Salesforce AI Glossary
Plain-language definitions of the Salesforce, AI, and B2B-sales terms you'll encounter while evaluating Salesforce AI platforms, written by the GPTfy team.
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Terms starting with A
4 termsAI Agent → Agentic AI
AI Agent
A software entity that takes goal-directed actions autonomously, calling tools, retrieving data, and producing outcomes without step-by-step human guidance.AI Governance
AI governance is the framework of policies, processes, and controls that ensures AI systems are approved, deployed, monitored, and used responsibly.AI Guardrails
AI guardrails are policy-enforcing checks that filter LLM inputs and outputs to block unsafe, off-policy, or non-compliant AI behavior.Agentic AI
AI systems that autonomously pursue goals using tool calls and multi-step reasoning, distinct from generative AI (which produces content) or predictive AI.
Terms starting with B
Terms starting with C
2 termsCPQ (Configure, Price, Quote) → Context Window
CPQ (Configure, Price, Quote)
Salesforce's quote-generation tool: reps assemble configurations, apply pricing rules, route approvals, and generate proposals, now increasingly AI-driven.Context Window
The maximum amount of text (measured in tokens) an LLM can process in a single request, covering both the prompt and the response.
Terms starting with D
2 termsData 360 → Data Residency
Terms starting with E
3 termsEinstein (Salesforce Einstein AI) → Embeddings
Einstein (Salesforce Einstein AI)
Salesforce's native AI platform (launched 2016) providing predictive scoring, chatbots, and generative AI across Sales, Service, and Marketing Clouds.Einstein Trust Layer
Salesforce's LLM security abstraction: masks PII before sending to AI models, audits every prompt and response, and blocks training on customer data.Embeddings
Numeric vector representations of text that capture semantic meaning, the foundation of semantic search, RAG, and most modern NLP applications.
Terms starting with F
2 termsFine-Tuning → Function Calling
Terms starting with G
2 termsGenerative AI → Grounding
Generative AI
AI systems that produce new content (text, images, code, audio) rather than just classifying or predicting from existing data.Grounding
Supplying an LLM with authoritative, current, customer-specific data inside the prompt so its response is anchored in real information, not training data.
Terms starting with H
Terms starting with I
Terms starting with L
Terms starting with M
3 termsMCP (Model Context Protocol) → Multi-Agent Orchestration
MCP (Model Context Protocol)
An open protocol from Anthropic (late 2024) for connecting AI models to external tools and data sources in a standardized way, like USB-C for AI.Model Routing
Model routing sends each LLM request to the best-fit model based on task complexity, cost, latency, and quality instead of a fixed default.Multi-Agent Orchestration
A pattern where multiple AI agents (each with specialized roles and tools) collaborate to complete a task, coordinated by an orchestrator agent or framework.
Terms starting with N
Terms starting with P
4 termsPII Masking → Prompt Injection
PII Masking
Detecting and redacting personally identifiable information (names, emails, SSNs) from text before sending to an external LLM, then restoring in the response.Prompt Builder (Salesforce)
Salesforce's no-code tool for designing, testing, and managing prompt templates that connect records to LLMs, core to the Einstein generative AI stack.Prompt Engineering
Designing instructions, examples, and context to get the best output from an LLM, the art and science of "talking to AI" effectively.Prompt Injection
Prompt injection is an attack that hides malicious instructions inside text an AI reads, tricking the model into ignoring its rules.
Terms starting with R
Terms starting with S
Terms starting with V
Terms starting with Z
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