforce blocks the
save and displays an error message.

Lookup Icon
A magnifying glass icon that displays next to certain fields and launches the lookup dialog window.

Lookup Relationship
A relationship between two records so you can associate records with each other. For example,
cases have a lookup relationship with assets that lets you associate a particular asset with a case.
On one side of the relationship, a lookup field allows users to click a lookup icon and select another
record from a popup window. On the associated record, you can then display a related list to show
all of the records that have been linked to it. If a lookup field references a record that has been
deleted, by default Salesforce clears the lookup field. Alternatively, you can prevent records from
being deleted if they’re in a lookup relationship.

M
Mail Merge
A mail merge is the process of generating form letters and other Microsoft® Word documents that
are personalized for the recipient, who is often a contact or lead. The content of each document is
predefined in a mail merge template. Mail merge templates include variables called merge fields
where data from your Salesforce records—for example a contact's name and address—displays in
the generated document.

Major Release
A significant release of a package. During these releases, the major and minor numbers of a package
version increase to any chosen value.

Managed Package
A collection of application components that is posted as a unit on the AppExchange and associated
with a namespace and possibly a License Management Organization. To support upgrades, a
package must be managed. An organization can create a single managed package that can be
downloaded and installed by many different organizations. Managed packages differ from
unmanaged packages by having some locked components, allowing the managed package to be
upgraded later. Unmanaged packages do not include locked components and cannot be
upgraded.In addition, managed packages obfuscate certain components (like Apex) on subscribing
organizations to protect the intellectual property of the developer.

Managed Package Extension

Any package, component, or set of components that adds to the functionality of a managed
 Any package, component, or set of components that adds to the functionality of a managed
package. You cannot install an extension before installing its managed package.

Manifest File
The project manifest file (package.xml) lists the XML components to retrieve or deploy when
working with the Metadata API, or clients built on top of the Metadata API, such as the Salesforce
extensions for Visual Studio Code or the Ant Migration Tool.

Manual Sharing
Record-level access rules that allow record owners to give read and edit permissions to other users
who might not have access to the record any other way.

Many-to-Many Relationship
A relationship where each side of the relationship can have many children on the other side. Many-
to-many relationships are implemented through the use of junction objects.

Marketing User
One or more individuals in your organization who can manage campaigns. Administrators can
designate someone as a Marketing User by selecting the Marketing Usercheckbox in the user’s
personal information.

Only marketing users can create, edit, and delete campaigns or configure advanced campaign setup.

With additional user permissions, marketing users can use the Data Import Wizard to add campaign
members and update their statuses.

Master-Detail Relationship
A relationship between two different types of records that associates the records with each other.
For example, accounts have a master-detail relationship with opportunities. This type of
relationship affects record deletion, security, and makes the lookup relationship field required on
the page layout.

Master HSM
The master HSM consists of a USB device used to generate secure, random secrets each Salesforce
release. The master HSM is “air-gapped” from Salesforce’s production network and stored securely
in a bank safety deposit box.

Master Picklist
A complete list of picklist values available for a record type or business process.

Matrix Report
Matrix reports are similar to summary reports but allow you to group and summarize data by both
rows and columns. They can be used as the source report for dashboard components. Use this type
for comparing related totals, especially if you have large amounts of data to summarize and you
d l i l diff fi ld l k d b d db
 need to compare values in several different fields, or you want to look at data by date andby
product, person, or geography.

Meeting Request
See Requested Meeting.

Master Secret
Used in conjunction with the tenant secret and key derivation function to generate a derived data
encryption key. The master secret is updated each release by Salesforce and encrypted using the
per-release master wrapping key, which is in turn encrypted with the Key Derivation Servers' public
key so it can be stored encrypted on the file system. Only HSMs can decrypt it. No Salesforce
employees have access to these keys in cleartext.

Master Wrapping Key

A symmetric key is generated and used as a master wrapping key, also known as a key wrapping key,
encrypting all the per-release keys and secrets bundle.

Member Status
The status of a lead or contact in relation to a campaign. For example, a lead or contact could have a
member status of “Planned,” “Sent,” or “Responded” at different stages of an email campaign.

@Mention
An @mention (or at mention) is the @ symbol followed by a person’s or group’s name, for example,
@Bob Smithor @DocTeam. You can @mention people in Chatter posts and comments. When you
@mention someone, the @mention links to their profile, the post or comment displays in their feed,
and they are emailed a notification.

Merge Field
A merge field is a field you can put in an email template, mail merge template, custom link, or
formula to incorporate values from a record. For example, Dear {!Contact.FirstName},uses a contact
merge field to obtain the value of a contact record's First Namefield to address an email recipient by
his or her first name.

Message, Chatter
A Chatter message is a private communication with other Chatter users. Use messages to send your
manager a question privately, or to communicate with a few select people when a discussion isn't
relevant to everyone you work with. Messages don't appear in your feed, your profile, or any other
part of Chatter that's publicly visible.

Metadata
Information about the structure, appearance, and functionality of an organization and any of its
parts. Lightning Platform uses XML to describe metadata.

Metadata Component
 An instance of a metadata type. For example, the Account standard object is a metadata component,
which is an instance of the CustomObject type.

Metadata-Driven Development
An app development model that allows apps to be defined as declarative “blueprints,” with no code
required. Apps built on the platform—their data models, objects, forms, workflows, and more—are
defined by metadata.

Metadata Type
A type of object in a Salesforce organization, for example CustomObject or CustomTab.

Metadata WSDL
A WSDL for users who want to use the Lightning Platform Metadata API calls.

Migration
The process of moving metadata from one organization to another, usually between two
development environments. See also Deploy.

Milestone
Milestones are required steps in your support process. They're metrics that represent service levels
to provide to each of your customers. Examples of milestones include First Response and Resolution
Times on cases.

Milestone Actions
Milestone actions are time-dependent workflow actions that occur at every step (milestone) in an
entitlement process. Examples of milestone actions include sending email alerts to specified users
an hour before a first response is near violation or automatically updating certain fields on a case
one minute after a first response successfully completes.

Mini Page Layout

A subset of the items in a record's existing page layout that administrators choose to display in the
Agent console's Mini View and in Hover Details. Mini page layouts inherit record type and profile
associations, related lists, fields, and field access settings from the page layout.

Mini View
The Agent console's right frame which displays the records associated with the record displayed in
the detail view. The fields displayed in the mini view are defined in the mini page layouts by an
administrator. The mini view does not display if the record in the detail view does not have any
records associated with it.

Mobile Configuration
A set of parameters that determines the data Salesforce transmits to users' mobile devices, and
which users receive that data on their mobile devices. Organizations can create multiple mobile
configurations to simultaneously suit the needs of different types of mobile users
 configurations to simultaneously suit the needs of different types of mobile users.

Multitenancy
An application model where all users and apps share a single, common infrastructure and code base.

Multi-Person Event
A planned event to which multiple users are invited, also referred to as a meeting. You can create
multi-person events by inviting other users to any calendar event you create.

Multi-Select Picklist
See Picklist (Multi-Select).

MVC (Model-View-Controller)
A design paradigm that deconstructs applications into components that represent data (the model),
ways of displaying that data in a user interface (the view), and ways of manipulating that data with
business logic (the controller).

My Settings
When the improved Setup user interface is enabled in an organization and the user has Salesforce
Classic, personal settings are available from the My Settings menu under the user’s name.

N
Named Credential
A named credential specifies the URL of a callout endpoint and its required authentication
parameters in one definition.A named credential can be specified as an endpoint to simplify the
setup of authenticated callouts.

Namespace
In a packaging context, a one- to 15-character alphanumeric identifier that distinguishes your
package and its contents from packages of other developers on AppExchange, similar to a domain
name. Salesforce automatically prepends your namespace prefix, followed by two underscores
(“__”), to all unique component names in your Salesforce organization.

Namespace Prefix
In a packaging context, a namespace prefix is a one to 15-character alphanumeric identifier that
distinguishes your package and its contents from packages of other developers on AppExchange.
Namespace prefixes are case-insensitive. For example, ABC and abc are not recognized as unique.
Your namespace prefix must be globally unique across all Salesforce organizations. It keeps your
managed package under your control exclusively.

Native App
An app that is built exclusively with setup (metadata) configuration on Lightning Platform. Native
 apps do not require any external services or infrastructure.

Navigation Tab
A tab with a drop-down button in a Salesforce Classic console that lets you select and view object
home pages.

New Business Quote

A new business quote is a type of quote for a new customer who has a trial version of Salesforce and
would like to purchase Salesforce seats and other related products.

Nickname
A nickname is the name used to identify this user in a community. Up to 40 alphanumeric characters
are allowed. Standard users can edit this field.

Notes
Miscellaneous information pertaining to a specific record.

O
Object
An object allows you to store information in your Salesforce organization. The object is the overall
definition of the type of information you are storing. For example, the case object allow you to store
information regarding customer inquiries. For each object, your organization will have multiple
records that store the information about specific instances of that type of data. For example, you
might have a case record to store the information about Joe Smith's training inquiry and another
case record to store the information about Mary Johnson's configuration issue.

Object-Level Help
Custom help text that you can provide for any custom object. It displays on custom object record
home (overview), detail, and edit pages, as well as list views and related lists.

Object-Level Security
Settings that allow an administrator to hide whole objects from users so that they don't know that
type of data exists. Object-level security is specified with object permissions.

OData Producer
An OData producer is a remote data service that uses the Open Data Protocol (OData) to expose data
that’s stored on an external server. With the Salesforce Connect feature, you define external data
sources to connect Salesforce to OData producers, and you define external objects to map to the
external data.

Omni-Channel
Omni-Channel is a comprehensive customer service solution that lets your call center route any type
 of incoming work item—including cases, chats, or leads—to the most qualified, available agents in
your organization.

On-Demand Document
Documents that are hosted by an application service provider and accessed via the Internet.
Google's Google Docs service provides on-demand documents.

onClick JavaScript
JavaScript code that executes when a button or link is clicked.

One-to-Many Relationship
A relationship in which a single object is related to many other objects. For example, an account may
have one or more related contacts.

Open CTI
An application programming interface that lets developers build CTI (computer-telephony
integration) systems that integrate with Salesforce without the use of CTI adpaters or client
applications.

Operator
An operator is an item used to narrow or broaden a search. In most Salesforce searches, AND, OR,
AND NOT, parentheses ( ), and quotation marks " " can be used as operators.

Opportunities
Opportunities track your sales and pending deals.

Opportunity Team
An opportunity team is a set of users that normally work together on sales opportunities. A typical
opportunity team might include the account manager, the sales representative, and a pre-sales
consultant. You can specify the opportunity team for each opportunity that you own.

Order
An order is a transaction indicating that you have agreed to purchase specific products and services
from Salesforce. For example, an order could be for a seat, training course, or professional services.

Organic Search Leads

Organic search lead is a specific lead source indicating that the lead was generated when a user, who
arrived at your website by way of an unpaid (organic) listing on a major search engine, filled out the
Web-to-Lead form containing the Salesforce tracking code. The lead source details contain the
search engine and the search phrase for each organic lead.

Organization
A deployment of Salesforce with a defined set of licensed users. An organization is the virtual space
provided to an individual customer of Salesforce Your organization includes all of your data and
 provided to an individual customer of Salesforce. Your organization includes all of your data and
applications, and is separate from all other organizations.

Org
An org is an abbreviation of organization as it pertains to a deployment of Salesforce with a defined
set of licensed users. An org is the virtual space provided to an individual customer of Salesforce.
Your org includes all of your data and applications, and is separate from all other orgs.

Organization-Wide Defaults
Settings that allow you to specify the baseline level of data access that a user has in your
organization. For example, you can set organization-wide defaults so that any user can see any
record of a particular object that is enabled via their object permissions, but they need extra
permissions to edit one.

Organization-Wide Address
An organization-wide address allows you to associate a single email address as an alias for all users
within a user profile.

Outbound Call
Any call that originates from a user to a number outside of a call center in Salesforce CRM Call Center.

Outbound Message
An outbound message sends information to a designated endpoint, like an external service.
Outbound messages are configured from Setup. You must configure the external endpoint and
create a listener for the messages using the SOAP API.

Overlay
An overlay displays additional information when you hover your mouse over certain user interface
elements. Depending on the overlay, it will close when you move your mouse away, click outside of
the overlay, or click a close button.

Owner
Individual user to which a record (for example, a contact or case) is assigned.

Owner Only Amount

Applies to Collaborative Forecasts. The sum of a person’s revenue opportunities, without
adjustments.

Owner Only Quantity

Applies to Collaborative Forecasts. The sum of a person’s quantity opportunities, without
adjustments.

P
P
PaaS
See Platform as a Service.

Package
A group of Lightning Platform components and applications that are made available to other
organizations through the AppExchange. You use packages to bundle an app along with any related
components so that you can upload them to AppExchange together.

Package Dependency
This is created when one component references another component, permission, or preference that is
required for the component to be valid.Components can include but are not limited to:
Standard or custom fields
Standard or custom objects
Visualforce pages
Apex code
Permissions and preferences can include but are not limited to:
Divisions
Multicurrency
Record types
Package Installation
Installation incorporates the contents of a package into your Salesforce organization. A package on
the AppExchange can include an app, a component, or a combination of the two. After you install a
package, you may need to deploy components in the package to make it generally available to the
users in your organization.

Package Publication
Publishing your package makes it publicly available on the AppExchange.

Package Version
A package version is a number that identifies the set of components uploaded in a package. The
version number has the format majorNumber.minorNumber.patchNumber(for example, 2.1.3). The
major and minor numbers increase to a chosen value during every major release. The
patchNumberis generated and updated only for a patch release.

Unmanaged packages are not upgradeable, so each package version is simply a set of components
for distribution. A package version has more significance for managed packages. Packages can
exhibit different behavior for different versions.Publishers can use package versions to evolve the
components in their managed packages gracefully by releasing subsequent package versions
without breaking existing customer integrations using the package.See also Patch and Patch
Development Organization.

Page Layout
Page layout is the organization of fields, custom links, and related lists on a record detail or edit
 page.Use page layouts primarily for organizing pages for your users. In Professional, Enterprise,
Unlimited, Performance, and Developer Editions, use field-level security to restrict users’ access to
specific fields.

Parent Account
An organization or company that an account is affiliated. By specifying a parent for an account, you
can get a global view of all parent/subsidiary relationships using the View Hierarchylink.

Parent Category
The category directly above the category to which a solution belongs.

Partial CopySandbox
A Partial Copy sandbox is a Developer sandbox plus the data that you define in a sandbox template.

Partial Page
An AJAX behavior where only a specific portion of a page is updated following some user action,
rather than a reload of the entire page.

Partner
Partners are the companies with which you collaborate to close your sales deals. For each
opportunity or account you create, the Partners related list allows you to store information about
your partners and the roles they play in the opportunity or account. A partner must be an existing
account within Salesforce.Selecting a partner role automatically creates a reverse partner
relationship with the associated account so that both accounts list the other account as a partner.

Partner Accounts
Partner accounts are Salesforce accounts that a channel manager uses to manage partner
organizations, partner users, and activities when using a partner community or a partner portal.

Partner Portal
Partner portal allows partner users to log in to Salesforce through a Web portal rather than through
Salesforce.

Partner Role
Selection for an account on the Partners related list of an individual account or opportunity that
specifies the role that the account has in related sales deals.

Partner User
Partner users are Salesforce users with limited capabilities. They are external to your organization
but sell your products or services through indirect sales channels. They are associated with a
particular partner account, have limited access to your organization's data, and log in via a partner
portal.

Partner WSDL
Partner WSDL
A loosely-typed WSDL for customers, partners, and ISVs who want to build an integration or an
AppExchange app that can work across multiple Salesforce organizations. With this WSDL, the
developer is responsible for marshaling data in the correct object representation, which typically
involves editing the XML. However, the developer is also freed from being dependent on any
particular data model or Salesforce organization. Contrast this with the Enterprise WSDL, which is
strongly typed.

Patch
A patch enables a developer to change the functionality of existing components in a managed
package, while ensuring subscribing organizations that there are no visible behavior changes to the
package.For example, you can add new variables or change the body of an Apex class, but you may
not add, deprecate, or remove any of its methods.Patches are tracked by a patchNumberappended
to every package version. See also Patch Development Organization and Package Version.

Patch Development Organization

The organization where patch versions are developed, maintained, and uploaded. Patch
development organizations are created automatically for a developer organization when they
request to create a patch. See also Patch and Package Version.

Patch Release
A minor upgrade to a managed package. During these releases, the patch number of a package
version increments.

Payment
A payment is an amount of money that was paid toward your account. Checkout shows all payments
made for orders placed by users within your organization.

People
Users in your Salesforce organization. A list of people is available on the People tab in Chatter.

Percent (%) Quota

For forecasting, quota percentage attainment is the calculated value in forecasts that indicates what
percentage of the quota a salesperson is confident of closing. This amount is the Commit
Amountdivided by the Quota.

Performance Edition
Performance Edition is designed for customers that need to drive amazing growth, achieve new
levels of customer satisfaction, and maximize sales and service success in the social and mobile
world.For customers in Japan, Singapore, and South Korea, we offer Performance Edition Limited,
which includes all Performance Edition functionality except Data.com.

Permission
A permission is a setting that allows a user to perform certain functions in Salesforce. Permissions
 can be enabled in permission sets and profiles.Examples of permissions include the “Edit”
permission on a custom object and the “Modify All Data” permission.

Permission Set
A collection of permissions and settings that gives users access to specific tools and functions.

Permission Set License

Permission set licenses incrementally entitle users to access features that are not included in their
user licenses. Users can be assigned any number of permission set licenses.

Person Account
A person account is an individual consumer with whom you do business, such as a financial services
client, an online shopper, or a vacation traveler. Person accounts are applicable to organizations
that operate on a business-to-consumer model as opposed to a business-to-business model.

Personal Edition
Product designed for individual sales representatives and single users.

Personal Information
User information including personal contact information, quotas, personal group information, and
default opportunity team.

Personal Settings
Settings and customization options to help users personalize their Salesforce experience. All
Salesforce users can edit their own personal settings. Depending on an organization’s user interface
settings, users can access their personal settings from the Personal Setup area of the Setup menu, or
from the menu under their avatar or name.

Phrase Search
A type of full-text search that matches only items that contain a specified phrase, such as “customer
relationship management.”

Picklist
Selection list of options available for specific fields in a Salesforce object, for example, the
Industryfield for accounts. Users can choose a single value from a list of options rather than make an
entry directly in the field. See also Master Picklist.

Picklist (Multi-Select)
Selection list of options available for specific fields in a Salesforce object. Multi-select picklists allow
users to choose one or more values. Users can choose a value by double clicking on it, or choose
additional values from a scrolling list by holding down the CTRL key while clicking a value and using
the arrow icon to move them to the selected box.

Picklist Values
Picklist Values
Selections displayed in drop-down lists for particular fields. Some values come predefined, and
other values can be changed or defined by an administrator.

Pinned Lists
Lists that display at the top or on the left side of a Service Cloud console; they're always visible and
let you see the list you're working from and a record's details at the same time. Pinned lists must be
turned on by an administrator.

Pipeline
Calculated amount of open opportunities that have a close date within the quarter. Appears on
forecasts page. For managers, this amount includes open opportunities for them and their entire
team.

Platform as a Service(PaaS)
An environment where developers use programming tools offered by a service provider to create
applications and deploy them in a cloud. The application is hosted as a service and provided to
customers via the Internet. The PaaS vendor provides an API for creating and extending specialized
applications. The PaaS vendor also takes responsibility for the daily maintenance, operation, and
support of the deployed application and each customer's data. The service alleviates the need for
programmers to install, configure, and maintain the applications on their own hardware, software,
and related IT resources. Services can be delivered using the PaaS environment to any market
segment.

Platform Edition
A Salesforce edition based on Enterprise, Unlimited, or Performance Edition that does not include
any of the standard Salesforce apps, such as Sales or Service & Support.

Point
A point is a unit of measurement that represents the popularity of an idea. Each vote for an idea is
worth ten points (promote adds 10 points and demote removes 10 points). An idea's total number of
points displays to the left of the idea.

Popular Ideas
On the Popular Ideas subtab, ideas are sorted by an internal calculation that reflects the age of an
idea's positive votes. Regardless of an idea's static total number of points, ideas with newer positive
votes display higher on the page than ideas with older positive votes. This allows you to browse
ideas that have most recently gained popularity, with less precedence given to long-established
ideas that were positively voted on in the past.

Popular Questions
Each question's popularity is based on the number of users who Likeit within a certain amount of
time.
Post
A top-level comment in a Chatter feed.

Post Sharing
Lets you copy a public Chatter post and publish it to your profile or a group you’re a member of. You
can also share the post with other Chatter users by sending a link to the post in an email or instant
message.

Postback Request
A postback requestis made when user interaction requires a Visualforce page update, such as when
a user clicks on a Savebutton and triggers a save action.

Price Book
A price book is a list of products that your organization sells.Available in Professional, Enterprise,
Unlimited, Performance, and Developer Editions only.

Primary Contact
Field in company information that lists the primary contact for your organization.

Also indicates the primary contact associated with an account, contract, or opportunity. Specified as
a checkbox in the Contact Roles related list of an account, contract, or opportunity.

Primary Key
A relational database concept. Each table in a relational database has a field in which the data value
uniquely identifies the record. This field is called the primary key. The relationship is made between
two tables by matching the values of the foreign key in one table with the values of the primary key
in another.

Primary Partner
Partner account designated as playing a key role in closing an opportunity. Specified as a checkbox
in the Partners related list of an opportunity.

Primary Tab
A tab in a Salesforce Classic console that displays the main item to work on, such as an account.

Printable View
An option that displays a page in a print-ready format.

Private Branch Exchange (PBX)

A telephony switch that is used exclusively by a single call center to route calls in Salesforce CRM Call
Center.

Private Sharing
Private sharing is the process of sharing an uploaded package by using the URL you receive from
 g p g p p g y g y
Salesforce. This URL is not listed in the AppExchange. Using the unlisted URL allows you to share a
package without going through the listing process or making it public.

Probability
Percentage estimate of the confidence in closing a specific opportunity. Probability is linked to
opportunity Stage.

Process Instance
A process instance represents one instance of an approval process. A new process instance is created
each time a record is submitted for approval.

Process Instance Node

A process instance node represents an instance of an approval step. A new process instance node is
created each time a record enters a step in an approval process. No process instance node is created
when the record doesn’t meet the step criteria or if the approval process instance is otherwise
completed without entering the step.

Process Visualizer
A tool that displays a graphical version of an approval process. The view-only diagram is presented
as a flowchart. The diagram and an informational sidebar panel can help you visualize and
understand the defined steps, rule criteria, and actions that comprise your approval process.

Product
A product is any item or service your organization sells. Products are defined in a price book, and
can be added to opportunities.Available in Professional, Enterprise, Unlimited, Performance, and
Developer Editions only.

Product, Checkout
A product is any item or service you purchase from Checkout. For example, a product could be a
Professional Edition license, a support package, or extra storage.

Product Family
A picklist field on products that you can customize to categorize types of products.

Production Organization
A Salesforce organization that has live users accessing data.

Professional Edition
A Salesforce edition designed for businesses who need full-featured CRM functionality.

Profile
Defines a user’s permission to perform different functions within Salesforce. For example, the
Solution Manager profile gives a user access to create, edit, and delete solutions.
Profile, Chatter
A personal page for each Salesforce user that includes contact information, following and followers
lists, a Chatter feed, and a photo.

Project
See Local Project.

Project Manifest
A control file (package.xml) that determines which components are retrieved or deployed. See also
Local Project.

Promote
If you agree with or like an.. idea, click promoteto add 10 points to the idea. You cannot promote the
same idea more than once and you cannot promote an idea that you have already demoted.
Salesforce automatically adds your promote vote to any idea you post.

To migrate changes from one organization to another. See also Deploy and Migration.

Prototype
The classes, methods and variables that are available to other Apex code.

Prototype object
This is a single sObjectcontained within the Visualforce StandardSetController class. If the prototype
object's fields are set, those values are used during the save action, meaning that the values are
applied to every record in the set controller's collection.

Provider Organization
When using the cross-org adapter for Salesforce Connect, the provider org stores the data that's
accessed by the subscriber org.

Public Calendar
A calendar in which a group of people can track events of interest to all of them (such as marketing
events, product releases, or training classes) or schedule a common activity (such as a team
vacation calendar). For example, your marketing team can set up an events calendar to show
upcoming marketing events to the entire sales and marketing organization.

Public Group
A set of users defined for sharing purposes. Only administrators can create public groups.

Published Article
Published articles are available on the Articles tab in the internal app and, if applicable, in the
Customer Portal, partner portal, and public knowledge base. To remove a published article, you can
archive it or change its status to “draft” on the Article Management tab. To access published articles
 on the Articles Management tab, click the Articlestab in the View area and choose Published Articles.

Published Translation
Published translations are articles translated into multiple languages that are available on the
Articles tab in the internal app and, if applicable, in the Customer Portal, partner portal, and public
knowledge base. To remove a published translation, you can archive it or change its status to “draft”
on the Article Management tab. To access published translations on the Articles Management tab,
click the Translationstab in the View area and choose Published Translations.

Publisher
The publisher of an AppExchange listing is the Salesforce user or organization that published the
listing.

Publishing Cycle
Salesforce Knowledge Articles move through a publishing cycle from their creation to their deletion.
The publishing cycle includes three different statuses: Draftis the stage when a new article is being
created or an existing one is being updated. Articles with the Onlinestatus are draft articles that have
been published and are now available to their different channels. Eventually, when a published
article is at the end of its life, it can be moved to the Archivedstatus or sent back to Draftto be
updated in a subsequent version.

Purchase Rules
Purchase rules are the criteria your organization must satisfy before a purchase is approved.

Push Notifications, Mobile

Push notifications are alerts that apps render on mobile device home screens when users aren’t
using the app. These alerts can consist of text, icons, and sounds, depending on the device type.

Push Notifications, Salesforce Console

Visual indicators in a Salesforce Console that show when a record or field has changed during a
user’s session.

Push Upgrade
A method of delivering updates that sends upgrades of an installed managed package to all
organizations that have installed the package.

Q
Quantity Schedule
A quantity schedule outlines the dates, number of units (i.e., quantity), and number of installments
for billing or shipping a product.Your organization can decide exactly how to use schedules.
Available in Enterprise, Unlimited, Performance, and Developer Editions only.
Quantity Forecasting
Forecasting based on the projected number of units sold.

Quantity Without Adjustments

Applies to Collaborative Forecasts. The sum of a person’s owned quantity opportunities and also his
or her subordinates’ opportunities, without adjustments. Subordinates include everyone reporting
up to a person in the forecast hierarchy.

Quantity Without Manager Adjustment

Applies to Collaborative Forecasts. The forecast number as seen by the forecast owner. This is the
sum of the owner’s quantity opportunities and subordinates’ opportunities, including adjustments
made on the subordinates’ forecasts. It doesn’t include adjustments made by forecast managers
above the owner in the forecast hierarchy.

Quantity Without Owner Adjustment

Applies to Collaborative Forecasts. The forecast quantity as seen by the forecast owner without the
owner's adjustment. This is the sum of the subordinate's opportunities, including adjustments
made by their manager or by the subordinate themselves, plus the rollup of the owner's own
opportunities. It doesn’t include adjustments made by the forecast owner.

Query Locator
A parameter returned from the query()or queryMore()API call that specifies the index of the last
result record that was returned.

Query String Parameter

A name-value pair that's included in a URL, typically after a '?' character. For example:
https://yourInstance.salesforce.com/001/e?name=value

Question
An issue posted to an answers community. When a community member asks a question, other
community members post replies to help resolve the question.

Question, Private
An issue posted to an answers community, but marked Privateso that only support agents can view
and respond to it.

Queue
A holding area for items before they are processed. Salesforce uses queues in a number of different
features and technologies.

Queue, Salesforce CRM Call Center

A mechanism for storing one or more inbound calls that cannot be immediately answered by a
Salesforce CRM Call Center user. Some CTI systems use multiple queues to differentiate between
different types of calls
 different types of calls.

Quick Text
Quick text lets users create messages, such as greetings, answers to common questions, and short
notes, which users can easily insert into communications with customers to save time and increase
standardization.

Quota
The sales goal assigned to a user or territory for a specified forecast period. A manager’s quota
should equal the amount she and her team are expected to generate together.

Quote
A record showing proposed prices for products and services. Quotes can be created from
opportunities and emailed as PDFs to customers.

Quote, Checkout
A Checkout quote is a convenient, risk-free way to price products or services and terms before
placing an order.Quotes can be for new business, add-ons, upgrades, or renewals.

Quote Line Item

Any product or service you offer to your customers in a quote. Quote line items represent products
from the selected price book.

R
Read Only
One of the standard profiles to which a user can be assigned. Read Only users can view and report
on information based on their role in the organization. (That is, if the Read Only user is the CEO, they
can view all data in the system. If the Read Only user has the role of Western Rep, they can view all
data for their role and any role below them in the hierarchy.)

Recall Actions
A recall action occurs when a submitted approval request is recalled. By default, the record is
unlocked.

Recent Activity
Your Recent Activity page contains a summary of all the recent activity that relates to your
participation within a zone.For example, this page lists all the ideas and comments you have posted
to a zone as well as the ideas you have voted on. You can view your Recent Activity page by clicking
your nickname located on the right side of the Ideas tab.

Recent Items
List of links in the sidebar for most recently accessed records. Note that not all types of records are
li di h i
 listed in the recent items.

Record
A single instance of a Salesforce object. For example, “John Jones” might be the name of a contact
record.

Record Detail Page

A record detail page, is a page that includes details about a Salesforce record such as an account or a
contact. Examples of details include the record owner, contact information, and company
information.

Record ID
The unique identifier for each record.

Record-Level Security
A method of controlling data in which you can allow a particular user to view and edit an object, but
then restrict the records that the user is allowed to see.

Record Locking
Record locking prevents users from editing a record, regardless of field-level security or sharing
settings. By default, Salesforce locks records that are pending approval. Only admins can edit locked
records.

Record Name
A standard field on all Salesforce objects. Whenever a record name is displayed in a Lightning
Platform application, the value is represented as a link to a detail view of the record. A record name
can be either free-form text or an autonumber field. Record Namedoes not have to be a unique
value.

Record Type
A record type is a field available for certain records that can include some or all of the standard and
custom picklist values for that record.You can associate record types with profiles to make only the
included picklist values available to users with that profile.

Record Update
A post in a Chatter feed that is the result of a field change on a record that is being followed.

Recurring Event
An event that has been created as part of an event series, such as a series of weekly meetings or
monthly status reports. See Even Series.

Recycle Bin
A page that lets you view and restore deleted information. Access the Recycle Bin either by using the
link in the sidebar in Salesforce Classic or from the App Launcher in Lightning Experience.
Regression Testing
Testing that uncovers why functionality that was previously working stops working as intended. A
stable set of data must be used for regression testing. For this reason, it is a good idea to use a
configuration-only sandbox that pulls its data from an immutable source.

Related List
A section of a record or other detail page that lists items related to that record. For example, the
Stage History related list of an opportunity or the Open Activities related list of a case.

Related List Hover Links

A type of link that allows you to quickly view information on a detail page about related lists, by
hovering your mouse over the link. Your administrator must enable the display of hover links. The
displayed text contains the corresponding related list and its number of records. You can also click
this type of link to jump to the content of the related list without having to scroll down the page.

Related List Item

Any entry within a related list such as a note, contact, or activity.

Related Object
Objects chosen by an administrator to display in the Agent console's mini view when records of a
particular type are shown in the console's detail view. For example, when a case is in the detail view,
an administrator can choose to display an associated account, contact, or asset in the mini view.

Relationship
A connection between two objects, used to create related lists in page layouts and detail levels in
reports. Matching values in a specified field in both objects are used to link related data; for
example, if one object stores data about companies and another object stores data about people, a
relationship allows you to find out which people work at the company.

Relationship Group
Custom object records used to store collections of accounts.

Relationship Group Member

The accounts that you add to relationship groups are called relationship group members.

Relationship Query
In a SOQL context, a query that traverses the relationships between objects to identify and return
results. Parent-to-child and child-to-parent syntax differs in SOQL queries.

Release Management
See Application Lifecycle Management (ALM).

Release Train
Release Train
A scheduling technique for delivering application upgrades on a regular cycle.

Remote Access Application

A remote access applicationis an application external to Salesforce that uses the OAuth protocol to
verify both the Salesforce user and the external application. A remote access application is
implemented as a connected app.

Renewal
A renewal is a type of quote for a Salesforce customer whose contract is expiring.

Reply
The response to a question in an answers community. When community members reply to a
question, the person who asked the question can mark one of the replies as the best answer to
resolve and close the question.

Report
A reportreturns a set of records that meets certain criteria, and displays it in organized rows and
columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are
stored in folders, which control who has access.See Tabular Report, Summary Report, and Matrix
Report.

Report Builder
Report builderis a visual editor for reports.

Report Type
A report typedefines the set of records and fields available to a report based on the relationships
between a primary object and its related objects. Reports display only records that meet the criteria
defined in the report type.Salesforce provides a set of pre-defined standard report types;
administrators can create custom report types as well.

Requested Meeting
A meeting that a Salesforce user requests with a contact, lead or person account. When a meeting is
requested, Salesforce creates a unique Web page for the meeting that displays the proposed meeting
times. When invitees visit the page, they select the times they can meet and send a reply. Salesforce
tracks all the responses so the organizer can confirm the best time to meet.
Once a requested meeting is confirmed, it becomes a multi-person event.
Resource Calendar
A calendar in which multiple people can coordinate their usage of a shared resource such as a
conference room or printer.

REST (Representational State Transfer)

A software architecture that lets clients and servers communicate resources, usually via HTTP.
REST API
A Web services application programming interface that uses REST to provide access to your
Salesforce organization's information.

Revenue Forecasting
Forecasting based on projected revenue amounts.

Revenue Schedule
A revenue schedule outlines the dates, revenue amounts, and number of installments for billing or
recognizing revenue from a product.Your organization can decide exactly how to use schedules.
Available in Enterprise, Unlimited, Performance, and Developer Editions only.

Role
Assigned responsibility of a user, partner account, or contact for specific accounts and
opportunities. Administrators can define user roles in Setup. Individual users can assign specific
partner and contact roles for accounts and contacts.

Role Hierarchy
A record-level security setting that defines different levels of users such that users at higher levels
can view and edit information owned by or shared with users beneath them in the role hierarchy,
regardless of the organization-wide sharing model settings.

Roll-Up Summary Field

A field type that automatically provides aggregate values from child records in a master-detail
relationship.

Routing Point
A mechanism that determines the Salesforce CRM Call Center queue that should control an
incoming call.

Running User
Each dashboard has a running user, whose security settings determine which data to display in a
dashboard.If the running user is a specific user, all dashboard viewers see data based on the security
settings of that user—regardless of their own personal security settings. For dynamic dashboards,
you can set the running user to be the logged-in user, so that each user sees the dashboard
according to his or her own access level.

S
S-Control

NOTES l h b d d b Vi lf Af M h 2010 i i h h
NOTES-controls have been superseded by Visualforce pages. After March 2010 organizations that have
never created s-controls, as well as new organizations, won't be allowed to create them. Existing s-
controls will remain unaffected, and can still be edited.

Custom Web content for use in custom links. Custom s-controls can contain any type of content that you
can display in a browser, for example a Java applet, an Active-X control, an Excel file, or a custom HTML
Web form.
SaaS
See Software as a Service (SaaS).

Salesforce
“Salesforce” is the legal name of the company.

Salesforce
Salesforce is the name of the Salesforce application.

Salesforce API Version

See Version.

Salesforce Certificate and Key Pair

Salesforce certificates and key pairs are used for signatures that verify a request is coming from your
organization. They are used for authenticated SSL communications with an external web site, or
when using your organization as an Identity Provider. You only need to generate a Salesforce
certificate and key pair if you're working with an external website that wants verification that a
request is coming from a Salesforce organization.

Salesforce CRM Call Center

A Salesforce feature that seamlessly integrates Salesforce with third-party computer-telephony
integration (CTI) systems.

Salesforce CRM Content

An on-demand, content-management system that allows you to organize, share, search, and
manage content within your organization and across key areas of the Salesforce application.
Content can include all file types, from traditional business documents such as Microsoft
PowerPoint presentations to audio files, video files, and Web pages.

Salesforce for Outlook

Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts,
events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add
Outlook emails, attachments, events, and tasks to multiple Salesforce contacts, and view Salesforce
records related to the contacts and leads in your emails and events—all directly in Outlook.
You may be able to customize what you sync and the sync directions between Outlook and Salesforce.
Your administrator determines the level at which you can customize these settings in Salesforce.
Salesforce for Outlook Configuration
 Salesforce for Outlook configurations include settings for the data that Salesforce for Outlook users
can sync between Microsoft® Outlook® and Salesforce. Administrators can create separate
configurations for different types of users, and give users permission to edit some of their own
settings. For example, an opportunity team might want to sync everything, while a manager might
want to sync only events.

Salesforce Connect
Salesforce Connect provides access to data that’s stored outside the Salesforce org, such as data in
an enterprise resource planning (ERP) system and records in another org. Salesforce Connect
represents the data in external objects and accesses the external data in real time via Web service
callouts to external data sources.

Salesforce Console
The Salesforce console is designed for users in fast-paced environments who need to find, update,
and create records quickly. It improves upon the Agent Console in the Console tab by displaying
records and related items as tabs on one screen.

Salesforce Console Integration Toolkit

An API that uses browsers as clients to display pages as tabs for the Salesforce Classic console; it
provides developers with programmatic access to the console so that administrators can extend it to
meet your business needs.

Salesforce Office Toolkit

A plug-in makes it easy for developers to access the SOAP API directly from within Microsoft Office
products, simplifying the creation of new integrations and Office-based solutions.

Salesforce Record ID
A unique 15- or 18-character alphanumeric string that identifies a single record in Salesforce.

Salesforce SOA (Service-Oriented Architecture)

A powerful capability of Lightning Platform that allows you to make calls to external Web services
from within Apex.

Sales Price
The price of a product on an opportunity. This can be different than the product’s standard or list
price.

Sandbox
A nearly identical copy of a Salesforce production organization for development, testing, and
training. The content and size of a sandbox varies depending on the type of sandbox and the edition
of the production organization associated with the sandbox.

Sandbox Templates
Sandbox templates give you control over which objects are copied to your sandbox
 Sandbox templates give you control over which objects are copied to your sandbox.

Save As
Option on any standard, public, or custom report to save the parameters of the report without
altering the original report. It creates a new custom report with your saved changes.

Save & New

Alternative “save” on most pages with which you can save your current changes and create a new
entry.

Schedule
See Quantity Schedule and Revenue Schedule.

Screen Pop
Page that displays for an inbound call to a Salesforce CRM Call Center.

Search
Feature that lets you search for information that matches specified keywords. If you have sidebar
search, enter search terms in the Search section of the sidebar or click Advanced Search...for more
search options. If you have global search, enter search terms in the search box in the header.

Search Layout
The organization of fields included in search results, in lookup dialogs, and in the key lists on tab
home pages.

Search Phrase
Search phrases are queries that users enter when searching on www.google.com.

Self-Service
A web portal feature that allows your customers to search your organization’s public solutions to
find answers to their questions and to submit new cases to your customer support team.

Semi-Join
A semi-join is a subquery on another object in an INclause in a SOQL query. You can use semi-joins
to create advanced queries, such as getting all contacts for accounts that have an opportunity with a
particular record type. See also Anti-Join.

Service
A service is an offering of professional assistance. Services related to Salesforce and the Lightning
Platform, such as enhanced customer support or assistance with configuration can be listed on the
AppExchange.

Service Cloud Portal

The Service Cloud portal is the Customer Portal intended for many thousands to millions of users.
 After you purchase Service Cloud portal licenses, you can assign them to Customer Portal-enabled
contacts so that large numbers of users can log in to a Customer Portal without affecting its
performance.

Service Contract
Service contracts are agreements between you and your customers for a type of customer support.
Service contracts can represent different kinds of customer support, such as warranties,
subscriptions, or service level agreements (SLAs).

Session ID
An authentication token that is returned when a user successfully logs in to Salesforce. The Session
ID prevents a user from having to log in again every time they want to perform another action in
Salesforce. Different from a record ID or Salesforce ID, which are terms for the unique ID of a
Salesforce record.

Session Timeout
The time after login before a user is automatically logged out. Sessions expire automatically after a
predetermined length of inactivity, which can be configured in Salesforce from Setup by clicking
Security Controls. The default is 120 minutes (two hours).The inactivity timer is reset to zero if a user
takes an action in the web interface or makes an API call.

Setter Methods
Methods that assign values. See also Getter Methods.

Settings
When the user has Lightning Experience, personal settings are available from the Settings menu
under the user’s avatar.

Setup
A menu where administrators can customize and define organization settings and Lightning
Platform apps. Depending on your organization’s user interface settings, Setup may be a link in the
user interface header or in the dropdown list under your name.

Share Group
A set of Salesforce users who can access records owned by high volume portal users. Each Customer
Portal has its own share group.

Shared Activities
A feature that allows users to relate as many as 10 contactsto a single non-recurring and non-group
task, or to a single non-recurring event. One contact is the primary contact; all others are secondary
contacts.

Sharing
Allowing other users to view or edit information you own There are different ways to share data:
Allowing other users to view or edit information you own. There are different ways to share data:
Sharing Model—defines the default organization-wide access levels that users have to each other’s
information and whether to use the hierarchies when determining access to data.
Role Hierarchy—defines different levels of users such that users at higher levels can view and edit
information owned by or shared with users beneath them in the role hierarchy, regardless of the
organization-wide sharing model settings.
Sharing Rules—allow an administrator to specify that all information created by users within a
given group or role is automatically shared to the members of another group or role.
Manual Sharing—allows individual users to share records with other users or groups.
Apex-Managed Sharing—enables developers to programmatically manipulate sharing to support
their application’s behavior. See Apex-Managed Sharing.
Sharing, Chatter
See Post Sharing.

Sharing Group
See Public Group.

Sharing Model
Behavior defined by your administrator that determines default access by users to different types of
records.

Sharing Rule
Type of default sharing created by administrators. Allows users in a specified group or role to have
access to all information created by users within a given group or role.

Show/Hide Details
Option available for reports that lets you show/hide the details of individual column values in report
results.

Sidebar
Column appearing on the left side of each page that provides links to recent items and other
resources.

Sites
Salesforce Sites enables you to create public websites and applications that are directly integrated
with your Salesforce organization—without requiring users to log in with a username and password.

Skeleton Template
A type of Visualforce template that uses the <apex:composition>tag. Skeleton templates define a
standard structure that requires implementation from subsequent pages.

Snippet
NOTES-controls have been superseded by Visualforce pages. After March 2010 organizations that have
never created s-controls, as well as new organizations, won't be allowed to create them. Existing s-
controls will remain unaffected, and can still be edited.

A type of s-control that is designed to be included in other s-controls. Similar to a helper method that is
used by other methods in a piece of code, a snippet allows you to maintain a single copy of HTML or
JavaScript that you can reuse in multiple s-controls.
SOAP (Simple Object Access Protocol)
A protocol that defines a uniform way of passing XML-encoded data.

SOAP API
A SOAP-based Web services application programming interface that provides access to your
Salesforce organization's information.

sObject
The abstract or parent object for all objects that can be stored in the Lightning Platform.

Social Accounts and Contacts

A feature that allows you to view your accounts’, contacts', and leads’ social network profiles and
other social information directly in Salesforce, so you can get deeper insights into your existing and
potential customers' needs and issues.

Social Handle
The unique identifier for a person or company on a social network. Social handle is a complete URL
including the social network domain and the person’s user name. For example, LinkedIn:
http://www.linkedin.com/in/marcbenioff, http://www.linkedin.com/company/salesforce; Twitter:
https://twitter.com/marc.benioff, https://twitter.com/salesforce; Facebook:
http://www.facebook.com/marc.benioff, www.facebook.com/salesforce.

Social Key
Social Key works with Social Accounts and Contacts and Data.com Clean to make it easier to follow
your contacts and leads on social networks. From Social Accounts and Contacts, select the social
networks you want. Automated Clean jobs provide the links. From a contact or lead's detail page,
you can quickly view their profile on a social network site.

Social Profile or Social Network Profile

On social network sites, the content that appears when someone connects to a person or company
via their social handle (for example, a person’s timeline on Facebook). A social profile generally
includes identifying information and a feed.

Softphone
The telephone interface that a Salesforce CRM Call Center user sees in either the sidebar of pages in
Salesforce Classic or the footer of pages in Lightning Experience and the Salesforce console.
Softphone Connector
A component of a Computer Telephony Integration (CTI) adapter that converts Softphone XML into
HTML and distributes it to a Salesforce CRM Call Center user's browser.

Softphone CTI Adapter

A computer-telephony integration (CTI) adapter is a light-weight software program that controls the
appearance and behavior of a Salesforce softphone. The adapter acts as an intermediary between a
third-party CTI system, Salesforce, and a Salesforce CRM Call Center user. It must be installed on any
machine that needs access to Salesforce CRM Call Center functionality.

Software as a Service (SaaS)

A delivery model where a software application is hosted as a service and provided to customers via
the Internet. The SaaS vendor takes responsibility for the daily maintenance, operation, and support
of the application and each customer's data. The service alleviates the need for customers to install,
configure, and maintain applications with their own hardware, software, and related IT resources.
Services can be delivered using the SaaS model to any market segment.

Solution
A solutionis a detailed description of the resolution to a customer issue.

Solution Manager
One or more individuals in your organization who can review, edit, publish, and delete solutions.
Typically, these individuals are product experts with excellent written communication skills and
advanced knowledge in a particular area of your product. When creating or editing users, assign the
Solution Manager profile to give users this privilege.

SOQL (Salesforce Object Query Language)

A query language that allows you to construct simple but powerful query strings and to specify the
criteria that selects data from the Lightning Platform database.

SOSL (Salesforce Object Search Language)

A query language that allows you to perform text-based searches using the Lightning Platform API.

Source Report
A custom report scheduled to run and load data as records into a target object for a reporting
snapshot.

Special Terms
Any terms that you have agreed to and want to track in your contract.

Stage Duration
In opportunity reports, the number of days the opportunity was in the stage listed in the
Stagecolumn.
Stage History
Related list on an opportunity detail page that lists changes in status and stage for the opportunity.

Standard Object
A built-in object included with the Lightning Platform. You can also build custom objects to store
information that is unique to your app.

Standard Price
Price for a product that is included in the Standard Price Book.

Standard Price Book

Automatically generated price book containing all your products and their standard prices.

Statement
A statement that you can generate. A statement summarizes payments, invoices, and credit memos.

Status
An idea's status helps zone members track the progress of the idea. For example, “Under Review”,
“Reviewed”, “Coming Soon”, and “Now Available” are common status values an administrator can
define and assign to ideas. An idea's status appears next to the idea's title for all zone members to
see.

Stemming
The process of reducing a word to its root form. In searches, stemming matches expanded forms of a
search term. For example, when a search uses stemming, a search for runmatches items that contain
run, running, and ran.

Subflow
A Subflowelement references another flow, which it calls at run time.

Subscriber
The subscriber of a package is a Salesforce user with an installed package in their Salesforce
organization.

Subscriber Organization
The subscriber org uses the cross-org adapter for Salesforce Connect to access data that's stored in
another (provider) org. The subscriber org contains the external data source definition and the
external objects that map to the provider org’s objects.

Summary Field
A summary field is a numerical report column with one of the following summaries applied: sum,
average, largest value, smallest value. Users can define custom summary formulas to extend these
options In addition to showing summarized information summary fields can be used to define
 options.In addition to showing summarized information, summary fields can be used to define
charts and reporting snapshots.

Summary Report
Summary reports are similar to tabular reports, but also allow users to group rows of data, view
subtotals, and create charts. They can be used as the source report for dashboard components. Use
this type for a report to show subtotals based on the value of a particular field or when you want to
create a hierarchical list, such as all opportunities for your team, subtotaled by Stageand Owner.

Sync
Sync refers to transferring and merging your data within Salesforce or between Salesforce and a
desktop or mobile application. For example, you can sync data between Salesforce objects, like
quotes and opportunities, or with external applications, like Microsoft Outlook, Connect Offline, or
Salesforce Mobile.

Syndication Feeds
Give users the ability to subscribe to changes within Salesforce Sites and receive updates in external
news readers.

System Administrator
See Administrator (System Administrator).

System Log
Part of the Developer Console, a separate window console that can be used for debugging code
snippets. Enter the code you want to test at the bottom of the window and click Execute. The body
of the System Log displays system resource information, such as how long a line took to execute or
how many database calls were made. If the code did not run to completion, the console also
displays debugging information.

System Testing
The phase of testing that detects problems caused by multiple integrations or within the system as a
whole. System testing should require no knowledge of the inner design of the code or logic.

T
Tab
A tab is an interface component that allows you to navigate around an app. A tab serves as the
starting point for viewing, editing, and entering information for a particular object. When you click a
tab at the top of the page, the corresponding tab home page for that object appears. A tab can be
associated with an object, a web page, or a Visualforce page.

Tabular Report
Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they
 consist simply of an ordered set of fields in columns, with each matching record listed in a row.
Tabular reports are best for creating lists of records or a list with a single grand total. They can't be
used to create groups of data or charts, and can't be used in dashboards unless rows are limited.
Examples include contact mailing lists and activity reports.

Tag
In Salesforce, a word or short phrases that users can associate with most records to describe and
organize their data in a personalized way. Administrators can enable tags for accounts, activities,
assets, campaigns, cases, contacts, contracts, dashboards, documents, events, leads, notes,
opportunities, reports, solutions, tasks, and any custom objects (except relationship group
members)Tags can also be accessed through the SOAP API.

Tag Cloud
In Salesforce CRM Content, a way of showing you how the content in your libraries has been tagged.
Tag names increase in size within the tag cloud according to popularity, meaning that the largest
tags have been assigned to the most files or web links. You can choose to sort the tags
alphabetically or by popularity. The tag cloud contains the 30 most popular tags.

Task Bar Links

Links on tabbed pages that provide quick access to the most common operations available for a
particular page, for example, creating an account.

Tenant Secret
An organization-specific secret used with the master secret and key derivation function to generate
a derived data encryption key. When an organization administrator rotates a key, a new tenant
secret is generated. To access the tenant secret via the API, refer to the TenantSecret object. No
Salesforce employees have access to these keys in cleartext.

Territory
For forecasting, a territory is a collection of accounts and users that generates a forecast.

Test Case Coverage

Test cases are the expected real-world scenarios in which your code will be used. Test cases are not
actual unit tests, but are documents that specify what your unit tests should do. High test case
coverage means that most or all the real-world scenarios you have identified are implemented as
unit tests. See also Code Coverage and Unit Test.

Test Drive
A test drive is a fully functional Salesforce organization that contains an app and any sample records
added by the publisher for a particular package. It allows users on AppExchange to experience an
app as a read-only user using a familiar Salesforce interface.

Test Method
An Apex class method that verifies whether a particular piece of code is working properly. Test
 p p p gp p y
methods take no arguments, commit no data to the database, and can be executed by the
runTests()system method either through the command line or in an Apex IDE, such as the Salesforce
extensions for Visual Studio Code.

Test Organization
See Sandbox.

Text
Data type of a custom field that allows entry of any combination of letters, numbers, or symbols, up
to a maximum length of 255 characters.

Text Area
A custom field data type that allows entry of up to 255 characters on separate lines.

Text Area (Long)

See Long Text Area.

Time-Dependent Workflow Action

A workflow action that executes when the conditions of a workflow rule and an associated time
trigger are met.

Timeout
See Session Timeout.

Time Trigger
An event that starts according to a specified time threshold, such as seven days before an
opportunity close date. For example, you might define a time-based workflow action that sends
email to the account manager seven days before a scheduled milestone.

Top All Time Ideas

On the Top All-Time subtab, ideas are sorted from most number of points to fewest. This subtab
allows you to see the most popular ideas in the history of your Ideas zone.

Topics
When you post or comment in Chatter, you can associate your post or comment with all other posts
and comments on the same subject by adding a topic. A topic is a way to categorize your post or
comment so other people can find it more easily. Topics also help you discover people and groups
that are knowledgeable and interested in the same topics.

Topics, Chatter Answers

The sidebar that lists data categories from which your customers can browse questions and replies.
For example, if you have a zone for hardware products, your topics may include laptops, desktops,
and printers.
Transaction, Apex
An Apex transactionrepresents a set of operations that are executed as a single unit. All DML
operations in a transaction either complete successfully, or if an error occurs in one operation, the
entire transaction is rolled back and no data is committed to the database. The boundary of a
transaction can be a trigger, a class method, an anonymous block of code, a Visualforce page, or a
custom Web service method.

Transaction, Checkout
A transaction is a financial adjustment to your account. Transactions are reflected in invoices or
credit memos.

Translation Workbench
The Translation Workbench lets you specify languages you want to translate, assign translators to
languages, create translations for customizations you’ve made to your Salesforce organization, and
override labels and translations from managed packages. Everything from custom picklist values to
custom fields can be translated so your global users can use Salesforce in their language.

Trending Topics
The Trending Topics area on the Chatter tab shows the topics being discussed right now in
Chatter.The more frequently people add a specific topic to their posts and comments and comment
on or like posts with the same topic over a short period, the more likely it is to become a trending
topic. For example, if your coworkers are attending the upcoming Dreamforce conference and have
started discussing it in Chatter, you may see a trending topic for Dreamforce.A trending topic is not
solely based on popularity and usually relates to a one-time or infrequent event that has a spike in
activity, such as a conference or a project deadline.For privacy reasons, Trending Topics don’t
include topics used solely in private groups or record feeds.

Trigger
A piece of Apex that executes before or after records of a particular type are inserted, updated, or
deleted from the database. Every trigger runs with a set of context variables that provide access to
the records that caused the trigger to fire, and all triggers run in bulk mode—that is, they process
several records at once, rather than just one record at a time.

Trigger Context Variable

Default variables that provide access to information about the trigger and the records that caused it
to fire.

Truncate
Truncating a custom object lets you remove all the object’s records, while keeping the object and its
metadata.

U
U
Unfollow
To stop following a user or record and stop seeing related posts in your Chatter feed.

Unique Name Used by API

The unique name used by the API and managed packages.

Unit Test
A unit is the smallest testable part of an application, usually a method. A unit test operates on that
piece of code to make sure it works correctly. See also Test Method.

Unlimited Edition
Unlimited Edition is Salesforce’s solution for maximizing your success and extending that success
across the entire enterprise through the Lightning Platform.