Salesforce Certified Platform App Builder: key terms

Flashcards for this exam Salesforce Certified Platform App Builder guide Class dates

• 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
• Asynchronous PathRecord-triggered flow path that runs after the transaction commits, used for callouts and long-running work.Advanced
• Autolaunched FlowFlow with no screens that runs when invoked by Apex, REST API, another flow, a process or a button.Intermediate
• Before-Save FlowRecord-triggered flow optimized for Fast Field Updates that changes the triggering record before it is saved.Intermediate
• Business ProcessSet of picklist values (such as Stage or Status) for Lead, Opportunity, Case or Solution, associated with record types.Intermediate
• Compact LayoutLayout defining the key fields shown in a record's highlights panel and in mobile record cards.Foundational
• 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 LabelTranslatable text value referenced in Apex, Visualforce, Lightning components and flows.Foundational
• Custom Metadata TypeCustomizable, deployable application metadata whose records can be packaged and moved with change sets.Intermediate
• 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
• Custom SettingCached custom data set that can be accessed efficiently by formulas, validation rules, flows and Apex.Intermediate
• Data LoaderClient application for bulk import, export, update, upsert, delete and hard delete of Salesforce records.Foundational
• Decision ElementFlow element that branches the path based on conditions evaluated in order.Foundational
• 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
• Dynamic ActionsFeature that lets admins configure which actions appear on a Lightning record page and under what conditions.Intermediate
• Dynamic FormsLightning feature that places individual fields and field sections directly on a Lightning page with their own visibility rules.Intermediate
• External IDCustom field flagged as containing a unique record identifier from an external system, indexed for searches and upserts.Foundational
• External Lookup RelationshipRelationship that links a child record to a parent external object using the external object's External ID.Advanced
• External ObjectObject whose records live in an external system and are accessed in real time through Salesforce Connect, with API name ending in __x.Advanced
• Fault PathConnector from a flow element that handles errors, such as logging or showing a message, instead of failing the flow.Intermediate
• 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
• 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 OrchestrationFeature that coordinates multi-user, multi-step processes by sequencing stages and steps composed of flows.Advanced
• Flow ResourceValue holder in a flow such as a variable, constant, formula, text template, choice or stage.Intermediate
• Formula FieldRead-only field whose value is calculated at runtime from an expression using fields, operators and functions.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
• Governor LimitsRuntime limits Salesforce enforces per transaction to ensure fair use of shared resources.Foundational
• Grant Access Using HierarchiesOWD option that determines whether the role hierarchy opens access to records; can be disabled only for custom objects.Intermediate
• Hierarchical RelationshipSpecial lookup relationship available only on the User object, linking a user to another user such as a manager.Intermediate
• Implicit SharingBuilt-in sharing between parent accounts and their child contacts, opportunities and cases that cannot be configured.Advanced
• Inbound Change SetA change set received in a target org that an admin validates and deploys.Foundational
• Indirect Lookup RelationshipRelationship linking an external object child to a standard or custom Salesforce parent object using a unique external ID field on the parent.Advanced
• Invocable MethodApex method annotated @InvocableMethod so it can be called from flows, Agentforce actions and the REST API.Intermediate
• Junction ObjectCustom object with two master-detail relationships used to model a many-to-many relationship.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 Record PageCustomizable record page built in Lightning App Builder using standard, custom and AppExchange components.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
• Managed PackageUpgradeable, namespace-protected package used by ISV partners to distribute apps, often on AppExchange.Intermediate
• 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
• Metadata-Driven ArchitecturePlatform approach where customizations are stored as metadata describing the app rather than as compiled code or physical schema.Intermediate
• Migrate to Flow ToolSetup tool that converts workflow rules and Process Builder processes into record-triggered flows.Intermediate
• Multitenant ArchitectureDesign in which many customers share the same infrastructure and code base while their data and customizations stay isolated.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
• Order of ExecutionDefined sequence Salesforce follows when a record is saved, including flows, triggers, validation, assignment and commit.Advanced
• 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
• Permission SetCollection of settings and permissions that extends users' access without changing their profile.Foundational
• 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
• 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
• 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
• 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
• 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
• Salesforce ConnectFeature that integrates external data in real time via external objects using OData 2.0/4.0, cross-org or custom adapters.Advanced
• Salesforce FlowSalesforce's primary declarative automation tool for building automated processes and guided screens.Foundational
• Salesforce OrgA single customer instance of Salesforce containing its own data, metadata, users and configuration.Foundational
• Salesforce Sharing ModelLayered Salesforce security model controlling access at org, object, field and record levels.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
• 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
• Unmanaged PackageA one-time bundle of components that becomes fully editable in the installing org and cannot be upgraded.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
• Workflow RuleLegacy automation tool that performed field updates, emails, tasks and outbound messages on record criteria; retired in favor of Flow.Foundational