Salesforce is the most robust customer relationship management tool on the market and so it’s no surprise there are an abundance of Salesforce training resources available for those who want to learn how to use it.
Salesforce is an integrated CRM platform that enables all departments within a company to gain a shared view of every customer and make informed decisions to improve results.
As with any software, however, Salesforce will only be useful if users know how to utilize its powerful suite of tools fully.
I’m not trying to scare you. It’s not that steep of a learning curve. Part of Salesforce’s success is how easy and intuitive it is to use.
However you will need some training in order to make use of this complex and powerful tool. To make the most of this software, you’ll not only need to learn how to use it; you’ll need to keep on top of updates and changes.
The good news is that there is no shortage of options for learning how to use Salesforce.
Salesforce has developed their own certification programs, and they also have a range of detailed training databases and tools.
Additionally, there are various third-party trainers dedicated to teaching Salesforce. As well as a host of other online training materials, both paid and free.
To save you the time and stress involved with finding the right training solutions to get you and your team up to speed with Salesforce, I’ve put together a list containing 21 of the best Salesforce training resources, courses, and tools.
I’ve split them up into:
- Training Software that integrates with Salesforce
- Instructor-led training resources
- Online self-training resources
- Free training and tools
Take a look below; I’m sure you’ll find the best-suited training solution to meet your needs from these Salesforce training resources:
21+ Best Salesforce Training Resources
Spekit is the #1 training solution for Salesforce. It helps you and your team learn how to use Salesforce and access company knowledge right within the CRM itself.
It’s great for onboarding new hires so they can learn while they work. You can also create training materials, build a knowledge center, communicate with your teams, and more.
The strengths of Spekit are definitely how easy and intuitive it is to use – no coding or technical skills required – and the powerful suite of applications it offers.
- Train your team where they need it most, directly in the applications they use everyday.
- Easy to manage, set up and scale
- Communicate organization-wide with in-app alerts and notifications.
- Accessible anywhere, even on mobile
- It offers out of the box CUSTOMIZABLE training content for FREE
- Integrates directly with Salesforce to automatically surface knowledge beside defined terms, fields and picklist values.
- No automated quizzes to test knowledge comprehension (although this is being added)
- Spekit for Salesforce: Starting at $5/user/month. This plan is ideal for teams looking to drive adoption of Salesforce, migrate to Lightning, roll-out a new cloud or process (Sales Cloud, Service Cloud, CPQ, Financial Services Cloud, nCino, etc.)
- Spekit Pro: Custom pricing. This plan includes everything in Lite, along with Salesforce integration, unlimited content, premium onboarding, a dedicated success manager, and more.
Learnsmarter is a learning management system for Salesforce that helps you deliver instructor-led training.
Within the software, you can categorize training materials, build development plans, assign onboarding training, manage courses and programs in Salesforce, and much more.
Everything is available from the central dashboard, and it’s easy to get to grips with the platform with minimal training.
- Easy to create and find training materials in a central knowledgebase
- Can share information with team members with a click of a button
- Track engagement and pull management reports
- The user interface is clunky at times.
You can get started for $3/mo per user. They have some commercial training operations plans starting at $495/mo per user.
LevelJump is an outcome-based sales enablement tool that is built 100% on Salesforce and helps you and your team learn how to use the Salesforce along with their other devices.
The “outcome-based enablement” processes involve guiding sellers through readiness programs, analyzing KPIs and other metrics, and optimizing performance based on those detailed insights.
Moreover, It’s a versatile and easy to use platform. Allowing you to quickly set up onboarding processes, automated notices, emails, and organization-wide communications.
- Wide range of customizable options to personalize your experience
- Easy to use and roll out to team members to use remotely
- Some of the modules are tricky to edit
LevelJump has a straightforward plan costing $45/mo. If you need access for more than 500 users, you’ll have to contact a member of their sales team for a custom quote.
WalkMe is a digital adoption platform for sales teams that integrates with Salesforce and has dedicated Salesforce training elements.
It walks users through how to simplify using Salesforce, improve data integrity, it promotes new Salesforce features, and ultimately gives you all the tools you need to improve employee productivity and efficiency,
- AI is intelligent and often comes in handy.
- The UI is well designed, and it’s easy to navigate around the software.
- The engagement data is easy to work with and provides valuable insights.
- Some of the tools are difficult to navigate for new users.
- Basic Plan: Quotes on request only. This plan allows you three walkthroughs, up to 5 steps per walk-thru, 300 assists per month, and essential online support.
- Custom Plan: Quotes on request only. If you require more walk-thru’s than are included in their Basic Plan, their team will work out a custom plan or you.
Cornerstone is a Salesforce training platform that says they “reinvent the way sales and service teams perform with access to just-in-time training embedded within Salesforce.”
As a native Salesforce LMS platform, Cornerstone works as an extension to Salesforce while delivering training and just-in-time learning built on Force.com.
Using Cornerstone, you can extend the training to employees, customers, and partners, tack Salesforce certifications and completions, measure training performance, and accelerate productivity and performance within your organization.
- Easy to deliver targeted Salesforce training
- Collaborative learning options are fluid and easy to use
- Detailed analytics provide valuable training insights.
- Lacking some functionality and integrations offers by other tools.
Cornerstone does not offer any set monthly pricing plans. Custom quotes are available on request.
6. Stony Point
Stony Point is a Salesforce training and enablement partner providing a range of instructor-led training classes.
First, you can either sign up for a subscription and work through their off-the-shelf classes or discuss your training needs with one of their reps and build a bespoke training plan.
Secondly, It’s a standalone Salesforce training solution. You don’t get a complete integrated software as you do with Spekit, but the wide range of training modules will help get your team up to speed using Salesforce.
- Their training catalog is split into multiple areas allowing you to pick the most relevant courses.
- They have a lot of world-class tutors with a wealth of experience.
- More expensive than using integrated software and learning as you go
Stony Point Pricing
Courses range from a few hours to several days, and prices range from $300-$4,000.
Edureka! is an online learning platform enabling tutors and experts to upload their courses.
Edureka! is positioned differently from Udemy and Lynda as it offers longer, more in-depth instructor-led training courses.
Additionally, the platform is geared towards the more technical, AI, and Big Data types of courses. If you’re looking for a detailed, in-depth course, I recommend looking at what’s available.
- Flexible times and booking options
- A limited number of courses, only four Salesforce courses at the time of publishing
Courses are around the $400-$500 price range.
Simplilearn is one of the leading online boot camp and certification course providers. They offer self-paced learning, online boot camps, and corporate training options.
Self-learning gives you access to all the training material to work through at your own pace. The boot camps provide live online classroom training, free courses, and corporate training that allows you to create customized training packages for you and any team members.
Moreover, at the time of publishing, there were Salesforce administrator, developer, and app builder courses available. Each of which was labeled as “Advanced” and went into considerable depth.
- Flexible training opinions with both instructor-led and self-learning options
- Detailed course overviews and intro videos provide insight into the training materials.
- A limited number of courses
Courses range from $500-$2,000 for a group boot camp.
Salesforce Training is an instructor-led training company. They are Salesforce Certified and headed up by trainer Mark Christie.
Mark has held several high-level sales positions. As he acquired Salesforce training himself and gained consulting experience, he transitioned into a full-time Salesforce trainer.
You can learn any aspect of Salesforce or take certification courses with Mark. However, he operates on a quote only basis; you can schedule a call to work out a customized training plan via their site.
Trailhead is a learning platform by Salesforce. It’s more than just a database of information; it’s a fun and engaging way to learn about Salesforce by completing “trails.”
Moreover, you can earn badges and points as you progress through your chosen trail. Trails are based on which career, such as administrator, developer, sales marketing, etc., you would want to specialize in.
Being a Salesforce app, it’s no surprise that Trailhead is one of the most comprehensive Salesforce learning platforms. The only drawback being it’s a self-led platform, employees will have to work through it at their own pace.
Udemy is one of the largest online learning and teaching marketplaces, with more than 35 million students globally.
If you’re looking for any online training, it’s always a good idea to check what’s on Udemy. I took a look at the Salesforce courses, and at the time of writing this, there were 792 different courses.
Above all, the courses are categorized well. You choose between certifications, different roles, more specific tasks like integrating tools, using analytics, and much more.
Lynda is an online learning platform similar to Udemy. Experts can upload their training courses, and you can enroll either as an individual student, or you can purchase a group membership and open it up to your employees.
Just like Udemy, Lynda has more than 700 different Salesforce courses. Meaning, there’s an excellent chance you’re going to find what you’re looking for.
You can take a peek at any course before committing, and there is also an option to start with a free month for new customers.
LinkedIn Learning is a subsidiary of the professional networking site LinkedIn. It’s an online learning platform offering paid memberships and individual course sales.
Additionally, the platform was founded as Lynda.com, an online course platform already covered above. LinkedIn bought the platform and added the courses and learning materials to their brand.
I recommend checking out LinkedIn Learning and Lynda as there are some different courses, and it’s a great way to network with other Salesforce professionals.
14. Salesforce’s YouTube Channel
If you want to learn about various Salesforce applications, tools, and features at your own pace by watching videos – their YouTube channel is a perfect fit.
You’re not able to learn about specific things, and there is no structure as you would get with instructor-led training. It’s free, however, and you can work through the videos of your choosing at your own pace.
If you want to learn how to perform certain functions or troubleshoot an issue and later relay that info to your team, it’s worth taking a look through their video content.
It doesn’t do any harm to follow some of the Salesforce team on Twitter. You never know what tips and sneak previews you might be among the first to hear about.
Additionally, some of the Salesforce exec’s and top management are very active on Twitter, too. Tweeting regularly not just about Salesforce, but about entrepreneurship and business as well.
Here are some of the accounts I recommend the following:
16. Salesforce Ben
SalesforceBen is one of the most popular blogs dedicated to Salesforce in the world. The founder, Ben McCarthy, has been working in the Salesforce ecosystem since 2012. He found the Salesforce platform so instrumental to his success; he decided to start a blog about it.
By subscribing to their mailing list, you’ll join 25,000+ other Salesforce enthusiasts, and you’ll be sent a free eBook “Top 10 Salesforce Certification Tips”.
If you’re going to be part of the Salesforce ecosystem in the future, as I’m sure you will be, or if you’re already using the platform, it makes sense to join this community.
There are few better places to get quality information than directly from the developers and staff at Salesforce.
Salesforce has built a comprehensive Developed Documentation database. As a result, It’s not in the easy to digest format you’d expect with training modules, but that’s some golden information if you’re willing to put the time into digging.
Furthermore, it’s updated regularly too. I recommend adding this site as a bookmark and checking if you have any specific queries or questions.
Salesforce has also put together detailed Tip Sheets and Implementation Guides within their Trailblazer Community.
This is essentially similar to a knowledge base. Here you’ll find everything from how to set up Salesforce and get started using the platform, all the way through to step-by-step advanced user guides.
Most of the information is presented in ready to print PDF formats. Handy if you prefer to have physical copies of user guides.
If you want to involve yourself in the Salesforce community and learn simultaneously, you should book a seat at one of their upcoming live webinars or events.
Additionally, most events open up with an introduction from Salesforce staff, then work through a schedule of insights from Trailblazers, industry experts, Salesforce reps, and sneak peeks are revealed.
You don’t need to feel like you’ve been missing out either; you can go back into their archives and watch any of their past events.
20. Third-Party YouTube Channels
I mentioned the Salesforce YouTube channel already, and their content is excellent. Sometimes, however, it helps to watch videos made by other Salesforce users and trainers.
Here are some of the best training videos and tutorials I was able to find at the time of writing this:
These channels are also hosting lots of other Salesforce videos and training materials. As a result, it is a great free alternative to paid training videos but requires some time on your part to go through them.
I’ve included this written blog post called Salesforce Tutorial as a free resource as there is a decent amount of value in this post, and it’ll help point you in the direction of where you want to go.
There is the option to enroll in a paid course with Jan Bask. This post covers a lot of the fundamentals behind understanding Salesforce and getting started, however.
It covers some background on what Salesforce is and why people use it. Explains what Cloud computing is, how Salesforce is different from traditional IT methods, why so many organizations worldwide rely on this CRM, and more.
A great starting point if you’re looking for an introduction and overview of Salesforce to share with your team.
In conclusion, as you can see from the above list of Salesforce training resources, due to the popularity and how useful Salesforce is, there is no shortage of training resources – both free and paid.
I’ve covered fully integrated software solutions like Spekit that will teach you and your team how to use Salesforce along with the software, as well as the best instructor-led, self-teaching, and free resources on the web.
Whatever path you decide to go down, the more detailed understanding you have of this powerful CRM, the better you can utilize it within your business and the more significant improvements you’ll see in your sales results and ROIs.
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Without the help of platforms such as Salesforce, sales teams spend 34% of their time actually selling. Why? They struggle to keep up with the other mundane tasks of the job, such as data entry and quote generation.
Even after companies work hard to implement digital Salesforce adoption during training and onboarding, there are still questions that arise during the process. Unfortunately, having a Salesforce strategy in place sometimes isn’t enough.
Instead, it makes sense to drive Salesforce adoption by utilizing a documentation platform with extensions that provide you with training tips in any application. It makes life easier for your employees and guides them through questions and concerns.
On top of that, however, what else can you do? Here are seven strategies to drive your company’s adoption of Salesforce software. It’ll help make training, onboarding, and even everyday tasks easier for your sales team.
1. Develop a Salesforce Strategy for Onboarding
Developing a strategy for onboarding and training is crucial. And, it should always be complemented by post-training resources. These resources should ensure employees always understand what Salesforce software is and how to use it.
Part of an onboarding strategy includes figuring out what third-party applications you’ll be using to go with Salesforce. Integrating other applications into a sales team’s workflow is crucial in setting them up for success. Think about this early and often.
Think about the functions and features they need to succeed and how you can provide then with the tools to facilitate that success. Then, update those tools as often as necessary for constant improvement.
Companies that adopt technology such as Spekit find that it offers their sales representatives a constant stream of support. And, this is both during and after the onboarding process. This makes it easy to learn how to use Salesforce.
2. Automate Salesforce Tasks
Most sales representatives spend just over a third of their time selling because they have to tackle other tasks such as data entry. This is a waste of their time and, up until recently, it’s been a necessary burden of the job.
However, Salesforce allows you to automate tasks. This is to ensure a more streamlined process for everybody involved.
How? Start early with documentation integration.
You should be able to enjoy one-click integration during the onboarding process. Also, it should automatically map your documentation to where it belongs in Salesforce.
And, that’s just the beginning of it all. Automate everything from transferring data from an email chain into the software to embedding knowledge into the very framework of daily tasks and processes such as browsing on Google Chrome.
3. Customize Training Documents
Training new employees is difficult enough. You’re introducing them to new jargon, technology, and even workflow processes. To make Salesforce adoption easier, customize your training documents to fit your business needs and goals.
This ensures that your employees will be able to understand the value of each function as it relates to their job role specifically. Implement this customization across all documentation, including learning sequences, and PDF training manuals.
A tool like Spekit makes this easy, offering you free customizable training material that ensures you don’t have to start from scratch. Build on what’s offered and tailor it to fit the needs of your employees in order to meet expectations and goals.
4. Have Leadership Demonstrate the Value of Digital Salesforce Adoption
Salesforce notes that buy-in from management is crucial from the beginning. Ensure that your leadership team understands the value of Salesforce so they can effectively communicate that to employees.
However, simply communicating the value isn’t enough. You’ll also want them to demonstrate that they know how to effectively master the platform and harness its power.
To accomplish this, have them engage in activities such as reviewing Salesforce metrics instead of asking for reports in PDF format, making adopting metrics a part of weekly meetings, and collaborating via the platform itself.
5. Implement Adoption Measures Everywhere
With software updates and changes in the business world occurring nearly constantly, it’s easy to see how salespeople and employees, in general, can forget how to use something or be slow to adopt a new update feature.
To make life easier on everybody, implement adoption measures everywhere and caters to different learning styles. This means using videos, documents, and other types of media to help users navigate the software.
Integrate this with a digital adoption platform that allows you to enjoy things such as a Lightning Component, Outlook Extension, and Slack integrations. Wherever your employee is working, they should be just one click away from answers.
6. Make Salesforce Easy to Use
It’s going to be hard to get employees to buy into a Salesforce adoption process if you don’t make the software easy for them to use.
While we’ve essentially been talking about ways to make it easier for employees to use, the best way to find out is to simply ask them.
Figure out which areas your employees are struggling with and work to provide them with more comprehensive training documents and integrations.
Install an extension in Outlook to make accessing content from an inbox easier. Or, provide them with a data dictionary to make managing Salesforce definitions easier, there are ways that you can allow them to almost enjoy learning the software.
7. Install a Digital Adoption Platform
The easiest way to drive your company’s digital Salesforce adoption? Install a digital adoption platform to help you do the heavy lifting. Spekit was built by sales professionals, so we understand the challenges you face.
Spekit is the only Salesforce Certified Partner that works to embed knowledge into the Salesforce process to help you do things like build training processes, facilitate onboarding, drive adoption, and help you stay up to date with changes.
The best part? You can try it our digital Salesforce adoption tools for free by signing up with a work email at spekit.co/signup.