Salesforce terms starting with W

In Salesforce Web-to-Lead, leads generated when prospects submit a web form directly on your website, captured automatically as Lead records with the lead source tracking their origin from the web form.

Custom links in Salesforce (also called custom buttons and links) that navigate users to external URLs, execute JavaScript (Classic only), or invoke Visualforce pages, configured on object page layouts for custom actions.

In Salesforce lead tracking, leads that arrive from third-party websites that link to your web-to-lead form, with the referring URL captured to track which external sites are driving lead generation.

In Salesforce integration context, an API endpoint (REST or SOAP) that enables programmatic communication between Salesforce and external systems for exchanging data and executing operations.

The collection of Salesforce APIs (REST API, SOAP API, Bulk API, Streaming API, Metadata API, and others) that enable external applications to programmatically interact with Salesforce data and metadata.

A Salesforce tab type that displays an external web page within the Salesforce interface using an iframe, allowing users to access third-party websites or applications without leaving Salesforce.

A Salesforce feature that automatically creates case records from customer submissions on a web form, capturing the form field values and routing the new case to a queue or assignment rule for handling.

A Salesforce feature that automatically creates lead records from visitor submissions on a web form embedded on your website, capturing prospect information and optionally triggering auto-response rules and assignment rules.

In Salesforce Apex, a method declared with the webservice keyword that exposes custom Apex logic as a SOAP web service endpoint, allowing external applications to call the method via the enterprise or partner WSDL.

In Salesforce Service Cloud Messaging, the integration that enables agents to communicate with customers through WhatsApp Business directly from the Service Console, supporting rich media, templates, and conversation history.

In Salesforce SOSL search and SOQL queries, special characters (* and ?) used as placeholders in search terms where * matches zero or more characters and ? matches exactly one character, broadening search results.

In Salesforce, a Wizard is a guided, multi-step user interface that walks a user through a structured task - one decision or input per screen - with validation between steps. Classic examples are the Data Import Wizard (point-and-click data loading), the Schema Builder object-creation wizard, and Salesforce's various setup wizards (Quick Start templates, Lightning App Builder's app wizard). Modern Wizards are typically built as Screen Flows in Flow Builder, which gives admins a declarative way to design multi-step guided experiences without code.

In Salesforce Omni-Channel, a record (case, lead, chat, or custom object) that has been queued for routing to an agent, representing a unit of work that Omni-Channel distributes based on routing configuration and agent capacity.

A Salesforce Field Service object that represents a job or task to be completed, typically at a customer's location, containing details like the work type, priority, service territory, and associated account or asset.

A child record of a Salesforce Work Order that represents an individual task or line item within the larger work order, allowing complex jobs to be broken into specific sub-tasks with their own scheduling and tracking.

A Salesforce Field Service template object that captures the standard attributes of a job - estimated duration, required skill set, and required materials - so work orders and work order line items can be created from it consistently.

An automated action configured in a Salesforce workflow rule that executes when the rule's criteria are met, including field updates, email alerts, task creation, and outbound messages to external systems.

A Workflow Email Alert is an automated action that sends email notifications to specified recipients (users, roles, email addresses, or related contacts) when a workflow rule's or approval process's criteria are met. It uses a predefined email template to generate the message. Email alerts are configured in Setup under Workflow Actions and continue to function even though Workflow Rules themselves have been retired in favor of Flow.

A specific type of workflow action in Salesforce that automatically changes a field value on the record (or a related record's field) when the parent workflow rule fires, commonly used for setting statuses or dates.

A workflow action in Salesforce that sends a SOAP XML message containing record field data to a specified external web service endpoint when the workflow rule triggers, enabling real-time outbound integration.

In Salesforce workflow, the system queue that holds time-dependent workflow actions waiting to execute at their scheduled time, viewable by admins in Setup under Time-Based Workflow monitoring.

A Workflow Rule is a legacy Salesforce automation that triggered automatic actions when a record met specified criteria - field updates, email alerts, outbound messages, and tasks. Salesforce ended Workflow Rules creation in Winter '23 and retired the feature entirely on December 31, 2025; existing rules stopped executing after that date. Flow is the official successor, and Salesforce provides a Migrate-to-Flow tool to convert remaining Workflow Rules.

A workflow action in Salesforce that automatically creates a task record and assigns it to a specified user, role, or record owner when a workflow rule fires, used for follow-up reminders and action items.

A Salesforce Service Cloud product that provides workforce planning, forecasting, scheduling, and intraday management tools to optimize staffing levels in contact centers based on predicted work volumes and channel mix.

In Salesforce Apex development, a design pattern where a custom class encapsulates (wraps) one or more sObjects or other data types, combining them into a single object for convenient use in Visualforce pages or Lightning components.

In Salesforce development, an open-source Java library (Web Service Connector) that generates Java stubs from Salesforce WSDL files, providing a client framework for making SOAP API calls to Salesforce from Java applications.

In Salesforce, an XML file that defines the operations and data types available in a web service API, downloaded from Setup and used to generate client code for SOAP API integrations with Salesforce (Enterprise, Partner, or Metadata WSDL).