Salesforce Console Integration Toolkit Developer's Guide
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Glossary
A |B |C |D |E |F |G |H |I |J |K |L |M |N |O |P |Q |R |S |T |U |V |W |X |Y |Z
A
- Administrator (System Administrator)
- One or more individuals in your organization who can configure and customize the application. Users assigned to the System Administrator profile have administrator privileges.
- Application Programming Interface (API)
- The interface that a computer system, library, or application provides to allow other computer programs to request services from it and exchange data.
- Asynchronous Calls
- A call that does not return results immediately because the operation may take a long time. Calls in the Metadata API and Bulk API are asynchronous.
B
- Boolean Operators
- You can use Boolean operators in report filters to specify the logical relationship between two values. For example, the AND operator between two values yields search results that include both values. Likewise, the OR operator between two values yields search results that include either value.
D
- Database
- An organized collection of information. The underlying architecture of the Force.com platform includes a database where your data is stored.
- Database Table
- A list of information, presented with rows and columns, about the person, thing, or concept you want to track. See also Object.
- Developer Edition
- A free, fully-functional Salesforce organization designed for developers to extend, integrate, and develop with the Force.com platform. Developer Edition accounts are available on developer.salesforce.com.
- Salesforce Developers
- The Salesforce Developers website at developer.salesforce.com provides a full range of resources for platform developers, including sample code, toolkits, an online developer community, and the ability to obtain limited Force.com platform environments.
F
- Field
- A part of an object that holds a specific piece of information, such as a text or currency value.
- Field-Level Security
- Settings that determine whether fields are hidden, visible, read only, or editable for users. Available in Enterprise, Unlimited, Performance, and Developer Editions only.
- Force.com
- The Salesforce platform for building applications in the cloud. Force.com combines a powerful user interface, operating system, and database to allow you to customize and deploy applications in the cloud for your entire enterprise.
G
- Group Edition
- A product designed for small businesses and workgroups with a limited number of users.
I
- ID
- See Salesforce Record ID.
- Instance
- The cluster of software and hardware represented as a single logical server that hosts an organization's data and runs their applications. The Force.com platform runs on multiple instances, but data for any single organization is always stored on a single instance.
- Interaction Log
- An area in a Salesforce console where you can jot notes about the main record you're working on without clicking a button, viewing a new tab, or scrolling to the Notes & Attachments related list. Interaction logs are archived on the Activity History related list for easy review and retrieval. Administrators can customize interaction logs to include task fields.
L
- Logged-in User
- In a SOAP API context, the username used to log into Salesforce. Client applications run with the permissions and sharing of the logged-in user. Also referred to as an integration user.
M
- Metadata
- Information about the structure, appearance, and functionality of an organization and any of its parts. Force.com uses XML to describe metadata.
- Multitenancy
- An application model where all users and apps share a single, common infrastructure and code base.
N
- Navigation Tab
- A tab with a drop-down button in a Salesforce console that lets you select and view object home pages.
O
- Object
- An object allows you to store information in your Salesforce organization. The object is the overall definition of the type of information you are storing. For example, the case object allow you to store information regarding customer inquiries. For each object, your organization will have multiple records that store the information about specific instances of that type of data. For example, you might have a case record to store the information about Joe Smith's training inquiry and another case record to store the information about Mary Johnson's configuration issue.
- Organization
- A deployment of Salesforce with a defined set of licensed users. An organization is the virtual space provided to an individual customer of Salesforce. Your organization includes all of your data and applications, and is separate from all other organizations.
P
- Personal Edition
- Product designed for individual sales representatives and single users.
- Platform Edition
- A Salesforce edition based on Enterprise, Unlimited, or Performance Edition that does not include any of the standard Salesforce apps, such as Sales or Service & Support.
- Primary Tab
- A tab in a Salesforce console that displays the main item to work on, such as an account.
- Production Organization
- A Salesforce organization that has live users accessing data.
- Professional Edition
- A Salesforce edition designed for businesses who need full-featured CRM functionality.
S
- Salesforce Record ID
- A unique 15- or 18-character alphanumeric string that identifies a single record in Salesforce.
- Sandbox
- A nearly identical copy of a Salesforce production organization for development, testing, and training. The content and size of a sandbox varies depending on the type of sandbox and the editioin of the production organization associated with the sandbox.
- Salesforce Console
- The Salesforce console is designed for users in fast-paced environments who need to find, update, and create records quickly. It improves upon the Agent Console in the Console tab by displaying records and related items as tabs on one screen.
- Session ID
- An authentication token that is returned when a user successfully logs in to Salesforce. The Session ID prevents a user from having to log in again every time he or she wants to perform another action in Salesforce. Different from a record ID or Salesforce ID, which are terms for the unique ID of a Salesforce record.
- Session Timeout
- The period of time after login before a user is automatically logged out. Sessions expire automatically after a predetermined length of inactivity, which can be configured in Salesforce from Setup by clicking . The default is 120 minutes (two hours). The inactivity timer is reset to zero if a user takes an action in the Web interface or makes an API call.
- Sharing
- Allowing other users to view or edit information you own. There are different ways to
share data:
- Sharing Model—defines the default organization-wide access levels that users have to each other’s information and whether to use the hierarchies when determining access to data.
- Role Hierarchy—defines different levels of users such that users at higher levels can view and edit information owned by or shared with users beneath them in the role hierarchy, regardless of the organization-wide sharing model settings.
- Sharing Rules—allow an administrator to specify that all information created by users within a given group or role is automatically shared to the members of another group or role.
- Manual Sharing—allows individual users to share records with other users or groups.
- Apex-Managed Sharing—enables developers to programmatically manipulate sharing to support their application’s behavior. See Apex-Managed Sharing.
- SOAP (Simple Object Access Protocol)
- A protocol that defines a uniform way of passing XML-encoded data.
- Standard Object
- A built-in object included with the Force.com platform. You can also build custom objects to store information that is unique to your app.
- System Log
- Part of the Developer Console, a separate window console that can be used for debugging code snippets. Enter the code you want to test at the bottom of the window and click Execute. The body of the System Log displays system resource information, such as how long a line took to execute or how many database calls were made. If the code did not run to completion, the console also displays debugging information.
T
- Test Organization
- See Sandbox.
- Trigger
- A piece of Apex that executes before or after records of a particular type are inserted, updated, or deleted from the database. Every trigger runs with a set of context variables that provide access to the records that caused the trigger to fire, and all triggers run in bulk mode—that is, they process several records at once, rather than just one record at a time.
U
- Unlimited Edition
- Unlimited Edition is Salesforce’s solution for maximizing your success and extending that success across the entire enterprise through the Force.com platform.
- URL (Uniform Resource Locator)
- The global address of a website, document, or other resource on the Internet. For example, http://www.salesforce.com.
V
- Version
- A number value that indicates the release of an item. Items that can have a version include API objects, fields and calls; Apex classes and triggers; and Visualforce pages and components.
- Visualforce
- A simple, tag-based markup language that allows developers to easily define custom pages and components for apps built on the platform. Each tag corresponds to a coarse or fine-grained component, such as a section of a page, a related list, or a field. The components can either be controlled by the same logic that is used in standard Salesforce pages, or developers can associate their own logic with a controller written in Apex.
W
- Web Service
- A mechanism by which two applications can easily exchange data over the Internet, even if they run on different platforms, are written in different languages, or are geographically remote from each other.
- Web Services API
- A Web services application programming interface that provides access to your Salesforce organization's information. See also SOAP API and Bulk API.
- Wrapper Class
- A class that abstracts common functions such as logging in, managing sessions, and querying and batching records. A wrapper class makes an integration more straightforward to develop and maintain, keeps program logic in one place, and affords easy reuse across components. Examples of wrapper classes in Salesforce include theAJAX Toolkit, which is a JavaScript wrapper around the Salesforce SOAP API, wrapper classes such as CCritical Section in the CTI Adapter for Salesforce CRM Call Center, or wrapper classes created as part of a client integration application that accesses Salesforce using the SOAP API.
- WSDL (Web Services Description Language) File
- An XML file that describes the format of messages you send and receive from a Web service. Your development environment's SOAP client uses the Salesforce Enterprise WSDL or Partner WSDL to communicate with Salesforce using the SOAP API.