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Salesforce

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that enables businesses to manage and analyze customer interactions efficiently. 

Overview


Salesforce is an excellent platform since it is a market-leader in CRM. Salesforce has a range of platform offerings that are highly customizable. Salesforce learning offers:

· Transferable skills in CRM, cloud computing, and business processes

· Insight into sales, marketing, and customer service operations

· Diverse certification paths for professional growth

Strengths


· Sales, Service, Marketing, Commerce, Analytics platforms, which are referred to as "Clouds"

· Customizable and scalable infrastructure

Weaknesses


· Complexity - Salesforce may be overly complicated for small businesses

· Challenging process automation

Skills


· Platform and application design

· Business analysis and requirements

· Process automation

· Analytics

Entry Level Certifications
Certification
Training Cost
Exam Cost
Associate
Free
$75
Business Analyst
Free
$200
Administrator
Free
$200
UX Designer
Free
$200

Associate

Salesforce Associates support the administration and customization of the Salesforce platform by assisting with basic tasks such as data entry, user support, and report generation. They help maintain data quality and provide initial troubleshooting and training to users. This role serves as an entry point into Salesforce administration, often under the guidance of a more experienced Administrator.

5-8 hours of studying, with most used for completing hands-on assignments in Trailhead (Salesforces’ training environment).

Test Difficulty

Responsibilities

Business Analyst

Salesforce Business Analysts act as a liaison between business stakeholders and the technical team to identify requirements, design solutions, and optimize Salesforce implementations. They analyze business processes, gather and document requirements, and ensure that the Salesforce platform effectively supports business goals and workflows. They also assist in testing, training, and supporting users to enhance productivity and adoption.

10-20 hours of studying, with about half devoted to hands-on learning, and the other half in completing practice exams.

Test Difficulty

Responsibilities

Administrator

Salesforce Administrators manage and customize the Salesforce platform to meet business needs, ensuring optimal performance, data integrity, and security. They handle user management, data imports/exports, and create reports and dashboards for actionable insights. Additionally, they provide user support, training, and maintain system updates and integrations.



20-30 hours of studying, with about half devoted to hands-on learning, and the other half in completing practice exams.

Test Difficulty

Responsibilities

UX Designer

Salesforce UX Designers focuse on creating intuitive and user-friendly interfaces for Salesforce applications by conducting user research, designing wireframes, and prototyping solutions. They ensure the user experience is seamless and aligns with business objectives, enhancing user satisfaction and productivity. Their role involves collaborating closely with stakeholders, developers, and business analysts to implement design solutions that meet user needs and business goals.

10-20 hours of studying, with about half devoted to hands-on learning, and the other half in completing practice exams.

Test Difficulty

Responsibilities

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