Salesforce terms starting with M

Machine Learning (ML) is a branch of artificial intelligence in which algorithms learn patterns from data to make predictions, classifications, or decisions without being explicitly programmed for each scenario. In Salesforce, machine learning powers many Einstein features, including Einstein Lead Scoring (predicting which leads are most likely to convert), Einstein Opportunity Scoring (predicting deal close likelihood), Einstein Prediction Builder (custom predictions on any object), Einstein Discovery (automated pattern detection and recommendations), and Einstein Next Best Action (recommending optimal steps). Salesforce also supports custom ML models through Einstein Model Builder and external model integrations.

In Salesforce Service Cloud, a set of predefined instructions that agents can execute with one click to perform repetitive tasks on a record. Examples include sending an email, updating fields, or posting to Chatter.

A Salesforce feature (primarily in Classic) that generates personalized documents by combining a Word template with Salesforce record data. It's used for creating form letters, envelopes, or labels for contacts and leads.

Mail Merge Templates is a Setup page for managing Word document templates used for mail merge operations in Salesforce. These templates contain merge fields that are replaced with Salesforce data when generating personalized documents such as letters, contracts, and proposals.

In Salesforce Field Service, a record that defines a recurring preventive maintenance schedule for an asset or location. It automatically generates work orders at specified intervals to ensure ongoing service coverage.

One of Salesforce's three annual platform updates (Spring, Summer, Winter) that introduces new features, enhancements, and changes to all customer orgs. It's preceded by preview sandboxes and release notes.

Manage Connected Apps is a Setup page that lists all Connected Apps that have been installed or created in the org, including OAuth settings, session policies, IP restrictions, and user provisioning configurations. Administrators use this page to control which users can access each connected app and under what conditions.

Manage Slack Connection is a Setup page for configuring and maintaining the connection between a Salesforce org and a Slack workspace. It provides controls for authentication, channel mapping, permission settings, and monitoring the health of the integration.

Manage Subscription is a Setup page where administrators view and manage the org's Salesforce subscription details, including license counts, edition information, add-on products, and contract renewal dates. It provides visibility into the organization's Salesforce investment and helps with license planning.

A Managed Package is a collection of Salesforce components (objects, classes, flows, pages, etc.) that is developed and distributed by a third-party ISV or internal team through AppExchange or directly. Managed Packages have their own namespace, support versioning and upgrades, and protect the developer's intellectual property by obfuscating Apex code.

A Salesforce package that depends on and extends the functionality of another managed package. It adds custom objects, code, or configurations that build upon the base package's features.

In Salesforce DX, the package.xml file that lists which metadata components to retrieve from or deploy to a Salesforce org, specifying component types and their members for migration operations.

A Salesforce sharing mechanism that allows record owners (and users with appropriate permissions) to grant access to specific records to other users, roles, or groups beyond what org-wide defaults and sharing rules provide.

A Salesforce industry solution that connects sales and operations teams by providing shared visibility into sales agreements, account-based forecasts, and production plans to align demand planning with CRM data.

A Many-to-Many Relationship in Salesforce allows records from one object to be associated with multiple records from another object and vice versa. It is implemented through a junction object, which is a custom object with two master-detail relationship fields pointing to two different parent objects. The junction object acts as a bridge table and can also store additional relationship-specific data, such as roles or dates.

Maps and Location Settings is a Setup page where administrators enable and configure map and geolocation features in Salesforce, including the display of interactive maps on address fields, geocoding of addresses, and location-based services for mobile users.

Marketing Automation is the practice - and set of tools - that uses software to execute, coordinate, and measure repeatable marketing tasks at scale: email campaigns, drip sequences, lead nurturing, scoring, audience segmentation, and cross-channel orchestration. In the Salesforce ecosystem, Marketing Automation is delivered primarily by Marketing Cloud Account Engagement (formerly Pardot) for B2B and Marketing Cloud Engagement plus Journey Builder for B2C and enterprise lifecycle marketing.

The current name for Pardot, Salesforce's B2B marketing automation platform that provides lead generation, nurture campaigns, scoring, grading, email marketing, and ROI reporting integrated with Sales Cloud.

Marketing Cloud Intelligence (formerly Datorama) is Salesforce's marketing analytics and reporting platform. It unifies marketing data from hundreds of sources and channels into a single dashboard, enabling cross-channel performance analysis, AI-powered insights, automated reporting, and ROI measurement. It connects to marketing platforms via API integrations (API Connect, TotalConnect, and LiteConnect) and helps marketers visualize campaign performance and optimize spend across all channels.

Marketing Cloud Personalization (formerly Interaction Studio) is Salesforce's real-time personalization and interaction management solution. It tracks customer behavior across web, email, mobile, and in-store channels in real time, using machine learning to deliver individualized content, product recommendations, and offers at the moment of interaction. It combines behavioral analytics with data from existing sources to build comprehensive customer profiles and enable personalized experiences throughout the customer journey.

Marketing User is a user-level permission (checkbox on the User record) that grants the ability to create, edit, and delete Campaign records and manage Campaign Members in Salesforce. It is distinct from marketing product licenses and operates independently of profiles and permission sets, serving as a simple toggle to enable campaign management for individual users.

A Salesforce feature that allows users to perform bulk operations on multiple records at once from a list view, such as mass email, mass transfer, mass update, or mass delete, saving time on repetitive tasks.

Mass Delete Records is a Setup tool that allows administrators to delete large numbers of records from standard objects like Leads, Accounts, Contacts, Cases, and Activities based on filter criteria. It provides a safe way to bulk-remove records without using Data Loader or writing Apex code.

Mass Transfer Approval Requests is a Setup tool that allows administrators to reassign pending approval requests from one user to another in bulk. This is useful when an approver is on leave, has left the company, or when approval responsibilities need to be redistributed.

Mass Transfer Records is a Setup tool that allows administrators to change the ownership of multiple records at once for objects like Accounts, Leads, Cases, and custom objects. It supports filter-based selection and can optionally transfer related records like open Opportunities and Cases along with the parent record.

Mass Update Addresses is a Setup tool that allows administrators to update address fields on multiple records simultaneously. It is particularly useful when a company changes its address format, corrects data quality issues, or needs to standardize addresses across a large number of records.

In Salesforce Shield Platform Encryption, the primary Hardware Security Module that stores the master wrapping key used to protect all derived tenant secrets and encryption keys across the platform.

In Salesforce, the complete list of all possible values defined for a picklist field, from which record type-specific subsets can be selected to control which values appear for different record types.

In Salesforce Shield Platform Encryption, a Salesforce-managed cryptographic key stored in Hardware Security Modules (HSMs) that, combined with the tenant secret, derives the data encryption keys for an org.

In Salesforce Shield Platform Encryption, a key stored in HSMs that encrypts (wraps) the tenant secrets, providing an additional layer of protection so tenant secrets are never stored in plain text.

A Master-Detail Relationship in Salesforce creates a tightly coupled parent-child link between two objects. The detail (child) record inherits the sharing and security settings of the master (parent), the lookup field is always required, and deleting the master record cascades to delete all related detail records. This relationship type enables Roll-Up Summary Fields on the master object.

Matching Rules is a Setup page where administrators create rules that define the criteria used to identify duplicate records. Matching rules specify which fields to compare and what matching algorithms to use (exact match, fuzzy match, etc.). They work in conjunction with Duplicate Rules to detect and prevent duplicates.

A Salesforce report format that groups data by both rows and columns with summary fields at each intersection, useful for comparing totals across two dimensions like product revenue by region and quarter.

In Salesforce, a Meeting Request is a calendar event or task that represents an invitation to meet with a contact, lead, or other party. Meeting requests can be created from records (contacts, opportunities, cases) and typically sync with external calendars (Outlook, Google Calendar) through Einstein Activity Capture, so the meeting appears in both Salesforce and the user's primary calendar.

In Salesforce Campaigns, the status assigned to each campaign member (like Sent, Responded, Attended) that tracks their level of engagement and response, with one status optionally marked as 'Responded' for ROI tracking.

A placeholder in Salesforce (written as {!FieldName} or {{{FieldName}}}) used in email templates, formulas, Visualforce pages, and documents that gets replaced with the actual field value from a record at runtime.

In Salesforce Lightning Message Service, a metadata component that defines a communication channel for publishing and subscribing to messages between Lightning web components, Aura components, and Visualforce pages on the same page.

In Chatter, a Message (specifically, a Chatter Message) is a private, one-to-one or one-to-few direct message between users. Unlike a Chatter post (which appears on a public feed) a Message is scoped to its recipients and not shared to a group or record feed. Chatter Messages were retired in many orgs over time in favor of Slack (now Salesforce's primary enterprise messaging product) and Experience Cloud notifications for external conversations.

In Salesforce Service Cloud, a feature that enables agents to communicate with customers through messaging channels like SMS, WhatsApp, Facebook Messenger, and Apple Messages for Business from the Service Console.

Messaging Components is a Setup page for managing the components used in Salesforce Messaging channels, including chat widgets, pre-chat forms, and post-chat surveys. Administrators configure these components to customize the customer's messaging experience across web, mobile, and social channels.

A Salesforce Service Cloud feature that embeds a persistent messaging widget directly within a company's mobile app, allowing customers to start and continue asynchronous conversations with support agents.

A Salesforce Service Cloud feature that adds a persistent messaging widget to a company's website, enabling customers to start asynchronous conversations with agents that persist across browser sessions.

Messaging Settings is a Setup page where administrators configure global settings for Salesforce Messaging channels, including chat timeout durations, auto-greeting messages, file transfer permissions, and session handling behavior across all messaging deployments in the org.

Metadata in Salesforce refers to the data that describes your org's configuration, customizations, and structure. It includes definitions of objects, fields, page layouts, validation rules, Apex classes, Flows, and every other component that makes up your Salesforce environment. Metadata is what gets deployed between orgs and is the foundation of Salesforce DX source-driven development.

An individual piece of Salesforce configuration or customization (like a custom field, Apex class, page layout, or workflow rule) that can be deployed between orgs using change sets, metadata API, or Salesforce DX.

A Salesforce developer resource that documents which metadata types and their properties are accessible through the Metadata API, helping developers understand what can be programmatically retrieved and deployed.

A category of Salesforce metadata (like CustomObject, ApexClass, Layout, Flow) that classifies configuration components, used in package.xml manifest files and Metadata API operations to specify what to deploy or retrieve.

A WSDL file downloaded from a Salesforce org that describes the Metadata API web service operations (deploy, retrieve, list, describe), used to generate client code for tools that manage org metadata programmatically.

A Salesforce development approach that uses declarative configurations (metadata) like custom objects, fields, page layouts, and flows rather than code to build applications, promoting point-and-click development over programming.

Migrate to Flow is a Setup tool that helps administrators convert legacy Process Builder processes and Workflow Rules to Flows. Salesforce is retiring Process Builder and Workflow Rules in favor of Flow as the unified automation tool, and this migration assistant automates much of the conversion process.

In Salesforce context, the process of moving data, metadata, or configurations between Salesforce orgs (such as sandbox to production) or from external systems into Salesforce using tools like Data Loader, change sets, or the Metadata API.

In Salesforce Service Cloud entitlement management, a required step in a support process (like First Response or Resolution) with a defined time limit that tracks whether service-level commitments are being met.

Automated actions in Salesforce entitlement processes that trigger at specific points relative to a milestone's target time, including warning actions (approaching deadline), violation actions (past deadline), and success actions (completed on time).

A reusable definition in Salesforce Service Cloud that names and describes a type of service milestone (like First Response, Case Resolution, or Follow-Up) that can be used across multiple entitlement processes.

Mini Page Layout controls the arrangement and visibility of elements on a Salesforce page. Administrators configure it to determine which fields, buttons, related lists, and sections appear for users, optimizing the interface for specific roles or processes.

A compact, abbreviated view of a record in Salesforce that shows key fields in a condensed format, typically appearing in hover details, related list previews, or console sidebar components.

Mobile Builder for the Seller-Focused Experience is a Setup tool for customizing the Salesforce mobile experience specifically designed for sales representatives. It allows administrators to configure the mobile app layout, quick actions, dashboards, and features optimized for selling on the go.

In Salesforce mobile administration, the settings and customizations that control how the Salesforce mobile app behaves for specific user groups, including navigation menu items, compact layouts, and enabled actions.

A Marketing Cloud application for creating and managing mobile marketing campaigns across SMS, MMS, push notifications, and group messaging channels, with tools for audience targeting and message personalization.

In Salesforce Einstein or Data Cloud, a tool for creating and managing machine learning models that can analyze data patterns and make predictions, configurable through a visual interface without deep data science expertise.

In Salesforce Trailhead, a learning unit that contains a group of related instructional units covering a specific topic, combining reading material, interactive challenges, and quizzes to teach Salesforce concepts.

Monitor Workflow Services is a Setup page that provides visibility into the execution status of workflow rules, including pending time-based workflow actions and outbound messages awaiting delivery. Administrators use this page to troubleshoot delayed or stuck workflow actions.

An integration application built using MuleSoft's Anypoint Studio (part of the Salesforce ecosystem) that connects APIs and systems, implementing data flows and business logic using Mule runtime connectors and components.

MuleSoft is an integration and API management platform owned by Salesforce. Its core product, Anypoint Platform, allows organizations to connect applications, data sources, and devices using a library of pre-built connectors and an API-led connectivity approach. MuleSoft enables Salesforce to communicate with ERP, HR, and other enterprise systems.

Salesforce's integration and API management platform that provides tools for designing, building, deploying, and managing APIs and integrations across cloud and on-premises systems, enabling connected enterprise architecture.

MuleSoft Direct is a Setup feature that provides pre-built, no-code integrations between Salesforce and popular enterprise applications. It allows administrators to connect Salesforce to systems like SAP, Workday, and NetSuite using guided setup wizards without needing MuleSoft Anypoint Platform expertise.

The practice of connecting Salesforce with external systems using MuleSoft's Anypoint Platform, typically through pre-built connectors, API-led connectivity patterns, and Composer for low-code integration scenarios.

MuleSoft Observability is a Setup feature for monitoring the health, performance, and usage of MuleSoft integrations connected to Salesforce. It provides dashboards with metrics on API call volumes, error rates, latency, and throughput, helping administrators identify and resolve integration issues proactively.

A Salesforce calendar event that includes multiple invitees, creating a parent event for the organizer and individual child event records for each attendee, allowing separate acceptance tracking per person.

A Salesforce field type that allows users to select multiple values from a predefined list (separated by semicolons when stored), useful for tagging records with several applicable categories or attributes.

The Salesforce platform architecture where multiple customer organizations share the same physical infrastructure, application code, and database, while keeping each org's data securely isolated and separately configurable.

In Salesforce development, the architectural pattern where the Model (Apex classes/sObjects) manages data, the View (Visualforce/LWC) handles the UI, and the Controller (Apex) manages business logic and user interactions.

My Domain is a Setup page where administrators configure a custom subdomain for the org's Salesforce URL (e.g., mycompany.my.salesforce.com instead of a generic instance URL). My Domain is required for many Salesforce features including Lightning components, single sign-on, and Experience Cloud sites.

My Settings in Salesforce Lightning Experience is a personal configuration page where individual users manage their own account preferences and display options. Accessed by clicking the user avatar in the upper-right corner and selecting 'Settings,' it allows users to configure their personal information (name, email, language, locale, time zone), security settings (change password, view login history, manage advanced user details), display and layout preferences, email notification settings, and calendar options. My Settings is distinct from the admin Setup menu and does not require administrator privileges.