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Salesforce Roadmap for Developers and Admins

yashshrivastava

Introduction


In this Guide, I am going to explain a roadmap for the Salesforce Developers and Admins to get started with your Salesforce Journey. I will try to make this guide as short as possible and most effective as possible by providing the resources as well as salesforce official documentation and some salesforce content creators’ YouTube videos to kick start your career in Salesforce.

Let’s start.

FAQs

What should I choose Salesforce Admin or Development?

There is no this or that in both the roles. Both the roles are separate from each other it totally depends on you in which role you are more comfortable with either Admin or development. There is a wide number of industries out there that are hiring for both roles.

Is Trailhead.com enough to get a job?

No, Trailhead.com is a good resource to get started with your learning path in salesforce, it will help you in developing the skill set which is required in the journey. You might need to explore the other resources also and need to practice the examples.

I am done with Journey to Salesforce Program and not able to crack the Interview what should I do?

No need to get disappointed, if you are not able to crack the interview you need to think again if you are applying for the same role in which you are comfortable or if your profile full fill the Job description. You can explore other resources also apart from the trailhead. You can also explore interview questions around the Job role.

Is Salesforce Certification mandate for a fresher?

No, but it is good to have one it adds a plus factor to your profile. But, again do not take a certificate without having the knowledge it will set some expectations for the interviewer.

I Have 100+ Trailhead.com badges, how can I get a job?

No of Badges will not give you the job. You need to have the required skills for that job role (Do not take this, either way, a person having a badge might or might not have knowledge). If you are not getting the call for an interview then you also need to work on your resume.

How to prepare your resume for the Salesforce Interview?

Your resume serves as an ambassador for your brand, presenting you as the product in the market. You must keep the following considerations in mind while you create your resume.

  1. Contact Information placement
    1. Always list your calling number first on a resume, followed by your secondary number.
    2. Include the primary email address that you regularly check.
  2. Always review the job description before editing your resume to reflect the JD.
  3. It is good to have multiple copies of your resume accordingly so that you can use them for different Job requirements. Like Admin, Developer, DBA, Consultant.
  4. Design your resume in a way that your skills are always listed on top.
  5. If you have contributed to any project or have any repository on GitHub place its link on top.
  6. Put your trailhead profile link.
  7. Mention the number of badges you have.
  8. Mention the projects that you have developed in the salesforce during your training or in your graduation.
  9. Always showcase your role and responsibilities in the project in brief so that it will showcase your skills.
  10. Showcase your role and responsibilities in the project in brief so that it will showcase your skills.
  11. Your resume should not be more than 2 pages.

For Example:

Road Map

Initially, you can start your journey from Trailhead.com.

You can follow my trail mix at the trailhead. In that, I have included all the required trails, modules, and projects that you may have required in your journey from beginner to advance developer in salesforce.

 Trailmix link: https://trailhead.salesforce.com/users/yshrivastava/trailmixes/beginner-to-advanced-developer-roadmap

Don’t just rely on or limit yourself to Trailhead.com only. You need to have a mindset before you do a trial or module, you’re not just collecting the badges to showcase your profile you are doing the exercise to get a command on that topic.

Once you get started with your Trailhead journey with the trail mix and modules you also need to explore other resources for the same topic. Let us take an example, if you’re doing the “Apex Trigger” trail and you are not clear with the information provided on that trail then you need to check out some other resources also to cover most of that topic.

Some good places you can learn about Salesforce:

1. Salesforce Official Documents

2. Salesforce Developer Blogs

3. Apex Hours Videos

4. ApexHours.com

5. Salesforcegeek

How to Get Started

As a developer, you should know the basics of Salesforce Admin also so that you can follow a better approach further in your career. As salesforce says try to go with point-and-click tools first and if it can’t full fill your requirements then go and write custom code.

Salesforce Admin

  1. Salesforce Platform Basic
  2. Data Modelling
  3. Object Relationships
  4. Profiles

Other Resource: https://www.salesforcetutorial.com/working-profiles-salesforce/

5. Permission Set

Other Resource: https://shreysharma.com/permission-sets-object-level-security/

6. Roles in Salesforce

Other Resources:

  1. https://www.appseconnect.com/roles-in-salesforce/
  2. https://www.salesforceben.com/salesforce-roles-profiles-permission-sets/

7. Validation Rule

Other Resources:

  1. https://www.salesforceben.com/simple-salesforce-explained-how-to-get-started-with-validation-rules/
  2. https://help.salesforce.com/articleView?id=sf.fields_useful_field_validation_formulas.htm&type=5        

8. Data Security

Other Resource:

  1. https://www.youtube.com/playlist?list=PL-gW8Fj5TGrp3d-f6P-58aRgyuKKZdhCp

9. Sales Path in Salesforce

Other Resource:

  1. https://trailhead.salesforce.com/content/learn/modules/sales_admin_optimize_salesforce_for_selling/sales_admin_optimize_for_selling_unit_1
  2. https://help.salesforce.com/articleView?id=sf.path_overview.htm&type=5

10. Record Type in Salesforce

Other Resource:

  1. https://www.salesforceben.com/when-to-use-record-types-vs-page-layouts/
  2. https://www.youtube.com/watch?v=K6-VUULklPE

11. Automation

Flow Builder

  1. https://trailhead.salesforce.com/en/content/learn/modules/flow-basics
  2. https://www.youtube.com/playlist?list=PL9kdg63vJl6C0URtd8NW18zcjaRSsczQ_
  3. https://trailhead.salesforce.com/en/content/learn/modules/flow-builder

Work Flow Rule

  1.  https://www.salesforceben.com/workflow-rules-vs-process-builder-feat-apex/

Process Builder

  1. https://help.salesforce.com/articleView?id=sf.process_overview.htm&type=5
  2. https://trailhead.salesforce.com/content/learn/modules/business_process_automation/process_builder
  3. https://automationchampion.com/learning-process-builder/

Salesforce Developer

Now, if you have come this far it’s time to learn about the development. Salesforce Developer is an individual who is responsible for developing the custom logic according to the business requirement. Let us look at what you should be requirements for that role. Again it is not compulsory for someone to know everything written here for the interviews. Look at the JD where you applying and prepare for those topics first.

  1. Oops Concept
    1. https://beginnersbook.com/2013/04/oops-concepts/
    2. https://www.freecodecamp.org/news/object-oriented-programming-concepts-21bb035f7260/
  2. Data Types Salesforce
    1. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/langCon_apex_data_types.htm
  3. List in Salesforce
    1. https://www.youtube.com/watch?v=C7K2b5g6tz4&t=30s
    2. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_methods_system_list.htm
  4. Set & Map in Salesforce
    1. https://www.youtube.com/watch?v=2YcX4Myr0bo&t=7s
    2. https://trailhead.salesforce.com/content/learn/modules/object-oriented-programming-for-admins/define-sets-and-maps
  5. SOQL
    1. https://www.youtube.com/watch?v=1w_ErSBclR4&t=303s
    2. https://trailhead.salesforce.com/content/learn/modules/apex_database/apex_database_soql
    3. https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm
    4. https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_sosl_intro.htm
  6. SOSL
    1. https://trailhead.salesforce.com/content/learn/modules/apex_database/apex_database_sosl
    2. https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_sosl_syntax.htm
    3. https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_sosl_examples.htm
    4. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_dynamic_sosl.htm
    5. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_methods_system_search.htm
  7. Apex Trigger
    1. https://trailhead.salesforce.com/content/learn/modules/apex_triggers/apex_triggers_intro
    2. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers.htm
    3. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_syntax.htm
    4. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_context_variables.htm
    5. https://www.youtube.com/watch?v=_E8vl3OJOkA&list=PLV3ll8m0ZlprzM-qGJ5nQfo35_HWaNsTu&index=13
    6. https://www.youtube.com/watch?v=bFHJDXRBEt8&list=PLV3ll8m0ZlprzM-qGJ5nQfo35_HWaNsTu&index=12&t=1s
  8. Future Apex
    1. https://trailhead.salesforce.com/content/learn/modules/asynchronous_apex/async_apex_future_methods
    2. https://medium.com/salesforce-champion/salesforce-asynchronous-apex-future-method-b64fd87529e5
    3. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_annotation_future.htm
    4. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_invoking_future_methods.htm
    5. https://www.youtube.com/watch?v=rRe0qQGRjv8&list=PLV3ll8m0ZlprzM-qGJ5nQfo35_HWaNsTu&index=10
  9. Queueable Apex
    1. https://www.youtube.com/watch?v=QI9rzBMaw8s&list=PLV3ll8m0ZlprzM-qGJ5nQfo35_HWaNsTu&index=11
    2. https://trailhead.salesforce.com/en/content/learn/modules/asynchronous_apex/async_apex_queueable
    3. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_queueing_jobs.htm
    4. https://www.biswajeetsamal.com/blog/queueable-apex-in-salesforce/
    5. https://medium.com/elevate-salesforce/interview-series-queueable-apex-3cf7f73e4543
  10. Batch Apex
    1. https://www.youtube.com/watch?v=FAfOTLOp3FY&list=PLV3ll8m0ZlprzM-qGJ5nQfo35_HWaNsTu&index=6
    2. https://www.youtube.com/watch?v=bz0F8mTcf30&list=PLV3ll8m0ZlprzM-qGJ5nQfo35_HWaNsTu&index=7
    3. https://www.youtube.com/watch?v=-WoJAQTo8iY&list=PLV3ll8m0ZlprzM-qGJ5nQfo35_HWaNsTu&index=8
    4. https://www.youtube.com/watch?v=dtsg6_v1zbU&list=PLV3ll8m0ZlprzM-qGJ5nQfo35_HWaNsTu&index=9
    5. https://trailhead.salesforce.com/content/learn/modules/asynchronous_apex/async_apex_batch
    6. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_batch.htm
    7. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_batch_interface.htm
    8. https://www.youtube.com/watch?v=2fpcn6xdsmY&list=PLV3ll8m0ZlprzM-qGJ5nQfo35_HWaNsTu&index=22
  11. Apex Test Class
    1. https://www.youtube.com/watch?v=t-zMhIhrj_8&list=PLV3ll8m0ZlprzM-qGJ5nQfo35_HWaNsTu&index=20
    2. https://www.youtube.com/watch?v=w8KnSnsLQHA&list=PLV3ll8m0ZlprzM-qGJ5nQfo35_HWaNsTu&index=21
    3. https://trailhead.salesforce.com/content/learn/modules/apex_testing/apex_testing_intro
    4. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_methods_system_test.htm
    5. https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_qs_test.htm
  12. Lightning Web Component
    1. Trailmix – https://trailhead.salesforce.com/en/content/learn/trails/build-lightning-web-components
    2. Lighting Web Component Playlist – https://www.youtube.com/playlist?list=PLV3ll8m0Zlpog5kPVuyYc1d3CzbsNqPxK
    3. Playlist2 – https://www.youtube.com/playlist?list=PLaGX-30v1lh2R0DmV94hqMtPSpiIT7xmO

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