Where to get started in Salesforce? I’m new to this ecosystem, how to learn Salesforce? What is the best way to switch to Salesforce from other technologies? People quite frequently post these kind of questions in Salesforce forums and the most common response to all these questions is an incomplete, one-line answer “Check Trailhead”!

Though the answer is right, I have seen the newbies get confused about where to get started in Trailhead.  Because when they check trailhead, there are many number of trails and modules.  They do not know which trail/module to pick first, which is the most important trail/module to get started in Trailhead.  Yes, there are filters for – “Admin | Business User | Developer” and also “Beginner | Intermediate | Advanced”.

Even if you choose the most basic “Admin – Beginner” filter, there are 48 Trails and whopping 76 Modules! That’s a lot of trails/modules to get started specially when there’s no indication which module to pick and which one is the basic-basic.

In this blog post, I’ve identified the important modules among these 76 modules for any beginner and also “sorted” them in the order in which they need to learn.  That is the key learning from this post – which modules to pick in the Admin-Beginner level.

1. SALESFORCE ECOSYSTEM

These 6 modules help you to know What/How/How of Salesforce, its ecosystem and also about the #Ohana culture.  If you already know about the Salesforce success model, its ecosystem and benefits you can skip this section.  But this is very important to know.

2. THE VERY BASICS OF SALESFORCE

  • Salesforce Platform Basics – Get introduced to the platform, navigate use cases, and build your first app.
  • CRM Basics – Get started with navigating Salesforce CRM and personalizing your experience.
  • Salesforce Basics – Get introduced to Salesforce and Lightning Experience.

3. SALESFORCE CUSTOMIZATION

  • Data Quality – Strategies for assessing and improving the quality of your data in Salesforce.
  • Data Modeling – Give your data structure with objects, fields, and relationships.
  • Accounts & Contacts – Discover how accounts and contacts work together in Salesforce.
  • Leads & Opportunities – Power your sales process with leads and opportunities in Salesforce.
  • UI Customization – Customize your app’s user interface without code.
  • User Management – Set up users and control how they can view or edit your business data.
  • User Authentication – Security features two-factor authentication, domains, and single sign-on.
  • App Customization – Customize your app’s user interface without writing any code.
  • App Customization Lite – Customize your app’s page layouts, compact layouts, and actions.
  • Reports & Dashboards – Build real-time reports and charts to visualize key business metrics.
  • Chatter Basics – Develop a Chatter roll out strategy, get started with social collaboration.
  • Data Management – Import and export data in Force.com.
  • Change Management – Safely deploy changes by developing them like apps.

4. LIGHTNING EXPERIENCE

5. EXTRAS

If you complete the above mentioned 4 categories, you can easily say you know a lot about Salesforce and most importantly you will have a strong foundation of the Salesforce basics.

 

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