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salesforce data dictionary template

Salesforce Glossary: Getting Started with Key Terms

Whether you're just starting out evaluating Salesforce or it's been a year, you can scratch your head or turn to Google when you hear terms like "organization," "objects," and "opportunities." "

Fortunately, Salesforce has a very detailed dictionary with definitions of key terms. If you're just starting out, this can be a lot of grinding information at once. You can look for the best best salesforce data dictionary tool online at https://spekit.co/data-dictionary/.

Here's a short list of common Salesforce terms to get you started quickly.

Org – This stands for "organization" and you'll hear the term a lot. Each Salesforce customer has their own organizational environment. Here you enter where your data set is stored and where your own configuration is located.

Instances – Even though your organization contains unique data, code, objects, and configurations, an instance is the server on which your organization is located.

Objects – Many people come to Salesforce after previously using Excel to manage notes for contacts and accounts. Objects are a type of record included in Salesforce that are similar to spreadsheet sections.

Record – If you stick to our Excel metaphor, you can think of notes as horizontal rows in the table. If we look at the contact table, the record contains the name of the contact as well as all relevant information about that contact.

Field – A field would be the columns in your spreadsheet. On each record, you’ll want to track certain distinctive data points about that record. Using the example of the contact (which is the object) for each record, fields are the individual columns in the spreadsheet.




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