Begin with Salesforce in a focused way

 

Motivation behind this

"How to start knowing about Salesforce?" it's a big question whether a college student wants to know about Salesforce or an experienced non-Salesforce techy wants to explore Salesforce and most importantly from where we can start?

Honestly, Trailhead is a platform to refer with, but candidate will get lost too to begin with. Hence, potentially will loose interest.

Hence, objective of this post is, how a person can spend a week time to get it accustomed with Salesforce landscape before even deep-dive to a particular area.

Sharing my tips to begin with step by step.

Topics

1. Salesforce Explained:

Let's focus on: What is Salesforce? What is Trailblazer? What is Salesforce Admin? What is Sales Cloud? What is Service Cloud? What is Marketing Cloud? What is Commerce Cloud? How to use AI

2. What is CRM and how does it work:

3. Salesforce CRM Demo:

    Link: https://www.salesforce.com/in/form/conf/salesforce-crm/

4. Customer 360: 

    

    Link: https://www.salesforce.com/campaign/customer-360-customer-engagement/

5. Sales Cloud Demo: 

   Link: https://www.salesforce.com/eu/form/conf/sales/demos/

6. Find simple solutions for sales, service, and marketing: 

   Link: https://www.salesforce.com/ap/form/conf/overview-demo/

7. Deliver service in a whole new way with AI + Data + CRM

 Link: https://www.salesforce.com/ca/form/conf/demo-service/

8. Salesforce Platform Overview

9. Salesforce Product Capability

10. Salesforce Platform Basics

Link: https://trailhead.salesforce.com/content/learn/modules/starting_force_com

10.a. Salesforce Platform Multitenant Architecture

Link: https://architect.salesforce.com/fundamentals/platform-multitenant-architecture#Queries

Good to know, otherwise skip for time-being.

Until now, you have learned about Salesforce, how CRM works, Customer 360, demos about Sales Cloud, Service Cloud and also platform capabilities. Let's learn about how data visibility works.

11. Who sees what series

This is one of most important video series among all. Foundation of data sharing is most important.

Till this point, you have understood Salesforce through videos without getting bored or by bookish way. Lets understand basics from Trailhead.

12. Sales Cloud Basics

Link: https://trailhead.salesforce.com/content/learn/modules/sales-cloud-platform-quick-look

13. Service Cloud Basics

Link: https://trailhead.salesforce.com/content/learn/modules/service-cloud-platform-quick-look

As there are so much talks on Data Cloud, lets have a quick look from my blog post.

14. Data Cloud Basics

Link: https://santanuboral.blogspot.com/2024/01/Tips-Data-Cloud-Certification.html

During Dreamforce 2024, its all about Agentforce. You can't skip this.

15. Agentforce Basics

Link: https://www.salesforce.com/in/agentforce/

And, your starter journey up to this point is incomplete unless you create your first agent.

16. Build your first agent:

Link: https://trailhead.salesforce.com/content/learn/projects/quick-start-build-your-first-agent-with-agentforce

Don't worry about free Developer Edition Orgs for your hands-on. Here is this link.

You can create as many orgs as you want.

Next Steps

Now you can register for Journey2Salesforce program who has guided path for Admin and Developer role.

Unless you have a fun, you cannot learn. I have tried to give a guidance on fun way of learning.

Happy Learning!

Further Reading

Tips for passing Salesforce AI Specialist Certification - Registration is Free now