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Salesforce glossary

You’re not the first and you won’t be the last person to wonder how Salesforce products differ from each other, what their current names are, and which may be the best fit for your business.

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What's what in Salesforce?

The Salesforce ecosystem has seen many changes over the years, thanks to software acquisitions, new product launches, and platforms undergoing name changes as they evolve. Plus, across the full portfolio, there are hundreds of features to get your head around!

It’s no wonder customers are searching basic questions like ‘What is Salesforce Platform?’, ‘What is Pardot?’, ‘What is Salesforce Sales Cloud?’, ‘What is Journey Builder?’.

To save you time, we’ve created the library below, explaining exactly what’s what in Salesforce. You can filter by business function, product, or simply sort by A-Z. You can also hit the search box to find specific terms you’re confused about.

Business function:

Product:

Popular features:

What is Data Cloud?

Salesforce Data Cloud is a real-time data platform that collects and connects customer data from multiple sources, including CRM systems, websites, mobile apps, and marketing platf...

What is B2B Marketing Analytics app?

The B2B Marketing Analytics App is a CRM Analytics application designed specifically for B2B marketers using Marketing Cloud Account Engagement. It consolidates marketing and sales...

What is Engagement Studio?

Engagement Studio is the automation engine within Marketing Cloud Account Engagement used to create and manage lead nurturing. Within Engagement Studio, marketers design visual wor...

What is Journey Builder?

Journey Builder is a core component of Salesforce Marketing Cloud Engagement used to create automated, multi-channel marketing journeys. It allows marketers to map out how customer...

What is Automation Studio?

Automation Studio is a workflow automation tool within Salesforce Marketing Cloud Engagement used to manage background marketing operations. It allows teams to schedule tasks such...

What is Email Studio?

Email Studio is a core feature of Salesforce Marketing Cloud Engagement designed for building and delivering personalised email campaigns. It provides marketers with tools to desig...

What is Salesforce Engage?

Salesforce Engage is a sales enablement tool that connects Salesforce Sales Cloud with Marketing Cloud Account Engagement (formerly Pardot), allowing sales teams to send marketing-...

What is Marketing Cloud Connect?

Marketing Cloud Connect is a Salesforce integration that connects Marketing Cloud Engagement with Salesforce CRM systems, allowing data to move between platforms and enabling marke...

What is Data Loader?

Data Loader is a Salesforce tool designed to handle bulk data operations. It allows users to insert, update, delete, upsert, or export Salesforce records using structured files suc...

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