Key terms and common mistakes
The words you will hear in Salesforce work and the mistakes that most often cost interns approvals.
Key terms
| Term | Meaning |
|---|---|
| CRM | Customer Relationship Management |
| Object | Database table in Salesforce |
| Lookup relationship | Loose connection between objects |
| OWD | Organisation-Wide Defaults |
| Flow Builder | No-code automation tool |
| Report type | Defines objects/fields available to reports |
| Lead conversion | Turning a lead into account/contact/opportunity |
| Apex | Salesforce 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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