Glossary Terms

Salesforce documentation must have only one glossary definition for each term in Salesforce, regardless of where that definition appears. All definitions for Salesforce are in ../help/glossary/glossary_master.xml. Having all the terms in a single file helps prevent one term getting more than one definition. The glossary_master.xml functions like the ../help/reusable.xml file in that it is never included in a build. Never use an <xref> to glossary_master.xml.

A term belongs in the glossary if:
  • Its Salesforce definition is different from common use or the “dictionary” definition.
  • It’s used in the book or doc set of the related glossary.

A glossary belongs in a book or ditamap if the book is more than 25 pages. This is a judgment call for the writer, as there are exceptions. For example, a book with a list of 100 sample formulas that is more than 25 pages does not really need a glossary.

Writing glossary terms

For reuse and clarity, restate the term within the definition. For example:

Software as a Service (SaaS)
Software as a Service is a delivery model where a software application is hosted as a service and provided to customers via the Internet.

Instead of:

Software as a Service (SaaS)
A delivery model where a software application is hosted as a service and provided to customers via the Internet.

This allows you to use a <ph> tag around the definition an use it in your “About” or “Introduction” files.

Acronyms and synonyms

For acronyms, define the term where you expand the acronym fully and provide a glossary entry for the acronym, using a See reference to the expanded term. For example:

SaaS
See Software as a Service (SaaS).

Software as a Service can be a conref but NOT an xref.

Note

Software as a Service (SaaS)
Software as a Service is a delivery model where a software application is hosted as a service and provided to customers via the Internet.

For synonyms, write the definition once and use a “See” reference in other terms with the same definition.

When adding acronyms and synonyms to your glossary, make sure both entries are included.

Note

When alphabetizing terms, start with spaces and hyphens, followed by numbers, followed by letters. Always treat a hyphen as a space. For example:
  • W2L
  • Web Tab
  • Web-to-Lead
  • Web2Lead