3 simple tips for improving your Salesforce skills

Salesforce is an amazing program that can improve your customer relationships and business as a whole. However, there is a learning curve with it. Don’t get us wrong––the software is amazing. But if you aren’t tech-savvy or haven’t used CRM software in the past, you’ll need a bit of time to familiarize yourself with the functions and features.

Of course, there are plenty of books and websites dedicated to the topic, sometimes these resources are difficult to track down. Of course, we would be remiss if we didn’t mention Trailhead, which is Salesforce’s amazing free training site. This site is one of the best ways to learn and grow within the platform. If you’re interested in checking out Trailhead, click here.

We wanted to give you some quick tips that you can use in addition to the resources mentioned above. Are you ready for them?

Watch YouTube. YouTube isn’t just a place to watch cat videos or music videos. It’s also home to hundreds of Salesforce users who regularly upload videos regarding tips, tricks and insights. Brainiate created a helpful list a few years back that you can access here. You can also use the YouTube search tool to find videos on Salesforce-specific topics catered to your individual interests.

Join a Salesforce group on LinkedIn. LinkedIn is home to dozens of Salesforce groups including Salesforce Power Users, Salesforce Certification and Salesforce Developers. Each of these groups features thousands of members with years of experience and knowledge that they’re happy to share. Join a group, post your question in the forum and start learning.

Register for a Salesforce-sponsored webinar. No time to do research on your own? No problem. Salesforce regularly hosts webinars on an array of relevant topics including marketing mindsets, how-to demos and customer retention tips. To view a full schedule of upcoming events, click here.

Don’t let Salesforce’s versatility prevent you from using it to your businesses’ advantage. A little bit of research can bolster your skills and help you feel more confident.