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CRT-271 Certification Preparation For Community Cloud Consultants outline |

CRT-271 outline - Certification Preparation For Community Cloud Consultants Updated: 2024

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Exam Code: CRT-271 Certification Preparation For Community Cloud Consultants outline January 2024 by team

CRT-271 Certification Preparation For Community Cloud Consultants

Exam Details for CRT-271 Certification Preparation For Community Cloud Consultants:

Number of Questions: The test consists of approximately 60 multiple-choice and multiple-select questions.

Time Limit: The total time allocated for the test is 90 minutes (1 hour and 30 minutes).

Passing Score: To pass the exam, you must achieve a minimum score of 68%.

Exam Format: The test is conducted online and is proctored. You will be required to answer the questions within the allocated time frame.

Course Outline:

1. Introduction to Salesforce Community Cloud:
- Overview of Salesforce Community Cloud
- Key features and benefits of Community Cloud
- Understanding community member roles and access

2. Community Setup and Configuration:
- Creating and configuring community templates
- Customizing community branding and layout
- Managing community users and access permissions

3. Community Builder and Lightning Components:
- Building and designing community pages using Community Builder
- Utilizing Lightning components for enhanced functionality
- Implementing custom Lightning components in communities

4. Community Engagement and Collaboration:
- Enabling collaboration features in communities
- Implementing community engagement strategies
- Configuring and managing community content and discussions

5. Community Security and Sharing:
- Implementing community security and access controls
- Managing data sharing settings in communities
- Configuring authentication and login policies for community users

6. Community Analytics and Reporting:
- Utilizing community analytics to measure engagement and performance
- Creating custom reports and dashboards for community data
- Monitoring and optimizing community usage and adoption

Exam Objectives:

1. Understand the key concepts and features of Salesforce Community Cloud.
2. Configure and customize communities in Salesforce.
3. Build community pages using Community Builder and Lightning components.
4. Foster engagement and collaboration within communities.
5. Implement security measures and data sharing controls in communities.
6. Utilize analytics and reporting to measure community performance.

Exam Syllabus:

The test syllabus covers the following topics:

1. Introduction to Salesforce Community Cloud
- Salesforce Community Cloud overview
- Community member roles and access

2. Community Setup and Configuration
- Community templates creation and configuration
- Customizing community branding and layout
- User management and access permissions in communities

3. Community Builder and Lightning Components
- Building and designing community pages with Community Builder
- Utilizing Lightning components in communities
- Implementing custom Lightning components

4. Community Engagement and Collaboration
- Enabling collaboration features in communities
- Strategies for community engagement
- Configuring and managing community content and discussions

5. Community Security and Sharing
- Implementing security controls in communities
- Data sharing settings in communities
- Authentication and login policies for community users

6. Community Analytics and Reporting
- Community analytics for measuring engagement and performance
- Creating custom reports and dashboards for community data
- Monitoring and optimizing community usage and adoption
Certification Preparation For Community Cloud Consultants
SalesForce Certification outline

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ADM-201 Administration Essentials for New Admins ADM201
ADM-211 Administration Essentials for Experienced Admin
DEV-401 Building Applications with (DEV401)
PDII Salesforce Certified Platform Developer II (PDII)
Platform-App-Builder Salesforce Certified Platform App Builder
CHAD Certified Heroku Architecture Designer
DEV-450 Salesforce Certified Platform Developer I
FSLCC Field Service Lightning Cloud Consultant
CRT-251 Sales Cloud Consultant
CRT-450 Salesforce Certified Platform Developer I
Salesforce-Certified-Advanced-Administrator Certified Advanced Administrator
Salesforce-Certified-B2C-Commerce-Developer Certified B2C Commerce Developer
Salesforce-Certified-Community-Cloud-Consultant Certified Community Cloud Consultant
Salesforce-Certified-Identity-and-Access-Management-Designer Certified Identity and Access Management Designer
Salesforce-Certified-Marketing-Cloud-Consultant Certified Marketing Cloud Consultant
Salesforce-Certified-Marketing-Cloud-Email-Specialist Certified Marketing Cloud Email Specialist
Salesforce-Certified-Sales-Cloud-Consultant Certified Sales Cloud Consultant
Salesforce.Field-Service-Lightning-Consultant Field Service Lightning Consultant
Salesforce-Certified-CPQ-Specialist Certified CPQ Specialist
ADM-261 Service Cloud Administration
ADX-271 Salesforce Certified Community Cloud Consultant
Certified-Data-Architecture-and-Management-Designer Certified Data Architecture and Management Designer
Certified-Development-Lifecycle-and-Deployment-Designer Certified Development Lifecycle and Deployment Designer
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Service-Cloud-Consultant Salesforce Certified Service cloud consultant
CRT-271 Certification Preparation For Community Cloud Consultants
DEX-403 Declarative Development for Platform App Builders in Lightning Experience
DEX-450 Programmatic Development using Apex and Visualforce in Lightning Experience
Integration-Architecture-Designer Salesforce Certified Integration Architecture Designer
Javascript-Developer-I Salesforce Certified JavaScript Developer I
Marketing-Cloud-Consultant Salesforce Certified Marketing Cloud Administrator
Nonprofit-Cloud-Consultant Salesforce Certified Nonprofit Cloud Consultant
Pardot-Consultant Salesforce Certified Pardot Consultant
CPQ-201 Salesforce CPQ Admin Essentials for New Administrators
CPQ-211 Salesforce CPQ Admin Essentials for Experienced Administrators
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Salesforce-CMCAES Salesforce Certified Marketing Cloud Account Engagement Specialist credential proud of reputation of helping people pass the CRT-271 test in their very first attempts. Our success rates in the past two years have been absolutely impressive, thanks to our happy customers who are now able to boost their career in the fast lane. is the number one choice among IT professionals, especially the ones who are looking to climb up the hierarchy levels faster in their respective organizations.
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Certification Preparation For Community Cloud Consultants
Question: 91
Which three actions should the Salesforce Admin take before the Community launches? A Salesforce Admin is
launching a new Community in the Napili template for approximately one million members. The Community is built
with native Community template features and is within published member limits.
A. Prepare for cases logged by Community members and automation around auto response, case assignment, and
escalation rules.
B. Make sure customers are not members of other Salesforce Communities.
C. Test the Community for member activity, including cases and articles.
D. Formalize the member registration process, including automating the account assignment orperson account creation.
E. Performance test the Community with a large number of members with increased activity.
Answer: A,B
Question: 92
As a part of your Partner Community Roll-out strategy you plan to engage with stakeholder(s) within the business to
understand what they are hoping to get out of the community being implemented.
Who do you meet with?
A. Partner Relationship Manager and Sales Managers
B. Executives and the Partner Relationship Manager
C. Partner Relationship Manager and Marketing Managers
D. Sales Team, Marketing Team, Service Team and Executives
E. #AskForce on Twitter and the Success Community
Answer: D
Question: 93
When architecting a community strategy it is important to consider portal role count limitations .
What is the maximum number of portal roles that can existing in an organization?
A. 10,000
B. 2,500
C. 1,000
D. 4,000
E. 5,000
Answer: E
Question: 94
Which three Lightning Components are available in Builder when customizing a home page? Choose 3 answers
A. Related syllabus List
B. Feed Publisher
C. Headline
D. Search Results
E. Home Page Tabs
Answer: A,B,D
Question: 95
What features are you able to take advantage of in the syllabu Management section of the Community Manager?
A. Create, Merge, Rename and Delete Topics
B. Define Knowledge Articles that will be displayed against each topic
C. Assign Featured and Navigational Topics
D. Assign Featured syllabus Only
E. Assign Navigational syllabus Only
Answer: A
Question: 96
Universal Containers (UC) is building a Community to drive channel sales. UC has 2,000 partner accounts. The high-
level capabilities for UC Partners are:
– Partner users should only see Accounts and Cases that they have access to
– A Partner user must be able to create Cases for all Accounts in their account hierarchy, regardless of whether they
are a parent or child Account
– Partner users myst be able to collaborate within the private Groups of which they are
What are two ways the Salesforce Admin should fulfil these requirements? Choose 2 answers
Universal Containers (UC) is building a Community to drive channel sales. UC has 2,000 partner accounts.
The high-level capabilities for UC Partners are:
– Partner users should only see Accounts and Cases that they have access to
– A Partner user must be able to create Cases for all Accounts in their account hierarchy, regardless of whether they
are a parent or child Account
– Partner users myst be able to collaborate within the private Groups of which they are members
What are two ways the Salesforce Admin should fulfil these requirements? Choose 2 answers
A. Use Apex managed sharing on the Account and Case Object
B. Set External User Organisation-wide Defaults to Private on the Account and Case Object
C. Configure an Owner-based Sharing Rule on the Account and Case Object
D. Create a Criteria-based Sharing Rule with read/write access on the Account and Case Object
Answer: A,B
Question: 97
Universal Containers is experiencing an increase in spam in their Community. The Community Manager needs to put
in some pre -moderation rules to be alerted when multiple posts occur from the same user over a short period of time .
What should the Community Manager do to meet this requirement?
A. Create a rate rule and apply it to posts with newly registered members as the criteria
B. Activate a content rule to flag member -generated content with a Review Moderation action
C. Grant the ‘Community Moderator’ permission to allow access to view engagement reports
D. Grant the ‘Moderate Communities Feed’ permission to Community members so they can
flag content
Answer: D
Question: 98
niversal Containers (UC) is implementing a Customer Community which will have thousands of Accounts with tens of
thousands of Community users (Contacts). UC wants to ensure that all Customer Community licensed users are able to
access the assets tied to their Accounts .
Which action should the Salesforce administrator take when setting up asset sharing to ensure that Community users
can see their account assets?
Select one or more of the following:
A. Create a sharing rule for each accounts
B. Use Apex managed sharing to grant access to the Community users
C. Implement the role hierarchy on the Customer Community
D. Set up a sharing set that references the Account ID on the asset
Answer: D
Question: 99
Universal Containers builds their customer Community on Napili templates. They create several recommendations that
are visible on the home page, including one for their annual conference event. After the event, the Salesforce Admin
needs to remove the event recommendation.
Where should the Salesforce Admin delete the recommendation?
A. From the All Communities setup page
B. From the Community Workspace
C. From the Community site
D. From the Community Builder
Answer: A
Question: 100
Salesforce releases an enhanced feed publisher component in the latest release of the Napili template. Universal
Containers org is now on the latest version, but the collaboration component is NOT available in the Napili template .
What should the Salesforce Admin do to resolve this issue?
A. Refresh the Salesforce component list In Community Builder
B. Upgrade the template to like latest version
C. Enable Chatter for the one
D. Un publish and republish the Napili template
Answer: C
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SalesForce Certification outline - BingNews Search results SalesForce Certification outline - BingNews Salesforce vs. monday: Definitive Comparison

In today’s business world, using a top CRM software is no longer optional; it’s critical for success. A good customer relationship management (CRM) software will help you expedite your business growth by streamlining your workflows, boosting sales and improving customer engagement.

However, given the plethora of options available, choosing the right tool can be hard. In this article, we will dive into a detailed comparison of two popular CRM platforms, which we’ve covered extensively in our Salesforce CRM review and monday Sales CRM review. This guide offers helpful insights so you can make an informed choice that best suits your business needs.

Let’s now dive into a detailed comparison of the two platforms.


Both Salesforce and monday Sales CRM  have a vast range of features. However, Salesforce is richer in more advanced CRM features compared to monday.


Salesforce is a comprehensive CRM platform that offers a vast range of features, including sales automation, customer service, marketing automation and analytics. It offers lead management, opportunity management, customer service and contact management features. It also comes with a high degree of customization and integration features. This makes it suitable for businesses with complex sales and marketing operations.


monday is mainly focused on project management. As such, it’s not as heavy as Salesforce in terms of CRM features. However, monday also includes extensive project and team management, human resources, and software development features. This makes it fit for businesses that need an all-inclusive tool for improving sales and customer experience as well as team management.

Winner: Salesforce

Salesforce offers a wider range of features and functionalities to manage customer relationships and support sales and marketing efforts. This makes it the winner in terms of CRM features. However, if you are interested in more than just CRM features, monday is a better option.


Both Salesforce and monday offer a range of pricing options to suit businesses of different sizes.  They also come with a free trial, which allows users to try the tools’ features before committing to them. 


The pricing model for Salesforce is a bit complex and can be confusing. The pricing plans are based on the size of the business. Generally, the pricing plans for Salesforce are much more expensive than those of monday. The following are the four pricing plans that Salesforce offers:

  • Essentials: This goes for $25 per user per month paid annually.
  • Professional: It costs $80 per user per month paid annually.
  • Enterprise: This costs $165 per user per month paid annually.
  • Unlimited: It costs $330 per user per month


monday’s pricing plans are considered more affordable than those of Salesforce. These pricing plans are based on the number of features and users. In addition to the free plan, which accommodates up to two users, monday offers the following pricing options:

  • Basic: This costs $10 per user per month billed annually.
  • Standard: It goes for $14 per user per month billed annually.
  • Pro: It costs $27 per user per month billed annually.
  • Enterprise: This plan requires a custom quote.

Winner: monday

monday beats Salesforce hands down, as it offers more affordable and simple pricing plans, with the cheapest plan costing $10 per user per month. Although Salesforce has more comprehensive and robust features, monday also offers similar features at more friendly rates.

Customization and scalability

Both sales platforms come with excellent customization capabilities.


Salesforce offers a high level of customizability. It comes with a broad range of customization options allowing businesses to tailor the platform to suit their unique needs. With Salesforce customization options, you can change the platform’s interface, including the colors, logo and graphics, to reflect your company’s identity. You can also alter the dashboards to display important business information as well as create personalized applications using AppExchange. This platform also offers flexible plans to accommodate businesses of different sizes, making it appropriate for both small and large enterprises. This means that it will be able to adapt and cater to your business needs for performance and reliability as it grows.


While monday also provides pretty good customization capabilities, its options are not as extensive and advanced as those of Salesforce. The app comes with a wide range of fully customizable templates designed to suit specific activities. With Salesforce, you can modify the dashboards to suit your specific needs. Generally, monday’s customization options are easy and straightforward, which makes it a good fit for beginners and small companies.

Winner: Salesforce

Salesforce outshines monday, as it offers more advanced customization options. The downside to this, however, is that you may need a highly tech-savvy team to create custom applications and make optimal use of all the features the platform has to offer.


Both platforms have impressive integration capabilities, which allow you to connect different tools to enhance your team’s productivity and boost performance.


Thanks to its AppExchange, Salesforce integrates with over 3,000 other business apps. Salesforce integrates seamlessly with apps such as Slack, Stipe, Shopify and Google Drive, among many others.


While monday’s integration capabilities are not as extensive as Salesforce’s, the platform also has smooth integration with other apps, including project management, marketing and team collaboration tools. It integrates seamlessly with more than 30 apps, including Shopify, Gmail, Outlook, DocuSign, Microsoft Teams and Slack. It also has an Apps Marketplace that allows smooth integration with a range of other apps, for a total of 200 integrations.

Winner: Salesforce

Salesforce wins over monday in terms of integration capabilities, thanks to its AppExchange, which gives access to a wide range of apps.

Ease of use


Due to its vast collection of advanced features, Salesforce has a complicated user interface with various buttons to click, which can be overwhelming, especially to new users. It will thus require some time for users to fully master and use its features optimally. As such, Salesforce is most suited for large enterprises with complex CRM processes.


Compared to Salesforce, monday has a more friendly and straightforward user interface, which makes it favorable for new users. Its vibrant and colorful dashboard allows you to quickly locate all the functions you require. In addition, the platform offers extensive resources to help you get started easily. 

Winner: monday

In terms of ease of use, monday takes the crown. The platform boasts a simple interface and hence has a shallow learning curve. Further, given the platform’s rich resources, you’ll get running in no time.

Customer support

Customer support is a crucial consideration when choosing a CRM platform.


In addition to the various learning resources, Salesforce offers a range of options to businesses to efficiently deal with customer service inquiries, including a 24/7 phone support and an online forum. However, the level of support depends on your plan, with more support avenues available in the higher tiers.


monday offers customer support through various channels, including videos, webinars, articles, a knowledge base and a community forum. It also offers 24/7 support phone support plus a ticketing system and a dedicated customer success manager for enterprise plan users.

Winner: monday

monday is the winner in terms of customer support, as its 24/7 support is available across all its packages, including the free version.

Thu, 04 Jan 2024 10:00:00 -0600 en text/html
Best Salesforce Certification Courses

Salesforce skills and certifications are in high demand in the information technology industry and you’ll be positioned to take your career to the next level with a few certifications under your belt. 

But what’s the best way to prepare for the exam? An online Salesforce certification course is an ideal place to start. Whether you’re new to Salesforce or need to brush up on your skills, we’ll go over several options for you to choose from that go beyond an test guide.

The Best Salesforce Certification Courses

We explored over 100 Salesforce certification courses on the web and come up with our top picks. The featured courses are from LinkedIn Learning, PluralSight, Trailhead and Udemy. While this CRM platform is popular and these names are well-known, you should the platform that make the most sense for your needs.

Here’s a description of each course, who it’s for and the price point. We’ve also categorized the courses by skill level: beginners, intermediate students and advanced students.  

Salesforce Certification Courses for Beginners

These Salesforce Certification Courses are great for if you’re just learning the ropes.

1. The Complete Salesforce Classic Administrator by Udemy

  • Who it’s for: Beginners
  • Price: $19.99

Just $19.99 gets you a seat in this bestselling course from Udemy — it’ll teach you everything you need to know to pass the Salesforce Administrator Certification Exam.

When you enroll, you’ll have instant access to 10.5 hours of on-demand video, 17 articles, 2 downloadable resources and 1 practice test. The class begins with a lesson on how to create your own free account. You’ll also learn core concepts of the platform along with the mechanics of deploying the Lightning Experience in Salesforce.

The class is instructed by Mike Wheeler, Salesforce trainer, and Aaron Wheeler, Adobe certified expert. It’s designed for beginners and those who are a bit more experienced who want to take the Salesforce Administrator Exam. 

2. Prepare for Your Salesforce Administrator Credential by Trailhead 

  • Who it’s for: Beginners
  • Price: Free 

It’s fun to prepare for your Salesforce Administrator Certification test through Trailhead’s course. 

This 53-hour class begins with an overview of the test so you’ll know what to expect when it’s time to test. It’s followed by an organization setup task in Salesforce. Once you’ve got the foundational work out of the way, you’ll jump right into the first Salesforce Platform Basics module. 

As the course progresses, you’ll be required to complete a series of assignments and projects to demonstrate your proficiency in the subject. The class wraps up with helpful study tools and a practice test. 

Enrollment is free, but you’ll need to sign up for a Trailhead account to get started. 

3. Formula Fundamentals in Salesforce by PluralSight 

  • Who it’s for: Beginners
  • Price: Included with a monthly subscription 

You might want to gain a better understanding of how Salesforce formulas work if you want to enhance your user experience. This 5-star course is worth exploring. The class is a little over 1.5 hours and includes 6 modules. 

Instructor and software developer Dan Appleman covers formulas, data, operators and functions. He also shares real-life examples and testing formulas that can significantly assist you when as you use the platform. 

The enrollment fee for Formula Fundamentals in Salesforce is included in the $29 PluralSight monthly subscription. You can also grab a seat for free by signing up for a 10-day trial. 

Have you mastered Salesforce mechanics? If not, these intermediate-level courses may be a good fit.

4. Cert Prep: Salesforce Certified Administration by LinkedIn Learning (Formerly

  • Who it’s for: Intermediate students
  • Price: Included with a monthly membership

Taught by Christopher Matthew Spencer, a Salesforce certified administrator, this course is best for those who are ready to start preparing for the qualification exam. 

The 1-hour class touches on the benefits of certification, what’s included in the test and how to register. You’ll also learn which study materials are most useful and the tips you should implement to increase your odds of earning a passing score on the first attempt. 

It’s free to enroll with a $29.99 LinkedIn Learning monthly membership. But if you’re not yet a member, sign up for a free 1-month subscription to access the course for free.

5. Salesforce Platform App Builder Certification Course by Udemy

  • Who it’s for: Intermediate students 
  • Price: $19.99

Learn what it takes to pass the Salesforce Platform App Builder Certification Exam in this bestselling course from Udemy. You’ll also learn how to set up security and access permissions, configure a role hierarchy, build apps on the platform and a host of other useful skills. 

This class includes 19 hours of on-demand video, 11 articles and 6 downloadable resources to supplement your learning. Once you’ve reached the finish line, you’ll receive a Certificate of Completion. 

Enrollment is only $19.99 and it’s best to have a working knowledge of Salesforce before you sign up for the class.

6. Prepare for Your Salesforce Platform App Builder Credential by Trailhead

  • Who it’s for: Intermediate students
  • Price: Free 

You’ll be able to review key concepts that appear on the Salesforce Platform App Builder exam. This class begins with a primer on Salesforce fundamentals and dives into more complex concepts related to app building. 

The material is delivered through interactive modules that include hands-on tasks and projects designed to enhance your experience. After the course, you can work through real-life simulations that apply to concepts featured in the certification exam. Expect to spend approximately 55 hours working through the course.

Make sure you know design, building and implementation of custom application basics before you enroll in the course. 

Advanced Salesforce Certification Courses

Do you have extensive knowledge of the platform or are you a Salesforce certified administrator? You may be interested in these advanced courses.

7. Salesforce Certified Advanced Administrator- Part 1 by Udemy 

  • Who it’s for: Advanced students
  • Price: $19.99

Do you want to take your career to the next level as a Salesforce Certified Advanced Administrator? This course, the first of a 3-part series, will give you a sneak peek into what the process entails. You can proceed with the other 2 classes in Udemy if you enjoyed the first.

Test drive this 5-hour course for only $19.99. You can receive your money back within 30 days of enrollment if you’re not satisfied for any reason.

The Salesforce Administrator Certification Credential is a prerequisite for this course and you’ll also need it to sit for the exam. 

8. Salesforce Sales Cloud Consultant Certification by Udemy

  • Who it’s for: Advanced students
  • Price: $19.99

Are you interested in the Cloud Consultant Certification? If so, you might want to consider taking this class. This Udemy bestseller will equip you with the knowledge needed to pass the exam. Over 1,700 students have enrolled in this comprehensive course to date. 

You’ll be able to access a thorough discussion of the components of the exam. Instructor Mike Wheeler also covers implementation strategies, sales cloud solution design, marketing and leads, opportunity management, sales productivity and a host of other integral concepts. 

You can enroll for $19.99 and have instant access to 11 hours of on-demand video, 13 articles and 7 downloadable resources. 

9. Salesforce Service Cloud Consultant Certification Course by Udemy

  • Who it’s for: Advanced students 
  • Price: $19.99

This bestselling course will prepare you to pass the Salesforce Service Cloud Consultant Certification Exam. It includes 115 lectures condensed into 11 hours of video. You will also have access to 9 articles when you enroll. 

Instructors Mike and Aaron Wheeler offer 11 modules to give you access to essential industry knowledge. You’ll also earn the mechanics of implementation strategies, service cloud solution design, building custom service apps, knowledge management and interaction channels. 

Enrollment is $19.99 and you should have experience working in Salesforce before you register for this class. 

What Makes a Great Salesforce Certification Course?

Going beyond a practice exam, you need a certificate course that meets you where you are. The best Salesforce certification programs meet the following criteria

Taught by an Experienced Salesforce Trainer

Are you an IT employee? If so, you’re well aware that Salesforce is a sophisticated customer relationship management platform. Make sure you get an instructor who can break down terms, concepts and methodology. Look for a Salesforce trainer who’s well-versed in the platform and understands how to get you through the online certificate program. A Salesforce consultant may know the platform, but make sure they teach in a manner that speaks to you.

Interactive and Includes Resources 

You can’t expect to become skilled in Salesforce by reading a multi-page document. For this reason, the course should be interactive and include tasks or projects that allow you to apply the knowledge you’ve learned in the modules. It’s also a bonus if the instructor provides demonstrations for you to reference at a later date if needed. 

Most importantly, the course should include at least 1 practice test to test your proficiency in the material. Otherwise, you won’t know whether you’re prepared to take the salesforce certification test or if you need more time to study. 


Some classes may force you to rush through the material to meet deadlines. As you explore sales Certification courses, confirm that you’re allowed to work at your own pace prior to the Salesforce exam. That way, you can take your time and give yourself the best chance at passing the applicable test on the first attempt. 

Choose the Right Salesforce Certification Course

Enrolling in a reputable Salesforce certification course is the best way to set yourself up for success. You’ll take the guesswork out of trying to figure out what concepts to focus on and you’ll increase the odds of passing on the first try. 

New to Salesforce? Consider a free course to get acclimated with the platform. Once you’ve mastered the basics, move on to more complex material — enroll in intermediate and advanced courses. 

Confirm that the course is taught by a Salesforce trainer with a stellar track record. The course should also be self-paced so you have an ample amount of time to understand, retain and apply the information shared in the class. 

Frequently Asked Questions


Benzinga recommends The Complete Salesforce Classic Administrator and Prepare for Your Salesforce Administrator Credentials.


It takes 6 weeks to complete the certification, depending on your experience.


Depending on the industry in which you work and your role, you may or may not need Salesforce certification to obtain gainful employment. However, it is wise to receive as much training as you can to make yourself more marketable over the long-term.

Wed, 13 Dec 2023 10:01:00 -0600 en text/html
Best Corporate Training and Development Certifications for 2024

Corporate training roles exist at all levels and may include responsibilities ranging from administrative tasks to managerial oversight. Generally, these roles focus on assessing organizational learning and training requirements, creating training materials to fulfill those needs, and delivering the training. Training and development professionals need organizational and communication skills, as well as strong knowledge of common human resources practices. 

You can beef up your training and development expertise and show your value to employers by obtaining a relevant certification. Read on for the top certification programs to help you get ahead in the world of training and development. 

According to the U.S. Bureau of Labor Statistics, corporate training and development certified earn a median income of $63,080 per year, or just over $30 per hour. Training and development managers can expect median earnings of more than $120,000 per year, with the top tier receiving over $200,000.

While researching training and development certifications, we found that most employers look for a combination of human resources and training-based certifications. Below, you’ll find the certifications most commonly requested by employers for training and development job roles.

Best human resources certifications

Human resources-related certifications focus on the wide range of aptitudes found in these roles. Core competencies learned and certified in these trainings include knowledge management, training delivery and facilitation, change management, logistics, and business strategy. 

Many of these certifications are iterative, helping to showcase knowledge and capabilities as individuals grow in their careers. These certifications can help individuals break into working in HR or advance to higher positions. Some of our favorite trainings include: 

Training and development managers in the top-earning tier can make over $200,000 per year.

Best sales certifications 

Sales is the epitome of a people-person career. Certifications in sales can’t teach the necessary personality traits to excel in the field. However, certifications are generally vendor neutral and can help reinforce and teach the necessary technical skills, like ways to identify buyers and create sales strategies.

While many sales job descriptions now call for a bachelor’s degree, there are still plenty of employers that accept some combination of work experience or certification in lieu of a degree. Employers look for candidates who are highly productive and have the drive to increase company profits. A certification helps prove that you’re willing to go above and beyond to achieve goals. 

Some of our favorite sales certifications include: 

Best CRM certifications

Customer relationship management (CRM) takes customer service to another level. Modern CRM software uses technology and automation to find and interact with leads and customers. Leveraging CRM software can help a company engage with its customers to build trust and provide necessary products and services.

Current CRM certification courses are available through academic institutions, professional affiliates and massive open online courses. syllabus can include CRM optimization, automation, marketing strategies, product management, business to business (B2B), business to consumer (B2C) and networking. Some of our favorite certifications include: 

According to certification course provider Simplilearn, IT professionals with one Salesforce certification on their resume can expect as much as a 40 percent pay increase.

Best help desk certifications

Technical support and help desk positions are traditional entry points for IT professionals navigating their career paths. Help-desk certifications tend to focus on two areas: overarching help desk functions and job roles or technical support skills with an emphasis on specific vendor platforms or products.

Earning a respected help desk certification can help IT professionals stand out, validate valuable knowledge and skills, and demonstrate their willingness to learn to employers and hiring managers. In these cases, help desk certifications can help start, and lay the foundation for, a long career in  IT. Some of our favorite help desk certifications include: 

Best project management certifications

Project management certifications are among the most sought-after tech credentials. Project management certifications enhance and expand other IT qualifications and add to a professional’s skill set.

Project management involves planning, scheduling, budgeting, executing and reporting on various projects. In the IT realm, events such as hardware and operating system upgrades, platform migrations, security patches, software updates, and maintenance tasks are considered “projects,” so project management is incredibly important. Some of our favorite certifications in this space include: 

PMP certification is also recommended for anyone who aspires to become an enterprise IT architect.

Best PEO accreditations

Professional employer organizations (PEOs) can offload some HR-related tasks, as well as prove to be extremely successful organizations in which to work. There are hundreds of PEOs offering thousands of services to small businesses nationwide. Finding the right organization to work with, or for, is critical to success. 

Accreditations are one of the easiest, and most trustworthy, ways of picking a PEO. While there are many PEOs throughout the United States, only some are accredited by top PEO accreditation agencies. These agencies rigorously review PEOs and their services on a yearly basis to ensure that services are up to par.

The following are our top PEO accreditation picks: 

It’s common to confuse PEO services with ASO services, but there are big differences in how each will support your business. Learn more in our PEO vs. ASO guide.

Tue, 19 Dec 2023 09:59:00 -0600 en text/html
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Fri, 04 Aug 2023 03:58:00 -0500 en-US text/html
Professor Brad Carlson Tests Selective Salesforce Training

Companies spend billions of dollars on dedicating week-long events to train their employees. Associate Professor of Marketing at the Chaifetz School of Business, Brad Carlson, Ph.D., conducted a research study to find out whether selective Salesforce training is effective.

Professor Brad Carlson, Ph.D., conducted a research study to test whether selective Salesforce training is effective.

Real-world Research Application

Carlson and his colleagues analyzed three different training policies: full, selective and no training, to see which policy was most effective.

"Despite its many benefits, training salespeople is resource intensive: it reduces the in-store availability of those salespeople who receive training, and the opportunity cost of sending salespeople off the floor is often too high," Carlson said. "Selective training can save significant time and money for managers whose salespeople have similar performance levels."

Carlson's research study revealed that training only a portion of salespeople (selective) can be highly effective.

"Our research demonstrates that training a subset of the Salesforce can be a highly effective strategy," Carlson said. "Our findings offer direct objective instructions to managers on when to use either selective or full training and what configuration of salespeople should be trained so that the entire store benefits from their training."

The study showed that full training, training the entire sales force rather than a subset of salespeople, is preferred in stores with high-performance diversity among the sales team, he said.

"However, if training the entire sales team is not possible, our findings suggest that managers can systematically identify which group of salespeople should be trained so that the entire store benefits from their training," Carlson said. "Specifically, managers should choose a group of salespeople who are diverse in tenure (i.e., length of time with the organization) to enhance knowledge spillover."

These new findings allow businesses to strategically train salespeople in spreading knowledge across the team, furthering companies' success.

"Given the focus of SLU on creating and disseminating knowledge, I am surrounded by colleagues and a culture that encourages and recognizes productivity in research," Carlson said.

Research Recognition

Carlson was awarded the American Marketing Association's Sales Special Interest Group 2019 Excellence Research Award for the Journal of Marketing research article, "Does Selective Salesforce Training Work?," a study he conducted with Drs. Yashar Atefi, Michael Ahearne, James G. Maxham III and D. Todd Donavan.

"I am humbled and honored to be recognized by my peers and colleagues within the American Marketing Association and the marketing discipline for engaging in research that is meaningful and relevant," Carlson said.

Thu, 18 Jul 2019 07:56:00 -0500 en text/html
Salesforce - Resilience at Work No result found, try new keyword!Scenario planning has been vital to corporations, governments and institutions over the past 12 months in navigating the wide-ranging challenges of Covid-19. And it will remain a critical ... Thu, 20 Jul 2023 19:49:00 -0500 text/html Salesforce Preps Partners For The Fourth Industrial Revolution

As Salesforce looks to its next ambitious goal, scaling the business from $10 billion to $20 billion in annual revenue, partners are preparing to capitalize on the enormous opportunity presented by what the CRM leader considers "the fourth industrial revolution."

Salesforce estimates its exploding ecosystem will support 250,000 consultants by 2022, with 33 percent growth in services over that period.

Industrial Revolution 4.0—the wave of digital transformation sweeping every industry—is a shift that will not only have a profound impact on the business community, but all of society, Keith Block, Salesforce's president and chief operating officer, told attendees at a consulting partner keynote on the first day of the Dreamforce 2017 conference in San Francisco.

[Related: Salesforce CEO Benioff Does AI 'My' Way, With More Customization And Data Science Powering Products]

"You have been on this rocket ride with us," Neeracha Taychakhoonavudh, Salesforce's channel chief, told partners later in the same session.

The rocket will keep ascending because the cloud software company's product suite has never been stronger, she said, thanks to cutting-edge capabilities in artificial intelligence and the Internet of Things.

But while partners are "excited about innovation," Taychakhoonavudh said. They're also "a little bit anxious about keeping up."

Among the concerns: how to scale internal resources, especially skilled staff, to meet the wave of customer demand in the coming years?

One way Salesforce is looking to help consulting partners augment their workforces is through Trailhead. To reflect the growing prominence of that online educational environment, sometime next year Salesforce's consulting partner program will recognize Trailhead badges and points.

But Salesforce will ensure partners preserve their current investments in certifications while "acknowledging the investment" they're making in Trailhead, the channel chief said.

The company is also seeding the industry with Salesforce expertise through innovative programs, like free training for thousands of military veterans through the VetForce initiative. More announcements will come at Dreamforce later this week around workforce development, Taychakhoonavudh said.

The strategy is to bring partners and products closer together, she added.

Last year, Salesforce launched Lightning Bolt, a platform partners can use to streamline development of community portals and custom solutions across its clouds, helping them scale their practices with reusable IP.

Mike Micucci, general manager and senior vice president for Community Cloud, said partners have now built some 50 solutions that expand capabilities across industries.

Those Lightning Bolt solutions, for the first time, can be made available to customers on AppExchange, Salesforce's online store, he said at Monday's keynote.

Bulking up Lightning Bolt capabilities, Micucci also introduced Lightning Flow, which embeds automated processes.

Lightning Bolt is game-changing, delivering on a long-awaited promise of information technology, Howard Moore, CEO of Keste, a Salesforce partner based in Plano, Texas, told CRN.

"What we've always wanted to get to in the world of business software is no- or low-code to be able to develop solutions. And the goal was always to do it in some sort of modular way," Moore told CRN after the consulting partner keynote.

That capability finally arrives as the market sees the most expansive transformation in its history, Moore said, with every company realizing the imperative of modernizing to become a digital business.

Cloud, and Salesforce's platform in particular, hit the sweet spot of making it possible to do that fast, he said.

"If you're behind, you’re a digital procrastinator, your only hope is to jump on a true platform," Moore said. "Salesforce is your best opportunity to become a digital business fast."

Salesforce is delivering "the economics to leverage their licensing under the hood," he said, allowing partners to build components, package them, and deliver them on AppExchange. Keste has done just that, leveraging its expertise in product configuration, Salesforce Community Cloud and CPQ (Configure Price Quote) to build one of those 50 Bolt solutions.

The advent of Einstein, and move to intelligent cloud, further complements that value proposition, since Salesforce's approach offers an "in-built AI solution" that is seamlessly delivered as the technology evolves, Moore told CRN.

"As we go to $20 billion-plus, we have to think about what customers are asking for now," Dan Smoot, Salesforce's executive vice president for global partner sales, told partners during the keynote.

One priority is expanding access to the entire product portfolio, which means facilitating customer transitions to the Lightning user interface. Einstein will only run on Lightning.

Salesforce is also bringing to partners internal methodologies to gauge customer success, starting with what it calls "data-smart selling"—an approach that assesses customer propensity for buying.

Next year, the metrics Salesforce uses internally to perform health checks and recognize successful customer practices will be extended to partners through a "collaborative service model," Smoot said.

"The way you do that is through compensation," Smoot said, "so our service leadership now is compensated on partner success."

New investments will see Salesforce's Customer Success group invest in partners, and work closer with them in developing new services offerings.

Salesforce will also launch "partner accelerators"—one-to-one discussions between partners and Salesforce certified to evolve practices to solve ever-more-complex problems. Salesforce has been doing that for a few years with customers.

The Compass methodology, which involves an internal blueprint for customer execution plans, will also be presented to partners, Smoot said.

Tue, 07 Nov 2017 01:41:00 -0600 text/html
Building Skills: Deep Dive into Salesforce Admin and Developer Courses No result found, try new keyword!Recognizing the growing demand for Salesforce specialists, many Salesforce training and management programs are actively offering support. The knowledge of those who aspire to make it their own is ... Mon, 11 Dec 2023 16:57:00 -0600 en-us text/html Salesforce Introduces $50M Fund To Fuel Channel Growth

Hoping to spur channel growth on pace with its own, Salesforce on Wednesday introduced a $50 million strategic fund earmarked for investment in the company's consulting partners.

The Salesforce Ventures SI Trailblazer Fund will pour millions into systems integrators on the front lines of enterprise transformation, with an initial focus on those partners developing new practice areas or expanding across geographic regions, said Neeracha Taychakhoonavudh, the CRM leader's channel chief.

"To keep up with customer demand, we need to grow the ecosystem, especially with the consulting partners," Taychakhoonavudh told CRN. "This is really to fuel that growth that we believe is required from our partner ecosystem."

[Related: How Salesforce Convinced The Channel That No Software Licensing Margins Are No Problem]

A couple weeks ago, Salesforce reported another blazing hot quarter, with 26 percent year-over-year revenue growth for Q1.

In addition to capital investment through the Trailblazer Fund, Salesforce will also modify its channel program for those partners the fund supports, including an accelerated enablement program called the Salesforce Trailblazer Alliance Initiative.

Salesforce has created a special team—the first of its kind—that will offer those partners white-glove assistance with onboarding, marketing and sales mentorship, and implementation guidance, Taychakhoonavudh said.

The partner investment initiative comes on the heels of another Salesforce Ventures fund created to support technology partners.

Salesforce Ventures has been investing in the San Francisco-based company's partners since 2009, but the first formalized funding program was introduced in 2014 with investments in more than 200 partners, both systems integrators and ISVs selling software on the Salesforce AppExchange.

SI Trailblazer is the first fund laser-focused on providing capital to consulting firms looking to grow their businesses, especially around the CRM vendor's emerging products, Taychakhoonavudh told CRN.

The initial partners that will see a share of its $50 million are 7Summits, Arxxus and ATG.

7Summits, headquartered in Milwaukee, Wis., is focusing its business on building customer, employee and partner communities with the Salesforce Community Cloud.

Arxxus is an Australian systems integrator expanding its services capacity.

And ATG specializes in CPQ (configure, price, quote) and billing solutions using SteelBrick, a software suite Salesforce acquired near the end of 2015 and transformed into Salesforce Quote-to-Cash.

Tom Stergios, senior vice president of strategy at ATG, said the funding will help the company evolve from an implementer to a global thought leader around the nuanced technology.

ATG was a leading SteelBrick implementation partner, but when that product became Salesforce Quote-to-Cash, a global market opened to the company headquartered in Kansas.

Since then, ATG has become a Salesforce training partner, working with more than two dozen other Salesforce systems integrators around the world to help them master the intricacies of billing and price quoting, Stergios told CRN.

The funding "allows us to continue building out more tools," Stergios said, "tools expanded to handle clients in other parts of the world. We want to be polished enough to be used by partners doing hundreds of projects."

Salesforce is encouraging partners it invests in to grow as fast as they can without sacrificing the quality of their work, he said.

"We see this fund is laser focused on those partners that share the Ohana culture—working as fast as you can, but always on the backs of successful outcomes for clients," Stergios said. "This fund is going to identify those companies and give them a boost"

More consulting partners will see investments over the coming years, both those launching new practice areas and those expanding existing ones into new geographies, Taychakhoonavudh said.

Fri, 08 Dec 2023 21:43:00 -0600 text/html
Personal Finance and Professional Advancement Courses and Guides No result found, try new keyword!Read our best forex training options. Enroll in an online finance course today. Find options from beginners to advanced with Benzinga's review of the best online finance courses. A complete ... Wed, 01 Mar 2023 02:14:00 -0600 en text/html

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