Key terms and common mistakes

The words you will hear in Salesforce work and the mistakes that most often cost interns approvals.

Key terms

TermMeaning
CRMCustomer Relationship Management
ObjectDatabase table in Salesforce
Lookup relationshipLoose connection between objects
OWDOrganisation-Wide Defaults
Flow BuilderNo-code automation tool
Report typeDefines objects/fields available to reports
Lead conversionTurning a lead into account/contact/opportunity
ApexSalesforce programming language

Common mistakes to avoid

  • Writing Apex for something Flow can do without code.
  • SOQL queries inside loops hitting governor limits.
  • Not testing with different user profiles.
  • Hard-coding record ids.

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