Salesforce glossary
Salesforce terms, defined in plain language.
Metadata, deployment, automation, security and AI terms that Salesforce teams use every day, each with why it matters and how it shows up in practice.
- 36 terms
A
B
C
D
G
I
L
M
O
P
R
S
- Salesforce dependencyOne component relying on another
- Salesforce deploymentMoving metadata changes into an org
- Salesforce FlowSalesforce's declarative automation tool
- Salesforce metadataThe configuration and code that define how an org works
- Salesforce org auditA structured review of an org's state
- Salesforce org healthHow well an org is built and maintained
- Salesforce profileThe baseline set of permissions every user has
- Salesforce rollbackReturning metadata to how it was before a deploy
- Salesforce sandboxA copy of a production org for building and testing
- Salesforce technical debtConfiguration and code that make the org harder to change
- Setup Audit TrailSalesforce's log of recent configuration changes
- SOQLSalesforce's query language for records
- Statement of workThe agreed scope, deliverables and price of a piece of work
V
W
Start in 5 minutes. No card required.
Connect your Salesforce org. Run your first health scan. Ask your first question. See what you've been missing.
- Anthropic
- OpenAI