What Should I Learn Before Salesforce?

With wide-ranging applications and functionalities, Salesforce has become an essential tool for businesses of all sizes. If you’re considering a career in Salesforce, it’s important to be prepared with the necessary skills and knowledge to succeed. Read on Is Salesforce still a good career?

For example, Coding is one skill you require if you pursue a career in Salesforce development. Learning to Code adds value to your Salesforce career and job experience. But If you want to learn Salesforce without coding, there are a few tools that can help you achieve this. For example, the Lightning App Builder tool allows you to create custom interfaces and pages without writing any code. 

You may also wonder if you can start your career in Salesforce without experience. The answer to both is ‘yes’. If you are dedicated and dedicated to becoming proficient in Salesforce, you can open up new career doors for yourself.

In this blog, we’ll discuss what you should learn before Salesforce to help you prepare for certification and career success.

Understanding of CRM

Before diving into Salesforce, it’s essential to have a strong understanding of what CRM is and how it works. This will help you understand how Salesforce can benefit businesses and how it can be used to manage customer data and interactions. The basics of CRM include its history, benefits, and common applications.

Salesforce Fundamentals

Salesforce has its own set of terminologies and concepts that you should be familiar with before diving deeper into the platform. This involves an understanding of data security, reporting, and dashboards, as well as familiarity with fundamental features such as custom objects, fields, and connections.

Business Analysis

A strong understanding of business analysis is also helpful for working with Salesforce. This includes knowledge of business processes, requirements gathering, and project management. Familiarize yourself with common business analysis methodologies, such as Agile or Waterfall.

Database Management

Salesforce is a database-driven platform, which means it’s important to have a good understanding of database management. Learn about database concepts like tables, fields, and relationships and how to manage data using SQL or other database management tools.

Certifications

Salesforce provides a number of certifications that showcase your knowledge of the platform. Make sure you understand the concepts included in the certification exam before seeking certification.

Summing Up

In conclusion, before starting your Salesforce journey, it’s important to have a basic understanding of CRM, Salesforce fundamentals, business analysis, database management, and the certification path. 

If you’re interested in pursuing a career in Salesforce, saasguru can help prepare you for success. Sign up today!