Marketing Cloud Specialist cheat sheet
Email marketing, journeys, data extensions & campaign management
Must-know terms
- 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…
- Advertising StudioMarketing
Advertising Studio is the Salesforce Marketing Cloud product that synchronises CRM audiences with major advertising platforms, primarily Meta (Facebook and Instagram), Google, LinkedIn, X, and YouTube…
- 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…
- Audience ChannelMarketing
An Audience Channel in Salesforce is the delivery surface that an audience or segment gets activated against, such as email, SMS, push notification, paid advertising, in-app messaging, or a file-stora…
- Beta, Managed PackageAnalytics
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…
- BucketingAnalytics
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…
- Calculated InsightAnalytics
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…
- Combination ChartAnalytics
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 EditionAnalytics
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 AnalyticsAnalytics
CRM Analytics is Salesforce's enterprise analytics platform for building interactive dashboards, exploring large data sets, and embedding analytical insights directly into Sales Cloud and Service Clou…
- Custom Report TypeAnalytics
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…
- DashboardAnalytics
A Dashboard is a Salesforce analytics surface that displays multiple report results as visual components (charts, gauges, metrics, tables) on a single page. Each dashboard component pulls from one und…
- Dashboard BuilderAnalytics
Dashboard Builder is the drag-and-drop Lightning interface for assembling Salesforce dashboards from existing reports. You pick reports as data sources, add components (bar charts, donuts, metrics, ta…
- Dashboard FiltersAnalytics
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…
- Dashboard WidgetAnalytics
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…
- Dataflow StepAnalytics
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 BuilderAnalytics
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 …
- Dynamic DashboardAnalytics
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 AnalyticsAnalytics
Einstein Analytics was a Salesforce analytics and business intelligence platform that provided advanced data visualization, predictive insights, and AI-powered dashboards. It was first rebranded to Ta…
- Email AlertMarketing
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 ResponseMarketing
Email Approval Response is the Salesforce feature that lets approvers approve or reject approval requests by replying to the notification email with specific keywords, rather than logging into Salesfo…
- Email NotificationMarketing
An Email Notification in Salesforce is an automated message dispatched by the platform to inform users about a system event, record change, task assignment, approval step, or any business condition an…