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Practical Guide to Streamlining Billing Processes with Real-World Salesforce Implementation
Glossary Of Salesforce Terms
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Glossary Of Salesforce Terms
| Term | Definition |
|---|---|
| Apex | A programming language used to write custom business logic and integrate with external systems in Salesforce. |
| Batch Apex | A process for asynchronously processing a large amount of data in Salesforce, typically used for data manipulation or integration. |
| Chatter | A social networking feature in Salesforce that allows users to collaborate, share files, and discuss business topics in real-time. |
| Communities | A feature in Salesforce that allows organizations to create custom, branded portals for customers, partners, or employees. |
| Console | A user interface in Salesforce that enables customer service agents to efficiently manage multiple cases at once. |
| Custom Object | A data structure in Salesforce that is created by the user to store specific business data. |
| Data Loader | A tool in Salesforce used for importing, exporting, and deleting large volumes of data. |
| Debug Log | A record of system events in Salesforce used for troubleshooting issues and monitoring performance. |
| Delegated Administration | A feature in Salesforce that allows a user to assign limited administrative privileges to other users in the organization. |
| Einstein Analytics | A cloud-based analytics platform that allows users to explore and visualize data from multiple sources in Salesforce. |
| Field | A data element in Salesforce that represents a specific piece of information, such as a name or address. |
| Field-Level Security | A security feature in Salesforce that allows administrators to restrict access to specific fields on an object. |
| Flow | A tool in Salesforce used to automate business processes by building custom logic and decisionmaking into a visual representation of a business process. |
| Governor Limits | Limits on resources and operations within Salesforce that ensure efficient and reliable performance. |
| Heroku | A cloud-based platform that allows developers to build, run, and scale applications in multiple programming languages. |
| Lightning Web Components | A programming model for building web applications using modern web standards and JavaScript frameworks. |
| Managed Package | A collection of components, such as custom objects, Apex classes, and Visualforce pages, that can be distributed and installed in other Salesforce organizations. |
| Marketing Cloud | A digital marketing platform in Salesforce that allows businesses to create, execute, and analyze marketing campaigns across multiple channels. |
| Metadata | Data that describes the structure, configuration, and behavior of objects and processes in Salesforce. |
| Multi-Currency | A feature in Salesforce that allows organizations to manage transactions and records in multiple currencies. |
| Object | A data structure in Salesforce that represents a specific business entity, such as a customer or product. |
| Opportunity | A record in Salesforce that represents a potential sale or deal with a customer. |
| Page Layout | A visual representation of the fields, related lists, and custom links for an object in Salesforce |
| Dashboard | A visual representation of key performance indicators (KPIs) and metrics that can be used to monitor and analyze data in Salesforce. |
| Lightning | The new user interface (UI) in Salesforce that is designed to be more intuitive and user-friendly, with improved performance and mobile responsiveness. |
| Object | A table or entity in Salesforce that stores data for a specific type of record, such as an Account or Contact. |
| Permission Set | A collection of settings and permissions that can be assigned to users in addition to their profile, to grant them access to additional functionality in Salesforce. |
| Salesforce Mobile App | A mobile application that provides access to Salesforce data and functionality on-the-go, with a responsive and user-friendly interface. |
| SOQL | Salesforce Object Query Language, a SQL-like language used in Salesforce to retrieve data from the platform. |
| Trigger | A piece of Apex code that is executed automatically when a specific event occurs, such as a record being created, updated, or deleted in Salesforce. |
| Community Cloud | A Suite Of tools and Features in Salesforce Designed for creating and managing online communities, such as customer or partner portals, forums, and knowledge bases. |
| Sandbox | A Copy of a salesforce production environment, used for development, testing, training , or other purposes without affecting the production data or confuguration. |
| Process Builde | A Visual tool in Salesforce for automating business processes and workflows, by defining trigger, actions and conditions based on specific criteria |
| Lightning App Buileder | A Drag-and-Drop interface in Salesforce for creating custom applications and user interfaces, using pre-built components and templates |
| Data Model | The structure and relationships of objects and fields in Salesforce, including standard and custom objects fields and relationships |
| knowledge Base | A centralized repostitory of information and articles in Salesforce, used for sharing and managing knowledge across ans organization or with customers |
| Mobile Publisher | A tool in Salesforce for creating and customizing mobile appos, with branding, functionality, and security options and publishing them to app stores |