Salesforce Sales Cloud Consultant key terms

Salesforce's approach of connecting sales, service, marketing, and commerce data on one platform so teams see a single, shared view of each customer.

Salesforce's core application for sales teams, providing accounts, contacts, leads, opportunities, forecasting, and reporting to manage the full sales cycle.

A configuration that lets one object support different business processes by assigning specific picklist values and page layouts to different groups of users.

The arrangement of fields, buttons, related lists, and sections that users see when viewing or editing a record; assigned by profile or record type.

A point-and-click tool for building Lightning pages and apps by dragging standard, custom, and third-party components onto a page layout.

A separate copy of a production org used for development, testing, and training without affecting live data; available in several types, such as Developer and Full.

A container of metadata components sent from one Salesforce org to another, typically from a sandbox to production, to deploy configuration changes.

An automated workflow that routes a record to designated approvers, with steps, entry criteria, and final approve or reject actions.

Salesforce's declarative automation tool for building screen flows, record-triggered flows, and scheduled flows that guide users or update data.

A Salesforce setup object that links a set of opportunity stages to one or more record types, defining the stages a sales team follows.

The collection of open opportunities a sales team is working, often viewed by stage and expected close date to gauge future revenue.

A record representing a company or organization that a business sells to; the parent record for contacts, opportunities, and related activity.

A record representing an individual person, usually associated with an account, storing names, phone numbers, emails, and role details.

The parent-child relationship between accounts that groups related companies, such as a corporate parent and its subsidiaries, for roll-up reporting and access.

A record type that combines account and contact fields into a single record, used in business-to-consumer models where the customer is an individual.

A record for an unqualified prospect, such as a web form submission or trade show contact, that has not yet been converted into an account, contact, and opportunity.

The process of turning a qualified lead into an account, contact, and optionally an opportunity, mapping lead fields to the new records.

A Salesforce feature that generates an HTML form so website visitors can submit their details directly into Salesforce as new lead records.

A record representing a potential sale to an account, tracked through stages with an amount, close date, and probability to forecast revenue.

A picklist field value that shows where an opportunity stands in the sales process, such as Prospecting, Proposal, or Closed Won.

A record for a marketing initiative, such as an email blast or trade show, that tracks which leads and contacts responded and the revenue generated.

A list of products with their selling prices; a standard price book holds list prices and custom price books support different markets or currencies.

A guidance component on opportunity, lead, and other records that shows the key fields and guidance for each stage of the process.

A visual list view that displays records as cards organized into columns by a picklist field, such as opportunity stage, so users can drag records between stages.

A feature that automatically syncs emails and calendar events between Salesforce and connected email systems, storing activity data without creating individual task records.

A template that defines which objects and fields are available when building a report, and how those objects are related.

A collection of dashboard components, such as charts and metrics, built from source reports to display key performance indicators at a glance.

A scheduled capture of report results stored as historical data, letting teams compare metrics across time periods such as week over week.

A forecasting tool that lets sales reps and managers predict revenue by period, using forecast categories, quotas, and forecast hierarchies.

A picklist on opportunities indicating how confident the rep is in the deal, such as Pipeline, Best Case, Commit, and Closed, used to roll up forecasts.

A setup structure that models the management reporting chain and grants users access to records owned by people below them in the hierarchy.

The baseline sharing settings for each object that determine whether records are private, public read-only, or public read/write for all users.

Automatic exceptions to organization-wide defaults that grant additional record access to users in specified roles or groups, or to public groups.

Settings on profiles and permission sets that control whether users can view or edit specific fields on records, independent of object-level permissions.

A client application for bulk importing, exporting, updating, and deleting Salesforce records using CSV files, with support for large data volumes.

A configuration that lets an external application integrate with Salesforce using APIs and standards such as OAuth, SAML, and single sign-on.

A lightweight, HTTP-based Salesforce interface for creating, reading, updating, and deleting records and metadata from external applications.

A Salesforce event message that applications publish and subscribe to, enabling real-time, asynchronous communication between Salesforce and external systems.