vocabulary:
  name: Salesforce Automation System Vocabulary
  description: >-
    Operational vocabulary for Salesforce automation tools including Flows,
    Process Builder, Workflow Rules, approval processes, and platform event automation.
  version: "1.0"
  created: "2026-05-02"
  modified: "2026-05-02"
  tags:
    - Automation
    - CRM
    - Flow
    - Salesforce
    - Workflow

  domains:
    - name: Flow Automation
      description: "Terms related to Salesforce Flow builder."
      terms:
        - term: Flow
          definition: >-
            A Salesforce automation tool that lets admins and developers build
            automated processes using a visual builder. Flows can be screen flows
            (user-facing) or autolaunched (background automation).
          aliases: [Salesforce Flow, Lightning Flow, Flow Builder]
          related: [AutoLaunched Flow, Flow Version, Trigger Type]

        - term: AutoLaunched Flow
          definition: >-
            A flow with no user interface that runs in the background, triggered
            by a record change, platform event, schedule, or API call.
          aliases: [Background Flow, Headless Flow]
          related: [Flow, Trigger Type, Flow Invocation]

        - term: Screen Flow
          definition: >-
            A flow with a user interface that guides users through a series of
            screens to complete a business process.
          aliases: [UI Flow, Interactive Flow]
          related: [Flow, Lightning Web Components]

        - term: Flow Version
          definition: >-
            A specific saved version of a flow definition. Only one version can
            be Active at a time; others are Draft, Obsolete, or InvalidDraft.
          related: [Flow, Status, Active Version]

        - term: Trigger Type
          definition: >-
            The event that launches a record-triggered flow: RecordBeforeSave,
            RecordAfterSave, RecordBeforeDelete, or Scheduled.
          related: [AutoLaunched Flow, Record-Triggered Flow]

        - term: Flow Interview
          definition: >-
            A running instance of a flow. Each user interaction or API invocation
            creates a FlowInterview Salesforce object.
          related: [Flow, Autolaunched Flow]

    - name: Process Automation
      description: "Terms for Salesforce automation frameworks."
      terms:
        - term: Process Builder
          definition: >-
            A point-and-click automation tool (deprecated in favor of Flows) that
            triggers automated actions when records meet specified criteria.
          aliases: [Process]
          related: [Flow, Workflow Rules]

        - term: Workflow Rule
          definition: >-
            A legacy automation tool (pre-Flow) that triggers field updates,
            email alerts, tasks, or outbound messages when criteria are met.
          aliases: [Workflow, Workflow Action]
          related: [Process Builder, Flow]

        - term: Invocable Action
          definition: >-
            A reusable automation component callable from Flows, REST API, or
            Apex. Custom invocable actions extend platform automation capabilities.
          aliases: [REST Action, Named Action]
          related: [Flow, Apex, REST API]

    - name: Approval Processes
      description: "Terms for Salesforce approval workflow."
      terms:
        - term: Approval Process
          definition: >-
            An automated multi-step process that requires one or more people to
            approve a record before it can progress. Configured with entry criteria,
            approval steps, and final approval/rejection actions.
          aliases: [Approval Workflow, Approval Chain]
          related: [Approval Step, Approval Request, ProcessInstance]

        - term: Approval Step
          definition: >-
            A single stage in an approval process defining who must approve and
            what happens when the step is approved, rejected, or recalled.
          related: [Approval Process, Approver]

        - term: ProcessInstance
          definition: >-
            A Salesforce object representing a single running or completed approval
            process for a specific record.
          aliases: [Approval Instance, Approval Record]
          related: [Approval Process, Approval Step]

        - term: Approver
          definition: >-
            The user (or queue) assigned to review and decide on an approval request.
            Can be configured as the record owner's manager, a specific user, or a queue.
          aliases: [Reviewer, Delegate]
          related: [Approval Step, Reassign]

    - name: Platform Events
      description: "Terms for event-driven Salesforce automation."
      terms:
        - term: Platform Event
          definition: >-
            A Salesforce messaging framework that enables event-driven integrations.
            Publishers post event messages; subscribers process them via Flows or Apex.
          aliases: [Event, CometD Event]
          related: [AutoLaunched Flow, Change Data Capture]

        - term: Change Data Capture (CDC)
          definition: >-
            Salesforce technology that generates event messages for changes to
            Salesforce records, enabling real-time data replication and integration.
          aliases: [CDC, Data Change Event]
          related: [Platform Event, Integration]