Administrator cheat sheet

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 the decision logic that picks which Recommendation records the Einstein Next Best Action component shows a user on a given page. It starts from the current context: the record be…

• 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 read-only Salesforce related list of closed activities on a record. It holds past Events plus Tasks sitting at a closed status, which covers logged calls and sent emails. It is…

• 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 is one of the twelve formula functions Salesforce files under the Advanced Functions heading of its formula reference. The twelve are CURRENCYRATE, GETRECORDIDS, IMAGEPROXYURL, IN…

• AgeAnalytics

  Age is a standard report column in Salesforce that shows how much time has elapsed on a record. On an open case it counts from creation to now. On a closed case it stops at the closing time, so the nu…

• Analytics GroupsAnalytics

  Analytics Groups is the informal name for the row and column groupings that fold a flat list of report records into buckets with subtotals. Salesforce never prints the phrase itself, so do not go hunt…

• 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 an automated action that an Approval Process runs at a defined point in its lifecycle. Those points are when a record is first submitted, when an individual step is…

• 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

  An Approval Process Diagram is the flowchart Salesforce used to generate from a classic approval process, drawn by a Setup feature called the Process Visualizer. One picture covered the whole process,…

• Approval RequestAutomation

  An Approval Request in Salesforce is the record an approver acts on when a submitted record reaches a step in an approval process. When a record is submitted and lands on a step, Salesforce creates th…