Mastering Sales Cloud

Follow the Trailheads

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As of February 3, 2022

Getting to know a platform like Salesforce definitely requires patience, but it’s equally important to have the right tools. It’s hard for beginners to know where to start. Salesforce is a big, powerful system in which you can easily find yourself lost, and discouraged. The ideal solution, obviously, is to work alongside colleagues who understand Salesforce and get a little help to start each project. Sounds good! But not every workplace has internal teams with Salesforce experience.

That’s where Trailheads come into play: they’re targeted guides designed to help you dive deeper into specific subjects in digestible chunks. They cover a wide variety of topics related to Salesforce.

Here are several guides that cover Sales Cloud basics to help you to become an accomplished administrator, or at least a very well-informed user.

1. CRM Basics

The best place to start? The beginning, of course. You’ll get to know the basics of CRM to decide if Sales Cloud is right for you, then expand upon that knowledge with information about lead management, followed by a module on Reports and Dashboards, ending with a summary of the key advantages of the platform.

2. Lightning Basics

Now that you’ve gotten to know the basics, the next step is seeing the big picture. You’ll learn how user-friendly Lightning will make your CRM.

3. Optimizing your sales

Here you’ll discover a range of unique features which will increase your efficiency and make your work more enjoyable.

Whether it’s using Sales Path or managing doubles, creating sales-specific reports or even reviewing the features available with Einstein AI, you will learn how to optimize your Sales Cloud.

4. Lay the groundwork for becoming an administrator

Use guides for all levels: beginner, intermediate, and advanced.

If you’re interested in managing and configuring Salesforce, you’ll definitely pick up some key concepts, and will be well on your way to achieving certification as an administrator.

Whether it’s understanding Salesforce’s data models or managing apps, all the way to the more complex security features, you’ll learn a number of helpful basics that will allow you to effectively structure your Salesforce environment.

5. Automate without coding

At this point, you should be familiar with the environment, and you’ve got it well configured. All that’s left is to spice it up. Streamline your processes by using Flow or ProcessBuilder, add in your approval process and let the magic happen!

This article has only just scratched the surface when it comes to Trailheads. There are plenty of other subjects to tackle in future posts. We can explore Service Cloud, Marketing Cloud, Community Cloud, or even IOT. Stay tuned….and until then – happy trailheads!

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