I have had no background with Salesforce, in fact I had never even heard of it before joining CloudJungle! So, to get started I was pointed to Trailhead, which is the official Salesforce guided learning website. Here you can do quizzes and interactive tasks in your own Salesforce playground, for hands on experience with the software. I earned 25,000 points following the admin certification route before my first day on the job.
Working within consultancy is great. I’m able to get my feet wet with lots of different areas, rather than being tasked to a specific app, organisation or project. for my first week, I was given the biggest excel spreadsheet I had ever seen, and we were mapping ID’s to records and then cleaning up the tracker to upload to Salesforce. It took a couple of hours to get the spreadsheet organised; compared to the days it would have taken to manually change over 400 entries.
The rest of my first week consisted of report and dashboard building for our client WHP Telecoms. I was amazed at the power of the dashboard and how easy it was to turn hundreds of records into easy to see metrics and graphs, that’ll help our client grown and see the necessary information they need at a glance. All these options at my fingertips to provide project managers with the correct numbers, if they decided they wanted to see a different measurement it would be a quick process of moving filters or their chosen records around.
I’ve also been given the opportunity to refresh the project management app for CloudJungle and add some new features to make it a smoother working experience. This involved playing in the settings of the app, which is the first time I’ve been able to work with the backend of Salesforce. Using Process Builder to create automated tasks is thrilling when it works but frustrating when it doesn’t! Automation can be a big part of Salesforce because just about any function can be automated, which reduces clicks for consumers and gets rid of manually submitting or sending files to one another
What has surprised me the most about Salesforce, is just how good it looks. Aesthetically pleasing to the eye, yet functional and powerful. I’ve seen some software either look good or work well but often not both!