- Are you new to the Salesforce ecosystem?
- Do you feel overwhelmed by everything there is to learn?
- Do you need some help getting started?
To give you some direction, I pulled together some resources and put them on this page. Feel free to bookmark it and share it for future reference.
You can start with my Trailmix called “Learn Salesforce and Get Salesforce Certified” on Salesforce Trailhead.
Additionally, you can join my free Salesforce career newsletter and get my free Salesforce career guide: 6 Salesforce Career Strategies.
Admin Beginner
Start your #AwesomeAdmin journey by learning the basics of customizing Salesforce.
Salesforce Platform Basics
Get Started with the Salesforce Platform
Discover Use Cases for the Platform
Understand the Salesforce Architecture
Navigate Setup
Power Up with AppExchange
Data Modeling
Understand Custom & Standard Objects
Create Object Relationships
Work with Schema Builder
Data Management
Import Data
Export Data
Lightning Experience Customization
Set Up Your Org
Create and Customize Lightning Apps
Create and Customize List Views
Customize Record Highlights with Compact Layouts
Customize Record Details with Page Layouts
Create Custom Buttons and Links
Empower Your Users with Quick Actions
Salesforce Mobile App Customization
Get Started with the Salesforce Mobile App
Customize Navigation
Create Global Quick Actions
Create Object-Specific Quick Actions
Customize Compact Layouts
User Engagement
Get Started with User Engagement
Promote Feature Adoption and Discovery
Customize the Help Menu
Design a User Engagement Journey
Reports & Dashboards for Lightning Experience
Introduction to Reports and Dashboards in Lightning Experience
Create Reports with the Report Builder
Format Reports
Visualize Your Data with the Lightning Dashboard Builder
Extend Your Reporting Strategy with AppExchange
Admin Intermediate
Supercharge your skills and apps by using point-and-click tools to solve common business needs.
Formulas & Validations
Use Formula Fields
Implement Roll-Up Summary Fields
Create Validation Rules
Data Security
Overview of Data Security
Control Access to the Org
Control Access to Objects
Control Access to Fields
Control Access to Records
Create a Role Hierarchy
Define Sharing Rules
Picklist Administration
Get Started with Picklists
Manage Your Picklist Values
Share Values with Global Value Sets
Build a Suggestion Box App
Create an App
Add Custom Fields
Modify the User Experience
Add Business Logic
Create Reports and Dashboards
Lightning Flow
Choose the Right Automation Tool
Automate Simple Business Processes with Process Builder
Guide Users Through Your Business Processes with Flow Builder
Combine the Power of Process Builder and Flow Builder
Customize How Records Get Approved with Approvals
AppExchange Basics
Get Started with AppExchange
Navigate AppExchange Like a Superhero
Install AppExchange Packages (Also Like a Superhero)
External Services
Get Started with External Services
Define a Schema for an External Service
Register an External Service
Use External Services in a Flow
Salesforce Mobile App Rollout
Get Started with Your Salesforce App Rollout
Craft Your Rollout Strategy
Become a Mobile Expert and Evangelist
Test Your Mobile Customizations
Plan Your Rollout
Communicate the Rollout to Your Company
Roll Out the Salesforce App to Your Users
Build a Battle Station App
Create the Battle Station App
Build the Object Model
Modify the User Experience
Add Business Logic
Create Reports and Dashboards
Admin Advanced
Reach all star admin status by tackling more advanced Salesforce features.
Advanced Formulas
Use Basic Logic in Checkbox Formulas
Use Numbers, Currency, and Percentages in Formulas
Use Date, Date/Time, and Time Formulas
Use Picklists in Formulas
Use Text Formulas
Level Up with Advanced Formulas
Troubleshoot Formula Errors
Event Monitoring
Get Started with Event Monitoring
Query Event Log Files
Download and Visualize Event Log Files
Salesforce Connect
Introduction to Salesforce Connect
Set up Salesforce Connect
Integrate External Data
Company-Wide Org Settings
Learn About Regional Settings
Discover Multiple Currency Settings
Build Your Career in the Salesforce Ecosystem
Create a career plan, build communication skills, and earn credentials to succeed in the Salesforce Ohana.
Career Development Planning
Assess Yourself
Explore Career Options
Create a Plan and Skill Up
Land Your Next Opportunity
Public Speaking Skills
Choose the Right Event and Topic
Create Rad Content
Build a Persuasive Demo
Engage Your Audience and Promote Your Session
Present Like a Pro
Build an App to Track Your Trailblazer Journey
Discover Jobs in the Salesforce Ecosystem
Create the Object Model
Create Custom Fields
Create the My Trailblazer Journey App
Create a Report, a Report Chart, and a Dashboard
Use Your App on the Go
Salesforce Skills and Experience Building
Complete Trailhead Badges to Build Skills
Identify and Document a Business Problem
Build a Solution and Demonstrate Your Work
Publish Your Solution and Tell Your Story
Build your Personal Portfolio on Salesforce
Create a Portfolio Site
Customize Your Site
Add Pages to Your Site
Clean Up and Publish Your Site
Study for the Administrator Certification Exam
Get ready for the administrator certification exam with interactive study tools
Administrator Certification Prep: Setup and Objects
Get Started with Administrator Certification Prep
Study Up on Org Setup
Practice User Setup
Review Standard and Custom Objects
Administrator Certification Prep: Security and Data Management
Study Up on Security and Access
Review Data Management
Administrator Certification Prep: Applications, Activities, and Mobile
Review Sales and Marketing Applications
Prep for Service and Support Applications
Study Up on Activity Management and Collaboration
Get a Refresh on Desktop and Mobile Administration
Administrator Certification Prep: Reporting and Automation
Practice Reports and Dashboards
Study up on Workflow and Automation
Business Administration Specialist
Brighten up a new business unit with the Salesforce tools the team needs to succeed.
Lightning Experience Reports & Dashboards Specialist
Design powerful reports and an eye-catching dashboard to shine a light on your data.
Security Specialist
Flex your security muscles by locking down permissions and tracking changes.
Study for the Platform App Builder Exam
Get ready for the platform app builder certification exam with interactive study tools.
Platform App Builder Certification Prep: Fundamentals and Data Modeling
Get Started With Platform App Builder Certification Prep
Review Salesforce Fundamentals
Study Up on Data Modeling and Management
Review Security Settings
Refresh on User Interface Customization
Platform App Builder Certification Prep: Business Logic and Reporting
Review Business Logic and Process Automation
Study Up on Social Features
Review Reporting
Study Up on Mobile
Get a Refresh on App Deployment
App Customization Specialist
Put your click-not-code skills to work to build an app and unlock new functionality.
Process Automation Specialist
Showcase your mastery of business process automation without writing a line of code.
Do you feel overwhelmed?
I know it sounds like a lot—and it is—but you can get it done faster than you think. Remember: Everyone starts at zero.
I created a second Trailmix called “Learn Salesforce Quote-to-Cash: Salesforce CPQ & Billing,” which contains training specific to the Salesforce CPQ and Salesforce Billing products.
What about Salesforce courses?
I suggest taking Administration Essentials for New Admins (ADM-201) after you complete the Admin Intermediate trail and Administration Essentials for Experienced Admins (ADM-211) after you complete the Admin Advanced trail, if you or your employer can afford it. Both classes are available, virtually or on-site, and free for military veterans and military spouses.
What about Salesforce certifications?
Once you learn Salesforce fundamentals, it is time to get Salesforce certified.
Regarding certifications, I recommend you get the following Salesforce certifications, in the order listed:
- Salesforce Certified Administrator
- Salesforce Certified Advanced Administrator
- Salesforce Certified Platform App Builder
To prepare for those credentials, complete the following Trailmixes:
- Prepare for Your Salesforce Administrator Credential
- Prepare for Your Salesforce Advanced Administrator Credential
- Prepare for Your Salesforce Platform App Builder Credential
If you want to get into Salesforce consulting, I recommend you get the following Salesforce credentials:
- Salesforce Certified Sales Cloud Consultant
- Salesforce Certified Service Cloud Consultant
- Salesforce Certified Community Cloud Consultant
To prepare for those credentials, complete the following Trailmixes:
- Prepare for Your Salesforce Sales Cloud Consultant Credential
- Prepare for Your Salesforce Service Cloud Consultant Credential
Finally, you can use this pre-filtered search to find Salesforce Administrator jobs posted on Indeed in the past 15 days. If you want to get experience and give back to the community, you can volunteer your Salesforce experience.
Salesforce Career Coaching
Are you interested in one-on-one Salesforce career coaching to learn Salesforce and get Salesforce certified faster? If so, you can book a coaching session with me here.
When you schedule a one-hour Salesforce career coaching session with me, you will get:
- Personalized guidance and direction based on where you are and where you want to go in your Salesforce career
- A video recording and audio transcript of our session to review our coaching session whenever you want
- My notes and feedback for future reference in a shared folder
Are you a member of Salesforce Military? If so, please book a pro bono call with me on Veterati, a digital mentorship platform that supports the military community.
Conclusion
I hope this article helps you learn Salesforce and get Salesforce certified. Feel free to contact me with questions, comments, feedback, etc. I love to hear from other members of the Salesforce Ohana!