Most of my friends who come from Java world into apex often ask me about where can they find quick tutorial on CRM lifecycle and quick hands on tutorial on how to use Account Management ,Contact Management ,opportunity management and so on.
TrailHead has got some modules now to explain all of this in depth .
Lets summarize each of the modules and see what they help us learn
Account & Contacts
If you quickly want to learn how to create some Test Accounts and Contacts and understand relationship among them worth spending your half an hour with this module
CRM Basics
Now this may sound silly if you know the concepts but fact is most of developers we dont think of business case for which we spent hours writing code .The basics of salesforce starts with knowing CRM .This module for me should have been first module of TrailHead .Never too late .Grab a coffee and spend some time working on this Trail Badge .
Leads and Opportunities
I would open this module for Training end users .Before we onboard our sales or marketting team ask them to get this badge and I am sure this will help them to gain better understanding on how salesforce will increase their productivity.Explain them the significance of keeping data clean and ask them to create some test data in training environment before they start using the system in their Production Environment .
Event Monitoring
If you are a system architect I would recommend you to learn more about Event Monitoring module .This will give you great insight of how to track various events like login ,logout ,usage of API ,UI clicks .All this will help to draw inference about how the system you have built is being adopted .
Adoption is key metric and this module will help you understand how to pull event log files from SFDC and how to report and analyze reports .
Finally if you are going to dreamforce how cool it is to gather information prior to that and do some homework.Dreamforce module is amazing way to prepare you for this .
If you are a geek and Nerd ,then do some Projects and get hands dirty .Follow the Trailhead Project link below
https://developer.salesforce.com/trailhead/projects
Finally grab all Trailhead badges as I did and beat me up :))
TrailHead has got some modules now to explain all of this in depth .
Lets summarize each of the modules and see what they help us learn
Account & Contacts
If you quickly want to learn how to create some Test Accounts and Contacts and understand relationship among them worth spending your half an hour with this module
CRM Basics
Now this may sound silly if you know the concepts but fact is most of developers we dont think of business case for which we spent hours writing code .The basics of salesforce starts with knowing CRM .This module for me should have been first module of TrailHead .Never too late .Grab a coffee and spend some time working on this Trail Badge .
Leads and Opportunities
I would open this module for Training end users .Before we onboard our sales or marketting team ask them to get this badge and I am sure this will help them to gain better understanding on how salesforce will increase their productivity.Explain them the significance of keeping data clean and ask them to create some test data in training environment before they start using the system in their Production Environment .
Event Monitoring
If you are a system architect I would recommend you to learn more about Event Monitoring module .This will give you great insight of how to track various events like login ,logout ,usage of API ,UI clicks .All this will help to draw inference about how the system you have built is being adopted .
Adoption is key metric and this module will help you understand how to pull event log files from SFDC and how to report and analyze reports .
Finally if you are going to dreamforce how cool it is to gather information prior to that and do some homework.Dreamforce module is amazing way to prepare you for this .
If you are a geek and Nerd ,then do some Projects and get hands dirty .Follow the Trailhead Project link below
https://developer.salesforce.com/trailhead/projects
Finally grab all Trailhead badges as I did and beat me up :))
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