SMB flashcards
SMB · Build recall with a focused review session.
32 cards. Read the term and the definition here. The deck at the top of this page is optional.
- Lead Conversion
- The process of turning a qualified Lead into an Account, Contact, and optionally an Opportunity; the original Lead becomes read-only and marked Converted.
- Organization-Wide Defaults
- The baseline sharing settings for each object (Private, Public Read Only, Public Read/Write, Controlled by Parent) that determine record access before sharing rules are applied.
- Permission Set
- A collection of settings and permissions that grants additional access to users without changing their profile, often used to extend access for specific job functions.
- Sandbox
- A separate copy of a production org used for development, testing, and training; types include Developer, Developer Pro, Partial Copy, and Full Copy.
- Data Import Wizard
- A browser-based tool for importing up to 50,000 records for standard objects; supports insert, update, and upsert operations with simple field mapping.
- Opportunity Stage
- A picklist value representing a step in the sales process; each stage can have an associated probability used for forecasting and pipeline analysis.
- Sales Path
- A guided selling tool that displays key fields and guidance at each stage of an opportunity or lead, helping users follow a consistent sales process.
- Forecast Category
- A classification (Pipeline, Best Case, Commit, Closed, Omitted) that determines how an opportunity contributes to the forecast; categories roll up through the role hierarchy.
- Web-to-Lead
- A feature that captures website form submissions as Lead records in Salesforce; it generates HTML code to embed on a website and requires enabling in setup.
- Opportunity Product
- A line item (OpportunityLineItem) that links a product from a price book to an opportunity; quantities and prices roll up to the opportunity Amount.
- Entitlement
- A record that defines the level of service a customer is entitled to, such as support hours or response times; entitlements drive milestone tracking on cases.
- Milestone
- A time-based action within an entitlement that tracks service-level agreement (SLA) compliance, such as first response or resolution time, and can trigger escalations.
- Omni-Channel
- A routing feature that pushes work items (cases, chats, leads) to agents based on capacity, skills, and routing configuration to balance workload.
- Case Assignment Rule
- A rule that automatically assigns new cases to users or queues based on criteria such as case origin, priority, or product, using rule entries evaluated in order.
- Knowledge Article
- A document in Salesforce Knowledge that stores information for internal or external use; articles can be attached to cases and surfaced in the service console.
- Email-to-Case
- A feature that converts inbound emails into case records; it can be configured with routing addresses and automatically associates the sender with a contact.
- Account Engagement
- Salesforce's B2B marketing automation product (formerly Pardot) that uses a 1:1 prospect model and provides email marketing, lead scoring, and nurture journeys.
- Engagement Studio
- A visual journey builder in Account Engagement that automates multi-step nurture campaigns using triggers, actions, and rules to engage prospects over time.
- Lead Scoring
- A model that assigns numeric values to prospects based on profile fit (demographics) and engagement (activities) to prioritize sales follow-up.
- Campaign Influence
- A feature that attributes opportunity revenue to marketing campaigns based on campaign member responses, helping measure marketing return on investment.
- Commerce Catalog
- A structured collection of products and categories used in Commerce Cloud storefronts; catalogs define what buyers can browse and purchase.
- Summary Report
- A report format that groups rows by up to three fields and displays subtotals and grand totals; it supports charts and is the basis for dashboard components.
- Custom Report Type
- A report type that defines which objects and fields are available for reporting, allowing joins between objects through lookup or master-detail relationships.
- SOQL
- Salesforce Object Query Language, used to query records with SELECT statements; it supports filtering, sorting, and relationship queries but not full-text search.
- Validation Rule
- A rule that prevents a record from being saved if specified criteria are met; it improves data quality by enforcing business logic at the field level.
- Roll-Up Summary Field
- A field on a master record that calculates the sum, minimum, maximum, or count of related detail records; it requires a master-detail relationship.
- Dashboard Component
- A visual element on a dashboard (chart, table, metric, gauge) that sources data from a single report and refreshes on a set schedule.
- Record-Triggered Flow
- An automation that runs when a record is created, updated, or deleted; it can run before save for fast field updates or after save for actions.
- Approval Process
- An automated workflow that routes a record to approvers for sign-off; it includes steps, approval actions, rejection actions, and final approval actions.
- Apex Trigger
- A piece of Apex code that executes before or after insert, update, delete, or undelete events on a specific object to enforce complex business logic.
- Lightning Web Component
- A modern UI framework based on standard web components and JavaScript that builds custom user interfaces on the Salesforce platform.
- Agentforce
- Salesforce's AI agent platform that uses topics, actions, and a reasoning engine to autonomously handle tasks; it can be grounded with Flows, Apex, and Knowledge.