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Is your organization getting the most out of Salesforce’s Trailhead?
By Stephen St. John | February 17, 2022

Have you ever found yourself trying to figure out how to create a flow, update a page layout, or create a complex formula field, and you can’t get it to work? I sure have. One of the things that I am constantly reminded of working in the Salesforce ecosystem is that there are always new things to learn, and the platform and its number of product offerings continue to grow. Salesforce also believes in continuous learning, and in 2014, they launched Trailhead.

What is Trailhead?

Trailhead is a learning platform built by Salesforce to allow seasoned Salesforce veterans and people new to the platform the ability to get hands-on Salesforce experience.

Trailhead’s 4 different main options: Projects, Modules, Trails, and Trailmixes

So when you are trying to get started with Trailhead, knowing where and how to start can be a daunting task. First, you need to create a profile and login to Trailhead. Login in allows you to track your progress, create your own trailhead orgs, and begin learning the Salesforce basics!

Trailhead’s training is broken down into 4 different main options: 

  1. Modules– Modules introduce you to specific topics in bite-sized units. Each module takes anywhere between 5 to 45 minutes to complete. The goal is to learn a particular feature, when it’s helpful, and how to use it. 
  2. Projects– Projects give you hands-on practice with different Salesforce technologies with step-by-step instructions. This offers you the ability to learn a new skill and gives you the experience of completing this skill in an actual demo environment.
  3. Trails– Trails are guided learning paths that group both Modules and Projects together. These teach you skills and knowledge about a specific topic with carefully curated modules and projects to streamline your learning experience. 

Trailmixes– Trailmixes are custom learning modules that combine modules, projects, and trails into the most in-depth learning experience on the Trailhead.

How do I keep track of my progress?

You will earn Trailhead badges as you complete your modules, projects, and trails. To keep track of your progress and show how your skills have grown, Trailhead utilizes Trailblazer Ranks. These ranks show how many badges you have completed as you work your way up to Trailblazer’s highest badge, the Ranger Badge! 

How can your Organization utilize Salesforce’s Trailhead?

Whether your Organization is already on Salesforce, your team is considering adding a new Salesforce product like Sales or Service Cloud, or your team is just interested in the capabilities you and your team can begin trailhead journey.

Many Associations and Nonprofit Organizations have many of their team members wearing multiple hats within the Organization. By investing in Salesforce, your Organization is adopting the #1 Cloud Platform, and your Organization will begin to immediately feel the benefit of the clicks, not code configuration that Salesforce provides organizations. Additionally, by utilizing Trailhead, your Organization can provide its team members a free and fun way to learn Salesforce on their own time and at their own pace.

3 modules to get you started with Salesforce Trailhead

  1. Salesforce Platform Basics– This module will get you introduced to the platform, help navigate potential uses for Salesforce, and introduce you to the AppExchange.
  2. Data Modeling– This module will explain the structure of the information within Salesforce and introduce you to the modeling basics of objects, fields, and relationships
  3. Reporting & Dashboarding– With Salesforce, the way your Organization reports and displays its data will be changed forever. Gone are the days when reports could only be built by one person. With this module, you will be able to see how easy it is to create reports using Salesforce’s drag and drop functionality. 

If your organization is interested in creating a tailored and custom learning experience for your employees, customers, or partners, you can leverage myTrailhead!

myTrailhead platform provides organizations a one-of-a-kind learning experience that allows the delivery of custom, engaging, and contextual learning. myTrailhead can be used for:

  • Trail Maker- Allows your Organization to quickly create custom learning modules and learning paths unique to your Organization.
  • Makes learning engaging and personalized- Motivate and reward learners with points, badges, and a gamified digital experience.
  • Track Learning and Progress- Track employees complete training, trends, and performance data to see business value and impact.
  • Deliver Learning in Flow of Work- Ensure that the training provided is relevant to your business.

Don’t Forget about the Trailblazer Community!

One thing to always remember is that with Salesforce, you are never alone! If you get stuck on how to do something, are looking for best practices, or are just interested in connecting with other ecosystem members, the Trailblazer Community is here to help! Within the Trailblazer Community, you can ask questions, join groups, share ideas and even join local groups for meet-ups!

Our team will be happy to help answer any questions and provide insight on how best to start the Salesforce journey together. Reach out to our team of experts!!

One thing to always remember is that with Salesforce, you are never alone! If you get stuck on how to do something, are looking for best practices, or are just interested in connecting with other ecosystem members, the Trailblazer Community is here to help! Within the Trailblazer Community, you can ask questions, join groups, share ideas and even join local groups for meet-ups!

Our team will be happy to help answer any questions and provide insight on how best to start the Salesforce journey together.

Reach out to our team of experts!!
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Stephen St. John is a 5x Salesforce certified  Solutions Consultant. He has experience supporting mission-driven organizations in both the Non-Profit/Association and the Public Sector Space. A South Carolina native and proud University of Maryland graduate Stephen enjoys hiking, cooking, and traveling.