Administrator cheat sheet
Core admin concepts: objects, security, automation & reports
Must-know terms
- AccountCore CRM
An Account is the company, household, or person you do business with. In a Business-to-Business org it represents a buying organization, the one signing the contract and getting invoiced. In a Busines…
- Account Assignment RuleAdministration
An Account Assignment Rule is the territory-management mechanism that automatically associates Accounts with one or more Territories based on rule criteria. It is part of the Enterprise Territory Mana…
- Account Contact RelationshipCore CRM
An Account Contact Relationship, often shortened to ACR, is a junction record that links a single Contact to additional Accounts beyond the one stored in the Contact's primary AccountId field. In a Bu…
- Account SettingsAdministration
Account Settings is the Salesforce Setup page that controls organization-wide defaults for the Account object: whether Account Teams are enabled, whether Contacts can relate to multiple Accounts, whet…
- Account TeamCore CRM
An Account Team is a defined group of Users who collaborate on a single Account in Salesforce. Each team member has a role (Account Manager, Executive Sponsor, Channel Sales Manager, Lifecycle Manager…
- Account Team MemberCore CRM
An Account Team Member is a row on the AccountTeamMember object that grants a Salesforce user access to a specific Account in a named role, separate from ownership. The Account itself has one owner, b…
- Action LayoutAdministration
An Action Layout controls which fields appear inside a single quick action and how they are ordered when a user invokes that action from a record. It is the per-action equivalent of a page layout. Whe…
- Action Link TemplatesCore CRM
An Action Link Template is a reusable definition of an Action Link, which is a clickable button or link rendered on a Chatter feed item that triggers a pre-configured action. Action Links themselves c…
- Action PlanAutomation
An Action Plan is a Salesforce object that bundles a set of related Tasks under a single parent record (an Account, Opportunity, Lead, Case, or one of the Industries-specific objects like Financial Ac…
- Action Plan TemplateAutomation
An Action Plan Template is a reusable Salesforce definition that lists the Tasks (or Item Templates) that should run together as one engagement, along with the relative due dates, default owners, and …
- Action StrategyAutomation
An Action Strategy is a visual flowchart, built in the Strategy Builder canvas, that decides which Recommendation records to surface to a user at a given moment. The strategy takes context as input (t…
- ActivationAdministration
Activation in Salesforce is the explicit step that takes a configured artifact (a Flow, a Price Book, a Permission Set, a Workflow Rule, a Process Builder process, a Validation Rule, a User record) fr…
- ActivityCore CRM
An Activity in Salesforce is a Task or an Event tracked against another record. Tasks are to-dos with a due date (a callback, a follow-up email, a contract review). Events are calendar items with a st…
- Activity HistoryCore CRM
Activity History is the Salesforce term for the related list and the Past Activity section of the Lightning Activity timeline that shows every completed Task, logged call, sent email, and past Event a…
- Activity SettingsAdministration
Activity Settings is the Salesforce Setup page that controls organization-wide behavior for Tasks and Events: whether Shared Activities is enabled (allowing a Task or Event to relate to multiple Conta…
- Administrator (System Administrator)Administration
A Salesforce Administrator, also called a System Administrator or Admin, is the person who owns the configuration, customization, security, and ongoing health of a Salesforce org. The role spans user …
- Advanced FunctionAnalytics
An Advanced Function in Salesforce is a category of sophisticated formula or analytical operation used in reports, dashboards, CRM Analytics, and Tableau Cloud that goes beyond basic arithmetic and ag…
- AgeAnalytics
Age in Salesforce is a calculated metric showing how long a record has been in an open or active state. The most common form is days since a record was created (or since it last changed state, dependi…
- Analytics GroupsAnalytics
Analytics Groups in Salesforce reporting are the row and column bucket dimensions that turn a flat list of records into a Summary, Matrix, or Joined report. Adding an Analytics Group means picking a f…
- AppExchange Security ReviewAdministration
The AppExchange Security Review is the mandatory Salesforce review process that every app, component, or solution must pass before it can be listed on the AppExchange. A partner submits the package an…
- Approval ActionAutomation
An Approval Action in Salesforce is a configurable automation that fires at a specific point in an Approval Process: when the process starts, at each approval step (on approval, rejection, or recall),…
- Approval ProcessAutomation
An approval process is a Salesforce automation framework that routes a record through a defined sequence of approvers, applying field updates, locking records, and triggering notifications at each ste…
- Approval Process DiagramAutomation
The Approval Process Diagram is the visual flowchart Salesforce generates from an Approval Process definition. The diagram shows entry criteria as the starting node, each Approval Step as a branch wit…
- Approval RequestAutomation
An Approval Request in Salesforce is the platform record that represents one step's worth of approval activity on a submitted record. When a record enters an Approval Process and reaches a step, Sales…