Want to be a Salesforce Admin? Start with Trailhead.

If you want to dive deeper into Salesforce, but haven’t heard about Trailhead — now is the time. Trailhead is a great training tool provided (for free) that will walk you through the details of various functions within Salesforce. Every skill set is covered; whether you’re a developer or an admin, you’re covered. Many of the admin modules are relatively new and they’re worth a look.

CRM Basics

New to Salesforce? No worries, Trailhead has you covered. Start with the “Understanding Salesforce” module. You’ll get an overview of:

  • Salesforce
  • CRM
  • The Salesforce data model
  • Standard objects
  • Editions

 

In addition, you’ll be walked through a customer story that clarifies some key use cases of Salesforce.

Once you’ve covered the basics, you’ll jump to “Navigating and Personalizing Salesforce.”  A key aspect of Salesforce is understanding how to properly use it. While the application is relatively intuitive, it is also massive. There are many facets to it and it can be a bit overwhelming.

In this module, you’ll learn about

  • Moving between Areas and Features
  • The Home Tab
  • Object Home Pages
  • Record Detail Pages
  • Personal and Administrative Settings
  • Searching for Records
  • Personal Tab Customizations
  • Personal Page Customizations
  • Email Notification Settings

Here’s a video included in the module:

Once you make it through the introductory module, you’re on to real objects! You will review:

  • Accounts
  • Contacts
  • Leads
  • Opportunities

This will include relationships between these objects, how to build a sales process, and lead conversion & assignment.

If you’re new to Salesforce or if you’re a user and want to take your knowledge up a notch, I’d highly recommend taking a look. You’ll want to bookmark this link: https://developer.salesforce.com/trailhead/trail/getting_started_crm_basics

Good luck on your new trail!

Advertisements