New To Salesforce (For Developers / Technical Track)

New to and Platform

The New to Salesforce assists developers who are new to the CRM and Platform understand the various cloud technologies, and create applications with Apex or Visualforce.

If you are a fresh or an experienced C# or Java developer and want to excel yourself in CRM and Platform. Then below are the steps to learn basics of CRM and Platform.

Step 1:
Learn below these terminologies because these are related to CRM and platform.
  • What is Multi-tenant Architecture?
  • What is SaaS (Software as a Service)?
  • What is PaaS (Platform as a Service)?
  • What is IaaS (Infrastructure as a Service)?
  • What is DaaS (Development 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
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Step 2:
Learn below mentioned guides to get knowledge of Salesforce / Development (configuration and customization). Workbook Platform Fundamental

Analytics Workbook

AJAX Toolkit Developer's Guide

Apex Code Cheat Sheet

Apex Workbook

Visualforce Cheat Sheet

Visualforce Workbook

SOQL ( Object Query Language)

SOSL ( Object Search Language)

Apex Governor Limitations

Apex Code Developer's Guide

Visualforce Developer's Guide Limitations

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

Change Sets IDE or Eclipse Java Ant Migration Tool

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

Apex Scripted 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

Dell Boomi
(CSV,  SQL Server, MySQL, CRM Dynamics, Salesforce,  WebService, SAP etc.)
No download, free data loader for Salesforce. Leverage keyboard shortcuts for object lookups and data mapping. No security token required.

Informatica Cloud Data Loader for Salesforce
Informatica Cloud Data Loader for Salesforce is a FREE data loading application that automates the import/export of Salesforce and data between databases and files.

On-Demand IDE (Developer Console)
A browser-based collection of tools you can use to create, debug, and test applications in your Salesforce organization.

On-Premise IDE ( IDE)
Eclipse plugin for developing applications, providing source code editors, test execution tools, wizards, and integrated help. Migration Tool
A Java/ANT-based command line utility for scripted deployment of application metadata.

SOQL / SOSL IDE ( Explorer)
.NET-based tool for inspecting schema, and building and testing SOQL queries.

For Mac users, SoqlXplorer provides metadata exploration, a SOQL query tester, and a graphical schema view for examining object relationships (a piece of functionality that's only available on the Mac OS X platform!). Download SoqlXplorer from Simon Fell's PocketSOAP website at After the download automatically extracts itself, drag the SoqlXplorer icon to your Applications folder to complete the installation.
For other great tools and utilities built exclusively for Mac OS X, see

Other Helpful Resources:
All Salesforce documents available here at