MarCloud
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Book a call with MarCloud's Founder to discuss:

  • Integrating HubSpot and Salesforce

  • Auditing CRM data and segmenting data

  • Underperforming workflows and automations

  • Reducing license costs and inefficiencies

  • Revenue attribution modelling and proving ROI

  • AI readiness, Agent POC's, and Claude integration

Within 30 minutes, you'll know the best next step for your business.

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. Explore MarCloud's glossary of key terms in the Salesforce ecosystem. Find definitions and finally make sense of Salesforce products and features.

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Glossary of Salesforce and marketing terms

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?’ and ‘What is Journey Builder?’

To save you time, we’ve created this quick glossary, explaining exactly what’s what in Salesforce. Filter by business function, product, or sort by A-, or run a search and deepen your understanding of all things Salesforce.

Business function:

Product:

Popular features:

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...

What is Salesforce Agentforce?

Salesforce Agentforce is an AI agent platform built on Salesforce that allows organisations to create and deploy autonomous software agents capable of understanding requests, reaso...

Talk to a specialist

Tell us what RevOps problems you need to solve with Salesforce or HubSpot, and our certified Salesforce and HubSpot consultants will be in touch.

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