SFDC ALL TOPICS
Activity (Calendar Events/Tasks)
Planned task or event, optionally related to another
type of record such as an account, contact, lead, opportunity, or case.
Administrator (System Administrator)
One or more individuals in your organization who can
configure and customize the application. Users assigned to the System
Administrator profile have administrator privileges.
Advanced Function
A formula function designed for use in custom buttons,
links, and s-controls. For example, the INCLUDE advanced function returns the content
from an s-control snippet.
Analytic Snapshot
An analytic snapshot lets you report on historical
data. Authorized users can save tabular or summary report results to fields on
a custom object, then map those fields to corresponding fields on a target
object. They can then schedule when to run the report to load the custom
object's fields with the report's data.
Analytic Snapshot Running User
The user whose security settings determine the source
report's level of access to data. This bypasses all security settings, giving
all users who can view the results of the source report in the target object
access to data they might not be able to see otherwise.
Analytic Snapshot Source Report
The custom report scheduled to run and load data as
records into a custom object.
Analytic Snapshot Target Object
The
custom object that receives the results of the source report as records.
Apex
Apex is a strongly typed, object-oriented programming
language that allows developers to execute flow and transaction control
statements on the Force.com platform server in conjunction with calls to the
Force.com API. Using syntax that looks like Java and acts like database stored procedures,
Apex enables developers to add business logic to most system events, including
button clicks, related record updates, and Visualforce pages. Apex code can be
initiated by Web service requests and from triggers on objects.
App
Short for “application.” A collection of components
such as tabs, reports, dashboards, and Visualforce pages that address a
specific business need. Salesforce provides standard apps such as Sales and
Call Center. You can customize the standard apps to match the way you work. In
addition, you can package an app and upload it to the AppExchange along with related
components such as custom fields, custom tabs, and custom objects. Then, you
can make the app available to other Salesforce users from the AppExchange.
AppExchange
The AppExchange is a sharing interface from
salesforce.com that allows you to browse and share apps and services for the
Force.com platform.
Application Programming Interface (API)
The interface that a computer system, library, or
application provides to allow other computer programs to request services from
it and exchange data.
Approval Process
An approval process is an automated process your
organization can use to approve records in Salesforce. An approval process
specifies the steps necessary for a record to be approved and who must approve
it at each step. A step can apply to all records included in the process, or
just records that have certain attributes. An approval process also specifies the
actions to take when a record is approved, rejected, recalled, or first submitted
for approval.
Auto Number
A custom field type that automatically adds a unique
sequential number to each record. These fields are read only.
Boolean Operators
You can use Boolean operators in report filters to
specify the logical relationship between two values. For example, the AND
operator between two values yields search results that include both values. Likewise,
the OR operator between two values yields search results that include either
value.
Class, Apex
A template or blueprint from which Apex objects are
created. Classes consist of other classes, user-defined methods, variables,
exception types, and static initialization code. In most cases, Apex classes
are modeled on their counterparts in Java.
Clone
Clone is the name of a button or link that allows you
to create a new item by copying the information from an existing item, for
example, a contact or opportunity.
Cloud Computing
A model for software development and distribution
based on the Internet. The technology infrastructure for a service, including
data, is hosted on the Internet. This allows consumers to develop and use
services with browsers or other thin clients instead of investing in hardware,
software, or maintenance.
Combination Chart
A combination chart plots multiple sets of data on a
single chart. Each set of data is based on a different field, so values are
easy to compare. You can also combine certain chart types to present data in
different ways on a single chart.
Component, Visualforce
Something that can be added to a
Visualforce page with a set of tags, for example, <apex:detail>. Visualforce includes a number of standard
components, or you can create your own custom components.
Component Reference, Visualforce
A description of the standard and custom
Visualforce components that are available in your organization. You can access
the component library from the development footer of any Visualforce page or
the Visualforce Developer's Guide.
Controller, Visualforce
An Apex class that provides a Visualforce
page with the data and business logic it needs to run. Visualforce pages can
use the standard controllers that come by default with every standard or custom
object, or they can use custom controllers.
Controller Extension
A controller extension is an Apex class
that extends the functionality of a standard or custom controller.
Controlling Field
Any standard or custom picklist or
checkbox field whose values control the available values in one or more
corresponding dependent fields.
Custom Controller
A custom controller is an Apex class that
implements all of the logic for a page without leveraging a standard
controller. Use custom controllers when you want your Visualforce page to run
entirely in system mode, which does not enforce the permissions and field-level
security of the current user.
Custom Field
A field that can be added in addition to
the standard fields to customize Salesforce for your organization’s needs.
Custom Help
Custom text administrators create to
provide users with on-screen information specific to a standard field, custom
field, or custom object.
Custom Links
Custom links are URLs defined by administrators to
integrate your Salesforce data with external websites and back-office systems.
Formerly known as Web links.
Custom Object
Custom records that allow you to store information
unique to your organization.
Custom Settings
Custom settings are similar to custom objects and
enable application developers to create custom sets of data, as well as create
and associate custom data for an organization, profile, or specific user. All
custom settings data is exposed in the application cache, which enables
efficient access without the cost of repeated queries to the database. This
data can then be used by formula fields, validation rules, Apex, and the SOAP.
Custom View
A display feature that lets you see a specific set of
records for a particular object.
Dashboard
A dashboard shows data from source reports as
visual components, which can be charts, gauges, tables, metrics, or Visualforce
pages. The components provide a snapshot of key metrics and performance
indicators for your organization. Each dashboard can have up to 20 components.
Database
An organized collection of information. The underlying
architecture of the Force.com platform includes a database where your data is
stored.
Database Table
A list of information, presented with rows and
columns, about the person, thing, or concept you want to track. See also
Object.
Data Loader
A Force.com platform tool used to import and export
data from your Salesforce organization.
Decimal Places
Parameter for number, currency, and percent custom
fields that indicates the total number of digits you can enter to the right of
a decimal point, for example, 4.98 for an entry of 2. Note that the system
rounds the decimal numbers you enter, if necessary. For example, if you enter
4.986 in a field with Decimal Places of 2, the number rounds to 4.99. Salesforce
uses the round half-up rounding algorithm. Half-way values are always rounded
up. For example, 1.45 is rounded to 1.5. –1.45 is rounded to –1.5.
Delegated Administration
A security model in which a group of non-administrator
users perform administrative tasks.
Delegated Authentication
A security process where an external authority is used
to authenticate Force.com platform users.
Dependency
A relationship where one object's existence depends on
that of another. There are a number of different kinds of dependencies
including mandatory fields, dependent objects (parent-child), file inclusion (referenced
images, for example), and ordering dependencies (when one object must be
deployed before another object).
Dependent Field
Any custom picklist or multi-select picklist field
that displays availablevalues based on the value selected in its corresponding
controlling field.
Detail
A page that displays information about a single object
record. The detail page of a record allows you to view the information, whereas
the edit page allows you to modify it. A term used in reports to distinguish
between summary information and inclusion of all column data for all
information in a report. You can toggle the Show Details/Hide Details
button to view and hide report detail information.
Developer Edition
A free, fully-functional Salesforce organization
designed for developers to extend, integrate, and develop with the Force.com
platform. Developer Edition accounts are available on developer.force.com.
Development Environment
A Salesforce organization where you can
make configuration changes that will not affect users on the production
organization. There are two kinds of development environments, sandboxes and
Developer Edition organizations.
Developer Force
The Developer Force website at developer.force.com provides a full range of resources for
platform developers, including sample code, toolkits, an online developer
community, and the ability to obtain limited Force.com platform environments.
Document Library
A place to store documents without
attaching them to accounts, contacts, opportunities, or other records.
Email Alert
Email alerts are workflow and approval
actions that are generated using an email template by a workflow rule or
approval process and sent to designated recipients, either Salesforce users or
others.
Email Template
A form email that communicates a standard
message, such as a welcome letter to new employees or an acknowledgement that a
customer service request has been received. Email templates can be personalized
with merge fields, and can be written in text, HTML, or custom format.
Enterprise Application
An application that is designed to support
functionality for an organization as a whole, rather than solving a specific
problem.
Enterprise Edition
A Salesforce edition designed for larger,
more complex businesses.
Entity Relationship Diagram (ERD)
A data modeling tool that helps you
organize your data into entities (or objects, as they are called in the
Force.com platform) and define the relationships between them. ERD diagrams for key
Salesforce objects are published in the SOAP
API Developer's Guide.
Event
An event is an activity that has a scheduled time. For
example, a meeting, or a scheduled phone call.
Field
A part of an object that holds a specific piece of
information, such as a text or currency value.
Field-Level Security
Settings that determine whether fields are hidden,
visible, read only, or editable for users. Available in Enterprise, Unlimited,
and Developer Editions only.
Field Dependency
A filter that allows you to change the contents of a
picklist based on the value of another field.
Field Update
Field updates are workflow and approval actions that
specify the field you want updated and the new value for it. Depending on the
type of field, you can choose to apply a specific value, make the value blank,
or calculate a value based on a formula you create.
Filter Condition/Criteria
Condition on particular fields that qualifies items to
be included in a list view or report, such as “State equals California.”
Folder
A folder is a place where you can store
reports, dashboards, documents, or email templates. Folders can be public,
hidden, or shared, and can be set to read-only or read/write. You control who
has access to its contents based on roles, permissions, public groups, and license
types.
Force.com
The salesforce.com platform for building applications
in the cloud. Force.com combines a powerful user interface, operating system,
and database to allow you to customize and deploy applications in the cloud for
your entire enterprise.
Force.com App Menu
A menu that enables users to switch between
customizable applications (or “apps”) with a single click. The Force.com app
menu displays at the top of every page in the user interface.
Force.com IDE
An Eclipse plug-in that allows developers to manage,
author, debug and deploy Force.com applications in the Eclipse development
environment.
Web Services API
A Web services application programming interface that
provides access to your Salesforce organization's information. See also SOAP
API and Bulk API.
Foreign key
A field whose value is the same as the primary key of
another table. You can think of a foreign key as a copy of a primary key from
another table. A relationship is made between two tables by matching the values
of the foreign key in one table with the values of the primary key in another.
Formula Field
A type of custom field. Formula fields automatically
calculate their values based on the values of merge fields, expressions, or
other values.
Function
Built-in formulas that you can customize with input
parameters. For example, the DATE function creates a date field type from a
given year, month, and day.
Global Variable
A special merge field that you can use to reference
data in your organization. A method access modifier for any method that needs
to be referenced outside of the application, either in the SOAP API or by other
Apex code.
Group
` A groups
is a set of users. Groups can contain individual users, other groups, or the
users in a role. Groups can be used to help define sharing access to data or to
specify which data to synchronize when using Connect for Outlook or Connect for
Lotus Notes. Users can define their own personal groups. Administrators can
create public groups for use by everyone in the organization.
Group Edition
A product designed for small businesses and workgroups
with a limited number of users.
Hierarchy Custom Settings
A type of custom setting that uses a built-in
hierarchical logic that lets you “personalize” settings for specific profiles
or users. The hierarchy logic checks the organization, profile, and user
settings for the current user and returns the most specific, or “lowest,”
value. In the hierarchy, settings for an organization are overridden by profile
settings, which, in turn, are overridden by user settings.
Home Tab
Starting page from which users can choose sidebar
shortcuts and options, view current tasks and activities, or select another
tab.
Hover Detail
Hover details display an interactive overlay
containing detailed information about a record when users hover the mouse over
a link to that record in the Recent Items list on the sidebar or in a lookup
field on a record detail page. Users can quickly view information about a
record before clicking View for the record's detail page or Edit for
the edit page. The fields displayed in the hover details are determined by the
record's mini page layout. The fields that display in document hover details
are not customizable.
Integrated Development Environment (IDE)
A software application that provides comprehensive
facilities for software developers including a source code editor, testing and
debugging tools, and integration with source code control systems.
Immediate Action
A workflow action that executes instantly when the conditions
of a workflow rule are met.
Import Wizard
A tool for importing data into your Salesforce
organization, accessible from Setup.
Instance
The cluster of software and hardware represented as a
single logical server that hosts an organization's data and runs their
applications. The Force.com platform runs on multiple instances, but data for
any single organization is always consolidated on a single instance.
Junction Object
A custom object with two master-detail relationships.
Using a custom junction object, you can model a “many-to-many” relationship
between two objects. For example, you may have a custom object called “Bug”
that relates to the standard case object such that a bug could be related to
multiple cases and a case could also be related to multiple bugs.
Length
Parameter for custom text fields that specifies the
maximum number of characters (up to 255) that a user can enter in the field.
Parameter for number, currency, and percent fields that specifies the number of
digits you can enter to the left of the decimal point, for example, 123.98 for
an entry of 3.
Letterhead
Determines the basic attributes of an HTML email
template. Users can create a letterhead that includes attributes like
background color, logo, font size, and font color.
List View
A list display of items (for example, accounts or
contacts) based on specific criteria. Salesforce provides some predefined
views. In the Console tab, the list view is the top frame that displays a list
view of records based on specific criteria. The list views you can select to
display in the console are the same list views defined on the tabs of other
objects. You cannot create a list view within the console.
Locale
The country or geographic region in which the user is
located. The setting affects the format of date and number fields, for example,
dates in the English (United States) locale display as 06/30/2000 and as
30/06/2000 in the English (United Kingdom) locale. In Professional, Enterprise,
Unlimited, and Developer Edition organizations, a user’s individual Locale
setting overrides the organization’s Default Locale setting. In Personal and
Group Editions, the organization-level locale field is called Locale, not
Default Locale.
Long Text Area
Data type of custom field that allows entry of up to
32,000 characters on separate lines.
Lookup Dialog
Popup dialog available for some fields that allows you
to search for a new item, such as a contact, account, or user.
Lookup Field
A type of field that contains a linkable value to
another record. You can display lookup fields on page layouts where the object
has a lookup or master-detail relationship with another object. For example,
cases have a lookup relationship with assets that allows users to select an
asset using a lookup dialog from the case edit page and click the name of the
asset from the case detail page.
Lookup Relationship
A relationship between two records so you can
associate records with each other. For example, cases have a lookup
relationship with assets that lets you associate a particular asset with a
case. On one side of the relationship, a lookup field allows users to click a
lookup icon and select another record from a popup window. On the associated
record, you can then display a related list to show all of the records that
have been linked to it. If a lookup field references a record that has been
deleted, by default Salesforce clears the lookup field. Alternatively, you can
prevent records from being deleted if they’re in a lookup relationship.
Manual Sharing
Record-level access rules that allow record owners to
give read and edit permissions to other users who might not have access to the
record any other way.
Many-to-Many Relationship
A relationship where each side of the relationship can
have many children on the other side. Many-to-many relationships are
implemented through the use of junction objects.
Master-Detail Relationship
A relationship between two different types of records
that associates the records with each other. For example, accounts have a master-detail
relationship with opportunities. This type of relationship affects record
deletion, security, and makes the lookup relationship field required on the
page layout.
Master Picklist
A complete list of picklist values available for a
record type or business process.
Matrix Report
Matrix reports are similar to summary reports but
allow you to group and summarize data by both rows and columns. They can be
used as the source report for dashboard components. Use this type for comparing
related totals, especially if you have large amounts of data to summarize and
you need to compare values in several different fields, or you want to look at
data by date and by product, person, or geography.
Merge Field
A field you can put in an email template, mail merge
template, custom link, or formula to incorporate values from a record. For
example, Dear {!Contact.FirstName}, uses a contact merge field to obtain the
value of a contact record's First Name field to address an email recipient by
his or her first name.
Metadata
Information about the structure, appearance, and
functionality of an organization and any of its parts. Force.com uses XML to
describe metadata.
Mini Page Layout
A subset of the items in a record's existing page
layout that administrators choose to display in the Console tab's Mini View and
in Hover Details. Mini page layouts inherit record type and profile
associations, related lists, fields, and field access settings from the page
layout.
Multitenancy
An application model where all users and apps share a
single, common infrastructure and code base.
Object
An object allows you to store information in your
Salesforce organization. The object is the overall definition of the type of
information you are storing. For example, the case object allow you to store
information regarding customer inquiries. For each object, your organization
will have multiple records that store the information about specific instances of
that type of data. For example, you might have a case record to store the information
about Joe Smith's training inquiry and another case record to store the
information about Mary Johnson's configuration issue.
Object-Level Help
Custom help text that you can provide for any custom
object. It displays on custom object record home (overview), detail, and edit
pages, as well as list views and related lists.
Object-Level Security
Settings that allow an administrator to hide whole
objects from users so that they don't know that type of data exists.
Object-level security is specified with object permissions.
One-to-Many Relationship
A relationship in which a single object is related to
many other objects. For example, an account may have one or more related
contacts.
Organization
A deployment of Salesforce with a defined set of
licensed users. An organization is the virtual space provided to an individual
customer of salesforce.com. Your organization includes all of your data and
applications, and is separate from all other organizations.
Organization-Wide Defaults
Settings that allow you to specify the baseline level
of data access that a user has in your organization. For example, you can set
organization-wide defaults so that any user can see any record of a particular
object that is enabled via their object permissions, but they need extra
permissions to edit one.
Outbound Message
An outbound message is a workflow, approval, or
milestone action that sends the information you specify to an endpoint you
designate, such as an external service. An outbound message sends the data in
the specified fields in the form of a SOAP message to the endpoint. Outbound
messaging is configured in the Salesforce setup menu. Then you must configure
the external endpoint. You can create a listener for the messages using the
SOAP API.
Overlay
An overlay displays additional information when you
hover your mouse over certain user interface elements. Depending on the
overlay, it will close when you move your mouse away, click outside of the
overlay, or click a close button.
Owner
Individual user to which a record (for example, a
contact or case) is assigned.
Page Layout
Page layout is the organization of fields, custom
links, and related lists on a record detail or edit page. Use page layouts
primarily for organizing pages for your users. In Enterprise, Unlimited, and
Developer Editions, use field-level security to restrict users’ access to
specific fields.
Picklist
Selection list of options available for specific
fields in a Salesforce object, for example, the Industry field for accounts.
Users can choose a single value from a list of options rather than make an
entry directly in the field. See also Master Picklist.
Picklist Values
Selections displayed in drop-down lists for particular
fields. Some values come predefined, and other values can be changed or defined
by an administrator.
Platform as a Service (PaaS)
An environment where developers use programming tools
offered by a service provider to create applications and deploy them in a
cloud. The application is hosted as a service and provided to customers via the
Internet. The PaaS vendor provides an API for creating and extending
specialized applications. The PaaS vendor also takes responsibility for the
daily maintenance, operation, and support of the deployed application and each
customer's data. The service alleviates the need for programmers to install,
configure, and maintain the applications on their own hardware, software, and
related IT resources. Services can be delivered using the PaaS environment to
any market segment.
Platform Edition
A Salesforce edition based on either Enterprise
Edition or Unlimited Edition that does not include any of the standard
Salesforce CRM apps, such as Sales or Service & Support.
Primary Key
A relational database concept. Each table in a
relational database has a field in which the data value uniquely identifies the
record. This field is called the primary key. The relationship is made between
two tables by matching the values of the foreign key in one table with the
values of the primary key in another.
Private Sharing
Private sharing is the process of sharing an uploaded
package by using the URL you receive from Salesforce. This URL is not listed in
the AppExchange. Using the unlisted URL allows you to share a package without
going through the listing process or making it public.
Process Visualizer
A tool that displays a graphical version of an
approval process. The view-only diagram is presented as a flowchart. The
diagram and an informational sidebar panel can help you visualize and
understand the defined steps, rule criteria, and actions that comprise your
approval process.
Professional Edition
A Salesforce edition designed for businesses who need
full-featured CRM functionality.
Profile
Defines a user’s permission to perform different
functions within Salesforce. For example, the Solution Manager profile gives a
user access to create, edit, and delete solutions.
Queue
A holding area for items before they are processed.
Salesforce uses queues in a number of different features and technologies.
Read Only
One of the standard profiles to which a user can be
assigned. Read Only users can view and report on information based on their
role in the organization. (That is, if the Read Only user is the CEO, they can
view all data in the system. If the Read Only user has the role of Western Rep,
they can view all data for their role and any role below them in the hierarchy.)
Recent Items
List of links in the sidebar for most recently
accessed records. Note that not all types of records are listed in the recent
items.
Record
A single instance of a Salesforce object. For example,
“John Jones” might be the name of a contact record.
Record ID
See
Salesforce Record ID.
Record-Level Security
A method of controlling data in which you can allow a
particular user to view and edit an object, but then restrict the records that
the user is allowed to see.
Record Name
A standard field on all Salesforce objects. Whenever a
record name is displayed in a Force.com application, the value is represented
as a link to a detail view of the record. A record name can be either free-form
text or an autonumber field. Record Name does not have to be a unique value.
Record Type
A record type is a field available for certain records
that can include some or all of the standard and custom picklist values for
that record. You can associate record types with profiles to make only the
included picklist values available to users with that profile.
Recycle Bin
A page that lets you view and restore deleted
information. Access the Recycle Bin by using the link in the sidebar.
Related List
A section of a record or other detail page that lists
items related to that record. For example, the Stage History related list of an
opportunity or the Open Activities related list of a case.
Related List Hover Links
A type of link that allows you to quickly view
information on a detail page about related lists, by hovering your mouse over
the link. Your administrator must enable the display of hover links. The
displayed text contains the corresponding related list and its number of
records. You can also click this type of link to jump to the content of the
related list without having to scroll down the page.
Related Object
Objects chosen by an administrator to display in the
Console tab's mini view when records of a particular type are shown in the
console's detail view. For example, when a case is in the detail view, an
administrator can choose to display an associated account, contact, or asset in
the mini view.
Relationship
A connection between two objects, used to create
related lists in page layouts and detail levels in reports. Matching values in
a specified field in both objects are used to link related data; for example,
if one object stores data about companies and another object stores data about
people, a relationship allows you to find out which people work at the company.
Report
A report returns a set of records that meets
certain criteria, and displays it in organized rows and columns. Report data
can be filtered, grouped, and displayed graphically as a chart. See Tabular
Report, Summary Report, and Matrix Report.
Report Type
A report type defines the set of records and
fields available to a report based on the relationships between a primary
object and its related objects. Reports display only records that meet the
criteria defined in the report type. Salesforce provides a set of pre-defined
standard report types; administrators can create custom report types as well.
Role Hierarchy
A record-level security setting that defines different
levels of users such that users at higher levels can view and edit information
owned by or shared with users beneath them in the role hierarchy, regardless of
the organization-wide sharing model settings.
Roll-Up Summary Field
A field type that automatically provides aggregate
values from child records in a master-detail relationship.
Running User
Each dashboard has a running user, whose
security settings determine which data to display in a dashboard. If the
running user is a specific user, all dashboard viewers see data based on the
security settings of that user—regardless of their own personal security
settings. For dynamic dashboards, you can set the running user to be the
logged-in user, so that each user sees the dashboard according to his or her own
access level.
Salesforce Record ID
A unique 15- or 18-character alphanumeric string that
identifies a single record in Salesforce.
Sandbox Organization
A nearly identical copy of a Salesforce production
organization. You can create multiple sandboxes in separate environments for a
variety of purposes, such as testing and training, without compromising the
data and applications in your production environment.
Save As
Option on any standard, public, or custom report to
save the parameters of the report without altering the original report. It
creates a new custom report with your saved changes.
Save & New
Alternative “save” on most pages with which you can
save your current changes and create a new entry.
Search
Feature that lets you search for information that
matches specified keywords. If you have sidebar search, enter search terms in
the Search section of the sidebar or click Advanced Search... for more
search options. If you have global search, enter search terms in the search box
in the header.
Search Layout
The organization of fields included in search results,
in lookup dialogs, and in the key lists on tab home pages.
Setup
An administration area where you can customize and
define Force.com applications. Access Setup through the Your Name >
Setup link at the top of Salesforce pages.
Sharing
Allowing other users to view or edit information you
own. There are different ways to share data:
Ø Sharing
Model—defines the default organization-wide access levels that users have to
each other’s information and whether to use the hierarchies when determining
access to data.
Ø Role
Hierarchy—defines different levels of users such that users at higher levels
can view and edit information owned by or shared with users beneath them in the
role hierarchy, regardless of the organization-wide sharing model settings.
Ø Sharing
Rules—allow an administrator to specify that all information created by users
within a given group or role is automatically shared to the members of another
group or role.
Ø Manual
Sharing—allows individual users to share records with other users or groups.
Ø Apex-Managed
Sharing—enables developers to programmatically manipulate sharing to support
their application’s behavior. See Apex-Managed Sharing.
Sharing Model
Behavior defined by your administrator that determines
default access by users to different types of records.
Sharing Rule
Type of default sharing created by administrators.
Allows users in a specified group or role to have access to all information
created by users within a given group or role.
Show/Hide Details
Option available for reports that lets you show/hide
the details of individual column values in report results.
Sidebar
Column appearing on the left side of each page that
provides links to recent items and other resources.
Sites
Force.com Sites enables you to create public websites
and applications that are directly integrated with your Salesforce
organization—without requiring users to log in with a username and password.
SOAP (Simple Object Access Protocol)
A protocol that defines a uniform way of passing
XML-encoded data.
Software as a Service (SaaS)
A delivery model where a software application is
hosted as a service and provided to customers via the Internet. The SaaS vendor
takes responsibility for the daily maintenance, operation, and support of the application
and each customer's data. The service alleviates the need for customers to
install, configure, and maintain applications with their own hardware,
software, and related IT resources. Services can be delivered using the SaaS
model to any market segment.
Source Report
A custom report scheduled to run and load data as
records into a target object for an analytic snapshot.
Standard Object
A built-in object included with the Force.com
platform. You can also build custom objects to store information that is unique
to your app.
Summary Report
Summary reports are similar to tabular reports, but
also allow users to group rows of data, view subtotals, and create charts. They
can be used as the source report for dashboard components. Use this type for a
report to show subtotals based on the value of a particular field or when you
want to create a hierarchical list, such as all opportunities for your team,
subtotaled by Stage and Owner.
Tab
A tab is an interface component that allows you to
navigate around an app. A tab serves as the starting point for viewing,
editing, and entering information for a particular object. When you click a tab
at the top of the page, the corresponding tab home page for that object appears.
A tab can be associated with an object, a Web page, or a Visualforce page.
Tabular Report
Tabular reports are the simplest and fastest way to
look at data. Similar to a spreadsheet, they consist simply of an ordered set
of fields in columns, with each matching record listed in a row. Tabular
reports are best for creating lists of records or a list with a single grand
total. They can't be used to create groups of data or charts, and can't be used
in dashboards unless rows are limited. Examples include contact mailing lists
and activity reports.
Task
Assigns a task to a user you specify. You can specify
the Subject, Status, Priority, and Due Date of the task. Tasks are workflow and
approval actions that are triggered by workflow rules or approval processes.
For
Calender-related tasks, see Activity (Calendar Events/Tasks).
Text
Data type of a custom field that allows entry of any
combination of letters, numbers, or symbols, up to a maximum length of 255
characters.
Text Area
A custom field data type that allows entry of up to
255 characters on separate lines.
Time-Dependent Workflow Action
A workflow action that executes when the conditions of
a workflow rule and an associated time trigger are met.
Time Trigger
An event that starts according to a specified time
threshold, such as seven days before an opportunity close date. For example,
you might define a time-based workflow action that sends email to the account
manager when a scheduled milestone will occur in seven days.
Unlimited Edition
Unlimited Edition is salesforce.com's flagship
solution for maximizing CRM success and extending that success across the
entire enterprise through the Force.com platform.
URL (Uniform Resource Locator)
The global address of a website, document, or other resource
on the Internet. For example, http://www.salesforce.com.
User Interface
The
layouts that specify how a data model should be displayed.
Validation Rule
A rule that prevents a record from being saved if it
does not meet the standards that are specified.
Visualforce
A simple, tag-based markup language that allows
developers to easily define custom pages and components for apps built on the
platform. Each tag corresponds to a coarse or fine-grained component, such as a
section of a page, a related list, or a field. The components can either be
controlled by the same logic that is used in standard Salesforce pages, or
developers can associate their own logic with a controller written in Apex.
Visualforce Page
A web page created using Visualforce. Typically,
Visualforce pages present information relevant to your organization, but they
can also modify or capture data. They can be rendered in several ways, such as
a PDF document or an email attachment, and can be associated with a CSS style.
Web Service
A mechanism by which two applications can easily
exchange data over the Internet, even if they run on different platforms, are
written in different languages, or are geographically remote from each other.
Web Tab
A custom tab that allows your users to use external
websites from within the application.
Wizard
A user interface that leads a user through a complex
task in multiple steps.
Workflow and Approval Actions
Workflow and approval actions consist of email alerts,
tasks, field updates, and outbound messages that can be triggered by a workflow
rule or approval process.
Workflow Action
A workflow action is an email alert, field update,
outbound message, or task that fires when the conditions of a workflow rule are
met.
Workflow Email Alert
A workflow action that sends an email when a workflow
rule is triggered. Unlike workflow tasks, which can only be assigned to
application users, workflow alerts can be sent to any user or contact, as long
as they have a valid email address.
Workflow Field Update
A workflow action that changes the value of a
particular field on a record when a workflow rule is triggered.
Workflow Outbound Message
A workflow action that sends data to an external Web
service, such as another cloud computing application. Outbound messages are
used primarily with composite apps.
Workflow Queue
A list of workflow actions that are scheduled to fire
based on workflow rules that have one or more time-dependent workflow actions.
Workflow Rule
A workflow rule sets workflow actions into motion when
its designated conditions are met. You can configure workflow actions to
execute immediately when a record meets the conditions in your workflow rule,
or set time triggers that execute the workflow actions on a specific day.
Workflow Task
A workflow action that assigns a task to an
application user when a workflow rule is triggered.
XML (Extensible Markup Language)
A markup language that enables the sharing and
transportation of structured data. All Force.com components that are retrieved
or deployed through the Metadata API are represented by XML definitions.
Zip File
A data compression and archive format.
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