Salesforce Admin Flashcards

All 31 terms

Org

A single Salesforce instance (organisation) with its own data, configuration and users.

Object

A table of records. Standard objects ship with Salesforce; custom objects you create.

Field

A column on an object. Standard fields ship in; custom fields you add.

Record

A single row of data, such as one account, contact or case.

Profile

A user's baseline set of permissions and access, assigned one per user.

Permission set

Extra permissions granted on top of a profile, assigned to many users.

Permission set group

A bundle of permission sets assigned together for a job function.

Role

A position in the role hierarchy that opens record access upward to managers.

Role hierarchy

The structure that grants managers access to their subordinates' records.

Organisation-wide defaults (OWD)

The baseline record visibility per object (Private, Public Read Only, Public Read/Write).

Sharing rule

A rule that opens records sideways to groups beyond the role hierarchy.

Record type

A variant of an object with its own picklist values and business process.

Page layout

The arrangement of fields, related lists and buttons a user sees on a record.

Lightning App Builder

The drag-and-drop tool for building app and record pages.

Validation rule

A rule that blocks a save when data fails a condition, protecting data quality.

Flow

The single declarative automation tool, built in Flow Builder.

Record-triggered flow

A flow that runs automatically when a record is created or updated.

Screen flow

A flow that guides a user through steps with input screens.

Approval process

An automated route for records to be approved or rejected by people.

Lead

A potential customer not yet qualified; converts into account, contact and opportunity.

Opportunity

A potential sale tracked through stages of the sales process.

Case

A customer issue or request tracked through to resolution.

Queue

A holding location that routes records like cases or leads to a team.

Report type

The template defining which objects and fields a report can use.

Dashboard

A visual summary built from one or more reports.

Data Import Wizard

The built-in tool for importing standard objects up to a row limit, with matching.

Data Loader

A client app for importing, updating and deleting large data volumes and all objects.

Duplicate / matching rule

Rules that detect and prevent duplicate records.

Agentforce

Salesforce's AI agent layer that administrators set up and govern.

Einstein

Salesforce's built-in AI features for predictions and assistance.

Trailhead

Salesforce's free online learning platform and certification prep.