Earn Your Salesforce Associate Certification
Looking for a simple way to enhance your job prospects and sharpen your fundamental Salesforce skills? With an Associate Certification, you can objectively prove your knowledge and brush up on the Salesforce user experience. There are plenty of resources available to help you prepare for the exam, but Trailhead makes it extremely easy to narrow down your options when it comes to studying.
The exam covers the following topics:
- Salesforce ecosystem ⛰️
- Navigation 🧭
- Data modeling 📈
- Reports and dashboards 📊
This blog post will walk you through some of the many suggested modules for each topic covered in the exam.
Salesforce Ecosystem
Here you’ll get a basic introduction to the Salesforce platform. Each topic takes only 5-10 minutes, so you should be able to get through it pretty quickly! Topics covered include:
- Business success with the Salesforce platform
- Use cases
- Understanding Salesforce architecture
- Setup navigation
- AppExchange
Learn all about Salesforce’s use of AI with Einstein and how it helps connect to customers. This module gives you a tour of Einstein in three short lessons:
- Discover Einstein
- See AI in action
- Tour the Einstein portfolio
Navigation
Learn what accounts and contacts are in Salesforce, and how they work together. This module teaches you how to store accounts and contacts, and you’ll acquire the skill of account management and strategy!
Lightning Experience Customization
Learn the Lightning interface, and understand how to manage and customize it without the use of code.This is a longer module, but worth your time. Topics in this module include:
- Setting up your org
- Create and customize Lightning apps
- Create and customize list views
- Customize record highlights and compact layouts
- Customize record components and fields
- Create buttons and links
- Understand quick actions and how to apply them
Data Modeling
Learn how to leverage leads and opportunities, and how they drive sales.
- Convert leads to customers
- How to work opportunities
- Use teamwork to sell
- Path and Kanban
While it sounds like code, it’s not. In this short module, learn how to customize and validate your apps without any coding!
Reports and Dashboards
Reports and Dashboards for Lightning Experience
This is a longer module, and well worth your time. Not only will you earn 2100 points in Trailhead, but also you will learn the following skills:
- Get to know lightning reports and dashboards
- Create reports with the report builder
- Filter and format reports
- Get hands-on practice with the dashboard builder
Create Reports and Dashboards for Sales and Marketing Managers
This module is actually a project! Practice the skills you’ve learned and do the following:
- Create reports and dashboards folders
- Create a simple custom report
- Filter your reports and group and categorize your data
- Use summary formulas
- Manage reported data
- See it all come together!
This is just a sampling of all the wonderful modules put together by the Trailhead team. For more practice, check out the Associate Certification trailmix and exam overview. Happy studying and good luck!
Explore related topics:
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