Email marketing, journeys, data extensions & campaign management
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…
Advertising Studio is the Salesforce Marketing Cloud product that pushed CRM and Data Extension audiences into paid advertising platforms, including Facebook, Instagram, Google Ads, LinkedIn, X, Pinte…
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…
An Audience Channel is the delivery surface an audience gets activated against. The list runs email, SMS, push notification, web and in-app personalization, paid advertising, and a file drop to a part…
A Beta Managed Package is a managed-package version that a Salesforce ISV or developer has created or uploaded but designated as Beta instead of Released. A Beta version installs only in Developer Edi…
Bucketing is the Salesforce report-builder technique of grouping records into named categories at report-runtime, without creating a custom field on the underlying object. You define a bucket field by…
A Calculated Insight is a Salesforce Data Cloud metric or attribute computed by an SQL-style query against Data Model Objects, materialized on a schedule, and surfaced as a queryable field on a DMO or…
A Combination Chart is a Salesforce report and dashboard chart that plots two or more measures on one chart canvas, with at least one of those measures rendered in a second visual form. The most commo…
Contact Manager Edition was an entry-level Salesforce CRM edition aimed at very small teams (typically 1-5 users) that needed a structured contact database without the full sales pipeline machinery of…
CRM Analytics is Salesforce's separately licensed analytics platform for large data volumes. You build interactive dashboards on it, then embed them inside Sales Cloud and Service Cloud record pages. …
A Custom Report Type is a Salesforce metadata definition that exposes a set of objects, their relationships, and their fields as a foundation for building reports. Where standard Report Types ship wit…
Customer Relationship Management (CRM) is the category of business software that centralizes a company customer-facing data and processes: who the customers are, what they have bought, what conversati…
A Dashboard is a Salesforce page that displays the results of several reports as visual components: charts, gauges, metrics, and tables arranged on one screen. Each component reads from exactly one so…
Dashboard Builder is the drag-and-drop editor in Lightning Experience where you assemble a Salesforce dashboard out of reports that already exist. You add widgets, point each one at a source report, s…
Dashboard Filters are runtime filters applied to a Salesforce Lightning dashboard that scope every component whose underlying report contains the filtered field. Each dashboard supports up to three fi…
A Dashboard Widget in Salesforce, also called a dashboard component, is one of the individual visual tiles inside a Lightning Experience or Classic dashboard. Each widget reads data from a single sour…
A Dataflow Step is a single node in a CRM Analytics dataflow definition. It is a JSON snippet that pulls in a source, transforms the rows, and hands the output to the next step in the pipeline. Each s…
Dataset Builder is the visual tool inside CRM Analytics that lets you create a dataset by picking a Salesforce object and dragging in the related objects and fields you want to include. The output is …
A Dynamic Dashboard is a Salesforce dashboard that displays data based on the security profile of the user viewing it, not a single fixed running user. Each viewer sees only the records they have acce…
Einstein Analytics is the former name of Salesforce's dedicated analytics platform, the product that keeps its own datasets and builds lenses and dashboards separately from standard Salesforce reports…
An Email Alert is a Salesforce automation component that sends a pre-configured email when triggered by a Workflow Rule, Process Builder, Flow, or Approval Process. Each Email Alert pairs an Email Tem…
Email Approval Response is a Salesforce Setup option that lets an approver approve or reject an approval request by replying to the notification email, without opening Salesforce at all. The approver …
An Email Notification is an email that Salesforce sends on its own, because a record changed, an automation fired or a platform event demanded it, rather than because a person composed it. Approval re…
