Salesforce Training: How to Get Started?

Salesforce Training: How to Get Started?

Salesforce cloud CRM platform is being increasingly adopted by companies worldwide. According to IDC (International Data Corporation) statistical data, Salesforce jobs would spike to 9.3 million new jobs by 2026. One of the primary reasons for this is that companies have to set up digital headquarters to handle the remote working staff.

Salesforce has generated millions of jobs since its founding in 1999. Salesforce technology has wonderfully contributed to the job market in recent years, upholding the professionals in the problematic pandemic situation. The attractive factor of Salesforce jobs is the salary package and job satisfaction. So, the critical question for which you are here in this article is, how to learn Salesforce? Where should you begin? This article will answer these questions, guiding you to your Salesforce career path.

 

Elements of Salesforce Training

Salesforce is a vast platform, and it is impractical to set your goal to gulp down all the aspects of Salesforce. Set low-level targets and then move up to excel in a specific role. The primary objectives of Salesforce learning for beginners are to

  • Learn the basics of Salesforce and CRM
  • Get Hands-on experience with a specific Salesforce product
  • Study the different domains under the certification syllabus and get certified.
  • Learning the Salesforce app development framework and developing applications in Salesforce

There are online and offline classes available for different Salesforce certification exam preparation. You can also try downloading Salesforce Learning App for Android or Salesforce Learning App for iOS for a seamless learning experience.

 

Trailhead- The place to start your Salesforce Journey

The Salesforce training path should follow your career aspiration. Salesforce provides various career options like developer, architect, admin, consultant, marketer, and more. It is best recommended to visit Trailhead to decide on the sector you want to focus on. Trailhead is the official Salesforce training portal that lists all the certificates and trails. Salesforce’s “Getting Started” page will also be an excellent guide to making the right choice.

1. Sign up with a Trailhead Account

The best part is that Trailhead is free to access. Enter your basic information in the signup form and get started on your Trailhead journey.

 

2. Watch the Beginner Modules

The first few modules will get you a head start on the Trailhead basics and how to use the Trailblazer community.

 

3. Start with Salesforce Trails

There are over 280 trails, each taking around 6 hours to complete. But do not hustle. Take one at a time according to your career goal. If your goal is to gain a certification, the trails are pre-set. To learn a Salesforce product, you will have to rely on Trailmix. Use the word ‘Trailmix’ plus the product name in the search bar.

 

4. Make the Most of Trailblazer Community

It is a global forum for all Salesforce enthusiasts. This community is the right place to find answers to all your questions concerning Salesforce. You can get your answer from already posted queries or post your topic.

 

5. Engage in Trailblazer Groups

Collaborative learning and live meetups make the groups an exciting place to discuss everything about Salesforce. There are open groups and private groups. You can get new information, build connections, and discuss complex Salesforce issues.

 

6. Trailhead Badges and Superbadges

After you are self-confident in learning the specific product, you can display your mastery of the concept with badges and superbadges. The badges can be gained by completing the modules and the hands-on challenge. Unlocking a superbadge is a lengthy process that involves several badges and prerequisites. But the effort pays, as it is an accolade you can proudly display on your profile.

 

Other Ways to Get Started with your Salesforce Training

Salesforce certifications are not very easy, especially for beginners. Even though most Salesforce certifications do not have any prerequisites, you need to know the basics of the platform to get in line with the learning process that requires external help in addition to the Trailhead modules.

1. Instructor-led Salesforce Training Courses

  • Experts conduct the classes in one-on-one sessions.
  • These are like traditional classroom lessons where students can ask questions and clarify doubts.
  • All the domains and objectives of the exams will be covered with examples.
  • Student groups pave the way for interaction and competitiveness.
  • Recordings are provided after the live session, and most even offer notes.
  • Look for courses that provide hands-on Salesforce training and practice exams.

 

2. YouTube Videos

  • Salesforce YouTube Channel: Subscribe to the YouTube channel to be updated on new features of Salesforce. The videos are free and easy to follow if you are already in the Salesforce learning process.
  • Other YouTube Channels by Salesforce Experts: It is natural to have doubts when learning a vast platform like Salesforce. Google is our first go-to place when you have doubts, and with video suggestions on the search result, you can find your answer there. Make sure to follow the experts on YouTube for live and interactive sessions.

 

3. Get a Free Admin Account

Once you have found your way around Salesforce with your training course and Trailhead modules, move on to open a Playground account. This is the time to get some real hands-on experience, and it is free. You have to log in every six months. Basically, inactive accounts get deleted.

With the admin org account, the user can investigate and work around the Salesforce features like AppExchange bundles, custom fields, work process rules, etc. Developers can work on codes, including Visualforce.

 

4. Internship or Volunteering

Whenever you apply for a job, you are asked for experience. Finding a high-paying job right after the Salesforce certification is not always possible. You can begin by applying your acquired knowledge by working as a volunteer or intern. NGOs and other non-profit organizations have discounted rates at Salesforce; many use Salesforce to handle their operations. The opportunities can usually be found on LinkedIn or look around your locality.

 

5. Networking

Social networks and Salesforce user groups effectively build your Salesforce network. There are online or offline gatherings by Salesforce professionals to discuss new features, clients, or job vacancies. You can even find your first breakthrough opportunity through these gatherings. Also, participate in discussions happening online and follow the experts. Twitter is the most recommended platform for Salesforce networking. Also, you can join any Salesforce Communities to meet seasoned Salesforce professionals and interact with them.

 

Top Tips While Learning Salesforce

1. Do not confine to theoretical learning

It is not the definition of the tool that you need to know. It is required to understand how and why that specific tool is used. Learn to implement the theories using admin/developer org or Sandbox.

 

2. Learn by teaching others

Look for a study buddy or peer group where you can learn collaboratively by learning and teaching. Write a blog or start a YouTube channel to display your knowledge. You might get some valuable suggestions that will help in your learning process.

 

3. Decide on your certification

Salesforce has a layered structure for certification with over 25 credentials. It is divided into professional, associate, and expert levels. Talk with a Salesforce expert who can suggest your best-suited career path based on your skills.

 

4. Practice tests or mock exams

Salesforce exams are not like regular competitive exams. There are very few direct questions. Scenario-based questions with multiple-choice or multiple responses make it inevitable that you train yourself with the maximum possible practice exams. You can also gain experience completing the exam within the fixed time limit. Even if you know all the aspects, it takes some skill to tackle the Salesforce exam.

 

5. Take the Exam Seriously

Your exam day will decide your career. Be well prepared for the exam. It is recommended to schedule the exam after you have prepared for the same. Check your internet connection and surroundings, and be ready before the exam.

 

How Long is a Salesforce Training?

On a straight note, the time taken to complete the training for a specific certification will depend upon the time spent per day and the individual’s skill set. If you are a quick learner and committed, you can complete your Admin training in 3-4 months. Salesforce Developer training might take around a month extra, and the Consultant training might take longer. This period is applicable if you have a structured training pattern from a reputed course provider. Self-learning usually takes longer.

Trailhead trails form an unavoidable part of the training process. Usually, the beginner trails, like the admin trail, take around 9 hours. Salesforce is an ongoing learning process; you must keep gaining practice and stay updated with the advancements.

 

Summing Up

If you are new to Salesforce, it is recommended to begin your Salesforce training with the administrator certification. This course will give an overview of everything in Salesforce. It also introduces the various divisions like Developer and Architect, which will help you choose your career.

Salesforce has evolved beyond the CRM platform to a well-advanced business management platform. With over 14 products and 3000 third-party apps, Salesforce is massive and ever-evolving. It has increased the job openings for Salesforce professionals. Do not delay entering the Salesforce universe if you really have the passion and determination.