New to Salesforce.com CRM
The New to Salesforce assists administrators who are new to the Salesforce.com CRM understand the various cloud technologies, and create applications with out-of-the-box configuration and customization.
If you are a fresh or an experienced person and want to excel yourself in Salesforce.com CRM. Then below are the steps to learn basics of Salesforce.com CRM.
Step 1:
Learn below these terminologies because these are related to Salesforce.com CRM.
- What is SaaS (Software as a Service)?
- What is Cloud Computing?
- What is MVC (Model-View-Controller)?
- What is CRM?
- What is Sales, Marketing and Customer Service?
- What are the benifits of CRM?
- What is SFA (Sales force Automation)?
- What is Campaign, Lead, Account, Contact, Opportunity, Product, Quote and Cases Management?
- What is Lead Process?
- What is Sales Process?
- What is Support Process?
- What is Sales Cloud?
- What is Service Cloud?
- What is Forecasting?
- What is Reports & Dashboards?
- What is Salesforce.com?
- What is Data.com?
- What is Work.com?
Learn below mentioned guides to get knowledge of Salesforce Development (using standard out-of-the-box configuration and customization).
Force.com Workbook
http://www.salesforce.com/us/developer/docs/workbook/forcecom_workbook.pdf
http://www.salesforce.com/us/developer/docs/workbook/index.htm
Force.com Platform Fundamental
http://www.salesforce.com/us/developer/docs/fundamentals/salesforce_creating_on_demand_apps.pdf
http://www.salesforce.com/us/developer/docs/fundamentals/index.htm
Building Custom Objects, Tabs, and Related Lists
https://na1.salesforce.com/help/doc/en/salesforce_studio_cheatsheet.pdf
Creating Lookup Filters on Relationship Fields
https://na1.salesforce.com/help/doc/en/salesforce_filtered_lookups_cheatsheet.pdf
Formula Fields
https://na1.salesforce.com/help/doc/en/salesforce_useful_formula_fields.pdf
https://na1.salesforce.com/help/doc/en/salesforce_formulas_cheatsheet.pdf
Validation Rules
https://na1.salesforce.com/help/doc/en/salesforce_useful_validation_formulas.pdf
Workflow Rules
https://na1.salesforce.com/help/doc/en/salesforce_useful_workflow_rules.pdf
https://na1.salesforce.com/help/doc/en/salesforce_workflow_cheatsheet.pdf
Approval Processes
https://na1.salesforce.com/help/doc/en/salesforce_approvals_cheatsheet.pdf
https://na1.salesforce.com/help/doc/en/salesforce_email_approval_faq.pdf
Record Types
http://na4.salesforce.com/help/doc/en/customize_recordtype.htm
https://na1.salesforce.com/help/doc/en/salesforce_recordtypes_cheatsheet.pdf
http://na4.salesforce.com/help/doc/en/salesforce_recordtypes_cheatsheet.pdf
Reports
https://na1.salesforce.com/help/doc/en/salesforce_analytics_overview_cheatsheet.pdf
https://na1.salesforce.com/help/doc/en/salesforce_report_builder_impl_guide.pdf
https://na1.salesforce.com/help/doc/en/salesforce_reportperformance_cheatsheet.pdf
https://na1.salesforce.com/help/doc/en/salesforce_report_summary_functions_cheatsheet.pdf
https://na1.salesforce.com/help/doc/en/salesforce_reports_enhanced_reports_tab_tipsheet.pdf
Dashboards
https://na1.salesforce.com/help/doc/en/salesforce_dashboards_cheatsheet.pdf
https://na1.salesforce.com/help/doc/en/salesforce_dynamic_dashboards_cheatsheet.pdf
https://na1.salesforce.com/help/doc/en/salesforce_dashboard_samples.pdf
Analytics Workbook
http://www.salesforce.com/us/developer/docs/workbook_analytics/workbook_analytics.pdf
http://www.salesforce.com/us/developer/docs/workbook_analytics/index.htm
Security Workbook
http://www.salesforce.com/us/developer/docs/workbook_security/workbook_security.pdf
http://www.salesforce.com/us/developer/docs/workbook_security/index.htm
AJAX Toolkit Developer's Guide
http://www.salesforce.com/us/developer/docs/ajax/index.htm
http://www.salesforce.com/us/developer/docs/ajax/apex_ajax.pdf
Salesforce.com Limitations
https://na1.salesforce.com/help/doc/en/salesforce_app_limits_cheatsheet.pdf
Step 3:
Learn below mentioned guides / helpful links to get knowledge of Salesforce Deployment.
Change Sets
http://help.salesforce.com/help/doc/en/changesets.htm
http://na4.salesforce.com/help/doc/en/changesets_best_practices.htm
Development Lifecycle Guide (Enterprise Development on the Force.com Platform)
http://www.salesforce.com/us/developer/docs/dev_lifecycle/salesforce_development_lifecycle.pdf
http://www.salesforce.com/us/developer/docs/dev_lifecycle/index.htm
Step 4:
Learn below mentioned guides / helpful links to get knowledge of ETL (Extract-Transform-Load) tools used in Salesforce data integration and data migration.
Apex Data Loader
http://www.salesforce.com/us/developer/docs/dataLoader/index.htm
https://na1.salesforce.com/help/doc/en/salesforce_data_loader.pdf
Jitterbit Data Loader for Salesforce
A free, third-party data migration tool that lets administrators automate the import and export of data between flat files, databases, and salesforce.com.
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016ZoVEAU
Dataloader.io
No download, free data loader for Salesforce. Leverage keyboard shortcuts for object lookups and data mapping. No security token required.
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009w8ZBEAY
Other Helpful Resources:
All Salesforce documents available here at
http://wiki.developerforce.com/page/Documentation
