A report type defines the objects and fields available to a report, and whether related records are required. Standard report types cover common objects, while custom report types let administrators expose specific object relationships and fields.
A profile is a Salesforce record that defines a user's baseline object and field permissions, plus settings like login hours and app access.
A permission set is a collection of settings and permissions that grants users additional access without changing their profile.
A role is a position in the Salesforce role hierarchy that controls record-level visibility for sharing.
Organization-wide defaults (OWD) are the baseline record-access settings that define the most restrictive level of access to each object.
A sharing rule is a configuration that automatically grants record access to groups of users beyond the organization-wide defaults.
A record type is a Salesforce configuration that offers different business processes, picklist values, and page layouts to different users for the same object.
A page layout controls the organization of fields, related lists, and buttons on a record detail page.
Lightning App Builder is a point-and-click tool for building and customizing Lightning pages from standard and custom components.
Flow is Salesforce's primary declarative automation tool for building processes that collect data and perform actions.
An approval process is an automated sequence that routes a record for approval according to defined steps and criteria.
A validation rule is a formula-based check that enforces data quality by preventing a record from being saved when the formula evaluates to true.
Field-level security controls whether users can view or edit specific fields, independent of object permissions and page layouts.
Data Loader is a client application for bulk importing, updating, deleting, and exporting Salesforce records, handling up to five million records.
A report type defines the objects and fields available to a report, and whether related records are required.
A dashboard is a visual container of components such as charts, gauges, and tables that summarize the data from source reports.
Agentforce is Salesforce's platform for building and deploying autonomous AI agents that act on CRM data.
The Einstein Trust Layer is the security and governance framework for Salesforce generative AI, providing data masking, zero data retention, and toxicity detection.