AI + Data + CRM Trailhead Quests
3 min read
Since beginning my Salesforce journey in 2012, I’ve sat for many Salesforce exams and earned 20 Salesforce certifications. I’m now a Certified Instructor! Along the way, I’ve learned valuable lessons about what it takes to prepare and pass your Salesforce exams and how to plan your Salesforce career.
Having a plan that helps you decide the “what, when, where, and hows” of your exam path can make the process much easier! Here’s my 5-part strategy to take your exam prep to the next level and set yourself up for success on your next Salesforce exam.
There is no right or wrong answer. Look at which certifications fit your current role and career goals. The variety of career paths you can go down with Salesforce skills is astounding. At the time I’m writing this there are over 40 certifications to choose from!
If you’re not sure where to start, you can fill out this free Career Match questionnaire to identify the career matches for you. It used to be more obvious which certification to go for next based on whether you were an Admin, Developer, or Consultant, but now there are many more options for Salesforce exams in other exciting career paths like Sales Professional, Designer, and Marketer.
Learn in-demand skills, earn resume-worthy credentials, and connect with a community of Trailblazers for mentorship and employment opportunities.
You have options! Trailblazers can take their exam in person, online, or even at a Salesforce event.
A systematic approach to exam prep gives you a solid framework to use each time you want to get exam-ready. Here’s the step-by-step process I recommend:
Book your selected exam to give yourself a deadline and as motivation to focus and plan.
Take your time, and remember to breathe! You want to remain calm and allow plenty of time to set up your room/login or get to the official test center. And ensure you’re comfortable – I like to make sure I’m hydrated and apply a fresh coat of lip balm before I start.
When it’s go time, work through the questions carefully. Read every word of the question before looking at the answer choices. Look out for a reason why the answer might not be correct!
When taking any exam, it can be stressful to wonder how well you’re doing as you go through the questions. This is where my most popular Salesforce exam tip comes in. Since this tip involves scratch paper and a pencil, it’s only applicable to in-person exams taken at a testing center. But don’t worry, online proctored exams still include on-screen notepads. This process may just look a bit different.
Once you’ve read carefully through the question and settled upon an answer, I recommend using scratch paper to track your confidence level for each response. Create three columns:
Use the mark for review tick box whenever you know the question deserves another look based on whether you scored it in columns A, B, or C. As you work through the questions, you can also glance at your columns to quickly calculate if you’re on track for a passing score. This is where knowing the passing score and how many correct answers this equates to is essential.
Once you reach the last question, complete a final count of your tallies. How are you doing? If you guessed your tallies correctly, would you pass? Your final count should help you prioritize which questions to look back at. Prioritize taking a second look at the exam questions you marked as an “educated guess” as you may be more likely to figure out the correct answer.
Of course, passing an exam warrants a full-on celebration (congrats!). And, if you didn’t pass this time, don’t despair. FAIL stands for “first attempt in learning. Review the section-level feedback you receive to give you an idea of your areas of improvement. For each section covered in the exam, you’ll receive percentage scores. The sections directly relate to the sections listed in the exam outline of the exam guide. Most importantly, remember to book another attempt as soon as possible while the subject matter is still fresh in your mind.
Now that you know these key steps to exam success, you can confidently tackle your Salesforce Certification exam. Best of luck, Trailblazer!
Here’s a round-up of some of my favorite resources:
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