Customizing With The Salesforce Object Manager

You don’t want to work with unhappy Salesforce Users! Let me explain…Everything that Salesforce Users, like Sales Reps or Customer Service Teams, see right in front of them is what we call the user interface. Salesforce Users are very sensitive to changes to their daily tasks, in particular to the way they complete them through Salesforce’s user interface. This means you want to make it as easy as possible for them. And if you don’t, they won’t be happy.

Therefore, let’s find out how the Object Manager will become your secret weapon. It even has its own tab appearance in the Setup menu because you’ll be using it A LOT.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

You don’t want to work with unhappy Salesforce Users! Let me explain…Everything that Salesforce Users, like Sales Reps or Customer Service Teams, see right in front of them is what we call the user interface. Salesforce Users are very sensitive to changes to their daily tasks, in particular to the way they complete them through Salesforce’s user interface. This means you want to make it as easy as possible for them. And if you don’t, they won’t be happy.

Therefore, let’s find out how the Object Manager will become your secret weapon. It even has its own tab appearance in the Setup menu because you’ll be using it A LOT.

No-Code Declarative Salesforce Development

The Object Manager is the place where Salesforce System Administrators spend a lot of time tweaking the user interface. The Object Manager is part of the so-called no-code declarative toolset. Throughout our Salesforce Certification Courses, you will learn all about the essential declarative development tools every Salesforce Administrator should be familiar with.

The Power of the Object Manager Page

Let’s explore the Object Manager to give you a flavor of how easy and effective declarative development can be. The Object Manager is your go-to page in order to manage the appearance of any of the Salesforce Objects, such as Standard and Custom Objects, including External Objects.

Here’s an example of the Standard Account Object. From the Object Manager’s Page like this one you can:

  • Edit Standard Fields & add new Custom Fields for a large range of data types
  • Tweak existing Page Layouts & create new Page Layouts
  • Create Record Types and assign the various Page Layouts to manage different business processes
  • Manage access to quick Buttons, Links and Actions
  • Set up Lightning Record Pages as an extension to Page Layouts and Record Types
  • Design Compact Layouts to provide quick record summaries
  • Set up sophisticated Lookup Filters and Search Layouts
  • Add automation with Rules and Triggers

Purpose of Business Specific Customization

Let’s look at an example of what declarative development with the Object Manager can look like:

We’ll use the Contact Standard Object. It’s there to capture data like an individual’s name, email address, mobile number and so on. These are all part of the Standard Fields provided by Salesforce out-of-the-box (OOTB). However, what if you want to save additional information like hobbies or preferred method of contact. This type of information is not provided OOTB. Therefore, you need to create a new Custom Field in order to capture these business-specific details.

And why would you care? Details like these can help get to know customers better, and build stronger relationships to turn into more successful sales opportunities.

Now it’s time to get hands-on. Because that’s what matters most. Therefore, let’s customize the user interface of the Contact’s Object together. Just open your Trailhead Playground or Developer Org and follow-along:

VIDEO TUTORIAL WALK-THROUGH SCRIPT:

  1. In the Setup, select the Object Manager
  2. Go to the Contacts object
  3. Let’s look into Fields & Relationships to start with – we’ll go through most of the other menu items throughout module 4
  4. Here you will find a list of all the standard and custom fields that are already available – some of these fields will be visible to the user through the record pages, others may be hidden and stored for history tracking or data analysis purposes
  5. In order to add a new field to capture business specific data, we’ll go to the top right and click New
  6. We’ll now select the Data Type to specify what type of information we want to capture. Let’s go with the example of capturing the Hobby. We’ll create a Text Field, so let’s select Text Area which gives you 255 characters and Click Next
  7. We’ll label it “Hobby” and leave everything else as is, click Next
  8. The field-level-security will specify which user require access to this field. You will learn a lot more about this in section 4, click Next
  9. We’ll add to the page layout so the users can see it right away
  10. Click Save
  11. Let’s go to a Contact to check whether the field now displays
  12. Go the Sales App, select the Contacts tab and the All Contacts list view
  13. Let’s find Sean Forbes, open and select the Details tab
  14. And there you go, you can now start adding Hobby details

What Else Should You Know About the Object Manager

Through the Object Manager, you can create an entirely new Custom Object manually or you can upload Custom Object details from an Excel spreadsheet. And since most Salesforce Objects are related to one another, you can use the Schema Builder to see how these Objects have been linked.

Tip: Don’t forget to give Salesforce Users access to Custom Objects through a Custom Tab or a Related List. A Custom Tab is created through the Custom Tab Wizard. Related Lists are managed through Page Layout settings or Lightning Record Page design.

Here’s where to find the Tab Wizard:

One more element I’d like to point out is tracking changes in Salesforce. This is a very important aspect of improving data integrity as well as user adoption. However, this does not happen automatically. While the tools to track changes are available, you still have to either turn them on or set them up. One of these tools is used to track field history. You have to enable History Tracking for each Salesforce Object.

As you can see the Object Manager and corresponding features are very powerful. How well you make use of all their capabilities will determine the ease-of-use of the user interface. And the easier it is, the happier Salesforce Users will be. Because…it’s all about user adoption. And user adoption plays a huge role in business success.

What type of customization through the Object Manager would you like to learn more about? Leave me a comment below.

WHAT ELSE…

This video tutorial is part of our Complete Salesforce Certification Courses. They cover everything from Salesforce Basics to advanced Salesforce features and functionalities every Salesforce professional should know about.

We provide you with different types of study materials, so you can choose what works best for you. This includes well-structured Salesforce Video Tutorials, downloadable Study Workbooks and realistic Practice Exams.

And if you are brand new to the world of Salesforce, I’d recommend to sign up to our FREE 21-Day Salesforce Beginners Challenge.

Exploring Salesforce Business Use Cases To Save Many Headaches

Salesforce showed me how much more productive (and stress-less) life can be when you simply get organized. This should be a no-brainer. Yet it’s not! We have arrived well into the 21st century, and still so many companies use manual time-consuming processes for repetitive task that rob them of so much valuable time. And not only that. Losing time with admin tasks, means losing time you’d rather spend with getting to know your customers and making sales. In this article, we discuss common use cases where using the Salesforce platform has helped organizations make huge improvements. And it’s not always about making more sales, but having the time to focus on what matters most: Making an impact!

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

This article is not only for potential Salesforce customers out there. It’s for Salesforce Administrators, Business Analysts, Consultants and others too. It helps you understand the importance of getting Salesforce set up for any business department, in the right way. Therefore, let’s find out how Salesforce can help businesses and different business functions.

Typical Business Challenges

Have you come across long winded convoluted email trails, outdated Excel spreadsheets, inconsistencies across documents, tedious and repetitive manual steps? Then we’re onto something to fix.

These are not only problems of sales reps or marketers. It may appear Salesforce only offers solutions for sales processes or marketing strategies or customer service.

Even though Salesforce’s key products are named after these (Sales Cloud, Service Cloud, Marketing Cloud), the Salesforce platform can be extended to pretty much any other business function.

Depending on the complexity of the requirements, you can already integrate other business needs into the Salesforce edition you or the company you work for have already signed up for. If the integration however becomes too complex, you may want to look at Salesforce’s product range or explore solutions on the AppExchange instead.

“Always explore the capabilities of what you can do with what you are already paying for.”

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Therefore, let’s see what you can already do with the Salesforce org you got in front of you.

Explore Salesforce Business Use Cases

The challenges I mentioned earlier are the same across any business function. Salesforce’s core products already have solutions for these common business processes built into the platform out-of-the-box (e.g. Tasks, Chatter, List Views, just to name a few). You just need to make use of them and apply them across your Standard and Custom Objects and Apps.

Let’s look at some examples other than sales, service or marketing:

IT – can use Salesforce to track and analyze requests, automate email confirmations on status updates or track hardware used by employees.

HR  – can use Salesforce to capture and monitor performance reviews. Or manage on-boarding and other training plans as well as holidays and other leave.

Finance – can use Salesforce to manage pricing, budget and contracts.

Other – Throughout our Salesforce Administrator Certification Course you will get a good idea of the essential tools and other use cases to build in additional functionalities.

For more complex business requirements, make sure to check out Salesforce’s product range, like Salesforce Financial Service Cloud, Salesforce Health Cloud, Salesforce Education Cloud, and many others. And as always, make sure to have a look at the Salesforce AppExchange too.

Which business function would you like to see integrated into Salesforce? Leave me a comment below.

WHAT ELSE…

This video tutorial is part of our Complete Salesforce Certification Courses. They cover everything from Salesforce Basics to advanced Salesforce features and functionalities every Salesforce professional should know about.

We provide you with different types of study materials, so you can choose what works best for you. This includes well-structured Salesforce Video Tutorials, downloadable Study Workbooks and realistic Practice Exams.

And if you are brand new to the world of Salesforce, I’d recommend to sign up to our FREE 21-Day Salesforce Beginners Challenge.

Build Your Own Salesforce Custom Report Types

Salesforce Reports analyze data that is stored on Salesforce Records that belong to Salesforce Objects that are related to one another, or not. That’s a mouthful. And so are Salesforce Reports. Depending on how the data has been set up and structured in your Salesforce org, you’ll need to craft your reports in a corresponding fashion. Salesforce doesn’t leave you alone. They give you ready-to-use Standard Report Types. And if you can’t find what you need you simply build your own, meaning Custom Report Types. Let’s discuss the differences and when to use what type.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

What are Salesforce Standard Report Types?

Standard Report Types are provided by Salesforce out-of-the-box. They come with Salesforce’s Standard Objects such as Accounts, Opportunities, Cases, Leads and so on. You will find the corresponding categories from which you can choose the available Report Types from.

Plus, when you create a Custom Object and tick the “Allow Reports” checkbox, Salesforce will also create a Report Type for you automatically. You’ll find it under “Other Reports”.

Which Standard Report Type Should You Use?

Let’s use the “Opportunities” Category as an example. This is where you find Reports related to the Opportunities Object and their associated Objects such as Products or Contact Roles etc.

The Standard Report Type “Opportunities” will include fields from the Details tab of these records.

A Report Type like the “Opportunities with Products” will include fields from the Details tab as well as fields from the related Object, in this case the Product details.

TIP: Report Types that include details from related records like Products, will only give you a subset of the records (=AND condition). In our example only Opportunities that do have Products attached. You will not be able to include Opportunities without Products.

That’s where Custom Report Types come in.

What are Salesforce Custom Report Types?

Whenever you can’t find a suitable Standard Report Type or need something more complex, that’s when you need to build your own Custom Report Type.

For example: Opportunities with our without Products (=OR condition)

How To Build Custom Report Types

Custom Report Types (CRTs) are created from the Setup menu. You need to select the Primary Object, choose a meaningful Report Type Name and Description. And, you can choose a Category, though you can’t create new categories.

These steps are pretty straight forward. BUT, what the heck is a Primary Object? The question should rather be: What is the main focus of the Report? The Primary Object will determine your Filter Options in the Report.

For example: CRT on Accounts with or without Opportunities. The main focus is on Accounts for which you want to see related Opportunities details. Users will be able to filter by Account to identify those that do or do not have Opportunities.

CRTs typically contain information from multiple related Salesforce Objects, such as “Accounts with Opportunities with Products with Schedules”. Or: “Accounts with or without Opportunities with or without Products with or without Schedules”. The latter would be the most comprehensive.

This means, you can add up to four related Objects, the Primary Object being your first one. You can choose between AND or OR conditions.

AND example: Accounts with Opportunities

OR example: Accounts with our without Opportunities

Awesome Custom Report Types Features

CRTs have another huge advantage over Standard Report Types: They allow you to tailor what will be available in the Report Builder.

You can organize the fields from each Object and group them into logical sections. You can even rename field labels, especially when you have duplicate field names like the “Created By” field. AND: You can add fields from related parent records, meaning Lookup fields. For example: On Account records, you’d have Lookup fields to the Account Owner (= User Object).

You can also specify default columns which will auto-populate when Users create a new Report of this Report Type.

Benefits of Salesforce Custom Report Types

CRTs have many benefits. You can even use them to improve Standard Report Types, though you’ll have to re-create them first as a CRT.

CRTs help you to:

  • Remove clutter from Reports that Users don’t need to see or should not be using
  • Make building Reports easier for Users
  • Standardize the Report building process across teams and departments

Did You Know?

You can hide Standard or Custom Report Types which are redundant. Instead of deleting a Report Type (CRTs only) which would delete all associated Reports, you can simply hide the Report Type.

NOTE: This is currently only possible through the Salesforce Classic UI. However, Salesforce is planning to make this available to Lightning in Spring’23. (Refer to Release Notes!)

If you want to learn more about creating Standard and Custom Report creation, it’s included in our all of our Salesforce Certification Courses. Understanding the data setup and structure is a critical component. That’s why we recommend learning about Reports in context of the bigger picture. This will make you the better Salesforce Admin or Business Analyst.

Plus, all study materials, such as Video Tutorials and Study Workbooks contain awesome checklists, flow charts, diagrams and best practices. You can even download and pin them to your office wall. 🤓

Let me know in the comments what types of Custom Report Types you have created or which ones you would like to try out.

WHAT ELSE…

We make learning simple with our range of well-structured Salesforce Video Tutorials, downloadable Study Workbooks and realistic Practice Exams.

And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

From Failure To Salesforce Passion – My Personal Story

I’ve always wanted to do something different but didn’t quite know what it was. I knew I loved working with people, I knew I didn’t like sitting at my desk all the time. But what does that mean? How does that help me find out which career I should be pursuing instead?

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

Have you been thinking about changing your career, doing something else that you enjoy more? Maybe turning a hobby into a career? But you don’t know how to do it or whether it’s worth it?

Very good questions! You won’t know until you try it out. It’s a risk but without taking any risk you won’t be able to move forward in life and truly discover who you are and what you want to do.

I’ve been asking myself the exact same questions and it took me a long time to find the answer. I’ve written about my own journey before but I wanted to look at it from another angle.

I’ve always wanted to do something different but didn’t quite know what it was. I knew I loved working with people, I knew I didn’t like sitting at my desk all the time. But what does that mean? How does that help me find out which career I should be pursuing instead?

There is no one-fits-all answer. But…if you don’t even start looking around, you will never find the answer.

TAKING THE LEAP OF FAITH TO BECOMING A SALESFORCE INSTRUCTOR

In my case, what happened was, that my partner suggested I try out a career as a Salesforce Trainer. I could work with people and could walk around a classroom all day. So far this sounded like the perfect fit. But, I would also have to present in front of a lot of people. I had never really done any presenting before, maybe back in school, which I remember vaguely I quite enjoyed. But that’s been a very long time ago. So I really had no clue if that’s something I would be able to make a profession of.

I played it through my head, imagined standing up in front of a large classroom, talking to students, showing them something on the computer. It was all there in my head and looked pretty. However, it’s very different to actually doing it in real life.

It took me about half a year to finally take the leap of faith and just go for it. I guess I was desperate enough to get out of my old job that pushed me ahead. I really had no clue if it would work out or not.

I boldly applied for a job as a Salesforce Trainer with a small boutique training provider and did get a job offer. What? Without much prior experience in this area, it must have been something else that was convincing enough to hire me. What I’m saying is, that it’s not always about having years of experience in a certain field, it’s a lot about soft skills, character and attitude.

THE FIRST STEP INTO THE WORLD OF SALESFORCE WAS THE HARDEST

The first step was done. The next step was to get certified by the Salesforce University which is now the Trailhead Academy. This was a requirement in order to be eligible to teach Salesforce’s official courses. The certifications included the technical certification like the Salesforce Administrator as well as the Salesforce Instructor Certification to teach the Salesforce Administration Essentials class.

The technical part wasn’t too hard, but getting the Salesforce Instructor Certification almost turned into me quitting the whole thing. 🤯

So what happened? A real new challenge came my way. Something that forced me to jump into ice-cold water and really stepping far outside my comfort zone. It’s not something I do every day, so I wasn’t quite prepared how to get ready for this Instructor Certification. I had so many questions, like: “How do I become an Instructor?” and “What does it need to be a good instructor?” or “How do you manage a class full of students?”

Do you know what I did? I studied all the course materials and exercises and felt well prepared to take the instructor certification exam. Guess what happened? I FAILED MISERABLY. I wasn’t prepared at all. The Salesforce Master Instructor who led my certification exam session became one of the best mentors I’ve ever met before. He wasn’t shy about telling me what I did wrong. That included telling me straight up that I had no hands-on practice, I didn’t know how to deal with difficult questions asked by students and so on and so forth. I cried! And I never cry, NEVER. But this made me cry, I felt humiliated and I wanted to hide in a dark cave where no one could find me.

Of course, that was not an option. The Master Instructor was very kind and explained exactly which steps I needed to take to prepare and practice and get ready to truly become a great Salesforce Instructor. I did follow his advice and completed every single step he asked me to do. I read tons of Salesforce documentation, practiced the hell out of the system, did some role-plays and practiced even more until I felt like I had turned every stone. I registered for another instructor certification exam session and PASSED WITH FLYING COLORS.

IT’S ALL ABOUT PREPARATION

There we go. It’s all about preparation, well, the right type of preparation of course. I had a few more instructor certifications to complete for different types of classes, and I never failed a single one again. Because I learned so much the first time around, it taught me a lesson for life.

Every single time I’m learning a new skill, not just something Salesforce related, but also things like becoming a Yoga Teacher or learning how to sew my own clothes, I vividly remembered what it takes to learn something properly in order to achieve the results I want to get.

I’ve been taking this approach into my Salesforce Classes to transfer my Salesforce knowledge to my students in a way that makes sense and shares the skills it needs to put the knowledge into perspective. I’ve been teaching for many years successfully, so I guess this learning concept is working. In order to reach even more students, I’ve decided to create my own Salesforce Learning Platform www.welearnsalesforce.com which contains a range of Salesforce Courses for beginners and beyond.

TRUST THE PROCESS!

So what can YOU take away from this? If you want to do something different, be courageous and take the first step. Trust the process of putting in the work and you will achieve your goals.

And if you are interested in learning Salesforce with me, I will give you all my experience and expertise to help you become a successful Salesforce Professional, no matter which Salesforce career path you choose to take.

I hope you enjoyed reading about my personal story and maybe found some inspiration. Let me know in the comments which career path you are currently considering (even if it’s not Salesforce 🤓).

WHAT ELSE…

We make learning simple with our range of well-structured Salesforce Video Tutorials, downloadable Study Workbooks and realistic Practice Exams. Available for Salesforce Administrator, Advanced Administrator, Platform App Builder and more.

All materials are in line with the official Salesforce Certification Exam Outline including regular release updates.

Before You Create Your Next Salesforce Report

Are you a little bit like me? A co-worker comes over to you asking if you could help with this particular report they need, and then you jump right into the Report Builder to see what you can whip up. Not anymore! Let me explain why. This will save you a lot of headaches.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

Are you a little bit like me? A co-worker comes over to you asking if you could help with this particular report they need, and then you jump right into the Report Builder to see what you can whip up.

WELL … I used to pro-react like that too, but not anymore. After I’ve gone through the pain of recreating what I started too many times, I’m now tackling this differently.

And if you have been following me for a little while you know that I have been a Salesforce Trainer for many years, on top of my Salesforce Administrator experience. Which means, I’ve not only learned myself how to approach Salesforce tasks like creating Reports and Dashboards in more a logical way, I’ve also seen the same pattern repeated by many of my students.

If you recognize this pattern in yourself, then let me walk you through the steps you need to consider BEFORE you create any type of report.

THE FIRST STEP IS THE MOST IMPORTANT STEP

Salesforce Reports aggregate the data which is stored in any of your Salesforce Objects, such as Accounts, Contacts, Opportunities, Cases and so on. The data in these objects is being analyzed to understand business relevant metrics like user adoption, data quality, sales revenue, customer enquiries, you name them.

This means, you need to understand what type of data is stored in which Object and how some data is related to data living in other Objects. Take Opportunities for example: Opportunities store data about the customer, the amount to be invested, order number, delivery status etc. However, the information about the service or product the customer is interested in, is stored in another Salesforce Object, the Product Object. Products are then attached to the corresponding Opportunity through a link, or in Salesforce terms, through an Object Relationship.

Therefore, the Report Type you will need to select as your very first step when building a new Salesforce Report, determines what type of data you will be able to include in your report.

In our example, you will need to select the Report Type ‘Opportunities with Products’ in order to ensure you can add data from both Objects, Opportunities as well as Products. If you were to select the Report Type ‘Opportunities’ you would not be able to add Product details.

Source: welearnsalesforce.com

Did you know? -> In case you realize you selected the wrong Report Type later in life, after you’ve already added a lot of items to your report, you won’t be able to switch to another Report Type. No, you will need to start from scratch! 🤯

UNDERSTAND WHAT YOU NEED TO INCLUDE IN YOUR SALESFORCE REPORT

We often get desperate requests which sound something like this: ‘Can you quickly run a report on our latest sales numbers?’

Nice try! It’s actually a little more complex than that. Meaning, you would need to know what sales numbers they are talking about. Sales numbers of whose records and what time frame are they referring to?

Your next question should be about the details. ‘Details’ is what is stored in the different fields like the Opportunity Name, Amount, Close Date and so on. How much of this do they care about?

And that’s not all. Is there anything which should be filtered in or out? Do they want to see sales numbers of all customers or only a particular region or a particular product?

Source: welearnsalesforce.com

FIND OUT HOW THE REPORT NEEDS TO BE PRESENTED

Now that you know WHAT you need to include, what about the look of the report? HOW do they want the data to be displayed?

Reports have different purposes, such as analyzing data entry gaps, executive strategy meetings, sales forecast planning and so on. This means, the way the report is grouped and summarized will make a big difference.

Therefore, you also need to ask whether they need to see every single detail, or just a summary by sales rep or by customer or else. Do they require sub-totals or grand totals? And, do they wish to add a Report Chart or even require an entire Dashboard to get a visual representation. Visuals are great additions for PowerPoint presentations in meetings. Or even better, a live demo in Salesforce during the meeting.

Source: welearnsalesforce.com

As you can see, creating Salesforce Reports requires a lot of detail and understanding how the data in Salesforce is stored and managed.

If you follow the above steps, I can promise you that your reporting life will become so much easier and more fun. Creating Reports and Dashboards became one of my personal favorites amongst the many Salesforce tasks. The results which come out of these reports can reveal so much about your Salesforce Users as well as your business success.

If you want to learn more about creating Reports and Dashboards, it’s included in our Salesforce Administrator Certification Course. Our PDF Workbooks contain lot’s of checklists, flow charts, diagrams and best practices, like the above. You can even download and pin them to your office wall. 🤓

Let me know in the comments if this is helpful. And, of course, if you have another cool technique you use, let me know too.

WHAT ELSE…

We make learning simple with our range of well-structured Salesforce Video Tutorials, downloadable Study Workbooks and realistic Practice Exams.

And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

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 manage 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 firsthand.

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 thought 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 postpone 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