Salesforce how-to guides

How to Account Assignment Rule in Salesforce

Account Assignment Rules in older orgs route incoming Accounts to specific owners based on criteria — "new Tech Industry Accounts go to the West Coast SMB team." Salesforce de-emphasized this for direct Account assignment in favor of Lead Assignment + Lead Conversion routing, but the page still exists for legacy use.

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How to Account Settings in Salesforce

Account Settings is the org-wide configuration page for the Account object — toggles for Account Teams, Person Accounts, Account Hierarchy display, and a handful of related options. Most are one-time decisions made early in an org's life; some are one-way enablements.

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How to Action Layout in Salesforce

Action Layouts control the form that appears when a user clicks a Quick Action — which fields show up, in what order, with which required / read-only states. Each Quick Action has its own Action Layout, configured from the action detail page.

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How to Activity Settings in Salesforce

Activity Settings is the global configuration page for Tasks, Events, and Calendars — closed-task editing, email-to-Salesforce, custom logo on Activity Composer, and similar org-wide toggles. Small page, big impact on user experience.

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How to Audit Trail Export Dashboard in Salesforce

Audit Trail Export Dashboard is a visual overview + export tool for Setup Audit Trail — the 6-month log of every configuration change in the org. Provides filtering, searching, and CSV download for compliance audits and forensic investigations. Newer feature; older orgs use Setup → View Setup Audit Trail directly.

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How to Auth. Providers in Salesforce

Auth. Providers configure social login (Google, Facebook, Apple) or OpenID Connect login for Salesforce — letting external consumers log into Experience Cloud sites with their existing accounts. They're separate from SAML SSO Settings (which target enterprise IdPs).

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How to Authorized Email Domains in Salesforce

Authorized Email Domains configure which email domains your Salesforce org can send mail from — "yourcompany.com," "support.yourcompany.com." Setup is paired with DKIM Keys and SPF / DMARC DNS records. Together they tell receiving mail servers "yes, this email genuinely came from Salesforce on behalf of yourcompany.com."

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How to Auto Number in Salesforce

Auto Number is a custom field type that generates a unique, sequential number for each new record — "INV-{0001}," "CASE-{0000000}," "PRJ-{0000}." Salesforce increments automatically; admins control the display format. Common for invoice numbers, ticket numbers, and any identifier that needs sequential uniqueness.

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How to Background Jobs in Salesforce

Background Jobs is the read-only page showing in-flight platform jobs — sharing recalculations, large data loads, scheduled Apex, batch Apex. When a sharing rule recalculation is taking forever, this is where you check progress.

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How to Big Objects in Salesforce

Big Objects store billions of records on the Salesforce platform — historical activity, archive data, IoT-scale audit trails. Different SOQL behavior than standard / custom objects (asynchronous queries, fewer field types). Setup is via Custom Metadata-style declarative config OR via Apex with createBigObject(); production Big Objects are typically deployed via Metadata API.

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How to Briefcase Builder in Salesforce

Briefcase Builder configures which Salesforce records get pre-loaded onto the Salesforce Field Service mobile app for offline access — "this technician's open Work Orders for the next 7 days," "all Assets at customer sites this technician serves." Field workers in low-connectivity areas need this to actually work without internet.

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How to Bulk Data Load Jobs in Salesforce

Bulk Data Load Jobs is the page showing in-flight and recent Bulk API jobs — Data Loader runs, Bulk API integrations, Bulk API 2.0 jobs. When a 5M-row Data Loader run finishes, this is where you confirm the success / failure counts.

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How to Business Hours in Salesforce

Business Hours define when your team is available to take Cases — drives entitlement clocks, escalation rules, and milestone timing. Most orgs need at least one Business Hours record per region (Americas / EMEA / APAC) so SLA timers pause overnight in each timezone.

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How to Calendar Settings in Salesforce

Calendar Settings is the org-wide configuration page for how calendars behave — whether users can share calendars, view-only access for managers, hover details on the home page. Per-user view preferences live in personal settings; org-wide defaults live here.

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How to Certificate and Key Management in Salesforce

Certificate and Key Management is the Setup page for managing certificates used in SAML SSO, mutual TLS authentication, JWT signing, and other crypto-heavy integrations. Generate self-signed certs, upload CA-signed certs, view expiration dates. Renew before expiration to avoid breakage.

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How to Change Set in Salesforce

Change Sets are Salesforce's built-in deployment mechanism for moving metadata between connected orgs (Sandbox → Production, or between Sandboxes). They're slow, manual, and the modern alternative is Salesforce DX or third-party tools like Copado / Gearset — but Change Sets remain the path of least friction for small admin-led deploys.

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How to Classic Email Templates in Salesforce

Classic Email Templates are the original Salesforce email templating system — Setup metadata (deployable via change set / DX), used by Apex SingleEmailMessage, Workflow Email Alerts, and Approval Process emails. They predate Lightning Email Templates and remain the only flavor that works in Apex / Workflow contexts.

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How to Classic Letterheads in Salesforce

Classic Letterheads are the brand wrappers for Classic Email Templates — header logo, footer disclaimer, branded colors. They sit on top of HTML Classic Email Templates to provide consistent branding. Lightning Email Templates have their own embedded brand styling separately.

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How to Company Information in Salesforce

Company Information is the global org-level configuration page — Default Locale, Default Time Zone, Currency, Salesforce Edition, Org ID, License counts. Most fields are read-only (Salesforce sets them); the editable ones are foundational and rarely changed.

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How to Compliance BCC Email in Salesforce

Compliance BCC Email auto-BCCs every outbound Salesforce email to a specified compliance address — useful for regulated industries (financial services, healthcare) that need a complete audit of customer communications. Org-wide setting; once enabled, ALL outbound email gets a copy.

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How to Compliant Data Sharing in Salesforce

Compliant Data Sharing (CDS) is the granular record-level access control feature for regulated industries — Financial Services Cloud, Health Cloud, Public Sector. It supplements the standard Salesforce sharing model with per-record participant roles and access-rule policies that align with HIPAA / FINRA / GDPR requirements.

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How to Connected Apps OAuth Usage in Salesforce

Connected Apps OAuth Usage is the read-only page showing which Connected Apps are actively used in your org — login counts, last login time, total users. Useful for identifying unused Connected Apps to retire and active integrations to monitor.

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How to Console Layout in Salesforce

Console Layout defines what appears in the footer panel of a Classic Salesforce Console — chat widgets, softphone, history, knowledge sidebar. In Lightning, the equivalent is the Utility Bar in App Manager; Console Layout is a Classic-era concept that still matters for orgs running the Salesforce Classic Service Console.

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How to Console Settings in Salesforce

Console Settings configure the Service Console (and Sales Console) — multi-tab navigation, split view, keyboard shortcuts, Lightning Page assignments. The settings live per-Lightning App, not org-wide, since each Console is its own Lightning App.

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How to Custom App in Salesforce

Custom Apps bundle a set of tabs under a single label with branding — "Sales App," "Service Console," "Field Service Lightning." Each user picks an App from the App Launcher and the workspace switches to that App's tabs / utility bar / theme. Configured in Setup → App Manager. Distinct from Lightning Out apps (which are externally embedded).

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How to Custom Field in Salesforce

Custom Fields are how you extend a Salesforce object beyond its standard fields — text fields, numbers, picklists, formulas, lookups. The data type is locked once chosen; pick carefully. Each custom field gets a __c suffix in its API name.

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How to Custom Help in Salesforce

Custom Help is the admin-defined help text that shows up next to fields and on object detail pages — context-specific guidance for users. Per-field Help Text appears as a ? tooltip; per-object Custom Help can replace the default help URL with custom internal documentation.

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How to Custom Labels in Salesforce

Custom Labels are reusable strings — error messages, button labels, help text — that can be referenced from Apex, Visualforce, Lightning components, and Flows. They're translatable via Translation Workbench, making them the standard mechanism for internationalizing UI text.

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How to Custom Notifications in Salesforce

Custom Notifications are the platform's built-in push notification system — "Big Deal Alert," "Case escalation," "Reminder." They appear in the bell icon on desktop and as push notifications on mobile, fired from Flow / Process Builder / Apex / Custom Notifications API.

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How to Custom Permissions in Salesforce

Custom Permissions are admin-defined permission flags that you can grant via Profiles or Permission Sets and check in Apex / Validation Rules / Flow / Visualforce. They let you build feature gates without inventing custom "is enabled" checkbox fields per user.

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How to Custom Settings in Salesforce

Custom Settings are a specialized object type for storing org-wide / profile-level / user-level configuration data — feature flags, integration endpoints, default values your code reads frequently. They're cached in the application cache for fast access without SOQL. Two flavors: List (org-wide dataset) and Hierarchy (per-org/profile/user fallback).

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How to Data Categories in Salesforce

Data Categories are hierarchical taxonomies that classify Knowledge articles and Chatter Answers questions — "Region: North America > California," "Product: Premium > Pro Plus." Drives article visibility (per category) and search filtering. Foundational for any Knowledge implementation; without categories, all articles are visible to all users.

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How to Data Classification Settings in Salesforce

Data Classification Settings let you tag fields with metadata — Compliance Categorization (PII / PHI / GDPR), Sensitivity Level, Data Owner, Field Usage. The classification is metadata only — it doesn't enforce anything by itself, but feeds into reports and data-protection workflows.

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How to Data Encryption in Salesforce

Data Encryption in Salesforce is two distinct features under one umbrella term — Classic Encryption (a 128-bit encrypted text field type for masking individual fields) and Shield Platform Encryption (256-bit AES at rest with key management, search-aware, validation-rule-aware). Most modern orgs use Shield Platform Encryption; Classic Encryption is legacy.

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How to Data Encryption Keys in Salesforce

Data Encryption Keys is the Setup page for managing per-tenant encryption keys (Tenant Secrets) used by Shield Platform Encryption. It's effectively a synonym for Key Management, but the URL and breadcrumb may differ depending on Salesforce release.

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How to Data Export in Salesforce

Data Export is the Salesforce-built-in backup tool — exports all org data as a ZIP of CSV files, on-demand or on a schedule (weekly / monthly). The free tier is for backup / compliance / migration; not designed for routine integration. Heavy-volume orgs typically pair this with third-party backup (OwnBackup, Cohesity).

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How to Data Import Wizard in Salesforce

Data Import Wizard is Salesforce's in-app, browser-based bulk data tool — for loads up to 50,000 rows. Simpler than Data Loader, no installation, friendly column-mapping UI. The right tool when you don't need the full power (or risk) of Data Loader.

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How to Data Integration Metrics in Salesforce

Data Integration Metrics is the read-only dashboard showing how Data Integration Rules are performing — successful enrichments, failures, queue depth. The first stop when admins notice that addresses aren't being geocoded or that company data isn't auto-populating.

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How to Data Integration Rules in Salesforce

Data Integration Rules are Salesforce's auto-update rules for cleaning standard fields with third-party data — Lead Industry from D&B, Account NAICS code, Geocoding for Addresses. They run automatically when records are saved. Setup involves enabling the rule and confirming the data source.

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How to Data Loader in Salesforce

Data Loader is the desktop bulk-data tool Salesforce ships free. It moves up to 5 million records per job, runs from Mac/Windows, and uses the Salesforce SOAP / Bulk API under the hood. The setup is short; the work is in mapping CSV columns to Salesforce fields correctly.

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How to Data Protection and Privacy in Salesforce

Data Protection and Privacy is the Setup page for GDPR-compliance features — Right to Be Forgotten, consent capture (Individual object), Data Subject Access Requests. It exposes the toggles and links to related Setup pages but isn't a single config.

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How to Deep Clone Product Settings in Salesforce

Deep Clone Product Settings configure which child records get copied when a Product is deep-cloned — Price Book Entries, Product Features, Product Selling Models, attribute definitions. The Deep Clone feature is part of Product Catalog Management in Revenue Cloud / Industries Cloud, not the standard Product object.

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How to Delegated Administration in Salesforce

Delegated Administration lets non-admins perform a constrained subset of admin tasks — "the team lead can reset team members' passwords and create users in the Sales role hierarchy, but can't see other teams' data." Useful for distributing routine admin work without giving away the System Administrator profile.

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How to Delegated Authentication Error History in Salesforce

Delegated Authentication Error History logs failed delegated-authentication attempts — when Salesforce tries to validate a user's credentials against an external service via Delegated Authentication and the service rejects. Useful for forensic investigation and integration debugging.

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How to Deliverability in Salesforce

Deliverability controls whether your org actually sends outbound email. Sandboxes default to System-Email-Only (no email to real users) to prevent test data from spamming customers. Production should be All Email. Misconfiguration = no emails go out, which often confuses admins debugging silent failures.

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How to Density Settings in Salesforce

Density Settings control the spacing in Lightning Experience — Comfy (spacious, labels above fields) or Compact (tighter, labels to the left). The org admin sets the default; individual users can override via the avatar menu. Compact gets ~30% more info-density and is closer to Salesforce Classic's layout.

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How to Dependent Field in Salesforce

Dependent Fields are picklists whose available values dynamically filter based on a Controlling Field's value — "if Country = USA, show only US states." Configured via Field Dependencies on the dependent picklist. The dependent picklist is the field that gets filtered; the controlling field drives the filtering.

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How to Deployment Manager in Salesforce

Deployment Manager is the (sometimes named) Setup page for monitoring multi-environment deployment pipelines — orgs that have multiple sandboxes feeding into production. Salesforce's first-party offering here is limited; most enterprise teams use Copado, Gearset, or Salesforce DX with their own pipeline tooling.

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How to Deployment Status in Salesforce

Deployment Status is the read-only monitoring page for in-flight and recent metadata deployments — Change Sets, Salesforce DX deploys, Apex packages. When a deployment fails, this is where you find the error message and decide whether to roll back.

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How to DKIM Keys in Salesforce

DKIM (DomainKeys Identified Mail) cryptographically signs outbound email so recipients can verify the email genuinely came from your domain — not spoofed. Setup involves generating a key in Salesforce, publishing the public half via DNS, then activating. Strong deliverability lift.

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How to Duplicate Error Logs in Salesforce

Duplicate Error Logs is the page showing recent Duplicate Rule violations — when a Block-action duplicate rule prevented a save, the error is logged here. Useful for debugging "why did this insert fail" issues with bulk integrations.

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How to Duplicate Management in Salesforce

Duplicate Management is the umbrella feature combining Matching Rules + Duplicate Rules + the Merge UI — together they detect, prevent, and consolidate duplicate records. Each piece configured separately (see matching-rules / duplicate-rule); this page covers the holistic approach to duplicate handling.

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How to Duplicate Rule in Salesforce

Duplicate Rules are how Salesforce stops or warns users about creating dupes — "this Lead already exists, are you sure?" They pair with Matching Rules (the engine that decides what counts as a match) to form the Duplicate Management feature. Activate the Matching Rule first; the Duplicate Rule is useless without one.

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How to Email Attachments in Salesforce

Email Attachments is the Setup page configuring how email attachments are handled — included on the Email Message record vs as standalone Files, max attachment size, security options. Affects Lightning Email Composer, Email-to-Case, and Apex SingleEmailMessage behavior.

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How to Email Delivery Settings in Salesforce

Email Delivery Settings is closely related to Deliverability — controls how outbound emails leave Salesforce, retry behavior on bounces, sender domain authentication. Some orgs see these settings under Email Administration; others under Deliverability. Same underlying mechanism.

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How to Email Footers in Salesforce

Email Footers configure standard text appended to outbound emails — "This email is confidential...", "Unsubscribe at...", legal disclaimers. They apply globally to email sent via Salesforce (Lightning Email Composer, Email Alerts, Apex SingleEmailMessage). Required by some compliance regimes.

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How to Email Services in Salesforce

Email Services route inbound email to Apex handlers — "when an email lands at this address, run this Apex class." Useful for custom Email-to-Case logic, ticket-creation from forwarded emails, or any inbound-email workflow that goes beyond standard Email-to-Case.

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How to Enablement Lite Settings in Salesforce

Enablement Lite Settings configure the Salesforce Enablement Lite feature — in-app guidance, walkthroughs, training programs delivered to users without leaving Salesforce. Useful for rolling out new features or onboarding new hires inline with their work.

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How to Encryption Settings in Salesforce

Encryption Settings configure Shield Platform Encryption — encrypt fields, files, and search indexes at rest using tenant-managed keys. It's a paid Shield add-on and one of the strongest data-at-rest protection options Salesforce offers. Setup is fast; the real work is picking which fields to encrypt.

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How to Event Monitoring Settings in Salesforce

Event Monitoring Settings configure the Event Monitoring feature — log files of API calls, page views, report exports, and other user actions for security forensics and compliance audits. Requires the Event Monitoring add-on or Shield bundle.

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How to Feature License in Salesforce

Feature Licenses are per-user flags that unlock specific Salesforce features beyond the base User License — Marketing User, Knowledge User, Service Cloud User, Flow User, Mobile User. Some Feature Licenses are checkboxes on the User record; others are Permission Set Licenses (PSLs) granted via assignments. Either way, gates access to gated capabilities.

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How to Field Accessibility in Salesforce

Field Accessibility is the read-only dashboard showing the visibility / read-only / required state of each field across every Profile and Record Type combination. Useful for auditing field-level security at a glance — "who can see this field, who can edit it, who has it required."

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How to Field History Tracking in Salesforce

Field History Tracking creates a per-field log of who-changed-what-when. Pick the fields, enable tracking, and Salesforce starts recording each change. The audit lives on the record's History related list. Limit: 20 fields per object.

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How to Field-Level Security in Salesforce

Field-Level Security (FLS) controls which fields a profile / permission set can see and edit, independent of the page layout. It's the most-confused part of the Salesforce security model — page layouts dictate visual placement, FLS dictates whether the data is exposed at all.

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How to File Upload and Download Security in Salesforce

File Upload and Download Security restricts what file types users can upload to Salesforce and how the browser handles them on download. The default is permissive; tightening is recommended for security-sensitive orgs (finance, healthcare, government).

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How to Health Check in Salesforce

Health Check is Salesforce's built-in security audit dashboard — it scores your org against the Salesforce Baseline Standard (or a custom baseline you upload) and flags settings that fall short. You don't "set up" Health Check; you run it, then fix the actual underlying settings it flags.

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How to Holidays in Salesforce

Holidays are stand-alone records you create once, then link to one or more Business Hours. They pause SLA timers and milestone clocks on those days. Salesforce ships no holidays out of the box — you create them per region, including recurring annual ones.

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How to Identity Provider in Salesforce

Identity Provider Setup is the inverse of Single Sign-On Settings — here Salesforce IS the IdP, authenticating users for downstream apps (Slack, Box, custom internal tools). It's much rarer than Salesforce-as-SP but useful for orgs that want one Salesforce login to span dozens of apps.

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How to Identity Provider Event Log in Salesforce

Identity Provider Event Log records every IdP login event when Salesforce is the IdP — successful and failed authentications to downstream apps. Useful when downstream apps report SSO failures and you need to confirm whether Salesforce sent a valid SAML assertion.

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How to Identity Verification in Salesforce

Identity Verification (the modern name for MFA configuration) controls when and how users prove they are who they say they are — TOTP authenticator apps, security keys, SMS, email codes. Since 2022, MFA is contractually required for Salesforce admin and high-privilege users.

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How to Identity Verification History in Salesforce

Identity Verification History logs every MFA / identity-verification challenge a user faced — successful TOTP verifications, declined push notifications, SMS attempts. Critical for forensic investigation when an admin needs to confirm whether MFA was actually used during a suspicious login.

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How to Import Wizard in Salesforce

Import Wizard is the in-app, browser-based bulk data import tool — for loads up to 50,000 rows with built-in duplicate checking. The same tool as Data Import Wizard (Setup → Data Import Wizard); "Import Wizard" is the older / shorter name. Best for admins doing one-off imports without Data Loader.

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How to Intelligent Sales Settings in Salesforce

Intelligent Sales Settings configure the Einstein-powered sales features — High Velocity Sales, Sales Cadences, Einstein Conversation Insights, lead / opportunity scoring. Each is a separate paid feature; Intelligent Sales Settings is the umbrella enablement page.

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How to Key Management in Salesforce

Key Management is the Tenant Secret rotation interface for Shield Platform Encryption — generate new keys, mark them active, archive old ones. Periodic rotation reduces blast radius if a key is compromised. The bulk of Shield admin time is here.

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How to Language Settings in Salesforce

Language Settings configure the org's default language and which languages users can pick personally. Translatable UI strings are managed via Translation Workbench separately. Language Settings is about which languages the org *supports*, not what's translated.

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How to Lightning Email Templates in Salesforce

Lightning Email Templates are the modern email-template system — records (not Setup metadata), share-able like any record, used by Lightning Email Composer in the Activity tab. They replaced Classic Email Templates for most modern email workflows but the two still coexist.

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How to Login Access Policies in Salesforce

Login Access Policies control whether admins can grant themselves Login As access to other users. Login As lets an admin impersonate another user for support — but it's a powerful feature requiring careful policy. The Setup page configures the policies.

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How to Login History in Salesforce

Login History is Salesforce's read-only audit log of every login attempt — who, when, from where, success or failure, MFA used or not. It's the first place to look when investigating account compromise or surprising activity. You don't "set up" Login History; it's always on. You configure access to it.

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How to Manage Connected Apps in Salesforce

Manage Connected Apps is the org-level page for governing already-installed Connected Apps — block app, change OAuth policies, set IP relaxation, configure session settings per app. It's the day-2 management page (vs App Manager for creation).

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How to Manage Subscription in Salesforce

Manage Subscription is the Setup page where admins view and manage the org's Salesforce subscription — license counts, edition info, add-on products, contract renewal date. Most of the page is read-only metadata Salesforce surfaces; the action available is contacting Sales to add seats or upgrade. Replaces the old "call your AE" workflow for many license tasks.

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How to Manual Sharing in Salesforce

Manual Sharing lets record owners grant access to specific users / roles / groups beyond what Org-Wide Defaults and Sharing Rules provide — "share THIS Account with this specific user." Per-record sharing button. Surfaced via the Sharing button on records when the object's OWD is Private or Public Read.

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How to Maps and Location Settings in Salesforce

Maps and Location Settings configure the Salesforce Maps and location-based features — geocoding, address verification, map components. Most useful for Field Service, Sales territory management, and any record with address data. Salesforce Maps is a paid add-on.

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How to Matching Rules in Salesforce

Matching Rules are the engine — they define what counts as a duplicate ("same email," "similar name + same company"). Duplicate Rules are the policy on top ("warn or block"). You configure matching first, then a duplicate rule references it.

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How to Messaging Components in Salesforce

Messaging Components are reusable building blocks for Service Cloud Messaging conversations — buttons, lists, forms, suggested replies. They make agent + customer messaging interactions interactive, not just text. Built once, reused across messaging channels.

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How to Messaging Settings in Salesforce

Messaging Settings configure SMS, WhatsApp, Apple Business Chat, Facebook Messenger, and other text-based service channels. Each channel has its own provider (Twilio, Salesforce-managed, etc.) and its own setup flow — Messaging Settings is the umbrella where you manage all of them.

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How to My Domain in Salesforce

My Domain is your org's custom Salesforce subdomain — yourcompany.lightning.force.com instead of the generic na123.salesforce.com. It's required for new orgs since 2021, mandatory for SAML SSO and many Lightning features, and one-way once deployed.

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How to Network Access in Salesforce

Network Access defines IP ranges from which logins are trusted (no MFA prompt) versus all other IPs (MFA required even after entering correct credentials). It's a coarse-grained security control — useful for marking a corporate office as trusted while requiring MFA from home.

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How to OAuth and OpenID Connect Settings in Salesforce

OAuth and OpenID Connect Settings configure org-wide OAuth behavior — token lifetimes, scopes available to Connected Apps, OpenID Connect (OIDC) discovery endpoints. It's a foundation page for SSO and integration scenarios.

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How to OAuth Custom Scopes in Salesforce

OAuth Custom Scopes let you define your own OAuth scopes for Connected Apps — beyond the standard api / refresh_token / openid scopes. Useful for fine-grained access control between Connected Apps and your custom Apex APIs.

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How to Order Settings in Salesforce

Order Settings turns on the Orders object and its sub-features — Reduction Orders (subtract from activated orders), Add Order Products to Activated Orders, etc. New orgs ship with Orders off; this is where you turn it on.

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How to Org-Wide Default in Salesforce

Org-Wide Default (OWD) is the baseline sharing for each object — Private, Public Read Only, Public Read/Write, or Controlled by Parent. Foundational decision: more restrictive OWDs (Private) require Sharing Rules to widen access; more permissive OWDs (Public R/W) make sharing rules moot.

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How to Page Layout in Salesforce

Page Layouts control field placement, related lists, and Salesforce Classic-style buttons on a record's Details tab. In Lightning, Lightning Record Pages (built in Lightning App Builder) sit on top — but page layouts still drive the Details tab inside them. They're not going away.

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How to Password Policies in Salesforce

Password Policies are the global rules around how user passwords behave — length, complexity, expiration, lockout. Org-default policies apply to everyone; profile-level policies override the default for users on that profile.

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How to Path Settings in Salesforce

Path Settings configure Salesforce Path — the visual progress indicator on records, showing stages and key fields per stage. Most common on Opportunity and Case. Path is what gives reps a guided UX through the deal stages with key-fields-at-each-stage prompts.

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How to Permission Set in Salesforce

Permission Sets grant *additional* permissions on top of a user's profile — they only add, never subtract. Modern Salesforce strongly favors permission sets over profile-based permissions because they're composable and easier to audit.

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How to Permission Set Assignment in Salesforce

Permission Set Assignments are the records that link a User to a Permission Set (or Permission Set Group). They're the operational mechanism for the additive-permissions model — a User has one Profile (the floor) plus many Permission Set Assignments (incremental access). Modern best practice favors Permission Sets over Profile-based permissions because they're composable.

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How to Permission Set Group in Salesforce

Permission Set Groups bundle multiple Permission Sets into a single assignable unit — "Sales Manager Bundle" gives a user every permission set Sales Managers need at once. They're the modern best-practice grouping mechanism that replaced "clone the profile" workflows.

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How to Permission Set License in Salesforce

Permission Set Licenses (PSLs) are supplemental licenses that unlock gated features beyond a user's base User License — CRM Analytics Plus, Identity Connect, Field Service, Einstein bots. PSLs are assigned to users in Setup; assigning a PSL doesn't grant any permissions on its own — you still need a Permission Set that references the PSL's gated permissions.

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How to Picklist Settings in Salesforce

Picklist Settings controls global picklist behavior — what happens to inactive values, whether unrestricted picklists let API submissions through, and similar org-wide toggles. Small page, but the toggles touch every picklist field in the org.

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How to Picklist Value Sets in Salesforce

Picklist Value Sets (Global Picklists) are reusable lists of values shared across many picklist fields — "Country," "US State," "Industry." Adding a value to the set propagates to every field that uses it. They enforce data consistency and let admins maintain a single source of truth.

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How to Product Settings in Salesforce

Product Settings configure org-wide behavior for the Product object and Price Books — Quantity Schedules, Revenue Schedules, Multi-Currency Price Books, and the relationship between Products and Opportunities. Foundational settings most admins set once and rarely revisit.

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How to Profile in Salesforce

A Profile is the floor of a user's permissions — the License × Profile combination dictates what they can ever do, and Permission Sets only add to that floor. Modern best practice is to clone a Standard Profile and grant most permissions via Permission Sets, but you still need at least one Profile per user.

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How to Public Group in Salesforce

Public Groups are flexible collections of Users — used as targets in Sharing Rules, members of Queues, list-view sharing, and dozens of other places. Anywhere Salesforce asks "who?", a Public Group is usually a valid answer.

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How to Queue in Salesforce

Queues are shared inboxes for records — pending Leads, unassigned Cases, approval requests. Records owned by a Queue are visible to every Queue member, and any member can take ownership. They power most assignment-rule flows.

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How to Queue Member in Salesforce

Queue Members are the Users (or Roles / Groups) authorized to take work from a Queue. Without members, a Queue is a black hole — records sit there with no one to claim them. Queue Member records are stored as Group Member records under the hood, since Queues are a specialized Group type.

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How to Quick Text Settings in Salesforce

Quick Text Settings is the org-wide enable / disable page for the Quick Text feature, plus per-channel configuration. Once Quick Text is on, users can create snippet records and insert them into emails, chats, and notes via a keyboard shortcut or picker.

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How to Record Page Settings in Salesforce

Record Page Settings configure global defaults for Lightning Record Pages — Lightning Page assignment defaults, Activity Composer behavior, related list display. Most per-page customization happens in Lightning App Builder; Record Page Settings is the org-wide layer.

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How to Record Type in Salesforce

Record Types are the platform's way to give one object multiple personalities — different page layouts, different picklist value sets, different business processes for the same Opportunity, Case, or Account. They're foundational once you have more than one team using the same object differently.

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How to Release Updates in Salesforce

Release Updates are the Salesforce-managed list of changes coming in upcoming releases — security improvements, performance changes, feature retirements. The Release Updates page lets you preview changes, test them in your sandbox, and accept (or defer) before they auto-enable.

6 steps

How to Remote Access in Salesforce

Remote Access (now Connected Apps) is the legacy term for what Salesforce now calls Connected Apps — third-party app authentication and API access. The old Remote Access page redirects to App Manager / Manage Connected Apps in modern orgs. Knowing the legacy name helps with old documentation.

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How to Rename Tabs and Labels in Salesforce

Rename Tabs and Labels lets admins customize standard Salesforce labels — call "Account" "Customer," call "Opportunity" "Deal," etc. Org-wide; affects every reference to that label in the UI. Translation Workbench handles per-language overrides separately.

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How to Role Hierarchy in Salesforce

The Role Hierarchy controls record visibility — users above another user in the hierarchy automatically see what that user sees. It is **not** an org chart and is **not** a permission system; it's purely about who-sees-what when the OWD is Private.

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How to Sandbox in Salesforce

Sandboxes are full-or-partial copies of your Production org used for development, testing, and training. Creating one is fast in admin time but slow in clock time — Full Sandboxes can take hours to provision. Pick the type carefully: refresh limits and costs differ wildly.

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How to Sandbox Templates in Salesforce

Sandbox Templates define which objects' data gets copied from production when refreshing a Partial Copy Sandbox — "copy Account, Contact, Opportunity but skip Cases." Lets teams build focused test datasets smaller than a Full Copy Sandbox but still representative. Only applies to Partial Copy and Full Copy Sandboxes; Developer / Developer Pro Sandboxes have no data anyway.

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How to Scheduled Jobs in Salesforce

Scheduled Jobs is the list of scheduled Apex (and other Salesforce-managed) jobs in your org — daily exports, recurring batch processes, scheduled reports. Click Del on any row to cancel future runs. The page is essential for debugging "why did this run" or "why didn't this run" issues.

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How to Session Management in Salesforce

Session Management is the page showing currently active user sessions and recent session activity — useful for forensic investigation ("who's logged in right now") and for forcibly ending sessions when investigating compromise. Read-mostly; kill sessions sparingly.

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How to Session Settings in Salesforce

Session Settings control the global rules around user sessions — how long a session lasts, whether HTTPS is required, whether sessions are locked to the originating IP. These are the levers that move Health Check the most for the Security category.

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How to Setup Home in Salesforce

Setup Home is the landing page admins see when they click Setup. It shows org-wide notifications, recent items, news, recommended actions. Customizing Setup Home means picking which tiles surface — the page is read-mostly, but admins can pin frequently-used Setup pages.

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How to Sharing Rule in Salesforce

Sharing Rules open up record access on top of the Org-Wide Default — they let you say "users in Role A also see records owned by Role B." They only ADD access; you can't restrict with sharing rules. The OWD must be Private (or Public Read Only) for sharing rules to be meaningful at all.

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How to Sharing Settings in Salesforce

Sharing Settings is the org-wide sharing model dashboard — Org-Wide Defaults (OWD) per object, Sharing Rules summary, manual sharing toggles. The OWD per object is the foundational decision: Public Read/Write means everyone sees everything; Private means only owners and the role hierarchy.

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How to Single Sign-On Settings in Salesforce

Single Sign-On Settings configure SAML-based SSO where Salesforce is the Service Provider — users log in via your IdP (Okta, Azure AD, Ping, ADFS) and land in Salesforce already authenticated. Setup requires close coordination with your IdP admin since both sides must trust each other.

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How to Storage Usage in Salesforce

Storage Usage is the read-only dashboard showing how much Data Storage and File Storage your org has consumed against its license limits. Hitting the cap blocks new record / file creation org-wide — which is why this page is the first stop when something "can't save anymore."

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How to System Overview in Salesforce

System Overview is a single-page admin dashboard summarizing org health — API usage, scheduled jobs, data and file storage, custom code limits, permission set assignments. Good first stop for "is anything weird?" health checks.

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How to Themes and Branding in Salesforce

Themes and Branding configures the Lightning Experience visual theme — brand color, logo, navigation bar color. It applies org-wide to every Lightning App. Custom themes let you ship sub-branded experiences per business unit.

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How to Translation Language Settings in Salesforce

Translation Language Settings configure which languages your org supports for UI translation via Translation Workbench. It's the org-wide list — adding a language here unlocks per-language translation work in Translation Workbench.

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How to Translation Workbench in Salesforce

Translation Workbench is the i18n tooling for Salesforce — translates Custom Labels, picklist values, field labels, and validation rule messages into supported languages. Without it, your UI is stuck in the org's default language.

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How to Trusted URL and Browser Policy Violations in Salesforce

Trusted URL and Browser Policy Violations is the read-only log of Content Security Policy (CSP) violations Salesforce caught — your custom Lightning components, Visualforce pages, or embedded scripts trying to load resources from URLs not in your Trusted URLs allowlist. The first stop when something "isn't loading" in a custom UI.

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How to Trusted URLs in Salesforce

Trusted URLs (CSP Trusted Sites) is the allowlist of external domains that Lightning components, Visualforce pages, and other client-side Salesforce code can talk to. Browsers enforce Content Security Policy — without a trusted URL entry, fetch / XHR to that domain fails.

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How to Trusted URLs for Redirects in Salesforce

Trusted URLs for Redirects controls which external URLs Salesforce will redirect to after login or other workflows. Restricting redirects prevents open-redirect vulnerabilities — attackers crafting Salesforce URLs that bounce victims to malicious sites.

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How to User in Salesforce

Creating Users is the most common admin task in any new Salesforce org. The form is short but the choices on it (License, Profile, Role) gate everything that user can do — get them right at create time and the rest is easy.

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How to User License in Salesforce

User License is the base license type assigned to each user — Salesforce (full CRM), Salesforce Platform (custom-app-only), Customer Community, Partner Community, and others. Drives which objects and features the user can ever access. A user has exactly one User License, picked at user creation; switching licenses requires deactivation and recreation.

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How to User Management Settings in Salesforce

User Management Settings configure org-wide policies for User accounts — username format, lockout durations, MFA enforcement defaults. The page is small but the toggles affect every User in the org.

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How to Users in Salesforce

Users (Setup → Users → Users) is the central management hub for every User record in the org — create new users, freeze suspicious accounts, deactivate departing employees, reset passwords, mass-edit profiles. The day-2 admin home for user lifecycle. Distinct from the User object record itself; this is the management page.

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How to Validation Rule in Salesforce

Validation Rules block a save when their formula evaluates to TRUE — they're the platform's first line of defense against bad data. Setup lives under Object Manager, one rule at a time, scoped to a single object.

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How to View Setup Audit Trail in Salesforce

Setup Audit Trail is the read-only log of every Setup change — who edited which Profile, when a Validation Rule was deactivated, when a User was created. It's the compliance/forensics record of what's been done in Setup. Like Login History, it's always on; you just access it.

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How to Agent Builder in Salesforce

Agent Builder is the no-code interface for building Agentforce AI agents — defining their topics (when the agent should engage), actions (what the agent can do — call Apex, query records, run flows), guardrails (what the agent must NOT do), and channels (where the agent appears). Agentforce is Salesforce's autonomous AI platform; Agent Builder is the visual tool to configure agents without writing prompts directly.

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How to Agent Capacity in Salesforce

Agent Capacity defines how much work each Service Cloud agent can handle simultaneously — set on the agent's Service Presence Status. "Available - Voice" allows 1 work item; "Available - Cases" allows 5. Combined with per-channel Capacity Weight, drives Omni-Channel routing decisions.

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How to Agent Topic in Salesforce

Agent Topics are the domain partitions of Agentforce AI agents — "Order Management," "Returns," "Account Updates." Each Topic groups related Actions and tells the agent when to handle that kind of conversation. Topics are how you scope an agent's responsibility; without them, a single agent tries to handle everything (poorly).

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How to Agentforce for Sales in Salesforce

Agentforce for Sales is the pre-built Agentforce solution for sales teams — autonomously researches accounts, drafts follow-up emails, prepares meeting agendas, nurtures leads. Salesforce-curated Topics and Actions designed for typical sales workflows. Faster to deploy than building agents from scratch in Agent Builder.

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How to Agentforce for Service in Salesforce

Agentforce for Service is the pre-built Agentforce solution for customer service — autonomously handles order tracking, returns, password resets, FAQs by reasoning over Knowledge + Case data. Escalates to human agents when stuck. Sister to Einstein Bots but more capable; Agentforce can chain actions across multiple objects, where bots are dialog-bound.

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How to Einstein Activity Capture in Salesforce

Einstein Activity Capture is the modern email/calendar sync — connects users' Outlook or Gmail to Salesforce, auto-logging emails and meetings against the right records without users clicking anything. Replaces the legacy Lightning Sync / Salesforce for Outlook / Salesforce for Gmail integrations.

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How to Einstein Article Recommendations in Salesforce

Einstein Article Recommendations suggests Knowledge articles to agents in the Service Console — based on Case content, keywords, and historical resolution patterns. Cuts triage time by surfacing the right article up front instead of agents searching. Pairs with Lightning Knowledge.

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How to Einstein Autofill Setup in Salesforce

Einstein Autofill is the AI feature that pre-fills field values on new records based on patterns from past data — "this Lead from this Company likely has Industry = Technology." Setup is enabling the feature, configuring per-object scope, and reviewing the predictive accuracy.

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How to Einstein Bot in Salesforce

Einstein Bots are the AI-powered chatbots that deflect routine service inquiries — "Where's my order?", "Reset my password." They run inside Embedded Service or Messaging channels, hand off to a live agent when the conversation gets complex. Setup requires Service Cloud + an Einstein Bots license.

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How to Einstein Case Classification in Salesforce

Einstein Case Classification auto-populates picklist fields on inbound Cases — Type, Reason, Priority, Sub-Type — based on patterns learned from your org's historical Case data. Reduces agent triage time and produces clean data for downstream routing. Requires Einstein for Service licensing.

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How to Einstein Case Routing in Salesforce

Einstein Case Routing routes new Cases to the right agent or queue using AI — analyzes case content, agent skills, historical resolution patterns, current workload. Smarter than rule-based assignment because it learns from outcomes. Service Cloud Einstein add-on; pairs with Omni-Channel for the actual routing handoff.

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How to Einstein Case Wrap-Up in Salesforce

Einstein Case Wrap-Up suggests closure field values when an agent closes a Case — Resolution Code, Root Cause, Status. Trained on historical closed Cases; learns the patterns of which closure values fit which case content. Reduces wrap-up time and improves data quality for downstream reporting.

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How to Einstein Conversation Insights in Salesforce

Einstein Conversation Insights (ECI) analyzes recorded sales calls and video meetings — auto-surfaces mentions of competitors, products, pricing, and custom keywords. Sales managers use it for rep coaching; reps use it to find their own deal-relevant conversation moments. Requires call recording from a connected source (Service Cloud Voice, Gong, Chorus).

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How to Einstein Copilot in Salesforce

Einstein Copilot was Salesforce's conversational AI assistant — natural-language Q&A, content drafting, in-app actions. As of late 2024, Einstein Copilot was rebranded and expanded into Agentforce, which adds autonomous multi-step agents. New development should use Agentforce; the Einstein Copilot name persists in older docs but maps to the same capability set.

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How to Einstein Deal Insights in Salesforce

Einstein Deal Insights flags Opportunities trending negatively and surfaces the factors influencing predictions — "this deal hasn't had activity in 14 days," "customer competitor mention spiked." Pairs with Einstein Opportunity Scoring; Insights tells reps WHY a deal is at risk while Scoring tells them which deals to focus on.

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How to Einstein Discovery in Salesforce

Einstein Discovery is the AI-driven analytics engine inside Tableau CRM (CRM Analytics) — "Why did revenue drop?", "What's the best next action for this customer?". It auto-generates predictive models from your data, surfaces explanations, and writes results back to Salesforce as a custom field, Apex API, or Flow action.

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How to Einstein Engagement Scoring in Salesforce

Einstein Engagement Scoring scores contacts in Marketing Cloud by likelihood to engage — open emails, click links, make purchases. Lets marketers target high-engagement segments and avoid sending to low-engagement contacts who are only adding to deliverability cost. Marketing Cloud Engagement feature; configured in MC, not standard Salesforce CRM.

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How to Einstein Language in Salesforce

Einstein Language is the Salesforce AI API for natural language processing — sentiment analysis ("is this text positive / neutral / negative?") and intent classification ("is this user asking to cancel, refund, or upgrade?"). Like Einstein Vision, it's API-only; uses pre-trained or custom-trained text classification models.

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How to Einstein Lead Scoring in Salesforce

Einstein Lead Scoring scores Leads 0-99 by likelihood to convert — based on historical patterns of which Leads turned into Opportunities. Reps prioritize high-scoring Leads first; marketing optimizes campaigns toward sources that produce high-scoring Leads. Sales Cloud AI feature; paid Einstein add-on.

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How to Einstein Next Best Action in Salesforce

Einstein Next Best Action (NBA) is the recommendation engine that surfaces "what should I do next" cards on a record — "offer this discount," "escalate to a manager," "share this article." Recommendations come from a Strategy that combines static rules, predictive Einstein models, and recommendation records. Setup is multi-step: Recommendation records → Strategy → Lightning component on the page.

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How to Einstein Opportunity Scoring in Salesforce

Einstein Opportunity Scoring assigns each Opportunity a 1-99 score based on likelihood to close — analyzes activity history, stage duration, related data, deal velocity. Helps sales managers focus pipeline reviews on at-risk deals and gives reps a sanity check on their own forecast confidence. Paid Einstein for Sales feature.

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How to Einstein Prediction Builder in Salesforce

Einstein Prediction Builder is the no-code AI tool for binary or numeric predictions on Salesforce data — "Will this Lead convert?" "How likely is this Case to escalate?" It trains a model on historical data and writes the prediction to a custom field on the record. Requires the Einstein Predictions license.

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How to Einstein Product Recommendations in Salesforce

Einstein Product Recommendations powers cross-sell / upsell on Salesforce Commerce Cloud storefronts — "Customers who viewed this also bought," "Recommended for you," "Frequently bought together." Auto-trained on shopper behavior; merchandisers configure WHERE recommendations appear, the model decides WHICH products.

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How to Einstein Relationship Insights in Salesforce

Einstein Relationship Insights (ERI) auto-surfaces external news and company data on Account / Contact records — funding news, executive changes, M&A activity. Reps walk into customer conversations informed without manually researching. Sales Cloud add-on; pulls from third-party data sources.

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How to Einstein Reply Recommendations in Salesforce

Einstein Reply Recommendations suggests pre-written replies to agents in Chat and Messaging sessions, based on similar past conversations. Agents see three suggested replies in the sidebar; click to insert (and optionally edit). Trains on historical chat transcripts to learn what "resolved" looks like.

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How to Einstein Search in Salesforce

Einstein Search is the AI-powered global search bar — natural-language queries ("my open opps closing this quarter"), personalized results, and contextual ranking. It replaces the older keyword-only search. Most modern editions ship with it enabled by default.

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How to Einstein Search Dictionaries in Salesforce

Einstein Search Dictionaries map synonyms, abbreviations, and equivalent terms so the global search engine returns the same results regardless of phrasing — "acct" ↔ "Account," "IBM" ↔ "International Business Machines." Boosts recall on industry / company-specific jargon. Per-language dictionaries; applies to UI search, list-view search, and Experience Cloud search.

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How to Einstein Send Time Optimization in Salesforce

Einstein Send Time Optimization (STO) determines the optimal hour to send each individual contact's email — based on their historical engagement patterns. Different contacts get the same email at different times, maximizing open rates. Marketing Cloud Engagement feature.

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How to Einstein Setup in Salesforce

Einstein Setup is the umbrella Setup page for enabling and configuring all the Einstein features in your org — Einstein Activity Capture, Einstein Bots, Einstein Discovery, Einstein Search, Einstein Prediction Builder. It's the entry point; each feature has its own deeper setup page.

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How to Einstein Trust Layer in Salesforce

Einstein Trust Layer is the security and governance architecture for Salesforce's generative AI features — data masking before prompts go to LLMs, prompt defense, toxicity detection, zero data retention with LLM partners, audit trails of every AI request. Foundational for safely using AI on customer data; configured org-wide once and applies to every AI feature.

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How to Einstein Vision in Salesforce

Einstein Vision is a Salesforce AI API for image recognition — image classification ("this photo shows a damaged box") and object detection ("there's a person and a vehicle in this image"). Developer-focused; you upload labeled training images, train a custom model, then call the model from Apex / external systems to score new images. Pre-trained general models also available without custom training.

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How to Next Best Action Strategy in Salesforce

Next Best Action Strategy is the declarative "flowchart" that decides which Recommendations to surface for a given record — load recommendations, filter by context, optionally rank with Einstein scores, output a list. Built in Strategy Builder. The companion piece to Recommendation records and the NBA Lightning component.

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How to Custom Report Type in Salesforce

Custom Report Types let you build reports across object combinations Salesforce doesn't ship as standard — "Accounts with Cases AND with Opportunities," "Custom Object A with related Custom Object B with related Account." Define the object relationships once; report builders use them as templates.

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How to Dashboard Builder in Salesforce

Dashboard Builder is the drag-and-drop editor for Salesforce dashboards — pick a layout, drop chart components, bind each to a source report, configure filters. The tool every Salesforce admin uses regularly. Lightning Dashboards are the modern flavor; Classic Dashboards still exist but new work should be in Lightning.

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How to Dataset Builder in Salesforce

Dataset Builder is the no-code dataset creation tool for CRM Analytics (formerly Tableau CRM / Einstein Analytics) — pick Salesforce objects, join them visually, and produce a dataset that's the foundation of Lenses, Dashboards, and Einstein Discovery models. Avoids the more complex Recipe / Dataflow tools for simple cases.

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How to Outbound Message in Salesforce

Outbound Messages are the legacy SOAP-based notification mechanism — when a Workflow Rule fires, Salesforce sends a SOAP envelope to an external endpoint with the record's data. Modern alternatives (Platform Events + Apex callouts, REST integrations) have largely replaced them, but they still work and are useful for older middleware that speaks SOAP.

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How to Recipe in Salesforce

Recipes are the data-prep workflows in CRM Analytics — visual transformations that combine datasets, apply filters, compute columns, run aggregations, output a final dataset. Replacement for the older Dataflow tool; modern CRM Analytics development uses Recipes for all data prep. Output is a dataset that lenses / dashboards / Einstein Discovery models read from.

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How to Report Builder in Salesforce

Report Builder is the drag-and-drop tool for creating Salesforce reports — pick a Report Type, add columns, configure filters, set groupings and summary formulas. Lightning Report Builder is the modern flavor; Classic Report Builder still exists for legacy needs but new work should be Lightning.

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How to Reporting Snapshot in Salesforce

Reporting Snapshots (formerly Analytic Snapshots) capture a Tabular report's results on a schedule and store them as records in a Custom Object — "every Friday, snapshot the open-pipeline-by-stage report." Build historical trend data without point-in-time SOQL hacks. Setup is the snapshot definition; the actual snapshot job runs on the configured schedule.

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How to Reporting Snapshot Target Object in Salesforce

Reporting Snapshot Target Object is the Custom Object you create to receive snapshots of report data over time — "capture today's pipeline by stage every Friday." The target object stores the snapshot rows. Setup involves creating the Custom Object first, then configuring the Reporting Snapshot to write to it.

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How to Salesforce Feedback Management in Salesforce

Salesforce Feedback Management (formerly Surveys+) extends native Salesforce Surveys with advanced capabilities — multi-language surveys, sentiment analysis on responses, NPS-with-segmentation, deeper integration with Service Cloud / Sales Cloud workflows. Paid add-on; replaces the 300/month free Surveys cap with unlimited usage plus richer features.

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How to Survey in Salesforce

Surveys are Salesforce's built-in feedback collection tool — NPS surveys, post-Case CSAT, customer pulse questionnaires. The free tier (Salesforce Surveys) ships with most editions; paid tiers (Surveys+) add advanced features like CSAT scoring and embedded question types.

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How to Survey Question in Salesforce

Survey Questions are the individual prompts within a Survey — the actual questions respondents answer. Each Question record has a Type (Single Select / Free Text / NPS / Rating / etc.), required flag, and (for choice-based types) related Choice records. Most Survey Questions are created inline via Survey Builder rather than via the SObject directly.

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How to Action Plan in Salesforce

Action Plans are the applied instances of Action Plan Templates — when you take a template like "New Customer Onboarding" and apply it to an Account, the template's tasks get spawned as actual Activity records under that Account. Each applied Action Plan is its own record tracking which tasks have been done, by whom, and when.

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How to Action Plan Template in Salesforce

Action Plan Templates are reusable task-sequence blueprints — "new customer onboarding," "contract renewal checklist," "compliance review." Each template defines a list of tasks with offsets, assignees, and dependencies. Apply the template to a record and Salesforce auto-creates the tasks. Originally a Financial Services Cloud feature, now available in Industries Clouds and via the Action Plans managed package.

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How to Approval Action in Salesforce

Approval Actions are the automated steps that fire during an Approval Process — Field Updates, Email Alerts, Outbound Messages, Tasks. They're configured per-stage: Initial Submission, Final Approval, Final Rejection, Recall. Most approval workflows live in these actions, not in the approval steps themselves.

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How to Approval Process in Salesforce

Approval Processes route a record through a chain of approvers (or a single approver) before a deal closes, a discount is granted, or a contract goes out. Setup lives under Approval Processes — you build one process per object per scenario.

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How to Approval Process Diagram in Salesforce

Approval Process Diagram is the visual flowchart Salesforce auto-generates from an Approval Process — entry criteria, approval steps, approvers, approve / reject paths. Read-only diagnostic tool; useful for explaining a complex multi-step approval to stakeholders or troubleshooting why a record went down a particular path.

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How to Approval Request in Salesforce

Approval Requests are the records (ProcessInstanceWorkitem in API) that represent a pending approval — "Sales Manager needs to review this Discount > 30%." Created automatically when a record enters an Approval Process; appear in the approver's Items to Approve list. Manual creation is rare; most are spawned by Approval Process activation.

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How to Approval Steps in Salesforce

Approval Steps are the individual stages within an Approval Process — "Manager approves first, then Director, then VP." Each Step has its own approver (specific user / manager / queue / formula), criteria for when the step applies, and per-step approve / reject actions. Built inside an existing Approval Process via the Approval Steps section.

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How to Auto-Response Rule in Salesforce

Auto-Response Rules send a templated email back to the submitter when a Lead or Case is created — typically by Web-to-Lead or Web-to-Case. The rule has criteria-based entries; the first matching entry decides which Email Template gets sent. One active rule per object (Lead, Case) at a time — unlike Assignment Rules, you can't run multiple in parallel.

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How to Autolaunched Flow in Salesforce

Autolaunched Flows run in the background with no UI — invoked from Apex, from a Process Builder action, from a Lightning component button, from another Flow, or from a record-trigger. They're the workhorse for "do this thing" automation that doesn't need to interact with a user.

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How to Custom Notification in Salesforce

Custom Notifications are the user-facing alerts your automation can fire — "High-value Opportunity at risk," "SLA breach imminent" — appearing in the desktop bell icon and as mobile push notifications. The Custom Notification Type record (created in Setup) is the template; firing the actual notification is done via Flow / Apex / REST API.

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How to Final Approval Actions in Salesforce

Final Approval Actions are the actions Salesforce fires when an Approval Process completes successfully — typically updating a Status field, sending a notification email, unlocking the record. They're configured per Approval Process in Setup → Approval Processes.

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How to Final Rejection Actions in Salesforce

Final Rejection Actions are the automated actions that fire when a record receives its final rejection in an Approval Process — typically updating Status to Rejected, unlocking the record, sending a notification email to the submitter. The mirror of Final Approval Actions; commonly forgotten which leaves rejected records stuck.

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How to Flow in Salesforce

Flow is Salesforce's low-code automation engine — the modern replacement for Workflow Rules and Process Builder. Setup lives under Flows; you pick a trigger type first, then drag elements onto the canvas.

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How to Flow Builder in Salesforce

Flow Builder is the canvas — the drag-and-drop tool you use to build Flows. The Flow itself is the resulting record / metadata; Flow Builder is where it gets shaped. This page focuses on the tool: navigating the canvas, debugging, version management.

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How to Flow Trigger in Salesforce

Flow Trigger configures when a Record-Triggered Flow runs — which object, which DML event (insert / update / delete), before-save vs after-save, and entry conditions. The trigger is set on the Flow's Start element; it's the gate that decides which record changes invoke the flow.

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How to Immediate Action in Salesforce

Immediate Actions are the fire-right-now actions in Workflow Rules and (legacy) Process Builder — Field Updates, Email Alerts, Tasks, Outbound Messages that execute as soon as the rule's criteria match. Distinct from Time-Dependent Actions which queue and fire later. Configured per Workflow Rule under the Immediate Workflow Actions section.

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How to Initial Submission Actions in Salesforce

Initial Submission Actions fire the moment a record enters an Approval Process — typically locking the record (so it can't be edited mid-approval), sending a notification email to the first approver, and stamping a status field. They're the opening notes of the approval workflow.

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How to Macro in Salesforce

Macros are recorded sequences of clicks and field updates that service agents replay on Cases — "Send canned response → Update Status → Add Quick Text." They reduce repetitive work in the Service Console and pair well with Quick Text and Email Templates.

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How to Monitor Workflow Services in Salesforce

Monitor Workflow Services is the page showing Time-Dependent Workflow Actions queue and Outbound Message delivery status — "why didn't my workflow fire," "which outbound messages bounced." It's the diagnostic page for legacy automation.

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How to Paused And Failed Flow Interviews in Salesforce

Paused and Failed Flow Interviews is where stuck flow runs accumulate — flows that hit errors mid-execution, flows that waited on a screen and timed out, flows paused awaiting external input. Cleaning this list is part of routine flow admin hygiene.

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How to Process Automation Settings in Salesforce

Process Automation Settings configure org-wide defaults for the Process Builder + Flow + Workflow stack — default workflow user, recursive trigger behavior, run order. Most settings are one-time decisions that affect every automation in the org.

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How to Process Builder in Salesforce

Process Builder is the visual automation tool that replaced Workflow Rules — and is itself being retired in favor of Flow Builder. New orgs don't allow new Process Builder processes; existing ones still run but should be migrated to Flow.

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How to Prompt Builder in Salesforce

Prompt Builder is the Salesforce tool for creating reusable generative AI prompt templates — "summarize this Account's recent activity," "draft an email from this Case," "recommend products for this Customer." Templates ground LLM prompts in real Salesforce data and produce consistent outputs. Part of Einstein 1 / Agentforce; paid AI licensing required.

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How to Recall Actions in Salesforce

Recall Actions are the automated actions that fire when a submitter recalls their own approval request — typically reverting a Status field, unlocking the record, sending a notification. Less common than Initial Submission / Final Approval / Final Rejection actions because most orgs don't allow recall, but important when they do.

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How to Salesforce Flow Orchestration in Salesforce

Salesforce Flow Orchestration coordinates multiple Flows + manual approval steps + external waits into a single multi-stage business process — "customer onboarding: send welcome email, wait for completed setup form, schedule onboarding call, train customer success team, complete." Provides visibility into long-running cross-team workflows. As of Spring '26, Orchestration became a standard Flow type without needing an add-on.

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How to Scheduled Action in Salesforce

Scheduled Actions are time-based automation actions that execute X minutes / hours / days after a trigger event — "send a follow-up email 3 days after Case creation," "create an escalation task 1 hour before SLA breach." Modern Salesforce uses Flow's Wait elements; legacy systems used Process Builder Scheduled Paths or Workflow Time-Dependent Actions.

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How to Time Trigger in Salesforce

Time Triggers are the time-delayed actions inside Workflow Rules and Approval Processes — "Send a follow-up email 7 days after the Lead was created." They live in the Time-Based Workflow Queue until the trigger time fires, then their actions execute. Modern automation prefers Scheduled Flow over Time Triggers.

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How to Time-Dependent Workflow Action in Salesforce

Time-Dependent Workflow Actions are scheduled actions on Workflow Rules — "send a follow-up email 7 days after the Lead was created," "create a task 2 days before the contract End Date." They live in the Time-Based Workflow Queue until the trigger time arrives, then their actions execute. Modern alternative is Flow with Wait elements.

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How to Workflow Action in Salesforce

Workflow Actions are the things a Workflow Rule does when it fires — Field Update / Email Alert / Outbound Message / Task. They're configured per Workflow Rule under Immediate Actions or Time-Dependent Actions. Salesforce has retired Workflow Rules for new automation in favor of Flow; existing actions still work but new development should use Flow.

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How to Workflow Queue in Salesforce

Workflow Queue is the older name for Time-Based Workflow Queue and Outbound Messaging Delivery Status — the in-flight queues for legacy Workflow Rules. Most admins know this as Setup → Monitor Workflow Services. Same concept, sometimes shown under different breadcrumbs.

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How to Workflow Rule in Salesforce

Workflow Rules are the legacy automation tool — Salesforce has retired them for new automation. You can't create new ones in newer orgs, and existing ones should be migrated to Flow Builder. This is here for understanding what's running on existing orgs, not as the recommended path for new work.

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How to Account in Salesforce

Accounts are the company records that anchor most of the CRM graph — Contacts, Opportunities, Cases, and Activities all roll up to them. Creating one cleanly upfront saves hours of cleanup later.

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How to Account Contact Relationship in Salesforce

Account Contact Relationships (ACRs) let a Contact be related to multiple Accounts simultaneously — "Jane Smith is an employee at Acme but also a board member at Globex." Enabling Contacts to Multiple Accounts in Setup makes ACR records editable; without it, ACRs exist only as the auto-created link to the Contact's primary Account.

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How to Account Team in Salesforce

Account Teams are a way to give a small group of users — usually the rep, the SE, the CSM, the AE manager — collaborative access to an Account. Each member has a Role and an Access Level (Read or Read/Write). Adding a team member is how you extend Account visibility beyond the strict role hierarchy.

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How to Account Team Member in Salesforce

Account Team Members are the individual user-on-account records that make up an Account Team. Each Member has a Role and Access Levels for the Account, Opportunities, Cases, and Contacts under that Account.

6 steps

How to Action Link Templates in Salesforce

Action Link Templates are reusable Chatter feed-action button definitions — "download this file," "call this API," "navigate to this URL." Once a template is defined, developers attach action links to Chatter feed posts via the Connect API. Useful for building action-rich Chatter integrations (approval requests, link-to-record, etc.) but a niche feature most modern orgs don't use.

8 steps

How to Asset in Salesforce

Assets represent products that customers actually own — installed equipment, active subscriptions, deployed software seats. They give Service Cloud the "what's broken / what's deployed" picture and link Cases back to the specific instance of a product the customer owns.

7 steps

How to Asset Hierarchy in Salesforce

Asset Hierarchy enables parent-child relationships between Asset records — "this server rack contains 5 servers; this server has 3 components." Useful for tracking complex product hierarchies in Service Cloud / Field Service. Off by default; enabled in Asset Settings.

7 steps

How to Attachment in Salesforce

Attachments (the legacy Attachment object) are the original Salesforce file storage mechanism — predating Files / ContentDocument. Salesforce has soft-deprecated this object: existing data still works, but new uploads go to Files in modern orgs. Knowing the legacy path helps with migrations and integrations to old systems.

6 steps

How to Business Account in Salesforce

Business Accounts are the standard, B2B-style Account record — companies, organizations, partners. They're what most CRM users mean when they say "Account." In orgs with Person Accounts enabled, Business Account is one of two record types; in orgs without, it's just "Account."

6 steps

How to Calendar in Salesforce

Calendars in Salesforce come in three flavors: User Calendars (one per user, automatic), Public Calendars (shared org-wide for resource bookings), and Resource Calendars (for rooms / equipment). The Calendar object covers all three. Public and Resource calendars are admin-created.

7 steps

How to Chatter Group in Salesforce

Chatter Groups are the discussion / collaboration spaces in Salesforce Chatter — public, private, or unlisted. Members post Feed Items, share files, hold conversations. They're how teams collaborate on projects without spinning up Slack channels.

7 steps

How to Contact in Salesforce

Contacts represent the individual people you do business with — usually associated with an Account. The platform asks for surprisingly little; the friction comes from your org's page-layout and validation choices.

6 steps

How to Content Document in Salesforce

Content Documents are the modern Salesforce file storage object — what users see as "Files" in the UI. Each Content Document has one or more Content Versions (revisions). Files can be linked to multiple records via Content Document Links, making them more flexible than the legacy Attachment object.

6 steps

How to Content Version in Salesforce

Content Versions are the actual file revisions backing a Content Document — when you upload a new version of a file, a new Content Version record is created. The Content Document points to the latest. Older versions stay queryable for compliance.

5 steps

How to Custom Object in Salesforce

Custom Objects are how you extend the Salesforce data model — every business has a few things the standard objects don't model. The create flow takes 30 seconds; the longer work is fields, page layouts, and tab configuration afterwards.

7 steps

How to Event in Salesforce

Events are calendar items — meetings, demos, calls. They're created in the Activity composer from any record (Account, Contact, Opportunity) or directly on the user's Calendar tab. Most reps never actually create an Event manually — Outlook/Gmail integrations create them on their behalf.

7 steps

How to Feed Item in Salesforce

Feed Items are Chatter posts — text, files, links, polls — attached to a record's feed, a Chatter Group, or a user's profile. They drive Chatter collaboration. Almost always created via the Chatter publisher rather than direct API calls.

5 steps

How to Field Dependency in Salesforce

Field Dependencies filter a dependent picklist's values based on a controlling field — "if Country = USA, show only US states; if Country = Canada, show only Canadian provinces." Configured per-object, no code required. Enforces data consistency in the UI.

8 steps

How to File in Salesforce

Files (ContentDocument records) are the modern Salesforce file storage — replacing the legacy Attachments and Documents objects. Files can be attached to multiple records, shared with users / groups / public links, and follow proper Sharing rules.

6 steps

How to Formula Field in Salesforce

Formula Fields are read-only fields that compute their value from other fields — at runtime, every time the record is read. They're the workhorse of Salesforce data modeling: derived columns that stay in sync without triggers or flow.

7 steps

How to Global Action in Salesforce

Global Actions are the buttons in the Activity Composer header that work from anywhere — "Log a Call," "New Event," "Create Task," "Send Email." They're not tied to any specific record's context, which makes them flexible but also limited (no access to current record fields).

8 steps

How to Group in Salesforce

Groups are user-driven collections that wrap a set of Salesforce users for collaboration purposes — Chatter Groups for discussion, Personal Groups for private sharing, Public Groups for sharing rule targets. The slug "group" usually refers to the Group object covering all of these flavors.

6 steps

How to Indirect Lookup Relationship in Salesforce

Indirect Lookup Relationships link an External Object back to a standard / custom Salesforce object — "this row from the external ERP corresponds to Account ABC." Used with Salesforce Connect when external data needs to find its Salesforce parent without using Salesforce Record IDs. Reverse of External Lookup.

8 steps

How to Junction Object in Salesforce

Junction Objects are custom objects that model many-to-many relationships — "a Project has many Resources, a Resource works on many Projects." The junction is a record connecting one parent to one other parent via two Master-Detail relationships. The flow below covers building the junction itself, not just instances.

6 steps

How to List View in Salesforce

List Views are saved filters on an object's records — "My Open Cases," "Q4 Closed-Won Opps," "Leads in California." They scope the list page and can be shared with other users. Most orgs create dozens per object across teams.

7 steps

How to Lookup Filter in Salesforce

Lookup Filters narrow down what users can pick in a Lookup field — "only Active Accounts," "only Contacts at this Account," "only Users in the same Role." They tighten data quality without scaring users with validation errors after the save.

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How to Lookup Relationship in Salesforce

Lookup Relationships create a loose link between two objects — like a foreign key, but without enforced cascade delete, without parent-required behavior, and without inheriting parent sharing. The most common relationship type for cases where the child can exist independently of the parent (e.g., Contact references Account but can also stand alone for personal contacts).

8 steps

How to Mail Merge Templates in Salesforce

Mail Merge Templates manage Word documents used for generating personalized letters, contracts, and proposals — Salesforce data merges into placeholders to produce customer-specific documents. A legacy feature; modern alternatives include Salesforce CPQ document generation, third-party doc-gen apps (Conga / Drawloop), and Lightning Email Templates for simpler use cases.

7 steps

How to Mass Action in Salesforce

Mass Actions are bulk operations from a list view — Mass Email, Mass Transfer, Mass Update, Mass Delete. Standard Salesforce ships them; Lightning's Mass Quick Action component extends with custom mass actions. Useful for routine cleanup; risky if done in error (especially Mass Delete).

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How to Master-Detail Relationship in Salesforce

Master-Detail Relationships create a tight parent-child binding — child inherits parent's sharing, child requires the parent (deletion cascades), parent enables Roll-Up Summary fields. Use when child records have no meaning without the parent (e.g., Order Line Items don't exist without an Order). One-way decision: converting to/from Master-Detail loses data.

8 steps

How to Model Builder in Salesforce

Model Builder is the no-code ML model creation tool in Salesforce Data Cloud and Einstein — pick training data, an outcome to predict, the model auto-trains and deploys to score Salesforce records. Lower barrier than Einstein Discovery (which lives in CRM Analytics); Model Builder targets admin / business analyst users without data-science background.

9 steps

How to Note in Salesforce

Notes are short text annotations attached to records. The platform has two flavors: legacy Notes (the Note object, basic) and Enhanced Notes (the ContentNote object, rich text). New orgs ship with Enhanced Notes on by default; legacy Notes remain for backward compatibility.

6 steps

How to Object-Specific Action in Salesforce

Object-Specific Actions are the per-object quick actions on records — "New Contact from Account," "Log a Call on Opportunity." Unlike Global Actions, they inherit the parent record's context — created records auto-link to the parent. Most modern action design uses Object-Specific over Global.

8 steps

How to Opportunity in Salesforce

Opportunities are the deals your sales team is actively working — the heartbeat of the pipeline. The platform requires more here than on most objects because the forecast engine depends on it.

7 steps

How to Person Account in Salesforce

Person Accounts are a hybrid record — it looks like a Contact but stores like an Account, used for B2C businesses where the customer IS a person, not a company. Enabling Person Accounts is one-way; once on, you can never disable it.

7 steps

How to Prototype object in Salesforce

Prototype Object is a niche term — typically refers to creating a temporary, in-memory sObject in Apex without inserting it. The pattern: build a record, populate fields, use it as input to a method, never DML insert. Useful for tests, calculations, and feeding API methods that take an sObject parameter.

5 steps

How to Public Calendar in Salesforce

Public Calendars are shared calendars in Salesforce — "Conference Room A," "Trade Show Schedule," "Holiday Closures." Anyone with sharing access can see and book events. Setup goes through Setup → Public Calendars and Resources, not the user-facing Calendar tab.

7 steps

How to Purchase Rules in Salesforce

Purchase Rules in Salesforce CPQ enforce buying constraints — "can't sell SKU A without SKU B," "max 5 units of SKU C per quote," "discount cap depends on tier." They prevent invalid quote configurations at quote time. Configured per-rule with Condition + Action; CPQ evaluates rules during quote line edits.

8 steps

How to Quick Action in Salesforce

Quick Actions are the per-object actions you see on a record's page — "New Task," "Log a Call," "Convert Lead." Object-Specific Quick Actions inherit the parent record's context (creating a Task from an Account auto-fills the Account); Global Actions don't.

8 steps

How to Quick Text in Salesforce

Quick Text records are pre-canned snippets — greetings, closings, FAQ responses, signature blocks — that agents drop into emails, chats, and notes without retyping. They live as records and can be folder-shared, making them the lighter-weight cousin to Email Templates.

8 steps

How to Recommendation in Salesforce

Recommendations are the Salesforce records behind Einstein Next Best Action and Salesforce CMS recommendations — "Suggest this offer to this customer," "Show this article to a similar visitor." Most are auto-created by Einstein engines; manual creation is for static, hand-curated suggestions.

7 steps

How to Resource Calendar in Salesforce

Resource Calendars are the calendar version of bookable resources — rooms, equipment, vehicles. Each Resource maps to a Salesforce User (often a dummy User representing the room) and has a calendar. Booking the calendar = booking the resource.

7 steps

How to Return Order in Salesforce

Return Orders track returns from customers — what's coming back, why, and what's been refunded or restocked. They're the inverse of an Order, used in industries with formal return/replacement workflows. Field Service feature must be enabled for the object to appear.

7 steps

How to Return Order Line Item in Salesforce

Return Order Line Items are the detail rows on a Return Order — the specific products being returned, quantities, and reason codes. They link back to the Order Product on the original Order so reporting can compare original-sold vs returned.

7 steps

How to Roll-Up Summary Field in Salesforce

Roll-Up Summary Fields aggregate child records into the parent — COUNT of related cases, SUM of opportunity line items, MAX of order date. They only work on Master-Detail relationships; Lookup relationships cannot have roll-ups (use a Flow or third-party tool instead).

8 steps

How to Scheduling Policy in Salesforce

Scheduling Policy defines the rules that the Field Service scheduling optimizer uses to assign work — minimize travel time / respect skills / balance workload / honor SLAs. Each Service Territory can have its own default policy; individual Service Appointments can override. Tuning policies is the single most impactful Field Service config decision.

8 steps

How to Solution in Salesforce

Solutions are the legacy Service Cloud knowledge mechanism — they're the predecessor to Lightning Knowledge. New orgs ship without Solutions; existing orgs keep them around for backward compatibility but Salesforce strongly recommends migrating to Knowledge for any net-new content.

7 steps

How to Standard Object in Salesforce

Standard Objects are the Salesforce-provided objects every org ships with — Account, Contact, Lead, Opportunity, Case, Task, Event, etc. You don't "create" Standard Objects; you create records of them. The page covers what configuration you can do on a Standard Object — fields, layouts, validation rules, automation.

7 steps

How to Survey Response in Salesforce

Survey Responses are the records that capture an individual respondent's answers to a Salesforce Survey — one row per survey submission. They're typically created automatically when respondents submit (via the survey URL or embedded form); manual creation is rare and usually only for testing or admin override.

6 steps

How to Task in Salesforce

Tasks are the to-dos sales and service teams log against people and records. They have surprisingly few platform requirements — the friction comes from the Activity Composer's UX rather than the data model.

6 steps

How to Territory in Salesforce

Territories are the building blocks of Territory Management 2.0 — geographic / industry / segment groupings of Accounts that drive who sees what in the sales hierarchy. Each Territory has assigned Users, assigned Accounts, and parent / child relationships forming a Territory Model.

9 steps

How to Topic in Salesforce

Topics are the Chatter tagging system — assign topics to Feed Items to make them discoverable. Most topics are user-created ("#renewals," "#product-launch") via the Chatter publisher; admins can pre-create topic records to seed the taxonomy.

6 steps

How to Work Order in Salesforce

Work Orders are the "go fix this" tickets in Field Service — a technician needs to visit a customer site, install equipment, perform maintenance. Each Work Order can have Work Order Line Items (the specific tasks) and Service Appointments (the scheduled visits).

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How to Work Order Line Item in Salesforce

Work Order Line Items break a Work Order into trackable tasks — "Diagnose," "Replace compressor," "Test," "Clean up." Each line item has its own status and duration; the parent Work Order rolls up totals. They're how field service tracks granular work completion.

7 steps

How to Apex Classes in Salesforce

Apex Classes is the Setup page where Apex code lives — class metadata, version, status (Active / Deprecated), test coverage. Most modern orgs deploy Apex via DX or Change Sets, not the Apex Classes Setup page directly. The page is mostly for review and quick edits.

6 steps

How to Apex Exception Email in Salesforce

Apex Exception Email is the email allowlist for unhandled Apex exception notifications — when uncaught code errors fire in production, Salesforce emails this list with stack trace details. Critical for production debugging; without it, errors fire silently and only the impacted user sees the failure.

4 steps

How to Apex Flex Queue in Salesforce

Apex Flex Queue is the read-only management page for batch Apex jobs waiting to start — Salesforce processes 5 batch jobs concurrently per org, and any beyond that wait in Holding status in the Flex Queue (up to 100 jobs). Admins can reorder the queue to prioritize critical jobs.

5 steps

How to Apex Jobs in Salesforce

Apex Jobs is the read-only page for monitoring batch Apex, queueable Apex, scheduled Apex, and future-method execution — what's running, what's failed, what's in queue. When a nightly batch isn't producing expected output, this is the first stop.

6 steps

How to Apex Settings in Salesforce

Apex Settings is the org-wide configuration page for Apex code execution behavior — default API version for new code, debugging, sandbox-only deployment shortcuts. Most settings are one-time decisions made early; a few (like deployment with reduced coverage) get toggled per release.

6 steps

How to Apex Test Execution in Salesforce

Apex Test Execution is the Setup page for running Apex tests in the org — pick classes / suites, run synchronously or asynchronously, watch results in real time. Most CI/CD systems run tests via the Tooling API; this page is for ad-hoc test runs.

6 steps

How to Apex Triggers in Salesforce

Apex Triggers is the Setup page listing all Apex triggers in the org — what objects they fire on, what events (insert / update / delete / undelete / before / after), and their active state. Like Apex Classes, most modern orgs deploy triggers from outside Setup.

6 steps

How to Apex-Managed Sharing in Salesforce

Apex-Managed Sharing is the programmatic sharing pattern for cases standard Sharing Rules + Manual Sharing can't handle — "share with the user listed in this lookup field," "share based on a complex Apex-computed condition." Developers write Apex that inserts records into the *Share table (AccountShare, MyObject__Share) with a custom Apex Sharing Reason. Records persist through sharing recalcs.

6 steps

How to Change Data Capture in Salesforce

Change Data Capture (CDC) streams record-level changes (Insert / Update / Delete / Undelete) as platform events that external systems can subscribe to. It's how modern integrations stay in sync with Salesforce without polling. Configure once per object; subscribe via the Pub-Sub API.

6 steps

How to Connected App in Salesforce

Connected Apps are how external systems integrate with Salesforce — OAuth flows, API access, SAML/OIDC SSO, mobile apps. Every integration that hits the Salesforce API needs one. Setup is short; the consumer key + secret it generates are what your external system uses.

7 steps

How to CORS in Salesforce

CORS (Cross-Origin Resource Sharing) is the allowlist of external web origins that can make browser-side JavaScript calls to Salesforce APIs. Without a CORS entry, the browser blocks cross-origin XHR / fetch — even if the API call would otherwise succeed. Required for any external web app calling Salesforce REST APIs from the browser.

6 steps

How to Custom Metadata Type in Salesforce

Custom Metadata Types are deployable metadata records — "environment-specific config," "mapping tables," "business rules" that move between sandboxes and production via Change Sets / DX. Modern replacement for Custom Settings: data IS metadata, so it deploys with the rest of your code. Admin-friendly to author; developer-friendly to read at runtime.

7 steps

How to Deploy in Salesforce

Deploy is the umbrella term for Salesforce metadata deployments — Change Sets, Salesforce DX deploys, Apex packages, managed package installs. The Deploy entry point in Setup leads to specific deployment tools depending on context. Most modern orgs use Salesforce DX or third-party tools (Copado, Gearset) for production deploys.

6 steps

How to Deployment Settings in Salesforce

Deployment Settings authorizes which Salesforce orgs can exchange Change Sets with each other — the inbound / outbound trust between sandbox and production, or between sandboxes. Required setup before any Change Set deployment works; both ends of the connection must enable it.

5 steps

How to External Client App Manager in Salesforce

External Client App Manager is the modern replacement for Connected Apps in newer Salesforce releases — registering and managing third-party apps that authenticate to Salesforce. Salesforce introduced External Client Apps to better support the modern OAuth ecosystem; existing Connected Apps continue to work but new development should use External Client Apps.

7 steps

How to Lightning Out 2.0 App Manager in Salesforce

Lightning Out 2.0 App Manager configures Lightning Out apps — Lightning components embedded in external web pages and applications outside Salesforce. Useful when you want to surface Salesforce-powered UI on a non-Salesforce site (corporate intranet, SaaS app, public site). Lightning Out 2.0 is the modern flavor; Lightning Out 1.0 is legacy.

8 steps

How to Named Credential in Salesforce

Named Credentials wrap an external endpoint URL plus its authentication into a single named reference your Apex code can call without ever seeing the actual auth tokens. Modern Named Credentials separate the Endpoint (Named Credential) from the Auth (External Credential) — older blogs may show the legacy combined form, which is being retired.

7 steps

How to Platform Event in Salesforce

Platform Events are custom event types you define for pub-sub messaging — Apex / Process / Flow can publish them, and Apex Triggers / external systems can subscribe. They power loosely-coupled integrations between Salesforce features and external systems.

9 steps

How to Schema Builder in Salesforce

Schema Builder is the visual data-model editor for Salesforce — drag objects, draw relationships, add fields directly from the diagram. Useful for documenting / explaining the data model and for quick edits. Most production schema work happens in Object Manager (more granular control); Schema Builder is the visual shortcut.

7 steps

How to sObject in Salesforce

sObject (Salesforce Object) is the umbrella term for every object — standard, custom, external, big, junction, platform event. In Apex, every record is typed as the sObject base class or a specific subclass. This page covers what you can do at the sObject layer in code and metadata.

5 steps

How to Web Tab in Salesforce

Web Tabs are the simplest custom tabs — they embed an external URL in an iframe inside Salesforce. Useful for surfacing internal tools, dashboards from other systems, or third-party SaaS pages without building an integration. The catch: the embedded site must allow iframing (most don't, by default).

8 steps

How to Web-to-Case in Salesforce

Web-to-Case is the Service-Cloud sibling of Web-to-Lead — generates an HTML form for support requests that creates Case records in Salesforce. Same daily limits, same gotchas; pairs well with Email-to-Case for orgs with public support portals.

8 steps

How to Web-to-Lead in Salesforce

Web-to-Lead generates an HTML form you embed on your marketing site. Submissions create Lead records in Salesforce, optionally fire the Lead Assignment Rule, and optionally trigger an Auto-Response Rule to email the prospect. It's the simplest inbound capture path Salesforce ships.

7 steps

How to Email Template in Salesforce

Email Templates are the reusable email bodies that sales, service, and Apex can drop into outbound messages. Lightning Email Templates and Classic Email Templates are different objects with different setup paths — pick the one that matches your email composer.

7 steps

How to Letterhead in Salesforce

Letterheads are the brand wrappers for Classic HTML Email Templates — header logo, footer disclaimer, branded colors. Apply consistently across email templates for visual brand uniformity. Lightning Email Templates have their own embedded brand styling separately (no Letterhead concept). For Classic, Letterheads remain the standard.

8 steps

How to Loyalty Member in Salesforce

Loyalty Members are individual customers enrolled in a Loyalty Management program — points balance, tier, activity history. They're the operational heart of loyalty: every transaction posted updates their record, every tier change triggers benefit updates. Salesforce Loyalty Management licensing required.

9 steps

How to Pardot in Salesforce

Pardot (now Marketing Cloud Account Engagement) is Salesforce's B2B marketing automation tool — landing pages, email campaigns, lead nurturing, scoring. Setup involves connecting Pardot to Salesforce, configuring the connector, and mapping fields. Pardot is its own SaaS app paired with Salesforce.

8 steps

How to Workflow Email Alert in Salesforce

Workflow Email Alerts are the email-sending action in Workflow Rules, Process Builder, and Approval Processes — "send this Email Template to these recipients when this rule fires." They reuse Classic Email Templates and are the legacy way to wire automation to email.

8 steps

How to All Sites in Salesforce

All Sites is the unified management page for every Salesforce-hosted web property — Experience Cloud Sites, Salesforce Sites (legacy public-facing sites), Site.com pages. From here you launch into individual site configuration (Experience Builder, etc.) and see activation status across all sites at a glance.

6 steps

How to App Manager in Salesforce

App Manager is the Setup page for Lightning Apps — the Lightning Experience containers users see at the top-left of the navbar. "Sales," "Service," "Custom Apps." Each Lightning App has its own navigation, utility bar, and theming.

8 steps

How to App Menu in Salesforce

App Menu controls which Lightning Apps appear in users' App Launcher and in what order. Admins can hide deprecated apps, surface new ones, or rearrange to put the most-used app first. Per-org defaults; users can personalize their own App Launcher order on top.

6 steps

How to Appointment Scheduling in Salesforce

Appointment Scheduling (Lightning Scheduler) is the Salesforce feature for managing appointment booking — service territories, time slots, work types, agent / advisor calendars, customer self-scheduling. Used for in-person service appointments, advisor meetings, retail appointments. Paid feature; foundational for industries needing customer-driven scheduling.

9 steps

How to Community in Salesforce

Community is the legacy name for what's now called Experience Cloud Site — a branded external-facing portal built on Salesforce. The terminology shifted in 2019; "Community" persists in older docs and code references. New work uses Experience Cloud terminology and tooling. See experience-cloud-site for the modern setup flow.

5 steps

How to Content Pack in Salesforce

Content Packs bundle multiple Salesforce CRM Content documents into a single shareable package — "Sales Onboarding Pack" with the deck, intro video, FAQ doc, contract template. Content Packs were a Classic Salesforce CRM Content feature; modern equivalents include Salesforce Files folders and Lightning Salesforce CMS Content Bundles.

7 steps

How to Event Relays in Salesforce

Event Relays forward Salesforce Platform Events and Change Data Capture events to external event buses — Amazon EventBridge, Confluent Kafka, etc. — without writing polling integrations. Real-time, push-based streaming. Setup involves a Connected App on the external side, then configuring the relay endpoint in Salesforce.

9 steps

How to Experience Builder in Salesforce

Experience Builder is the visual page editor for Experience Cloud Sites — drag components, set theming, configure pages, manage navigation. Each Experience Cloud Site has its own Experience Builder. Setup happens once per site at site creation; iteration happens here.

7 steps

How to Experience Cloud Site in Salesforce

Experience Cloud Sites (formerly Communities) are the customer / partner / employee web portals you build on top of your Salesforce data. They're full sites with branded URLs, theming, and component-based pages — running on either Aura (legacy) or LWR (Lightning Web Runtime, modern).

8 steps

How to External Data Source in Salesforce

External Data Sources are the connection records that define how Salesforce reaches an external system — URL, authentication, protocol. Required setup before External Objects can be created. Salesforce Connect supports OData 2.0/4.0, Salesforce-to-Salesforce cross-org, and custom Apex adapters.

9 steps

How to External Lookup Relationship in Salesforce

External Lookup Relationships link Salesforce records to External Objects via the External Object's External ID field — "this Account references customer ABC-123 in the external ERP." Used with Salesforce Connect when child records in Salesforce need to point at parent rows in an external system. Different from Indirect Lookup (which goes the other direction).

7 steps

How to External Object in Salesforce

External Objects look like regular Salesforce objects but their data lives in an external system — accessed live via Salesforce Connect's OData adapter. Useful for showing ERP data alongside CRM data without copying. Setup involves an External Data Source first, then the External Object syncs from it.

7 steps

How to Gmail Integration and Sync in Salesforce

Gmail Integration and Sync connects Salesforce to Gmail — Salesforce sidebar in Gmail (read CRM data while in inbox), email + calendar two-way sync, log emails to records with one click. Foundational productivity feature for sales teams using Google Workspace. Setup is org-side enablement plus per-user OAuth.

7 steps

How to Guided Slack Setup in Salesforce

Guided Slack Setup is the Salesforce-provided wizard for connecting Slack to Salesforce — Sales Cloud for Slack, Service Cloud for Slack. It handles the OAuth dance, default channel selection, and basic configuration in a guided flow rather than the more manual Slack Apps Setup path.

7 steps

How to Idea in Salesforce

Ideas are the Salesforce Ideas community feature — users submit suggestions, others vote, top-voted ones get implemented. It's most often used in Customer Communities ("Help us improve our product"). Creating an Idea is straightforward; the work is configuring the Zones and visibility.

7 steps

How to Idea Themes in Salesforce

Idea Themes are scoped invitation campaigns within Salesforce Ideas — "share your ideas about our 2026 mobile redesign," "vote on next quarter's product investments." They focus community members' ideation around specific topics tied to business priorities. Salesforce Ideas itself is a legacy feature; if you're building a new community ideation experience, evaluate Experience Cloud + Salesforce CMS instead.

8 steps

How to Installed Packages in Salesforce

Installed Packages is the Setup page listing every managed and unmanaged package installed in the org — AppExchange apps, Salesforce-published packages (CPQ, Field Service), custom internal packages. From here you check versions, configure package licenses, run package configuration wizards, and uninstall.

6 steps

How to Lightning App Builder in Salesforce

Lightning App Builder is the drag-and-drop tool for building Lightning Pages — App Pages, Home Pages, and Record Pages. Lightning Pages override Page Layouts for everything outside the Details tab and are the primary UI customization tool in modern Salesforce.

7 steps

How to Salesforce Anywhere in Salesforce

Salesforce Anywhere combines Salesforce CRM data with Quip-powered docs, chat, and customizable business-process templates inside records. Effectively brings collaboration (docs, real-time chat) into Salesforce records. Useful for distributed sales / service teams that work in collaborative documents alongside CRM. Paid Quip / Salesforce Anywhere licensing.

7 steps

How to Salesforce Connect in Salesforce

Salesforce Connect bridges Salesforce to external systems via real-time data access — no data is copied into Salesforce; queries hit the external system live. External Objects (which appear like normal Salesforce objects) map to external tables. Supports OData 2.0/4.0, Salesforce-to-Salesforce cross-org, and custom Apex adapters. Paid feature for non-Salesforce sources.

8 steps

How to Salesforce for Outlook Configuration in Salesforce

Salesforce for Outlook is the legacy desktop sync client connecting Microsoft Outlook to Salesforce. Salesforce has retired this for Outlook 365 / Mac in favor of Outlook Integration + Einstein Activity Capture. Some legacy on-prem Outlook installs still use it.

7 steps

How to Salesforce Foundations in Salesforce

Salesforce Foundations is Salesforce's no-cost expansion package for existing Sales/Service Cloud customers — adds curated capabilities from Marketing, Commerce, and Data Cloud as starter features. Lets orgs unify customer experience without buying full additional cloud licenses. Foundational toggle per existing customers.

6 steps

How to Salesforce Functions in Salesforce

Salesforce Functions WAS an elastic-compute service for running custom logic in Java / JavaScript / TypeScript outside the standard Apex governor limits. It was RETIRED on January 31, 2025. Existing Functions deployments stopped running on that date; new development should use Apex (for in-platform logic), External Services (for REST callouts), or Heroku (for elastic compute).

6 steps

How to Salesforce Inbox in Salesforce

Salesforce Inbox was the dedicated email productivity add-on for Sales Cloud — Gmail / Outlook integration with email-to-record auto-logging, open / click tracking, meeting scheduling. It's RETIRED. Capabilities were absorbed into standard Sales Cloud features (Lightning for Outlook / Gmail Integration / Einstein Activity Capture). New work should configure those instead.

5 steps

How to Salesforce Mobile App in Salesforce

Salesforce Mobile App is the standard iOS / Android app — Setup configures what mobile users see, mobile-specific page layouts, push notifications, offline access, and branding. Different from Field Service Mobile App which has its own setup. Configurable per-org via Setup; downloadable from App Store / Play Store.

7 steps

How to Slack Apps Setup in Salesforce

Slack Apps Setup is the configuration page for Salesforce-Slack integration apps — Sales Cloud for Slack, Service Cloud for Slack, custom Slack apps built on Salesforce data. Salesforce owns Slack, so the integration is deep but still requires per-org configuration.

7 steps

How to Teams Integration in Salesforce

Teams Integration connects Microsoft Teams to Salesforce — collaborate on records, share Salesforce content in Teams chats, surface Salesforce data in Teams meetings. Useful for orgs standardized on Microsoft 365 with Salesforce as the CRM.

6 steps

How to Campaign in Salesforce

Campaigns track marketing programs — webinars, email blasts, trade shows, ad campaigns — and the people who responded to them. Creating one is straightforward; the work is in maintaining membership and influence afterwards.

6 steps

How to Campaign Member in Salesforce

Campaign Members are the join records between a Campaign and a Lead or Contact — they capture who you targeted, what their response was, and when. The interesting part isn't creating one record; it's bulk-adding hundreds via reports, list views, or imports.

6 steps

How to Contact Roles on Opportunities in Salesforce

Contact Roles on Opportunities is the Setup page where you enable and configure the Opportunity Contact Role feature — letting users link Contacts to an Opportunity with specific roles (Decision Maker, Influencer, etc.). It's the toggle and the Role picklist; the actual Contact Role records live on each Opportunity.

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How to Contract in Salesforce

Contracts model the legal agreements you have with an Account — start dates, end dates, renewal terms, and the umbrella under which Orders happen. They're often paired with custom approval flows, so the Activate step is where most of the business logic lives.

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How to Coupon in Salesforce

Coupons are individual redeemable codes in Loyalty Management and Salesforce Commerce — "member 12345 was issued code SAVE10-XYZ123, valid through April 30." Each Coupon links to a parent Promotion (which defines the discount mechanics) and tracks who got it, when, and whether it's been redeemed. Coupons are records, not codes — the same Promotion can have many Coupons issued to many members.

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How to Forecast Category in Salesforce

Forecast Categories group Opportunity Stages into bigger buckets that drive the Forecast UI — Pipeline / Best Case / Commit / Closed. They're not configured directly; they're driven by the per-Stage mapping you set on each Opportunity Stage record.

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How to Forecasts Hierarchy in Salesforce

Forecasts Hierarchy defines the org-chart-style chain that forecast amounts roll up through — rep → manager → director → VP. Salesforce mirrors the Role Hierarchy by default but lets you customize for non-standard structures (matrixed teams, geo-overlays). Each forecast user sees their team's roll-up here.

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How to Forecasts Settings in Salesforce

Forecasts Settings is the foundational enablement page for Collaborative Forecasting — turn on the feature, pick what's forecasted (Revenue / Quantity / Custom field), configure forecast categories and date ranges, set adjustment permissions. Most settings are one-time decisions made early.

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How to Lead in Salesforce

Leads are unqualified prospects — people you haven't yet decided to track as a Contact + Account. They live in their own table until conversion turns them into the standard CRM trio (Account, Contact, Opportunity).

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How to Lead Assignment Rule in Salesforce

Lead Assignment Rules route incoming Leads to the right user or queue based on criteria — territory, source, industry. Web-to-Lead and Salesforce inbound API calls reference them automatically; manual creates only fire the rule if the user ticks the "Assign using active assignment rule" box on the New Lead form.

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How to Opportunity Contact Role in Salesforce

Opportunity Contact Roles record which Contacts at the customer Account are involved in the deal — Decision Maker, Economic Buyer, Influencer, End User. They're the structured way to capture deal team context that pure Activities miss, and they drive Forecasting visibility.

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How to Opportunity Line Item in Salesforce

Opportunity Line Items (Opportunity Products) are the line-item details on an Opportunity — what you're selling, in what quantity, at what price. They roll up to the Opportunity Amount automatically. The most common stumble: forgetting to pick a Price Book first.

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How to Opportunity Team in Salesforce

Opportunity Teams are the per-deal version of Account Teams — the deal-specific cast of characters working an Opportunity. Same shape (User + Role + Access), same caveats. Most useful in Team Selling configurations where multiple reps split commission.

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How to Opportunity Team Member in Salesforce

Opportunity Team Members are the per-deal team — the rep, SE, AE manager, sometimes the customer success manager. Each member has a Role and Opportunity Access. Drives Opportunity Splits when revenue is allocated across the team.

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How to Order in Salesforce

Orders represent confirmed sales that fulfillment now needs to act on. They're the bridge between the closed-won Opportunity (or Contract) and ERP / fulfillment workflows. Activated Orders are intentionally hard to edit — that's a feature, not a bug.

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How to Order Product in Salesforce

Order Products are the line-item details on an Order — what was actually shipped or delivered, in what quantity, at what price. They're the link from "Customer agreed to buy" (Opportunity / Quote) to "Fulfillment knows what to ship" (Order Products).

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How to Partner Portal in Salesforce

Partner Portal was the legacy Salesforce portal for B2B partners — deal registration, lead distribution, partner-only content. RETIRED in favor of Experience Cloud Partner Central template. Existing Partner Portal orgs still work; new work should use Partner Central in Experience Cloud.

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How to Price Book in Salesforce

Price Books are catalogs of Products with their associated prices. The Standard Price Book is the master; Custom Price Books are subsets for specific customers, regions, or contracts. Every Opportunity needs a Price Book before products can be added.

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How to Product in Salesforce

Products are the catalog of what your business sells. They're cheap to create but useless until they're added to a Price Book — that's the most common gotcha for new Salesforce admins.

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How to Quote in Salesforce

Quotes are formal pricing proposals tied to an Opportunity. Sales reps create them to lock in pricing for the customer; they sync line items back to the Opportunity so forecasting stays accurate.

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How to Quote Line Item in Salesforce

Quote Line Items are the per-product rows on a Quote, mirroring Opportunity Line Items at quote-creation time. Once a Quote is created, its line items diverge from the Opp's — you can adjust pricing for the customer's specific quote without affecting the Opportunity.

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How to Recurring Donation in Salesforce

Recurring Donations are sustaining-donor commitments — "Jane gives $50 monthly," "Acme Corp gives $10k quarterly." Foundational to nonprofit revenue strategy because sustaining donors have 5-10x the lifetime value of one-time donors. NPSP (legacy) and Nonprofit Cloud (modern) both have Recurring Donation objects with similar shapes.

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How to Refund in Salesforce

Refunds track money returned to customers after an order — returns, cancellations, billing disputes, goodwill credits. Standard object in Order Management and Salesforce Billing. Each Refund links back to a Payment record (the original tender) and optionally to a Return Order or Credit Memo. Provides the financial audit trail for reverse-flow money.

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How to Sales Engagement in Salesforce

Sales Engagement (formerly High Velocity Sales) is the inside-sales productivity suite — Sales Cadences (multi-step prospecting sequences), Work Queues (prioritized task lists), Einstein Activity Capture, automated outreach. Best for SDR / BDR teams running prospecting motions at scale. Paid Sales Cloud add-on.

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How to Salesforce CPQ in Salesforce

Salesforce CPQ (Configure, Price, Quote) is the paid managed package for complex deal pricing — product bundling, discount rules, approval workflows, branded PDF quote generation. CPQ extends Sales Cloud with deep pricing logic that standard Sales Cloud can't model. Setup is multi-step: install the package, configure products + bundles + price rules + quote templates.

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How to Agent in Salesforce

Agent in Salesforce has two meanings — (1) a human service representative who handles customer inquiries via Service Console, (2) an Agentforce AI agent (autonomous LLM-powered worker). This how-to covers both: setting up a human service agent, and creating an AI agent.

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How to Article in Salesforce

Article (legacy KnowledgeArticleVersion / KnowledgeArticle objects) is the original Salesforce Knowledge content unit. New orgs use Lightning Knowledge with Knowledge Articles; legacy orgs may still create Articles directly. The slug "article" usually refers to the legacy Classic Knowledge Article object.

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How to Bot Action in Salesforce

Bot Actions are the operations Einstein Bots perform during conversations — sending a message, asking a question, calling Apex, invoking a Flow, querying Salesforce records, escalating to a human agent. Each Dialog step in Bot Builder picks a Bot Action; chained Actions compose the full bot conversation.

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How to Bot Builder in Salesforce

Bot Builder is the visual editor for Einstein Bots — drag-and-drop dialog design, intent training, entity extraction, action wiring. The companion tool to Setup → Einstein Bots; the bot's data model lives in Setup, the actual conversation flow lives in Bot Builder.

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How to Care Plan in Salesforce

Care Plans are the structured care-management records in Health Cloud — a patient's coordinated plan of goals, tasks, problems, and care team. Standard object in Health Cloud; not available without that license. Used by case managers and care coordinators to drive population-health programs.

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How to Care Program in Salesforce

Care Programs are population-level health management initiatives in Health Cloud — "Diabetes Management Program," "Post-Discharge Follow-up," "Annual Wellness Visit Outreach." They define enrollment criteria, milestones, and the Care Plans applied to enrollees. Each program manages a cohort of patients with similar needs.

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How to Case in Salesforce

Cases are how the Service Cloud tracks a customer issue from "raised" to "resolved." Most production cases are created automatically (Email-to-Case, Web-to-Case, channels) — the manual flow is for phone-in calls and admin testing.

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How to Claim in Salesforce

Claims are insurance-claim records in Financial Services Cloud's Insurance vertical — a policyholder's request for coverage or compensation against a policy. Standard object in FSC Insurance; tracks the incident, policy reference, claimant info, assessments, and resolution status.

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How to Customer Satisfaction Score in Salesforce

Customer Satisfaction Score (CSAT) is a metric — typically % of customers rating their experience positively after a Case interaction. Salesforce captures CSAT via post-Case surveys (Salesforce Surveys / Feedback Management), stores responses on Case records, and surfaces aggregated scores in Service Analytics. Implementation involves survey + delivery + reporting setup.

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How to Email Message in Salesforce

Email Messages are the records that store outbound and inbound emails sent / received via Salesforce — Lightning Email Composer, Email-to-Case, Apex SingleEmailMessage. They're rarely created manually; almost every Email Message exists because Salesforce sent or received it.

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How to Embedded Service Deployments in Salesforce

Embedded Service Deployments configure the chat widgets, messaging channels, and Knowledge components you embed on external websites — Embedded Service for Web, Embedded Chat, Embedded Messaging. Each deployment is a configuration record + a JavaScript snippet you paste into your site.

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How to Enhanced Bot in Salesforce

Enhanced Bot is the upgraded Einstein Bot variant — richer NLP, more complex dialog management, deeper integration with other Einstein features (Reply Recommendations, Article Recommendations, Conversation Insights). Standard Bots are the older / lighter version; Enhanced Bots are recommended for new deployments.

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How to Enhanced Knowledge Settings in Salesforce

Enhanced Knowledge Settings is the deeper config page for Salesforce Knowledge — article versioning behavior, draft and publication workflows, translation settings, Knowledge search behavior in the Service Console. Most foundational Knowledge enablement happens at Setup → Knowledge Settings; Enhanced gets into the per-feature details.

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How to Entitlement in Salesforce

Entitlements grant the right to receive specific service — "Acme is entitled to 5 cases per month with 4-hour first response" — anchored to an Account, Asset, or Service Contract. They drive Service Cloud's SLA tracking via linked Entitlement Processes and Milestones.

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How to Entitlement Management in Salesforce

Entitlement Management is the umbrella feature for Service Cloud's SLA tracking — Entitlements, Entitlement Processes, Milestones, Entitlement Templates work together to enforce service-level commitments on Cases. The umbrella enablement happens at Setup → Entitlement Settings; this term covers the broader feature concept.

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How to Entitlement Process in Salesforce

Entitlement Processes are the SLA timelines attached to Entitlements — "First Response in 30 minutes," "Resolve in 4 hours." They orchestrate Milestones that fire on the Cases using the entitlement, including pause/resume on Business Hours.

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How to Entitlement Settings in Salesforce

Entitlement Settings enables and configures Entitlement Management — the foundational toggle for Service Cloud's SLA tracking. Once enabled, the Entitlement object becomes available, Cases can reference Entitlements, and Entitlement Processes / Milestones drive SLA timers on Cases.

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How to Entitlement Template in Salesforce

Entitlement Templates are reusable Entitlement definitions linked to Products — when a customer's Asset references the Product, the template auto-creates Entitlement records with standard SLA terms. Useful when service-level commitments are tied to specific products ("Gold Support tier auto-applies to anyone owning Product X").

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How to Field Service Mobile App Builder in Salesforce

Field Service Mobile App Builder customizes the Salesforce Field Service mobile app — page layouts technicians see on phones, custom components, offline data scope, feature availability. Different tool from Lightning App Builder; this one targets the dedicated Field Service mobile app, not the standard Salesforce mobile app.

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How to Field Service Mobile Settings in Salesforce

Field Service Mobile Settings configure how the Field Service mobile app behaves on technicians' devices — offline data caching (which records pre-load), GPS / location tracking, push notifications, geofencing for auto-checkin. Sister page to Briefcase Builder, focused on device-side runtime behavior.

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How to Field Service Settings in Salesforce

Field Service Settings is the foundational config page for Salesforce Field Service — enable the feature, install the managed package, set scheduling policies, configure service territories, dispatch engine optimization. The starting point for any Field Service implementation.

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How to Health Cloud Setup in Salesforce

Health Cloud Setup is the configuration entry point for Salesforce Health Cloud — the industry-cloud for healthcare and life sciences. Setup involves enabling features, picking data models (Patient / Member / Provider), and configuring care-team workflows.

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How to Insurance Policy in Salesforce

Insurance Policies are the contract records in FSC Insurance — the master document defining coverage, premium, terms, and link to the policyholder. Each Policy aggregates Claims, Coverages, and Beneficiaries underneath. Standard FSC Insurance object; not available without that license.

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How to Knowledge Action in Salesforce

Knowledge Action is a Setup feature for configuring automatic Knowledge article suggestions and actions in the Service Console — what articles surface for which Cases, what happens when an agent attaches an article (insert into Case Comments / email reply / both). Pairs with Einstein Article Recommendations for AI-driven suggestions.

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How to Knowledge Article in Salesforce

Knowledge Articles are the searchable answers your service team and customers consume. Lightning Knowledge (the modern flavor) treats articles as records with versions — you author drafts, publish a version, and revise by creating new versions on top.

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How to Milestone in Salesforce

Milestones are the SLA timers on Cases — "First Response within 30 minutes," "Resolution within 4 hours." They're created in Setup as templates, then assigned to Entitlement Processes that drive the actual clock on real Cases. The Milestone object is for the template, not the per-Case timer.

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How to Omni-Channel in Salesforce

Omni-Channel is the Service Cloud routing engine — it pushes work items (Cases, Chats, Messaging conversations) to the right agents based on skill, capacity, and availability. Setup is multi-step (Service Channels, Routing Configurations, Queues, Presence Statuses) but the result is a unified work-distribution system.

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How to Omni-Channel Flow in Salesforce

Omni-Channel Flow lets you replace the standard Omni-Channel routing logic with a custom Flow — useful when standard skill / queue routing isn't expressive enough. "Route to a specific agent if the customer is a VIP," "split routing across two queues based on case priority." The Flow handles the routing decision; Omni handles the actual hand-off.

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How to Omni-Channel Routing in Salesforce

Omni-Channel Routing is the engine that auto-assigns incoming work — Cases, Chats, Leads, custom objects — to agents based on capacity, skills, and configuration. The whole feature, not a single Setup page. To set up routing, you configure Service Channels, Routing Configurations, Queues, Presence Statuses — see each respective term for those details.

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How to Omni-Channel Settings in Salesforce

Omni-Channel Settings is the foundational enable / configure page for Omni-Channel — the master toggle, capacity model, routing model defaults, audit options. After enabling here, everything else (Service Channels / Routing Configs / Queues / Presence Statuses) is configured in their own pages.

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How to Question in Salesforce

Questions are a flavor of Feed Item where the post invites answers — "Anyone know how to handle a stuck approval?" Best Answers can be marked, building a Q&A knowledge base out of Chatter activity. Useful inside Communities and internal teams.

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How to Service Appointment in Salesforce

Service Appointments are the scheduled visits in Field Service — when a technician is going to a customer site. They link a Work Order (or Work Order Line Item) to a Service Resource for a specific time window. Most are auto-created by the scheduler, not manually.

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How to Service Channel in Salesforce

Service Channels are the per-object configuration in Omni-Channel — "Case channel routes Cases," "Chat channel routes Chat sessions," "Custom Object X channel routes its records." Each Channel binds an object type to a capacity model. Required setup before Omni-Channel can route any work of that object type.

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How to Service Cloud Voice in Salesforce

Service Cloud Voice integrates a contact center (Amazon Connect or a partner telephony provider) directly into Salesforce — agents take calls inside the Console, with real-time transcription, AI summarization, and Omni-Channel routing. It's a paid add-on with substantial setup.

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How to Service Contract in Salesforce

Service Contracts are the umbrella records for ongoing service relationships — "Acme has 24/7 support through 2027." They group Contract Line Items (specific products covered) and Entitlements (the SLA terms). Service Cloud or Field Service licensing is required.

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How to Service Resource in Salesforce

Service Resources are the people (and equipment) who perform Field Service work — technicians, crew members, vehicles. Each Service Resource links to a Salesforce User and is assigned to one or more Service Territories. The scheduler routes work to them based on skills, capacity, and territory.

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How to Service Territory in Salesforce

Service Territories are the geographic or functional groups that scope Field Service work — "West Coast," "Northeast," "Solar Specialists." Each territory has its own operating hours, address, and assigned Service Resources. Work flows to resources only within compatible territories.

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How to Shift Pattern in Salesforce

Shift Patterns are reusable recurring schedules in Workforce Engagement (Shift Management) — "weekly Monday-Friday 9am-5pm pattern," "alternating week 1 / week 2 rotation." Pair with Shift Templates (which define the actual shift shape) to auto-generate weeks of Shift records without manual entry.

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How to Shift Template in Salesforce

Shift Templates are reusable shift definitions in Salesforce Workforce Engagement and Field Service — start/end times, meal breaks, job profile, required skills. Pair with Shift Patterns (which define recurrence) to auto-generate weekly Shift records without manually creating each one.

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