A word cloud in the shape of a thumbs upA word to the wise – is a rich platform with many unique characteristics. The DreamOps Glossary provides a quick reference to the special terms you encounter when working with Salesforce and the platform. Some of these terms are attributed to the ISVForce Guide Glossary.


App Innovation Partners (AIPs) can join the AppExchange Partner Program, which helps ISVs build and sell applications that use the platform. An AIP can offer a managed package on the AppExchange after the app passes a security review. For more, see the AppExchange Partner Program page and the ISVforce Guide. AIPs were formerly known as Independent Software Vendors (ISVs).


App is "short for application. [It is a] collection of components such as tabs, reports, dashboards, and Visualforce pages that address a specific business need." IFGG You can package an app and upload an App to the AppExchange, or offer it directly to other Salesforce users. For more, see the ISVForce Guide.


"The AppExchange is a sharing interface from Salesforce that allows you to browse and share apps and services for the platform." IFGG Visit and see for yourself!

Continuous Delivery

Continuous delivery is a software engineering approach that produces software in short cycles, so that the software can be reliably released at any time. Wikipedia

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) is a strategy for managing all your company’s relationships and interactions with your customers and potential customers. It helps you improve your profitability. For more, see What is CRM ? (Salesforce website) platform

" is a platform for creating and deploying next-generation cloud apps. Because there are no servers or software to buy or manage, you can focus solely on building apps that include built-in social and mobile functionality, business processes, reporting, and search. Your apps run on a secure, proven service that scales, tunes, and backs up data automatically." FPF For more see Salesforce Platform Fundamentals.


A kata is an exercise performed repeatedly with deliberate intent to improve with each iteration. A DevOps kata is an exercise designed to help you focus on problems and patterns that occur repeatedly in the application lifecycle. [DevOps Katas]

Managed Package

A managed package is a "collection of application components that is posted as a unit on the AppExchange and associated with a namespace and possibly a License Management Organization (LMO). To support upgrades, a package must be managed. An organization [or Org] can create a single managed package that can be downloaded and installed by many different organizations. Managed packages differ from unmanaged packages by having some locked components, allowing the managed package to be upgraded later. Unmanaged packages do not include locked components and cannot be upgraded. In addition, managed packages obfuscate certain components (like Apex) on subscribing organizations to protect the intellectual property of the developer." IFGG For more, see Understanding Packages (Salesforce Help & Training)


A Salesforce org is a secure web application designed to be used by a business or organization as customer relationship management (CRM) platform for sales, customer support, and business intelligence. Each instance has a unique Org ID. Several org editions are available to provide additional capabilities to larger companies (Developer, Group, Professional, Enterprise, Unlimited, Performance). As orgs are intended to be customized, "sandbox" orgs are copies of a production org to be used for development and testing. For more, see An Introduction to Environments (Salesforce Technical Library).

Org Edition

Salesforce orgs are available in several editions that provide additional capabilities to larger companies at different price points. As of March 2016,  the editions are Developer, Group, Professional, Enterprise, Unlimited, and Performance.

Org ID

Each org instance has a unique identifier that can be found on the Company Information page (Setup/Company Profile/ Organization ID). If you file a support case, you will usually need to specify the ID for the affected org. It is a good idea to note the Org ID in your enterprise password manager (such as LastPass). 

Preview Channel

Between each Seasonal Release, many ISVs create a new version to roll out as the next version during the Salesforce Sandbox Preview window, and then as the ISVs next Seasonal version. To be sure the next version is ready to rock, a ISV may roll out the Preview version to test and sandbox environments, which environments can be referred to as the Preview Channel or Preview Train. For more, see Software Release Train (Wikipedia).

Proxy Signup

Using the SignupRequest object, you can programmatically create a new organization without any system-generated emails being sent to the user. You can then obtain an OAuth access token to log in to the organization and make API requests from it, without any action by the user. This is called proxy signup because it enables you to create and operate the organization on the user’s behalf, without their knowledge that you’re using Salesforce behind the scenes. – IFG


On the platform, refresh usually applies to sandboxes and dashboards. Applied to sandboxes, refresh means to replace the current instance with a new copy of production. Applied to dashboards, refresh means to run the underlying report again to update the dashboard visualization. …

Salesforce (stylized as salesƒorce) is an American cloud computing company headquartered in San FranciscoCalifornia. Salesforce CRM is the primary enterprise offering within the Salesforce1 Platform, which provides companies with an interface for case management and task management, and a system for automatically routing and escalating important events. Other platforms within include and AppExchange. -- Wikipedia


Each production org has a limited number of sandboxes available to it, that can be used for development and testing.

Scroll Versions

Scroll Versions adds to Confluence functionality for version management, variant management, permalinks (including duplicate page titles), enhanced content re-use, support for context-sensitive help, and so forth. For more, visit Scroll Versions Overview.

SignupRequest Object

"You can use API calls to the SignupRequest object to create trial organizations for prospective customers. When creating trial organizations (or signups) using a web form, there’s no way to customize the signup process or track its status. Using the API, you can collect and analyze detailed information on all signups from your business organization. This gives you more control over the signup process, and enhanced visibility into your prospective customers." – IFG


"Visualforce is the component-based user interface framework for the platform. The framework includes a tag-based markup language, similar to HTML. Each Visualforce tag corresponds to a coarse or fine-grained user interface component, such as a section of a page, or a field." - An Introduction to Visualforce