100 Essential Salesforce Terms

In Salesforce, an account represents a company, organization, or entity with which you have a business relationship. It is used for tracking and managing interactions and transactions.

An action recorded in Salesforce, including tasks, events, calls, and emails. These activities help in tracking interactions with contacts and leads.

A related list on records in Salesforce that displays a history of completed activities associated with that record, such as completed tasks and past events.

A set of rules and protocols that allow different software applications to communicate with each other. Salesforce provides various APIs for integration and data access.

Salesforce's marketplace for third-party apps and solutions. Users can find and install apps to extend Salesforce's functionality.

A sequence of steps and criteria used for approving records like opportunities, contracts, or custom objects in Salesforce. It automates the approval workflow.

A feature in Salesforce that allows developers to process large volumes of data asynchronously in smaller batches, ensuring efficient execution and avoiding governor limits.

In Salesforce, a campaign represents a marketing initiative designed to reach and engage specific audiences. It helps track the effectiveness of marketing efforts.

A record type used in Salesforce to track customer issues, service requests, or inquiries. Cases are commonly associated with customer support and service management.

Salesforce's collaboration tool that enables users to engage in real-time communication, share files, and follow records. It facilitates collaboration within the organization.