Sugar Administration

The Administration Guide is the CRM admin's guide to configuring and administering their Sugar instance. Admins have access to everything in this guide but regular users with developer-level role access to at least one module can also access certain admin functionality.

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

• Manage your SugarCloud configurations
• Create and Manage your Users
• Setup your teams through Team Management
• Setup your Roles and ACLs
• Setup your Email Accounts
• Review your System wide settings

Developer Tools

In order to get access to the Sugar code, you need to be either a SugarCRM customer or a partner.  To learn more about our partner program and to apply, please check out our web site.

Partners also get access to Sugar cloud instances that they can use to quickly get started. See the Partner Portal for more information about accessing the Sugar cloud.

• If you need access to a Sugar cloud development build in order to target a Sugar cloud release, then you can access those in the  Sugar cloud developer builds space.
• DemoBuilder provides you with your Sugar Cloud Development environment
  • Demo Builder User Guide
  • Create a Demo (Video)
  • Demo Builder Guru Meditation (Video)
• Want to get started developing quickly?
  • Use our Vagrant set up instructions!
  • Use SugarDockerize.
• If you are doing code development on Sugar, you can download an On-Site version of the Sugar application using Download Manager via sugarcrm.com.
• If you want to set up a full LAMP or MAMP stack on your own, you can follow our On-Site Installation guide or the OSX development environment setup guide.
• Enabling Data Privacy

Studio and Module Builder

Web Services APIs are the fastest way to get started with custom Sugar development. The Sugar API documentation is built into every Sugar instance, including Sugar's REST API.

Check out the Sugar Developer Guide for more details on how to access Sugar REST APIs and to get started using them. You can also check out the School of REST blog series and the Intro to the Sugar REST API tutorial.

Making your first API call to Sugar is as easy as 1, 2, 3:

• Step 1: Authenticate
• Step 2: Manipulate your records
• Step 3: Know your Endpoints
  

Sugar BPM - Advanced Workflow

Getting the most out of Sugar means understanding what can be done via the Sugar Administration panel. We highly recommend Sugar Developers learn about Sugar Administration. Both Sugar Developer and Sugar Administrator training programs are available from Sugar University. There are self-paced videos as well as options for live developer webinars and in-person training.

• The Sugar Developer Guide and the Sugar Dev Club Blog are other primary training sources.
• There are a lot of great Sugar resources out there in the community as well, so check out this blog post to find many of them.
• You should also get familiar with the Sugar Developer Tools that SugarCRM and the Sugar Developer community provide for you. We have tools that help you build, test, debug, and deploy your Sugar solutions even faster.

• How will you know when you are ready to rock the Sugar Developer universe? When you get certified!  You can learn more about our Sugar Certification Program and the Certified Sugar Developer Specialist exam at Sugar University.

• Get involved with our Sugar Community by posting your questions and get answers from a broad audience of experts

• Supported Platforms

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Low Code No Code.