As a newcomer to Salesforce, you will quickly come across several important terms that are fundamental to understanding how Salesforce works. These terms are Org, Sandbox, Trust, and Security. In this article, we will explain each of these terms in detail and how they fit into the overall Salesforce ecosystem.
We use the term “Org” to describe a single instance of the Salesforce platform. This instance contains all your data, customizations, and settings specific to your organization.
Every Salesforce customer has at least one Org, and some customers may have multiple Orgs for different departments, divisions, or subsidiaries.
A Sandbox is a testing environment for your Salesforce Org. It is a separate copy of your production Org that you can use for testing and development purposes without affecting your live data. Sandboxes allow you to make changes to your Salesforce setup and customizations, test new features, and experiment with new data without affecting your live environment.
We use the term Trust to describe the relationship between different Orgs in the Salesforce ecosystem. When you have multiple Orgs, you need to establish trust between them in order to share data, customizations, and other assets. Setting up sharing rules specifies which objects, fields, and records can be shared between Orgs establishes Trust.
Security is a critical aspect of Salesforce and refers to the controls and measures in place to ensure your data’s confidentiality, integrity, and availability. Salesforce provides several security features to help you manage access to your data. Some of these security features are role-based access control, field-level security, and data encryption to help you manage access to your data. Additionally, Salesforce undergoes regular security audits and assessments to ensure that it meets industry standards for data security and privacy.
Wrapping it up
These are the four key terms that you need to understand as a newcomer to Salesforce. Understanding these terms will help you navigate the platform and maximize its features and capabilities. Whether you are just starting with Salesforce or an experienced user, it is crucial essential up-to-date on these and other vital concepts to maximize the value that Salesforce provides to your organization.
Also published on Medium.