Salesforce terms starting with R

A Salesforce field or record access level that allows users to view data but not modify, create, or delete it, enforced through profiles, permission sets, field-level security, or sharing settings.

In Salesforce Service Cloud Voice, a feature that converts live phone conversations to text in real-time during customer calls, providing agents with a running transcript and enabling AI-powered suggestions.

Real-Time Translations is a Setup feature that enables automatic translation of Knowledge articles and other content in real time using AI-powered translation services. It allows organizations to make their content instantly available in multiple languages without waiting for manual translation cycles.

In Salesforce approval processes, the automated actions that execute when an approval request is recalled (withdrawn) by the submitter, such as field updates to revert the status or email notifications.

In Salesforce, a related list or section on a record page that displays the most recent activities (tasks and events) associated with that record, giving users a quick view of latest interactions.

A feature in Salesforce that tracks and displays the records a user has most recently viewed or edited, accessible from the navigation bar or search results for quick return access to frequently used records.

In CRM Analytics (formerly Tableau CRM, originally Einstein Analytics), a Recipe is a set of data transformation steps that prepares and combines datasets for analysis. Joins, filters, computed columns, and aggregations are defined in a visual editor, each step connected to the next to form a declarative data-prep pipeline - the output is a dataset that dashboards and lenses read from.

In Salesforce Einstein Next Best Action, a record that represents a specific offer or action to suggest to a user, containing a name, description, acceptance label, and rejection label displayed through the recommendation component.

In Salesforce Einstein Next Best Action, a strategy built in Strategy Builder that defines the decision logic for which recommendations to surface, combining data sources, filters, AI models, and business rules.

A Record in Salesforce is a single row of data stored in an object. Each record has a unique 15- or 18-character Salesforce ID and contains field values defined by the object's schema. Records are the fundamental units of data in Salesforce and can be created, read, updated, and deleted through the UI, APIs, or automation.

The main body section of a Salesforce record page that displays all the field values, related lists, and components configured in the page layout, representing the detailed view of a single record.

The unique 15-character (case-sensitive) or 18-character (case-insensitive) alphanumeric identifier assigned to every record in Salesforce, used in URLs, API calls, formulas, and relationships to reference specific records.

In Salesforce approval processes and Apex, the mechanism that locks a record to prevent edits while it is pending approval or being processed, ensuring data integrity during the approval workflow.

The primary identifying field on a Salesforce record (like Account Name, Case Number, or a custom auto-number field) that serves as the human-readable label for the record in lists, lookups, and search results.

Record Page Settings is a Setup page where administrators configure default behaviors for Lightning record pages, including whether to use the standard record page or a custom Lightning page, how related lists are displayed, and whether to enable dynamic forms and dynamic related lists.

A Record Type in Salesforce allows administrators to offer different business processes, picklist values, and page layouts for the same object based on user profile or context. Record Types are commonly used when a single object serves multiple purposes, ensuring that each group of users sees only the fields and values relevant to them.

In Salesforce automation (flows, process builder, workflow rules), an action that modifies field values on the triggering record or a related record, applying specified changes when criteria are met.

The Salesforce security layer that controls access to individual records (as opposed to object-level or field-level security), enforced through org-wide defaults, role hierarchy, sharing rules, manual sharing, and Apex managed sharing.

A Recurring Donation in Salesforce represents a donor's ongoing commitment to give a specified amount on a regular schedule - monthly, quarterly, or annually - to a nonprofit organization. In the Nonprofit Success Pack (NPSP), a Recurring Donation is stored on the npe03__Recurring_Donation__c custom object; in the modern Nonprofit Cloud, it is the standard RecurringDonation object. Each Recurring Donation record holds a parent Contact or Account (the donor), an Amount per installment, an Installment Period, a Date Established, a Status (Active, Lapsed, Closed), an optional End Date, a Payment Method, and configurable behaviors for how individual installment Opportunities (or Gift Transactions in Nonprofit Cloud) are generated. The recurring-donations engine automatically creates the next installment's transaction record at the appropriate cadence, posts it through payment processing, and updates the parent Recurring Donation's status if installments lapse or fail. Recurring Donations are foundational to nonprofit revenue strategy because sustaining donors typically have 5-10x the lifetime value of one-time donors and provide predictable monthly cash flow.

A Salesforce calendar event configured to repeat on a schedule (daily, weekly, monthly, or custom), creating a series of linked event records that share common details but have individual dates.

A Salesforce feature that temporarily stores deleted records for 15 days by default, allowing users and admins to restore accidentally deleted records before they are permanently purged. In Salesforce Classic, the Extended Recycle Bin Retention feature can extend this period to 30 days. The Recycle Bin can hold records up to 25 times the organization's data storage limit in megabytes.

A Salesforce Industries (Financial Services, Health Cloud) feature for tracking and managing referrals between parties, such as patient referrals between healthcare providers or client referrals between financial advisors.

A Refund in Salesforce (Refund in the API) is a standard object in Salesforce Order Management and Salesforce Billing that represents money returned to a customer after an Order has been fulfilled or partially fulfilled. Each Refund record holds a parent Account, a related PaymentId or PaymentGroupId tracing back to the original tender, an Amount, a Status (Draft, Pending, Processed, Cancelled, Failed), a CurrencyIsoCode, an EffectiveDate, a Type (Cash, Credit, Adjustment), a GatewayRefNumber for the payment processor's confirmation, and an optional reference to the originating Return Order or Credit Memo. Refunds close the financial loop on returns, cancellations, billing disputes, or goodwill credits - every dollar moving from the merchant back to the customer is captured as a Refund record, providing a queryable financial audit trail and a basis for reconciliation against the upstream payment gateway. Refunds integrate with Salesforce Billing's revenue recognition rules to ensure that recognized revenue is appropriately reversed when a refund is processed.

In Salesforce development, the practice of re-running tests after making changes to existing code or configurations to verify that updates have not broken previously working functionality.

A section on a Salesforce record page that displays records from a related object linked through a lookup or master-detail relationship, such as Contacts on an Account or Cases on a Contact.

In Salesforce Classic, the clickable links that appear at the top of a related list allowing quick access to actions like New, View All, and other operations without scrolling down to the full related list.

A single record displayed as a row within a Salesforce related list, representing one related record (like one contact or one case) associated with the parent record being viewed.

A Salesforce object that is connected to another object through a lookup or master-detail relationship field, allowing records on one object to reference and link to records on the other.

In Salesforce, a connection between two objects established through relationship fields (lookup, master-detail, or hierarchical), enabling records on one object to reference records on another for data modeling.

In Salesforce Financial Services Cloud, a grouping mechanism that associates multiple accounts and contacts into a household or business group, providing a unified view of related financial relationships.

In Salesforce Financial Services Cloud, an individual account or contact record that belongs to a relationship group (household), with attributes defining their role and relationship within the group.

In Salesforce SOQL, a query that traverses relationships between objects to retrieve fields from related records, using dot notation for parent-to-child (subquery) or child-to-parent relationships in a single query.

In Salesforce development lifecycle, the practice of planning, coordinating, and executing the deployment of changes across environments (sandboxes to production), using tools like change sets, DevOps Center, or Salesforce DX.

In Salesforce release management, a Release Train is a scheduled cadence of deployments that bundles multiple changes from multiple teams into a coordinated release to production. Each Release Train has fixed dates - code-freeze, UAT window, release day - and predictable sandbox refresh points leading up to them. The goal is to eliminate ad-hoc "one-off" production deploys, align testing and go-live across teams, and give stakeholders a consistent "when will my change ship?" answer.

Release Updates is a Setup page that lists upcoming and recently enforced Salesforce platform changes that may affect the org. Each update includes a description, impact assessment, enforcement date, and the option to test the update before it is automatically enforced, giving administrators time to prepare.

Remote Access is a Setup page for managing legacy Connected App configurations that allow external applications to authenticate and access Salesforce data. While newer Connected Apps are managed through the App Manager, Remote Access provides backward compatibility for older OAuth integrations.

A legacy term for a Salesforce Connected App, which is an application that uses OAuth to integrate with Salesforce, allowing external apps to authenticate users and access Salesforce data securely.

Remote Site Settings is a Setup page where administrators register external URLs that Salesforce Apex code is allowed to call. Before Apex can make an HTTP callout to an external endpoint, the endpoint's domain must be added as a Remote Site. This allowlist prevents unauthorized outbound connections from the platform.

Rename Tabs and Labels is a Setup page where administrators change the display names of standard objects and tabs to match their organization's terminology. This allows companies to customize Salesforce vocabulary without creating custom objects, making the platform feel natural to users.

In Salesforce CPQ and Subscription Management, the process of extending or renewing an existing contract or subscription, generating a renewal opportunity and quote with the existing product terms carried forward.

In Salesforce Chatter Answers, Experience Cloud Q&A, or case comments, a response posted to a question or discussion by a user or support agent, contributing to the conversation thread.

A Report in Salesforce is a configurable view of data that displays records meeting specified filter criteria in rows and columns. Reports can be tabular, summary, matrix, or joined, and support groupings, formulas, charts, and conditional highlighting. They are the foundation of Salesforce analytics and can be scheduled, exported, and embedded in dashboards.

The Salesforce report creation and editing tool that provides a drag-and-drop interface for selecting report type, adding fields (columns), defining filters, choosing groupings, and configuring summary formulas.

A Salesforce configuration that defines which objects and their relationships are available as data sources for a report, determining which fields can be included and how records from related objects are joined.

A Salesforce feature (also called Analytic Snapshot) that captures report results on a scheduled basis and stores them as records in a custom object, creating historical data snapshots for trend analysis over time.

The Salesforce user whose permissions and data access determine which records are included when a Reporting Snapshot runs, similar to how a dashboard running user controls the data scope.

The specific Salesforce report whose results are captured each time a Reporting Snapshot executes, with the report's columns mapped to fields on the target custom object where snapshot records are stored.

A Reporting Snapshot Target Object is the specific custom object that an administrator designates to store the data captured by a Reporting Snapshot (also called Analytic Snapshot). When a Reporting Snapshot runs on its defined schedule, it takes a point-in-time snapshot of a source report's data and maps each report column to a corresponding field on the target custom object, creating one new record per report row. Over time, the target object accumulates historical records, enabling trend analysis and historical comparisons through reports and dashboards built on the target object's data.

In Salesforce Scheduler, an appointment request created when a customer or agent selects a desired time slot, which may require confirmation or assignment before becoming a confirmed appointment record.

In Salesforce Field Service, a calendar associated with a service resource that displays their availability, scheduled appointments, work orders, and absences, used by the scheduling optimizer to assign work.

In Salesforce development, the architectural style used by the Salesforce REST API that enables CRUD operations on Salesforce data using standard HTTP methods (GET, POST, PATCH, DELETE) with JSON or XML payloads.

Salesforce REST API is a RESTful web service interface that provides access to Salesforce org data and functionality using standard HTTP methods (GET, POST, PATCH, DELETE) and resource-based URIs. It primarily uses JSON as the data format (XML is also supported) and is accessed at endpoints like /services/data/vXX.0/sobjects/Account/. REST API is the most widely used Salesforce API for web applications, mobile apps, and lightweight integrations. It supports CRUD operations, SOQL and SOSL queries, metadata retrieval, file uploads, Composite requests (batching multiple API calls), and SObject Tree for creating related records in a single request.

In Salesforce Einstein and Data Cloud, a technique where the AI retrieves relevant data from your CRM, knowledge base, or Data Cloud before generating a response, grounding the output in your actual business data.

A Salesforce object (part of Order Management) that represents a customer's request to return purchased products, containing details about which items are being returned, the reason, and the expected refund or exchange.

A line item on a Salesforce Return Order that specifies a particular product being returned, its quantity, condition, return reason, and any associated refund amount or exchange details.

In MuleSoft's API-led connectivity approach (part of the Salesforce ecosystem), a system API or process API designed to be reused across multiple integration projects, reducing duplication and promoting consistent data access.

A Salesforce Forecasting option that tracks projected revenue from opportunities, rolling up amounts based on forecast categories and the role hierarchy to give managers and leaders visibility into expected sales revenue.

Revenue Intelligence is a Sales Cloud product that gives sales leaders AI-powered insight into pipeline health, deal trends, and forecast accuracy. Built on CRM Analytics (the platform formerly known as Tableau CRM and originally Einstein Analytics), it analyzes opportunity, activity, and outcome data to surface patterns a human reviewer would struggle to spot - stalling deals, at-risk pipeline, historical forecast bias, and rep-level performance signals - directly inside the Sales Cloud experience.

In Salesforce Products and Pricing, a schedule defined on a product that specifies how revenue will be recognized over time in installments, splitting total revenue across multiple periods for recognition.

A Salesforce record in the role hierarchy that defines a user's position within the organization's data access structure, determining which records they can see based on the 'roll-up' visibility model.

The Salesforce security structure that defines a hierarchy of roles, where users in higher roles automatically gain read access (or read/write, if configured) to records owned by users in roles below them.

A Roll-Up Summary Field is a special field on a master object in a Master-Detail relationship that calculates an aggregate value (COUNT, SUM, MIN, or MAX) from the related detail records. It automatically recalculates whenever detail records are created, updated, or deleted.

In Salesforce Omni-Channel, a configuration that defines how work items are distributed to agents, specifying routing model (most available or least active), priority, capacity weight, and overflow behavior.

In Salesforce Omni-Channel, the underlying system that evaluates routing configurations, agent availability, capacity, and skills to determine which agent should receive each incoming work item.

In Salesforce Omni-Channel, a logical checkpoint in the routing process where work items enter the routing system, typically associated with a queue from which items are distributed to agents.

In Salesforce dashboards and reporting snapshots, the user whose data access permissions determine what records are included in the results, allowing a dashboard to show data from a single perspective regardless of who views it.

In MuleSoft Anypoint Platform (part of the Salesforce ecosystem), the cloud-based management console for deploying, monitoring, and managing Mule applications across CloudHub, Runtime Fabric, and on-premises environments.