Top Resources For Learning Salesforce
Just getting acquainted with Salesforce? With all of the capabilities and customized solutions, getting started can feel daunting. The good news is, you’re not alone. Perficient has worked with hundreds of businesses creating expert Salesforce users in the process.
With all of the resources, where do you go first? Don’t get stuck on information overload. Here are the top places we recommend for building your Salesforce learning plan.
Far and away, Trailhead is your go-to place for anything educational related to Salesforce. Trails are guided learning paths through modules and projects that help you cover the most ground in the shortest amount of time. (There’s even a trail about Trailhead!)
On your learning adventure, you’ll automatically collect badges and points for everything you learn. As you level up your skills, earning superbadges and Salesforce certifications will show you’ve got what it takes to crush complex real-world challenges — and give you industry-wide recognition of your expertise.
Honorable Mention: Udemy and Lynda.com also offer training modules. Learn how to use Salesforce.com, from beginner basics to advanced techniques, with online video tutorials taught by industry experts.
Understanding Salesforce User Basics
We recommend beginning with these three trails, part of the Salesforce User Basics module. It includes:
Welcome to Salesforce: Discover best practices for users new to Salesforce, explain what Salesforce is and why you should use it, and describe how Salesforce objects are related and when to use each one
Get Started with Salesforce: Learn how to do the basics like log into Salesforce, navigate your way around the user experience, and access many of the important features available in Salesforce.
Work with Your Salesforce Admin: You’re only as good at Salesforce as your Admin, so it’s important to understand their role. You’ll also learn how to troubleshoot common questions on your own and start on the path to becoming a superuser!
Learn From Others
Connect with the Trailblazer Community
Trailblazers are people just like you who use their passion for learning to elevate their careers and build a better world for others. Join fellow Trailblazers to learn together, inspire each other, and blaze new trails in your career. Get answers, collaborate, and share ideas with your Trailblazer community. Network with peers in your area and discover great opportunities at events near you.
Arrive smart and leave even smarter. Make sure to save the date for Dreamforce each year because it is packed with opportunities to help you learn and be your best. In addition to over 2,700 sessions (something for every role and every industry), Dreamforce also presents three-day pre-conference trainings designed to help get you on your journey to Salesforce certification.
Do you prefer to watch videos when you learn? Then YouTube could be a great place for you to start.
- Salesforce Products Overview – This playlist provides an explanation and example for each of the Salesforce products. Want more? Each Cloud has its own YouTube channel, too.
- Perficient Salesforce Channel – See how Salesforce works for real-life businesses. This channel provides guide previews, real-life Salesforce solutions in action, and other examples of how we’ve made Salesforce work for our clients.
- How To…In Salesforce – Stuck on a problem? Learn all the tips and tricks on this playlist.
With all of these resources, make sure your business is prepared for Salesforce with The Ultimate Salesforce Deployment Checklist To Get You Move-In Ready. How did you best learn to use Salesforce? Let us know in the comments below.