Data Cloud Consultant cheat sheet
Data Cloud, CDP, data modeling & analytics
Must-know terms
- Actionable Relationship CenterPlatform
Actionable Relationship Center (ARC) is a Salesforce Industries feature that renders the network of records around a focal point, typically an Account, Contact, or Household, as an interactive visual …
An Actions and Recommendations deployment is a Lightning component in Salesforce Service Cloud that gives service agents one ranked panel of next steps for the record they have open. It combines quick…
- ActivationsPlatform
In Salesforce Data Cloud, an Activation is the published delivery of a segment of unified profiles to a downstream destination, such as Marketing Cloud Engagement, Google Ads, Meta Ads, an Amazon S3 e…
- Add-onPlatform
An Add-on in Salesforce is a licensed product that extends the functionality of a base edition (Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and so on) without requiring an edition u…
- 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…
- Advanced SearchPlatform
Advanced Search in Salesforce is the search experience that exposes object-specific filters, multi-criteria text matching, and configurable field scope beyond the simple top-bar global search. In Ligh…
- 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…
An Agent Action is one discrete capability an Agentforce agent can take during a conversation, such as running an Apex method, executing a flow, calling a prompt template, searching a Data Library, or…
Agent Builder is Salesforce's no-code design tool for creating, configuring, and testing Agentforce AI agents. It is the Setup-based UI inside Agent Studio where admins define an agent's purpose, buil…
Agent Capacity in Salesforce Omni-Channel is the cap on how much work a service agent can handle at the same time. Each agent gets a numeric capacity from a Presence Configuration, and each work item …
An Agent Topic is the skill group inside Agentforce that organizes related Agent Actions and tells the Atlas Reasoning Engine when to consider them. Each topic has a name, a classification description…
Agentforce is Salesforce's platform for building, deploying, and managing AI agents that take action on the platform's data and processes. Launched in 2024 and rapidly evolving, it is the centerpiece …
Agentforce Agents are the autonomous AI workers built on Salesforce's Agentforce platform that can hold a conversation with a customer or employee, decide which actions to take, execute them against S…
Agentforce Assets are the metadata building blocks used to define, configure, and deploy an Agentforce agent. The asset family includes Agents (the top-level autonomous agent definition), Topics (the …
An Agentforce Data Library is a managed knowledge store inside Salesforce that holds unstructured content (Knowledge articles, files, web pages, uploaded documents) and serves it back to Agentforce ag…
Agentforce for Sales is the Salesforce Agentforce SKU that ships two pre-built agents grounded in Sales Cloud data: the Sales Development Representative (SDR) Agent and the Sales Coach. The SDR Agent …
Agentforce for Service is the Salesforce Agentforce SKU that ships two pre-built agents grounded in Service Cloud data: the customer-facing Service Agent and the rep-facing Service Coach. The Service …
The Salesforce Agentforce Specialist Certification is the credential for designing, building, and deploying AI agents on Agentforce, Salesforce's autonomous agent platform. Launched in 2024 alongside …
Agentforce Studio is the dedicated Setup-area workspace inside Salesforce for designing, configuring, testing, and deploying Agentforce Agents. It bundles Agent Builder (the agent configuration UI), P…
Agentforce Testing Center is the regression testing tool for Agentforce agents. It lets admins capture conversations as test cases, save them into reusable test sets, and run those sets against the ag…
Agentforce Vibes Extension is a Visual Studio Code extension that brings the Agentforce Vibes coding agent into a developer's existing editor without forcing them to switch to a separate IDE. It surfa…
Agentforce Vibes IDE is the standalone Salesforce-tuned development environment built around the Agentforce Vibes coding agent. It packages a code editor, multi-agent orchestration, project-level depl…
- AI ModelAI
An AI model is a trained mathematical function that takes inputs (data, text, images, audio) and returns predictions, classifications, embeddings, or generated content. In the Salesforce context, AI m…
- All SitesPlatform
All Sites is the Setup page in Salesforce Experience Cloud that lists every Experience Cloud site (formerly called a Community) configured in the org. The page is the entry point to Experience Builder…