Validation rule members, formula functions, operators, allowed types, and formula variables that power declarative business logic and field-level computations.
Domain hub
Crm packages
This hub groups Crm packages so teams can browse and review them from one stable page.
Where financial services meet the real world. Tracks branch units, business members, customer assignments, distributor authorizations, and broker-of-record relationships.
HubSpot CRM product and line item dimensions and metrics — product catalog, pricing, SKUs, discounts, billing terms, and itemized deal revenue breakdown.
Supporting components including actionable events, asset management, relationships, and assessment indicators.
The orchestration layer for population health. Manages care programs, enrollee journeys, eligibility rules, team members, and the products and providers that support coordinated care initiatives.
The backbone of customer support, handling case creation, tracking, routing, team assignments, and resolution workflows.
Purpose-built nonprofit tools for funding awards, grant disbursements, case participants, referrals, budget allocations, and record aggregation.
Access control through profiles, permission sets, SSO configuration, trusted sites, and transaction security.
Real-time chat infrastructure for agent-to-customer conversations with deployment, routing, and transcript management.
The engine behind employer-sponsored benefits. Manages group census data, member enrollment, plan classifications, contribution structures, and contract group plans.
Fleet composition and participant tracking for commercial and rental vehicle operations.
Product lifecycle from consumption to returns, with shipments, transfers, supplier management, and service campaigns.
Brand identity management including custom branding assets, business units, process definitions, electronic media, images, and shape representations.
Scholarships, grants, benefits, disbursements, gift commitments, and financial aid management.
Carbon credit projects, allocations, distributions, and sustainability credit purchasing for offset programs.
Machine learning models, AI insights, discovery predictions, natural language processing, recommendation engines, and generative AI capabilities powered by Salesforce Einstein.
Email-to-case routing and outbound email capabilities for managing customer communications through email channels.
Learning content, programs, pathways, achievements, equivalencies, and rules powering a flexible LMS.
Customer support case tracking, history, sharing rules, and solution knowledge base objects that power service resolution workflows.
End-to-end order lifecycle from order creation through item-level tracking, payment association, and inventory settlement.