name: Salesforce Sales Cloud Vocabulary
description: >-
  Domain vocabulary and taxonomy for Salesforce Sales Cloud, covering
  key CRM concepts, data model objects, sales process terminology,
  and API-specific terms used across the Salesforce platform.
version: "1.0"
created: "2026-05-02"
modified: "2026-05-02"
source: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/

terms:
  - term: sObject
    definition: >-
      A Salesforce object — the fundamental data model entity in the Salesforce
      platform. Standard sObjects include Account, Contact, Lead, Opportunity,
      Case, Campaign, and Task. Custom sObjects are defined by the organization.
    aliases:
      - Salesforce Object
      - Standard Object
      - Custom Object
    related:
      - SOQL
      - SOSL
      - REST API

  - term: Account
    definition: >-
      A Salesforce standard object representing a company or organization
      in the CRM. Accounts are the central entity that Contacts, Opportunities,
      and Cases are associated with.
    related:
      - Contact
      - Opportunity
      - Case

  - term: Contact
    definition: >-
      A Salesforce standard object representing an individual person associated
      with an Account. Contacts store personal and professional information
      including email, phone, title, and department.
    related:
      - Account
      - Lead

  - term: Lead
    definition: >-
      A Salesforce standard object representing a prospect who has not yet
      been qualified as an opportunity. Leads are converted to Accounts,
      Contacts, and Opportunities upon qualification.
    related:
      - Contact
      - Opportunity
      - Lead Conversion

  - term: Opportunity
    definition: >-
      A Salesforce standard object representing a sales deal or potential
      revenue event. Opportunities track the sales stage, expected close date,
      probability, and associated contacts.
    aliases:
      - Deal
    related:
      - Account
      - Stage Name
      - Pipeline

  - term: Stage Name
    definition: >-
      The current position of an Opportunity in the sales pipeline. Standard
      stages include Prospecting, Qualification, Needs Analysis, Proposal,
      Negotiation, Closed Won, and Closed Lost.
    related:
      - Opportunity
      - Forecast Category

  - term: SOQL
    definition: >-
      Salesforce Object Query Language — a query language similar to SQL
      used to retrieve Salesforce data. Supports SELECT, FROM, WHERE, ORDER BY,
      GROUP BY, LIMIT, and relationship queries using dot notation.
    aliases:
      - Salesforce Object Query Language
    related:
      - SOSL
      - Query

  - term: SOSL
    definition: >-
      Salesforce Object Search Language — a search language for performing
      text-based searches across multiple sObject types simultaneously.
      Returns records matching the search term across fields.
    aliases:
      - Salesforce Object Search Language
    related:
      - SOQL
      - Search

  - term: Bulk API
    definition: >-
      A specialized Salesforce API for loading, updating, or deleting large
      volumes of data asynchronously. Supports CSV, JSON, and XML. The current
      version is Bulk API 2.0 with simplified job management.
    related:
      - Ingest Job
      - Query Job

  - term: Composite API
    definition: >-
      A Salesforce REST API resource that allows executing multiple API
      requests in a single HTTP call. Includes composite batches, requests,
      graphs, and SObject trees for reducing round-trip latency.
    related:
      - REST API

  - term: Platform Event
    definition: >-
      A Salesforce event-driven messaging system that allows publishing and
      subscribing to custom events. Platform events are defined as sObjects
      and used for real-time integrations and decoupled architectures.
    related:
      - Streaming API
      - Change Data Capture

  - term: Change Data Capture
    definition: >-
      A Salesforce feature that generates near-real-time event notifications
      when records are created, updated, deleted, or undeleted. Used for
      keeping external systems synchronized with Salesforce data.
    aliases:
      - CDC
    related:
      - Platform Event
      - Streaming API

  - term: Ingest Job
    definition: >-
      A Bulk API 2.0 job for loading data into Salesforce. Supports insert,
      update, upsert, and delete operations. Jobs are created, data is uploaded
      in batches, then the job is closed to start processing.
    related:
      - Bulk API
      - Query Job

  - term: Forecast Category
    definition: >-
      A categorization of opportunities for sales forecasting. Standard
      categories include Pipeline, Best Case, Commit, and Closed Won.
      Used to aggregate expected revenue by time period.
    related:
      - Opportunity
      - Stage Name

  - term: Connected App
    definition: >-
      A Salesforce application framework that enables external applications
      to integrate with Salesforce using OAuth 2.0 for authentication and
      authorization. Required for API access.
    related:
      - OAuth 2.0
      - Authentication

  - term: Organization (Org)
    definition: >-
      A specific Salesforce deployment or environment. Each org has a unique
      instance URL (e.g., na1.salesforce.com), its own data, configuration,
      and API limits.
    aliases:
      - Org
      - Salesforce Org
      - Environment

categories:
  - name: Data Model
    description: Core Salesforce CRM objects and their relationships
    terms:
      - sObject
      - Account
      - Contact
      - Lead
      - Opportunity

  - name: Sales Process
    description: Terms describing the sales pipeline and deal management
    terms:
      - Stage Name
      - Forecast Category
      - Lead

  - name: Query and Search
    description: Data retrieval languages and mechanisms
    terms:
      - SOQL
      - SOSL

  - name: Integration
    description: API types for integrating with Salesforce
    terms:
      - Bulk API
      - Composite API
      - Platform Event
      - Change Data Capture
      - Connected App