SaasGuru Logo

How to become a Salesforce Consultant in 2022?

Table of Contents

How to become a Salesforce Consultant in 2022?

Are you wondering how you can become a Salesforce Consultant and stand out from the crowd simultaneously? We will help you and tell you the secret about what employers are looking for in a Salesforce Consultant.

The Consultant is a role attained after much knowledge and experience in the respective field. 

In companies, Salesforce is used for performing multiple tasks like customer support, marketing, application integration, and management. So, to make sure these tools run smoothly, organizations hire a Salesforce Consultant. 

The first thing to become a Salesforce Consultant is getting familiar with the syllabus. So, make sure you are familiar with the syllabus of the consultant exam that you would like to give. It can be a Salesforce Service Cloud Consultant exam or a Salesforce Experience Cloud Consultant exam

Before moving on to see how you can become an extraordinary Salesforce Consultant, you must understand the roles and responsibilities of a Salesforce Consultant.

Become a Salesforce Certified Professional

Roles and Responsibilities of a Salesforce Consultant

A Salesforce Consultant is the first person to contact the company’s clients. It is the responsibility of the Salesforce Consultant to collect all the information about a client’s needs, understand how their business works, and then create a relationship with them. 

  1. A Consultant’s main job revolves around creating and managing the Project plans. 
  2. The Consultant gives his best understanding in creating the needed Salesforce setup. 
  3. Build the mechanism to implement the Salesforce setup.
  4. He also trains and prepares the clients about working and deploying the core project’s capabilities.
  5. The Consultant must know configuration and integration.
  6. He must also have the ability to collaborate with the technical team and change requirements into technical specifications.

Salesforce says that the Salesforce-certified Consultant is indeed contributing to the success of Salesforce customers invaluably. So, the duties of a Salesforce Consultant are of utmost importance.

Let us now see how you can become a Salesforce Consultant.

How to Become a Salesforce Consultant?

Follow these steps to stand out from the crowd and become a Salesforce Consultant with the necessary skills and knowledge.

  • Gain knowledge of the latest technologies and the Salesforce platform. It would be helpful if you gained some experience in Salesforce Admin. 
  • Stay updated with the new Salesforce services and products and the latest happenings on the platform.
  • Once you have a basic understanding of the platform, choose a reliable platform and register for Salesforce Consultant Certification exam prep. The course will help you organize your preparation. Make sure you give enough mock exams and practice tests.
  • Work on your networking skills. That is going to help you make a better Salesforce Consultant.
  • Gain some work experience and good command over the present cloud computing market and industry experience in financial services and retail. 
  • Gain experience in the Salesforce Development environment.

These are the essential steps to follow to become a Salesforce Consultant. Apart from these tips, keep in mind the following things:-

  1. Stay up to date on your skills using Trailhead.
  2. Strategize your preparation based on the Salesforce Study Guide.
  3. Obtain the certification with the help of a Salesforce Consultant training program.

Do you need a technical background to be a Salesforce Consultant?

Having read all the tips and roles and responsibilities of the Salesforce Consultant, you must now be wondering if you need to have a technical background to be a Salesforce Consultant? The answer is very straightforward. You don’t have to come from a technical background to be a Salesforce Consultant. 

With a solid understanding of the Salesforce platform, a non-technical but creative consultant can use process building and workflows to solve business problems in imaginative ways. 

Get your Salesforce Certifications on the first go


Paul Fischer once said that you don’t need to know everything about Salesforce to become a Consultant. You have learned in detail how you can become a Salesforce Consultant. Now is the right time to start working on your basic knowledge and enroll yourself in a course. saasguru platform will provide you with an innovative way of learning where you can be a part of our Slack Community and test your readiness in our global Hackathon. 

Looking for Career Upgrade?

Book a free counselling session with our Course Advisor.

By providing your contact details, you agree to our Terms of use & Privacy Policy

Related Articles

saasguru is Scaling Up with New Seed Funds of 4 Million AUD

saasguru has successfully raised a whopping amount of AUD 4 million in the second seed funding round led by Square Peg Capital on November 29, 2022. Read more.

How To Transition Into a Cloud Career Without Experience?

Explore ways to get a job in cloud computing without prior experience and how to use your certification to get a job in the cloud. Read now!

AWS Certification Types and Their Costs in India 2023

AWS certifications are divided into 4 tiers – the first being entry-level & the 4th being the most advanced. Explore AWS certifications & their costs in India here.

Scroll to Top