Author: Alexandre Boyer – VP Operations – Nubik
Getting to know a platform like Salesforce definitely requires patience, but it’s just as important that you have the right tools. For a newbie, it’s hard to know where to start. It’s a big and powerful system in which you can easily find yourself lost, and discouraged.
The ideal solution, obviously, is to work in a workplace with lots of experts in this field, and to start by helping out with projects. Sounds good! But workplaces like these, such as Nubik, are not so easy to come by. Often times, newbies unfortunately won’t have such colleagues to support them.
Salesforce came up with a brilliant idea of creating Trailheads, which are targeted guides that help you to dive deeper into specific subjects, in digestible chunks. They’re available for all different kinds of topics and interests.
Here are several Trailheads that cover Sales Cloud basics to help you to become an accomplished Salesforce administrator, or a very well informed user.
Clearly, we start from the beginning. Too bad this “trail” shows up in the classic rather than the Lightning version – but that aside, the basics are well explained, and the concepts are the same as in the recent Lightning version.
You’ll get to know the basics of CRM, like Accounts and Contacts, and then expand upon this with Leads and Opportunities; finally, a module on Reports and Dashboards covers the main goals of CRM.
- Lightning Basics: https://trailhead.salesforce.com/trails/lex_admin_implementation
Now that you’ve gotten to know the basics, the next step is to get to know the big picture. You’ll see how user friendly Lightning will make your CRM.
You’ll see a repeat of some of the concepts covered previously, but this time in the new interface. Once you try it, you’ll become a convert!
- Optimizing your sales: https://trailhead.salesforce.com/trails/sales_admin
Here you’ll discover a range of interesting features which will increase your efficiency and make your work more enjoyable.
Whether it’s using Sales Path or managing doubles, creating sales-specific reports or even reviewing the features available with Einstein AI, you will learn how to optimize your Sales Cloud.
- Lay the groundwork for becoming an administrator:
There’s so much to check out and to play around with. If you’re interested in managing and configuring Salesforce, you’ll definitely pick up some key concepts, and will be well on your way to achieving certification as an administrator.
Whether it’s understanding Salesforce’s data models or managing apps, all the way to the more complex security features, you’ll learn a number of helpful basics that will allow you to effectively structure your Salesforce environment.
- Next step -> Automate without coding:
At this point, you’re familiar with the environment, and you’ve got it well configured. All that’s left is to spice it up. Streamline your processes by using Flow or ProcessBuilder, add in your approval process and let the magic happen!
This article has only just scratched the surface when it comes to Trailheads. There’s a plethora of other subjects to tackle in future posts. We can explore Service Cloud, Marketing Cloud, Community Cloud, or even IOT. Stay tuned….and until then – happy trailheads!