Salesforce allows you a 30 day trial….that made me wonder, is 30 days enough to try out? Maybe…of course that depends on the person and what they are looking for. How about a person that doesn’t know what they are looking for? This of course it not an all inclusive list…but a good place to start:
- Get a feel for the platform: Get accustom to the verbiage. Depending on your experience some systems call object different things…Accounts/Companies, Contacts/People, Opportunity/Deal…you’ll get the picture.
- Enter some data, enter an Account with some Contacts, that have some tasks, that the Account is has an Opportunity and also some Cases. You’ll get an idea really quick how this platform is connected.
- Explore the backend, Setup, Setup, Setup.
- Add fields to objects, edit page layouts, create validation rules.
- Create a report and dashboard.
- Create a workflow rule that does a field update, task, and email alert.
I’d imagine if you get that far….you’ll be hooked. If you don’t and your trial runs out, you can always sign up for a developer account here: http://developer.force.com/