Salesforce & AI glossary

AgentforceAI

Salesforce's AI agents can plan and act on tasks. They use the Atlas Reasoning Engine. Einstein Copilot was renamed Agentforce. See Agentforce.

ApexPlatform

A Java-like language for code that runs on Salesforce's servers. Developers use it for triggers, services and batch jobs. See Apex development.

API-led integrationIntegration

An integration approach using reusable APIs rather than only direct system-to-system links. It groups APIs into system, process and experience layers.

Atlas Reasoning EngineAI

Agentforce's reasoning layer. It breaks a request into smaller tasks, retrieves data through RAG and runs actions.

Commerce CloudCloud

Tools for online stores selling to consumers (B2C) or businesses (B2B), including catalogs and order management.

CopadoDelivery

A Salesforce-native DevOps platform for version control, release pipelines and governed deployments.

CPQRevenue

Configure, price, quote: software that uses product, pricing and discount rules to create quotes. CPQ is a capability; Salesforce CPQ is also a specific legacy product.

Data Cloud (Data 360)Data

Salesforce's platform for unifying customer data into single profiles, building segments, and grounding AI. See Data Cloud.

Data migrationData

Moving records from old systems into Salesforce. The work includes matching fields, cleaning data, removing duplicates and checking the result. See data migration.

EinsteinAI

Salesforce's predictive and embedded generative AI: lead scoring, case classification, and reply drafting that assist people. See Einstein vs Agentforce.

Experience CloudCloud

Salesforce's tool for building customer portals, partner communities, and self-service sites on your data.

FieldData

A place for one type of detail on a record, such as a contact's name. In a table, fields are columns.

Field ServiceCloud

Salesforce's tool for scheduling, dispatch, and mobile field operations, extending Service Cloud to on-site work.

Financial Services CloudCloud

An industry data model and workflows for banking, wealth, and insurance.

Flex CreditsAI

Units used to charge for Agentforce actions. Conversation pricing is a separate model, not another name for Flex Credits. See Salesforce's pricing definitions and the Agentforce cost guide.

FlowPlatform

Salesforce's visual automation tool. A flow can run when a record changes, guide someone through screens or run on a schedule.

Governor limitsPlatform

Limits on work in a transaction because customers share Salesforce's computing resources. Code must respect those limits when processing many records.

Lightning Web Components (LWC)Platform

Salesforce's modern, standards-based framework for building custom user interfaces and reusable components.

Marketing CloudCloud

Salesforce's marketing platform: journeys, email, and cross-channel automation (Growth, Engagement, and Account Engagement editions).

MuleSoftIntegration

Salesforce's API-led integration platform (Anypoint) for connecting Salesforce to other enterprise systems. See MuleSoft.

ObjectData

A structure that holds records of the same kind, such as accounts or contacts. Think of it as a database table.

OrgPlatform

Short for organization: a Salesforce environment with its own data, settings and customizations.

Permission setSecurity

A set of permissions assigned to a user in addition to their profile. It grants access; use only the permissions the person needs.

RAGAI

Retrieval-augmented generation. It fetches relevant data and adds it to an AI request before the model answers. This can use Data Cloud and reduces reliance on the model's training alone.

RecordData

One saved item in an object, such as a single contact. A record holds field values, like one row in a table.

Revenue Cloud / Revenue ManagementCloud

Salesforce's tools for quoting, approvals and billing. Current Salesforce Help calls this Revenue Management. Moving from legacy Salesforce CPQ requires a planned migration, not an automatic upgrade.

Sales CloudCloud

Salesforce's core CRM for sales: leads, accounts, opportunities, forecasting, and sales automation.

Salesforce DevOpsDelivery

Using version control, automated tests and release pipelines for Salesforce changes. CI/CD means continuous integration and continuous delivery. See DevOps & Copado.

Salesforce PlatformPlatform

Tools for building Salesforce apps: data storage, access controls and automation. See Salesforce Platform.

SandboxDelivery

A non-production copy of an org used to build, test, and stage changes before deploying to production.

Service CloudCloud

Customer-service tools for managing cases, routing work, sharing knowledge and tracking service-level agreements (SLAs).

Sharing model (OWD)Security

Organization-wide defaults (OWD) set access to records users do not own. Roles and sharing rules can open that access; object permissions still apply. See Salesforce's record-access lesson.

SOQLPlatform

Salesforce Object Query Language: the query language used to read records from the Salesforce database.

Staff augmentationDelivery

Adding vetted external specialists to your own team under your direction. See hire talent.

Tableau / CRM AnalyticsAnalytics

Salesforce analytics products for dashboards, exploring data and showing insights inside other applications. They can use CRM data and data from other sources.