Salesforce Training: 4 Big Things You Need to Know

When it comes to cloud-based CRM, Salesforce is arguably the largest name in the game. From a technologist perspective, mastering the various Salesforce platforms can also prove pretty lucrative, with specialist jobs racking up a median annual salary of $71,175 (according to Burning Glass, which collects and analyzes job-posting data from across the country).

Working within Salesforce is likewise a pretty rich opportunity. According to levels.fyi, which crowdsources compensation data, an associate MTS (Member of Technical Staff) at Salesforce can earn an average salary of $117,889, paired with stock options worth $19,667 per year, and a bonus of $11,778

Even if money isn’t your primary career driver, mastering Salesforce can open up all kinds of interesting doors. With that in mind, we spoke with a few technologists about why Salesforce matters, best practices for learning it, and whether it was worth your time (and money).

Where Do I Start Learning Salesforce?

Thai Nguyen, Chief Innovation Officer at Salesforce-native project management app Inspire Planner, suggested (sensibly) that your Salesforce training should mirror your career aspirations. “There are several main directions you can take—Salesforce Developer, Salesforce Admin, Salesforce Architect, Salesforce Consultant, Salesforce Marketer, and Salesforce Partner just to name a few.”

Whatever your direction (and platforms you need to learn), you should probably visit Salesforce’s training portal, Trailhead. There are several ‘trails’ you can take, all of which will show what you need to actually learn. Salesforce’s ‘Getting Started’ portal is another great place to start your journey. 

As you progress through Trailhead, keep in mind that Salesforce has evolved into much more than a CRM, and its software now meets a number of business needs. “When someone hears CRM, they’re liable to think that the platform is something of a fancy Rolodex. Really, it’s a business management platform that can support and grow with your business in a scalable way,” said Stratten Waldt of IT services firm Baobab Partners.

“I would start learning the system as an end-user and as an administrator,” Waldt added. “This means getting to know what custom objects and fields are, how they relate to each other, what process builders and workflow rules are, and how to run reports and create dashboards. All of this can be accomplished via point-and-click configuration. It’s important to know what the system can do without code so that you know what custom development is actually necessary for.”

Is Salesforce Worth Learning?

Both Nguyen and Waldt agree that learning Salesforce is critical if you plan on working in a CRM environment. The way that Waldt frames it, Dice Salesforce’s structure is similar to competing platforms, so learning Salesforce can be attributed outside its walls once you understand its functionality.

Ngyuen pointed to a 2017 IDC study showing the “Salesforce Economy” will create over three million jobs by 2022. Even if that particular prediction doesn’t come to pass, it’s clear that Salesforce is going to continue to generate job activity for quite some time to come, especially as more and more companies adopt cloud apps. 

What Are The Best Ways to Learn Salesforce?

The company’s official method for learning is Trailhead. The upside to Trailhead is it has everything you need. The downside: there are a ton of trails.

With 185 unique trails you can take via Trailhead, it’s smart to use its filtering system to distill the correct paths for you. “You can easily find the right modules for you with the search and filters based on your role, your level, Salesforce products, and more,” Nguyen said.

Beyond Trailhead, Waldt advises you to avoid “anything you have to pay for.” What’s that actually mean? “There are dozens of courses and programs promising to teach you how to become an admin or developer, and some of them are absurdly priced. Very few go into the same depth as the free resources.” 

Nguyen added: “Udemy is another great place to improve your skills, and they have a whole section of Salesforce courses.” 

Trailhead is also the place to start if you want to land one of the company’s (many) certifications. When the world isn’t locked down in a pandemic, there are actual in-person certification classes hosted by the company, as well. Here’s a full list of the company’s certifications:

Nguyen also told Dice: “To prepare for certification exams, I recommend visiting Focus On Force, which offers realistic and up-to-date practice exams and study guides. You can find resources for various Salesforce certifications including Admin, Advanced Admin, Platform Developer, App Builder, and more.”

How Long Does Training Last?

“The training depends a lot on how much time per day you invest in it and what skills you already have,” Nguyen cautioned. “With proper dedication and training courses, it may take three to four months to learn Salesforce Admin skills, five-plus months to go through Salesforce Developer training, and six (or more) months to learn Salesforce Consultant skills.

He continued: “I would say this is a bare minimum, and many even entry-level positions would require much more Salesforce experience. However, I would suggest you consider your Salesforce training as a lifelong learning journey, so that you always stay up-to-date with the latest developments.”

Waldt notes that training is ultimately up to the technologist and how far they want to go with the platform. The admin beginner trail might take nine hours in total, with the intermediate taking another 12 hours—and those, combined, will give you a solid foundation as an in-house Salesforce admin. “From there you can go on to advanced, go into the developer trailheads, focus on specific apps or technologies, really get into data, and more,” he said. “It really is what you make of it, and there are a ton of career opportunities available depending on your ability and inclination.”

One Response to “Salesforce Training: 4 Big Things You Need to Know”

  1. Brent Kelling

    I would caution anyone looking for certifications to take the Salesforce testing very seriously. I have taken hundreds of tests in my career and I would say Salesforce certification tests are among the most difficult to pass. They are mostly multiple choice and usually with multiple correct answers that must all be correctly identified. These are not tests that most folks can casually pass with just skimming the material and using “common sense”.

    Having said that, you will know Salesforce pretty well when you achieve your certification(s).