# What are the essential Salesforce Platform features a beginner should learn to improve customer relationship management?

What are the essential Salesforce Platform features a beginner should learn to improve customer relationship management?

##### Post Metadata
- Posted at: about 2 years ago
- Author title: Pinned by G2 as a common question
- Net upvotes: 2


## Comments
### Comment 1

Below mentioned points might help you as a beginner into Salesforce CRM:

1) Creating objects and fields
2) User permissions
3) Flows
4) Page layouts and Record Pages.

These are good to go as of now, there are lot of things to explore in this.

##### Comment Metadata
- Posted at: almost 2 years ago
- Author title: Salesforce Developer
- Net upvotes: 1


### Comment 2

A beginner should start by learning the overview of Salesforce and its business processes. The first step is to understand the Sales Cloud and Service Cloud, as these are the core components of Salesforce. Once you grasp these, you will have a good understanding of the CRM (Customer Relationship Management) process.

Salesforce also provides a built-in learning platform called Trailhead. You can sign up for a free Trailhead account and explore the basic modules on CRM, Sales Cloud, and Service Cloud.

These modules will guide you through:

1. What Salesforce is and how it works
2. How to create objects, fields, and records
3. The fundamentals of managing sales and service processes

This forms the foundation for moving into more advanced Salesforce features and customizations.

##### Comment Metadata
- Posted at: 11 months ago
- Author title: Salesforce Lead Tester @Aintiram Web Tech | 10+ years of Experience | 1x Certified | 3* Ranger | 27x Super Badge |



### Comment 3

Use trailhead within Salesforce to learn some of the basics. I found self learning with Salesforce the best use of time. You can create your own trail on the topics that you want to complete and then it will recommend best next steps. It will depend how you want to improve customer relationship management, is it the process, understanding data driven decisions the list is totally endless, but I would break it down into chunks and answer the following questions:

- What do you want to improve
- What does good look like

It could be as simple as improving a case layout, so you want to look at objects and fields, or it could be about dashboards and reporting 

##### Comment Metadata
- Posted at: over 1 year ago
- Author title: Passionate about sales leadership and people development



### Comment 4

Need to learn CRM data model and OOB functionality of the Salesforce CRM . Also better to start Salesforce Flow learning .

##### Comment Metadata
- Posted at: about 2 years ago



### Comment 5

Learn how to create new accounts, and update existing leads and contacts. 

##### Comment Metadata
- Posted at: about 2 years ago
- Author title: Sales Development Rep




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