340 acronyms · defined · explained
Salesforce acronyms,
decoded.
Every Salesforce abbreviation, spelled out and explained inline. No click-through, no jargon, no AI slop.
The full list, A to Z
Every acronym with its expansion and a one-line definition - all on one page, exactly as promised.
#
- 2FA · Two-Factor Authentication
- A security process requiring two different authentication factors to verify identity before granting access to Salesforce.
A
- ABM · Account-Based Marketing
- A strategic marketing approach that focuses resources on a specific set of target accounts. Salesforce and Marketing Cloud Account Engagement (Pardot) support ABM strategies.
- ACL · Access Control List
- A list of permissions attached to an object or record that specifies which users or system processes are granted access and what operations are allowed.
- ACV · Annual Contract Value
- The annualized revenue value of a customer contract, commonly tracked in Salesforce Opportunities and CPQ. Used in SaaS business reporting and forecasting.
- ACW · After Conversation Work
- The time an agent spends on wrap-up tasks after completing a customer interaction in Service Cloud, such as updating case notes or dispositioning.
- AE · Account Executive
- A sales role responsible for managing and closing deals with prospective or existing customers. In Salesforce, AEs are typically assigned as Opportunity owners.
- AEP · Agentforce Enterprise Platform
- Salesforce's platform for building, deploying, and managing autonomous AI agents that can take actions across Salesforce applications using the Atlas Reasoning Engine.
- AHT · Average Handle Time
- A key contact center metric measuring the average duration of a customer interaction, including hold time and after-call work.
- AI · Artificial Intelligence
- Technology that enables machines to simulate human intelligence processes such as learning, reasoning, and self-correction. Salesforce embeds AI across its platform through Einstein and Agentforce.
- AJAX · Asynchronous JavaScript and XML
- A web development technique that allows web pages to update asynchronously by exchanging data with a server behind the scenes. Salesforce provides an AJAX Toolkit for building custom integrations.
- ALM · Application Lifecycle Management
- The process of managing a software application from initial planning through development, testing, deployment, and maintenance. Salesforce provides tools like DevOps Center for ALM.
- AMC · Anypoint Management Center
- The centralized management console in MuleSoft's Anypoint Platform used to monitor, manage, and govern APIs and integrations across environments.
- AMER · Americas Region
- A geographic designation used in Salesforce for the North and South American markets. Relevant for Salesforce instance locations, support regions, and event planning.
- AMP · Anypoint Monitoring Platform
- MuleSoft's monitoring and analytics tool within Anypoint Platform that provides dashboards, alerts, and log aggregation for API and integration performance monitoring.
- AMPSEA · Allow Multiple Prospects with Same Email Address
- A Marketing Cloud Account Engagement (Pardot) setting that allows multiple prospect records to share the same email address.
- ANI · Automatic Number Identification
- A telephony feature that automatically identifies the calling party's phone number. In Service Cloud Voice, ANI enables screen pops that display the caller's Salesforce record.
- AOV · Average Order Value
- A commerce metric calculating the average dollar amount spent per order, commonly tracked in Salesforce Commerce Cloud.
- APAC · Asia-Pacific Region
- A geographic designation for Asia-Pacific markets in Salesforce. Relevant for instance locations, data residency, and support coverage in the Asia-Pacific region.
- APEX · Apex Programming Language
- Salesforce's proprietary, strongly-typed programming language that runs on the Lightning Platform. Apex is syntactically similar to Java and is used for custom business logic, triggers, and web services.
- API · Application Programming Interface
- A set of protocols and tools that allows different software applications to communicate with each other. Salesforce offers REST, SOAP, Bulk, Streaming, and Metadata APIs.
- APT · Anypoint Platform
- MuleSoft's unified integration platform that combines API design, development, management, and monitoring capabilities for connecting Salesforce with external systems.
- ARC · Actionable Relationship Center
- A Lightning component in Financial Services Cloud and other industry clouds that provides a visual, interactive graph of relationships between accounts, contacts, and other entities.
- ARE · Atlas Reasoning Engine
- The AI reasoning engine powering Salesforce Agentforce agents, enabling them to plan, reason over data, and take autonomous actions within the guardrails of the Einstein Trust Layer.
- ARR · Annual Recurring Revenue
- The total annual revenue from active subscriptions, a critical SaaS metric. Salesforce Revenue Cloud and CPQ help track and calculate ARR.
- ASR · Automatic Speech Recognition
- Technology that converts spoken language into text. Used in Service Cloud Voice and Einstein Conversation Insights to transcribe customer calls in real time.
B
- B2B · Business-to-Business
- A commerce model where transactions occur between businesses rather than between a business and individual consumers. Salesforce B2B Commerce provides ecommerce storefronts for business buyers.
- B2B MA · B2B Marketing Analytics
- An analytics app within Marketing Cloud Account Engagement that provides reporting dashboards for B2B marketing performance.
- B2C · Business-to-Consumer
- A commerce model where businesses sell products or services directly to individual consumers. Salesforce B2C Commerce (formerly Commerce Cloud Digital) powers consumer-facing storefronts.
- BA · Business Analyst
- A professional who analyzes business processes and requirements to bridge the gap between stakeholders and technical teams in Salesforce projects.
- BANT · Budget, Authority, Need, Timeline
- A sales qualification framework used to assess whether a prospect is ready to buy. Salesforce fields and lead scoring models often incorporate BANT criteria.
- BCC · Blind Carbon Copy
- An email feature that sends a copy of an email to an additional recipient without other recipients knowing. Salesforce Compliance BCC automatically sends copies of outbound emails to a specified address.
- BDR · Business Development Representative
- A sales role focused on generating qualified leads and scheduling meetings for Account Executives. BDRs typically work heavily in Salesforce tracking outbound prospecting activities.
- BNPL · Buy Now Pay Later
- A payment option allowing customers to purchase products and pay in installments, supported in Salesforce Commerce Cloud.
- BPMN · Business Process Model and Notation
- A standard graphical notation for specifying business processes in a workflow. Flow Orchestration in Salesforce follows concepts similar to BPMN for designing multi-step, multi-user processes.
- BRD · Business Requirements Document
- A formal document that outlines the business needs, objectives, and requirements for a Salesforce implementation or enhancement project.
- BSS · Business Support System
- Software systems used by telecommunications companies to manage business operations like billing and order management.
- BU · Business Unit
- An organizational division within Marketing Cloud or Pardot that allows separate management of marketing assets, users, and campaigns.
- BYOK · Bring Your Own Key
- A Salesforce Shield encryption feature that allows customers to manage their own encryption key material rather than relying on Salesforce-managed keys.
- BYOL · Bring Your Own Lake
- A Data Cloud capability allowing organizations to connect their existing data lake storage to Salesforce without moving the data.
C
- C360 · Customer 360
- Salesforce's vision and product suite for creating a unified view of the customer across sales, service, marketing, commerce, and more by connecting data from all touchpoints.
- CA360 · Customer Audiences 360
- A former Salesforce product name for audience segmentation and activation capabilities, now part of Data Cloud.
- CAC · Customer Acquisition Cost
- The total cost of acquiring a new customer, including marketing and sales expenses. Salesforce Campaign and Opportunity data helps calculate CAC.
- CASL · Canada Anti-Spam Law
- Canadian legislation regulating commercial electronic messages, requiring explicit consent before sending marketing emails.
- CCA · Conditional Completion Actions
- Actions in Marketing Cloud Account Engagement that execute only when a prospect meets specified criteria upon form submission.
- CCPA · California Consumer Privacy Act
- A California state privacy law giving consumers rights over their personal data, requiring businesses to provide data access and deletion options.
- CDC · Change Data Capture
- A Salesforce streaming feature that publishes change events when records are created, updated, deleted, or undeleted, enabling near-real-time data synchronization with external systems.
- CDN · Content Delivery Network
- A distributed network of servers that delivers web content to users based on geographic proximity. Salesforce uses CDNs to serve static resources like Lightning components efficiently.
- CDP · Customer Data Platform
- A platform that unifies customer data from multiple sources into a single, coherent customer profile. Salesforce Data Cloud (formerly Salesforce CDP) serves this function.
- CDS · Core Data Services
- In the Salesforce context, CDS refers to foundational data service layers. Data Cloud's core data services handle data ingestion, identity resolution, and calculated insights.
- CES · Customer Effort Score
- A service metric measuring how much effort a customer had to expend to resolve their issue. Can be collected through Salesforce Surveys and tracked in Service Cloud.
- CG · Chatter Group
- A collaboration space within Salesforce Chatter where users can post updates, share files, and discuss topics. Groups can be public, private, or unlisted.
- CI/CD · Continuous Integration / Continuous Deployment
- Software development practices where code changes are automatically built, tested, and deployed. Salesforce DevOps Center and SFDX CLI support CI/CD pipelines for metadata deployment.
- CIO · Calculated Insight Object
- A Data Cloud object that stores pre-computed metrics and aggregations derived from unified customer data.
- CLI · Command Line Interface
- A text-based interface for interacting with software. The Salesforce CLI (sf/sfdx) is the primary tool for Salesforce DX development, allowing developers to create scratch orgs, deploy metadata, and run tests from the terminal.
- CLM · Contract Lifecycle Management
- The process of managing contracts from creation through execution, compliance, and renewal. Salesforce offers CLM capabilities through CPQ and partner solutions.
- CLV · Customer Lifetime Value
- The total revenue a company can expect from a customer over the entire relationship. Salesforce Einstein Analytics and Data Cloud can model and predict CLV.
- CMDT · Custom Metadata Types
- A Salesforce feature for creating custom application metadata that can be deployed and packaged like other metadata. Unlike custom settings, CMDT records are metadata rather than data.
- CMS · Content Management System
- A system for creating, managing, and publishing digital content. Salesforce CMS allows users to create and manage content that can be delivered across Experience Cloud sites and other channels.
- COOP · Cross-Origin Opener Policy
- A security HTTP header that controls how a document can be opened by cross-origin windows, used in Salesforce web security configurations.
- CORS · Cross-Origin Resource Sharing
- A browser security mechanism that allows or restricts web applications from making requests to a domain different from the one serving the page. Salesforce admins configure CORS allowlists in Setup.
- CPQ · Configure, Price, Quote
- A Salesforce product that helps sales teams configure complex products, apply pricing rules and discounts, and generate professional quotes directly within Salesforce.
- CRED · Create, Read, Edit, Delete
- The four basic data operations in Salesforce, similar to CRUD. Salesforce documentation sometimes uses CRED instead of CRUD.
- CRM · Customer Relationship Management
- A strategy and technology for managing all of a company's interactions with current and potential customers. Salesforce is the world's leading CRM platform.
- CRUD · Create, Read, Update, Delete
- The four basic operations that can be performed on data records. In Salesforce, CRUD permissions are set at the profile or permission set level to control what users can do with objects.
- CSAT · Customer Satisfaction Score
- A metric that measures how satisfied customers are with a company's products, services, or interactions. Salesforce Surveys and Service Cloud can be used to collect and track CSAT scores.
- CSP · Content Security Policy
- A web security standard that helps prevent XSS and other injection attacks by specifying which content sources are trusted. Salesforce enforces CSP in Lightning components.
- CSS · Cascading Style Sheets
- A stylesheet language used to control the presentation and layout of web pages. In Salesforce, CSS is used in Visualforce pages, LWC components, and Experience Cloud site styling.
- CSV · Comma-Separated Values
- A plain text file format that stores tabular data with values separated by commas. CSV files are the primary format used for importing and exporting data in Salesforce via Data Loader and Data Import Wizard.
- CTA · Certified Technical Architect
- The highest-level Salesforce certification, recognizing mastery of platform architecture, design patterns, and enterprise solution design. It requires passing a review board evaluation.
- CTI · Computer-Telephony Integration
- Technology that integrates telephone systems with computer applications. Salesforce Open CTI allows developers to build softphone integrations that work within the Salesforce console.
- CTR · Click-Through Rate
- The percentage of recipients who click a link in an email or ad, a key engagement metric in Marketing Cloud.
- CY · Calendar Year
- The standard January-to-December year period, used in Salesforce for fiscal year settings when a company follows a calendar year.
D
- D2C · Direct-to-Consumer
- A commerce model where brands sell directly to end consumers without intermediaries. Salesforce B2C Commerce and Marketing Cloud support D2C strategies.
- DAG · Directed Acyclic Graph
- A data structure used in Data Cloud to represent the flow and dependencies of data transformations. Data Cloud uses DAGs in data pipeline orchestration.
- DAM · Digital Asset Management
- A system for organizing, storing, and retrieving digital files such as images, videos, and documents. Salesforce CMS and Marketing Cloud include DAM capabilities for managing marketing assets.
- DBOR · Database of Record
- The authoritative data source for a particular type of information within an organizations integrated systems.
- DC · Data Cloud
- Salesforce's hyperscale data platform that ingests, harmonizes, and unifies data from any source to create a real-time, unified customer profile. Formerly known as Salesforce CDP.
- DE · Data Extension
- A table within Marketing Cloud that stores subscriber or relational data, similar to a database table.
- DF · Dreamforce
- Salesforces annual flagship conference held in San Francisco, featuring keynotes, sessions, demos, and networking for the Salesforce community.
- DID · Direct Inward Dial
- A telephony feature that allows a phone number to ring directly to a specific extension without going through an attendant or IVR. Used in Service Cloud Voice configurations.
- DKIM · DomainKeys Identified Mail
- An email authentication method that uses cryptographic signatures to verify that an email was sent by an authorized server. Salesforce admins configure DKIM keys in Setup to improve email deliverability.
- DLO · Data Lake Object
- A Data Cloud object type that stores raw ingested data from external sources before it is mapped and harmonized.
- DLP · Data Loss Prevention
- Security practices and technologies that prevent sensitive data from leaving an organization through unauthorized channels. Salesforce Shield and third-party AppExchange apps provide DLP capabilities.
- DLRS · Declarative Lookup Rollup Summaries
- A popular open-source Salesforce app that enables rollup summary calculations across lookup relationships without code.
- DMARC · Domain-based Message Authentication, Reporting, and Conformance
- An email authentication protocol that builds on SPF and DKIM to protect against email spoofing. Proper DMARC configuration is essential for emails sent from Salesforce to be delivered reliably.
- DML · Data Manipulation Language
- Operations in Apex and SOQL that modify Salesforce data: insert, update, upsert, delete, undelete, and merge. DML operations are subject to governor limits.
- DMO · Data Model Object
- In Data Cloud, a DMO is a structured entity that defines how data is harmonized and stored. DMOs map ingested data to a canonical data model for unification.
- DMP · Data Management Platform
- A platform for collecting, organizing, and activating audience data for targeted advertising, formerly part of Salesforce Audience Studio.
- DN · Directory Number
- A unique number assigned to a specific telephone line or extension within a telephony system. Used in CTI and Service Cloud Voice configurations.
- DNE · Do Not Email
- A prospect field in Marketing Cloud Account Engagement (Pardot) that prevents all marketing emails from being sent to that prospect.
- DNIS · Dialed Number Identification Service
- A telephony feature that identifies which number was dialed by the caller, allowing the system to route calls differently based on the number dialed.
- DNS · Domain Name System
- The internet's system for translating human-readable domain names into IP addresses. DNS configuration is essential for My Domain, Experience Cloud custom domains, and email authentication in Salesforce.
- DNT · Do Not Track
- A browser setting or prospect preference indicating they do not wish to be tracked for marketing purposes.
- DOC · DevOps Center
- A Salesforce tool that provides a UI-based experience for managing source-driven development, change tracking, and deployments.
- DORA · DevOps Research and Assessment
- A set of metrics (deployment frequency, lead time, change failure rate, time to restore) for measuring DevOps performance. Salesforce DevOps Center helps teams track these metrics.
- DPA · Digital Process Automation
- The use of technology to automate business processes and workflows digitally. Salesforce Flow, Flow Orchestration, and MuleSoft Composer are Salesforce's DPA tools.
- DSO · Data Source Object
- A configuration in Salesforce Connect that defines the connection to an external data source for external objects.
- DSP · Demand-Side Platform
- An advertising technology platform used to buy digital ad inventory programmatically.
- DTMF · Dual-Tone Multi-Frequency
- The signaling system used by touch-tone telephones where each key press generates two simultaneous tones. Used in IVR systems integrated with Service Cloud Voice.
- DTR · Datorama
- The former name of Marketing Cloud Intelligence, a marketing analytics and reporting platform acquired by Salesforce.
- DX · Developer Experience
- Salesforce DX is a set of tools and practices for modern Salesforce development, including scratch orgs, source-driven development, the Salesforce CLI, and VS Code extensions.
E
- E2E · End-to-End
- Refers to a complete process from beginning to finish. In Salesforce, E2E often describes full business process automation from lead capture to order fulfillment.
- EA · Enterprise Architecture
- The practice of designing and managing an organizations overall technology landscape to align with business strategy.
- EAC · Einstein Activity Capture
- A Salesforce feature that automatically captures emails and calendar events between sales reps and their contacts, adding them to the Activity Timeline without manual data entry.
- EAI · Enterprise Application Integration
- The practice of connecting enterprise software applications to share data and business processes. MuleSoft and Salesforce Platform Events are commonly used for EAI with Salesforce.
- ECC · Einstein Call Coaching
- A Sales Cloud feature (part of Einstein Conversation Insights) that analyzes recorded sales calls to surface coaching insights.
- eCDN · Embedded Content Delivery Network
- A CDN specifically optimized for delivering embedded content like videos and rich media within applications.
- ECI · Einstein Conversation Insights
- An AI-powered feature that analyzes sales call and video recordings to identify trends, mentions of competitors, and coaching opportunities.
- ECRM · Einstein Conversation Mining
- An AI-powered feature that analyzes service transcripts and conversations to identify common topics and intents, helping build and improve Einstein Bot dialogues.
- ECS · Einstein Content Selection
- A Marketing Cloud AI feature that automatically selects the most relevant content for each email recipient based on their engagement history.
- EDA · Education Data Architecture
- A managed package that provides a data model and framework for higher education institutions to manage student, faculty, and institutional data in Salesforce.
- EE · Enterprise Edition
- A Salesforce edition that includes advanced CRM functionality, web services API access, and customization features for mid-to-large businesses.
- EEF · Einstein Engagement Frequency
- A Marketing Cloud AI feature that analyzes optimal email send frequency to avoid subscriber fatigue.
- EEI · Einstein Email Insights
- An AI feature in Sales Cloud that surfaces email engagement intelligence such as sentiment and recommended actions.
- EID · Enterprise ID
- A unique identifier for a Salesforce organization or user within the Salesforce enterprise ecosystem.
- ELT · Extract, Load, Transform
- A data integration pattern where data is first extracted from source systems, loaded into a target system, and then transformed. Data Cloud follows an ELT approach for data harmonization.
- EM · Event Monitoring
- A Salesforce Shield feature that tracks and logs user activity in the org, including logins, report exports, API calls, and page views, for security auditing and forensic analysis.
- EMEA · Europe, Middle East, and Africa
- A geographic designation for the European, Middle Eastern, and African markets. Relevant for Salesforce instance locations, GDPR compliance, and regional support.
- ENS · Event Notification Service
- A Salesforce service that delivers platform event notifications to external systems via webhook-style callbacks.
- EPC · Email Preference Center
- A page where email subscribers can manage their communication preferences and subscription topics.
- EPD · Einstein Prediction Definition
- A configuration in Einstein Prediction Builder that defines what to predict, which object to analyze, and what data segments to use for the predictive model.
- EPIM · Enhanced Personal Information Management
- Salesforce features for managing and protecting personal data in compliance with privacy regulations.
- EPT · Experienced Page Time
- A performance metric measuring how long it takes for a Lightning page to become interactive from the users perspective.
- ERD · Entity Relationship Diagram
- A visual representation of the relationships between data objects (entities) in a system. Salesforce's Schema Builder provides a graphical ERD view of objects and their relationships.
- ERP · Enterprise Resource Planning
- A category of business software that manages core business processes like finance, HR, manufacturing, and supply chain. Salesforce frequently integrates with ERP systems like SAP and Oracle.
- ES · Engagement Studio
- A Marketing Cloud Account Engagement (Pardot) tool for building automated, branching nurture programs based on prospect behavior.
- ESB · Enterprise Service Bus
- A middleware architecture pattern that enables communication between applications through a centralized bus. MuleSoft's Anypoint Platform is often used as a modern alternative to traditional ESBs.
- ESP · Email Service Provider
- A company or platform that provides email sending infrastructure and deliverability services.
- ETL · Extract, Transform, Load
- A data integration pattern where data is extracted from source systems, transformed into the desired format, and then loaded into the target system. Common in Salesforce data migration projects.
F
- FAL · Field Audit Trail
- A Salesforce Shield feature that extends field history tracking by retaining field change data for up to 10 years, beyond the standard 18-month limit.
- FBL · Feedback Loop
- A mechanism where email providers notify senders when recipients mark messages as spam, used for list hygiene.
- FCR · First Contact Resolution
- A service metric measuring the percentage of customer issues resolved during the first interaction. Service Cloud reporting and Einstein Analytics track FCR rates.
- FKA · Formerly Known As
- An abbreviation used in the Salesforce ecosystem to reference products or features that have been renamed.
- FLS · Field-Level Security
- A security setting that controls whether a user can see, edit, or delete the value of a specific field on an object. FLS is configured through profiles and permission sets.
- FQ · Fiscal Quarter
- A three-month period in a companys fiscal year, used for financial reporting and forecasting in Salesforce.
- FSC · Financial Services Cloud
- A Salesforce industry solution built on Sales Cloud and Service Cloud, designed for banking, wealth management, and insurance organizations with industry-specific data models and features.
- FSL · Field Service Lightning
- Now called Salesforce Field Service, it is a workforce management solution that helps companies manage mobile workers, schedule appointments, and optimize field operations from within Salesforce.
- FTE · Full-Time Equivalent
- A unit of measurement representing one full-time employee's workload. Used in Salesforce project planning and resource allocation for implementation teams.
- FTP · File Transfer Protocol
- A standard network protocol used to transfer files between systems, often used in Marketing Cloud data imports.
- FY · Fiscal Year
- The 12-month period a company uses for financial reporting. Salesforce supports custom fiscal year configurations.
G
- GA · General Availability
- The release stage at which a Salesforce feature is fully supported and available to all eligible customers, following pilot and beta phases.
- GAP · Gap Analysis
- The process of comparing current business processes with desired future state capabilities. A key phase in Salesforce implementations to identify where customization is needed.
- GDPR · General Data Protection Regulation
- A European Union regulation governing data privacy and protection. Salesforce provides features like Individual object, consent management, and data deletion tools to support GDPR compliance.
- GMV · Gross Merchandise Value
- The total value of merchandise sold through a commerce platform before deducting fees and returns.
- GPC · Global Privacy Control
- A browser-based signal that communicates a users privacy preferences to websites automatically.
- GPT · Generative Pre-trained Transformer
- A type of large language model architecture used in generative AI. Salesforce leverages GPT models through the Einstein Trust Layer and Agentforce for generating content and responses.
- GR · Grounding
- In Salesforce AI, grounding is the process of anchoring AI-generated responses in factual, verifiable data from the customer's Salesforce org, preventing hallucinations.
- GTL · Guide Template Language
- A templating language used in Salesforce Marketing Cloud for dynamic content rendering in Cloud Pages.
- GTM · Go-to-Market
- A strategy that defines how a company will sell products to customers. Salesforce Sales Cloud and Marketing Cloud support GTM execution through lead management and campaign tracking.
- GUI · Graphical User Interface
- A visual interface that allows users to interact with software through graphical elements like buttons, menus, and forms rather than text commands. Lightning Experience is Salesforce's modern GUI.
H
- HATEOAS · Hypermedia As The Engine Of Application State
- A constraint of REST architecture where API responses include links to related resources. Salesforce REST API responses include URLs for navigating to related records.
- HIPAA · Health Insurance Portability and Accountability Act
- A US federal law establishing standards for protecting sensitive patient health information. Salesforce Health Cloud and Shield help healthcare organizations meet HIPAA requirements.
- HLS · Health and Life Sciences
- A Salesforce industry vertical encompassing healthcare, pharmaceuticals, medical devices, and life sciences. Health Cloud and Life Sciences Cloud serve this sector.
- HML · Handlebars Merge Language
- A merge language used in Marketing Cloud Account Engagement for personalizing email content with prospect data.
- HMS · Hardware Security Module
- A physical computing device that safeguards and manages digital keys for encryption, used in Salesforce Shield.
- HSM · Hardware Security Module
- A physical computing device that safeguards and manages cryptographic keys. Salesforce Shield uses HSMs to protect the master encryption keys used in Platform Encryption.
- HTML · HyperText Markup Language
- The standard markup language for creating web pages. In Salesforce, HTML is used in Visualforce pages, Lightning Web Components, email templates, and Experience Cloud customizations.
- HTTP · HyperText Transfer Protocol
- The foundational protocol for data communication on the web. All Salesforce API calls and web interactions use HTTP/HTTPS for secure communication.
- HVS · High Velocity Sales
- The former name of Sales Engagement, a Sales Cloud feature for automating outreach sequences and cadences.
I
- IaaS · Infrastructure as a Service
- A cloud computing model that provides virtualized computing infrastructure over the internet. Salesforce is built on IaaS infrastructure but delivers PaaS and SaaS to customers.
- IAM · Identity and Access Management
- The framework of policies and technologies ensuring the right individuals access the right resources at the right times.
- ICP · Ideal Customer Profile
- A description of the type of company most likely to benefit from your product. Salesforce data and Einstein analytics help define and identify accounts matching the ICP.
- IDE · Integrated Development Environment
- A software application that provides comprehensive tools for software development including code editing, debugging, and testing. VS Code with Salesforce Extensions is the recommended IDE for Salesforce development.
- IDV · Identity Verification
- The process of confirming a users identity, used in Salesforce for customer verification in service scenarios.
- IERs · Individual Email Results
- Records in Marketing Cloud Account Engagement that track individual prospect interactions with sent emails.
- IP · Intellectual Property / Internet Protocol
- In Salesforce context, IP commonly refers to Internet Protocol (for network configurations and trusted IP ranges) or Intellectual Property (for ISV/AppExchange package protection).
- IPR · Inbox Placement Rate
- The percentage of sent emails that successfully land in the recipients inbox rather than spam folder.
- ISO · International Organization for Standardization
- The body that publishes international standards, including country and currency codes used in Salesforce multi-currency and locale settings.
- ISR · Inside Sales Representative
- A sales role where reps sell remotely via phone, email, and video rather than in-person. ISRs are heavy users of Salesforce Sales Cloud and Sales Engagement tools.
- ISTQB · International Software Testing Qualifications Board
- An international certification body for software testing professionals, relevant to QA practices in Salesforce projects.
- ISV · Independent Software Vendor
- A company that develops and sells software products that run on or integrate with another platform. Salesforce ISVs build and distribute applications through the AppExchange marketplace.
- ITR · Identity Resolution
- The process of matching and merging records from different data sources to create a unified view of an individual. Data Cloud uses identity resolution to unify customer profiles.
- IV · Initialization Vector
- A random value used in encryption algorithms to ensure that identical plaintext values produce different ciphertext. Used internally by Salesforce Shield Platform Encryption.
- IVR · Interactive Voice Response
- An automated telephony system that interacts with callers through voice prompts and keypad inputs to route calls or provide self-service options. Service Cloud Voice integrates with IVR systems.
J
- JS · JavaScript
- A programming language used for client-side web development. JavaScript is the primary language for Lightning Web Components and is also used in Visualforce pages and Aura components.
- JSON · JavaScript Object Notation
- A lightweight data-interchange format that is easy for humans to read and machines to parse. Salesforce REST API requests and responses use JSON as the default format.
- JWT · JSON Web Token
- A compact, URL-safe token format used for securely transmitting claims between parties. Salesforce supports JWT bearer flow for server-to-server OAuth authentication without user interaction.
K
- KCS · Knowledge-Centered Support
- A methodology for integrating knowledge creation and maintenance into the support workflow, supported by Salesforce Knowledge.
- KDF · Key Derivation Function
- A cryptographic function that derives one or more secret keys from a master key or password. Used internally by Salesforce Shield Platform Encryption to generate data encryption keys.
- KMS · Key Management Service
- Salesforce Shields service for managing encryption keys including key rotation and destruction.
- KPI · Key Performance Indicator
- A measurable value that demonstrates how effectively a team or process is achieving its objectives. Salesforce dashboards and reports are used to track and visualize KPIs.
L
- LDS · Lightning Data Service
- A centralized data caching and management layer in Lightning Experience that provides a consistent way to load, create, edit, and delete records without writing Apex. It ensures data consistency across components on a page.
- LDV · Large Data Volume
- A term describing Salesforce orgs with millions of records that require special design considerations for query performance, data loading, and sharing calculations.
- LEX · Lightning Experience
- Salesforce's modern user interface, replacing Salesforce Classic, featuring a redesigned UI with Lightning components, App Builder, and enhanced productivity features.
- LLM · Large Language Model
- A type of AI model trained on vast amounts of text data that can generate human-like text. Salesforce uses LLMs through the Einstein Trust Layer for features like generative AI in Agentforce.
- LMA · License Management Application
- A free AppExchange app that ISV partners use to manage and track licenses for their managed packages, including install counts and subscriber information.
- LMO · License Management Organization
- The Salesforce org where an ISV partner installs the License Management Application to track and manage all licenses for their AppExchange products.
- LOB · Line of Business
- A general business term referring to a specific area of a company's products or services. Different LOBs within a company may have separate Salesforce apps or record types.
- LTV · Lifetime Value
- The predicted total revenue a business expects from a single customer account over the entire relationship.
- LWC · Lightning Web Components
- Salesforce's modern, standards-based component framework for building custom user interfaces. LWC uses native web standards (HTML, JavaScript, CSS) and provides high performance on the Lightning Platform.
- LWR · Lightning Web Runtime
- The runtime engine that powers Lightning Web Components in Experience Cloud sites, enabling modern web standards.
M
- MAP · Marketing Automation Platform
- A category of software that automates marketing activities like email campaigns, lead scoring, and nurturing. Salesforce Marketing Cloud and Marketing Cloud Account Engagement serve as MAPs.
- MC Connect · Marketing Cloud Connect
- An integration package that connects Marketing Cloud with Sales Cloud and Service Cloud for synchronized data and sending.
- MCA · Marketing Cloud Advanced Edition
- An advanced tier of Marketing Cloud that includes expanded automation, analytics, and AI capabilities.
- MCAE · Marketing Cloud Account Engagement
- Formerly known as Pardot, it is Salesforce's B2B marketing automation platform for lead generation, nurturing, email marketing, and ROI reporting tightly integrated with Sales Cloud.
- MCE · Marketing Cloud Engage
- A Sales Cloud app that lets sales reps send Marketing Cloud emails and view engagement data directly from Salesforce.
- MCG · Marketing Cloud Growth Edition
- An entry-level Marketing Cloud edition designed for growing businesses with essential email marketing and automation features.
- MCP · Marketing Cloud Personalization
- The current name for Interaction Studio, Salesforces real-time personalization and interaction management platform.
- MDM · Master Data Management
- A discipline that ensures an organization's critical data is consistent, accurate, and controlled across all systems. Salesforce duplicate management and Data Cloud support MDM strategies.
- MDP · My Domain / Marketing Data Platform
- My Domain is a Salesforce feature that lets you customize your org's login URL. As Marketing Data Platform, it refers to data management capabilities in Marketing Cloud.
- MDQ · Multi-Dimensional Quoting
- A CPQ feature that enables quoting for products with multiple subscription dimensions like segments or ramp schedules.
- MEL · Mule Expression Language
- A scripting language used in MuleSoft to transform and route data within integration flows.
- MFA · Multi-Factor Authentication
- A security method that requires users to verify their identity using two or more factors (something they know, have, or are). Salesforce requires MFA for all direct UI logins.
- MID · Marketing Cloud ID
- A unique identifier assigned to a Marketing Cloud business unit or account, used in API calls and tracking.
- ML · Machine Learning
- A subset of AI where algorithms learn patterns from data to make predictions or decisions without explicit programming. Einstein Discovery and Einstein Prediction Builder use ML models.
- MQA · Marketing Qualified Account
- An account-level qualification in ABM indicating the account has met marketing engagement thresholds.
- MQL · Marketing Qualified Lead
- A lead that has been evaluated by the marketing team and meets certain criteria indicating readiness for sales engagement. Salesforce and MCAE track MQL status through lead scoring.
- MRR · Monthly Recurring Revenue
- The predictable monthly revenue from active subscriptions. Tracked in Salesforce through Opportunity and Subscription records for SaaS business metrics.
- MVC · Model-View-Controller
- A software design pattern that separates application logic into three interconnected components. Visualforce follows MVC with standard/custom Apex controllers (Model/Controller) and VF pages (View).
- MVP · Minimum Viable Product
- The most basic version of a product that includes only essential features to satisfy early users and gather feedback. Common in agile Salesforce implementations.
N
- NACL · Not Another Configuration Language
- A humorous name for custom configuration approaches in the Salesforce ecosystem, sometimes referencing custom settings or metadata.
- NBA · Next Best Action
- A Salesforce Einstein feature that uses AI and business rules to recommend the most appropriate action for a user to take in a given context, such as upsell offers or service steps.
- NLP · Natural Language Processing
- A branch of AI that helps computers understand, interpret, and generate human language. Salesforce uses NLP in Einstein Bots, Einstein Classification, and Agentforce for processing text and speech.
- NPS · Net Promoter Score
- A customer loyalty metric measuring how likely customers are to recommend a company on a 0-10 scale. Salesforce Surveys can be used to collect and calculate NPS.
- NPSP · Nonprofit Success Pack
- A free, open-source managed package that provides a nonprofit-specific data model and automation on top of Salesforce for managing donations, grants, and constituent relationships.
O
- OA · Omni-Channel Agent
- A Salesforce agent who receives work items through Omni-Channel routing based on their capacity, skills, and availability across multiple channels (cases, chats, calls).
- OAuth · Open Authorization
- An open standard protocol for token-based authentication and authorization. Salesforce uses OAuth 2.0 flows to authorize connected apps and external integrations to access Salesforce data.
- OCI · Omnichannel Inventory
- A Salesforce Commerce Cloud capability that provides a unified view of inventory across all channels (stores, warehouses, online) for order fulfillment optimization.
- OCR · Opportunity Contact Role
- A standard Salesforce object that associates Contacts with Opportunities and defines their role in the deal.
- OData · Open Data Protocol
- A REST-based protocol for querying and updating data, used by Salesforce Connect to integrate external data sources.
- OEM · Original Equipment Manufacturer
- A Salesforce partner program where ISVs embed Salesforce functionality into their own products and resell under their own brand. OEM partners get special licensing and branding options.
- OIDC · OpenID Connect
- An authentication layer built on top of OAuth 2.0 that allows clients to verify user identity. Salesforce can act as both an OIDC provider and consumer for single sign-on.
- OMS · Order Management System
- Salesforce Order Management is a system for managing the post-purchase order lifecycle including fulfillment, payment capture, shipping, returns, and exchanges.
- OOB · Out of the Box
- Features and functionality that come standard with Salesforce without any customization. Salesforce provides extensive OOB capabilities for sales, service, and marketing processes.
- OSDK · Open Source Development Kit
- Community-maintained developer toolkits for Salesforce. Examples include open-source Apex libraries and the Salesforce Mobile SDK which is partially open source.
- OSP · Object Sync for Pardot
- A feature that synchronizes Salesforce CRM object data with Marketing Cloud Account Engagement prospect records.
- OWD · Organization-Wide Defaults
- The baseline level of record access granted to all users in a Salesforce org for each object. OWDs can be set to Private, Public Read Only, Public Read/Write, or Controlled by Parent.
P
- PaaS · Platform as a Service
- A cloud computing model that provides a platform for developing, running, and managing applications without maintaining infrastructure. The Salesforce Lightning Platform and Heroku are PaaS offerings.
- PB · Process Builder
- A declarative automation tool in Salesforce (now retired in favor of Flow) that allowed admins to create if/then business processes triggered by record changes. Existing Process Builders continue to function but new ones should be built in Flow.
- PBX · Private Branch Exchange
- A private telephone network used within an organization for internal and external communications. PBX systems integrate with Service Cloud Voice and Open CTI for call routing.
- PD1 · Platform Developer 1
- A Salesforce certification validating knowledge of declarative and programmatic development on the Lightning Platform.
- PDF · Portable Document Format
- A file format for presenting documents consistently across platforms. Salesforce CPQ generates PDF quotes, and various AppExchange apps provide PDF generation capabilities.
- PE · Platform Events
- A Salesforce event-driven messaging feature that enables publish-subscribe communication between systems. Platform Events allow real-time integration and decoupled event-driven architectures.
- PEM · Privacy Enhanced Mail
- A file format for storing cryptographic certificates and keys. PEM files are used when configuring certificates in Salesforce for digital signatures, SSL, and connected app authentication.
- PII · Personally Identifiable Information
- Any data that could identify a specific individual, such as name, email, or Social Security number. Salesforce provides data classification, encryption, and masking to protect PII.
- PIM · Product Information Management
- A system for centralizing and managing product data, relevant to Salesforce Commerce Cloud implementations.
- PKI · Public Key Infrastructure
- A framework for managing digital certificates and public-key encryption. Salesforce uses PKI for HTTPS, SAML SSO, mutual TLS authentication, and connected app security.
- PLA · Pardot Lightning App
- The Lightning Experience interface for Marketing Cloud Account Engagement (Pardot) within the Salesforce platform.
- PLV · Picklist Value
- An individual selectable option within a Salesforce picklist field. Picklist values can be managed through global value sets or configured per field.
- PM · Permission Set / Product Manager
- In Salesforce admin context, a Permission Set is a collection of settings and permissions that extends a user's functional access beyond their profile. It is the preferred method for granting additional access.
- PMD · Programming Mistake Detector
- A static code analysis tool that identifies potential problems in code. Salesforce developers use PMD with Apex rules to enforce coding standards and detect common bugs.
- POC · Proof of Concept
- A demonstration or prototype that validates the feasibility of a proposed Salesforce solution before committing to full implementation.
- PRM · Partner Relationship Management
- The practice and tools for managing partner channels, supported by Salesforce Experience Cloud partner portals.
- PSG · Permission Set Group
- A bundle of permission sets that can be assigned to users as a single unit, simplifying access management. PSGs can also include muting permission sets to suppress specific permissions.
- PURLS · Personalized URLs
- Unique URLs generated for individual recipients in marketing campaigns to track engagement and personalize landing pages.
- PWA · Progressive Web App
- A web application that uses modern web capabilities to deliver app-like experiences, supported in Experience Cloud.
Q
- QA · Quality Assurance
- The process of systematically testing and verifying that a software implementation meets requirements. QA is a critical phase in Salesforce deployment pipelines.
- QL · Query Language
- A language used to make queries against a database. In Salesforce, SOQL and SOSL are the primary query languages.
R
- RAG · Retrieval Augmented Generation
- An AI technique that enhances LLM responses by first retrieving relevant information from a knowledge base before generating an answer. Salesforce uses RAG in Agentforce and Einstein for grounding AI responses.
- RAML · RESTful API Modeling Language
- A YAML-based language for designing and documenting RESTful APIs. MuleSoft Anypoint Platform uses RAML for API-first design before building Salesforce integrations.
- RBAC · Role-Based Access Control
- A security model where access permissions are assigned based on a user's role within an organization. Salesforce's role hierarchy, profiles, and permission sets implement RBAC.
- RCA · Root Cause Analysis
- A problem-solving method used to identify the underlying reason for an issue. Essential in Salesforce troubleshooting when debugging automation failures or data quality problems.
- RCR · Record-Changed Row
- In the context of Bulk API, a record that has been modified during a bulk data operation. Tracking RCRs helps with data reconciliation after mass operations.
- REST · Representational State Transfer
- An architectural style for building web services that uses standard HTTP methods. The Salesforce REST API is the most commonly used API for building integrations and custom applications.
- RLP · Related List Page
- A dedicated page in Lightning Experience that displays all records in a related list with full filtering, sorting, and column customization capabilities.
- ROAS · Return on Advertising Spend
- A marketing metric measuring revenue generated per dollar spent on advertising.
- ROE · Rules of Engagement
- Defined guidelines for how sales and marketing teams interact with prospects and customers, often enforced through Salesforce territory management and lead assignment rules.
- ROI · Return on Investment
- A financial metric measuring the profitability of an investment relative to its cost. Salesforce Campaign ROI and analytics dashboards help measure the ROI of marketing and sales initiatives.
- ROX · Return on Experience
- A metric measuring the business value generated by investments in customer and employee experience.
- RPA · Robotic Process Automation
- Technology that uses software robots to automate repetitive tasks. MuleSoft RPA and Salesforce Flow can be combined to automate processes that span Salesforce and legacy systems without APIs.
- RSA · RSA Cryptosystem
- A public-key cryptographic algorithm widely used for secure data transmission. Salesforce uses RSA for certificate-based authentication, digital signatures, and JWT signing.
- RT · Record Type
- A Salesforce feature that allows different page layouts, picklist values, and business processes to be applied to the same object based on different use cases or categories.
- RTE · Rich Text Editor / Record-Triggered Event
- Either the rich text editing component in Salesforce for formatting text fields, or a record-triggered event in Flow that fires when records are created, updated, or deleted.
- RTIM · Real-Time Interaction Management
- A capability for managing and personalizing customer interactions in real time across channels.
S
- S2S · Salesforce to Salesforce
- A feature that enables record sharing between two separate Salesforce organizations through a connection. It allows partner companies to share leads, opportunities, and other records.
- SA · Solution Architecture
- The discipline of designing integrated solutions that meet business requirements using appropriate technology components.
- SaaS · Software as a Service
- A cloud delivery model where software is hosted by the provider and accessed by customers over the internet. Salesforce is one of the earliest and largest SaaS companies.
- SAL · Sales Accepted Lead
- A lead that has been reviewed and accepted by the sales team as worth pursuing, a key handoff point in the marketing-to-sales funnel.
- SAML · Security Assertion Markup Language
- An XML-based open standard for exchanging authentication and authorization data between an identity provider and a service provider. Salesforce supports SAML for single sign-on (SSO).
- SCM · Source Control Management
- The practice of tracking and managing changes to source code. Salesforce DX supports SCM by enabling source-driven development with Git version control.
- SCV · Service Cloud Voice
- A Salesforce feature that integrates telephony natively into the Service Console, providing real-time transcription, AI-powered recommendations, and unified agent experience across voice and digital channels.
- SDE · Shared Data Extension
- A Marketing Cloud Data Extension that is shared across multiple business units for common data access.
- SDK · Software Development Kit
- A collection of tools, libraries, and documentation for building applications on a specific platform. Salesforce provides SDKs for mobile development, Marketing Cloud, and Commerce Cloud.
- SDLC · Software Development Lifecycle
- The process of planning, developing, testing, and deploying software, applied to Salesforce customization projects.
- SDR · Sales Development Representative
- A sales role focused on outbound prospecting and qualifying leads. SDRs use Salesforce Sales Engagement to manage cadences, calls, and emails at scale.
- SFDC · Salesforce Dot Com
- A common abbreviation for Salesforce (the company), derived from its original domain salesforce.com. Widely used in community forums and documentation.
- SFDX · Salesforce Developer Experience
- The Salesforce DX toolset including the CLI, scratch orgs, and source-driven development workflows. SFDX modernizes the Salesforce development lifecycle with version control and CI/CD support.
- SFMC · Salesforce Marketing Cloud
- Salesforce's enterprise marketing platform for managing email marketing, mobile messaging, social media, advertising, and customer journey orchestration across B2B and B2C channels.
- SFTP · Secure File Transfer Protocol
- An encrypted file transfer protocol commonly used for automated data imports and exports with Marketing Cloud.
- SFXD · Salesforce Discord Community
- An unofficial community Discord server where Salesforce professionals discuss topics, share knowledge, and network.
- SIT · System Integration Testing
- A testing phase that verifies integrated systems work together correctly, critical in Salesforce integration projects.
- SKU · Stock Keeping Unit
- A unique identifier for a specific product variant. In Salesforce CPQ and Commerce Cloud, SKUs are mapped to Product records for pricing and order management.
- SLA · Service Level Agreement
- A commitment defining the expected level of service, including response and resolution times. Salesforce Entitlements and Milestone Tracking in Service Cloud enforce SLAs automatically.
- SLACK · Searchable Log of All Communication and Knowledge
- The original meaning of Slack, now a Salesforce-owned collaboration platform integrated with the Customer 360 platform.
- SLDS · Salesforce Lightning Design System
- Salesforce's CSS framework and design guidelines that provide a consistent look and feel for custom Lightning components and applications matching the Lightning Experience UI.
- SLR · Self-Lookup Relationship
- A lookup relationship on an object that points back to the same object, creating a parent-child hierarchy within a single object type.
- SME · Subject Matter Expert
- An individual with deep knowledge in a specific area. In Salesforce projects, SMEs provide domain expertise for requirements gathering and solution design.
- SML · Salesforce Merge Language
- A syntax used in Salesforce to insert dynamic field values into email templates, formulas, and other text content.
- SOA · Service-Oriented Architecture
- An architectural style where applications expose functionality as reusable services. MuleSoft's API-led connectivity approach is a modern evolution of SOA principles for Salesforce integrations.
- SOAP · Simple Object Access Protocol
- An XML-based messaging protocol for exchanging structured information between web services. Salesforce provides SOAP API (Enterprise and Partner WSDLs) for integration.
- SOC · System and Organization Controls
- An auditing framework for service organizations that validates security, availability, and processing integrity. Salesforce maintains SOC 1, SOC 2, and SOC 3 compliance certifications.
- SOGAF · Salesforce Operating Governance and Architecture Framework
- A comprehensive governance framework for managing Salesforce implementations at enterprise scale.
- SOM · Salesforce Order Management
- A Salesforce product for managing the complete order lifecycle from capture through fulfillment, payment, and returns, with pre-built integrations to Commerce Cloud.
- SOQL · Salesforce Object Query Language
- A query language similar to SQL used to search Salesforce data. SOQL queries retrieve records from a single object or related objects through relationship queries.
- SOSL · Salesforce Object Search Language
- A search language that performs text searches across multiple objects simultaneously, unlike SOQL which queries one object at a time. SOSL uses the Salesforce search index for faster full-text searches.
- SOW · Statement of Work
- A formal document that defines the scope, deliverables, timeline, and costs of a Salesforce implementation project.
- SP · Service Provider
- In SSO context, the application that relies on an identity provider for authentication. When using SSO, Salesforce acts as a service provider that trusts the external identity provider's assertions.
- SPF · Sender Policy Framework
- An email authentication method that specifies which mail servers are authorized to send email on behalf of a domain. SPF records must include Salesforce's mail servers for email deliverability.
- SPM · Sales Performance Management
- A set of tools and processes for managing sales team performance, including territory management, incentive compensation, and quota management within Salesforce.
- SQL · Structured Query Language
- A standard programming language for managing relational databases. While Salesforce uses SOQL instead of standard SQL, SQL knowledge helps with Data Cloud SQL queries and external database integrations.
- SRM · Sharing Rule Manager
- The Setup interface where admins create and manage sharing rules that extend record access beyond OWDs based on criteria or record ownership.
- SSJS · Server-Side JavaScript
- JavaScript executed on the server within Marketing Cloud for advanced scripting in Cloud Pages and automations.
- SSO · Single Sign-On
- An authentication scheme that allows users to log in once with one set of credentials and gain access to multiple applications. Salesforce supports SSO via SAML, OpenID Connect, and OAuth.
- SSOT · Single Source of Truth
- The practice of storing each data element in exactly one authoritative location, a key principle in Salesforce data architecture.
- SSP · Salesforce Success Plan
- A tiered support offering from Salesforce (Standard, Premier, Signature) that provides varying levels of technical support, guidance, and proactive services.
- STO · Send Time Optimization
- An Einstein AI feature in Marketing Cloud that determines the optimal time to send emails to each subscriber.
T
- TA · Technical Architecture
- The discipline of designing the technical infrastructure, integrations, and platform configurations for Salesforce solutions.
- TAM · Technical Account Manager
- A Salesforce support resource assigned to Premier and Signature Success Plan customers who provides proactive guidance, technical expertise, and escalation management.
- TAT · Turnaround Time
- The time taken to complete a process from start to finish. In Service Cloud, TAT is tracked for cases, work orders, and SLA milestones.
- TBID · Trailblazer ID
- A unique identifier for a Salesforce Trailblazer community member, used across Trailhead, community forums, and events.
- TCP · Tableau CRM Platform
- Formerly known as Einstein Analytics and now called CRM Analytics, it provides AI-powered analytics and visualization capabilities natively within Salesforce.
- TCV · Total Contract Value
- The total monetary value of a customer contract over its full term, including all recurring and one-time charges. Tracked in Salesforce Opportunities and CPQ.
- TDTM · Table-Driven Trigger Management
- A trigger management framework originally from NPSP/EDA that allows admins to control trigger execution through configuration records rather than code changes.
- TLS · Transport Layer Security
- A cryptographic protocol that provides secure communication over a network. Salesforce requires TLS 1.2 or higher for all API connections and web traffic.
- TOGAF · The Open Group Architecture Framework
- An enterprise architecture methodology sometimes referenced in Salesforce architecture planning.
- TTL · Time to Live
- A mechanism that limits the lifespan of data or tokens. In Salesforce Platform Cache, TTL defines how long cached data persists before expiring.
U
- UAT · User Acceptance Testing
- The final phase of testing where end users validate that the Salesforce solution meets business requirements before go-live. UAT is typically performed in a sandbox environment.
- UE · Unlimited Edition
- The highest standard Salesforce CRM edition, offering unlimited customization, storage, and premier support features.
- UI · User Interface
- The visual elements through which users interact with Salesforce, including page layouts, Lightning pages, components, and navigation. Lightning Experience is Salesforce's current UI framework.
- UPN · Universal Process Notation
- A notation system for documenting business processes, sometimes used in Salesforce business analysis.
- URI · Uniform Resource Identifier
- A string that identifies a resource on the internet or within a system. Salesforce API endpoints and OAuth callback URLs are defined as URIs.
- URL · Uniform Resource Locator
- A specific type of URI that provides the location of a web resource. Salesforce record URLs, API endpoints, and Experience Cloud site addresses are all URLs.
- UTAM · UI Test Automation Model
- An open-source framework by Salesforce for creating reusable page objects for testing Lightning Web Components.
- UUID · Universally Unique Identifier
- A 128-bit identifier used to uniquely identify records across systems. While Salesforce uses 15/18-character IDs natively, external integrations often use UUIDs for cross-system record correlation.
- UX · User Experience
- The overall experience a user has when interacting with Salesforce, encompassing usability, accessibility, performance, and design. Good UX drives user adoption and productivity.
V
- VAC · Visitor Association Change
- An event in Marketing Cloud Personalization that occurs when an anonymous visitor is associated with a known identity.
- VC · Version Control
- The practice of tracking and managing changes to code and configuration, essential for Salesforce DevOps workflows.
- VF · Visualforce
- Salesforce's legacy server-side web framework for building custom user interfaces using a tag-based markup language. While still supported, Salesforce recommends Lightning Web Components for new development.
- VLT · Value Layer Token
- In Salesforce SLDS, design tokens are named entities that store visual design attributes. While not an official acronym, tokens are central to SLDS theming.
- VPC · Virtual Private Cloud
- An isolated section of a public cloud where resources run in a logically separated network. Salesforce Private Connect uses VPC peering for secure, private connectivity to Salesforce APIs.
- VPN · Virtual Private Network
- A secure, encrypted connection between a user's device and a private network. VPN may be required for Salesforce users accessing orgs with IP restriction login policies from remote locations.
W
- W2C · Web-to-Case
- A Salesforce feature that automatically creates Case records from data submitted through a web form, enabling customers to submit support requests through a website.
- W2L · Web-to-Lead
- A Salesforce feature that automatically creates Lead records from data submitted through a web form, enabling online lead capture without custom development.
- WAC · Web Analytics Connector
- A Marketing Cloud Personalization feature that connects web analytics data with real-time personalization.
- WFR · Workflow Rule
- A legacy automation tool in Salesforce that evaluates records and triggers actions like email alerts, field updates, and outbound messages. Replaced by Flow for new automation.
- WSDL · Web Services Description Language
- An XML format that describes web service endpoints, operations, and message formats. Salesforce provides Enterprise WSDL and Partner WSDL for SOAP API integration.
X
- XML · Extensible Markup Language
- A markup language for encoding documents in a human-readable and machine-readable format. Salesforce metadata, SOAP API payloads, and package.xml manifest files use XML.
- XSS · Cross-Site Scripting
- A security vulnerability where malicious scripts are injected into web pages. Salesforce provides built-in XSS protection in Lightning components and enforces encoding in Visualforce.
Y
- YAML · YAML Ain't Markup Language
- A human-readable data serialization language commonly used for configuration files. CI/CD pipeline configurations for Salesforce deployments (e.g., GitHub Actions) are typically written in YAML.
- YOY · Year Over Year
- A method of evaluating performance by comparing current period results to the same period in the previous year.