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Heather Davis Lam

Heather Davis Lam is the Founder & CEO of Revenue Ops LLC, and holds multiple certifications from Salesforce, Salesloft, Hubspot, and other revenue operations platforms.

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Back to School: Your Guide to Salesforce and Salesloft Training Resources

As summer waves goodbye and the back-to-school vibes fill the air, it’s the perfect time to refresh your systems knowledge and learn something new. In the world of revenue operations, Salesforce and SalesLoft shine as a dynamic duo. And, if you want to harness their full potential, education is your golden ticket. So, grab your backpack and join us as we explore the world of Salesforce and Salesloft training resources that will position you at the top of the class in revenue optimization this fall and beyond.

Salesforce Training Resources

Trailhead

The Trailhead program is the first place to start when reviewing Salesforce training resources. With modules and trails suited for all levels, it has everything you want to know about the application and more. Plus, you can earn badges along the way to show others the progress you’ve made!

Salesforce Certification

While Trailhead is a great place to learn, there comes a time when you need to show your Salesforce proficiency. The Salesforce certification program is an excellent mechanism for publicizing your skills. Achieving certifications like Salesforce Administrator, Sales Cloud Consultant, and Service Cloud Consultant is a great way to grow your knowledge base and your career. 

Trailblazer Community

The Salesforce Trailblazer Community is your bustling marketplace of wisdom. It’s where users, developers, and administrators gather to exchange ideas. You can connect with fellow enthusiasts, ask burning questions, and share your own pearls of wisdom.

Salesloft Training Resources

Salesloft University

Like the Trailhead program, Salesloft University is the first place to go when you want to expand your system understanding. The courses, webinars, and documentation will help you become the Salesloft expert you’ve always aspired to be. 

Salesloft Certification

The Salesloft certification program is where you put your learning to the test. Earning a Salesloft certification not only signals to the rest of the world that you have in-depth experience with the tool but will push you to discover new solutions to persistent sales challenges. 

Salesloft Knowledge Base

The Salesloft Knowledge Base is your library for all things Salesloft. It’s where you find answers to those questions that seem simple but are more complicated than you initially thought. It’s a great resource to troubleshoot issues that pop up during your regular interactions.

Collective Learning

For business owners and operations professionals, mastering Salesforce and Salesloft isn’t just about earning gold stars; it’s ultimately about applying the skills to your company’s growth and development objectives. While the resources highlighted above are invaluable to overall understanding, here are three other pathways that can play an essential part in your team’s development.

Team Training: School is in Session for Everyone

Gather your team for some group learning fun. Organize workshops or virtual training sessions to ensure everyone in your organization is confident and comfortable with the current technology and the operational processes. It’s like hosting a school-wide pep rally for your revenue ops team.

Integration Resources

Explore resources that help you seamlessly integrate Salesforce and Salesloft with your tech stack. Maximizing efficiency usually requires you to strategically connect programs in such a way as to make everything run like clockwork. Something has to change if your applications aren’t playing well with each other.

Consulting Services

Seek consulting partners, like Revenue Ops LLC, who specialize in the Salesforce and Salesloft platforms. We customize your implementations and integrations to fit your unique business needs. Our RevOps specialists serve as personal operations mentors whose services range from streamlining workflows to providing monthly system support.

Hit the Books

As we embrace the back-to-school spirit, remember that learning more about the applications your company relies on can lead to significant breakthroughs. With a variety of training resources that cater to every learning style, there’s no limit to your revenue-boosting potential. In this back-to-school season, put on your thinking cap, sharpen your pencils, and dive into the playground of Salesforce and Salesloft training resources. The school year is just beginning, and the honor roll awaits!

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