Ready to Launch Your Career in Salesforce? Discover the Roadmap to Becoming a Certified Associate and Unlocking Maximum Earning Potential!

Unlock Your Earning Potential with Salesforce Certification!
Abhishek Founder & CFO cisin.com
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Contact us anytime to know moreAbhishek P., Founder & CFO CISIN

 

Switching careers can present several hurdles. From entry barriers to income losses, career changes may present numerous difficulties; yet Salesforce stands out as an exception: many newcomers are landing well-paying positions within its Ecosystem.


Description Of Salesforce.

Description Of Salesforce.

 

Let's first define what Salesforce is. Salesforce is a SaaS CRM platform. Still, trying to understand? Don't be; cloud computing refers to services delivered over an online browser or app, and "Software as a Service", such as Netflix and Spotify, are examples of SaaS services.

Customer Relationship Management, or CRM, is something every business relies upon for customer relations purposes.

CRM software keeps track of who your customers are, the products they purchased from you and any interactions or correspondences between you two that might occur between interactions between two people or businesses.

If you own a salon, keep track of regular clients in a book or spreadsheet for client management; caterers also rely on this system.

However, for corporations with over 10,000 employees, CRM software may be installed directly onto servers; instead, it delivers its service through a browser-based interface.

After 21 years since Salesforce was first created, they now hold over 20% of the CRM market share. Since its founding, Salesforce Soap API has created various products designed to connect companies to customers; Sales Cloud being just one of them.

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Why Is Working For Salesforce So Profitable?

Why Is Working For Salesforce So Profitable?

 

Considered here are four compelling arguments as to why Salesforce careers stand apart.


1.You Can Also Contact Us.

Salesforce's statistics are astonishing: 24% market share, 20% YoY growth rate and revenue over $30B!

Companies face an unprecedented demand for skilled professionals capable of improving, maintaining, implementing and driving the adoption of new technological systems within their organization.


2.Spending Money

Salesforce's statistics are astonishing: 24% market share, 20% YoY growth rate and revenue over $30B!

Companies face an unprecedented demand for skilled professionals capable of improving, maintaining, implementing and driving the adoption of new technological systems within their organization.


3.Flexible Work

As a cloud company, Salesforce can and does offer remote work options for most roles within its company. Since the Covid-19 Pandemic outbreak, it's even possible for employees to work entirely remotely while other firms provide hybrid environments.


4.The Community

Salesforce can assist in your new career journey.

Salesforce boasts one of the world's largest communities in technology. Filled with professionals of varying experience levels who all strive to help, no matter their level.

There will always be someone ready and willing to lend support, regardless of your expertise level.


How Can Anyone Work For Salesforce?

How Can Anyone Work For Salesforce?

 

Sounds exciting? Imagine yourself working in one of the fastest-growing industries. It could happen! Imagine taking on one of these jobs today.

A career change can be daunting, but Salesforce makes the learning experience accessible online, and many individuals have dedicated themselves to Salesforce learning - often succeeding within months in finding employment through this route.

This section will walk you through each step to ensure that your skillset and foundational knowledge will allow for success in Salesforce jobs.


1.Understanding Salesforce

Know Salesforce inside and out in order to secure a role within this Ecosystem. You must understand its functions, uses and reasons behind their adoption by businesses.

Technology experts may find this obvious; however, others must learn more about how digital systems can support business growth while better meeting clients' needs.

One could argue that Salesforce's technical aspects are easier to learn than its business aspects. However, understanding their uses is essential in creating powerful automations and customizations that support your business operations.

Every technical solution should serve a core business need - understanding Salesforce can meet this one is vitally important!


2.Begin Your Training At The Trailhead.

Doesn't it make sense to have a website offering comprehensive training in all aspects of Salesforce for free and at your convenience? Luckily there is such a platform - there's even one!

Salesforce Trailhead was developed to help young adults acquire vital skills for business success. The interactive and engaging platform works as follows:

Modules are the basis of Trailhead. The modules are divided into different sections or units. These lessons end with a test and a hands-on activity.

Check out the Salesforce Platform Basics Module to understand what we're discussing.

  1. Trails can also be created out of modules. A trail consists of various combinations of modules that lead the learner down a particular learning path; Salesforce Platform Basics, for instance, serves as the inaugural module on an Admin Beginner Trail.
  2. Most modules show you how to integrate live functionality with Salesforce orgs. First, you must establish a Trailhead Playground environment.

3.Dive Deep Into The Neighbourhood.

Salesforce's community offers something fun and fulfilling for people of any background or experience level - you should not attempt to build your career alone, however! Some resources will assist in expanding your network:

  1. Salesforce Trailblazer Community Salesforce provides this forum as an assistance hub; someone is always there to advise or guide your career development.
  2. Twitter: Twitter provides an ideal environment for newcomers looking to learn and interact with others online, while Salesforce Ohana's Twitter Starter pack: Who and What To Follow, can provide invaluable help getting underway. Read this post from Salesforce Ohana today if you want more guidance to begin exploring this social network!
  3. Community Trailblazer Groups Are you seeking something more personalized? Join one of the local Salesforce user communities! These groups are managed by a global volunteer staff that share knowledge with and network among fellow Salesforce users.
  4. Slack There are various Slack communities you can easily join free of charge; visit our article about the top Salesforce Slack Communities for details.
  5. Other Groups You can find a lot of different groups depending on the platform you prefer.
    1. Subreddit Salesforce
    2. Salesforce Discord

Soon enough, you will realize that you aren't the only person on this journey - others are learning alongside you, and everyone can work toward finding success together.


4.Obtain Salesforce Certification

Once you've learned Salesforce, the next step should be becoming certified. With over 35 Salesforce certifications available covering various products and disciplines - and experience levels - certification provides another pathway towards growth in Salesforce.

Most jobs will require at least a Salesforce certification, with Associate being most essential for beginners. Administrator certification follows closely in importance.

Starting here should be your initial step on your quest to becoming a Salesforce Professional, showing potential employers that you understand its platform.

It may not be simple, but anyone willing to put forth effort in learning their platform has an equal shot at passing the Salesforce Certified Administrator Exam.


5.Experience Salesforce

Finding work experience may help, although most employers require some form of it for job application considerations.

At its heart lies a familiar struggle: You need experience to find work; conversely, you will only get jobs with prior work experience.

Your journey towards becoming an expert Salesforce administrator begins now; therefore, you must get creative! Come up with creative solutions! Obtain experience without necessarily needing an 8-5 job.

  1. Superbadges: Superbadges is similar to Trailhead Modules in that you must develop innovative solutions to difficult business issues. Accumulating Superbadges adds significantly to your resume.
  2. Volunteering: Volunteering within the Salesforce ecosystem is an excellent way to gain experience while supporting an important cause. Check out our guide on how to start volunteering today.
  3. Real-World Projects: Even as a learner, real-world projects are still possible. An efficient strategy for accomplishing real projects would be creating a Salesforce Developer Org that meets client specifications before gathering requirements for it.

Read More: The Role And Importance Of A Salesforce Implementation Consultant


Where Can People Find Work?

Where Can People Find Work?

 

Once you have acquired these skills, you can apply for various jobs and companies.

Based on your experience and interests, choosing the appropriate path should be easy. If you have experience managing projects, it might become clear that Salesforce Consultancy would be ideal.

No prior IT experience? Not to worry! Many success stories exist of people becoming Salesforce professionals without prior experience in IT.


The End User Roles

Businesses that purchase Salesforce often require internal support staff through Salesforce administrators and Business analysts to support the implementation and ongoing management.

Here is an outline of some roles you could consider hiring:

Salesforce Administrator: An administrator in Salesforce helps organizations optimize its use with "clicks, not code." An admin's primary responsibility is ensuring the system functions for its users by adding functionality through clicks rather than code, building new features, fixing bugs and training them accordingly.

Salesforce adminship offers the perfect entry point if you still need IT experience- look at their career page to discover how you can become one!

Salesforce developer: Developers on Salesforce extend its functionality using code. Their services may be necessary when more complex business needs cannot be fulfilled with standard functionality alone; developers also integrate other systems using Middleware or APIs.

You can start as a Salesforce developer if you already possess prior coding experience - you'll learn all you need on Salesforce's career page!

Salesforce marketer: Salesforce marketing products enable businesses to optimize performance and run campaigns more effectively.

Marketing Cloud and Pardot are the two primary products used for this purpose, making this an excellent place for those with experience in marketing to start learning how they can become Salesforce Marketers by visiting its career section.


Consultancy Roles

Salesforce implementation is another common job within organizations, helping customers when they first purchase it and setting them up on Salesforce.

For successful implementation, one needs a deep knowledge of both technical and business aspects - with customers paying high day rates to access this expertise; many consultancies provide training programs for junior staffers, but usually, prior experience is preferred.

Salesforce business analyst: Business Analyst (BA) refers to someone who analyzes company processes to establish which work and which don't, then creates user requirements that will be utilized during Salesforce netsuite integration.

Sometimes the roles of functional consultant and BA are combined. You can learn more about becoming a Salesforce Business Analyst by visiting its career section.


Salesforce Functional Consultant

Knowledgeable about all features of Salesforce and experienced at translating user needs into solutions implemented using "point-and-click" technology, consultants help transform them into Salesforce solutions that address them effectively without the need for extensive coding or programming skills.

Sometimes consultants may also collect additional requirements and train new users; to become one is best left to those with experience working as consultants - find more on becoming one at their career page on Salesforce.

Site Architect Though this role can exist within any end-user company, consulting firms tend to employ people in this position more commonly.

An ideal Salesforce Architect needs to have extensive knowledge of business processes, Salesforce products and the broader Salesforce ecosystem as they oversee complex solutions ensuring their successful execution - you can learn more by visiting Salesforce's career section!

The developer is very similar to employee work; the only difference being you will work for multiple clients rather than one employer.


Roles for AppExchange

Salesforce AppExchange Partners are also common roles. They develop products using Salesforce platform technologies like Document Generation Tools or Accounting Packages they sell on this marketplace.

Companies within Salesforce range in size from 10 employees up to over 1000 workers - offering anyone seeking their first break a great opportunity in Salesforce.

Implementation Experts, Each application built for Salesforce must undergo implementation. While Salesforce Admins are generally capable of this, more complicated apps such as CPQ or Accounting might need professional installation to work optimally.

ISVs often employ specialists that can assist with this aspect. Research the types of apps available based on your experience; you might even get hired due to that alone!

Support roles: As with apps in general, most will provide ongoing support similar to what was outlined earlier.

Take a look at what apps may be available if this topic interests you.

Additional Roles: AppExchange companies will have multiple roles available, from sales, pre-sales and marketing roles, as well as specialist implementation roles to choose from.


Job Applications for Salesforce

Job Applications for Salesforce

 

Once you have gained knowledge and experience, you should then be ready to apply for jobs. Being focused and motivated at this point are keys if you hope to secure employment; chances are slim you will land the first one you apply for; therefore, it is wise to explore various possibilities until one suits you perfectly.

Beginning a long-lasting career can begin with just one job!


Find Roles

Search companies hiring Salesforce professionals using various techniques; here are some ideas to get you started:

Salesforce Jobs: Created specifically to offer Salesforce professionals access to an exhaustive job board, search all open positions and submit applications on-platform!

AppExchange: AppExchange and Consulting Partners listed on Salesforce AppExchange are ideal opportunities to apply.

Before exploring their websites to identify open positions, please familiarize yourself with each company's landscape.

Recruitment: As Salesforce's job market expands, so too has recruitment. Salesforce recruiters work tirelessly to find you an appropriate position.

Create Talent: Revolent offers free training on Salesforce, certification, and practical experience, making their services worth exploring.

Though recruiters generally hire fewer junior employees, they can still serve as valuable resources and form valuable relationships.

Companies like Mason Frank, Third Republic and Computer Futures are among some of the premier recruiters.


Guide & Tips For Salesforce Associate Certification

Guide & Tips For Salesforce Associate Certification

 

Salesforce Certified Associate is the new entry-level certification designed for Trailblazers with less than six months of experience using Salesforce.

This new certification no longer relies solely on practical experience to validate the foundational knowledge of Salesforce users; rather, it certifies foundational understanding to empower end-users of this software solution. Knowledge required of Customer Relationship Management includes what business problems it solves and understanding how Salesforce can automate or transform teams or processes using it.

This certification is vital for anyone considering or already on their path toward pursuing a Salesforce Career.

Feedback in the community often suggests that certification isn't worth its weight because it doesn't assess technical knowledge; after taking my test, I can attest that more technical know-how than one may expect was needed for successful passage.

Furthermore, this certification offers three primary advantages.

  1. Salesforce can be overwhelming for many to navigate; there is so much available information and options that it is hard to determine whether this technology/community/career path is appropriate for them. Certification allows these individuals to select a path and decide if this career/technology/community path will meet their individual goals and pursue it further.
  2. Salesforce Certified Administrator exams can be challenging due to their scope and depth, serving as a stepping stone from complete novice to certified professional status. Associating yourself with Salesforce team integration is another indicator of dedication toward personal development, which I look for when interviewing candidates for positions.
  3. Due to our skills gap and increasing need for Salesforce staffing positions, additional resources must be found quickly and affordably. While a Salesforce Associate might not prepare them to understand every facet of Salesforce software, educating, empowering, and informing may enable someone to advise businesses better and enlighten their knowledge on its capabilities. Once businesses gain an idea of the individual's potential, they could invest money to become certified Salesforce professionals themselves.

Read More: Unleashing the Power of Data Insights with Salesforce Analytics Cloud


Examination for Salesforce Certified Associate

Examination for Salesforce Certified Associate

 

Salesforce Certified Associate certification can benefit anyone with 6-months or less of Salesforce experience who would like to change careers, although Salesforce says no technical experience is needed; indeed, the certification can even be acquired without prior knowledge, making this ideal preparation for becoming a Salesforce Administrator later down the line, though not necessary!

Salesforce Associate certification aims to prepare Trailblazers for careers within Salesforce by validating foundational knowledge about what this platform does and its value proposition.

Exam topics are divided into four categories:

  1. Salesforce Ecosystem: 32%
  2. Navigation: 28%
  3. Data Model: 25%
  4. Reports and Dashboards: 15%

The Key Topics

The Key Topics

 


1.Salesforce Ecosystem: 32%

This section of the test is the largest and most weighty. All elements of the Salesforce ecosystem will be covered, such as:

  1. Learn and use Salesforce Learnings with these resources:
    1. Trailhead
    2. Trailhead Playgrounds
    3. Developer Orgs
    4. Trailblazer Community
    5. Community Groups
    6. Salesforce Help
  2. When a specific product or cloud is required, the Salesforce suite of products and services is available:
    1. Sales Cloud, Service Cloud (Health Cloud), Experience Cloud (Nonprofit Cloud), Nonprofit Cloud and CRM Analytics use cases
  3. What Customer 360 is and how companies use it
  4. The business benefits of CRM platforms
  5. Multi-tenancy Salesforce platforms and architecture
  6. What specific roles, such as Administrators, Business Analysts and Developers do?

2.Navigation: 28%

This scenario-based test will evaluate your knowledge of all available features such as licenses, organization settings and company info, Kanban boards, search, personalization features, tabs and languages.

You should be familiar with global changes and where individual users can change their settings, including locale or password, adding phone number, etc.

Be familiar with both AppExchange and user management; be able to identify where in Setup basic customization occurs, as well as know about Lighting App Builder.


3.Data Model: 25%

This exam section will test your understanding of Salesforce's architecture and standard objects; you should know about Accounts, Contacts and Leads.

Your job will be to identify visibility controls based on specific scenarios. To do this, it's essential to understand features like roles, hierarchy, permission sets, types of records, page layouts and field visibility.

Data integrity must be achieved via default values, mandatory fields and validation rules.


4.Reports and Dashboards: 15%

Get hands-on with dashboards, reports and other features to master this section.

Reports:

  1. Report formats, e.g. Tablear, Summary, Matrix and Joined
  2. How to use and create custom reports types
  3. Bucket fields
  4. Conditional formatting
  5. Report Formulas
  6. Limitations on reports, for example. How many records appear in the report
  7. Subscribe to our Newsletter

Dashboards:

  1. Components
  2. Filters
  3. Subscribe to our Newsletter

Study Strategy

Study Strategy

 

Explore the Salesforce Trailhead official exam guide to gain an in-depth view of all the concepts required before taking your exam.

Use it as a useful revision aid - check off each section once you understand its meaning!

Be sure to put these concepts through their paces in the Trailhead Playground, understanding their limitations while breaking them and having a blast!

As Salesforce Certified Associate is designed with practical applications in mind, we suggest doing Cert Prep for Salesforce Certified Associate and Trailhead preparation to gain hands-on experience before taking your certification test.

Their guides offer key topics of understanding relevant to this exam.


Question Format

Question Format

 

The Salesforce Associate Certification consists of 40 multiple choice/multiple select questions with three possible responses for each, making the exam much simpler to pass compared to exams featuring four possible responses.


Exam Strategy

Exam Strategy

 

Over the years, we've collected many useful tips to ensure you pass exams successfully.

If there are concepts you struggle to grasp, print a cheat sheet and memorize them before taking an exam so they stay fresh in your memory.

Pay careful consideration to each question and read them several times since answers to scenario-based queries will provide many hints as to their correct solutions.

Use the provided pen and paper to sketch a role hierarchy, data schema, or diagram that helps visualize an answer more clearly.

Use the elimination process to identify incorrect answers provided by Salesforce quickly. Salesforce frequently produces answers comprised of features or incorrect logic; you may even encounter features that seem correct but fail best practices - this type of behaviour is easily spottable by using standard Salesforce features for accomplishing a task.

"Mark for Review" is another fantastic option that lets you mark each question to review later, which can help if your mind cannot come up with an immediate solution or has doubts.

Once completed, the review will indicate the likelihood that you passed. I always review all my answers regardless of a review being marked, often discovering mistakes I could rectify later!

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Conclusion:

Salesforce certification serves as an introduction to Salesforce sap integration and an ideal way to demonstrate that you possess an in-depth knowledge of their CRM platform, business needs and professional roles it serves.

In essence, becoming Salesforce Certified Professional should follow soon after that!

Salesforce may imply that their exam does not require extensive technical knowledge, but don't think of it as being straightforward; questions tend to be worded to throw candidates off track and, in typical Salesforce fashion, are always presented in such a manner as to cause more questions than anticipated! Achieving success in the Salesforce exam requires an extensive understanding of Salesforce and a deeper technical understanding than anticipated.