Cloud

Learning To Use Salesforce: A Beginner’s Guide

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.

Online Learning Platforms

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:

Salesforce - Make Salesforce Stick
Make Salesforce Stick

To ensure your Salesforce implementation or migration goes as planned, our team of change management professionals discuss how to manage the transition process to ensure your team is ready, willing, and able to perform effectively in the new environment.

Get the Guide

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.

Dreamforce

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.

YouTube

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.

Salesforce Blogs

Not only does Perficient have a blog you can follow, but you can also follow the Salesforce blog, which even breaks down further for more specialized news and information:

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. 

 

About the Author

Marisa Lather is the Employment Branding Marketing Manager at Perficient and is proudly dedicated to developing the Perficient culture. Known as @MarketerMarisa, she is a data-driven design thinker who specializes in creating aesthetic brand experiences that delight. With an inbound marketing specialization in multimedia content creation and engagement, she develops and executes omnichannel campaigns, blending online and offline worlds to create data-informed content and affinity-building experiences for brands. She is actively engaged in the national marketing community, blogs about modern business, personal development, marketing and more at www.MarketerMarisa.com, and speaks at conferences about around the country. Connect with Marisa on LinkedIn and follow @MarketerMarisa on Twitter, Instagram, and Pinterest.

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