Salesforce Dictionary — Free Salesforce GlossarySalesforce Dictionary

Setup Path Navigator

Find where anything lives in Salesforce Setup

78 setup paths

App Manager

SetupAppsApp Manager

Create, edit, and manage Lightning apps and Classic apps — configure tabs, utility bars, and navigation.

Installed Packages

SetupAppsPackagingInstalled Packages

View and manage packages installed from AppExchange or other sources.

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Lightning App Builder

SetupUser InterfaceLightning App Builder

Create custom Lightning pages with drag-and-drop components for record, app, and home pages.

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Tabs

SetupUser InterfaceTabs

Create custom tabs for custom objects, Visualforce pages, Lightning components, or web pages.

Global Actions

SetupUser InterfaceGlobal Actions

Create actions available from anywhere in Salesforce — quick create records, log calls, send emails.

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Custom Labels

SetupUser InterfaceCustom Labels

Create custom text labels that can be translated and accessed from Apex, Visualforce, and LWC.

Company Information

SetupCompany SettingsCompany Information

View and edit your org's name, address, locale, currency, license counts, and org ID.

Fiscal Year

SetupCompany SettingsFiscal Year

Configure your organization's fiscal year start month and define custom fiscal periods.

Business Hours

SetupCompany SettingsBusiness Hours

Define operating hours used for case escalation rules, milestones, and entitlement processes.

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Holidays

SetupCompany SettingsHolidays

Create holiday records that suspend business hour calculations for escalation and entitlements.

Language Settings

SetupCompany SettingsLanguage Settings

Enable end-user languages and configure the platform language and default locale.

Apex Classes

SetupCustom CodeApex Classes

View, create, and manage Apex classes — server-side business logic written in Salesforce's Java-like language.

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Apex Triggers

SetupCustom CodeApex Triggers

View and manage triggers that execute Apex code before or after record DML operations.

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Visualforce Pages

SetupCustom CodeVisualforce Pages

Create and manage Visualforce markup pages for custom user interfaces (legacy UI framework).

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Lightning Components

SetupCustom CodeLightning Components

View deployed Lightning Web Components and Aura components in your org.

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Static Resources

SetupCustom CodeStatic Resources

Upload and manage files (JS, CSS, images, ZIP) that can be referenced in Visualforce or Lightning.

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Email Services

SetupCustom CodeEmail Services

Create inbound email services that process incoming emails using Apex classes.

Custom Permissions

SetupCustom CodeCustom Permissions

Define custom permissions to control access to custom processes or apps without modifying profiles.

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Platform Events

SetupIntegrationsPlatform Events

Define event-driven messaging channels for real-time integration and communication.

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Data Import Wizard

SetupDataData Import Wizard

Import accounts, contacts, leads, solutions, and custom objects using a step-by-step wizard.

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Data Export

SetupDataData Export

Schedule or manually export your org's data as a set of CSV files for backup purposes.

Mass Delete Records

SetupDataMass Delete Records

Bulk delete activities, leads, accounts, contacts, cases, solutions, or products.

Duplicate Rules

SetupDataDuplicate ManagementDuplicate Rules

Define rules that alert or block users when they create duplicate records.

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Matching Rules

SetupDataDuplicate ManagementMatching Rules

Define the criteria used to identify duplicate records (used by Duplicate Rules).

Storage Usage

SetupDataStorage Usage

Monitor data storage and file storage consumption across your entire org.

Organization-Wide Addresses

SetupEmailOrganization-Wide Addresses

Configure shared email addresses that appear as the From address for outbound emails.

Deliverability

SetupEmailDeliverability

Control email deliverability access levels — restrict outbound email to specific domains or allow all.

Classic Email Templates

SetupEmailClassic Email Templates

Create and manage text, HTML, Visualforce, and custom email templates for Classic experience.

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Enhanced Email Templates

SetupEmailEnhanced Email Templates

Create Lightning email templates with rich text, merge fields, and drag-and-drop editing.

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Custom Notifications

SetupNotification BuilderCustom Notifications

Create notification types that can be sent via flows, Apex, or REST API to desktop and mobile.

Sandboxes

SetupEnvironmentsSandboxes

Create and manage sandbox copies of your production org for development, testing, and training.

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Outbound Change Sets

SetupEnvironmentsChange SetsOutbound Change Sets

Bundle metadata components and deploy them from one org to another connected org.

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Inbound Change Sets

SetupEnvironmentsChange SetsInbound Change Sets

View, validate, and deploy change sets received from other connected orgs.

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Deployment Status

SetupEnvironmentsDeployDeployment Status

Monitor the status of metadata deployments via change sets, Metadata API, or CLI.

DevOps Center

SetupDevOps Center

Manage source-driven development with built-in version control, work items, and deployment pipelines.

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Object Manager

SetupObject Manager

Browse and customize all standard and custom objects — fields, relationships, page layouts, and more.

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Schema Builder

SetupObject ManagerSchema Builder

Visually design your data model with a drag-and-drop interface showing objects and relationships.

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Custom Settings

SetupCustom CodeCustom Settings

Create sets of custom data accessible application-wide without repeated SOQL queries.

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Custom Metadata Types

SetupCustom CodeCustom Metadata Types

Define deployable, packageable application metadata that can be used in formulas, flows, and Apex.

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Picklist Value Sets

SetupObjects and FieldsPicklist Value Sets

Create global picklist value sets that can be shared across multiple custom picklist fields.

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Field Accessibility

SetupSecurityField Accessibility

View a matrix of field-level access across all profiles and permission sets for any object.

Page Layouts

SetupObject Manager(Object)Page Layouts

Customize which fields, related lists, and buttons appear on record detail and edit pages.

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Record Types

SetupObject Manager(Object)Record Types

Define different business processes, picklist values, and page layouts for the same object.

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Flows

SetupProcess AutomationFlows

Build, manage, and activate screen flows, auto-launched flows, and scheduled flows.

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Workflow Rules

SetupProcess AutomationWorkflow Rules

Legacy automation: create if/then rules that trigger field updates, email alerts, and outbound messages.

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Process Builder

SetupProcess AutomationProcess Builder

Legacy visual tool for building automated processes with multiple criteria and actions (migrate to Flow).

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Approval Processes

SetupProcess AutomationApproval Processes

Define multi-step approval workflows with approvers, email notifications, and field updates.

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Next Best Action

SetupProcess AutomationNext Best Action

Configure AI-driven recommendation strategies that suggest actions to users on record pages.

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Paused and Failed Flow Interviews

SetupProcess AutomationPaused and Failed Flow Interviews

Monitor, resume, or delete paused screen flows and troubleshoot failed flow executions.

Email Alerts

SetupProcess AutomationEmail Alerts

Create email notification actions that can be triggered by workflow rules, flows, or approval processes.

Opportunity Settings

SetupFeature SettingsSalesOpportunitiesSettings

Configure opportunity defaults, prompt behaviors, and big deal alerts for the sales team.

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Lead Assignment Rules

SetupFeature SettingsMarketingLeadLead Assignment Rules

Automatically route new leads to users or queues based on criteria like geography or source.

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Web-to-Lead

SetupFeature SettingsMarketingWeb-to-Lead

Generate HTML forms that capture leads from your website directly into Salesforce.

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Products Settings

SetupFeature SettingsSalesProductsProducts Settings

Enable and configure product schedules, multi-currency, and quantity/revenue schedules.

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Territory Settings

SetupFeature SettingsSalesTerritoriesTerritory Settings

Enable and configure Enterprise Territory Management for territory-based forecasting and assignment.

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Sharing Settings

SetupSecuritySharing Settings

Define organization-wide defaults, sharing rules, and external sharing settings for all objects.

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Field-Level Security

SetupSecurityField-Level Security

Control which fields are visible, read-only, or hidden for each profile across all objects.

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Password Policies

SetupSecurityPassword Policies

Set password complexity requirements, expiration periods, lockout policies, and login IP ranges.

Named Credentials

SetupSecurityNamed Credentials

Store authentication credentials for external service callouts securely in one place.

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Certificate and Key Management

SetupSecurityCertificate and Key Management

Create and manage certificates and keys used for SSL, single sign-on, and encrypted communications.

Auth. Providers

SetupIdentityAuth. Providers

Configure external authentication providers like Google, Facebook, or custom OAuth providers for SSO.

Single Sign-On Settings

SetupIdentitySingle Sign-On Settings

Enable and configure SAML-based single sign-on to let users log in with corporate credentials.

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Session Settings

SetupSecuritySession Settings

Configure session timeout values, login IP restrictions, and session security levels.

Case Assignment Rules

SetupFeature SettingsServiceCaseCase Assignment Rules

Automatically assign incoming cases to users or queues based on criteria like origin or priority.

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Case Escalation Rules

SetupFeature SettingsServiceCaseEscalation Rules

Automatically escalate cases that haven't been resolved within a specified time period.

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Knowledge Settings

SetupFeature SettingsServiceKnowledgeKnowledge Settings

Enable Salesforce Knowledge and configure article types, data categories, and search settings.

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Entitlement Management

SetupFeature SettingsServiceEntitlement Management

Define support levels, milestones, and entitlement processes for service level agreements.

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Omni-Channel Settings

SetupFeature SettingsServiceOmni-ChannelOmni-Channel Settings

Enable and configure intelligent work routing across channels — chat, email, cases, and custom objects.

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Web-to-Case

SetupFeature SettingsServiceWeb-to-Case

Generate HTML forms that capture support cases from your website directly into Salesforce.

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Users

SetupAdministrationUsersUsers

View, create, and manage user accounts including licenses, profiles, and login credentials.

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Permission Sets

SetupAdministrationUsersPermission Sets

Create and manage permission sets to grant additional access to users without changing their profiles.

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Permission Set Groups

SetupAdministrationUsersPermission Set Groups

Bundle multiple permission sets together into a single group for easier assignment.

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Profiles

SetupAdministrationUsersProfiles

Define default permissions, record type access, page layout assignments, and field-level security for users.

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Roles

SetupAdministrationUsersRoles

Set up the role hierarchy to control record visibility through the organization's reporting structure.

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Queues

SetupAdministrationUsersQueues

Create queues to prioritize, distribute, and assign records to teams instead of individuals.

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Public Groups

SetupAdministrationUsersPublic Groups

Create groups of users, roles, or other groups to simplify sharing rules and folder access.

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Login History

SetupAdministrationUsersLogin History

View the last 6 months of successful and failed login attempts for all users in the org.

User Management Settings

SetupAdministrationUsersUser Management Settings

Configure enhanced profile management, login forensics, and other user management options.