Glossary · Salesforce & CRM

Salesforce Platform App Builder Glossary

intermediate

A free Salesforce Certified Platform App Builder glossary: core terms (objects, master-detail, junction, Flow, roll-up summary, change sets) in plain English.

By The Exam Atlas Editorial Team · Verified 2026-06-06

Plain-English definitions of the core Salesforce terms for the Platform App Builder exam. Simplified for learning; Salesforce documentation is authoritative.

TermDefinition
Lightning PlatformSalesforce’s low-code platform for building apps with clicks and, when needed, code.
DeclarativeBuilding with point-and-click configuration rather than writing code.
ProgrammaticBuilding with code (Apex, Lightning Web Components); outside this exam’s focus.
AppA collection of tabs and items grouped for a set of users.
TabA navigation entry that exposes an object, page or web content in an app.
Standard objectA built-in object such as Account, Contact or Opportunity.
Custom objectAn object you create to store data specific to your business.
FieldA single piece of data on a record; its field type sets what it can hold.
Lookup relationshipA loose link between two objects; the child can exist without the parent.
Master-detail relationshipA tight parent-child link with ownership, cascade delete and roll-up summaries.
Junction objectA custom object with two master-detail relationships, creating a many-to-many.
Formula fieldA read-only field calculated per record from other fields at read time.
Roll-up summary fieldA field on a master-detail parent that aggregates child records (COUNT, SUM, MIN, MAX).
Validation ruleA rule that blocks a save when data does not meet a condition.
FlowSalesforce’s declarative automation tool for building business processes.
Screen flowA Flow that guides a user through screens to collect or show data.
Record-triggered flowA Flow that runs automatically when a record is created, updated or deleted.
Scheduled flowA Flow that runs on a set schedule.
Autolaunched flowA Flow with no UI, started by another process such as another Flow.
Lightning App BuilderThe drag-and-drop tool for building app, home and record pages.
Record pageA Lightning page that lays out a single record’s details and components.
Page layoutControls field and section arrangement, and related lists, on a record.
List viewA saved, filtered list of records for an object.
SandboxA copy of an org used to build and test safely, separate from production.
Production orgThe live org your users work in day to day.
Change setA package of metadata moved between related orgs (e.g. sandbox to production).
Managed packageA versioned, upgradeable package, typically distributed via the AppExchange.
Unmanaged packageA one-time bundle of metadata that the recipient then owns and edits.
AppExchangeSalesforce’s marketplace for installable apps and components.
Maintenance moduleThe free Trailhead module that keeps a credential active each release.

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