Salesforce Certified Platform Administrator: key terms

Flashcards for this exam Salesforce Certified Platform Administrator guide

• AccountStandard object representing a company or organization (or individual with person accounts) that you do business with.Foundational
• Account HierarchyStructure of parent and subsidiary accounts built with the Parent Account lookup field.Foundational
• Account TeamGroup of users who work together on an account, each with a team role and record access level.Intermediate
• After-Save FlowRecord-triggered flow (Actions and Related Records) that runs after the record is saved, with access to its ID.Intermediate
• AppExchangeSalesforce's marketplace for apps, components, Lightning Data and consulting partners.Foundational
• Approval ProcessAutomated process for approving records with defined steps, approvers and actions on submission, approval, rejection and recall.Foundational
• Assignment ElementFlow element that sets or changes values of variables, collections and record fields.Foundational
• Assignment RuleRule that automatically assigns leads or cases to users or queues based on criteria.Foundational
• Auto-Response RuleRule that sends automatic email responses to people who submit leads or cases, based on criteria.Foundational
• Autolaunched FlowFlow with no screens that runs when invoked by Apex, REST API, another flow, a process or a button.Intermediate
• Backup and RestoreSalesforce paid add-on (Own/Backup product family) for automated daily backups and point-in-time restore of data and metadata.Intermediate
• Before-Save FlowRecord-triggered flow optimized for Fast Field Updates that changes the triggering record before it is saved.Intermediate
• Bucket FieldReport-level field that categorizes values into named groups without creating a custom field.Foundational
• Bulk API 2.0REST-based asynchronous API for loading or querying large data sets with automatic batching.Intermediate
• Business ProcessSet of picklist values (such as Stage or Status) for Lead, Opportunity, Case or Solution, associated with record types.Intermediate
• CampaignStandard object for planning and tracking marketing initiatives such as events, emails and ads.Foundational
• Campaign InfluenceFeature attributing opportunity revenue to the campaigns that influenced it.Intermediate
• CaseStandard object tracking a customer question, issue or feedback through resolution.Foundational
• Classic EncryptionFree feature providing encrypted custom text fields (up to 175 characters) masked for users without View Encrypted Data.Intermediate
• Collaborative ForecastingSalesforce forecasting feature that rolls up opportunity amounts or quantities through the forecast hierarchy.Intermediate
• Compact LayoutLayout defining the key fields shown in a record's highlights panel and in mobile record cards.Foundational
• Connected AppFramework that lets external applications integrate with Salesforce using OAuth, SAML or OpenID Connect with access policies.Intermediate
• ContactStandard object for an individual associated with an account.Foundational
• Contacts to Multiple AccountsFeature allowing a contact to be related to more than one account through indirect account-contact relationships.Intermediate
• Criteria-Based Sharing RuleSharing rule that shares records based on field values rather than ownership.Intermediate
• Cross-Object FormulaFormula field that references fields on parent records through relationships, up to 10 levels away.Intermediate
• Custom FieldA field added to a standard or custom object, with an API name ending in __c.Foundational
• Custom ObjectObject created by an admin or developer to store data specific to an organization, with API name ending in __c.Foundational
• Custom Report TypeAdmin-defined report type that sets primary and related objects, relationship joins and available fields.Intermediate
• Customer 360Salesforce's vision and platform for a single, unified view of each customer across all clouds and data.Foundational
• Customer Relationship Management (CRM)Strategy and software for managing interactions with customers and prospects across sales, service and marketing.Foundational
• DashboardVisual display of key metrics using components sourced from reports.Foundational
• Data Export ServiceSetup feature to export all org data as CSV files weekly or monthly, manually or on a schedule.Foundational
• Data Import WizardBrowser-based import tool for up to 50,000 records of accounts, contacts, leads, solutions, campaign members and custom objects.Foundational
• Data LoaderClient application for bulk import, export, update, upsert, delete and hard delete of Salesforce records.Foundational
• Debug LogRecord of database operations, system processes and errors from a transaction, captured when a trace flag is set.Foundational
• Decision ElementFlow element that branches the path based on conditions evaluated in order.Foundational
• Delegated AdministrationFeature allowing designated non-admin users to manage users in specified roles and assign certain profiles and permission sets.Intermediate
• Dependent PicklistPicklist whose available values are filtered by the value chosen in a controlling picklist or checkbox field.Foundational
• Deployment ConnectionSetting that authorizes one org to send change sets to another related org.Intermediate
• Developer Pro SandboxMetadata-only sandbox with 1 GB data storage and a one-day refresh interval, for larger dev and test datasets.Foundational
• Developer SandboxSandbox type that copies production metadata only, with 200 MB data storage and a one-day refresh interval.Foundational
• Duplicate RuleRule that uses a matching rule to alert or block users when they create or edit a record that looks like a duplicate.Foundational
• Dynamic ActionsFeature that lets admins configure which actions appear on a Lightning record page and under what conditions.Intermediate
• Dynamic DashboardDashboard that displays data according to the logged-in viewer's access rather than a fixed running user.Intermediate
• Dynamic FormsLightning feature that places individual fields and field sections directly on a Lightning page with their own visibility rules.Intermediate
• Email-to-CaseFeature that converts inbound emails sent to support addresses into cases.Foundational
• Escalation RuleRule that escalates cases not closed within a specified time by reassigning or notifying.Intermediate
• Experience Cloud SiteBranded digital experience (portal, help center, partner site) built on Salesforce for customers, partners or employees.Foundational
• External IDCustom field flagged as containing a unique record identifier from an external system, indexed for searches and upserts.Foundational
• Fault PathConnector from a flow element that handles errors, such as logging or showing a message, instead of failing the flow.Intermediate
• Feature LicenseCheckbox-style license on the user record enabling specific features such as Marketing User or Knowledge User.Foundational
• Field History TrackingFeature recording old and new values of selected fields when they change, viewable in a history related list.Foundational
• Field-Level Security (FLS)Settings controlling whether a user can see or edit a particular field, enforced across UI, reports, search, list views and API.Foundational
• Fiscal YearOrg setting defining the financial year for reporting and forecasting, standard or custom.Foundational
• Flow BuilderVisual tool for designing, testing and debugging flows.Foundational
• Flow ElementBuilding block in a flow such as Get Records, Create Records, Update Records, Decision, Loop, Assignment and Action.Foundational
• Flow ResourceValue holder in a flow such as a variable, constant, formula, text template, choice or stage.Intermediate
• Forecast CategoryCategory such as Pipeline, Best Case, Commit, Closed or Omitted to which each opportunity stage maps.Foundational
• Formula FieldRead-only field whose value is calculated at runtime from an expression using fields, operators and functions.Foundational
• Freeze UserAction that immediately prevents a user from logging in while preserving their license and settings.Foundational
• Full SandboxSandbox replicating all production metadata and data, with a 29-day refresh interval, used for staging and performance testing.Foundational
• Get Records ElementFlow element that queries records matching filters and stores the first record or all records in a variable.Foundational
• Global ActionQuick action available anywhere in Salesforce, such as from the global actions menu, not tied to a specific object record.Foundational
• Global Value SetReusable, restricted list of picklist values shared across multiple picklist fields and objects.Intermediate
• Grant Access Using HierarchiesOWD option that determines whether the role hierarchy opens access to records; can be disabled only for custom objects.Intermediate
• Guest UserUnauthenticated public visitor to an Experience Cloud site or Salesforce Site, governed by the guest user profile.Intermediate
• Hierarchical RelationshipSpecial lookup relationship available only on the User object, linking a user to another user such as a manager.Intermediate
• Inbound Change SetA change set received in a target org that an admin validates and deploys.Foundational
• Integration UserDedicated API-only user with the Salesforce Integration license and minimal permissions used by system integrations.Intermediate
• Joined ReportReport format combining up to five blocks, each from its own report type, grouped by common fields.Intermediate
• Junction ObjectCustom object with two master-detail relationships used to model a many-to-many relationship.Intermediate
• Kanban ViewList view display that shows records as cards in columns grouped by a picklist, allowing drag-and-drop updates.Foundational
• LeadStandard object for a prospect or potential sale not yet qualified.Foundational
• Lead ConversionProcess that converts a qualified lead into an account, contact and optionally an opportunity.Foundational
• Lead-to-Cash (L2C)End-to-end revenue process from capturing a lead through closing a deal, fulfilling and collecting payment.Intermediate
• Lightning AppCollection of navigation items, branding and utility bar for a group of users, either standard navigation or console.Foundational
• Lightning App BuilderPoint-and-click tool for building Lightning pages (app, home and record pages) from components.Foundational
• Lightning ExperienceSalesforce's modern user interface, replacing Salesforce Classic, with componentized pages and productivity features.Foundational
• Lightning Record PageCustomizable record page built in Lightning App Builder using standard, custom and AppExchange components.Foundational
• List ViewFiltered, sortable table of records of one object that users can create and share.Foundational
• Login AsAdmin feature to log in as another user to troubleshoot their experience, subject to org settings.Foundational
• Login HistoryRecord of user login attempts for the past six months, including source IP, status and login type.Foundational
• Login HoursProfile setting defining the days and times users can log in.Foundational
• Login IP RangesProfile setting restricting login to specified IP addresses; logins outside the range are denied.Foundational
• Lookup RelationshipLoosely coupled relationship linking one record to another, where the child has its own owner and sharing.Foundational
• Loop ElementFlow element that iterates over a collection one item at a time.Foundational
• Manual SharingAd hoc record sharing by the owner, someone above them in the hierarchy, or an admin, using the Sharing button.Foundational
• Many-to-Many RelationshipData model where records of one object relate to many of another and vice versa, implemented in Salesforce with a junction object.Foundational
• Master-Detail RelationshipTightly coupled parent-child relationship where the detail record inherits ownership and sharing from the master and is deleted with it.Foundational
• Matching RuleCriteria defining how two records are compared, using exact or fuzzy matching, to identify duplicates.Foundational
• Migrate to Flow ToolSetup tool that converts workflow rules and Process Builder processes into record-triggered flows.Intermediate
• Multi-Factor Authentication (MFA)Salesforce requirement for users to verify identity with a second factor, such as Salesforce Authenticator or a security key, at login.Foundational
• Multiple CurrenciesOrg setting allowing records to use different ISO currencies with conversion to the corporate currency.Intermediate
• Multitenant ArchitectureDesign in which many customers share the same infrastructure and code base while their data and customizations stay isolated.Foundational
• My DomainOrg-specific subdomain for Salesforce URLs, required for Lightning components, SSO and enhanced domains.Foundational
• Object ManagerSetup area in Lightning Experience for managing standard and custom objects, fields, layouts and related configuration.Foundational
• Object PermissionsProfile or permission set settings granting Create, Read, Edit and Delete access to an object.Foundational
• Object-Specific ActionQuick action defined on an object that runs in the context of a specific record.Foundational
• OpportunityStandard object tracking a potential sale through stages to close.Foundational
• Opportunity ProductLine item record (OpportunityLineItem) linking a product and price to an opportunity with quantity and sales price.Intermediate
• Opportunity TeamSet of users collaborating on an opportunity with defined roles and access, which can be used for opportunity splits.Intermediate
• Organization-Wide Defaults (OWD)Baseline record-level access setting per object: Private, Public Read Only, Public Read/Write, or Controlled by Parent.Foundational
• Outbound Change SetContainer of metadata components sent from one org to a related org (such as sandbox to production) through Setup.Foundational
• Page LayoutConfiguration controlling the arrangement of fields, sections, related lists and buttons on a record detail and edit page.Foundational
• Partial Copy SandboxSandbox that copies all metadata plus a sample of production data defined by a sandbox template, with a five-day refresh interval.Foundational
• PathVisual component showing the stages of a picklist with key fields and guidance for success at each step.Foundational
• Permission SetCollection of settings and permissions that extends users' access without changing their profile.Foundational
• Permission Set GroupBundle of permission sets assigned as one unit to align with a job role.Intermediate
• Permission Set License (PSL)License that entitles users to features beyond their user license, granted via permission sets.Intermediate
• Person AccountAccount record type that represents an individual consumer by combining account and contact fields.Intermediate
• PicklistField type offering a predefined list of values, single-select or multi-select.Foundational
• Process BuilderRetired declarative automation tool for criteria-based record actions, replaced by Flow.Foundational
• Product and Price BookObjects representing items sold and lists of their prices; every product needs a standard price before custom price books.Foundational
• ProfileRequired user setting defining baseline permissions such as object access, field-level security, app access and login settings.Foundational
• Public GroupNamed collection of users, roles, roles and subordinates, or other groups used for sharing and other features.Foundational
• QueueHolding container that owns records awaiting work, from which members can take ownership.Foundational
• Quick ActionButton that lets users create or update records, log calls, send emails or launch flows and components from a record or globally.Foundational
• QuoteStandard object for presenting proposed prices of products to a customer, synced to an opportunity.Intermediate
• Record TypeConfiguration that offers different business processes, picklist values and page layouts to different users for the same object.Foundational
• Record-Triggered FlowFlow that runs when a record is created, updated or deleted.Foundational
• Recycle BinHolding area where deleted records remain for 15 days before permanent deletion, allowing restoration.Foundational
• Release UpdateBehavior change Salesforce delivers with an enforcement date that admins can test and enable before it is enforced.Intermediate
• ReportSaved query of records presented in rows and columns with filters, groupings, summaries and charts.Foundational
• Report FormatLayout of a Salesforce report: tabular, summary, matrix or joined.Foundational
• Report TypeTemplate defining which objects, relationships and fields are available when building a report.Foundational
• Reporting SnapshotFeature that stores report results on a schedule into a custom object for trend analysis.Intermediate
• Role HierarchyHierarchy of roles that grants users access to records owned by or shared with users below them.Foundational
• Roll-Up Summary FieldField on a master record that calculates COUNT, SUM, MIN or MAX from related detail records.Foundational
• Row-Level FormulaReport formula evaluated for each record row, limited to one per report.Intermediate
• Sales ProcessBusiness process defining which Opportunity stage values are available for a record type.Foundational
• Salesforce ClassicLegacy Salesforce user interface that predates Lightning Experience.Foundational
• Salesforce EditionA packaging tier of Salesforce (such as Professional, Enterprise or Unlimited) that determines available features and limits.Foundational
• Salesforce FlowSalesforce's primary declarative automation tool for building automated processes and guided screens.Foundational
• Salesforce Health CheckSetup tool that scores an org's security settings against a Salesforce or custom baseline and highlights risks.Intermediate
• Salesforce KnowledgeKnowledge base feature for creating, publishing and sharing articles with agents, customers and AI agents.Foundational
• Salesforce OrgA single customer instance of Salesforce containing its own data, metadata, users and configuration.Foundational
• Salesforce Record IDUnique identifier assigned to every record, in a case-sensitive 15-character or case-insensitive 18-character form.Foundational
• Salesforce Release CycleThree seasonal releases per year (Spring, Summer, Winter) delivered automatically to all orgs.Foundational
• Salesforce Sharing ModelLayered Salesforce security model controlling access at org, object, field and record levels.Foundational
• Salesforce TrustSalesforce's status site (trust.salesforce.com) reporting instance availability, performance, incidents and maintenance.Foundational
• SandboxA copy of a production org's metadata (and optionally data) used for development, testing or training without affecting production.Foundational
• Schedule-Triggered FlowFlow that runs at a specified time and frequency, optionally for each record in a batch matching criteria.Intermediate
• Scheduled PathPart of a record-triggered flow that runs at a time relative to a trigger time or a date field on the record.Intermediate
• Schema BuilderVisual drag-and-drop tool to view and create objects, fields and relationships in an org's data model.Foundational
• Screen FlowFlow with user-facing screens that guides users through data entry or processes.Foundational
• Service ConsoleLightning console app with workspace tabs and subtabs optimized for high-volume support work.Foundational
• Session SettingsOrg settings controlling session timeout, IP locking, clickjack protection and session security levels.Intermediate
• Setup Audit TrailLog of the last 180 days of configuration changes made in Setup, showing who changed what and when.Foundational
• Sharing RuleAutomatic exception to OWDs that grants read or read/write access to groups of users based on record owner or field criteria.Foundational
• Standard ObjectObject delivered by Salesforce out of the box, such as Account, Contact, Lead, Opportunity and Case.Foundational
• SubflowFlow element that calls another flow, passing input and output variables.Intermediate
• Summary FormulaReport formula that calculates values on summarized data at grouping levels.Intermediate
• Translation WorkbenchSetup feature for maintaining translations of metadata like labels, picklist values and custom labels in supported languages.Intermediate
• Trusted IP RangesOrg-level network access setting listing IP addresses from which users are not asked to verify identity.Foundational
• Unmanaged PackageA one-time bundle of components that becomes fully editable in the installing org and cannot be upgraded.Foundational
• UpsertOperation that updates a record if a matching key exists or inserts a new one otherwise.Foundational
• UserRecord representing a person who logs into Salesforce, with a username, license, profile and optional role.Foundational
• User LicenseLicense that determines the baseline features and objects a user can access, such as Salesforce or Salesforce Platform.Foundational
• Utility BarFooter bar in a Lightning app providing quick access to tools like notes, history, Omni-Channel or flows.Foundational
• Validation RuleRule containing a formula that returns true when data is invalid, blocking the save and showing an error message.Foundational
• View All and Modify AllObject-level permissions that let users see (or edit and delete) all records of an object regardless of sharing.Intermediate
• View All DataSystem permission allowing a user to view all records across all objects regardless of sharing.Intermediate
• Web-to-CaseFeature that generates an HTML form on a website to create cases, up to 5,000 per day.Foundational
• Web-to-LeadFeature that generates an HTML form capturing website visitor information as new leads.Foundational
• Workflow RuleLegacy automation tool that performed field updates, emails, tasks and outbound messages on record criteria; retired in favor of Flow.Foundational