Core admin concepts: objects, security, automation & reports
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…
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…
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 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…
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…
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…
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…
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…
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…
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 …
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…
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…
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 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 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…
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 …
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…
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 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…
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…
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…
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…
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,…
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…
