A |B |C |D |E |F |G |H |I |J |K |L |M |N |O |P |Q |R |S |T |U |V |W |X |Y |Z
A
-
Account
- An account is an organization, company, or consumer
that you want to track—for example, a customer, partner, or
competitor.
-
Activity (Calendar Events/Tasks)
- Planned task or event, optionally related to another type of record such as an
account, contact, lead, opportunity, or case.
-
Administrator (System Administrator)
- One or more individuals in your organization who can configure and customize the
application. Users assigned to the System Administrator profile have administrator
privileges.
- Apex
- Apex is a
strongly typed, object-oriented programming language that allows developers to execute
flow and transaction control statements on the Force.com platform server in
conjunction with calls to the Force.com API. Using
syntax that looks like Java and acts like database stored procedures, Apex enables developers to add
business logic to most system events, including button clicks, related record updates,
and Visualforce pages. Apex code can be initiated by Web
service requests and from triggers on objects.
-
Apex Controller
- See Controller, Visualforce.
-
Apex Page
- See Visualforce Page.
-
API Version
- See Version.
- App
- Short for “application.” A collection of components
such as tabs, reports, dashboards, and Visualforce pages that address a specific
business need. Salesforce provides
standard apps such as Sales and Call Center. You can customize the standard apps to
match the way you work. In addition, you can package an app and upload it to the AppExchange along with related
components such as custom fields, custom tabs, and custom objects. Then, you can make
the app available to other Salesforce
users from the AppExchange.
B
-
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.
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.
-
Case
- Detailed description of a customer’s feedback, problem, or question. Used to
track and solve your customers’ issues.
-
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.
-
Collapsible Section
- Sections on detail pages that users can hide or show.
-
Contact
- Contacts are the individuals associated with your
accounts.
-
Contract
- A contract is an agreement defining the terms of
business between parties.
- Controller, Visualforce
- An Apex class that provides a
Visualforce page with the data and
business logic it needs to run. Visualforce
pages can use the standard controllers that come by default with every standard or
custom object, or they can use custom controllers.
- Controller Extension
- A controller extension is an Apex class that extends the functionality of a standard or custom controller.
- Component, Visualforce
- Something that can be added to a Visualforce page with a set of tags, for example, <apex:detail>. Visualforce
includes a number of standard components, or you can create your own custom
components.
- Component Reference, Visualforce
- A description of the standard and custom Visualforce components that are available in
your organization. You can access the component library from the development footer of
any Visualforce page or the Visualforce Developer's
Guide.
-
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.
- Custom Controller
- A custom controller is an Apex
class that implements all of the logic for a page without leveraging a standard
controller. Use custom controllers when you want your Visualforce page to run entirely in system
mode, which does not enforce the permissions and field-level security of the current
user.
-
Custom Field
- A field that can be added in addition to the standard fields to customize Salesforce for your organization’s
needs.
-
Custom Help
- Custom text administrators create to provide users with on-screen information specific
to a standard field, custom field, or custom object.
-
Custom Links
- Custom links are URLs defined
by administrators to integrate your Salesforce data with external websites and
back-office systems. Formerly known as Web links.
-
Custom Object
- Custom records that allow you to store information unique to your organization.
-
Custom S-Control
-
Custom Web content for use in custom links. Custom s-controls can
contain any type of content that you can display in a browser, for example a Java
applet, an Active-X control, an Excel file, or a custom HTML Web form.
-
Custom App
- See App.
D
-
Data State
- The structure of data in an object at a particular point in time.
-
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.
- 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.
-
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.
-
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.
E
-
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.
-
Event
- An event is an activity that has a scheduled time. For example, a meeting, or a
scheduled phone call.
F
- Facet
- A child of another Visualforce component
that allows you to override an area of the rendered parent with the contents of the
facet.
-
Field-Level Help
- Custom help text that you can provide for any standard
or custom field. It displays when users hover a mouse over the help icon adjacent to
that field.
-
Force.com App Menu
- A menu that enables users to switch between customizable applications (or
“apps”) with a single click. The Force.com app menu displays at the top of
every page in the user interface.
-
Formula Field
- A type of custom field. Formula fields automatically calculate their values based on
the values of merge fields, expressions, or other values.
-
Function
- Built-in formulas that you can customize with input parameters. For example, the DATE
function creates a date field type from a given year, month, and day.
G
- 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.
- Getter Methods
- Methods that enable developers to display database and other computed values in page
markup.
- Methods that return values. See also Setter Methods.
H
No Glossary items for this entry.
I
No Glossary items for this entry.
J
-
Junction Object
-
A custom object with two master-detail relationships. Using
a custom junction object, you can model a “many-to-many” relationship
between two objects.
For example, you may have a custom object called
“Bug” that relates to the standard case object such that a bug could be
related to multiple cases and a case could also be related to multiple bugs.
K
No Glossary items for this entry.
L
-
Lead
- A lead is a sales prospect who has expressed interest in
your product or company.
-
Length
- Parameter for custom text fields that specifies the maximum number of characters (up
to 255) that a user can enter in the field.
- Parameter for number, currency, and percent fields that specifies the number of digits
you can enter to the left of the decimal point, for example, 123.98 for an entry of
3.
M
-
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.
-
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.
- Mobile Configuration
- A set of parameters that determines the data Salesforce transmits to users' mobile devices,
and which users receive that data on their mobile devices. Organizations can create
multiple mobile configurations to simultaneously suit the needs of different types of
mobile users.
N
-
Notes
- Miscellaneous information pertaining to a specific record.
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 allow you to store information regarding customer inquiries. For each object,
your organization will have multiple records that store the information about specific
instances of that type of data. For example, you might have a case record to store the
information about Joe Smith's training inquiry and another case record to store the
information about Mary Johnson's configuration issue.
-
Object-Level Help
- Custom help text that you can provide for any custom object. It displays on custom
object record home (overview), detail, and edit pages, as well as list views and related
lists.
-
Opportunities
- Opportunities track your sales and pending
deals.
-
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.
-
Outbound Message
- An outbound message is a workflow,
approval, or milestone action that sends the information you specify to an endpoint
you designate, such as an external service. Outbound
messaging is configured in the Salesforce
setup menu. Then you must configure the external endpoint. You can create a listener for
the messages using the SOAP API.
-
Owner
- Individual user to which a record (for example, a contact or case) is
assigned.
P
- Package Version
- A package version is a number that identifies the set of
components uploaded in a package. The version number has the format
majorNumber.minorNumber.patchNumber (for example, 2.1.3). The
major and minor numbers increase to a chosen value during every major release. The
patchNumber is generated and updated only for a patch
release.
-
Unmanaged packages are not upgradeable, so each package
version is simply a set of components for distribution. A package version has more
significance for managed packages. Packages can exhibit different behavior for
different versions.
Publishers can use package versions to evolve the
components in their managed packages gracefully by releasing subsequent package
versions without breaking existing customer integrations using the package.
See also Patch and Patch Development Organization.
-
Page Layout
- Page layout is the organization
of fields, custom links, and related lists on a record detail or edit page. Use
page layouts primarily for organizing pages for your users. In Enterprise, Unlimited,
Performance, and Developer Editions,
use field-level security to restrict users’ access to specific
fields.
- Partial Page
- An AJAX behavior where only a specific portion of a page is updated following some
user action, rather than a reload of the entire page.
- Postback Request
- A postback request is made when user interaction requires a Visualforce page update, such as when a user
clicks on a Save button and triggers a save action.
-
Primary Contact
- Field in company information that lists the primary contact for your
organization.
- 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.
-
Product
- A product is any item or service your
organization sells. Products are defined in a price book, and can be added to
opportunities. Available in Professional, Enterprise, Unlimited, Performance, and Developer Editions
only.
- Prototype object
- This is a single sObject contained within the Visualforce StandardSetController class. If
the prototype object's fields are set, those values are used during the save action,
meaning that the values are applied to every record in the set controller's
collection.
Q
No Glossary items for this entry.
R
-
Read Only
- One of the standard profiles to which a user can be assigned. Read Only users can view
and report on information based on their role in the organization. (That is, if the Read
Only user is the CEO, they can view all data in the system. If the Read Only user has
the role of Western Rep, they can view all data for their role and any role below them
in the hierarchy.)
-
Record
- A single instance of a Salesforce
object. For example, “John Jones” might be the name of a
contact record.
-
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.
-
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.
-
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.
S
-
S-Control
-
Custom Web content for use in custom
links. Custom s-controls can contain any type of content
that you can display in a browser, for example a Java applet, an Active-X control,
an Excel file, or a custom HTML Web form.
-
Salesforce
API Version
- See Version.
-
Sites
- Force.com
Sites enables you to create public
websites and applications that are directly integrated with your Salesforce organization—without
requiring users to log in with a username and password.
- Skeleton Template
- A type of Visualforce template that uses
the <apex:composition> tag. Skeleton
templates define a standard structure that requires implementation from subsequent
pages.
-
Solution
- A solution is a detailed description of the
resolution to a customer issue.
T
-
Text
- Data type of a custom field that allows entry of any combination of letters, numbers,
or symbols, up to a maximum length of 255 characters.
-
Text Area
- A custom field data type that allows entry of up to 255 characters on separate
lines.
-
Text Area (Long)
- See Long Text Area.
U
- User Interface
- The layouts that specify how a data model should be displayed.
V
- Version
- A number value that indicates the release of an item. Items that can have a version
include API objects, fields and calls;
Apex classes and triggers; and Visualforce pages and
components.
- View
- The user interface in the Model-View-Controller model, defined by Visualforce.
- View State
- Where the information necessary to maintain the state of the database between requests
is saved.
-
Visualforce
- A simple, tag-based markup language that allows developers to easily define custom
pages and components for apps built on the platform. Each tag corresponds to a coarse or
fine-grained component, such as a section of a page, a related list, or a field. The
components can either be controlled by the same logic that is used in standard Salesforce pages, or developers can associate
their own logic with a controller written in Apex.
-
Visualforce Lifecycle
- The stages of execution of a Visualforce
page, including how the page is created and destroyed during the course of a user
session.
- Visualforce Page
- A web page created using Visualforce.
Typically, Visualforce pages present
information relevant to your organization, but they can also modify or capture data.
They can be rendered in several ways, such as a PDF document or an email attachment, and
can be associated with a CSS style.
W
No Glossary items for this entry.
X
No Glossary items for this entry.
Y
No Glossary items for this entry.
Z
No Glossary items for this entry.