New To Salesforce (For Administrators / Functional Track)




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?
    Step 2:
    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