8 HOT TIPS TO PREPARE FOR YOUR SALESFORCE CERTIFICATION EXAM

Getting a Salesforce Certification will unlock career opportunities you didn’t know were out there. But first, you need to get it, before you can add it to your CV and LinkedIn Profile. Let me share my 8 hot tips with you how you can pass the exam at 1st attempt so you don’t loose any time to find your Salesforce Dream Job.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

Getting a Salesforce Certification will unlock career opportunities you didn’t know were out there. But first, you need to get it, before you can add it to your CV and LinkedIn Profile. Let me share my 8 hot tips with you on how you can pass the exam on 1st attempt so you don’t loose any time to find your Salesforce Dream Job.

Of course, I can’t promise you will pass the exam, but I can promise that your chances to pass will increase significantly.

🌶 HOT TIP #1 – Study the official Salesforce Certification Exam Guide.

It’s been created for a purpose. 😉 It contains all the information you need to know about the certification and the exam, such as timing, cost and most importantly the exam objectives and their weighting. The greater the weighting, the more complex the topic, the more you need to deepen your skills.

🌶 HOT TIP #2 – Study the right Salesforce exam relevant topics.

You’ve got the exam objectives right there. BUT… they can be hard to interpret. Each exam topic contains a number of sub-topics. To help you understand better what the exact topics actually involve and what they mean, I’ve created a Study Checklist for you. Each exam objective, which is represented as a section, is broken down into individual topics in chronological order. It includes the obvious topics plus topics beyond what the exam outline tells you. Because I don’t want to leave you guessing. 🤓

This comprehensive Study Checklist will help you focus on all Salesforce exam-relevant topics and learn in a structured way. You want to be able to connect the dots otherwise you will get lost in the maze of Salesforce features and functionalities. As amazing as they are, you can’t possibly learn them all at once.

The Study Checklist is also a great way to tick off each topic as you progress and add notes to help you learn and review.

Of course, just knowing the topics won’t help you understand how they work. So…keep reading….

🌶 HOT TIP #3 – Study and practice with Trailhead, that’s what it’s there for.

Hands-on practice is the best way to memorize all that knowledge you are learning about. Use our WeLearnSalesforce Trailmix. It is based on the official Trailmix that you will find in the exam guide. However, I’ve optimized it into a more logical structure and added some modules and projects to fill some gaps giving you a well-rounded learning experience.

🌶 HOT TIP #4 – Don’t freak out!

It can feel overwhelming and you may find yourself lost with all that content on Trailhead. Trailhead is mainly text-based which can be cumbersome to work through. Plus, not all topics are actually covered on Trailhead yet.

That’s why… I have created a Study Workbook for you to keep you calm and focused. The Study Workbook covers all topics you will find on your Study Checklist and explains each topic with diagrams, flowcharts, checklists and best practices along with detailed descriptions. Each learning unit also contains additional learning resources like links to the corresponding Trailmix modules or projects and links to other supporting Salesforce Documentation.

And for those of you that love watching videos and prefer learning in a more guided way, I have created a comprehensive Salesforce Video Tutorial for you that gives you the complete learning experience. It almost feels like you are sitting in a classroom with the instructor upfront teaching you all about each topic, showing you around in Salesforce to see how things come to life. And we’ll do plenty of hands-on exercises together.

🌶 HOT TIP #5 – Check out Salesforce customer stories.

Why? Wouldn’t it be nice to see how Salesforce works in the real world? Indeed it would! While I’m including real-life business cases in our study materials, reading about Salesforce customer stories is a great addition. Salesforce has an awesome collection of customer stories showcasing how and why they are using Salesforce. These stories give you an idea of which Salesforce Products and features they are using. This helps you build the bridge between business and system requirements.

You can even use these scenarios to design your own version of a solution in your own Trailhead Playground or Developer Org. You get more hands-on practice plus you are building your own system experience which you can showcase with recruiters and potential future employers.

Source: salesforce.com/customers-success-stories

🌶 HOT TIP #6 – Check your exam readiness.

Once you have learned everything and gotten familiar with business use cases, you have probably forgotten half of what you have been studying. That’s perfectly normal.

That’s where Practice Exams come in handy. Practice Exams are the perfect way to test your knowledge and identify your strength and weaknesses. And, they give you a chance to get familiar with the exam format and complexity of exam questions and answers.

I have created a bundle of realistic Practice Exams for you so you can check your exam readiness. The results include detailed explanations and plenty of resources to help you deepen your learnings.

🌶 HOT TIP #7 – Register for the exam when you feel confident and you are ready to take it.

You will need to register through a Webassessor account. If you don’t have one yet, you can easily create a new one.

Some say that you should register for the exam ahead of time, like three months into the future. This gives you a deadline you can work towards. However the exam is easy to reschedule and you may find yourself postponing it, or, taking it, just for the sake of it because it’s booked, but then you may fail. You may not. But if you do you’re not only losing time but also money. The certification exam is US$200 and the retake is US$100.

What I recommend instead, is, yes, absolutely plan for it. Put a date in the calendar by when you’d like to be ready. When you get closer to that date, check in on your learning progress, for example with Practice Exams. If you reach at least 80-90%, you have a pretty good chance to pass the real exam, meaning you can go register. Of course, I can’t promise you will pass but the more you practice the more likely you will.

Upon registration, you will have to choose your test taker style. You can take the exam onsite at a Kryterion test center or online from home or work or anywhere you choose, as long as you have a computer, internet and a webcam. Both options are of course proctored.

The online option will require you to install some software to access the exam. Exams taken at a Kryterion test center only require some form of ID and a happy smile. You are even given scratch paper too, which you won’t be allowed to use in an online exam.

Get familiar with the requirements for each test taker style and choose the one you prefer. Many locations offer plenty of time slots throughout the week, so you should be able to book something not too far in the future.

🌶 HOT TIP #8 – Keep practicing! Practice practice practice.

Get your hands on the system. Trust me. That’s the best way to memorize what you are learning. You still have time, go back to the Practice Exams, do them again, practice weaker areas even more. This will give you so much more confidence.

I’ve put all these steps into a comprehensive Salesforce Certification Guide. It contains even more useful tips and tricks. No go ahead, and download it right away. It’s free, with no strings attached.

I hope you’ve been finding these hot tips helpful. Is there anything else you’d like to know? Please leave me a comment. I’m here to help! 🙂

Is An Online Salesforce Video Training Worth It?

Have you been thinking about a career change into a Salesforce job? But you don’t have the time amongst all other obligations you already have on your plate? Finding your way through the maze of information and learning resources, make you feel overwhelmed? Let’s take a deep breath together and consider your options.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

“If you are not willing to learn, no one can help you. If you are determined to learn, no one can stop you.” Zig Ziglar

In this article, you will find:

  1. Benefits of an online on-demand video-based Salesforce Training
  2. Downsides of an online on-demand video-based Salesforce Training
WeLearnSalesforce Blog - Benefits of an online on-demand video-based Salesforce Training

Can an Online Salesforce Training which is video-based and on-demand be as effective as an in-person training?

THE BENEFITS

Free resources are plenty, time is short, money is tight. Sounds familiar? Then maybe an online on-demand Salesforce Training would just be perfect for you … or would it?

Let’s look at the benefits one-by-one:

1. Save time and money

First up, an online on-demand Salesforce Training is usually much more affordable than an in-person training. How is this possible? Well, it’s simple, the teacher’s expenses are lower and the reach of students is much greater. This means, the savings can be shared, leaving a much smaller amount with you, the individual Salesforce Learner.

Plus, you save other costs like travel and accommodation. Neither do you have to get away from your job and potentially loose income or leave time.

And time is the next key factor. In-person trainings require travel time and full-day’s attendances. Online trainings don’t require any travel time, and learning units can be attended to whenever they fit in during the day, after work or on weekends. This type of flexibility is unbeatable.

2. Practice in your own time and space

You have full control over your learning schedule. An online on-demand Salesforce video training can be accessed at any time that works best for you. Whether that’s before the kids get up, on your commute to work, during lunch, after dinner, after your sleep-in on Sunday, you choose.

A Salesforce video training can also be adjusted to your very personal pace. If the speed is too slow, you simply turn it up, and if it’s too fast, you can turn it down or pause to practice on your own. You can make it work to your personal preferences.

WeLearnSalesforce Blog - Online Video Salesforce Training - Practice in Your Own Time
3. Learn from anywhere on any device

Because a online Salesforce Training is run through an internet browser, you can access your learning videos from any device that has an internet connection and a browser. Simply choose your preferred laptop, tablet or other mobile device and get started. And the best part is that you can take your device anywhere, as long as the battery lasts. Whether that’s your desk, couch, beach, pick your favorite.

WeLearnSalesforce Blog - Online Video Salesforce Training - Learn Anywhere on Any Device
4. Learn with Salesforce Experts

Choosing an online Salesforce Training also enables you to practice with Salesforce Instructors who would otherwise not be available because they may live on the other side of the planet. With an online training you have the chance to learn with experienced trainers like Peggy Schael, no matter where you live. 

WeLearnSalesforce Blog - Online Video Salesforce Training - Meet Your Salesforce Trainer Peggy

5. Access to learning contents for review

Online on-demand Salesforce Trainings usually offer life-time access to the video contents. This gives you the ability to re-watch videos as often as you like, whether you didn’t understand something or you want to refresh your memory. And in case you have attended an in-person Salesforce Training, you can use the video contents to review certain learning topics.

Our WeLearnSalesforce Courses even contain a PDF Workbook you can print and use for notetaking as well as a Study Guide to tick off the learning topics you feel confident. So you don’t forget anything that is required for your Certification Exam.

WeLearnSalesforce Blog - Online Video Salesforce Training - PDF Workbook and Study Guide
6. Connect with Salesforce Learners from all over the world

Learning online doesn’t mean you can’t ask questions or share your own learning experiences, failures and successes. There are so many amazing Salesforce Community Groups with wider audiences or very specific audiences tailored to a certain topic.

Like our dedicated WeLearnSalesforce Facebook and LinkedIn Community Groups. Not only will you reach other Salesforce Learners with your specific questions, your WeLearnSalesforce instructor is there for you too.

THE DOWNSIDES

While all of the above sounds great, let’s look at the potential downsides:

1. No face-to-face interaction

In-person trainings give you face-to-face interaction with the Salesforce Trainer as well as fellow Salesforce Learners. Some people prefer real-life environments that make it easier for them to connect to other people. It’s a different kind of engagement using an online forum versus a real-life conversation.

Weigh in on your preferences of in-person interactions against a global community that you can contact at any time from anywhere, e.g. our WeLearnSalesforce Facebook and LinkedIn Community Groups.

WeLearnSalesforce Blog - Online Video Salesforce Training - Face-to-Face Interaction
2. Commitment and Motivation

If you are someone who works best under pressure of deadlines, continuous check-ins and due dates to stay on track, an in-person training may be better suited. Most online trainings do provide a recommended timeline as well as a structured agenda to follow, but it may be difficult to find the commitment without being surrounded by motivated fellow students.

There are however many online study groups (e.g. our WeLearnSalesforce Facebook and LinkedIn Community Groups) you could join that may achieve something similar for you.

3. Guidance and Knowledge Checks

In an in-person classroom the Salesforce Trainer would usually come around and check in with you personally. You can show directly on screen what you are working on and where you might be stuck. Some people struggle with finding a solution to their problem by themselves.

In a classroom, the Salesforce Trainer can give you on-the-spot help and guidance to find the solution. While this is a great benefit of an in-person training, you can use our WeLearnSalesforce Practice Exams to check in on your knowledge and to get explanations and additional learning resources.

WeLearnSalesforce Blog - Online Video Salesforce Training - Knowledge Checks with Practice Exams

Now, is an Online Salesforce Video Training worth it?

This question can hardly be answered with a straight “Yes” or “No”. The answer entirely depends on your personal needs. Everyone has a different learning style, time and budget allowance, so only you know the answer.

We have put together a comprehensive comparison table of Salesforce Training Resources, so you can make an informed decision about the learning methods you would like to use.

We are comparing the official Trailhead Platform and Trailhead Academy Courses with our independent WeLearnSalesforce Video Courses. Each of them has their own advantages:

WeLearnSalesforce Blog - Online Video Salesforce Training - Comparison Salesforce Training Resources

If you are still unsure whether an online on-demand Salesforce Training is right for, try out our Free Salesforce Administrator Introduction Course and see for yourself. No strings attached.

WeLearnSalesforce - Salesforce Administrator Certification - FREE Introduction

We would love to hear your feedback. Please leave us a comment and let us know how you prefer to learn.

Gone Fishing – For A Yummy Salesforce Training

Finding a Salesforce Training Course that suits your learning style, is like going fishing and having the right bait. Let us help you on your fishing expedition.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

Finding a Salesforce Training Course that suits your learning style, is like going fishing and having the right bait.

Let us help you on your fishing expedition. Are you a System Administrator, Developer, Consultant, Business User or Job Seeker who wants so learn about the core principles and features of the Salesforce platform? Then you have made your catch.

Welcome to the WeLearnSalesforce Video Learning Platform. It’s the perfect place to learn Salesforce at your convenience in your own time. Everyone has a different learning style and we believe that our courses hold something for everyone. We want to make learning Salesforce easier and more accessible.

I had to go “fishing” for a Salesforce Class myself back when I started learning Salesforce. After self-teaching myself for a while I realized I’m missing the big picture and what else Salesforce is capable of. However, finding a reputable training provider wasn’t as easy as I thought. I was lucky that the company I was working for sent me to a class offered by the Salesforce University (now Trailhead Academy). I even became a Certified Salesforce Instructor myself. Read about what it means jumping into ice cold water to explore new career opportunities in my previous article (while we are at the topic of fishing and water).

Not everyone has a chance to attend classroom based trainings. Most of you will therefore get started on Trailhead, Salesforce’s free learning platform. However, it’s mostly text-based and it contains so much information that you can easily get lost like a fish in a big pond.

Therefore, our WeLearnSalesforce Video Courses are an extension of a classroom based learning experience. Being fully online and on-demand. You can access our video courses at any time from any device you have at home or at work or elsewhere, as long as it has an internet connection and an internet browser.

And what makes our Salesforce Video Courses so yummy, you may ask? Well, the juice of our courses lies in the methods we know make Salesforce learning successful. These methods consist of the main pillars of Learning Concepts combined with related Business Use Cases plus and most importantly Hands-on Practice. And all of this in one place.

WeLearnSalesforce - Salesforce Administrator Certification - Video Training Course
WeLearnSalesforce – Salesforce Administrator Certification – Video Training Course

Check out our FREE Salesforce Administrator Certification Introduction Course to see me and our WeLearnSalesforce Course Player in action.

From my own learning experience plus teaching thousands of students, I know how important a logical structure and guidance along the way is. Each of our Salesforce courses follow an end-to-end approach, meaning each learning unit builds up knowledge towards the next unit. So you are learning step-by-step in bite size junks.

Each unit starts with the learning concepts which contain diagrams, flow charts, checklists and best practices. Theory is nice but useless if you don’t know how this fits in with requests or problems a company is trying to solve with the help of Salesforce. It’s like going fishing without using any bait.

So, we’re adding loads of business use cases to put the technical functionality of Salesforce into business specific context. This will help you make the connection between business needs and how to leverage the potential of the Salesforce Platform.

The learning concepts have been collated into PDF Workbooks for you to download and use to make notes. You can even take them to work and use the pages as cheat-sheets. You can’t possibly remember everything right? Neither can I, so it’s important to have some checklists or guides at hand, that I want to share with you.

WeLearnSalesforce - Salesforce Administrator Certification - PDF Workbook
WeLearnSalesforce – Salesforce Administrator Certification – PDF Workbook

And you know what makes all this learning even more successful? Any guesses? Right, hands-on practice. Your expertise is only as good as your practice. You will hear me say this a lot. Get your hands on the system!

Which means, the things we discuss throughout the learning concept, I will then demo for you in Salesforce. And while I demo, you can already follow-along in your own Salesforce login, so you can get started with your hands-on practice right away. And after the demo, you will have plenty of opportunities to practice on your own.

And you know what is really exciting? The hands-on exercises are done on the popular Trailhead platform. Trailhead is Salesforce’s own learning platform with text-based learning units which contain thousands of awesome exercises so you can practice as much as you like. And while you exercise, you collect points and badges which are collated on your so called Trailblazer Profile. The Trailblazer Profile will even hold your Salesforce Certifications once you passed the exams. You can then easily add a link to your Trailblazer Profile to your CV or share on LinkedIn or elsewhere.

Let me show you how to get started with Trailhead in our Free Salesforce Introduction Course.

Learning is a journey. Trust the process. Do your own research and just get started.


Do you struggle to find out how to best prepare for a Salesforce Certificate? We created an 8-STEP Guide with everything you need to get ready with confidence for your exam day. Plus we’re throwing in some hot tips and secret recipes.

Download our FREE Salesforce Certification Guide

Download our FREE Salesforce Certification Guide
Download our FREE Salesforce Certification Guide

Stepping into icy waters as a Salesforce Trainer

From getting a job as a Salesforce Project Manager without any clue about Salesforce to becoming a full-time Salesforce Trainer that I never wanted to be. Salesforce literally turned my career upside down and I’m loving it.

From getting a job as a Salesforce Project Manager without any clue about the Salesforce platform to becoming a full-time Salesforce Trainer that I never wanted to be. Salesforce literally turned my career upside down and I’m loving it. Read more about my career change in the previous article.

As part of my new career as a full-time Salesforce Trainer and Training Consultant, I had to get certified by the one and only Salesforce University (now Trailhead Academy). This was the requirement to be eligible to deliver their official Salesforce courses.

What a ride. Before even daring to sign up for the instructor program, I had to get the Salesforce Administrator Certification first. I re-discovered the materials from the Salesforce Administration Essentials Course (ADM201/ADX201) I had attended about six months back and studied everything pretty much from scratch again. The Trailhead e-learning platform didn’t even exist back then.

I signed up for my very first Salesforce Developer Org so I could practice what I was learning. When I eventually took the exam, the learning materials and hands-on practice totally paid off. I passed at first attempt. As I know now, most students fail their first attempt. Was I lucky? No. I studied real hard and practised a lot.

I was proud and ready to sign up for the Salesforce Instructor Program. What did that mean? It’s one thing to know the technical side of the Salesforce platform but it’s another thing to being able to teach others. It was a steep and tough learning curve, however I came out an official Salesforce Certified Instructor. I was now eligible to deliver the official ‘Salesforce Administration Essentials for New Admins’ (ADM201/ADX201) course.

My first class I taught as a Salesforce Certified Instructor was super tough. I had to take everything I practiced from the safety of my co-instructor team into a real life classroom. So tough so, I considered quitting my job. Right there. Of course, I’m no quitter. As I walked into my second classroom the week after, I felt much more prepared because of what I learned from that first week of teaching and couldn’t actually wait to get started.

Five years fast-forward, I got also certified for the ‘Administration Essentials for Experienced Admins’ (ADM211/ADX211) and the ‘Implementing a Reporting Strategy’ (STR301) courses. These essential instructor certifications allowed me to teach a total of over 50 Salesforce classes. Watch the introductory video on my profile page.

Salesforce Courses serve different purposes for different people. Everyone brings a different skill set, from a different job role and a different learning goal. You might just want to fill some knowledge and skill gaps, like I did in my early Salesforce days, or maybe even prepare for the Salesforce Administrator Certification exam.

Whichever it is for you, it’s all about gaining the right skill set for the career you are looking to build. There are Salesforce courses for everyone. So go get it.

In the next article, I will tell you all about how I am extending access to my Salesforce knowledge with our WeLearnSalesforce Online Video Courses. Making learning Salesforce easier and more accessible.


Do you struggle to find out how to best prepare for a Salesforce Certificate? We created an 8-STEP Guide with everything you need to get ready with confidence for your exam day. Plus we’re throwing in some hot tips and secret recipes.

Download our FREE Salesforce Certification Guide

Download our FREE Salesforce Certification Guide
Download our FREE Salesforce Certification Guide

How Salesforce turned my career upside down (for the better)

I seriously had no clue what I was getting myself into. I was super nervous. But if you don’t try, you will never find out, right. So much about “I never wanted to become a trainer”. All the hesitations, doubts, excuses eventually led to the best career change of my life.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

I had a great job as a Salesforce Project Manager that included Salesforce in-house trainings with the sales teams. Read about how I actually never wanted to become a Salesforce Trainer in my previous article.

A few months after I had attended my first ever Salesforce Administration Essentials training and provided in-house trainings, I realized that I’m enjoying it so much that I could see myself doing Salesforce trainings full-time. And it wasn’t just about the joy of teaching, it was also the fact that there was never enough time to run more substantial Salesforce training sessions.

One day, my partner asked me, whether I could see myself become a full-time Salesforce Trainer since I had been enjoying that part of my job quite a lot. You should have seen my face. ‘Of course not!’ was my answer.

Appears, I like turning down ideas that I eventually actually like.

And so, the seed had been planted and I did start thinking about a possible career change. I looked back at the week of the Salesforce Administration Essentials training I had attended as a student. I tried to put myself into the shoes of that Salesforce Trainer.

I decided to reach out to that instructor and asked for a catch-up so I can understand better, what a job as a Salesforce trainer entails. He agreed to meet and very patiently answered my thousand or more questions over a period of two hours. Poor guy! That was his after-class time, after he’d already been talking all day. Well, it was all worth the time, at least for me. It took another few months, when he contacted me about a job opening.

Phew, I decided to apply and got a job interview. I did indeed get an offering and guess what, I took the job. I said ‘Yes’, for the biggest change in my career.

I seriously had no clue what I was getting myself into. I was super nervous. But if you don’t try, you will never find out, right. So much about “I never wanted to become a trainer”. All the hesitations, doubts, excuses eventually led to the best career change of my life.

Read on in my next article what my life as a Training Consultant and Trailhead Academy Certified Salesforce Instructor looked like.

In the meantime, try out something new. You never know where it will lead you to.


Do you struggle to find out how to best prepare for a Salesforce Certificate? We created an 8-STEP Guide with everything you need to get ready with confidence for your exam day. Plus we’re throwing in some hot tips and secret recipes.

Download our FREE Salesforce Certification Guide

Download our FREE Salesforce Certification Guide
Download our FREE Salesforce Certification Guide

I never wanted to be a Salesforce Trainer

Not in my wildest dreams did I see myself as a Salesforce Trainer. And now, there I am, five years later, being a full-time Salesforce Trainer. And let me tell you that it’s been the best career change of my life.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

Not in my wildest dreams did I see myself as a Salesforce Trainer. And now, there I am, five years later, being a full-time Salesforce Trainer. And let me tell you that it’s been the best career change of my life.

It all started with a job as a Salesforce Project Manager I had taken on a little while back. Read about how I stumbled upon Salesforce in my previous article.

Based on the very limited knowledge of the Salesforce platform that I had at the time, I more or less guesstimated what this CRM platform was capable of and what it was not capable of. Yes, we did have a great consulting partner and in-house IT support, but when you don’t understand the basics properly, they can tell you anything, right?

Not long into my job, my manager asked me whether I wanted to attend a Salesforce Administrator Training. Guess what, I rejected. I knew secretly, if I did that I will have to do administrative jobs too, not just managing the projects. I was busy enough!

Well, my manager kept asking me over and over, months went by, and eventually I gave in. I signed up and there I was sitting in my first ever Salesforce Administration Essentials Training as a student (coded ADM201 back then).

Wow, I cannot tell you enough how enlightening that was. All these features and functionalities that Salesforce can do, that I had no idea about. I didn’t even know these features existed, and they were right there in front of my eyes.

I had to (of course secretly to myself) admit, that I really enjoyed that week of training. I learned all the essential elements the Salesforce platform had on offer. Back at work, of course as expected, I had to take on a few administrative tasks. But let me tell you that I was getting into the groove and really enjoyed working with the setup of the system and seeing successful changes come to life first hand.

Plus, the knowledge I gained helped me a lot in my role as a Project Manager. The discussions with the consulting partner and IT department became of a very different quality. And, the internal stakeholders, such as executives and sales teams, started trusting my recommendations and the ability of the system more and more. Win win.

It came a time when my manager asked me to run a few internal Salesforce training sessions with our sales teams. I though to myself “Are you kidding me?” I told my manager: ” I do not want to become a Salesforce trainer, I am the project manager.” So, I tried to find excuses and managed to postponed these training sessions. But well, someone had to do it eventually. And of course, that someone had to be me, since I’m all trained up and the sales team trusts me.

I set up the required training sessions. At first, they were a bit clumsy and awkward. After a few of these sessions, I actually started enjoying them. My training materials became more professional and my teaching skills improved a lot over the first few weeks.

And this is how I had gotten myself into the role of a Salesforce Trainer, not full time. Yet. But it became an essential part of my job description.

How this turned into a complete career change, I will tell you in the next article.

Until then, think about something you have always wanted to try out. Go for it.


Do you struggle to find out how to best prepare for a Salesforce Certificate? We created an 8-STEP Guide with everything you need to get ready with confidence for your exam day. Plus we’re throwing in some hot tips and secret recipes.

Download our FREE Salesforce Certification Guide

Download our FREE Salesforce Certification Guide
Download our FREE Salesforce Certification Guide

How I stumbled upon Salesforce

After a few job applications, I got invited to a job interview which looked very promising. It was about a role as a Salesforce Project Manager. Wait! Salesforce what? I had never heard of Salesforce before.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

Let’s go back in history where it all started. In 2013 me and my partner had moved back to our beloved Sydney in Australia, starting a new phase of our lives. We found a very nice apartment near the famous Bondi Beach. So far so good.

Now it was about finding a new job. We all know when you move to a new city or even a new country, it can be quite tough to get a foot into the door.

Well, I guess I was lucky that I had lived and worked in Australia before, plus I had already built up a few years of work experience.

After a few job applications, I got invited to a job interview which looked very promising. It was about a role as a Salesforce Project Manager. Wait! Salesforce what? I had never heard of Salesforce before. So I gathered as much information about Salesforce as I could pretty much in the one day before I headed into that job interview.

The interviewers noticed that I didn’t know much about Salesforce but they were looking at the overall skill set. It wasn’t just about knowing a particular topic, or in this case a cloud-based CRM platform called Salesforce. It was about being able to learn new things, connecting the dots and proving the right work attitude. I got the job and that was the start of my Salesforce career journey.

My manager at the time introduced me to the Salesforce Cloud Platform and showed me the ropes and business use cases of what it was used for at the company I just started working for. I thought Salesforce was very intuitive and easy to understand. Great! From then it was learning on the job and self-teaching. Of course, that wasn’t sufficient to fully understand what the Salesforce platform was capable of. As I realized later. But let me tell you more about that in my following blog posts.

For now, just get started. With Salesforce, with anything.


Do you struggle to find out how to best prepare for a Salesforce Certificate? We created an 8-STEP Guide with everything you need to get ready with confidence for your exam day. Plus we’re throwing in some hot tips and secret recipes.

Download our FREE Salesforce Certification Guide

Download our FREE Salesforce Certification Guide
Download our FREE Salesforce Certification Guide