At Bubblebox, it’s important to us to continuously educate and share our knowledge. If you’re new to Salesforce or integrating a new product or feature, there are often new terminology or words that get brought up in conversation. We’ve been there before and so have many others. You don’t want to disrupt a meeting to ask a question. To help you and many others, we’ve compiled a glossary of terms most frequently used with our customers, documentations and conversations.
A
Account
An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.
Account Settings
The Account Settings workspace contains key information regarding your account and allows you to modify that information for you and your users.
Account Send Summary Report
The Account Send Summary Report contains all counts and rates for sends and responses for an account. This information is organized by send.
Activity
An event, a task, a call you've logged, or an email you've sent. You can relate an activity to other records, such as an account, a lead, an opportunity, or a case. In an org with Shared Activities enabled, you can relate an activity to multiple contacts. Tasks can also be generated by workflow rules and approval processes configured by a Salesforce admin.
Allowlisting
Allowlisting is the process of configuring a spam filter to exempt certain email messages from being filtered or rejected. In this case, it refers to configuring your own corporate mail server so that it doesn't reject or filter the email campaigns you send via us Marketing Cloud
AMPscript
AMPscript is a scripting language that you can embed within HTML emails, text emails, landing pages, and SMS messages.
Apex
Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the Lightning platform server in conjunction with calls to the Lightning Platform 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.
Apex Connector Framework
The Apex Connector Framework is a set of classes and methods in the DataSource namespace for creating a custom adapter for Salesforce Connect. Create a custom adapter to connect to data that’s stored outside your Salesforce org when the other available Salesforce Connect adapters aren’t suitable for your needs.
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 Service. You can customize the standard apps to match the way you work. You can also 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.
Asset
A specific model or type of product that a customer owns. Depending on how your organization uses assets, they can represent your products that the customer has purchased and installed or your competitor’s products that the customer uses.
Assignment
An assignment is a draft article that has been assigned to another user for editing. Assignments can contain brief instructions and a due date.
@Mention
An @mention (or at mention) is the @ symbol followed by a person’s or group’s name, for example, @Bob Smith or @DocTeam. You can @mention people in Chatter posts and comments. When you @mention someone, the @mention links to their profile, the post or comment displays in their feed, and emailed a notification.
Audience Builder
Audience Builder is an application that serves as your real-time, direct line to understanding customer data. With an easy, drag 'n drop interface you filter your data, providing the many segmentation possibilities that result in immediate statistics to guide strategic decision making for planning, tracking, and reporting.
Automation Studio
An application with a drag-and-drop tool that gives marketers the ability to build multi-step marketing programs where certain events trigger different actions, for example, data import, group refresh, send.
Auto-Response Rule
A set of conditions for sending automatic email responses to case or lead submissions based on the attributes of the submitted record. Applicable cases include those submitted through a Self-Service portal, a Customer Portal, a Web-to-Case form, an Email-to-Case message, or an On-Demand Email-to-Case message. Applicable leads include those captured through a Web-to-Lead form.
B
Business Account
A company or organization that you want to track.
C
Campaign
A marketing initiative, such as an advertisement, direct mail, or conference, that you conduct in order to generate prospects and build brand awareness.
Campaign Hierarchy
A set of up to five campaigns organized into a hierarchy. A parent campaign can have several child campaigns, but a child campaign can have only one parent.
Campaign Member
Any lead or contact associated with a campaign.
Campaign ROI (Return On Investment)
The campaign ROI is the return on your marketing investment. Use the Campaign ROI Analysis Report to analyze the ROI. The ROI is calculated as the net gain (Total Value Won Opps - Actual Cost) divided by the Actual Cost. The ROI result is expressed as a percentage.
CAN-SPAM
The CAN-SPAM Act imposes stricter requirements on Commercial email than on Transactional email. Complying with these requirements not only protects you from litigation related to the CAN-SPAM act, but also demonstrates your commitment to providing relevant messaging to your customers.
Case
Detailed description of a customer’s feedback, problem, or question. Used to track and solve your customers’ issues.
Commercial Message
A commercial message is any electronic mail message with the primary purpose of communicating a commercial advertisement or promoting of a commercial product or service. Commercial messages must include the following elements:
- A mechanism to unsubscribe
- The physical mailing address of the sender
- A notice of advertisement (if unsolicited)
- For commercial messages, the application checks for the presence of an unsubscribe link and does not send the message if the subscriber has an unsubscribed status. By definition, all commercial messages must be sent as user-initiated messages.
Community
Communities are customizable public or private spaces for employees, end-customers, and partners to collaborate on best practices and business processes.
Connected User
When using the cross-org adapter for Salesforce Connect, the connected user is the user in the provider org whose credentials are used by the subscriber org to log in to the provider org. The connected user's access to data in the provider org affects which data can be accessed from within the subscriber org.
Contacts are the individuals associated with your accounts.
A contract is an agreement defining the terms of business between parties.
Content box
A content box is an area of an email where you can insert text, links, images, and tables. You can build and edit content by managing content boxes in an email. Content boxes are based on a standard template or an HTML paste template. You design the layout and input the content of each individual content box.
Content-Building Wizard
The Content-Building Wizard is a window that leads you through the process of creating content for template-based emails. The wizard is designed to handle all content types, such as SMS and Smart Capture, regardless of the size or impact on the email.
Contract Line Item
Contract line items are specific products covered by a service contract. They only display to users on the Contract Line Items related list on service contracts, not contracts.
Controlling Field
Any standard or custom picklist or checkbox field whose values control the available values in one or more corresponding dependent fields.
Convert
Button or link that allows you to change a qualified lead into an account, contact, and, optionally, an opportunity. Information from the lead fields is transferred into the appropriate account, contact, and opportunity fields.
Custom Field
A field that can be added in addition to the standard fields to customize Salesforce for your organization’s needs.
Custom Links
Custom links are URLs defined by administrators to integrate your Salesforce data with external websites and back-office systems. Formerly known as Weblinks.
Custom Object
Custom records that allow you to store information unique to your organization.
Custom Report Type
See Report Type.
Custom View
A display feature that lets you see a specific set of records for a particular object.
D
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.
Dashboard builder is a drag-and-drop interface for creating and modifying dashboards.
Data Extension
A data extension is a table within the application database that contains your data. Usually, the data you keep in a data extension relates to a subscriber but does not fit in the subscriber profile and preference attributes for some reason.
Data Extract
Data extract is a feature you can use to export your tracking information from the application database. The application exports the data to a CSV file, compresses the data into a ZIP file, and makes the file available to you on the enhanced FTP server. The application also provides a UTF-16 to ASCII conversion package.
Data Extract Activity
A data extract is an activity that creates a file of information for you to use outside of the application. This activity can also be used to transform an XML file to a comma-delimited, tab-delimited, or pipe-delimited file for import into your account.
Data Filter
A data filter is a group of criteria that segments a subscriber list or data extension. The data filter segmentation is based on subscriber attribute values or measures you create from behavioural data.
Data Relationship
A data relationship specifies that a column in one data extension contains the same kind of information as a column in another data extension or in a subscriber attribute.
Dedicated Internet Provider (IP)
An IP address that only you use for sending email. Sometimes called a "Private IP"
Delivery Profile
A delivery profile is a record where you can specify the delivery information for a message in a central location and reuse that information across multiple sends without having to select the information each time.
Dynamic Content
Dynamic content is content that displays in a content box according to the rules that you define based on the subscriber's attributes or data extension column values. By using dynamic content, you can ensure that a more-tailored message is reaching your targeted audience.
Dependent Field
Any custom picklist or multi-select picklist field that displays available values 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.
Detail View
The Agent console's center frame, which is the detail page view of any record selected from any of the console’s other frames. The detail view displays the same page layouts defined for the object’s detail pages. When a record is displayed in the detail view, it is highlighted in the list view.
E
An email is a type of electronic message that is delivered to your subscribers' email inbox. In Marketing Cloud, an email consists of content. Content is the text, images, and rich media that the subscriber sees when viewing the email.
Email Alert
Email alerts are actions that send emails, using a specified email template, to specified recipients.
Email Archiving
Email archiving is the process of saving a copy of every email sent to the file system. After an email is initiated, either by a user or by another trigger, the system processes the request. At the same time that the email is being sent to the subscriber, a copy of the email is also sent to the email archive. Sending the two copies of the email in the same process ensures that any email sent to a subscriber is captured in the archive.
Email History
The email history feature is a record of all past and future (scheduled) deliveries of an email. Also, it allows you to cancel a scheduled delivery if you want to change the scheduled delivery time of the email.
Email Message
An email message is a type of message delivered to your subscribers' email client. You can create user-initiated and triggered email interaction. Email message interactions are also referred to as Send Definitions. See the EmailSendDefinition web service API object.
Email Send Report
The Email Send Report shows email send totals over a time period you specify. You can run this report for your child accounts, if applicable. You choose the time increments to display on the report: day, week, month, or year.
Email Send Wizard
The Email Send Wizard is a program in the application that guides you through necessary steps to send your email. The Email Send Wizard is what appears when you choose to send your email using the Guided Send option.
Email Studio
An application for marketers to create, target, deliver, track, and manage email marketing programs.
Email Template
A form email that communicates a standard message, such as a welcome letter to new employees or an acknowledgment 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.
Enhanced FTP
Enhanced FTP is a more secure and flexible file transfer alternative than basic FTP. Because of the benefits over basic FTP, enhanced FTP is the go-forward standard for customer implementations that include file transfer functionality. If your organization must transfer files to and from the system as part of your business processes, use enhanced FTP.
Enterprise Edition
A Salesforce edition designed for larger, more complex businesses.
External Data Source
An external data source specifies how to access an external system. Salesforce Connect uses external data sources to access data that's stored outside your Salesforce organization. Files Connect uses external data sources to access third-party content systems. External data sources have associated external objects, which your users and the Lightning Platform use to interact with the external data and content.
External Lookup Relationship
An external lookup relationship links a child standard, custom, or external object to a parent external object. When you create an external lookup relationship field, the standard External ID field on the parent external object is matched against the child’s external lookup relationship field's values. External object field values come from an external data source.
External Object
External objects behave similarly to custom objects, except that they map to data that’s stored outside your Salesforce org. Each external object maps to a data table in a defined external data source, and each external object field maps to a table column. Users and the Lightning Platform use external objects to interact with the external data.
External User
External users are users with Community, Customer Portal, or partner portal licenses.
F
Field-Level Security
Settings that determine whether fields are hidden, visible, read-only, or editable for users. Available in Professional, Enterprise, Unlimited, Performance, and Developer Editions.
Field Sets
A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title. Field sets can be referenced on Visualforce pages dynamically. If the page is added to a managed package, administrators can add, remove, or reorder fields in a field set to modify the fields presented on the Visualforce page without modifying any code.
Field Update
A field update is an action that automatically updates a field with a new value.
File Collaborator
Users with the “collaborator” permission can view, download, share, change permission, edit the file, and upload new versions of files in Chatter.
File Transfer Activity
A file transfer is an activity to use to upload a file to or download a file from a transfer location that you specify. The file transfer activity transfers files securely. This activity can also unencrypt or uncompress a file.
FIle Transfer Location
A file transfer location is an FTP site or other file storage location from which you transfer files to your Marketing Cloud account or to which you transfer files from your Marketing Cloud account
Filter Activity
A filter activity is an activity that applies the logic of a data filter to a subscriber list you select to create a group of subscribers who satisfy the filter criteria.
Filter Condition/Criteria
Condition on particular fields that qualifies items to be included in a list view or report, such as “State equals California.”
Fiscal Year
An organization's period for financial planning purposes, such as forecasting, whose length is usually similar to the length of a calendar year. Fiscal years usually contain smaller fiscal periods, such as quarters or trimesters.
Fixed Content Email
A fixed content email is an email that has content unaffected by Marketing Cloud . Fixed content emails can be HTML-based or text-based.
Flag
An icon that users can click on a question or reply to report it as spam, hateful, or inappropriate.
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. You can make a folder available to your entire organization or make it private so that only the owner has access.
Follow
A subscription to a user or record that lets you see related updates in your Chatter feed. Follow a user to see the users’s posts. Follow a record to see posts, comments, and field changes.
Forecast Amount
Applies to Collaborative Forecasts. The revenue forecast from the forecast manager’s perspective and the sum of the owner’s and subordinates’ opportunities, including all forecast adjustments.
Forecast Category
Determines the category to which an opportunity is attributed in a forecast. The default category setting for an opportunity is tied to its stage, as set in the Stage picklist. To update the Forecast Category for a particular opportunity, you must edit that opportunity’s forecast.
Forecast Quantity
Applies to Collaborative Forecasts. The quantity forecast from the forecast manager’s perspective and the sum of the owner’s and subordinates’ opportunities, including all forecast adjustments.
Forecast User
A user who can see and work with forecasts below them in the forecast hierarchy.
Forecasts
Projections of sales for a specified period.
Formula Field
A type of custom field. Formula fields automatically calculate their values based on the values of merge fields, expressions, or other values.
Forward to a Friend
Forward to a Friend is a feature that you add to the emails you send your subscribers. When subscribers want to share the information in your email with friends, they click the icon and fill out the sending form. If the subscriber uses this tool to forward content, you collect tracking information on the forwarded message.
Full Sandbox
Full sandboxes copy your entire production organization and all its data, including standard and custom object records, documents, and attachments. Use the sandbox to code and test changes and to train your team about the changes. You can refresh a Full sandbox every 29 days.
G
Global Search
Search more records and fields in Salesforce from the header search box. Global search keeps track of which objects you use and how often you use them and arranges the search results accordingly. Search results for the objects you use most frequently appear at the top of the list.
Grid
A grid is the list of specific items you can interact with in a workspace. For example, when you click the Content tab and then my emails, you see a grid of emails in your account. A grid contains columns of detail information about the items in the list, and you can control which columns appear by right-clicking a column header. You can control the sort order of the items in the grid by clicking a column header.
Group
A group is a set of users. Groups can contain individual users, other groups, or the users in a role. Groups can help define sharing access to data or specify which data to synchronize in Salesforce for Outlook configurations or Lightning Sync configurations.
Users can define their own personal groups. Administrators can create public groups for use by everyone in the organization.
Guided Send
A guided send is a send process that uses the Email Send Wizard.
H
Home Tab
Starting page from which users can choose sidebar shortcuts and options, view current tasks and activities, or select another tab.
HTML Paste
The HTML Paste feature is an option you have when creating an email. This feature allows you to create emails with HTML code.
I
Immediate Action
A workflow action that executes instantly when the conditions of a workflow rule are met.
Import Activity
An import is an activity to use the information from an outside file to update a subscriber list or data extension. If your account is integrated with a Salesforce account, you can use an import activity to create and populate a data extension with the data from a Salesforce object or report.
Impression Tracking
Impression tracking allows you to track the performance of emails that contain content built by AMPscript or selected by the dynamic content feature.
Impression Tracking by Job Report
The Impression Tracking by Job Report shows the performance of an Impression Region for a single send (or job). The report shows the number of times the content area was sent as part of a job (that is, number of impressions) and the link performance for links found within the impression region. This report also contains the overview tracking summary for the send. Only emails that use dynamic content or AMPscript can be tracked using these reports.
Impression Tracking for Triggered Sends
The Impression Tracking for Triggered Sends Report shows the performance of impression regions in emails that were sent over a set period. The report shows the number of times the content area was sent as part of a job, that is, number of impressions, and the link performance for links found within the impression region. This report also contains the overview tracking summary for the whole triggered send for the date period selected. Only emails that use dynamic content or AMPscript can be tracked using this report.
Inbox Detective
Inbox Detective is an information center that tracks the deliverability of your email campaigns. By sending to a seed list of Return Path-maintained email addresses, Inbox Detective provides visibility into how ISPs handle your mail. You can view overall delivery statistics for a campaign and drill down to determine which ISPs are delivering your mail to the inbox, filtering mail to the bulk or spam folder, or blocking mail originating from your company.
Inbox Preview
Inbox Preview is a deliverability tool that helps you determine if your email campaign content impacts your delivery rates. You can see how your content renders across the most popular software and web-based email readers, determine if your HTML breaks or images are not displayed, and know how your content fares if it encounters leading spam filtering packages. Get this information before you send your email so you can identify and correct issues that could affect your delivery and response rates.
Interaction Log
An area in a Salesforce console where you can jot notes about the main record you're working on without clicking a button, viewing a new tab, or scrolling to the Notes & Attachments related list. Interaction logs are archived on the Activity History related list for easy review and retrieval. Administrators can customize interaction logs to include task fields.
J
No Glossary items for this entry.
K
No Glossary items for this entry.
L
Landing Page
A landing page is an individual page within a microsite.
Layout
A layout is a template for a landing page. When you create a landing page, you can choose to whether to use a layout, build from HTML, or revise an existing page. If you use a layout, you can use one of the quick layouts provided with the application or you can create your own.
Lead
A lead is a sales prospect who has expressed interest in your product or company.
List Price
The price of a product in a custom price book.
List Demographics Report
The List Demographics Report displays the status, subscription method, and domains of the subscribers on a list.
List Detective
List Detective maintains information on email addresses and domains that could cause deliverability problems for your email sends. This information includes email addresses that are known spam traps (inactive addresses used by domains to identify spammers) and domains that no longer provide email services.
List Performance Over Time Report
The List Performance Over Time Report provides statistics for all sends to a list during a specified time period.
List Size Over Time Report
The List Size Over Time Report displays the size of a given list over a period of time. It tracks the total number of subscribers on the list and the email status of these subscribers, unsubscribed, undeliverable, and so forth. This report functions better over longer periods of time, so use the report to measure list growth over periods of 1 month or longer. Shorter time spans can reflect inconsistent results due to the smaller time frame.
List View
A list display of items (for example, accounts or contacts) based on specific criteria. Salesforce provides some predefined views.
In the Agent console, 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.
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 allow users to select an asset using a lookup dialog from the case edit page and click the asset's name 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.
LTD
LTD (Lifetime To Date) is a consumer metric that counts or sums a total that can be applied to many different types of subscriber events or behaviors. Some examples are, Total Lifetime Spend, Total Email Opens, and Total Emails Sends.
M
Marketing Cloud
A real-time, multichannel engagement solution that provides a single view of customers and prospects, and empowers marketers to plan, monitor, track, and take action across all interactive channels.
Marketing User
One or more individuals in your organization who can manage campaigns. Administrators can designate someone as a Marketing User by selecting the Marketing User checkbox in the user’s personal information.
Only marketing users can create, edit, and delete campaigns or configure advanced campaign setup.
With additional user permissions, marketing users can use the Data Import Wizard to add campaign members and update their statuses.
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.
Member Status
The status of a lead or contact in relation to a campaign. For example, a lead or contact could have a member status of “Planned,” “Sent,” or “Responded” at different stages of an email campaign.
Merge Field
A merge field is 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.
Microsite
A microsite is a collection of one or more landing pages hosted in your account.
Milestone
Milestones are required steps in your support process. They're metrics that represent service levels to provide to each of your customers. Examples of milestones include First Response and Resolution Times on cases.
Milestone Actions
Milestone actions are time-dependent workflow actions that occur at every step (milestone) in an entitlement process. Examples of milestone actions include sending email alerts to specified users an hour before a first response is near violation or automatically updating certain fields on a case one minute after a first response successfully completes.
MobileConnect
An application for marketers wanting to create, send, and measure SMS campaigns across the globe. From simple keyword programs to smart mobile campaigns and conversations, marketers can quickly build and deploy messages to target on-the-go audiences.
Multi-join filter
A multi-join filter is a data filter that allows you to get information from more than one data extension.
Multi-Select Picklist
See Picklist (Multi-Select).
My Settings
When the improved Setup user interface is enabled in an organization, and the user has Salesforce Classic, personal settings are available from the My Settings menu under the user’s name.
N
Nickname
A nickname is the name used to identify this user in a community. Up to 40 alphanumeric characters are allowed. Standard users can edit this field.
O
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 allows 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.
Opportunities
Opportunities track your sales and pending deals.
Opportunity Team
An opportunity team is a set of users that normally work together on sales opportunities. A typical opportunity team might include the account manager, the sales representative, and a pre-sales consultant. You can specify the opportunity team for each opportunity that you own.
Organic Search Leads
Organic search lead is a specific lead source indicating that the lead was generated when a user, who arrived at your website by way of an unpaid (organic) listing on a major search engine, filled out the Web-to-Lead form containing the Salesforce tracking code. The lead source details contain the search engine and the search phrase for each organic lead.
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. Your organization includes all of your data and applications and is separate from all other organizations.
Org
An org is an abbreviation of organization as it pertains to a deployment of Salesforce with a defined set of licensed users. An org is the virtual space provided to an individual customer of Salesforce. Your org includes all of your data and applications and is separate from all other orgs.
Organization-Wide Address
An organization-wide address allows you to associate a single email address as an alias for all users within a user profile.
Outbound Message
An outbound message sends information to a designated endpoint, like an external service. Outbound messages are configured from Setup. You must configure the external endpoint and create a listener for the messages using the SOAP API.
Salesforce for Outlook Configuration
Salesforce for Outlook configurations include settings for the data that Salesforce for Outlook users can sync between Microsoft® Outlook® and Salesforce. Administrators can create separate configurations for different types of users and give users permission to edit some of their own settings. For example, an opportunity team might want to sync everything, while a manager might want to sync only events.
Owner
Individual user to which a record (for example, a contact or case) is assigned.
P
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 Professional, Enterprise, Unlimited, Performance, and Developer Editions, use field-level security to restrict users’ access to specific fields.
Parent Account
An organization or company that an account is affiliated. By specifying a parent for an account, you can get a global view of all parent/subsidiary relationships using the View Hierarchy link.
Partner
Partners are the companies with which you collaborate to close your sales deals. For each opportunity or account you create, the Partners related list allows you to store information about your partners and their roles in the opportunity or account. A partner must be an existing account within Salesforce. Selecting a partner role automatically creates a reverse partner relationship with the associated account so that both accounts list the other account as a partner.
Partner Accounts
Partner accounts are Salesforce accounts that a channel manager uses to manage partner organizations, partner users, and activities when using a partner community or a partner portal.
Partner Role
Selection for an account on the Partners related list of an individual account or opportunity that specifies the role that the account has in related sales deals.
Partner User
Partner users are Salesforce users with limited capabilities. They are external to your organization but sell your products or services through indirect sales channels. They are associated with a particular partner account, have limited access to your organization's data, and log in via a partner portal.
Partner Portal
Partner portal allows partner users to log in to Salesforce through a Web portal rather than through Salesforce.
Permission
A permission is a setting that allows a user to perform certain functions in Salesforce. Permissions can be enabled in permission sets and profiles. Examples of permissions include the “Edit” permission on a custom object and the “Modify All Data” permission.
Permission Set
A collection of permissions and settings that gives users access to specific tools and functions.
Person Account
A person account is an individual consumer with whom you do business, such as a financial services client, an online shopper, or a vacation traveler. Person accounts are applicable to organizations that operate on a business-to-consumer model as opposed to a business-to-business model.
Personal Edition
Product designed for individual sales representatives and single users.
Personal Settings
Settings and customization options to help users personalize their Salesforce experience. All Salesforce users can edit their own personal settings. Depending on an organization’s user interface settings, users can access their personal settings from the Personal Setup area of the Setup menu or from the menu under their avatar or name.
Personalization String
A personalization string is a tag that lets you insert any of the attributes in your account (such as subscriber name) into your emails. Personalization strings can appear in the subject line of the email or in the email's content boxes. You may have heard personalization strings referred to as merge fields or substitution strings.
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 (Multi-Select)
Selection list of options available for specific fields in a Salesforce object. Multi-select picklists allow users to choose one or more values. Users can choose a value by double-clicking on it or choose additional values from a scrolling list by holding down the CTRL key while clicking a value and using the arrow icon to move them to the selected box.
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.
Pinned Lists
Lists that display at the top or on the left side of a Service Cloud console; they're always visible and let you see the list you're working from and a record's details at the same time. An administrator must turn on pinned lists.
Pipeline
Calculated amount of open opportunities that have a close date within the quarter. Appears on the forecasts page. For managers, this amount includes open opportunities for them and their entire team.
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.
Portfolio
A portfolio is a single entry point to manage the image, document, and media files that you use and refer to in your classic content emails and microsites. You can see your stored digital assets together in the portfolio.
Pre-populated Smart Capture Fields
Pre-populated Smart Capture fields take information from your Salesforce instance and automatically places that information in appropriate Smart Capture fields, depending on the specific subscriber accessing the form. For example, a subscriber using the Smart Capture form can have their first and last names automatically included in the form.
Price Book
A price book is a list of products that your organization sells. Available in Professional, Enterprise, Unlimited, Performance, and Developer Editions only.
Primary Contact
Field in company information that lists the primary contact for your organization.
It also indicates the primary contact associated with an account, contract, or opportunity. Specified as a checkbox in the Contact Roles related list of an account, contract, or opportunity.
Primary Partner
Partner account designated as playing a key role in closing an opportunity. Specified as a checkbox in the Partners related list of an opportunity.
Primary Tab
A tab in a Salesforce Classic console that displays the main item to work on, such as an account.
Professional Edition
A Salesforce edition designed for businesses who need full-featured CRM functionality.
Product Family
A picklist field on products that you can customize to categorize types of products.
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.
Profile Attribute
A profile attribute contains information to characterize a subscriber profile. For example, each subscriber can be asked to provide their gender, birth date, and email address. By default, every account has three profile attributes: Full Name, Email, and User Defined (which is intended as a generic attribute that you can use as needed). You cannot modify these attributes.
Profile Center
The profile center is a webpage where subscribers can enter and maintain the personal information that you keep about them.
Profile Center Add-On
The Profile Center Add-On connects your Marketing Cloud for Microsoft Dynamics CRM instance with a web page that allows subscribers to manage their own subscription settings. Dynamics CRM uses these settings to determine who receives emails sent via the Dynamics CRM integration.
Publication list
A publication list helps you manage how subscribers receive several different categories of emails or SMS messages. For example, you can send newsletters, advertisements, and alerts. Each is a different category, so you would create a separate publication list for each category. When you send a newsletter, you associate the send with the newsletter publication list to identify to the system what kind of content is inside the publication.
Push Notifications, Mobile
Push notifications are alerts that apps render on mobile device home screens when users aren’t using the app. These alerts can consist of text, icons, and sounds, depending on the device type.
Push Notifications, Salesforce Console
Visual indicators in a Salesforce Console that show when a record or field has changed during a user’s session.
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Quantity Schedule
A quantity schedule outlines the dates, number of units (i.e., quantity), and number of installments for billing or shipping a product. Your organization can decide exactly how to use schedules. Available in Enterprise, Unlimited, Performance, and Developer Editions only.
Quantity Forecasting
Forecasting based on the projected number of units sold.
Queue
A holding area for items before they are processed. Salesforce uses queues in a number of different features and technologies.
Query Activity
A query is an activity to retrieve data extension or data view information that matches your criteria and include that information in a data extension. You use SQL to create the query you use in the query activity.
Quota
The sales goal assigned to a user or territory for a specified forecast period. A manager’s quota should equal the amount she and her team are expected to generate together.
Quote
A record showing proposed prices for products and services. Quotes can be created from opportunities and emailed as PDFs to customers.
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Recent Activity
Your Recent Activity page contains a summary of all the recent activity that relates to your participation within a zone. For example, this page lists all the ideas and comments you have posted to a zone as well as the ideas you have voted on. You can view your Recent Activity page by clicking your nickname located on the right side of the Ideas tab.
Recent Email Sending Summary Report
The Recent Email Sending Summary Report contains summary information about your email sends in the date range you specify. You can include or exclude single sends, which are a special send that can be submitted only through the API.
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.
Recipient
A person who receives a message. A recipient of a commercial message must be a subscriber (someone who's given you permission to send them commercial messages). A recipient of a transactional message can or cannot be a subscriber.
Record
A single instance of a Salesforce object. For example, “John Jones” might be the name of a contact record.
Record Detail Page
A record detail page, is a page that includes details about a Salesforce record such as an account or a contact. Examples of details include the record owner, contact information, and company information.
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.
Region Performance Over Time Report
The Region Performance Over Time Report shows how a single section of content performs over a period across multiple jobs.
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 Object
Objects chosen by an administrator to display in the Agent console'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.
Reply Mail Management
Reply mail management is a tool to automatically manage out-of-office replies, auto-replies, and unsubscribe requests that you receive in response to your email campaigns.
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. Reports are stored in folders, which control who has access. See Tabular Report, Summary Report, and Matrix Report.
Report Activity
A report activity defines the parameters for running a report once to be used every time the report is run using the activity. You can also run reports outside of activities.
Report builder is a visual editor for reports.
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.
Reputation Monitor
Reputation Monitor is a comprehensive email reputation management system that provides a complete analysis of how ISPs and other email receivers view your email program. Reputation Monitor offers the information you need to make intelligent decisions to improve your sending reputation and delivery rates.
Response Trend Analysis for an Email Send Report
The Response Trend Analysis Report tracks subscriber response to a send over a time you specify.
Revenue Forecasting
Forecasting based on projected revenue amounts.
Revenue Schedule
A revenue schedule outlines the dates, revenue amounts, and number of installments for billing or recognizing revenue from a product. Your organization can decide exactly how to use schedules. Available in Enterprise, Unlimited, Performance, and Developer Editions only.
Role
Assigned responsibility of a user, partner account, or contact for specific accounts and opportunities. Administrators can define user roles in Setup. Individual users can assign specific partner and contact roles for accounts and contacts.
S
Sales Price
The price of a product on an opportunity. This can be different than the product’s standard or list price.
Salesforce Connect
Salesforce Connect provides access to data that’s stored outside the Salesforce org, such as data in an enterprise resource planning (ERP) system and records in another org. Salesforce Connect represents the data in external objects and accesses the external data in real-time via Web service callouts to external data sources.
Salesforce Console
The Salesforce console is designed for users in fast-paced environments who need to find, update, and create records quickly. It improves upon the Agent Console in the Console tab by displaying records and related items as tabs on one screen.
Salesforce Console Integration Toolkit
An API that uses browsers as clients to display pages as tabs for the Salesforce Classic console; it provides developers with programmatic access to the console so that administrators can extend it to meet your business needs.
Salesforce CRM Call Center
A Salesforce feature that seamlessly integrates Salesforce with third-party computer-telephony integration (CTI) systems.
Salesforce CRM Content
An on-demand, content-management system that allows you to organize, share, search, and manage content within your organization and across key areas of the Salesforce application. Content can include all file types, from traditional business documents such as Microsoft PowerPoint presentations to audio files, video files, and Web pages.
Salesforce for Outlook
Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails, attachments, events, and tasks to multiple Salesforce contacts and view Salesforce records related to the contacts and leads in your emails and events—all directly in Outlook.
Salesforce for Outlook Configuration
Salesforce for Outlook configurations include settings for the data that Salesforce for Outlook users can sync between Microsoft® Outlook® and Salesforce. Administrators can create separate configurations for different types of users and give users permission to edit some of their own settings. For example, an opportunity team might want to sync everything, while a manager might want to sync only events.
Salesforce Office Toolkit
A plug-in makes it easy for developers to access the SOAP API directly from within Microsoft Office products, simplifying the creation of new integrations and Office-based solutions.
Search
Feature that lets you search for information that matches specified keywords. If you have a sidebar search, enter search terms in the Search section of the sidebar or click Advanced Search... for more search options. If you have a 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.
Send Classification
A send classification lets you define parameters for an email job in a central location and reuse those parameters for multiple email send definitions. For example, an administrator can create a send classification that can be used every time a catalog is sent out to ensure that the appropriate parameters are used every time.
Send Definition
A send definition is a generic term for an interaction to send an email, SMS message, or voice message. The interaction can be user-initiated or triggered. The SendDefinition object in the web service API relates to the User-Initiated Email Interaction in the user interface.
Send Preview
Send Preview is a rendering of an email as seen by the recipient. After the initial preview, you can proceed through the rest of the recipients on the list to see the preview for each.
Sender profile
A sender profile is a record where you specify the from information for a message send in a central location and reuse that from information across multiple sends without selecting the information each time.
Server-side Javascript
Marketing Cloud uses JavaScript code processed by Marketing Cloud servers. You can use Server-Side JavaScript with email messages, SMS messages, and landing pages. Instead of using the browser to render the JavaScript on the client-side computer, Marketing Cloud executes the JavaScript on the server when the message or landing page is built.
Service
A service is an offering of professional assistance. Services related to Salesforce and the Lightning Platform, such as enhanced customer support or assistance with configuration, can be listed on the AppExchange.
Service Cloud Portal
The Service Cloud portal is the Customer Portal intended for many thousands to millions of users. After you purchase Service Cloud portal licenses, you can assign them to Customer Portal-enabled contacts so that large numbers of users can log in to a Customer Portal without affecting its performance.
Setup
A menu where administrators can customize and define organization settings and Lightning Platform apps. Depending on your organization’s user interface settings, Setup may be a link in the user interface header or in the dropdown list under your name.
Sharing
Allowing other users to view or edit the information you own. There are different ways to share data:
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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.
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Role Hierarchy—defines different levels of users. 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.
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Sharing Rules—allow an administrator to specify that all information created by users within a given group or role is automatically shared with the members of another group or role.
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Manual Sharing—allows individual users to share records with other users or groups.
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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 access all information created by users within a given group or role.
Sidebar
Column appearing on the left side of each page that provides links to recent items and other resources.
Single Send
A single send is an email send to a single person from the API. This feature was used before the triggered sends functionality was introduced.
Sites
Salesforce 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.
Smart Capture
Smart Capture is a tool you can use to create lead capture forms to include in your landing pages. When a lead completes the form on the landing page and clicks the Submit button, the Smart Capture form automatically adds the information to the subscriber list, data extension, or outside data source such as an integrated CRM system.
SMS Blackout Window
You can include start and stop times for a blackout window in your triggered sends. These attributes prevent a triggered send from going out until the blackout period has passed.
SMS Message
SMS is a type of message delivered to a subscriber's cell phone or text-enabled PDA.
Social Accounts and Contacts
A feature that allows you to view your accounts’, contacts' and leads’ social network profiles and other social information directly in Salesforce, so you can get deeper insights into your existing and potential customers' needs and issues.
Social Forward
Social Forward creates content areas in an email message that email recipients can share to different social networks. Tags outline the information to be included in those content areas, and links to social networks in the email message allow the email recipient to click and share the information. You can determine which social networks are represented in the email in those links, and you can include multiple social networks depending on your recipients' needs.
Social Key
Social Key works with Social Accounts and Contacts and Data.com Clean to make it easier to follow your contacts and leads on social networks. From Social Accounts and Contacts, select the social networks you want. Automated Clean jobs provide the links. You can quickly view their profile on a social network site from a contact or lead's detail page.
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 customers' need 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 a reporting snapshot.
Spam Complaints Over Time Report
The Spam Complaints Over Time Report shows the number of spam complaints received from several ISPs. This report is divided into time intervals, with both the send and the complaint bucketed into the period during which the send occurred.
Stage Duration
In opportunity reports, the number of days the opportunity was in the stage listed in the Stage column.
Stage History
Related list on an opportunity detail page that lists changes in status and stage for the opportunity.
Standard Price
Price for a product that is included in the Standard Price Book.
Standard Price Book
Automatically generated price book containing all your products and their standard prices.
Status
An idea's status helps zone members track the progress of the idea. For example, “Under Review”, “Reviewed”, “Coming Soon”, and “Now Available” are common status values an administrator can define and assign to ideas. An idea's status appears next to the idea's title for all zone members to see.
Subscriber
A subscriber is a person who has opted to receive communications from your organization.
Subscriber Engagement Report
The Subscriber Engagement Report provides detail on which subscribers are most actively engaged with your email program. This report includes the number of emails that you have sent each subscriber over a specified period, and the number of emails the subscriber has opened or clicked.
Subscriber Filter
All subscribers in an Enterprise 2.0 account, regardless of which business unit imports them, are stored in the parent account. Access to the subscribers for child accounts is governed by a filter that the administrator defines for each business unit.
Subscriber Key
A subscriber key is a text field that contains a value that uniquely identifies a subscriber in your system.
Subscribers Most Recent Activity Report
The Subscriber Most Recent Activity Report shows the date and time of the last open or click for subscribers.
Subscribers Not Sent To Report
The Subscribers Not Sent To Report shows which subscribers on a list have not been sent a message from you in a certain time period. You specify the list and the time period as part of the report parameters.
Subscription Center
A subscription center is a web page where a subscriber can control the messages they receive from your organization. The lists you identify as public in the application are available for a subscriber to opt in to on the subscription center.
Summary Field
A summary field is a numerical report column with one of the following summaries applied: sum, average, largest value, smallest value. Users can define custom summary formulas to extend these options. In addition to showing summarized information, summary fields can be used to define charts and reporting snapshots.
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.
Survey
A survey is a method of collecting information from your subscribers.
T
Template
A template controls the header, background color, borders, and layout of an email. You can use the same template as the basis of multiple emails. It contains your brand and the layout of information.
Territory
For forecasting, a territory is a collection of accounts and users that generates a forecast.
Tracking
Tracking is an aggregated collection of data that allows you to view critical elements such as email opens, clicks, undeliverables, and other metrics online. You can also capture how many emails were forwarded and how many new subscribers each forward generated.
Transactional Message
Per CAN-SPAM legislation, a transactional message is an email with the intent to "facilitate, complete, or confirm a commercial transaction that the recipient has previously agreed to enter into with the sender." To be considered transactional by CAN-SPAM, the subject line must be transactional in nature and non-promotional. Also, the email body must present the transactional content before commercial content. For transactional messages, the application does not check for the presence of an unsubscribe link and sends the message even if the subscriber has an unsubscribed status. Transactional messages can be user-initiated or triggered. Transactional messages often go out through a triggered mechanism to complete an interaction with a recipient who initiates a conversation with a request.
Trigger (recipient response)
A message sent in response to a recipient's request. A triggered send goes to recipient in response to a recipient action. A recipient does not necessarily have to be a subscriber to any list in your account at the time the triggered send is sent. If given permission, you can collect contact information of contacts who receive your triggered sends to include in user-initiated sends later. Examples of this scenario include the following: A receipt after a transaction is completed on your website A message to acknowledge that the customer signed up to receive your newsletter A coupon sent in response to a request.
Triggered Email
A triggered email is an email message that your system sends to an individual (subscriber) in response to a subscriber action. For example, sending a confirmation message after a customer makes a purchase is a triggered email.
Triggered Sends Tracking Report
The Triggered Sends Tracking Report contains standard tracking information for a triggered send over a time period.
U
Unengaged Subscribers for a List Report
The Unengaged Subscribers for a List Report shows you which subscribers are unresponsive to your email sends. You define what list you want to view data for, thus defining which subscribers you view.
Unsubscribe
Unsubscribes are statuses in Marketing Cloud that signify a subscriber has either unsubscribed from your communication or you have unsubscribed them. When a subscriber clicks the unsubscribe link in an email, their status is set to Unsubscribed.
User
A user is a record in the application that grants access to a person who uses the application. As an account administrator, you ensure that all your users are configured appropriately, using the administrative area of the application.
User Permission
The following user permissions are available to be set when you create the user. If you are using an Enterprise 2.0 edition account, see Roles for instructions on setting user permissions.
User-Initiated (Permission Based)
A message sent to an opted-in subscriber. A user-initiated message send goes to subscribers that you identify at a time you specify. A subscriber who receives a user-initiated message must be a subscriber in your account at the time the message is sent. Examples include the following: A monthly newsletter A weekly list of offers A weather alert A low-account-balance alert
V
Validate
The validate functionality checks your email message for common issues that could prevent your email from being sent. You use validate before you include the email message content in an email message interaction or start the send wizard.
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.
Voice Message
Engage a mobile marketing partner to deliver the voice messages that you create and manage in the application. Contact your account manager for more information.
W
Web Analytics Connector
The web Analytics Connector is a collection of tools in Marketing Cloud that enable you to pass information to your web analytics tool through the links in your emails.
Web Collect
You can use Web Collect and HTML code incorporated into your web page to allow your web site visitors to subscribe to or unsubscribe from your email publications.
Web Direct Leads
Web direct leads is a specific lead source indicating that the lead was generated when a user, who has bookmarked your website or directly typed the URL of your website into a browser, filled out the Web-to-Lead form containing the Salesforce tracking code.
Web Referral Leads
Web referral lead is a specific lead source indicating that the lead was generated when a user navigated to your website using a referring link on another site and filled out the Web-to-Lead form containing the Salesforce tracking code. For example, if a user is browsing your partner's website and clicks a link to your website, then fills out your Web-to-Lead form, a web referral lead is generated. The lead source details include the referring URL for each web referral lead.
Web-to-Case
Functionality that lets you gather customer support issues and feedback on your company’s website and then generate cases using that data.
Web-to-Lead
Functionality that lets you gather registration or profile information on your company’s website and then generate leads using that data.
Webtrends Behavioral remarketing Integration
Marketing Cloud for Webtrends takes information captures via Webtrends regarding a user's online browsing and shopping habits and imports that information into Marketing Cloud. That information is stored in data extensions for use in email sends. You can use Marketing Cloud for Webtrends to retrieve information for lead generation or for ecommerce functions, such as abandoned carts or previous purchases.
Workflow Action
A workflow action, such as an email alert, field update, outbound message, or task, fires when a workflow rule conditions are met.
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 your workflow rule conditions or set time triggers that execute the workflow actions on a specific day.
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No Glossary items for this entry.
Y
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Z
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Source: Salesforce Help / Docs / Glossary
Source: Salesforce Help / Docs / Marketing Cloud Set up
