SalesForceGlossaryAtoG Flashcards
1
Q
Activity (Calendar Events/Tasks)
A
Planned task or event, optionally related to another type of record such as an account, contact, lead, opportunity, or case.
2
Q
Activity History
A
The Activity History related list of a record displays all completed tasks
3
Q
Administrator (System Administrator)
A
One or more individuals in your organization who can configure and customize the application.
4
Q
Advanced Function
A
A formula function designed for use in custom buttons, links, and s controls.
5
Q
AJAX Toolkit
A
A JavaScript wrapper around the API that allows you to execute any API call
6
Q
Analytic Snapshot
A
An analytic snapshot lets you report on historical data.
7
Q
Analytic Snapshot Running User
A
The user whose security settings determine the source reports level of access to data.
8
Q
Analytic Snapshot Source Report
A
The custom report scheduled to run and load data as records into a custom object.
9
Q
Analytic Snapshot Target Object
A
The custom object that receives the results of the source report as records.
10
Q
Anonymous Block Apex
A
Apex code that does not get stored in Salesforce
11
Q
Anti-Join
A
An anti-join is a subquery on another object in a NOT IN clause in a SOQL query. You can use anti-joins to create advanced queries, such as getting all accounts that do not have any open opportunities. See also Semi-Join.
12
Q
Apex
A
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.
13
Q
Apex Controller
A
See Controller, Visualforce.
14
Q
Anonymous Block Apex
A
Apex code that does not get stored in Salesforce, but that can be compiled and executed through the use of the ExecuteAnonymousResult() API call, or the equivalent in the AJAX Toolkit.
15
Q
Anti-Join
A
An anti-join is a subquery on another object in a NOT IN clause in a SOQL query. You can use anti-joins to create advanced queries, such as getting all accounts that do not have any open opportunities. See also Semi-Join.
16
Q
Apex
A
Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the Force.com platform
17
Q
Apex-Managed Sharing
A
Enables developers to programmatically manipulate sharing to support their application? behavior. Apex-managed sharing is only available for custom objects.
18
Q
App
A
Short for application. A collection of components such as tabs, reports, dashboards, and Visualforce pages that address a specific business need.
19
Q
App Launcher
A
The App Launcher presents logos that link to your connected apps and standard apps, all from one tab in Salesforce.
20
Q
AppExchange
A
The AppExchange is a sharing interface from salesforce.com that allows you to browse and share apps and services for the Force.com platform.
21
Q
AppExchange Upgrades
A
Upgrading an app is the process of installing a newer version.
22
Q
Application Lifecycle Management (ALM)
A
The process of managing an application s lifecycle, from planning, to development, to integration, to support.
23
Q
Application Programming Interface (API)
A
The interface that a computer system, library, or application provides to allow other computer programs to request services from it and exchange data.
24
Q
Approval Process
A
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 meet certain administrator-defined criteria. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.
25
Asynchronous Calls
A call that does not return results immediately because the operation may take a long time. Calls in the Metadata API and Bulk API are asynchronous.
26
Auto Number
A custom field type that automatically adds a unique sequential number to each record. These fields are read only.
27
Batch Apex
The ability to perform long, complex operations on many records at a scheduled time using Apex.
28
Batch Bulk API
A batch is a CSV or XML representation of a set of records in the Bulk API. You process a set of records by creating a job that contains one or more batches. Each batch is processed independently by the server, not necessarily in the order it is received.
29
Beta Managed Package
In the context of managed packages, a beta managed package is an early version of a managed package distributed to a sampling of your intended audience to test it.
30
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.
31
Bulk API
The REST-based Bulk API is optimized for processing large sets of data. It allows you to query, insert, update, upsert, or delete a large number of records asynchronously by submitting a number of batches which are processed in the background by Salesforce. See also SOAP API.
32
Cascading Style Sheet (CSS)
Files that contain all of the information relevant to color, font, borders, and images that are displayed in a user interface.
33
Callout Apex
An Apex callout enables you to tightly integrate your Apex with an external service by making a call to an external Web service or sending a HTTP request from Apex code and then receiving the response.
34
Child Relationship
A relationship that has been defined on an sObject that references another sObject as the ?ne?side of a one-to-many relationship. For example, contacts, opportunities, and tasks have child relationships with accounts.
35
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.
36
Client App
An app that runs outside the Salesforce user interface and uses only the Force.com API or Bulk API. It typically runs on a desktop or mobile device. These apps treat the platform as a data source, using the development model of whatever tool and platform for which they are designed.
37
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.
38
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.
39
Code Coverage
A way to identify which lines of code are exercised by a set of unit tests, and which are not. This helps you identify sections of code that are completely untested and therefore at greatest risk of containing a bug or introducing a regression in the future.
40
Collapsible Section
Sections on detail pages that users can hide or show.
41
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.
42
Component Metadata
A component is an instance of a metadata type in the Metadata API. For example, CustomObject is a metadata type for custom objects, and the MyCustomObject__c component is an instance of a custom object. A component is described in an XML file and it can be deployed or retrieved using the Metadata API, or tools built on top of it, such as the Force.com IDE or the Force.com Migration Tool.
43
Component Visualforce
Something that can be added to a Visualforce page with a set of tags. Visualforce includes a number of standard components, or you can create your own custom components.
44
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.
45
Composite App
An app that combines native platform functionality with one or more external Web services, such as Yahoo! Maps. Composite apps allow for more flexibility and integration with other services, but may require running and managing external code. See also Client App and Native App.
46
Connect for Office
Product that allows you to integrate Salesforce with Microsoft Word and Excel.
47
Connect for Outlook
Force.com Connect for Microsoft Outlook is our legacy add-in for Microsoft Outlook 2007 and earlier. It lets you sync between Salesforce and Outlook. Connect for Outlook adds buttons and options to Outlook.
48
Connect Offline
Product that allows salespeople to use Salesforce to update their data remotely, anywhere, anytime?otally unplugged.
49
Connected App
A connected app integrates an application with Salesforce using APIs. Connected apps use standard SAML and OAuth protocols to authenticate, provide Single Sign-On, and provide tokens for use with Salesforce APIs. In addition to standard OAuth capabilities, connected apps allow administrators to set various security policies and have explicit control over who may use the corresponding applications.
50
Console Layout
Objects chosen by an administrator to display in the list view frame of the Agent console. For example, if an administrator adds cases to a console layout, then users whose profiles are assigned to that console layout can see list views of cases in the console s list view frame.
51
Console Tab
A tab containing the Agent console, which combines related records into one screen with different frames so that users can view and edit information all in one place.
52
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.
53
Controller Extension
A controller extension is an Apex class that extends the functionality of a standard or custom controller.
54
Controlling Field
Any standard or custom picklist or checkbox field whose values control the available values in one or more corresponding dependent fields.
55
Cookie
Client-specific data used by some Web applications to store user and session-specific information. Salesforce issues a session cookie only to record encrypted authentication information for the duration of a specific session.
56
CSV (Comma Separated Values)
A file format that enables the sharing and transportation of structured data. The import wizards, Data Loader and the Bulk API support CSV. Each line in a CSV file represents a record. A comma separates each field value in the record.
57
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.
58
Custom Field
A field that can be added in addition to the standard fields to customize Salesforce for your organization s needs.
59
Custom Help
Custom text administrators create to provide users with on-screen information specific to a standard field, custom field, or custom object.
60
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.
61
Custom Object
Custom records that allow you to store information unique to your organization.
62
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 API.
See also Hierarchy Custom Settings and List Custom Settings.
63
Custom S-Control
S-controls have been superseded by Visualforce pages. After March 2010 organizations that have never created s-controls, as well as new organizations, won t be allowed to create them. Existing s-controls will remain unaffected, and can still be edited.
64
Custom View
A display feature that lets you see a specific set of records for a particular object.
65
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.
66
Dashboard Builder
Dashboard builder is a drag-and-drop interface for creating and modifying dashboards.
67
Database
An organized collection of information. The underlying architecture of the Force.com platform includes a database where your data is stored.
68
Database Table
A list of information, presented with rows and columns, about the person, thing, or concept you want to track. See also Object.
69
DatabaseDOTcom
Database.com is an enterprise cloud database from salesforce.com.
70
Data Loader
A Force.com platform tool used to import and export data from your Salesforce organization.
71
Data Manipulation Language (DML)
An Apex method or operation that inserts, updates, or deletes records from the Force.com platform database.
72
Data State
The structure of data in an object at a particular point in time.
73
Date Literal
A keyword in a SOQL or SOSL query that represents a relative range of time such as last month or next year.
74
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. ?.45 is rounded to ?.5.
75
Delegated Administration
A security model in which a group of non-administrator users perform administrative tasks.
76
Delegated Authentication
A security process where an external authority is used to authenticate Force.com platform users.
77
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).
78
Dependent Field
Any custom picklist or multi-select picklist field that displays available values based on the value selected in its corresponding controlling field.
79
Deploy
To move functionality from an inactive state to active. For example, when developing new features in the Salesforce user interface, you must select the ?eployed?option to make the functionality visible to other users.
80
Deploy application
The process by which an application or other functionality is moved from development to production.
81
Deploy
To move metadata components from a local file system to a Salesforce organization. For installed apps, deployment makes any custom objects in the app available to users in your organization. Before a custom object is deployed, it is only available to administrators and any users with the ?ustomize Application?permission.
82
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.
83
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.salesforce.com.
84
Developer Force
The Developer Force website at developer.salesforce.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.
85
Developer Sandbox
Developer sandboxes are special configuration sandboxes that are intended for coding and testing by a single developer. Multiple users can log in to a single Developer sandbox. The primary purpose of a Developer sandbox is to provide an environment in which changes under active development can be isolated until they?e ready to be shared. Just like Developer Pro sandboxes, Developer sandboxes copy all application and configuration information to the sandbox. Developer sandboxes are limited to 200 MB of test or sample data, which is enough for many development and testing tasks. You can refresh a Developer sandbox once per day.
86
Developer Pro Sandbox
Developer Pro sandboxes copy all of your production organization s reports, dashboards, price books, products, apps, and customizations under Setup, but exclude all of your organization s standard and custom object records, documents, and attachments. Creating a Developer Pro sandbox can decrease the time it takes to create or refresh a sandbox from several hours to just a few minutes, but a Developer Pro sandbox can include only up to 1 GB of data. You can refresh a Developer Pro sandbox once per day. See also Sandbox Organization.
87
Development as a Service (DaaS)
An application development model where all development is on the Web. This means that source code, compilation, and development environments are not on local machines, but are Web-based services.
88
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.
89
Document Library
A place to store documents without attaching them to accounts, contacts, opportunities, or other records.
90
Dynamic Dashboard
A dynamic dashboard runs using the security settings of the user viewing the dashboard. Each user sees the dashboard according to his or her own access level. This approach helps administrators share one common set of dashboard components to users with different levels of access.
91
Dynamic Visualforce Binding
A way of writing generic Visualforce pages that display information about records without necessarily knowing which fields to show. In other words, fields on the page are determined at runtime, rather than compile time.
92
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.
93
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.
94
Enterprise Application
An application that is designed to support functionality for an organization as a whole, rather than solving a specific problem.
95
Enterprise Edition
A Salesforce edition designed for larger, more complex businesses.
96
Enterprise WSDL
A strongly-typed WSDL for customers who want to build an integration with their Salesforce organization only, or for partners who are using tools like Tibco or webMethods to build integrations that require strong typecasting. The downside of the Enterprise WSDL is that it only works with the schema of a single Salesforce organization because it is bound to all of the unique objects and fields that exist in that organization s data model.
97
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.
98
Enumeration Field
An enumeration is the WSDL equivalent of a picklist field. The valid values of the field are restricted to a strict set of possible values, all having the same data type.
99
Event
An event is an activity that has a scheduled time. For example, a meeting, or a scheduled phone call.
100
Facet
A child of another Visualforce component that allows you to override an area of the rendered parent with the contents of the facet.
101
Field
A part of an object that holds a specific piece of information, such as a text or currency value.
102
Field-Level Security
Settings that determine whether fields are hidden, visible, read only, or editable for users. Available in Enterprise, Unlimited, Performance, and Developer Editions only.
103
Field Dependency
A filter that allows you to change the contents of a picklist based on the value of another field.
104
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.
105
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.
106
Filter Condition/Criteria
Condition on particular fields that qualifies items to be included in a list view or report, such as ?tate equals California.?
107
Flex Toolkit for Force.com
An Adobe Flex library that allows you to access Salesforce data from within a Flex 2 application.
108
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.
109
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.
110
Force.com App Menu
A menu that enables users to switch between customizable applications (or ?pps? with a single click. The Force.com app menu displays at the top of every page in the user interface.
111
Force.com Builder
The App Setup area of the Salesforce setup menu.
112
Force.com Enterprise App
A custom app with up to eight (8) custom objects and eight (8) custom tabs, read-write access to accounts and contacts, and access to Sharing, Bulk API, or Streaming API.
113
Force.com IDE
An Eclipse plug-in that allows developers to manage, author, debug and deploy Force.com applications in the Eclipse development environment.
114
Force.com Light App
A custom app with up to eight (8) custom objects and eight (8) custom tabs, read-only access to accounts and contacts, and no access to Sharing, Bulk API, or Streaming API.
115
Force.com Migration Tool
A toolkit that allows you to write an Apache Ant build script for migrating Force.com components between a local file system and a Salesforce organization.
116
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.
117
Formula Field
A type of custom field. Formula fields automatically calculate their values based on the values of merge fields, expressions, or other values.
118
Full Sandbox
Full sandboxes copy your entire production organization and all its data, including standard and custom object records, documents, and attachments. You can refresh a Full sandbox every 29 days. See also Sandbox Organization.
119
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.
120
Get Request
A get request is made when a user initially requests a Visualforce page, either by entering a URL or clicking a link or button.
121
Getter Methods
Methods that enable developers to display database and other computed values in page markup.
Methods that return values. See also Setter Methods.
122
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.
123
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. Governor Limits
Apex execution limits that prevent developers who write inefficient code from monopolizing the resources of other Salesforce users.
124
Gregorian Year
A calendar based on a 12-month structure used throughout much of the world.
125
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.
126
Group Edition
A product designed for small businesses and workgroups with a limited number of users.
