- Organization-Wide Defaults (OWD)
- The baseline, most restrictive level of record access for each object in an org, which can then be opened up through role hierarchy, sharing rules, or manual sharing.
- Profile
- A required setting assigned to each user that controls baseline object, field, and system-level permissions such as what a user can create, read, edit, or delete.
- Permission Set
- A collection of settings and permissions that grants additional access to users on top of their profile without changing the profile itself.
- Role Hierarchy
- A structure that controls the level of visibility users have into organizational data, generally granting managers access to the records owned by or shared with their subordinates.
- Sharing Rules
- Automated exceptions to organization-wide defaults that extend record access to specific users or groups based on record ownership or criteria.
- Flow Builder
- Salesforce's declarative automation tool used to build screen flows, record-triggered flows, and scheduled flows without writing code.
- Validation Rule
- A formula-based rule that verifies data meets specified criteria before a record is saved, displaying an error message if it doesn't.
- Object Manager
- The Setup area used to create and configure standard and custom objects, fields, relationships, and page layouts.
- Lightning App Builder
- A point-and-click tool for building custom pages and apps using the Lightning Component framework, including record pages, home pages, and app pages.
- Custom Object
- A database table created by an admin or developer to store information specific to an organization that isn't covered by standard Salesforce objects.
- Lookup Relationship
- A loosely coupled relationship between two objects that links records without affecting deletion behavior or record-level security inheritance.
- Master-Detail Relationship
- A tightly coupled relationship where the detail record's security and existence depend on the master record, including cascading deletion.
- Report Type
- A template determining which objects, fields, and related records are available for use when creating a report.
- Dashboard
- A visual, at-a-glance representation of data sourced from one or more reports, displayed using charts, gauges, tables, or metrics.
- Queue
- A holding area where records like leads or cases can be routed for a group of users to share ownership and pull work from.
- Assignment Rule
- Criteria-based automation that routes new leads or cases to the appropriate owner or queue.
- AppExchange
- Salesforce's marketplace for pre-built apps, components, and consulting solutions that extend platform functionality.
- Sandbox
- A separate, isolated copy of a Salesforce org used for development, testing, or training that does not affect production data.
- Change Set
- A tool for migrating configuration metadata, such as objects, fields, or flows, between connected Salesforce orgs like sandbox to production.
- Trailhead
- Salesforce's free, gamified online learning platform used to build skills through interactive modules and hands-on challenges called Trailmixes.
- Agentforce
- Salesforce's suite of AI agent capabilities for building and deploying autonomous and assistive AI agents within the platform, and one of the exam's content domains.
- Object-Level Security
- Permissions, typically set via profiles or permission sets, that control whether a user can create, read, edit, or delete records of a given object type.
- Field-Level Security
- Settings that control whether a specific field is visible, editable, or hidden for a user, regardless of their object or record access.
- Page Layout
- A configuration that controls which fields, related lists, and buttons appear on a record detail or edit page for a given object.