March 25, 2025

Step by Step Guide to Learn Salesforce

In today’s digital world, businesses rely heavily on Customer Relationship Management (CRM) tools to manage their sales, marketing, and customer service operations. One of the most popular and powerful CRM platforms is Salesforce. It is used by thousands of companies worldwide to streamline their business processes, making it one of the most in-demand skills in the job market.

If you are a beginner and want to learn Salesforce but don’t know where to start, this guide will take you through everything step by step. By the end of this blog, you will have a clear roadmap to learning Salesforce and becoming job-ready.

If you’re looking for Salesforce classes in Pune, or the best Salesforce course in Pune, this guide will help you understand how to get started and what to focus on.

Table of Contents

What is Salesforce?

Salesforce is a cloud-based CRM platform that helps businesses manage customer data, automate sales and marketing, and improve customer service. Since it is cloud-based, companies can access their data from anywhere, anytime.

Companies of all sizes, from startups to large enterprises, use Salesforce to track leads, close deals, and automate daily tasks. Due to its versatility, Salesforce offers many career opportunities for professionals with different skill sets.

Why Should You Learn Salesforce?

Salesforce is a great career option, and here’s why:

High Demand – Many companies worldwide use Salesforce, creating a massive demand for Salesforce professionals.
Good Salary – Salesforce experts earn competitive salaries, even at entry-level positions.
Beginner-Friendly – You don’t need prior coding knowledge to start learning Salesforce.
Global Opportunities – Salesforce skills are recognized worldwide, opening up job opportunities in different countries.
Fast Career Growth – With experience and certifications, you can quickly move into senior roles.

If you are serious about making a career in Salesforce, joining a Salesforce Training Institute in Pune can help you get structured training and guidance.

Step-by-Step Guide to Learning Salesforce

Now that you understand what Salesforce is and why learning it is beneficial, let’s go step by step on how to master it.

Step 1: Understand the Basics of Salesforce

Start by learning the fundamentals of Salesforce. You can use free resources like:

Salesforce Trailhead – Salesforce’s official learning platform with interactive modules.
YouTube Tutorials – Many experts share free tutorials on YouTube.
Blogs and Articles – Read Salesforce-related blogs to understand industry trends.

Focus on understanding:

What is Salesforce and how does it works?
Overview of different Salesforce products (Sales Cloud, Service Cloud, Marketing Cloud, etc.)
The concept of CRM and how businesses use Salesforce.

Tip: If you prefer structured learning, consider enrolling in Salesforce classes in Pune to get step-by-step guidance.

Step 2: Create a Free Salesforce Developer Account

The best way to learn Salesforce is through hands-on practice. Fortunately, Salesforce provides a free Developer Edition account where you can experiment with different features.

To create an account:

Go to developer.salesforce.com
Click on “Sign Up” and enter your details.
Once your account is ready, explore different sections like:
- Objects and fields
- Standard and custom objects
- Reports and dashboards

Practicing in a real environment will help you understand how Salesforce works practically.

Step 3: Learn About Salesforce Administration

If you are new to Salesforce, starting with Salesforce Administration is the best approach.

A Salesforce Administrator is responsible for configuring Salesforce, managing users, and automating business processes without using code.

Key topics to focus on:

User management and security settings
Customizing Salesforce objects and fields
Creating reports and dashboards
Automating workflows using Process Builder and Flow

By mastering Salesforce Administration, you can apply for entry-level Salesforce jobs or move on to more advanced topics.

If you need hands-on training, you can join a Salesforce Training Institute in Pune, where industry experts will teach you step by step.

Step 4: Learn Salesforce Development (Coding Part)

If you want to go beyond administration and work as a Salesforce Developer, you need to learn coding. Salesforce uses:

Apex – A programming language similar to Java, used to build custom applications.
Visualforce – A framework for creating custom user interfaces.
Lightning Web Components (LWC) – A modern way to build fast, responsive applications.
SOQL (Salesforce Object Query Language) – Used for querying database records in Salesforce.

For beginners, start with Apex and SOQL, then gradually move to LWC.

If coding seems difficult, joining a Salesforce course in Pune will make learning easier with expert guidance.

Step 5: Get Salesforce Certified

Salesforce offers certifications that help you validate your skills and improve job opportunities.

Here are the most important certifications:

For Beginners

Salesforce Certified Administrator – Ideal for those who want to manage Salesforce without coding.
Salesforce Platform Developer I – Perfect for those who want to build custom applications.

For Advanced Users

Salesforce Advanced Administrator
Salesforce Platform Developer II
Salesforce Solution Architect

Getting certified boosts your resume and helps you stand out in job applications.

If you want to prepare effectively, enroll in Salesforce classes in Pune, where experienced trainers provide certification-oriented training.

Step 6: Work on Real Projects

Learning theory is important, but applying your knowledge to real-world projects is even more valuable.

You can:

Build a small app using Salesforce Developer Edition.
Participate in Salesforce communities and challenges.
Work on freelance projects to gain experience.

Practical experience makes it easier to clear interviews and get job-ready.

Step 7: Apply for Salesforce Jobs

Once you have gained knowledge and certification, it’s time to start applying for jobs. Some common roles include:

Salesforce Administrator – Managing Salesforce setup, users, and automation.
Salesforce Developer – Writing Apex code and developing Lightning Components.
Salesforce Business Analyst – Helping businesses improve processes using Salesforce.
Salesforce Consultant – Advising companies on Salesforce implementation.

Prepare a strong resume highlighting your Salesforce skills and certifications. Many Salesforce Training Institutes in Pune also offer job placement assistance, which can help you land your first job faster.

Conclusion

Learning Salesforce step by step can open up amazing career opportunities. Whether you are a beginner or looking for a career switch, Salesforce offers high-paying jobs and rapid career growth.

To summarize:

Start with Salesforce basics using free resources.
Create a free Salesforce Developer account for hands-on practice.
Master Salesforce Administration before moving to development.
Learn Apex, SOQL, and LWC for advanced development.
Get certified to boost your resume.
Work on real projects to gain experience.
Apply for Salesforce jobs and build your career.

If you want structured learning and expert guidance, enrolling in Salesforce classes in Pune or the best Salesforce course in Pune can help you achieve your goals faster.