Salesforce terms starting with T

A navigation element in Salesforce that provides quick access to an object's home page, app, web URL, Lightning component, or Visualforce page, appearing in the navigation bar or App Launcher.

Tableau is a data-visualization and analytics platform owned by Salesforce (acquired in 2019). Users connect to SQL databases, cloud warehouses, flat files, and Salesforce objects via native connectors, then build interactive dashboards by dragging dimensions and measures onto visualization shelves. Tableau's stack includes Tableau Desktop (authoring), Tableau Cloud (hosted analytics), Tableau Server (self-hosted), Tableau Pulse (AI-powered monitoring), and Tableau Embedded Analytics (white-label charts embedded in other apps).

The simplest Salesforce report format that displays a flat list of records in rows and columns without any groupings or summaries, essentially a table view of filtered data for basic record listings.

In Salesforce, a Tag is a user-defined keyword attached to a record to aid personal categorization and search. There are two Tag types: Personal Tags (private to the user who applied them) and Public Tags (visible to everyone in the org). Tags don't enforce values from a picklist - users type any keyword - which makes them flexible for ad-hoc organization but poor for structured reporting. They're commonly used for "read later" bookmarking, personal pipeline marking, and quick record-grouping outside formal picklists.

A Tag Cloud in Salesforce is a visual display element in Salesforce Classic that shows the personal or public tags a user has applied to records. Tags appear in different font sizes based on how frequently they are used, creating a weighted visual representation where the most-used tags appear largest. Tag Clouds help users quickly identify and navigate to commonly tagged records. This is a UI feature within Salesforce Classic's tagging functionality, not a cloud computing product.

A Task in Salesforce is a standard activity record that represents a to-do item, follow-up, phone call, or any other action a user needs to complete and track. Tasks store details like the subject, due date, priority, status, and assigned owner, and link to related records through two polymorphic relationships: WhoId (a Lead or Contact) and WhatId (any related object such as an Account, Opportunity, Case, or custom object). Together with Events, Tasks form the Activity timeline that appears on every record's detail page in Lightning Experience. Tasks can be created manually by users, generated automatically by Workflow Rules, Process Builder, or Flow, or logged retrospectively through features like Email-to-Task and call logging via CTI integrations. Closed Tasks roll up into Activity History on the parent record, providing a complete audit trail of customer touchpoints over time.

In the Salesforce Classic console, the links displayed in the footer (task bar) area of the console that provide quick access to common actions like new record creation without leaving the current workspace.

Tasks is a Setup area where administrators configure the behavior of task records across the org, including default task assignment notifications, task close settings, and whether completed tasks are archived. Tasks are a core activity tracking feature used to manage to-do items and follow-ups.

Teams Integration is a Setup page for configuring the integration between Salesforce and Microsoft Teams. It enables features like Salesforce record sharing in Teams channels, CRM data access from the Teams interface, and meeting notifications synced between the two platforms.

In Salesforce Shield Platform Encryption, an org-specific secret generated by the customer that combines with Salesforce's master secret to derive the encryption keys used to encrypt and decrypt the org's data.

In Salesforce Territory Management (Enterprise Territory Management), a defined geographic or logical area used to organize accounts and assign sales reps, determining account access and forecast rollup structures.

In Salesforce Maps and Territory Management, the process of designing, modeling, and optimizing sales territories based on geography, account attributes, and workload balance to maximize coverage and sales effectiveness.

In Salesforce Apex development, a metric that shows which Apex classes and triggers are covered by unit tests and which lines of code are exercised during test execution, with a 75% minimum org-wide coverage required for deployment.

A Test Class in Salesforce is an Apex class written specifically to verify that custom code - including triggers, classes, and controllers - works correctly under various conditions. Salesforce requires a minimum of 75% code coverage from test classes before any Apex code can be deployed to a production environment, making them a mandatory part of the development lifecycle.

Test Deliverability is a Setup tool that sends a test email from Salesforce to a specified address to verify that outbound email delivery is working correctly. It helps administrators diagnose email deliverability issues by confirming that emails can successfully leave the Salesforce platform and reach recipients.

In Salesforce AppExchange, a feature that allows potential customers to try a managed package in a pre-configured trial org to evaluate its functionality before purchasing, providing a hands-on preview.

In Salesforce Apex, a method annotated with @isTest that verifies Apex code behaves correctly by setting up test data, executing operations, and using System.assert methods to validate expected outcomes.

In Salesforce development, a dedicated org used for testing purposes (like a sandbox or scratch org) where developers and QA teams validate customizations, integrations, and configurations before production deployment.

Text is a Salesforce field data type that stores a single line of alphanumeric content up to 255 characters. It's the most common field type for short strings - names, codes, brief descriptions, external IDs - and the SOQL WHERE-clause default for equality comparisons. Text fields support unique constraints, case-sensitivity rules, default values, and can be set as External ID for upsert operations. For longer content Salesforce offers Text Area (255 chars, multi-line), Long Text Area (up to 131,072 chars), and Rich Text Area (HTML-formatted).

A Salesforce field data type that stores multi-line plain text up to 255 characters, suitable for short descriptions or notes that may need line breaks but don't require the larger Long Text Area capacity.

Themes and Branding is a Setup page where administrators customize the visual appearance of Lightning Experience, including the org's logo, brand color, loading page background, and default banner image. These settings help organizations align the Salesforce interface with their corporate brand identity.

In Salesforce workflow rules and processes, a time-based trigger that schedules workflow actions to execute at a specified time before or after a date field value on the record (like 3 days before Close Date).

In Salesforce workflow rules, an automated action (field update, email alert, task, outbound message) scheduled to execute at a future time relative to a date field, queued by a time trigger rather than firing immediately.

In Salesforce governor limits and API integrations, the maximum time allowed for a transaction, callout, or query to complete before Salesforce terminates it, preventing long-running processes from consuming shared resources.

Token Exchange Handlers is a Setup page for managing Apex classes that handle OAuth token exchange flows. These handlers implement custom logic for exchanging tokens between identity providers and Salesforce, enabling complex authentication scenarios like token delegation and cross-cloud identity federation.

Tools is a Setup section that provides access to various developer and administrator tools within Salesforce, including the Developer Console, debug log viewers, deployment tools, and other utilities that assist with building, testing, and troubleshooting customizations.

In Salesforce Ideas, a list view that ranks ideas by the highest cumulative vote count since the Ideas community was launched, surfacing the most popular feature requests or suggestions of all time.

A Topic in Salesforce is a standard object that represents a tag or theme used to categorize Chatter posts, Knowledge articles, records, files, and other content across the platform. Each Topic record holds a Name, an optional Description, and a TalkingAbout counter that tracks how often the Topic has been discussed recently. Topics are linked to specific items through the TopicAssignment junction object, which records which Chatter post, article, or record was tagged with which Topic. This shared tagging vocabulary lets users surface related content across object boundaries - clicking a Topic surfaces every Chatter post, knowledge article, and record tagged with it, regardless of their underlying objects. Topics are crowdsourced by default: any user can apply or create Topics, which makes them useful for capturing emergent themes (a product issue, a competitive scenario, a regional event) without requiring admin configuration. Topics also drive Experience Cloud navigation, where Topic pages serve as landing destinations for community content organized around themes rather than objects.

In Salesforce Chatter, a feature that uses hashtags (#) to categorize and organize posts by subject, allowing users to follow specific topics and discover related conversations across the org's feed.

In Salesforce Trailhead, a curated sequence of modules and projects that guides learners through a structured learning path on a specific topic (like Admin Beginner or Developer Intermediate), building skills progressively.

Trailhead is Salesforce's free online learning platform that teaches Salesforce skills through interactive modules, projects, and superbadges. It gamifies learning with points, badges, and ranks, and covers everything from basic CRM concepts to advanced development topics. Trailhead is used by administrators, developers, business users, and anyone wanting to learn Salesforce.

A free, pre-configured Salesforce Developer Edition org provisioned through Trailhead specifically for completing hands-on challenges and projects, providing a safe environment for learning without affecting real data.

In Salesforce Einstein and AI, the historical dataset used to train a machine learning model, which the model analyzes to learn patterns and relationships that it then uses to make predictions on new data.

A Training Phrase (also called a training utterance) in Salesforce Einstein Bots is an example sentence or expression that an administrator provides to teach the bot's Natural Language Understanding (NLU) model how to recognize a specific intent. For each intent, multiple training phrases are added to cover the different ways a customer might express the same request. For example, the 'Check Order Status' intent might include training phrases like 'Where is my order?', 'Track my shipment', 'I want to check my delivery status', and 'Order update.' The more diverse and representative the training phrases, the better the bot can accurately classify incoming messages.

Transaction Security is a Setup feature in Salesforce Shield that allows administrators to create policies that monitor real-time events and take automatic action when suspicious activity is detected. Policies can block actions, require multi-factor authentication, freeze users, or send notifications based on conditions like data export volume or login location.

In Salesforce Apex, a single unit of execution that includes all DML operations, SOQL queries, callouts, and other operations between the start and end of an execution context, subject to governor limits as a group.

In Salesforce B2B Commerce, a financial transaction that occurs during the checkout process when a buyer completes their purchase, encompassing payment processing, order creation, and confirmation.

Translation Language Settings is a Setup page where administrators manage the languages available for translation in the Translation Workbench. It allows admins to enable specific languages for translating custom labels, picklist values, help text, and other translatable metadata components in the org.

A Salesforce setup tool that manages the translation of custom labels, picklist values, field names, page layouts, and other customizable text into multiple languages for organizations with multilingual users.

In Salesforce Chatter, a feature that highlights topics (hashtags) that are currently receiving the most posts and engagement across the organization, helping users discover what subjects are top of mind.

An Apex Trigger is a piece of Apex code that executes before or after data manipulation language (DML) events on Salesforce records, such as insert, update, delete, merge, upsert, and undelete. Triggers allow developers to perform custom actions when records are modified, such as validating data, updating related records, or calling external services.

In Salesforce Apex triggers, system-provided variables (like Trigger.new, Trigger.old, Trigger.isInsert, Trigger.isBefore) that provide context about the records being processed and the type of DML operation that fired the trigger.

In Salesforce, the action of permanently removing all records from a custom object while preserving the object's metadata, fields, and configuration, used to clear data without deleting the object definition itself.

Trusted URL and Browser Policy Violations is a Setup page that logs instances where browsers blocked content due to Content Security Policy (CSP) violations. It helps administrators identify and resolve issues where custom JavaScript, iframes, or external resources are being blocked by the browser's security policies.

Trusted URLs is a Setup page where administrators add external URLs to the Content Security Policy (CSP) allowlist, permitting Salesforce Lightning pages to load scripts, styles, images, and frames from those domains. Without an allowlist entry, browsers block external content for security reasons.

Trusted URLs for Redirects is a Setup page where administrators specify external URLs that Salesforce is allowed to redirect users to. This prevents open redirect vulnerabilities by ensuring that users can only be redirected to pre-approved domains from Salesforce pages and custom links.