Newsletter: How I Learned Salesforce

Learning software is my job – and probably part of yours.

Companies keep making new versions, new products, and new features which makes the learning constant. In this video, I go through the process I use to quickly learn new software products and I’ve outlined the main points for you below:

1. Start with Commercials – 90-second ads are great for helping you understand the purpose of the software. It’s about as high level of an overview as you can get.
2. Next, Dig into Industry Use Cases and Customer Stories – Webinars and detailed testimonials explain why people use this software – where they are actually getting value and what features you should pay attention to.
3. Finally, Explore Technical Tutorials – This is where you’ll learn how a feature works – its configuration options and how it fits into the rest of the app.

The mistake most people make is starting with tutorials. They’re too technical and too detailed. Modern software is complex and if your plan is to learn 100% of it, it’s going to take a while.

The method above works well because you learn what features actually matter to customers and what part of the app creates value. Armed with that knowledge, you can learn the 20% of the features that make up 80% of the outcomes you need.

Now, if you’re a consultant or investing for the long-term, keep learning. There is a lot of value in that last 20%. This approach will merely get you up and running faster.

Brian Hays

P.S. If you’d like to learn salesforce and how to automate processes along with me, consider signing up for one of our courses or subscribing on YouTube.

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