Salesforce terms starting with I

Icons is a Setup feature for managing and customizing the icons used for custom objects, tabs, and applications in the Salesforce user interface. Administrators can choose from the Salesforce icon library or upload custom icons to help users visually distinguish different objects and apps.

In Salesforce, the unique 15-character (case-sensitive) or 18-character (case-insensitive) alphanumeric identifier automatically assigned to every record, used as the primary key for referencing records across the platform.

A Salesforce object (part of the Ideas feature) that represents a suggestion posted by a user in an Ideas community or zone, which other users can vote on and comment on to help organizations crowdsource innovation.

A Salesforce Ideas feature that allows moderators to create focused campaigns or topics inviting community members to submit ideas around a specific theme, helping guide ideation efforts toward business priorities.

Salesforce's public community forum (now called the Trailblazer Community Ideas) where customers submit and vote on product improvement ideas, which Salesforce's product teams review and may implement in future releases.

Identity Provider is a Setup page where administrators configure Salesforce to act as an identity provider (IdP) for single sign-on to other applications. When enabled, users can authenticate once in Salesforce and then access connected third-party applications without entering separate credentials.

Identity Provider Event Log is a Setup page that records all single sign-on events where Salesforce acts as the identity provider. It logs successful and failed authentication attempts, the target service provider, timestamps, and user details, providing an audit trail for SSO-related security monitoring.

In Salesforce Data Cloud (formerly CDP), the process of matching and merging customer data from multiple sources into a single unified customer profile by resolving duplicate records based on matching rules and identity keys.

Identity Verification is a Setup page where administrators configure the methods and policies used to verify user identities during login and high-assurance actions. Options include Salesforce Authenticator, TOTP apps, SMS verification, email verification, and physical security keys.

Identity Verification History is a Setup page that maintains a log of all identity verification attempts in the org, including the verification method used, the result (success or failure), the user involved, and the activity that triggered the verification. This helps administrators monitor MFA compliance and troubleshoot access issues.

Identity Verification Settings is a configuration area in Salesforce Setup where administrators manage the behavior and parameters of a particular platform feature. Adjusting these settings allows organizations to fine-tune how Salesforce operates without writing code.

In Salesforce Process Builder and workflow rules, an action that executes right away when the trigger criteria are met, as opposed to time-dependent actions that are scheduled for a future date.

Import Articles is a Setup feature for bulk-importing Knowledge articles into Salesforce from CSV files. It allows administrators to migrate existing knowledge content from external systems, including article titles, bodies, data categories, and metadata, into the Salesforce Knowledge base.

A built-in Salesforce tool for importing data from CSV files into standard objects (accounts, contacts, leads, solutions, custom objects), supporting up to 50,000 records at a time with duplicate checking.

A Salesforce feature that lets admins create prompts (floating, docked, or targeted) that appear within the Salesforce interface to guide users through processes, announce changes, or provide training without external tools.

In Salesforce Service Cloud and CTI integrations, a phone call received from a customer that is routed to a service agent, typically creating or matching a record and presenting screen pop information.

A change set received by a target Salesforce org from another org (typically from a sandbox to production), containing metadata components like custom objects, fields, and Apex classes ready to be deployed.

An Indirect Lookup Relationship is a relationship type used with Salesforce Connect that links a child external object to a parent standard or custom Salesforce object by matching values in a unique External ID field on the parent, rather than matching on Salesforce Record IDs. This is specifically designed for scenarios where external data does not contain Salesforce record IDs, enabling seamless integration of external data sources.

Industries Cloud Einstein is a Setup area for configuring AI-powered features specific to Salesforce industry solutions such as Health Cloud, Financial Services Cloud, and Manufacturing Cloud. It provides pre-built AI models optimized for industry-specific use cases like patient risk scoring, financial recommendation engines, and demand forecasting.

Influence, Chatter was the Chatter Influence metric - a score displayed on a user's profile that measured their engagement and contribution to Chatter (posts, comments, likes, endorsements, and shares) across the org. Chatter Influence surfaced top contributors and active participants as a community-health signal; Salesforce de-emphasized the feature over time as Chatter evolved, and modern orgs rely more on explicit signals (endorsements, best answers, Experience Cloud reputation points) than on a single overall Influence score.

The automated actions that execute in a Salesforce approval process when a record is first submitted for approval, such as field updates (like changing status to 'Submitted') or email notifications.

In Salesforce Shield Platform Encryption, a random value used with the encryption key during the AES encryption process to ensure that identical data produces different encrypted outputs, enhancing security.

Installed Packages is a Setup page that lists all managed and unmanaged packages installed in the org, along with their version numbers, publisher information, and license details. Administrators use this page to view package details, check for available upgrades, configure package licenses, and uninstall packages.

In Salesforce Field Service and Manufacturing Cloud, a record representing a specific product that has been delivered to and set up at a customer's location, used for tracking service history, warranties, and maintenance.

A specific Salesforce server (identified by names like NA1, EU5, CS42) that hosts a group of Salesforce orgs, determining the login URL and API endpoint for the organizations running on that server.

In Salesforce Financial Services Cloud and Industries, an object representing a customer's insurance policy including coverage details, premium amounts, policy terms, and associated claims.

In Salesforce context, a development tool like Salesforce Extensions for VS Code (formerly Force.com IDE) used to write, test, and deploy Apex code, Lightning components, and other metadata to Salesforce orgs.

Integration Definitions is a Setup page for managing reusable integration configurations that define how Salesforce connects to external systems. These definitions encapsulate connection details, authentication methods, and data mapping rules that can be referenced by multiple integration processes.

A Salesforce Industries (OmniStudio) declarative tool for building server-side integrations that execute multiple data operations (Salesforce queries, API callouts, data transformations) in a single invocable action without code.

In Salesforce development, the process of testing how custom code and configurations interact with external systems, APIs, and other Salesforce components to verify that data flows correctly across integration points.

A dedicated Salesforce user account created specifically for API integrations with external systems, typically assigned an Integration license and configured with the minimum permissions required for the integration's data access needs.

A Salesforce Scheduler feature that uses business rules and customer preferences to offer available time slots, enabling customers and agents to book, reschedule, and manage appointments intelligently.

Intelligent Apps is a Setup area for managing AI-enhanced applications available in the Salesforce ecosystem. It provides access to pre-built intelligent applications that combine CRM data with AI capabilities to deliver context-aware recommendations, predictions, and automated actions across business processes.

A Salesforce Industries feature that uses AI/OCR to extract structured data from scanned documents and forms (like insurance claims or loan applications), automatically mapping the extracted data to Salesforce fields.

Intelligent Sales Settings is a Setup page for configuring AI-driven sales productivity features, including Einstein Activity Capture, automated activity logging, and intelligent deal insights. These settings control how AI enhances the sales workflow by automatically capturing and analyzing sales activities.

An Intent in Salesforce Einstein Bots is a classification that represents the user's purpose or goal behind a message. When a customer sends a message to a bot (such as 'Where is my order?' or 'I need to reset my password'), the bot's Natural Language Understanding (NLU) model analyzes the text and matches it to a trained intent. Each intent is configured with a set of training utterances (example phrases) that teach the model to recognize variations of the same request. Once an intent is identified, the bot routes the conversation to the appropriate dialog to handle that specific topic.

In Salesforce Service Cloud, a utility bar component in the Lightning console that allows agents to quickly log notes, create tasks, and document customer interactions while on a call or chat without leaving the current record.

In Salesforce Service Cloud and telephony integrations, an automated phone system that uses voice menus and keypad input to route callers to the right agent or self-service option before connecting to a live agent.

In Salesforce CTI and Service Cloud Voice, a phone call placed between internal users (agents, supervisors, or other employees) within the organization, as opposed to calls involving external customers.

In Salesforce Flows, a flow interview is a running instance of a flow representing one execution path for a user or automated process. It can be active, paused while waiting for user input, or finished.

A Workforce Engagement feature in Salesforce Service Cloud that monitors real-time agent activity and service metrics throughout the day. It allows supervisors to adjust staffing and schedules in response to demand changes.

In Salesforce Billing or Revenue Cloud, a record representing a bill sent to a customer for products or services. It contains line items, amounts due, payment terms, and status tracking for accounts receivable.

In Salesforce multi-currency settings, the three-letter ISO 4217 currency code (like USD, EUR, GBP) used to identify currencies. It's applied to price books, opportunities, and other financial records in the org.