Learning Salesforce from Scratch: A Step-by-Step Guide

When entering into the Salesforce ecosystem, one of the most common questions that professionals and beginners come across  is how they can start learning Salesforce from scratch. It is also quite common to wonder how long it will take to learn Salesforce from scratch. 

There can be multiple reasons why you landed in the Salesforce world. For example, the organization you are working in is shifting to Salesforce, or switching your job to Salesforce technology, or your customers want to use Salesforce for better business solutions. 

So, there can be various reasons, and you can have little to a minimum understanding of the Salesforce platform. If you want to know how to learn Salesforce from scratch and start your career in Salesforce, this guide is for you. 

Here are some key points to consider when learning Salesforce from scratch:

Gauge Your Current Knowledge Level

The most important thing that will help you boost your career in Salesforce is gauging where you stand right now, how deep in water you are and the level of your understanding of the Salesforce platform. You must also envision where you want to see yourself many years down the line. These two factors play an important role in learning Salesforce from scratch. 

Gauging your knowledge level will help you choose the right path in the Salesforce ecosystem and job role in Salesforce. For example, Salesforce offers multiple roles like Administrator, Architect, Developer, etc. And these roles stand at different levels for beginners, professionals, and specialists. 

If you are a beginner, you must begin your Salesforce journey with the Administrator path. If you are an Administrator, you can obtain the credential of Advanced Administrator; Developers can choose to obtain Platform Developer II certification. And if you already have entry-level knowledge and certifications, you must go for advanced-level certifications in your respective certification track. Explore a bit about the Salesforce platform to help you understand how to get started with it.

Utilize Different Methods of Learning

When you are a beginner, it is hard to keep up with the momentum of Salesforce releases, features, and enhancements. Salesforce knows it already, and that is why it has come up with a single platform to introduce you to its features, tools, and improvements. Don’t restrict yourself to only one learning method if you are learning Salesforce from scratch. Trailhead offers a unified way for learners to stay updated and educated. 

Trailhead is the best platform to start your Salesforce journey. And it is also helpful for professionals who want to advance their career in Salesforce. 

Once you complete the Trailhead modules, join an online course and give practice exams. Joining an online course would provide you with different learning methods like mock tests, revision material, practice questions, etc.

Utilize Your Current Job Role in Learning Salesforce

Every organization wants you to know more about cloud computing and the latest happenings. If you’re going to start learning Salesforce, there is no better place to begin your Salesforce journey and apply the learning in your current job role. Participate in the training programs and conferences and learn while building the projects. 

Have frequent one-on-one discussions with your seniors and manager to discuss your learning path and career goals about Salesforce. 

If you are a fresher looking to gain some work experience, apply for an internship with an organization that uses Salesforce. You can also take up some freelancing projects to gain experience in the Salesforce platform. Internships and projects are the best way to obtain practical, hands-on experience when learning Salesforce from scratch. It will help you get the foundational knowledge because you will get a chance to build one of the most basic Salesforce projects.

Mentorship and Community Forums

You can choose a mentor from the Salesforce community to guide you through this journey. Some groups and forums are specifically designed for beginners starting their career in Salesforce. You will learn from their diverse experiences and projects. 

The Trailblazer Community and other online Salesforce communities are the best places to ask questions, clear your doubts, and have discussions if you are a beginner. The forums and communities are also a source of inspiration. 

One of the most innovative and beneficial ways to learn Salesforce from scratch is through Fastrack courses and Bootcamps. That’s what saasguru Salesforce Bootcamp is for.

About the saasguru Salesforce Bootcamp

The most critical part of learning Salesforce is learning with a strategy that lands you a well-paid job in the Salesforce ecosystem. saasguru has kept the skills and placement in mind and has designed a Salesforce Bootcamp.

saasguru Salesforce Bootcamp is a skill building and placement oriented Bootcamp that allows you to access 30+ employers and learn the art of creating a powerful resume and LinkedIn profile. 

The Bootcamp will focus on building three core skills:-

1. Developing Salesforce skills such as knowledge of hands-on applications and the Salesforce platform
2. Working on a Salesforce project that will focus on the project lifecycle, Tools of trade, and functioning as a team
3. Focus on personal branding, soft skills, communication skills, and interview preparation 

You will learn Salesforce from scratch from accomplished, industry renowned Salesforce professionals who will design the training material from the placement and job readiness point of view. And learners will also get three months of work experience certification upon completion of the bootcamp.

So, the Bootcamp is designed keeping in mind the demand of the Salesforce ecosystem.

To Sum Up

Learning Salesforce from scratch isn’t as challenging as it seems, provided that you choose the right platform and multiple learning methods. Your journey depends upon many factors, like where you currently stand in your career and what options you would like to explore in your career to grow professionally. Based on your goals, kick start your Salesforce career by enrolling in the saasguru Salesforce Bootcamp.

Use Coupon Code BLOG20 to avail flat 20% discount on saasguru Programs.

Frequently Asked Questions (FAQs)

1. What are the different ways to learn Salesforce?

There are several ways to learn Salesforce:
a. Trailhead: Salesforce’s free online learning platform with interactive modules and guided learning paths.
b. Salesforce Official Documentation: Comprehensive documentation provided by Salesforce itself.
c. Online Courses: Various online platforms offer Salesforce courses, both free and paid.
d. Instructor-led Training: You can attend instructor-led training sessions offered by Salesforce or authorized training partners.
e. Community Events: Participate in Salesforce community events, webinars, and user groups.
f. Practice and Hands-On Experience: Work on projects, create custom applications, and gain hands-on experience.

2. Can we learn Salesforce in 2 months?

Learning Salesforce in two months is possible, but it depends on your prior experience with technology and software. If you have a background in CRM systems or other programming languages, it may be easier for you. However, Salesforce is a robust platform with many features, so mastering it in such a short time may require focused effort and dedication.

3. What are the most important concepts to learn in Salesforce?

Some essential concepts to learn in Salesforce include:

a. Objects and Fields: Understanding the basics of Salesforce data structure.
b. Workflows and Process Builder: Automating business processes.
c. Reports and Dashboards: Analyzing and visualizing data.
d. Apex: Salesforce’s proprietary programming language for custom development.
e. Visualforce and Lightning Components: Creating custom user interfaces.
f. Security Model: Managing user permissions and data access.
g. Integration: Connecting Salesforce with other systems.

4. What are the different communities and forums where I can connect with other Salesforce learners?

You can connect with other Salesforce learners and experts in various online communities and forums, including:
a. Salesforce Trailblazer Community: An official Salesforce community platform.
b. Salesforce Stack Exchange: A Q&A site for Salesforce developers and administrators.
c. Reddit: The Salesforce subreddit, where users share knowledge and experiences.
d. Salesforce Developer Forums: Official forums for developers to discuss topics and seek help.

5. What are the challenges of learning Salesforce from scratch?

Learning Salesforce from scratch can pose some challenges:
a. Complexity: Salesforce is a robust platform with various features, and it can be overwhelming for beginners.
b. Technical Background: If you lack a technical background, understanding concepts like data modeling and programming may take time.
c. Frequent Updates: Salesforce regularly releases updates and new features, requiring continuous learning to stay up-to-date.
d. Hands-on Experience: Practical application is crucial in mastering Salesforce, and finding real-world projects can be a challenge for beginners.

6. Which companies use Salesforce?

Salesforce is widely used across various industries and company sizes. Some well-known companies that use Salesforce include:
a. Coca-Cola
b. Amazon
c. American Express
d. Toyota
e. Adidas
f. T-Mobile
g. Bank of America
h. Hilton
i. Spotify
j. Salesforce itself uses its platform extensively.