Building (and proving) your CRM skills in Salesforce

Matthew John Brady
HumanCentered
3 min readMar 1, 2023

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Salesforce made a very interesting decision in Sep 2022. They took their “gold standard” certification, called the Salesforce Certified Administrator, and slightly cannibalized it by introducing a new, entry-level certification, called the Salesforce Certified Associate.

This post provides a variety of resources to prepare for and pass the exam to earn your Salesforce Certified Associate credential. The outline of the content is: certification landscape; Trailhead; videos; articles; and courses. Don’t miss the 1.5 hour Workshop recording embedded at the end of the post.

Certification landscape

First, let’s get a sense for what all of the Salesforce certifications are…

Salesforce Certification Pathways 2023 [Infographic]; credit Salesforce Ben

The exam itself is 70 minutes max to answer 40 multiple-choice questions, and 62% is the passing score. The cost is $75 and is free to retake.

The topics include the Salesforce Ecosystem, Navigating the Salesforce UI, the Saleforce Data Model, and Reports & Dashboards.

Focus on Force does a fantastic job to categorize the weighting. https://focusonforce.com/salesforce-associate-certification-guide/

Trailhead

If you are new to Trailhead, you can get familiar with the platform using these modules:

  1. Trailhead and Trailblazer Community
  2. Trailhead Playground Management

Once you are familiar with Trailhead, get started on the Prepare for Your Salesforce Certified Associate Credential trailmix.

Videos

Articles

Here are a number of great resources for your to

https://www.salesforceben.com/salesforce-associate-certification-guide-tips

Note that Salesforce Ben is offering free Salesforce Associate Practice Exams

Courses

And as always, there are some paid courses and platforms that may be worth considering:

Trailblazer Virtual Bootcamp for Salesforce Associates [TVB101] from Salesforce Trailhead Academy ($75, currently discounted 50% to $37.50)

Week 1: Salesforce Ecosystem and Enablement

Describe Salesforce Resources

Identify Customer 360 Product Offerings

Describe How to Use Salesforce

Identify Job Roles and Careers

Week 2: Salesforce Platform Basics

Navigate the Salesforce Interface

Navigate Salesforce Setup

Get Started with Salesforce Architecture

Week 3: Salesforce Data Model & Visibility

Explain Object Relationships

Ensure Data Visibility and Data Quality

Week 4: Salesforce Analytics

Visualize Data with Reports and Dashboards

Udemy (3.5 hours, 1 practice exam; $25, currently discounted 40% to $15)

Salesforce Upskill

Workshop

Click on the following image to view the 1.5 hour workshop recording.

Salesforce Certified Associate training workshop

Credits

Thanks to each of the authors of the aforementioned content. Further, a shoutout to the CU Salesforce Student Group, the first Salesforce student group in the world! I am the Faculty Advisor to the group.

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Matthew John Brady
HumanCentered

Founder & CEO of @VolleySolutions , Instructor @LeedsBiz. Successful exits as CEO @AbsenceSoft; CTO @Opolis; COO @2lemetry. MBA @Kellogg; BS @TechPurdue