6 Tips for Getting Started With Salesforce Training

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Salesforce is one of the largest names among cloud-based CRM. Lots of Salesforce platforms exist that can be mastered by the learners. As the Salesforce professionals are getting lucrative salaries of approximately $71,175. Businesses are adopting Salesforce to manage their business processes that result in generating several opportunities for job seekers. 

Learning Salesforce or Salesforce training can open up many interesting doors for job aspirants. There are several practices to learn Salesforce. In this article, we are going to learn a few of the most popular and adopted ways to learn Salesforce. 

Let us see 6 tips to learn Salesforce:

  1. Don’t Indulge Too Much in Theory or Studies
  2. Broaden Learning Horizons
  3. Train Others
  4. Know Your Exact Certification
  5. Take Mock Exams
  6. Take Exam Carefully

These tips will help you in learning Salesforce in no time. 

Don’t Indulge Too Much in Theory or Studies 

As per this tip studying theory alone may not be sufficient, if you want to learn Salesforce in-action. You should try to know and understand not only how any tool or concept is working but also why it is working in that particular way? 

That means either through Developer org or Sandbox start implementing and modifying the features that you learned in theory. For example, some of the features like Multi-Currency, Forecasting, or Territories should be practised along with their conceptual learning. 

These are some of the lesser-used Salesforce features. When you work for any business or organization then your employer may ask you to implement any feature like Sales Forecasting. If you would be familiar with small concepts then you can answer any of their queries. Try to get familiar with a/small or large concepts.

Broaden Learning Horizons 

When you learn Salesforce just consider the fact that you are not going to work with a single business vertical. In any organization, several verticals like sales, marketing, finance, and business reps also exist. So you must have the idea of working with all possible business verticals. 

In this way, you can answer the questions in a better way as well. As per exam pattern, the exam questions of Salesforce Service Cloud or Salesforce Sales Cloud are centred around how the organizational Service and Sales VP work and what they will require? VP’s are mostly concerned with the reports and case studies, 

The use of Trailhead gives you a live experience that focuses on the end-user perspective. Moreover, it gives the idea of how the output will look alike to any user in any particular role. The trails like “Build and Manage Your Sales Team the Salesforce Way” are must known trails by the Sales cloud professionals. For any certification or role, you should know the specific outputs as well of the Salesforce Sales Cloud. 

Train Others 

This is one of the proven and best ways to learn any concept. When someone teaches something that they are trying to learn, the learning gets improved. So, just look for a study buddy who is equally interested in learning Salesforce. If it’s not possible then you can also teach your siblings, grandparents and show them in action and explain how you have applied the rules? 

You can also try to create a detailed explainer guide for the end-user with screenshots. You can ask your colleagues to test the tool and check for the validation rules, If any error message is displayed then check for them and fix those errors, 

There are many more ways to share your knowledge and experience. However, in any way, you will surely learn something new. Salesforce training is another example of training.

Check out the complete Salesforce Tutorial for Beginners

Know Your Exact Certification 

Salesforce is one of the most used and popular CRM that is best known to manage customer information. It is being used across a wide swath of industries including healthcare, automotive, retail, nonprofits, finance, media, and communication. It is known as an intelligent system to manage customer information through cloud solutions. 

The Salesforce cloud service is being used today in service analytics, marketing platforms, artificial intelligence, and IoT or the Internet of Things. Many Salesforce training platforms are also available that can help in managing cloud-based products such as Heroku, Force.com, Data, com, Desk.com, Pardot, and others and so as the Salesforce certifications. 

Here in Salesforce, you will not find certification hierarchies and tiers like professional or associate or expert level, instead, Salesforce certifications focus on various job roles like listed below

  • Salesforce Developers
  • App Builders
  • Administrators
  • Pardot Experts
  • Consultants
  • Architects
  • Specialists
  • Marketers

 There are 25 Salesforce credentials in all and most of them are targeted at Architects and Consultants. 

Take Mock Exams 

When you understand the basic details of your desired course then it is time to learn SALESFORCE through your favorite learning resources. There are several learning resources like online tutorials, online courses, books, communities, and many more. 

There is a fixed and declared date and time by Amazon for all of these above-listed exams. If you want to prepare for that particular exam, then just get the information about the exam and start your preparation. Even if you can take the help of Mock exams, these exams are just like the real exam pattern and you may require finishing it within the time limit. 

Mocks therefore can give you real-time exam experience and are found the best way to learn Salesforce. 

Take Exam Carefully 

When you book your slot for the online exam, then just be assured that you are ready for the same. Whenever you complete the syllabus through several resources, then take the exam slot only. While taking the exam read all questions carefully and only attempt when you are confirmed for the answers. 

Are you a working professional or do not have time to attend any regular course, then you can join an online course that is offered by several institutes and universities? These certification courses are offered online so you can either attend them on a weekly basis or at your convenience to avoid all hassles. Online courses give many benefits to aspiring candidates like modern learning technologies, to get the relevant knowledge and individual attention and schedule from any place around the globe. 

Final Words 

Salesforce cloud service is provided by Amazon that may be used to organize several basic building blocks. If you are also looking for any Salesforce certification then this post surely helps you. With the help of Salesforce online training and certification, you can get a well-shaped career and even design organization-level applications as well. Moreover, you can get a high-paying job as well by getting the Salesforce certification. Here in this post, we have discussed all available certifications that can be good for all aspiring candidates. So just by Salesforce training, you can qualify the certifications successfully.

 Author Bio

 I am Vinod Kumar Tanem, working as a content contributor at MindMajix. I’m a tech enthusiast and have a great understanding of today’s technology. I am an expert in writing content on demanding technologies such as Salesforce, ServiceNow, Project Management, Cybersecurity, Software Testing, QA, Data analytics and ERP tools, etc. Follow me on LinkedIn.

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