Employee performance management including goals, feedback cycles, coaching, work badges, rewards, and recognition programs that drive organizational achievement.
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Work order tracking, line item history, service resource management, and field service organizational settings for managing on-site service operations.
Business process automation through approval chains, process instances, automated actions, and time-based workflow triggers that enforce organizational governance.
User profiles, roles, licenses, preferences, provisioning, devices, and daily/monthly engagement metrics that govern platform access and personalization.
Tax rate configuration, geographic tax rules, multi-currency exchange rates, dated conversion rates, and fiscal period definitions for financial compliance.
The full spectrum of activity tracking including tasks, events, calendar management, unified activity feeds, meetings, video calls, voice calls, and email interactions across the CRM.
Web site configuration, custom domains, iframe whitelisting, CORS policies, CSP enforcement, and redirect management for Salesforce-hosted web properties.
Object and field-level permissions, permission set licenses, sharing rules, coverage analysis, and group membership that define the security model.
Administrative setup objects including audit trails, entity access, custom setup definitions, formula functions, picklist metadata, localization, and onboarding metrics.
Authentication, authorization, and threat detection including login events, OAuth tokens, MFA, session management, credential stuffing detection, and mobile security policies.
Search activity tracking, promotion rules, click analytics, file search monitoring, and candidate answer matching for optimizing platform search experiences.
Shift management, scheduling constraints, workforce capacity planning, workload distribution, operating hours, and adherence tracking for resource optimization.
Sales transaction shapes, contracts, invoices, quotes, finance snapshots, revenue operations, proration policies, and commission schedules for quote-to-cash processes.
Robotic process automation pools, robot definitions, maintenance windows, session management, and conversational bot analytics for automated digital workers.
Reporting and dashboard infrastructure including saved views, snapshots, localization, list view charts, and event monitoring for analytics consumption.
In-app prompt actions, localization, error tracking, and version management for delivering contextual guidance and walkthroughs to users.
Product catalog hierarchy, pricing rules, consumption schedules, price protection, and media objects that define what is sold and at what terms.
GDPR and privacy compliance objects including consent management, authorization forms, data use purposes, privacy requests, DSAR policies, and data detection scanning.
Core platform building blocks and miscellaneous objects including custom object scaffolding, entity subscriptions, asset management, briefcase rules, expressions, functions, divisions, and general-purpose platform utilities.
Payment processing infrastructure including authorizations, credits, refunds, gateways, merchant accounts, digital wallets, and saved payment methods.