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Salesforce Admin Tutorial for Beginners – A Step-by-Step Guide

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Salesforce Admin Tutorial for Beginners - A Step-by-Step Guide

The Salesforce ecosystem is one of the fastest growing ecosystems in the technology world. Professionals from other technologies and legacy systems are moving to Salesforce to venture out new career possibilities. In today’s situation, the best way to enter the ecosystem is to become a Salesforce Administrator. The Salesforce Admins play a vital role in managing an organization’s customer relationships and CRM platform. So, the demand for Salesforce admins is gradually moving up. In the United States alone, 48k new admin jobs were posted in the year 2018 and the number is still counting. With that, it has become essential than ever before to clear the basics of the Salesforce platform if you are a beginner and want to explore a career opportunity in the Salesforce ecosystem.

If you are a beginner, learn which Salesforce certification is best for you and start your journey. 

This guide will help you become familiar with the essential resources to follow to learn the basics of Salesforce admin. 

Before exploring the resources, let’s briefly look at the history and introduction of the Salesforce platform.

What is Salesforce?

Salesforce is a Software as a Service (SaaS) CRM platform that provides cloud-based applications to organizations to help them manage their customer relationships and data. 

Marc Benioff founded Salesforce in 1999. Salesforce is well-known for its unique and promising features; you can easily integrate it with any other platform, providing quick and efficient data import and export, etc. 

Salesforce was established as a Software as a Service (SaaS) in the initial years but later transformed into the Platform as a Service (PaaS). It is regarded as the most significant customer success platform because it offers Lead Management, Opportunity Management, Account and Contact Management, Sales Forecasts and Enterprise Territory Management, etc.

As an aspiring Admin, it is also crucial to learn the service nature of the Platform. It includes Case Management, Omni-Channel Case Routing, Entitlements, Escalations, etc.

Become a Salesforce Certified Professional

1. Salesforce as Software as a Service Platform:

Users don’t need to download, install, or set up anything on their computer. They just have to log in and use the software applications across the cloud.

2. Salesforce as Platform as a Service Platform:

You can deploy apps using the code created by other developers instead of needing a separate platform to deploy apps. You can customize the code according to your needs.

3. Salesforce as Infrastructure as a Service Platform:

You don’t need to host any app specifically for storing the data. The apps are stored in the cloud.

There are many reasons why organizations are switching to Salesforce:-

Why Use Salesforce?

The Salesforce platform provides better tools and services as a cloud-based platform than any other out there in the market. The organization using Salesforce doesn’t have to deal with lengthy installation and complex maintenance procedures. So, you are relieved of uninstalling and installing newer versions of software like you did in the past. With Salesforce, companies have effortless access to the internet and their data all time as Salesforce provides an uptime of almost 99%.

Unlike other CRM platforms, Salesforce CRM is faster and more affordable. It fulfills the needs of all sizes of companies and organizations. It can be deployed within days, weeks or months depending on the intensity and complexity of the business process, and the focus is not only on the infrastructure but also on its affordability.

A Step-by-Step Guide of Salesforce Admin 

1. Explore the Official Website of Salesforce Admin

Visiting and scrolling through the website will give you a plethora  of resources from where you can learn about Salesforce, particularly about the Salesforce admin role. Furthermore, you will get information about useful videos, webinars, podcasts, and events. You can subscribe to the webinars from the website itself.

2. Salesforce Admin Podcast

Salesforce admin podcast will give you advice and information about new tools of the Salesforce ecosystem. It is conducted by the real Salesforce Admins who contribute their time and energy to making the Salesforce ecosystem a better place. They are transforming their communities, organizations, and careers. So, there is no better way to start as a Salesforce admin beginner than to listen to the experiences and stories of the admins themselves.

3. Trailhead and the Trailhead Community

Complete Salesforce Admin Beginner trail on Trailhead to master Salesforce’s basic concepts and features. You earn points and badges while doing that which is a feel-good factor and soon can become a Trailhead Ranger once you complete 100 badges. Salesforce Trailblazer Community will give you insights into others’ work and experiences. You can clear your doubts and learn from their experiences to perform better in your job role. Answer other’s questions on the day-to-day challenges people face. Again, there are two benefits for doing that. One, you learn about the challenges and how to tackle them and two, you earn points for answering the questions. If you do this consistently you could find yourself featured in the answers leaderboard. So, the Trailhead and Trailblazer community keep you motivated to keep yourself updated and help the community.

4. Get Hands-On Experience

You can work on real-life projects or find a job in the Salesforce ecosystem to get experience. Getting some background will help you better understand the working and features of the Platform. Another way to get hand-on experience is to volunteer your skills to a non-profit organization who uses Salesforce. That way, the organization can get their Salesforce system in place and you get experience and acquire skills along the way. Helping a non-profit is a noble thing to do in today’s world and it will give you a sense of satisfaction to give back to the community. Once you have got some experience, document it and showcase it on your resume. You can include the kind of project that you worked on, the level of complexity, etc.

5. Stay Connected to the Salesforce World

Stay engaged and involved in the Salesforce ecosystem by attending webinars, events, and conferences frequently. Find the events near you and follow them to know what it feels like to be a part of the system and learn something new. Attending the events will teach you more about the functioning of the Platform, and it is the best place to build connections. Who knows you might find a mentor there.

6. Join an Online Course and Learn Through Innovative Methods

If you are a beginner, it would be best to subscribe to an online course. Doing so will guide you and streamline your preparation for the Salesforce Administrator certification. You will also get mock exams and practice tests necessary to strengthen your preparation for the certification exam.

Click here for the ultimate Salesforce admin exam guide – explore the updated admin syllabus, exam pattern, certification cost, registration & preparation tips.

Get your Salesforce Certifications on the first go

To Sum Up

To get started with Salesforce, use Trailhead. Trailhead is the best resource for beginners just starting their journey in Salesforce. Learning Salesforce can initially seem daunting, but with the right strategy and guidance, you can obtain the Salesforce Admin certification in as little as two weeks. So, enroll in the saasguru’s Salesforce Admin course and begin your journey.

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