Agent FinderElements feature that scans a process diagram to recommend AI agents, AI workflows, or automations.AgentforceSalesforce’s AI agent platform for building autonomous, instruction-based AI agents.Agent Instruction Diagram (AID)A visual blueprint defining an AI Agent’s behavior, decision logic, and actions.Agent Interaction Map (AIM)A high-level map of all Jobs to Be Done (topics) an agent can perform and how users interact with it.Agent ReadinessThe maturity level of processes, metadata, and governance required to build safe, reliable agents.AI WorkflowA backend AI process triggered by record or system events, using AI for interpretation without a chat interface.Black BoxA system that works but is not understood — often used to describe undocumented Salesforce Orgs.Blueprint (Operational / Metadata Blueprint)A connected, searchable, always-current map of how the Org works across metadata, processes, and automations.Build the Right Thing / Build the Thing RightA two-part approach ensuring solutions meet business needs AND are implemented cleanly and safelyCenter of Excellence (CoE)Team that drives governance and standardization across Salesforce.Change IntelligenceUnderstanding org configuration and dependencies to make safer, faster changes.Change LogA historical record of configuration changes over time to maintain auditability.Configuration MiningAutomated reverse-engineering of Salesforce metadata into accurate documentation.Create, Read, Update, Delete Permissions (CRUD)Basic Salesforce data access controls.Deterministic AutomationLogic that produces consistent outputs from fixed inputs (e.g., Flow, Apex).Digital EmployeeA metaphor for an AI Agent requiring instructions, guardrails, and governance.ERD (Entity Relationship Diagram)A visual diagram showing objects and how they relate to each other in Salesforce.Governance ModelHow an organization controls changes, documentation, and access to maintain quality over time.GuardrailsExplicit “always” or “never” rules that keep an agent safe, compliant, and in scope.Impact AnalysisUnderstanding how a change will affect metadata, processes, automations, or users.Inactive MetadataMetadata no longer in use but still present in the Org, increasing technical debt and clutter.Independent Software Vendor (ISV)A partner who builds apps on the Salesforce platform.Job To Be Done (JTBD)The specific outcome or task an agent or process is responsible for.Large Language Model (LLM)The underlying model powering AI agents.Metadata DependencyA relationship where one configuration item (e.g., a field or automation) relies on another. Critical for understanding change impact.Metadata DictionaryElements’ catalog of all metadata with dependencies, documentation, and analytics.MetaFieldsCustom fields applied to metadata items for classification, governance, or prioritization.Operational BlueprintA connected, always-current representation of processes, data, automations, and dependencies.Operational GraphThe connected view of processes, actions, rules, and data an agent relies on.Order of ExecutionThe runtime sequence Salesforce follows when saving a record, affecting how automation behaves.Order of Execution DiagramA diagram showing the sequence of automations firing during a data change.Org Complexity ScoreA numerical score showing how complex a Salesforce Org is based on metadata volume, customization level, and dependenciesOrg HealthAn assessment of stability, risk, and hygiene across metadata, automations, and processes.Out of the box (OOTB)Standard Salesforce features not requiring customization.Pay as you go (PAYG)Your flexible pricing option billed monthly per editor.Permission Sets / Permission Set GroupsAdditional permissions assigned to users to grant access beyond the profile.Process Configuration Mining (PCM)Metadata-driven generation of business process maps showing how Salesforce works today.Process GovernanceKeeping process documentation accurate, authoritative, and linked for safe change.Process-Led ChangeAn approach where business process understanding precedes solution or automation design.Process Map / Process DiagramA visual representation of how work happens across people, systems, and data.ProfilesSalesforce permissions defining what a user can do across the Org.Prompt InstructionA natural-language description of what an AI Agent or workflow should do.Responsible, Accountable, Support, Consulted, Informed (RASCI)Roles and responsibilities model; often appears in architecture diagrams.Salesforce.com (SFDC)General shorthand for Salesforce.SandboxesSafe, isolated copies of the Salesforce Org used for development and testing.Software development lifecycle (SDLC)Process for planning, developing, testing, and deploying changes.System Landscape DiagramA high-level diagram showing all systems and integrations connected to Salesforce.Technical DebtConfiguration that creates future risk or maintenance burden.Test UtteranceSample user phrases used to validate whether an AI Agent behaves correctly.Topic (Agentforce)A discrete responsibility area for an AI Agent, representing a Job to Be Done.Universal Process Notation (UPN)A simple, standardized method for documenting processes using boxes and arrows.Well-Architected (Salesforce)Salesforce’s framework for scalable, secure, maintainable solution design.
