Breaking Into Tech as a Salesforce Admin

Have you ever caught yourself thinking about your favorite brand, then receiving a promotional email from them immediately after? If you’ve ever found a company that you enjoy interacting with, it probably means there’s a Salesforce admin and a marketing team on the other side of the screen, working hard to keep you hooked.

Salesforce is a cloud-based customer relationship management (CRM) tool that helps companies manage interactions with current and potential customers.

If someone told me three years ago that I would be a Salesforce admin today, first, I would’ve been like, “What’s that?” and secondly, I would’ve told them they were crazy.

Before I joined Stratifyd, I was working at a music store that manufactures instrument repair tools and supplies. While I enjoyed working there in a customer success role, I was ready for a career change and I knew I wanted to move into the tech world. Long story short: A childhood friend of mine (who previously worked at Stratifyd) introduced me to Salesforce and encouraged me to look into it, and the rest is history.

I see the program as a source of truth and record keeping for data pertaining to sales opportunities since I mainly use the Sales Cloud tool, which records and tracks our sales cycles. I’m a problem solver by nature, and it’s a great tool for companies that have problems in their sales processes (I love that I can do this without knowing how to code). My role at Stratifyd means that I try to automate as many steps in the sales cycle as possible and manage what our Sales Development Representatives (SDRs) can see and do in the platform.

Becoming proficient in Salesforce opens a lot of doors, no matter the company. It’s beneficial in every industry and it takes a special human to have an analytical brain with the ability to think creatively. Looking back, I wish I had known about it sooner. So, whenever I come across someone who’s interested in breaking into a new industry, I always suggest looking into Salesforce.

Salesforce in the Tech Industry

I can’t stress enough the importance of tech companies (especially if they’re selling a product or service) utilizing Salesforce admins. It’s a complex tool with a lot of components, and it’s important to have someone who understands how each individual part functions and how they work together.

Since I'm still new in the tech industry, being a fresh Salesforce admin is really intimidating, but also extremely fun. At the same time, I'm lucky to work at Stratifyd. There’s an overwhelming feeling of support here, and everyone has been patient while I continue to learn everything that lies under the surface of Salesforce.

Steps to Becoming an Admin

First, start completing trailheads, Salesforce’s free training modules. You can sign up for a developer org, which is a basic version of the platform that you can build out and practice in (the trailheads will teach you everything).

I spent about a year and a half working on trailheads before signing up to take my admin certification. After that, I spent three months hardcore studying for the exam. I also registered for the Salesforce proficiency pack, a six-week training course that gives you access to an instructor and a study group to collaborate with.

If you want to become a Salesforce admin, it’s helpful to have some type of sales background or experience. Having a proficient knowledge about how sales cycles work will make the entire process a lot easier.

Other than completing trailheads (and studying until your brain turns to mush), networking is one of the most important and beneficial things you can do. I know it can be scary, but I was so glad I did it. It’s awesome to meet people who are in the same place as you are, and it’s a great feeling to find a group of beginners to confide in.

After living in the admin world for a few months, I realized there weren’t many opportunities for beginner admins to meet up and learn together. While I’ve been to a few user groups with other admins in the Charlotte area and enjoyed connecting with other pros, I felt lost during the sessions. It’s hard to cover content across so many different levels of experience.

So, we’ve decided to take matters into our own hands and host two Salesforce lunch and learns for beginners. These lunch and learns are open to anyone who’s transitioning into the space, new admins, or even those who are just curious about becoming an admin. These sessions will not only help me brush up on my skills, but also offer a comfortable networking space for beginners.

The first session will be held on Thursday, July 11, from noon to 1 p.m. Come out and learn about the basics of Salesforce, network with others in the space, and enjoy lunch on us!

To learn more and register for the event, click here.

About the Author

Marolyn Garo is a Salesforce Admin at Stratifyd who enjoys playing the flute, reading memoirs, watching horror films, and playing board games in her spare time.

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