Salesforce Acronyms

A security process requiring two different authentication factors to verify identity before granting access to Salesforce.

Example Use Case

An admin enables 2FA in Salesforce to require users to enter a verification code from their authenticator app in addition to their password.

A strategic marketing approach that focuses resources on a specific set of target accounts. Salesforce and Marketing Cloud Account Engagement (Pardot) support ABM strategies.

Example Use Case

A marketing team uses Salesforce ABM features to coordinate personalized campaigns targeting their top 50 enterprise accounts with tailored content.

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.

Example Use Case

Administrators review ACLs when troubleshooting why a user cannot view or edit specific records in Salesforce.

The annualized revenue value of a customer contract, commonly tracked in Salesforce Opportunities and CPQ. Used in SaaS business reporting and forecasting.

Example Use Case

A sales rep enters the ACV of a multi-year deal in the Opportunity's Amount field so that the forecasting report accurately reflects annualized revenue.

The time an agent spends on wrap-up tasks after completing a customer interaction in Service Cloud, such as updating case notes or dispositioning.

Example Use Case

A contact center manager monitors ACW duration in Omni-Channel Supervisor to identify agents who may need additional training on post-call documentation.

A sales role responsible for managing and closing deals with prospective or existing customers. In Salesforce, AEs are typically assigned as Opportunity owners.

Example Use Case

An AE uses Salesforce Sales Cloud to track all their opportunities through the pipeline from qualification to closed-won.

Salesforce's platform for building, deploying, and managing autonomous AI agents that can take actions across Salesforce applications using the Atlas Reasoning Engine.

Example Use Case

A company deploys an Agentforce service agent that autonomously handles routine customer inquiries by looking up order status and processing simple returns.

A key contact center metric measuring the average duration of a customer interaction, including hold time and after-call work.

Example Use Case

A Service Cloud manager tracks AHT in reports to measure agent efficiency and identify coaching opportunities.

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.

Example Use Case

Salesforce AI powers Einstein Lead Scoring to automatically rank leads based on their likelihood to convert.

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.

Example Use Case

A developer uses the Salesforce AJAX Toolkit to build a custom button that updates multiple records without a full page reload.

The process of managing a software application from initial planning through development, testing, deployment, and maintenance. Salesforce provides tools like DevOps Center for ALM.

Example Use Case

A Salesforce team uses ALM best practices to move metadata changes from a developer sandbox through QA and into production via change sets.

The centralized management console in MuleSoft's Anypoint Platform used to monitor, manage, and govern APIs and integrations across environments.

Example Use Case

An integration architect uses AMC to monitor API performance metrics and set up alerts for failing MuleSoft integrations with Salesforce.

A geographic designation used in Salesforce for the North and South American markets. Relevant for Salesforce instance locations, support regions, and event planning.

Example Use Case

A Salesforce admin verifies their org is hosted on an AMER instance (e.g., NA44) when troubleshooting region-specific maintenance windows.

MuleSoft's monitoring and analytics tool within Anypoint Platform that provides dashboards, alerts, and log aggregation for API and integration performance monitoring.

Example Use Case

An integration team uses AMP to set up alerts when API response times for Salesforce-connected APIs exceed acceptable thresholds.

A Marketing Cloud Account Engagement (Pardot) setting that allows multiple prospect records to share the same email address.

Example Use Case

A B2B company enables AMPSEA in Pardot so that the same contact email can be associated with multiple business units.

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.

Example Use Case

When a customer calls support, ANI identifies their phone number and automatically displays their Account and Case history to the agent.

A commerce metric calculating the average dollar amount spent per order, commonly tracked in Salesforce Commerce Cloud.

Example Use Case

A Commerce Cloud merchandiser analyzes AOV trends to determine whether bundling promotions are increasing per-order revenue.

A geographic designation for Asia-Pacific markets in Salesforce. Relevant for instance locations, data residency, and support coverage in the Asia-Pacific region.

Example Use Case

A company with APAC operations ensures their Salesforce instance is hosted in an APAC data center to comply with local data residency requirements.

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.

Example Use Case

A developer writes an Apex trigger that validates a discount percentage on an Opportunity line item and prevents saving if it exceeds the rep's authorized limit.

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.

Example Use Case

A developer uses the Salesforce REST API to build a custom mobile app that reads and writes Salesforce data.

MuleSoft's unified integration platform that combines API design, development, management, and monitoring capabilities for connecting Salesforce with external systems.

Example Use Case

An enterprise uses APT to design, build, and manage APIs that sync customer data between Salesforce and their ERP system.

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.

Example Use Case

A financial advisor uses ARC to visualize the complex household and business relationships of a high-net-worth client.

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.

Example Use Case

The Atlas Reasoning Engine enables an Agentforce sales agent to analyze a customer's purchase history, identify upsell opportunities, and draft a personalized email.

The total annual revenue from active subscriptions, a critical SaaS metric. Salesforce Revenue Cloud and CPQ help track and calculate ARR.

Example Use Case

A finance team uses a Salesforce report to calculate total ARR by summing the annualized values of all active subscription Opportunities.

Technology that converts spoken language into text. Used in Service Cloud Voice and Einstein Conversation Insights to transcribe customer calls in real time.

Example Use Case

ASR powers real-time call transcription in Service Cloud Voice, allowing supervisors to monitor conversations as they happen.

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.

Example Use Case

A manufacturer uses Salesforce B2B Commerce to let distributors browse product catalogs, view negotiated pricing, and place bulk orders online.

An analytics app within Marketing Cloud Account Engagement that provides reporting dashboards for B2B marketing performance.

Example Use Case

A marketing manager reviews B2B MA dashboards to track pipeline influence and campaign ROI across all Pardot campaigns.

A commerce model where businesses sell products or services directly to individual consumers. Salesforce B2C Commerce (formerly Commerce Cloud Digital) powers consumer-facing storefronts.

Example Use Case

A retail brand uses Salesforce B2C Commerce to manage their online store, including product pages, shopping cart, and checkout.

A professional who analyzes business processes and requirements to bridge the gap between stakeholders and technical teams in Salesforce projects.

Example Use Case

The BA gathers requirements from sales leadership and translates them into user stories for the Salesforce development team.

A sales qualification framework used to assess whether a prospect is ready to buy. Salesforce fields and lead scoring models often incorporate BANT criteria.

Example Use Case

An SDR qualifies leads using BANT criteria recorded in custom Salesforce fields before converting them to Opportunities for the sales team.

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.

Example Use Case

An admin enables Compliance BCC in Salesforce to archive all outbound emails to a compliance mailbox for regulatory audit purposes.

A sales role focused on generating qualified leads and scheduling meetings for Account Executives. BDRs typically work heavily in Salesforce tracking outbound prospecting activities.

Example Use Case

A BDR uses Salesforce Sales Engagement (High Velocity Sales) cadences to systematically contact prospects and log their activities.

A payment option allowing customers to purchase products and pay in installments, supported in Salesforce Commerce Cloud.

Example Use Case

A Commerce Cloud storefront integrates BNPL options at checkout to increase conversion rates on high-value orders.

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.

Example Use Case

An architect maps out a complex order fulfillment process using BPMN principles before building it in Salesforce Flow Orchestration.

A formal document that outlines the business needs, objectives, and requirements for a Salesforce implementation or enhancement project.

Example Use Case

Before starting a Sales Cloud implementation, the consultant creates a BRD that documents the client's lead-to-cash process requirements.

Software systems used by telecommunications companies to manage business operations like billing and order management.

Example Use Case

A telecom company uses Salesforce Industries with BSS integration to manage subscriber billing and service provisioning.

An organizational division within Marketing Cloud or Pardot that allows separate management of marketing assets, users, and campaigns.

Example Use Case

A global company sets up separate Marketing Cloud BUs for each region so that each team manages their own email sends and subscriber lists.

A Salesforce Shield encryption feature that allows customers to manage their own encryption key material rather than relying on Salesforce-managed keys.

Example Use Case

A healthcare organization uses BYOK with Salesforce Shield Platform Encryption to maintain full control over their encryption keys for HIPAA compliance.

A Data Cloud capability allowing organizations to connect their existing data lake storage to Salesforce without moving the data.

Example Use Case

A company uses BYOL with Data Cloud to query their Snowflake data lake directly from Salesforce without duplicating terabytes of data.

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.

Example Use Case

A retailer implements Customer 360 to unify purchase history, support interactions, and marketing engagement into a single customer profile.

A former Salesforce product name for audience segmentation and activation capabilities, now part of Data Cloud.

Example Use Case

A marketer uses Data Cloud audience segments (formerly CA360) to create targeted campaign audiences based on unified customer profiles.

The total cost of acquiring a new customer, including marketing and sales expenses. Salesforce Campaign and Opportunity data helps calculate CAC.

Example Use Case

A marketing analyst uses Salesforce reports to calculate CAC by dividing total campaign spend by the number of new customers attributed to those campaigns.

Canadian legislation regulating commercial electronic messages, requiring explicit consent before sending marketing emails.

Example Use Case

A Salesforce admin configures Marketing Cloud opt-in workflows to ensure CASL compliance for all Canadian prospect communications.

Actions in Marketing Cloud Account Engagement that execute only when a prospect meets specified criteria upon form submission.

Example Use Case

A marketer sets up a CCA on a Pardot form to auto-assign prospects to a specific campaign only if they select Enterprise as their company size.

A California state privacy law giving consumers rights over their personal data, requiring businesses to provide data access and deletion options.

Example Use Case

A Salesforce admin uses Privacy Center to automate CCPA data deletion requests from California-based customers.

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.

Example Use Case

An architect configures CDC on the Account object so that any changes in Salesforce are instantly streamed to the company's data warehouse.

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.

Example Use Case

Salesforce leverages CDN infrastructure to ensure that Lightning Experience pages load quickly for users across the globe.

A platform that unifies customer data from multiple sources into a single, coherent customer profile. Salesforce Data Cloud (formerly Salesforce CDP) serves this function.

Example Use Case

A marketing team uses Salesforce Data Cloud (CDP) to combine website browsing data, email engagement, and CRM records into unified customer profiles for segmentation.

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.

Example Use Case

Data Cloud's core data services process and unify millions of customer interaction records from multiple sources into unified individual profiles.

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.

Example Use Case

A support team sends a CES survey after case closure using Salesforce Surveys to identify processes that are too cumbersome for customers.

A collaboration space within Salesforce Chatter where users can post updates, share files, and discuss topics. Groups can be public, private, or unlisted.

Example Use Case

A product team creates a private Chatter Group to discuss upcoming feature releases and share design documents without email clutter.

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.

Example Use Case

A development team sets up a CI/CD pipeline using GitHub Actions and the Salesforce CLI to automatically validate and deploy changes to their production org.

A Data Cloud object that stores pre-computed metrics and aggregations derived from unified customer data.

Example Use Case

A data analyst creates a Calculated Insight in Data Cloud to compute lifetime purchase frequency for each customer profile.

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.

Example Use Case

A developer uses 'sf project deploy start' from the CLI to push local metadata changes to a Salesforce scratch org.

The process of managing contracts from creation through execution, compliance, and renewal. Salesforce offers CLM capabilities through CPQ and partner solutions.

Example Use Case

A legal team uses CLM in Salesforce to automate contract generation, track approval workflows, and set up renewal reminders 90 days before expiration.

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.

Example Use Case

A company builds a CRM Analytics dashboard that calculates CLV for each customer segment to inform retention investment decisions.

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.

Example Use Case

An architect uses CMDT to store configuration settings like tax rates and routing rules that need to be deployable across environments via change sets.

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.

Example Use Case

A marketing manager uses Salesforce CMS to create and publish FAQ articles and banner images on the company's Experience Cloud customer portal.

A security HTTP header that controls how a document can be opened by cross-origin windows, used in Salesforce web security configurations.

Example Use Case

A developer configures COOP headers on their Salesforce Experience Cloud site to prevent cross-origin popup attacks.

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.

Example Use Case

An admin adds a custom web app's domain to the Salesforce CORS allowlist so it can make JavaScript API calls to the Salesforce org.

A Salesforce product that helps sales teams configure complex products, apply pricing rules and discounts, and generate professional quotes directly within Salesforce.

Example Use Case

A sales rep uses Salesforce CPQ to build a quote with tiered volume discounts and bundled products, then sends a branded PDF quote to the customer.

The four basic data operations in Salesforce, similar to CRUD. Salesforce documentation sometimes uses CRED instead of CRUD.

Example Use Case

When setting up profiles, an admin configures CRED permissions for each object to control what users can do with records.

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.

Example Use Case

A sales team uses Salesforce CRM to track leads, manage opportunities, and forecast revenue across the entire sales pipeline.

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.

Example Use Case

An admin grants the Marketing team Read and Create permissions on the Campaign object but restricts Delete access to prevent accidental data loss.

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.

Example Use Case

After closing a support case, an automated survey collects a CSAT score which is stored on the Case record and reported in a Service Cloud dashboard.

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.

Example Use Case

A developer adds an external JavaScript library's domain to the CSP Trusted Sites list in Salesforce Setup so it can be loaded in a Lightning component.

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.

Example Use Case

A developer writes custom CSS in a Lightning Web Component to match the company's brand colors and typography guidelines.

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.

Example Use Case

An admin prepares a CSV file of 10,000 Account records and uses Data Loader to bulk-import them into Salesforce.

The highest-level Salesforce certification, recognizing mastery of platform architecture, design patterns, and enterprise solution design. It requires passing a review board evaluation.

Example Use Case

A senior architect pursues the CTA certification to validate their expertise in designing complex, multi-cloud Salesforce solutions for enterprise clients.

Technology that integrates telephone systems with computer applications. Salesforce Open CTI allows developers to build softphone integrations that work within the Salesforce console.

Example Use Case

A call center uses CTI to display an incoming caller's Salesforce record as a screen pop, giving the agent instant context about the customer.

The percentage of recipients who click a link in an email or ad, a key engagement metric in Marketing Cloud.

Example Use Case

A Marketing Cloud analyst compares CTR across email variants in an A/B test to determine which subject line drives more engagement.

The standard January-to-December year period, used in Salesforce for fiscal year settings when a company follows a calendar year.

Example Use Case

An admin sets the fiscal year in Salesforce Company Information to CY so that quarterly forecasts align with January-December periods.

A commerce model where brands sell directly to end consumers without intermediaries. Salesforce B2C Commerce and Marketing Cloud support D2C strategies.

Example Use Case

A consumer goods brand launches a D2C storefront on Salesforce B2C Commerce to sell directly to customers while using Marketing Cloud for personalized campaigns.

A data structure used in Data Cloud to represent the flow and dependencies of data transformations. Data Cloud uses DAGs in data pipeline orchestration.

Example Use Case

A data engineer reviews the DAG visualization in Data Cloud to understand the dependency chain of their data model objects and calculated insights.

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.

Example Use Case

A marketing team uses DAM in Marketing Cloud to store approved brand images and templates for use across email campaigns and landing pages.

The authoritative data source for a particular type of information within an organizations integrated systems.

Example Use Case

During a Salesforce integration project, the architect designates Salesforce as the DBOR for customer contact information while ERP remains the DBOR for invoicing.

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.

Example Use Case

A retail company connects website clickstream data, POS transactions, and CRM records in Data Cloud to build real-time customer segments for personalized marketing.

A table within Marketing Cloud that stores subscriber or relational data, similar to a database table.

Example Use Case

A Marketing Cloud developer creates a Data Extension to store event registration data and uses it to send personalized confirmation emails.

Salesforces annual flagship conference held in San Francisco, featuring keynotes, sessions, demos, and networking for the Salesforce community.

Example Use Case

A Salesforce admin attends Dreamforce to learn about upcoming platform features and earn certification maintenance credits.

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.

Example Use Case

A contact center assigns DID numbers to premium support agents so VIP customers can reach them directly without navigating a phone menu.

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.

Example Use Case

An admin configures DKIM keys in Salesforce Setup so that outbound emails from the org pass authentication checks and avoid being flagged as spam.

A Data Cloud object type that stores raw ingested data from external sources before it is mapped and harmonized.

Example Use Case

A data engineer reviews DLOs in Data Cloud to troubleshoot why certain records from the S3 data stream are not mapping to the unified profile.

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.

Example Use Case

A financial services company implements DLP policies to prevent agents from exporting reports containing customer Social Security numbers from Salesforce.

A popular open-source Salesforce app that enables rollup summary calculations across lookup relationships without code.

Example Use Case

An admin installs DLRS to count the number of open Cases on each Account, which is not possible with standard rollup summary fields on lookup relationships.

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.

Example Use Case

An IT team configures DMARC DNS records to instruct receiving mail servers to reject emails that fail SPF or DKIM checks for their Salesforce sending domain.

Operations in Apex and SOQL that modify Salesforce data: insert, update, upsert, delete, undelete, and merge. DML operations are subject to governor limits.

Example Use Case

A developer uses a DML insert statement in Apex to create new Contact records as part of an automated lead conversion process.

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.

Example Use Case

An admin maps incoming contact data from multiple sources to the Individual DMO in Data Cloud to create unified customer profiles.

A platform for collecting, organizing, and activating audience data for targeted advertising, formerly part of Salesforce Audience Studio.

Example Use Case

A digital advertising team uses their DMP to create audience segments from website visitor data and sync them to ad platforms for retargeting.

A unique number assigned to a specific telephone line or extension within a telephony system. Used in CTI and Service Cloud Voice configurations.

Example Use Case

An admin maps DNs to Salesforce users in the CTI configuration so that incoming calls are correctly routed to the right agent's softphone.

A prospect field in Marketing Cloud Account Engagement (Pardot) that prevents all marketing emails from being sent to that prospect.

Example Use Case

When a prospect requests to stop receiving emails, the Pardot admin checks the DNE flag to ensure they are excluded from all future email sends.

A telephony feature that identifies which number was dialed by the caller, allowing the system to route calls differently based on the number dialed.

Example Use Case

A company uses DNIS to distinguish between calls to their sales line versus support line and route them to the appropriate Omni-Channel queue in Salesforce.

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.

Example Use Case

An admin creates a CNAME DNS record to map their company's custom domain to their Salesforce Experience Cloud site.

A browser setting or prospect preference indicating they do not wish to be tracked for marketing purposes.

Example Use Case

A Marketing Cloud admin configures tracking pixel settings to respect DNT browser signals in compliance with privacy regulations.

A Salesforce tool that provides a UI-based experience for managing source-driven development, change tracking, and deployments.

Example Use Case

A release manager uses DevOps Center to track which metadata changes are in each work item and promote them from dev sandbox to staging.

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.

Example Use Case

A Salesforce development team tracks DORA metrics to measure how quickly they can deploy changes from development to production reliably.

The use of technology to automate business processes and workflows digitally. Salesforce Flow, Flow Orchestration, and MuleSoft Composer are Salesforce's DPA tools.

Example Use Case

An admin uses Salesforce Flow to automate the entire employee onboarding process, from account provisioning to equipment ordering.

A configuration in Salesforce Connect that defines the connection to an external data source for external objects.

Example Use Case

An admin creates a DSO to connect Salesforce to an external SAP OData endpoint so that order data appears as external objects in Salesforce.

An advertising technology platform used to buy digital ad inventory programmatically.

Example Use Case

A marketing team integrates their DSP with Salesforce Marketing Cloud to sync audience segments for programmatic ad campaigns.

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.

Example Use Case

A customer presses DTMF keys on their phone to navigate the IVR menu before being routed to a Salesforce Service Cloud agent.

The former name of Marketing Cloud Intelligence, a marketing analytics and reporting platform acquired by Salesforce.

Example Use Case

A marketing analyst uses Marketing Cloud Intelligence (formerly Datorama) to unify campaign performance data from multiple ad platforms into a single dashboard.

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.

Example Use Case

A developer uses Salesforce DX to create a scratch org, build a Lightning Web Component locally, push it to the scratch org, and run automated tests.

Refers to a complete process from beginning to finish. In Salesforce, E2E often describes full business process automation from lead capture to order fulfillment.

Example Use Case

A consultant designs an E2E lead-to-cash process in Salesforce covering lead capture, qualification, opportunity management, quoting, and order fulfillment.

The practice of designing and managing an organizations overall technology landscape to align with business strategy.

Example Use Case

The EA team reviews the Salesforce integration architecture to ensure it fits within the companys overall technology roadmap and data governance policies.

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.

Example Use Case

With EAC enabled, a sales rep's email exchanges with a prospect are automatically visible on the Contact's activity timeline without needing to log them manually.

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.

Example Use Case

An architect designs an EAI strategy using MuleSoft to synchronize customer data between Salesforce, SAP, and a custom billing system.

A Sales Cloud feature (part of Einstein Conversation Insights) that analyzes recorded sales calls to surface coaching insights.

Example Use Case

A sales manager reviews ECC insights to identify which reps are spending too much time on pricing discussions versus discovery questions.

A CDN specifically optimized for delivering embedded content like videos and rich media within applications.

Example Use Case

A company uses eCDN to efficiently stream training videos within their Salesforce Experience Cloud employee portal.

An AI-powered feature that analyzes sales call and video recordings to identify trends, mentions of competitors, and coaching opportunities.

Example Use Case

A sales director uses ECI dashboards to see which competitors are mentioned most frequently in recorded discovery calls across the team.

An AI-powered feature that analyzes service transcripts and conversations to identify common topics and intents, helping build and improve Einstein Bot dialogues.

Example Use Case

A service manager uses Einstein Conversation Mining to discover that 30% of chat conversations are about order status, then creates a bot intent to handle them.

A Marketing Cloud AI feature that automatically selects the most relevant content for each email recipient based on their engagement history.

Example Use Case

A marketer uses ECS in their newsletter template so each subscriber automatically sees the product images most likely to drive clicks based on past behavior.

A managed package that provides a data model and framework for higher education institutions to manage student, faculty, and institutional data in Salesforce.

Example Use Case

A university implements EDA to track student enrollment, academic programs, course connections, and advising relationships in Salesforce.

A Salesforce edition that includes advanced CRM functionality, web services API access, and customization features for mid-to-large businesses.

Example Use Case

A growing company upgrades from Professional to Enterprise Edition to gain access to workflow automation and custom API integrations.

A Marketing Cloud AI feature that analyzes optimal email send frequency to avoid subscriber fatigue.

Example Use Case

A marketer reviews EEF recommendations to reduce email frequency for subscribers showing signs of fatigue, improving overall deliverability and engagement.

An AI feature in Sales Cloud that surfaces email engagement intelligence such as sentiment and recommended actions.

Example Use Case

A sales rep receives an EEI notification highlighting that a key prospects email tone has shifted negative, prompting immediate outreach.

A unique identifier for a Salesforce organization or user within the Salesforce enterprise ecosystem.

Example Use Case

An admin references the EID when opening a support case with Salesforce to help the support team quickly locate the correct org.

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.

Example Use Case

A data engineer uses an ELT approach to load raw web analytics data into Salesforce Data Cloud, where it is then transformed and unified with CRM records.

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.

Example Use Case

A security team uses Event Monitoring to detect a spike in report exports by a specific user and investigate potential data exfiltration.

A geographic designation for the European, Middle Eastern, and African markets. Relevant for Salesforce instance locations, GDPR compliance, and regional support.

Example Use Case

An admin ensures their European users' data is stored on an EMEA Salesforce instance to comply with GDPR data residency requirements.

A Salesforce service that delivers platform event notifications to external systems via webhook-style callbacks.

Example Use Case

A developer configures ENS to push real-time order status change notifications from Salesforce Platform Events to an external logistics system.

A page where email subscribers can manage their communication preferences and subscription topics.

Example Use Case

A Marketing Cloud admin builds an EPC so subscribers can choose which email categories they want to receive instead of unsubscribing entirely.

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.

Example Use Case

An admin creates an EPD in Einstein Prediction Builder to predict the likelihood of a Case being escalated based on historical case data.

Salesforce features for managing and protecting personal data in compliance with privacy regulations.

Example Use Case

An admin enables EPIM settings to give users more control over how their personal information is stored and shared within the Salesforce org.

A performance metric measuring how long it takes for a Lightning page to become interactive from the users perspective.

Example Use Case

A developer monitors EPT metrics in the Lightning Usage App to identify which custom components are causing slow page load times.

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.

Example Use Case

An architect creates an ERD to document the custom data model, showing how custom objects relate to Accounts, Contacts, and Opportunities.

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.

Example Use Case

A company integrates Salesforce with their ERP system so that when an Opportunity is closed-won, a sales order is automatically created in the ERP.

A Marketing Cloud Account Engagement (Pardot) tool for building automated, branching nurture programs based on prospect behavior.

Example Use Case

A demand gen marketer builds an Engagement Studio program that sends different email sequences based on whether prospects opened previous emails.

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.

Example Use Case

An enterprise replaces their legacy ESB with MuleSoft to create a more flexible, API-led integration architecture connecting Salesforce to backend systems.

A company or platform that provides email sending infrastructure and deliverability services.

Example Use Case

Salesforce Marketing Cloud acts as the ESP for a company, handling all transactional and marketing email delivery at scale.

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.

Example Use Case

A consultant uses an ETL tool like Informatica to extract legacy CRM data, transform field mappings and clean up duplicates, then load the data into Salesforce.

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.

Example Use Case

A regulated financial institution enables Field Audit Trail on sensitive fields to maintain a 10-year audit history of changes to client account data.

A mechanism where email providers notify senders when recipients mark messages as spam, used for list hygiene.

Example Use Case

A Marketing Cloud deliverability specialist monitors FBL reports to identify and suppress recipients who are marking emails as spam.

A service metric measuring the percentage of customer issues resolved during the first interaction. Service Cloud reporting and Einstein Analytics track FCR rates.

Example Use Case

A support manager builds a Service Cloud dashboard tracking FCR rates to identify which issue categories require additional agent training.

An abbreviation used in the Salesforce ecosystem to reference products or features that have been renamed.

Example Use Case

Marketing Cloud Account Engagement (FKA Pardot) documentation often includes the old name to help users find relevant resources.

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.

Example Use Case

An admin uses FLS to hide the Social Security Number field from all users except those with the Compliance Manager permission set.

A three-month period in a companys fiscal year, used for financial reporting and forecasting in Salesforce.

Example Use Case

A sales manager filters the Forecasts page by FQ to review committed pipeline and quota attainment for the current fiscal quarter.

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.

Example Use Case

A wealth management firm uses FSC to track client financial accounts, household relationships, and financial goals in a unified advisor console.

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.

Example Use Case

A utility company uses FSL to schedule and dispatch technicians to customer locations, optimizing routes to reduce travel time between appointments.

A unit of measurement representing one full-time employee's workload. Used in Salesforce project planning and resource allocation for implementation teams.

Example Use Case

A project manager estimates that the Salesforce implementation will require 3 FTEs from the business side for requirements gathering and UAT over 12 weeks.

A standard network protocol used to transfer files between systems, often used in Marketing Cloud data imports.

Example Use Case

A Marketing Cloud admin configures an FTP location to automatically import daily subscriber data files from the companys data warehouse.

The 12-month period a company uses for financial reporting. Salesforce supports custom fiscal year configurations.

Example Use Case

An admin configures a custom fiscal year in Salesforce starting April 1 to match the companys financial reporting calendar.

The release stage at which a Salesforce feature is fully supported and available to all eligible customers, following pilot and beta phases.

Example Use Case

Salesforce announces that Dynamic Forms for standard objects has reached GA in the Spring release, meaning all orgs can now use it.

The process of comparing current business processes with desired future state capabilities. A key phase in Salesforce implementations to identify where customization is needed.

Example Use Case

During discovery, a consultant performs a gap analysis comparing the client's current processes with Salesforce OOB functionality to identify required customizations.

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.

Example Use Case

An admin configures the Individual object and consent fields in Salesforce to track customer data processing consent as required by GDPR.

The total value of merchandise sold through a commerce platform before deducting fees and returns.

Example Use Case

A Commerce Cloud executive reviews GMV dashboards to track overall marketplace sales performance during the holiday shopping season.

A browser-based signal that communicates a users privacy preferences to websites automatically.

Example Use Case

A Salesforce developer configures their Experience Cloud site to detect and honor GPC signals by suppressing non-essential tracking cookies.

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.

Example Use Case

Salesforce's Einstein GPT capabilities power features like auto-generated email drafts and case summaries within the Einstein Trust Layer.

In Salesforce AI, grounding is the process of anchoring AI-generated responses in factual, verifiable data from the customer's Salesforce org, preventing hallucinations.

Example Use Case

Agentforce grounds its responses in CRM data and Knowledge articles through the Einstein Trust Layer to ensure AI-generated answers are accurate and relevant.

A templating language used in Salesforce Marketing Cloud for dynamic content rendering in Cloud Pages.

Example Use Case

A Marketing Cloud developer uses GTL syntax in a Cloud Page to dynamically display personalized product recommendations for each visitor.

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.

Example Use Case

A startup defines their GTM strategy and configures Salesforce to track the entire funnel from marketing campaigns through lead conversion to closed deals.

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.

Example Use Case

Salesforce Lightning Experience provides a modern GUI with drag-and-drop page builders, making it easier for admins to customize the user interface.

A constraint of REST architecture where API responses include links to related resources. Salesforce REST API responses include URLs for navigating to related records.

Example Use Case

A developer follows HATEOAS links in Salesforce REST API responses to navigate from an Account to its related Opportunities without hardcoding endpoint URLs.

A US federal law establishing standards for protecting sensitive patient health information. Salesforce Health Cloud and Shield help healthcare organizations meet HIPAA requirements.

Example Use Case

A healthcare provider uses Salesforce Shield Platform Encryption and Health Cloud in a HIPAA-compliant configuration to manage patient records securely.

A Salesforce industry vertical encompassing healthcare, pharmaceuticals, medical devices, and life sciences. Health Cloud and Life Sciences Cloud serve this sector.

Example Use Case

A pharmaceutical company implements the HLS solutions in Salesforce to manage healthcare provider relationships, clinical trials, and patient engagement programs.

A merge language used in Marketing Cloud Account Engagement for personalizing email content with prospect data.

Example Use Case

A Pardot marketer uses HML tags like {{Recipient.FirstName}} in email templates to dynamically insert each prospects first name.

A physical computing device that safeguards and manages digital keys for encryption, used in Salesforce Shield.

Example Use Case

Salesforce Shield Platform Encryption uses HSMs to securely generate and store the tenant secrets used to encrypt customer data at rest.

A physical computing device that safeguards and manages cryptographic keys. Salesforce Shield uses HSMs to protect the master encryption keys used in Platform Encryption.

Example Use Case

Salesforce stores the master wrapping keys for Shield Platform Encryption in tamper-resistant HSMs to ensure the highest level of key security.

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.

Example Use Case

A developer writes HTML markup in a Lightning Web Component template to define the structure of a custom record detail card.

The foundational protocol for data communication on the web. All Salesforce API calls and web interactions use HTTP/HTTPS for secure communication.

Example Use Case

A developer makes an HTTP GET callout from Apex to retrieve weather data from an external API and display it on a Salesforce record page.

The former name of Sales Engagement, a Sales Cloud feature for automating outreach sequences and cadences.

Example Use Case

A sales development team uses Sales Engagement (FKA HVS) to automate multi-step email and call cadences for new inbound leads.

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.

Example Use Case

While Salesforce itself is SaaS, Heroku components may leverage underlying IaaS infrastructure from AWS to run custom application code.

The framework of policies and technologies ensuring the right individuals access the right resources at the right times.

Example Use Case

A security team implements IAM best practices in Salesforce by configuring SSO, MFA, permission sets, and IP restrictions.

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.

Example Use Case

A sales team uses Salesforce reports to identify accounts matching their ICP based on industry, employee count, and technology stack fields.

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.

Example Use Case

A developer uses VS Code with the Salesforce Extension Pack as their IDE to write Apex classes, create LWC components, and deploy metadata.

The process of confirming a users identity, used in Salesforce for customer verification in service scenarios.

Example Use Case

A Service Cloud agent uses Identity Verification flows to confirm a callers identity before discussing sensitive account details.

Records in Marketing Cloud Account Engagement that track individual prospect interactions with sent emails.

Example Use Case

A marketer examines IERs in Pardot to see exactly which links a specific prospect clicked in the latest nurture email.

In Salesforce context, IP commonly refers to Internet Protocol (for network configurations and trusted IP ranges) or Intellectual Property (for ISV/AppExchange package protection).

Example Use Case

An admin adds the company's office IP address ranges to Salesforce's Trusted IP Ranges to allow login without identity verification challenges.

The percentage of sent emails that successfully land in the recipients inbox rather than spam folder.

Example Use Case

A Marketing Cloud deliverability specialist monitors IPR to ensure their sender reputation is maintaining high inbox placement across major email providers.

The body that publishes international standards, including country and currency codes used in Salesforce multi-currency and locale settings.

Example Use Case

An admin configures Salesforce multi-currency using ISO 4217 currency codes (USD, EUR, GBP) in the Currency Settings page.

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.

Example Use Case

An ISR uses Salesforce Sales Engagement cadences to manage their daily outreach to 50+ prospects through a mix of calls and emails.

An international certification body for software testing professionals, relevant to QA practices in Salesforce projects.

Example Use Case

A Salesforce QA engineer earns ISTQB certification to apply structured testing methodologies to their regression test suites.

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.

Example Use Case

An ISV partner develops a document generation app as a managed package and lists it on the Salesforce AppExchange for other organizations to install.

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.

Example Use Case

Data Cloud's identity resolution engine matches email addresses, phone numbers, and loyalty IDs across data streams to create a single unified customer profile.

A random value used in encryption algorithms to ensure that identical plaintext values produce different ciphertext. Used internally by Salesforce Shield Platform Encryption.

Example Use Case

Salesforce Shield Platform Encryption uses unique IVs for each encryption operation to prevent pattern detection in encrypted field data.

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.

Example Use Case

A company configures an IVR to let customers check their order status by entering their order number before optionally being transferred to a live Salesforce agent.

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.

Example Use Case

A developer writes JavaScript controller logic in a Lightning Web Component to handle user interactions and call Apex methods on the server.

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.

Example Use Case

A developer parses a JSON response body from a Salesforce REST API query to extract Account records in an external application.

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.

Example Use Case

A backend service uses the JWT bearer OAuth flow to authenticate with Salesforce and access API resources without requiring a user to log in interactively.

A methodology for integrating knowledge creation and maintenance into the support workflow, supported by Salesforce Knowledge.

Example Use Case

A Service Cloud team adopts KCS practices by having agents create and update Knowledge articles directly while resolving cases.

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.

Example Use Case

Salesforce Shield uses a KDF to derive unique per-record encryption keys from the tenant secret and master key for Platform Encryption.

Salesforce Shields service for managing encryption keys including key rotation and destruction.

Example Use Case

An admin uses the Shield KMS to rotate tenant secrets quarterly as part of the organizations data security compliance requirements.

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.

Example Use Case

A sales manager builds a Salesforce dashboard that displays KPIs such as pipeline value, win rate, and average deal size across the team.

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.

Example Use Case

A developer uses LDS wire adapters in a Lightning Web Component to load a record's fields without writing any server-side Apex code.

A term describing Salesforce orgs with millions of records that require special design considerations for query performance, data loading, and sharing calculations.

Example Use Case

An architect applies LDV best practices like skinny tables, custom indexes, and selective SOQL queries to optimize performance in an org with 100M+ records.

Salesforce's modern user interface, replacing Salesforce Classic, featuring a redesigned UI with Lightning components, App Builder, and enhanced productivity features.

Example Use Case

An admin migrates users from Salesforce Classic to LEX to take advantage of dynamic forms, Lightning App Builder, and the new report builder.

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.

Example Use Case

Salesforce Agentforce leverages LLMs through the Einstein Trust Layer to generate natural-language responses to customer service inquiries.

A free AppExchange app that ISV partners use to manage and track licenses for their managed packages, including install counts and subscriber information.

Example Use Case

An ISV partner uses the LMA to monitor how many organizations have installed their managed package and manage license assignments.

The Salesforce org where an ISV partner installs the License Management Application to track and manage all licenses for their AppExchange products.

Example Use Case

The ISV's LMO receives automatic notifications when a new customer installs their package and needs license provisioning.

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.

Example Use Case

An admin creates separate Lightning Apps for each LOB—retail banking, commercial lending, and wealth management—each with tailored navigation and record types.

The predicted total revenue a business expects from a single customer account over the entire relationship.

Example Use Case

A marketing analyst uses Data Cloud calculated insights to compute LTV scores and segment customers into high-value and at-risk tiers.

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.

Example Use Case

A developer builds a custom account hierarchy visualization as a LWC and places it on the Account record page using Lightning App Builder.

The runtime engine that powers Lightning Web Components in Experience Cloud sites, enabling modern web standards.

Example Use Case

A developer builds an LWR-based Experience Cloud site to take advantage of faster page loads and modern web component architecture.

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.

Example Use Case

The marketing team integrates their MAP (Marketing Cloud Account Engagement) with Sales Cloud to ensure seamless lead handoff from marketing to sales.

An integration package that connects Marketing Cloud with Sales Cloud and Service Cloud for synchronized data and sending.

Example Use Case

An admin installs MC Connect so that sales reps can send tracked Marketing Cloud emails directly from the contact record in Sales Cloud.

An advanced tier of Marketing Cloud that includes expanded automation, analytics, and AI capabilities.

Example Use Case

A company upgrades to MCA to access advanced journey analytics and Einstein Content Selection for their email marketing program.

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.

Example Use Case

A B2B company uses MCAE to score and grade leads based on engagement, then automatically assigns marketing-qualified leads to sales reps in Salesforce.

A Sales Cloud app that lets sales reps send Marketing Cloud emails and view engagement data directly from Salesforce.

Example Use Case

A sales rep uses MCE to send a pre-approved nurture email to a prospect and sees real-time open and click tracking on the lead record.

An entry-level Marketing Cloud edition designed for growing businesses with essential email marketing and automation features.

Example Use Case

A small business adopts MCG to run their first automated welcome email series and basic lead scoring without enterprise-level complexity.

The current name for Interaction Studio, Salesforces real-time personalization and interaction management platform.

Example Use Case

A retailer uses MCP to display personalized product recommendations on their website based on each visitors real-time browsing behavior.

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.

Example Use Case

An enterprise implements MDM practices using Salesforce duplicate rules and matching rules to maintain a single source of truth for customer records.

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.

Example Use Case

An admin configures My Domain to brand the Salesforce login URL as 'acme.my.salesforce.com' and enforce specific authentication policies.

A CPQ feature that enables quoting for products with multiple subscription dimensions like segments or ramp schedules.

Example Use Case

A sales rep uses MDQ in Salesforce CPQ to create a quote with different quantities and prices for each year of a three-year subscription.

A scripting language used in MuleSoft to transform and route data within integration flows.

Example Use Case

A MuleSoft developer uses MEL expressions to dynamically set HTTP endpoint URLs based on the environment variable in their Salesforce integration flow.

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.

Example Use Case

Users are prompted to approve a push notification on the Salesforce Authenticator app as the second factor when logging into their Salesforce org.

A unique identifier assigned to a Marketing Cloud business unit or account, used in API calls and tracking.

Example Use Case

A developer includes the MID in Marketing Cloud API authentication requests to target the correct business unit for email sends.

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.

Example Use Case

Einstein Lead Scoring uses ML to analyze historical conversion patterns and assign a predictive score to each new lead in Salesforce.

An account-level qualification in ABM indicating the account has met marketing engagement thresholds.

Example Use Case

The ABM team reviews MQA scores in Salesforce to identify which target accounts have enough engagement signals to warrant sales outreach.

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.

Example Use Case

When a lead's engagement score in MCAE crosses the threshold, it is marked as an MQL and automatically assigned to a sales rep's queue in Salesforce.

The predictable monthly revenue from active subscriptions. Tracked in Salesforce through Opportunity and Subscription records for SaaS business metrics.

Example Use Case

A SaaS company creates a Salesforce dashboard that calculates MRR from active subscription Opportunities and tracks month-over-month growth trends.

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).

Example Use Case

A developer follows the MVC pattern by creating an Apex controller class for business logic and a Visualforce page for the presentation layer.

The most basic version of a product that includes only essential features to satisfy early users and gather feedback. Common in agile Salesforce implementations.

Example Use Case

A Salesforce implementation team delivers an MVP of Sales Cloud in 8 weeks, including core lead and opportunity management, then iterates based on user feedback.

A humorous name for custom configuration approaches in the Salesforce ecosystem, sometimes referencing custom settings or metadata.

Example Use Case

A developer jokes about NACL when debating whether to use Custom Metadata Types or Custom Settings for their feature toggle implementation.

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.

Example Use Case

Einstein Next Best Action displays a recommendation to a service agent to offer an upgraded warranty package to a customer whose current warranty is about to expire.

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.

Example Use Case

Einstein Bots use NLP to understand customer intent from free-text messages and route conversations to the appropriate topic or agent.

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.

Example Use Case

A company uses Salesforce Surveys to send post-purchase NPS surveys, then tracks scores on Account records and reports trends over time.

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.

Example Use Case

A small nonprofit installs NPSP to track donations, manage recurring giving, and generate year-end tax receipts without building custom Salesforce functionality.

A Salesforce agent who receives work items through Omni-Channel routing based on their capacity, skills, and availability across multiple channels (cases, chats, calls).

Example Use Case

An OA logs into the Salesforce Service Console and sets their status to Available, and Omni-Channel automatically pushes the next queued chat to them.

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.

Example Use Case

A mobile app uses the OAuth 2.0 User-Agent flow to obtain an access token that allows it to read and write Salesforce data on behalf of the user.

A Salesforce Commerce Cloud capability that provides a unified view of inventory across all channels (stores, warehouses, online) for order fulfillment optimization.

Example Use Case

A retailer uses OCI to check real-time inventory availability across all warehouse locations when a customer places an online order for in-store pickup.

A standard Salesforce object that associates Contacts with Opportunities and defines their role in the deal.

Example Use Case

A sales rep adds the VP of IT as an OCR with the Decision Maker role on a large opportunity to track key stakeholders.

A REST-based protocol for querying and updating data, used by Salesforce Connect to integrate external data sources.

Example Use Case

An admin configures a Salesforce Connect OData adapter to surface SAP product catalog data as external objects without data replication.

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.

Example Use Case

An OEM partner builds a vertical industry solution on the Salesforce platform and sells it under their own brand with embedded Salesforce capabilities.

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.

Example Use Case

An admin configures Salesforce as an OIDC identity provider so employees can use their Salesforce credentials to log into third-party applications.

Salesforce Order Management is a system for managing the post-purchase order lifecycle including fulfillment, payment capture, shipping, returns, and exchanges.

Example Use Case

A retailer uses Salesforce OMS to orchestrate order fulfillment across multiple warehouses, handle partial shipments, and process customer returns.

Features and functionality that come standard with Salesforce without any customization. Salesforce provides extensive OOB capabilities for sales, service, and marketing processes.

Example Use Case

A new Salesforce customer configures the OOB Lead conversion process rather than building custom automation, saving weeks of development time.

Community-maintained developer toolkits for Salesforce. Examples include open-source Apex libraries and the Salesforce Mobile SDK which is partially open source.

Example Use Case

A developer contributes to an open-source Apex utility library to help the Salesforce community with common string manipulation and date calculation functions.

A feature that synchronizes Salesforce CRM object data with Marketing Cloud Account Engagement prospect records.

Example Use Case

An admin configures OSP to sync custom object data from Salesforce to Pardot so that marketers can segment prospects based on product usage records.

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.

Example Use Case

An admin sets the OWD for Opportunities to Private so that sales reps can only see their own deals, then uses sharing rules to grant additional access to managers.

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.

Example Use Case

A company builds a custom patient intake application on the Salesforce PaaS using Lightning components, Apex, and custom objects without managing any servers.

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.

Example Use Case

An admin migrates a legacy Process Builder that auto-creates follow-up tasks when an Opportunity stage changes to a Screen Flow using the Migrate to Flow tool.

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.

Example Use Case

A company connects their on-premise PBX system to Salesforce via a CTI adapter so agents can make and receive calls directly from the Service Console.

A Salesforce certification validating knowledge of declarative and programmatic development on the Lightning Platform.

Example Use Case

A junior developer earns their PD1 certification to demonstrate proficiency in Apex, SOQL, and Lightning component development.

A file format for presenting documents consistently across platforms. Salesforce CPQ generates PDF quotes, and various AppExchange apps provide PDF generation capabilities.

Example Use Case

A sales rep clicks 'Generate Quote PDF' in Salesforce CPQ to create a branded, professional proposal document to send to the customer.

A Salesforce event-driven messaging feature that enables publish-subscribe communication between systems. Platform Events allow real-time integration and decoupled event-driven architectures.

Example Use Case

An architect publishes a Platform Event from Salesforce when an order is confirmed, and an external fulfillment system subscribes to that event to begin processing.

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.

Example Use Case

A developer uploads a PEM-encoded certificate to Salesforce Certificate and Key Management for use in JWT bearer authentication with an external system.

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.

Example Use Case

An admin uses Salesforce data classification fields to tag fields containing PII and applies Shield Platform Encryption to protect sensitive customer data.

A system for centralizing and managing product data, relevant to Salesforce Commerce Cloud implementations.

Example Use Case

A Commerce Cloud team integrates their PIM system with Salesforce to ensure product descriptions, images, and pricing are consistent across all channels.

A framework for managing digital certificates and public-key encryption. Salesforce uses PKI for HTTPS, SAML SSO, mutual TLS authentication, and connected app security.

Example Use Case

An admin configures mutual TLS authentication using PKI certificates so that only authorized clients with valid certificates can access the Salesforce API.

The Lightning Experience interface for Marketing Cloud Account Engagement (Pardot) within the Salesforce platform.

Example Use Case

A marketer accesses PLA from the App Launcher to manage Pardot campaigns, view prospect activity, and check engagement metrics without leaving Salesforce.

An individual selectable option within a Salesforce picklist field. Picklist values can be managed through global value sets or configured per field.

Example Use Case

An admin adds a new PLV of 'Renewable Energy' to the Industry picklist on the Account object to support a new business segment.

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.

Example Use Case

An admin creates a permission set called 'Export Reports' and assigns it only to managers who need the ability to export report data.

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.

Example Use Case

A development team runs PMD as part of their CI/CD pipeline to catch Apex coding violations like empty catch blocks or hardcoded IDs before deployment.

A demonstration or prototype that validates the feasibility of a proposed Salesforce solution before committing to full implementation.

Example Use Case

A consultant builds a POC in a developer sandbox to demonstrate how Einstein Next Best Action can recommend products to service agents during case handling.

The practice and tools for managing partner channels, supported by Salesforce Experience Cloud partner portals.

Example Use Case

A channel sales team uses PRM features in Experience Cloud to share leads with partners, track deal registration, and manage partner performance.

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.

Example Use Case

An admin creates a PSG called 'Sales Operations Bundle' that combines five permission sets and assigns it to all sales ops team members with one assignment.

Unique URLs generated for individual recipients in marketing campaigns to track engagement and personalize landing pages.

Example Use Case

A Marketing Cloud campaign uses PURLS so each email recipient has a unique landing page URL that pre-fills their information on the registration form.

A web application that uses modern web capabilities to deliver app-like experiences, supported in Experience Cloud.

Example Use Case

A company builds their Experience Cloud customer portal as a PWA so users can install it on their phone and access it offline.

The process of systematically testing and verifying that a software implementation meets requirements. QA is a critical phase in Salesforce deployment pipelines.

Example Use Case

The QA team validates all flow automations, record-triggered processes, and page layouts in a full-copy sandbox before approving deployment to production.

A language used to make queries against a database. In Salesforce, SOQL and SOSL are the primary query languages.

Example Use Case

A developer uses Salesforces query languages (SOQL for structured queries, SOSL for text search) to retrieve data from the platform.

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.

Example Use Case

Agentforce uses RAG to search Salesforce Knowledge articles and CRM data before generating a response, ensuring answers are grounded in the company's actual information.

A YAML-based language for designing and documenting RESTful APIs. MuleSoft Anypoint Platform uses RAML for API-first design before building Salesforce integrations.

Example Use Case

An API designer writes a RAML specification in Anypoint Design Center to define the contract for a Salesforce-connected API before implementation begins.

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.

Example Use Case

An admin designs a role hierarchy in Salesforce so that regional sales managers can see all opportunities owned by reps in their region through RBAC.

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.

Example Use Case

After discovering duplicate records appearing in the org, an admin performs an RCA and finds that a legacy integration was bypassing the duplicate management rules.

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.

Example Use Case

After a bulk update of 500,000 records via Bulk API, a data admin reconciles RCRs by checking the success and error CSV files from the job.

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.

Example Use Case

A developer makes a REST API call using a GET request to /services/data/vXX.0/sobjects/Account/ to retrieve Account records from Salesforce.

A dedicated page in Lightning Experience that displays all records in a related list with full filtering, sorting, and column customization capabilities.

Example Use Case

A user clicks 'View All' on the Contacts related list of an Account to open the Related List Page where they can filter and sort all related contacts.

A marketing metric measuring revenue generated per dollar spent on advertising.

Example Use Case

A Marketing Cloud analyst calculates ROAS for each campaign in Marketing Cloud Intelligence to determine which ad channels deliver the best return.

Defined guidelines for how sales and marketing teams interact with prospects and customers, often enforced through Salesforce territory management and lead assignment rules.

Example Use Case

An admin configures lead assignment rules in Salesforce to enforce the ROE that ensures inbound leads are routed to the correct territory owner.

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.

Example Use Case

A marketing director uses Salesforce Campaign influence reports to calculate the ROI of each marketing campaign by comparing spend to revenue generated.

A metric measuring the business value generated by investments in customer and employee experience.

Example Use Case

A CX leader presents ROX metrics to the board, showing how Salesforce Experience Cloud improvements increased customer retention by 15%.

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.

Example Use Case

MuleSoft RPA automates data entry from a legacy system that lacks an API, copying information into Salesforce records through screen scraping.

A public-key cryptographic algorithm widely used for secure data transmission. Salesforce uses RSA for certificate-based authentication, digital signatures, and JWT signing.

Example Use Case

A developer configures a connected app to use RSA-signed JWT assertions for authenticating a server-to-server integration with Salesforce.

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.

Example Use Case

An admin creates separate Record Types for 'Business Account' and 'Partner Account' on the Account object, each with different page layouts and picklist options.

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.

Example Use Case

An admin builds a Record-Triggered Flow that fires when an Opportunity's Stage field is updated to 'Closed Won' to automatically create a project record.

A capability for managing and personalizing customer interactions in real time across channels.

Example Use Case

A company uses Marketing Cloud Personalization for RTIM to deliver real-time personalized content as customers navigate their website and mobile app.

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.

Example Use Case

Two partner companies use S2S connections to share Opportunity records, enabling real-time visibility into co-sell deal progress across both organizations.

The discipline of designing integrated solutions that meet business requirements using appropriate technology components.

Example Use Case

The SA designs the integration architecture between Salesforce, the ERP system, and the data warehouse before development begins.

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.

Example Use Case

A company subscribes to Salesforce Sales Cloud as a SaaS solution, accessing it via web browser without installing or maintaining any software on-premise.

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.

Example Use Case

When a sales rep reviews an MQL and confirms it meets their criteria, they mark it as SAL in Salesforce by changing the lead status.

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).

Example Use Case

An admin configures SAML-based SSO so that employees can log into Salesforce using their corporate Active Directory credentials through Okta as the identity provider.

The practice of tracking and managing changes to source code. Salesforce DX supports SCM by enabling source-driven development with Git version control.

Example Use Case

A development team uses Git as their SCM tool, storing all Salesforce metadata in a repository and using branches for feature development.

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.

Example Use Case

A contact center deploys SCV to give agents a unified console where phone calls, chat, and email are handled in one workspace with real-time call transcription.

A Marketing Cloud Data Extension that is shared across multiple business units for common data access.

Example Use Case

A Marketing Cloud admin creates an SDE containing global suppression lists so all regional business units reference the same opt-out data.

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.

Example Use Case

A mobile developer uses the Salesforce Mobile SDK to build a custom iOS app that connects to Salesforce data for field service technicians.

The process of planning, developing, testing, and deploying software, applied to Salesforce customization projects.

Example Use Case

A Salesforce team follows a structured SDLC with development in sandbox, QA testing, UAT, and production deployment for every release.

A sales role focused on outbound prospecting and qualifying leads. SDRs use Salesforce Sales Engagement to manage cadences, calls, and emails at scale.

Example Use Case

An SDR uses Salesforce work queues and cadences to systematically contact 60 prospects per day and log all activities against Lead records.

A common abbreviation for Salesforce (the company), derived from its original domain salesforce.com. Widely used in community forums and documentation.

Example Use Case

Team members commonly refer to the platform as SFDC in internal communications, e.g., 'We need to update the SFDC integration before the migration.'

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.

Example Use Case

A developer runs 'sfdx force:org:create' to spin up a temporary scratch org for feature development and testing before merging changes into the main branch.

Salesforce's enterprise marketing platform for managing email marketing, mobile messaging, social media, advertising, and customer journey orchestration across B2B and B2C channels.

Example Use Case

A retail brand uses SFMC to orchestrate a multi-channel customer journey that sends personalized emails, push notifications, and SMS based on shopping behavior.

An encrypted file transfer protocol commonly used for automated data imports and exports with Marketing Cloud.

Example Use Case

A Marketing Cloud admin schedules nightly subscriber data imports from the companys data warehouse via SFTP automation.

An unofficial community Discord server where Salesforce professionals discuss topics, share knowledge, and network.

Example Use Case

A new Salesforce admin joins SFXD to ask questions about Flow best practices and connect with experienced community members.

A testing phase that verifies integrated systems work together correctly, critical in Salesforce integration projects.

Example Use Case

During SIT, the team verifies that orders created in Salesforce correctly sync to the ERP system and inventory updates flow back.

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.

Example Use Case

A product manager maps each product SKU to a Salesforce Product record with pricing and configuration rules in CPQ for accurate quote generation.

A commitment defining the expected level of service, including response and resolution times. Salesforce Entitlements and Milestone Tracking in Service Cloud enforce SLAs automatically.

Example Use Case

An admin configures an Entitlement Process in Service Cloud that escalates a case if the first response SLA of 4 hours is about to be breached.

The original meaning of Slack, now a Salesforce-owned collaboration platform integrated with the Customer 360 platform.

Example Use Case

A sales team uses Slack channels integrated with Salesforce to receive real-time deal alerts and collaborate on opportunity strategy.

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.

Example Use Case

A developer applies SLDS CSS classes to a custom LWC to ensure buttons, cards, and data tables match the standard Lightning Experience styling.

A lookup relationship on an object that points back to the same object, creating a parent-child hierarchy within a single object type.

Example Use Case

An admin creates a self-lookup relationship on the Account object so that child accounts can reference their parent account, forming an account hierarchy.

An individual with deep knowledge in a specific area. In Salesforce projects, SMEs provide domain expertise for requirements gathering and solution design.

Example Use Case

During a Service Cloud implementation, the company's customer support SME works with the consultant to define case escalation rules and routing logic.

A syntax used in Salesforce to insert dynamic field values into email templates, formulas, and other text content.

Example Use Case

An admin uses SML merge fields like {!Contact.FirstName} in a classic email template to personalize the greeting for each recipient.

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.

Example Use Case

An enterprise architect designs a SOA-based integration strategy using MuleSoft to expose Salesforce data as reusable APIs consumed by multiple downstream applications.

An XML-based messaging protocol for exchanging structured information between web services. Salesforce provides SOAP API (Enterprise and Partner WSDLs) for integration.

Example Use Case

A legacy .NET application uses the Salesforce SOAP API with the Enterprise WSDL to create and update Opportunity records.

An auditing framework for service organizations that validates security, availability, and processing integrity. Salesforce maintains SOC 1, SOC 2, and SOC 3 compliance certifications.

Example Use Case

During a vendor assessment, a company reviews Salesforce's SOC 2 Type II report to validate that the platform meets their security and compliance requirements.

A comprehensive governance framework for managing Salesforce implementations at enterprise scale.

Example Use Case

An enterprise architect adopts SOGAF principles to establish governance committees, change management processes, and architecture review boards for their Salesforce program.

A Salesforce product for managing the complete order lifecycle from capture through fulfillment, payment, and returns, with pre-built integrations to Commerce Cloud.

Example Use Case

An ecommerce company uses SOM to manage order routing, fulfillment orchestration, and customer self-service for order modifications and returns.

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.

Example Use Case

A developer writes a SOQL query to retrieve technology accounts in Apex.

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.

Example Use Case

A developer uses a SOSL query to search for the term across Account Name, Contact Name, and Opportunity Name objects in a single query.

A formal document that defines the scope, deliverables, timeline, and costs of a Salesforce implementation project.

Example Use Case

Before starting a Sales Cloud implementation, the consulting partner and client sign an SOW detailing all deliverables, milestones, and acceptance criteria.

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.

Example Use Case

Salesforce is configured as the SP in a SAML SSO setup, accepting authentication assertions from the company's Okta identity provider.

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.

Example Use Case

An admin updates their domain's SPF DNS record to include Salesforce's mail server IPs so that emails sent from Salesforce pass authentication checks.

A set of tools and processes for managing sales team performance, including territory management, incentive compensation, and quota management within Salesforce.

Example Use Case

A sales operations team uses Salesforce SPM features to define territories, assign quotas, and calculate commission payouts automatically.

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.

Example Use Case

A data analyst writes SQL queries directly in Data Cloud to analyze harmonized customer data across multiple data streams.

The Setup interface where admins create and manage sharing rules that extend record access beyond OWDs based on criteria or record ownership.

Example Use Case

An admin uses sharing rules to grant the Customer Success team Read access to all Opportunities marked as 'Closed Won' regardless of the OWD setting.

JavaScript executed on the server within Marketing Cloud for advanced scripting in Cloud Pages and automations.

Example Use Case

A Marketing Cloud developer writes SSJS in a Cloud Page to query a Data Extension and render personalized content dynamically.

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.

Example Use Case

An admin configures SSO so employees can access Salesforce automatically after logging into their corporate network with their Active Directory credentials.

The practice of storing each data element in exactly one authoritative location, a key principle in Salesforce data architecture.

Example Use Case

The data architect designates Salesforce as the SSOT for customer contact information, with all other systems syncing from Salesforce.

A tiered support offering from Salesforce (Standard, Premier, Signature) that provides varying levels of technical support, guidance, and proactive services.

Example Use Case

A company upgrades to the Signature Success Plan to get a dedicated TAM, 24/7 support, and proactive monitoring for their mission-critical Salesforce org.

An Einstein AI feature in Marketing Cloud that determines the optimal time to send emails to each subscriber.

Example Use Case

A marketer enables STO on their weekly newsletter so each subscriber receives it at the time theyre most likely to open based on historical engagement patterns.

The discipline of designing the technical infrastructure, integrations, and platform configurations for Salesforce solutions.

Example Use Case

The TA designs the authentication flow, integration middleware, and data model for a complex multi-cloud Salesforce implementation.

A Salesforce support resource assigned to Premier and Signature Success Plan customers who provides proactive guidance, technical expertise, and escalation management.

Example Use Case

A company's TAM from Salesforce conducts quarterly health checks on their org and provides recommendations for optimizing performance before each major release.

The time taken to complete a process from start to finish. In Service Cloud, TAT is tracked for cases, work orders, and SLA milestones.

Example Use Case

A service manager monitors case TAT in Salesforce dashboards to ensure support tickets are resolved within the SLA-defined turnaround time.

A unique identifier for a Salesforce Trailblazer community member, used across Trailhead, community forums, and events.

Example Use Case

A Salesforce professional shares their TBID to connect with others in the Trailblazer Community and showcase their badges and certifications.

Formerly known as Einstein Analytics and now called CRM Analytics, it provides AI-powered analytics and visualization capabilities natively within Salesforce.

Example Use Case

A sales operations team uses CRM Analytics dashboards to visualize pipeline health, win rate trends, and rep performance directly within Salesforce.

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.

Example Use Case

A sales rep records the TCV of a 3-year enterprise contract in the Opportunity Amount field to give management visibility into the total deal value.

A trigger management framework originally from NPSP/EDA that allows admins to control trigger execution through configuration records rather than code changes.

Example Use Case

A Salesforce developer implements TDTM in their org so that trigger handlers can be activated or deactivated via custom metadata records without deploying code.

A cryptographic protocol that provides secure communication over a network. Salesforce requires TLS 1.2 or higher for all API connections and web traffic.

Example Use Case

An integration team upgrades their middleware to support TLS 1.2 after Salesforce deprecates TLS 1.1 to maintain secure API connectivity.

An enterprise architecture methodology sometimes referenced in Salesforce architecture planning.

Example Use Case

A Salesforce architect uses TOGAF principles to document the organizations application portfolio and identify how Salesforce fits into the enterprise technology landscape.

A mechanism that limits the lifespan of data or tokens. In Salesforce Platform Cache, TTL defines how long cached data persists before expiring.

Example Use Case

A developer sets a 4-hour TTL on Platform Cache entries storing exchange rate data so the cache refreshes regularly with current rates.

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.

Example Use Case

Before deploying a new Sales Cloud configuration to production, the sales team conducts UAT in a full sandbox to verify all workflows and reports function correctly.

The highest standard Salesforce CRM edition, offering unlimited customization, storage, and premier support features.

Example Use Case

A large enterprise runs on Unlimited Edition to take advantage of unlimited custom apps, expanded API limits, and included Premier Support.

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.

Example Use Case

An admin customizes the UI by building a dynamic Lightning record page with conditional visibility rules that show different components based on the record type.

A notation system for documenting business processes, sometimes used in Salesforce business analysis.

Example Use Case

A business analyst documents the lead qualification process using UPN before implementing it as a Salesforce Flow.

A string that identifies a resource on the internet or within a system. Salesforce API endpoints and OAuth callback URLs are defined as URIs.

Example Use Case

A developer specifies a callback URI in a connected app definition so that OAuth redirects the user back to the correct page after authentication.

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.

Example Use Case

An admin creates a custom URL button on the Account page that opens Google Maps with the account's shipping address pre-populated.

An open-source framework by Salesforce for creating reusable page objects for testing Lightning Web Components.

Example Use Case

A developer uses UTAM to write maintainable UI test automation scripts that interact with Lightning Web Component page objects.

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.

Example Use Case

An integration maps Salesforce Record IDs to UUIDs stored in an external system's External ID field to maintain reliable cross-system record linkage.

The overall experience a user has when interacting with Salesforce, encompassing usability, accessibility, performance, and design. Good UX drives user adoption and productivity.

Example Use Case

A Salesforce admin improves UX by creating guided screen flows that walk users through complex data entry processes step by step.

An event in Marketing Cloud Personalization that occurs when an anonymous visitor is associated with a known identity.

Example Use Case

A marketer monitors VAC events in MCP to understand when anonymous website visitors convert to known prospects after filling out a form.

The practice of tracking and managing changes to code and configuration, essential for Salesforce DevOps workflows.

Example Use Case

A development team uses Git as their VC system with Salesforce DX to manage Apex classes, Lightning components, and metadata across feature branches.

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.

Example Use Case

A developer maintains a legacy Visualforce page that generates a printable invoice from Salesforce data and considers migrating it to LWC.

In Salesforce SLDS, design tokens are named entities that store visual design attributes. While not an official acronym, tokens are central to SLDS theming.

Example Use Case

A developer uses SLDS design tokens to apply consistent spacing, colors, and typography across custom Lightning Web Components.

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.

Example Use Case

An enterprise configures Salesforce Private Connect to establish a VPC peering connection between their AWS environment and Salesforce, avoiding public internet traffic.

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.

Example Use Case

A remote employee connects to the corporate VPN before accessing Salesforce because the admin has restricted login access to specific IP ranges.

A Salesforce feature that automatically creates Case records from data submitted through a web form, enabling customers to submit support requests through a website.

Example Use Case

A company adds a Web-to-Case form to their support page so customers can submit issues that automatically create Case records assigned to the support queue.

A Salesforce feature that automatically creates Lead records from data submitted through a web form, enabling online lead capture without custom development.

Example Use Case

A marketing team embeds a Web-to-Lead form on the company website that automatically creates Lead records in Salesforce when visitors request a product demo.

A Marketing Cloud Personalization feature that connects web analytics data with real-time personalization.

Example Use Case

A marketer configures WAC to feed website behavioral data into Marketing Cloud Personalization for real-time audience segmentation.

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.

Example Use Case

An admin migrates a WFR that sends an email alert when a high-priority Case is created to a Record-Triggered Flow for better maintainability.

An XML format that describes web service endpoints, operations, and message formats. Salesforce provides Enterprise WSDL and Partner WSDL for SOAP API integration.

Example Use Case

A developer downloads the Enterprise WSDL from their Salesforce org and imports it into a Java project to generate strongly-typed classes for SOAP API calls.

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.

Example Use Case

A developer edits the package.xml file to specify which metadata components to retrieve from or deploy to a Salesforce org using the CLI.

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.

Example Use Case

A security review flags a Visualforce page using unescaped merge fields, and the developer fixes it by adding HTMLENCODE to prevent XSS attacks.

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.

Example Use Case

A DevOps engineer writes a YAML configuration file for a GitHub Actions workflow that automatically validates and deploys Salesforce metadata on pull requests.

A method of evaluating performance by comparing current period results to the same period in the previous year.

Example Use Case

A sales manager builds a Salesforce dashboard component showing YOY revenue comparison to track growth trends across fiscal years.