3 Salesforce Training Methods To Look out for In 2022

CRM is a powerful platform for connecting with customers, partners, and provides services like marketing automation and analytics to the companies.  Research says More than 88% of Fortune 100 companies use Salesforce”.

As of January 2020, Salesforce enabled the Lightning experience for all companies. So, companies started finding ways to implement new Salesforce Lightning training and adoption strategies at the earliest.

What is the Objective of Salesforce Lightning Training?

The primary objective of Salesforce Lightning Training is to make sure that your users learn and use Salesforce to the fullest capacity.

What are the Benefits of Salesforce Lightning? 

Some key benefits that you must know about Salesforce Lightning: (Before switching from Classic to Lightning) 

  • Lightning Experience – modern, beautiful User Experience (UX) 
  • Lightning Knowledge – provides answers to your questions 
  • Lightning Components – modern UI framework with responsive user interface 
  • Lightning App Builder – create customer pages easily and quickly 
  • Lightning Bolt – view, modify, and create data needed for their specific industry solution 
  • Lightning Design System (LDS) – easy for you to build applications

Here’s a guide that we put together to discuss in detail the Salesforce Classic to Lightning switch, wherein we covered: 

  • Why do you need to migrate from Salesforce Classic to Lightning? 
  • How do I learn Lightning in Salesforce? 
  • How long does it take to learn Salesforce? 
  • What Does Salesforce Lightning do? 

Companies spend thousands to millions a year on Salesforce. But, to make it a fool-proof investment you need to provide Salesforce Lightning training to your end-users to get the maximum out of it. 

This brings us to an important question – What are the training methods for Salesforce?

Well, let’s get to it then. 

The three most common Salesforce Lightning training methods are: 

  • Trailhead
  • Self-paced and Instructor-led Training
  • Digital Adoption Platform-Apty

Trailhead

Salesforce developed myTrailhead, Salesforce Lightning training platform, and launched it in the year 2014 at Dreamforce. According to Salesforce.com, myTrailhead costs around $25 per user per month and is an add-on to standard Salesforce licenses, which include Service Cloud, Sales Cloud, and the Salesforce Platform.

Trailhead uses a set of interactive online tutorials that train administrators and developers with a proper guided learning path to code for the Salesforce platform.

Trailhead uses a set of interactive online tutorials that train administrators and developers with a proper guided learning path to code for the Salesforce platform. Trailhead is a free training resource, featuring more than 150 individual training modules and 25 Projects that provide hands-on learning via step-by-step instructions. Trailhead award badges for completion of tasks which brings in the fun for learners. Trailhead content has four trails, identified by role and experience level.

Beginner

  • Admin Trail
  • Developer Trail

Intermediate 

  • Admin Trail
  • Developer Trail

Certifications – Paid

  • Salesforce Developer
  • Salesforce Administrator
  • Salesforce Technical Architect
  • Salesforce Marketer
  • Salesforce Consultant

Costs for the above-mentioned Salesforce certification varies from $200 to $6,000. Salesforce Technical Architect certification alone costs $6,000. The remaining certifications are either $200 or $400.

The Salesforce Lightning training offered on Trailhead through certifications is designed for admins, developers, and consultants. It’s not the best fit for the end-user trainer.  

Self-paced and Instructor-led Training

Self-paced and Instructor-led Training

1. Stony Point- stonyp.com

Stony Point is a Salesforce Lightning end-user training provider where you have the flexibility of virtual and onsite Salesforce training programs. According to forcetalks.com, their online learning program cost is between $300 and $4000.

Stony Point offers two types of training,

  1. Technical training 
    • Salesforce Administration & Configuration in Lightning Experience  
    • Salesforce Certified Sales Cloud Consultant  
    • Salesforce Certified Service Cloud Consultant  
    • Developing Salesforce Lightning Web Components and many more. 
  2. EndUser training 
    • Salesforce Lightning Experience for Sales Leaders 
    • Salesforce Reports & Dashboards in Lightning Experience  
    • Salesforce for Marketing Users in Lightning Experience and many more. 

2. Udemy

Udemy offers a variety of Salesforce Lightning training courses ranging between $40 and $300. During the flash sale – you might be able to do a $300 course for only $25. 

Some of the popular Salesforce Lightning courses that are offered by Udemy are,

  • The Complete Salesforce Classic Administrator
  • Salesforce Platform App Builder
  • Salesforce Service Cloud Consultant
  • Complete guide to Salesforce Lightning Development

3. Simplilearn

Simplilearn offers several self-paced and instructor-led Salesforce Lightning training courses that cost around $300 to $1,500, according to forcetalks.com. These training programs have drawn positive reviews for their quality and user experience. Salesforce courses that are available in Simplilearn,

  • Salesforce Administrator & App Builder
  • Salesforce Administrator
  • Salesforce Platform App Builder
  • Salesforce Platform Developer I (Apex and Visualforce)

There are some other training resources available as well:

Cheat Sheets

  • To rapidly identify shortcuts to features and reporting techniques there are dozens of cheat sheets available. Bookmarking every shortcut, accompanied by step-by-step instructions and screenshots that are handy navigational guides is the notable benefit of Cheat Sheets.
  • Example Apex code Cheat Sheet, Visualforce Cheat Sheet.

Developer Workbooks

Salesforce platform details are available through a sequence of tutorials that are available in different workbooks.

Some Salesforce Workbooks: 

  • Some Salesforce Workbooks
  • Force.com Workbook
  • Apex Workbook
  • Visualforce Workbook
  • Force.com Integration Workbook
  • Database.com Workbook
  • Site.com Workbook

Salesforce YouTube 

  • Several Salesforce YouTube channels are available with multiple videos for Salesforce Lightning training.

LinkedIn Learning

  • Similar to YouTube, many videos are available on LinkedIn for Beginners, Intermediate and Advanced level of users.

Note: YouTube and LinkedIn Learning videos are go-to resource only for beginners or new administrators of Salesforce because it cannot train your end-users 100%. 

Zero to Hero Blog series 

  • This blog series will take a new Salesforce administrator, from Zero to an Admin Hero. Users visit the blogs posts frequently for reference purposes.

Digital Adoption Platform – Apty

The above-mentioned Salesforce Lightning training resources are highly useful for individuals looking to become Salesforce admins or developers but are not the best fit for your average end-users.

Digital Adoption Platform – Apty

After spending a ton in procuring and implementing Salesforce, don’t you want your employees to adopt it quickly? Most employees don’t need a certification to use Salesforce in their daily jobs. How can you provide the right training on the job?

Apty enables the employees to use Salesforce to the fullest capacity and complete the task quickly and effectively. Digital Adoption Platform reduces 60-70% of Salesforce Lightning training time and increases the employees’ productivity.

By leveraging Digital Adoption Platform for Salesforce Lightning training, you can  

  • Onboards new users and provide ongoing guidance to existing users  
  • Eliminatthe need for costly and ineffective training programs. 
  • Provide real-time guidance to your end-users 
  • Never waste time or energy leaving the screen, watching time-consuming video tutorials, or pouring over manuals and FAQ pages.  
  • Create tooltips and engaging content 
  • Reduce the occurrence of errors made by your employees 
  • Get real-time product usage analytics and create customized walkthroughs 
  • So, you can identify the employee pain points and address the same by creating engaging walkthroughs 
  • Automate mundane tasks 
  • You can automate Salesforce tasks, which not only saves time but also makes your employees comfortable to use the application 

Here is the sample video that shows how Apty helps in Salesforce adoption,

That’s one of the reasons, why organizations like Boeing, Delta Airlines, TD Bank, and others leverage Apty. This is the new and emerging digital transformation trend that helps businesses to grow faster and increase ROI. If you want your employees to make use of this growing opportunity and increase the productivity of business TRY APTY!

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Revanth Periyasamy

Revanth Periyasamy

Revanth is a B2B Marketer who has a definite flair for outreach and networking, alongside being a prolific writer. As an author, he enjoys exploring all things related to about digital adoption and transformation. When the 'B2B Marketing ninja' mask is off, Revanth is an ardent tech geek, a lover of road trips and sports enthusiast who plays badminton, cricket or any sport, really!

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