SalesForce Cheatsheets

Cheatsheets are concise, quick references to various technologies - summarizing the most important aspects in a compact, searchable and printable form.

Learn Force.com Using Trailhead

Follow self-paced, interactive tutorials while earning badges. Learn fundamentals such as mapping your data model, managing data, & customizing the UI. Plus, go mobile with Salesforce1! 
Trailhead icon.png
S1Developer Cheatsheet.png

Salesforce 1 Developer Cheatsheet

Customize the Salesforce1 Mobile App, add custom logic, extend the user interface with your own Visualforce pages, and more.
Click Here To Download Now
S1Admin Cheatsheet.png

Salesforce 1 Admin Cheatsheet

Quickly set up, configure, use and build mobile apps using the Salesforce1 Mobile App and these quick-reference cheatsheets.
Click Here To Download Now
Formulas Cheatsheet.png

App Logic: Process Automation Cheatsheet

Should I use Approvals or Flow? Or is it Process Builder? If you've ever wondered which automation tool you should use, this cheatsheet is for you! A process flow chart and comparative tables makes it easy to figure out which tool is best for any particular use case. Enjoy!
Click Here To Download Now
Formulas Cheatsheet.png

App Logic: Formulas Cheatsheet

A formula is an expression that derives its value from other fields, expressions, or values. Formulas can be used in a number of contexts, such as custom fields for auto-calculating values, as criteria for data validation and workflow, as well as the expression language in Visualforce.
Click Here To Download Now
Apex Cheatsheet.png

App Logic: Apex Code Cheatsheet

Force.com Apex code is a strongly-typed programming language that executes on the Force.com platform. Apex is used to add business logic to applications, write database triggers, and program controllers used with Visualforce. It has a tight integration with the database and query language, web service and email handling support. It also includes features such as asynchronous execution and support for testing.
Click Here To Download Now
Visualforce Cheatsheet.png

UI: Lightning Components Cheatsheet

The Lightning Component framework helps you build responsive UIs for Force.com apps. It uses JavaScript on the client side and Apex on the server side. This cheatsheet gives you the most important information at your fingertips.
Click Here To Download Now
Visualforce Cheatsheet.png

UI: Visualforce Cheatsheet

Visualforce is the Force.com component-based user interface framework. It uses the MVC pattern, is extensible (you can create your own components), and supports the standard platform user interface, as well as a completely custom look and feel.
Click Here To Download Now
ChatterSOAPAPI Cheatsheet.png

Custom Metadata Types Cheatsheet

Custom metadata types let's you package or migrate custom types and records, just as you would with any other package or metadata. This quick reference will help you get your data and metadata installed.
Click Here To Download Now
RESTAPI Cheatsheet.png

Integration: Force.com REST API Cheatsheet

REST API provides you with a powerful Web services API that you can use to create, retrieve, update, or delete records in Force.com from any external system that supports REST-based Web services. Its advantages include ease of integration and development, and it is an excellent choice of technology for use with mobile applications and Web 2.0 projects.
Click Here To Download Now
SOAPAPI Cheatsheet.png

Integration: SOAP API Cheatsheet

Use the Force.com SOAP API to create, retrieve, update, or delete records in Force.com from any external system that supports SOAP-based Web services, such as Java, .NET, or PHP client applications. With more than 20 different calls, the API also allows you to maintain passwords, perform searches, retrieve metadata information about objects and more. The REST API is not described here.
Click Here To Download Now
AnalyticsAPI Cheatsheet.png

Reports and Dashboards REST API Cheatsheet

The Salesforce Reports and Dashboards REST API provides simple and easy-to-use APIs to interact with Salesforce reports. You can run reports, filter for specific data, and query report metadata.
Click Here To Download Now
SecurityDev Cheatsheet.png

Security for Developers Cheatsheet

The Force.com platform has numerous built in security features and protections, which can be utilized by our org administrators and developers.
Click Here To Download Now
SecurityAdmin Cheatsheet.png

Security for Admins Cheatsheet

The Force.com platform has numerous built in security features and protections, which can be utilized by our org administrators and developers.
Click Here To Download Now
Query Cheatsheet.png

Query & Search Optimization Cheatsheet

Learn how to create selective filter conditions, minimize query response times, and optimize your database's performance.
Click Here To Download Now
RecordLocking Cheatsheet.png

Record Locking Cheatsheet

Salesforce uses locks to ensure referential integrity of its data. Understanding which operations can cause the most common locking issues can help diagnose locking contention problems.
Click Here To Download Now
Git Cheatsheet.png

Git Cheatsheet

This free & open source, distributed version control system is designed to handle everything from small to very large projects with speed and efficiency. Collaborate around your code, fork, send pull requests and manage all your public and private Git repositories.
Click Here To Download Now
ChatterSOAPAPI Cheatsheet.png

Service Cloud Cheatsheet

Use Service Cloud to support all channels, manage your support processes, and boost engagement and productivity. This cheatsheet helps you with the key terms, concepts and lifecycle of Service Cloud in one quick reference.
Click Here To Download Now
ChatterSOAPAPI Cheatsheet.png

CRM Cheatsheet

Salesforce helps you generate more leads, optimize lead flow, and close more deals faster. The CRM cheatsheet lays it all out for you graphically, with key terms and concepts highlighted.
Click Here To Download Now
ChatterSOAPAPI Cheatsheet.png

CRM Lightning Cheatsheet

Lightning Experience is Salesforce's brand new user interface. Navigating the CRM lifecycle is slightly different in this UI, and so we've put together a cheatsheet to help you be more productive in this new environment.
Click Here To Download Now