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A Guide to Sharing Architecture

This document details data accessibility components, sharing model use cases, and real customer sharing solutions, and provides some sharing troubleshooting guidelines.

AJAX Toolkit Developer's Guide

Describes how to use the AJAX Toolkit, which is a JavaScript wrapper around the API.

Analytics Cloud Dashboard JSON Reference

Analytics Cloud Extended Metadata (XMD) Reference

Analytics Cloud External Data API Developer's Guide

Analytics Cloud External Data Format Reference

Analytics Cloud SAQL Reference

Apex Workbook

Describes, through a set of tutorials, the Apex programming language. You can use Apex to add custom business logic through triggers, unit tests, scheduled Apex, batch Apex, REST Web services, and Visualforce controllers.

AppExchange Publishing Guide

Describes how to publish apps on the AppExchange, which is your complete marketplace for cloud computing applications and consulting partners.

Application Installation Guide

Describes how to install a package from the AppExchange and roll out the package to your users.

Best Practices for Deployments with Large Data Volumes

This document details techniques for improving the performance of applications with large data volumes, and Salesforce mechanisms that affect or support the performance of systems with large data volumes.

Browser Support and Configuration

Salesforce supports various Web browsers and recommends certain configuration settings to maximize performance.

Building Salesforce Custom Links

Use custom links to integrate your organization’s Salesforce data with external websites, your company’s intranet, or other back-end office systems. You can also use custom links to provide quick access to relevant or frequently-...

Bulk API Developer's Guide

Describes how to use the Bulk API, which provides programmatic access to allow you to quickly load your organization's data into Salesforce.

CTI Toolkit Version 4.0 Developer's Guide

Describes how to administer and customize Salesforce CRM Call Center version 4.0.

CTI Toolkit Versions 1.0 to 3.0 Developer's Guide

Describes how to administer and customize Salesforce CRM Call Center versions 1.0 through 3.0.

Campaign Management Implementation Guide

Chatter Answers JavaScript API Developer’s Guide

You can use the Chatter Answers JavaScript API as an event manager that mediates communication to the Chatter Answers UI.

Chatter REST API Developer's Guide

Chatter REST API provides programmatic access to feeds and social data such as users, groups, followers, and files. Use Chatter REST API to integrate Chatter into a variety of applications such as mobile applications, intranet si...

Cloud Flow Designer Workbook

Creating Lookup Filters on Relationship Fields

Lookup filters are administrator settings on lookup, master-detail, and hierarchical relationship fields that restrict the valid values and lookup dialog results for the field. The restrictions for the field are based on criteria...

Customizing Case Feed with Code

This guide is for developers who are responsible for customizing Case Feed according to their company’s needs. It includes several use cases and examples to help you create a unique Case Feed page.

Customizing Chatter Profile Pages

Chatter profile pages can deploy custom content with the use of subtab apps and custom tabs.

Data Loader Guide

Describes how to use Data Loader, which is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce or records. API Developer's Guide

The APIs work with Salesforce Prospector and Clean to provide accurate account and contact data from

Designing Record Access for Enterprise Scale

This document introduces advanced topics in user record access for the Salesforce Sales, Customer Service, and Portal applications, and provides guidance on how to configure your organization to optimize access control performance.

Development Lifecycle Guide

Describes the process for developing and releasing applications.

Email Approval Response FAQ

Answers to common questions about email approval responses.

Field Audit Trail Implementation Guide

Field Audit Trail lets you define a policy to retain archived field history data up to ten years, independent of field history tracking. This feature helps you comply with industry regulations related to audit capability and data... Actions Developer's Guide

Actions provide APEX, SOAP, and REST interfaces that allow you to add quick actions to applications. Apex Code Developer's Guide

Describes how to use Apex, which is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the platform server, in conjunction with calls to t... Canvas Developer's Guide

Describes how to integrate third-party applications into Salesforce using the Canvas framework. Migration Tool Guide

Describes how to use the Migration Tool, which is a Java/Ant-based command-line utility for moving metadata between a local directory and a Salesforce organization. Platform Fundamentals Fundamentals is an introduction to the native functionality of the platform. This book walks the reader through the creation of a standard recruiting application, including designing and creating obj... Platform Glossary

Definitions of terms. REST API Developer's Guide

Describes how to use the REST API, which provides a powerful, convenient, and simple Web services API for interacting with SOQL and SOSL Reference

Reference and samples for querying and searching using the Salesforce Object Query Language and the Salesforce Object Search Language. Sites Implementation Guide

Describes how to use Sites, which enables you to create public websites and applications that are directly integrated with your Salesforce organization. Streaming API Developer's Guide

Use Streaming API to receive notifications for changes to Salesforce data that match a SOQL query you define, in a secure and scalable way. Tooling API

Tooling API provides SOAP and REST interfaces that allow you to build custom development tools for applications. Workbook

Tutorials that teach you how to use the Salesforce platform to build cloud applications. Each tutorial exposes you to a different aspect of the platform, ranging from creating an app, to adding business logic, user interfaces, an...

Formulas Quick Reference

Quickly find reference information about formulas.

Getting Started With Communities

Getting Started with Approval Processes

With approval processes, you can automate the approval of records in Salesforce, such as opportunity discounts, PTO requests, expense reports, and even job candidates. Use this checklist to help you plan your approval processes.

Getting Started with Salesforce1 Reporting

Salesforce provides a powerful suite of reporting tools to help you organize, view, and analyze your data.

Heroku Getting Started and Reference Documentation

Learn about building, deploying and managing your apps on Heroku.

ISVforce Guide

Provides instructions for independent software vendors (ISVs) who want to build and sell applications built on the platform.

ISVforce Workbook

Describes, through a set of tutorials, how to develop and distribute apps on the platform. The workbook takes you through the process of signing up for orgs, developing a simple application, and packaging it for distrib...

Identity Implementation Guide

Learn how Salesforce Identity connects your Salesforce organization users with external applications and services. Familiarize yourself with Salesforce Identity by combining several Salesforce Identity features and administration...

Integration Patterns and Practices

Integration Workbook

Describes, through a set of tutorials, the major technologies and concepts required to integrate apps with existing applications. A companion to the Workbook.

License Management and Support Guide

Describes how to manage licenses for apps installed from the AppExchange.

Lightning Components Developer’s Guide

Describes how to create Lightning components for Salesforce1 or standalone apps with JavaScript and Apex.

Live Agent Developer's Guide

Describes how to customize Live Agent, which lets service organizations connect with customers or website visitors in real time through a Web-based, text-only live chat.

Live Agent REST API Developer’s Guide

The Live Agent REST API allows you to customize and extend the functionality of Live Agent chat windows. With the REST resources in this guide, your developers can produce chat windows that go beyond your website: For example, yo...

Metadata API Developer’s Guide

Use Metadata API to retrieve, deploy, create, update or delete customization information for your organization such as custom object definitions and page layouts.

Mobile SDK Development Guide

With Salesforce Mobile SDK, Android and iOS developers can build standalone native and hybrid mobile apps that access Salesforce data.

Mobile SDK Development Guide (Deprecated)

Describes how to build custom apps--HTML5, native iOS and Android, and hybrid apps--using Salesforce Mobile SDK.

Object Reference for Salesforce and

A list of the standard fields for standard objects in Salesforce, including each field’s label, data type, maximum length, precision, and scale.

Open CTI Developer's Guide

Open CTI is a JavaScript API that lets developers build computer-telephony integration (CTI) systems that integrate with Salesforce.

Place Order REST API Developer Guide

The Salesforce Place Order API is a REST API that gives programmatic access to order data in Salesforce. The Place Order REST API is available for any organization that has orders and API enabled.

Record-Level Access: Under the Hood

In this paper, you can find a brief overview of different levels of data access, and under the hood, table-level views of record-level access. After reading Record-Level Access: Under the Hood, you should feel better prepared to ...

Report Formula Summary Functions

The PARENTGROUPVAL and PREVGROUPVAL summary functions offer a powerful way to use grouping values in report formulas.

SOAP API Developer's Guide

Describes how to use the SOAP API, which provides programmatic access to your organization’s information. (Some of the functionality in this guide is not available in

SOS Development Guide

Developer resources for integration of the iOS/Android SDKs

Salesforce Console Integration Toolkit Developer's Guide

Describes how to use the Service Cloud Console Integration Toolkit, which provides you with programmatic access to the Service Cloud console so that you can extend it to meet your business needs.

Salesforce Field Reference Guide

This is a concise list of the standard fields for the major objects in

Salesforce Knowledge Developer Guide

Describes how to customize Salesforce Knowledge, which is a knowledge base where users can easily create and manage content and quickly find and view the articles they need.

Salesforce Limits Quick Reference Guide

Provides commonly referenced limits for Salesforce.

Salesforce Mobile Push Notifications Implementation Guide

Keep your mobile app users informed of important news in your organization by implementing push notifications. Push notifications let push-enabled devices receive alerts and tips from Salesforce.

Salesforce Style Guide for Documentation and User Interface Text

Provides terminology and usage guidelines for user interface text and customer-facing documentation materials.

Salesforce1 Mobile App Admin Guide

This book is intended for administrators. With chapters on how to optimize your page layouts for mobile, customize the Salesforce1 navigation menu, create actions, work with compact layouts, set up mobile navigation, and much mor...

Salesforce1 Mobile App Developer Guide

This book introduces you to both the declarative (point-and-click) and the programmatic (code-based) features of Salesforce1. To help you get familiar with the different pieces that make up the Salesforce1 Platform, and to show y...

Salesforce1 Platform API Services Guide

This book provides comprehensive information for all Salesforce APIs. Use this book to explore common scenarios that require using Salesforce APIs. Once you’ve learned which APIs fit your needs, you can use this guide to get deta...

Salesforce1 Reporting REST API Developer Guide

Salesforce1 Reporting REST API gives programmatic access to integrate reporting into a wide variety of applications. You can get report metadata, run reports synchronously or asynchronously to get summary data with or without det...

Salesforce1 Reporting Workbook

Introduces you to dashboards and reports through a series of tutorials starting with dashboard reports and then looking at how to take advantage of built-in tools to share the information with others.

Sample CRM Dashboards

This guide highlights some of the great features available in Salesforce dashboards and reports, and includes tips on getting the most out of your dashboard components.

Security Implementation Guide

Describes how to implement your own security scheme to reflect the structure and needs of your organization.

Security Workbook

The Security Workbook is a guide to the Salesforce platform’s least-privilege, user-centric security model. It explains the various policies, rules, and grouping mechanisms that control login and access controls through a series ...

Service Cloud Workbook

Gives you an introduction to creating a unified help desk for your support team. After going through six tutorials, you’ll have set up one screen from which your support agents can monitor and respond to customers from email, Web...

Setting Up Your .NET Developer Environment

This tipsheet describes how to set up your local developer environment for integrating with Salesforce.

Setting Up Your Java Developer Environment

This tipsheet describes how to set up your local developer environment for integrating with Salesforce.

Single Sign-On Implementation Guide

Describes how to implement single sign-on, which is a process that allows network users to access all authorized network resources without having to log in separately to each resource.

Taking Advatage of Dynamic Dashboards

Dynamic dashboards show data according to each viewer's access level. A handful of dynamic dashboards may be able to replace hundreds of dashboards that have specific running users!

Tips and Hints for Page Layouts and Field-Level Security

With page layouts and field-level security, you can control the organization of detail and edit pages for your users, add or remove buttons from detail pages, establish unique page layouts for different business situations, and r...

Tips and Hints for Record Types

Some quick tips on using record types.

Tips and Hints for Sharing Data

Salesforce provides many flexible options for you to control how records are shared within your organization. To specify the objects and tabs that a user can access, assign a profile. To specify the individual records that a user...

Tips for Creating Dashboards

Dashboards show data from custom reports as visual components. They provide a snapshot of key metrics and performance indicators for your organization. Create up to 20 components per dashboard.

Tips for Reducing Formula Size

Formula size problems come in two flavors: the formula is too long, or its compiled size is too big. This tipsheet looks into ways to prevent these issues.

Tips for Using HTML Email Templates

Use HTML email templates to create professional high-impact emails. Create a single letterhead with your company’s logo and branding, and use it across all your HTML email templates. Use the dynamic HTML email tracking feature to...

Top 10 Ways to Run Reports Faster

Maximizing the performance of your Salesforce reports allows you to spend more time analyzing information and less time running reports.

Useful Approval Processes

Describes approval processes that you can use in your organization. Approval processes specify the steps necessary for a record to be approved, and who must approve it at each step.

Useful Formula Fields

Provides examples of formula fields for various types of apps that you can use and modify for your own purposes.

Useful Validation Rules

Provides examples of validation rules for various types of apps that you can use and modify for your own purposes. Validation rules verify that the data a user enters in a record meets the standards you specify before the user ca...

Useful Workflow Rules

Provides examples of workflow rules for various types of apps that you can use and modify for your own purposes. Workflow automates email alerts, tasks, field updates, and outbound messages.

Using Date and Date/Time in Formulas

Date formulas are useful for managing payment deadlines, contract ages, or any other features of your organization that are time or date dependent.

Using the Drag-and-Drop Report Builder

Report builder is a powerful visual editor for reports. You can create your entire report from this single interface.

Using the Reports Tab

The Reports tab makes it easier to find, organize, and manage both your reports and dashboards in one place.

Visual Workflow Guide

Automate business processes by building applications, known as flows, that collect, update, edit, and create Salesforce information. Then make those flows available to the right users or systems.

Visualforce Developer’s Guide

Describes how to develop with Visualforce, a framework that allows developers to build sophisticated applications and custom user interfaces, hosted natively on the platform.

Visualforce Performance: Best Practices

Create Visualforce pages that perform well by following these best practices. Diagnose page performance issues by using these troubleshooting techniques.

Visualforce Workbook

This set of progressive tutorials builds working app features while giving you a tour of Visualforce, a tag-based language for building custom app front ends. You'll learn how to create Visualforce pages that can read and write S...

Wave REST API Developer's Guide (Pilot)

Describes how to send queries directly to Analytics Cloud, access datasets that have been imported into Analytics Cloud, and retrieve lenses and dashboards.

Workflow: Automating the Process

Your company operates more efficiently with standardized internal procedures and automated business processes. Set up Salesforce to automatically perform these procedures and processes based on your organization’s workflow.