All of this can be accomplished via point-and-click configuration. “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. “I would start learning the system as an end-user and as an administrator,” Waldt added. 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. “When someone hears CRM, they’re liable to think that the platform is something of a fancy Rolodex. Salesforce’s ‘ Getting Started’ portal is another great place to start your journey.Īs 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. There are several ‘trails’ you can take, all of which will show what you need to actually learn. Whatever your direction (and platforms you need to learn), you should probably visit Salesforce’s training portal, Trailhead. “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.” Thai Nguyen, Chief Innovation Officer at Salesforce-native project management app Inspire Planner, suggested (sensibly) that your Salesforce training should mirror your career aspirations. 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). 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 $11,778Įven if money isn’t your primary career driver, mastering Salesforce can open up all kinds of interesting doors. From a technologist perspective, mastering the various Salesforce platforms can also prove pretty lucrative, with specialist careeers racking up a median annual salary of $71,175 (according to Burning Glass, which collects and analyzes job-posting data from across the country). When it comes to cloud-based CRM, Salesforce is arguably the largest name in the game.
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