New To Salesforce (For Administrators / Functional Track)

New to CRM

The New to Salesforce assists administrators who are new to the 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 CRM. Then below are the steps to learn basics of CRM.

Step 1:
Learn below these terminologies because these are related to 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
  • What is
  • What is
    Step 2:
    Learn below mentioned guides to get knowledge of Salesforce Development (using standard out-of-the-box configuration and customization). Workbook Platform Fundamental

    Building Custom Objects, Tabs, and Related Lists

    Creating Lookup Filters on Relationship Fields

    Formula Fields

    Validation Rules

    Workflow Rules

    Approval Processes

    Record Types



    Analytics Workbook

    Security Workbook

    AJAX Toolkit Developer's Guide Limitations

    Step 3:
    Learn below mentioned guides / helpful links to get knowledge of Salesforce Deployment.

    Change Sets

    Development Lifecycle Guide (Enterprise Development on the Platform)

    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

    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
    No download, free data loader for Salesforce. Leverage keyboard shortcuts for object lookups and data mapping. No security token required.

    Other Helpful Resources:
    All Salesforce documents available here at