In this Fíonta Minute, we will walk you through creating a Salesforce account that you can use for Trailhead training.
Welcome to the Fíonta Minute.
I’m David Manuel, Senior Salesforce Consultant for Fíonta, a Salesforce.org Impact Partner.
Today, we’re going to talk about creating a Salesforce account that you can use while you work through the Trailhead training program or for any other educational purpose.
You may already have access to a Salesforce account through your organization or this may be your first look at Salesforce. Either way, I recommend keeping your training accounts completely separate from any ‘real, live’ Salesforce accounts. Let’s create a new one together. Just go to trailhead.salesforce.com and click Sign Up at the top right of the screen.
Then click ‘Create a Salesforce Account’ (ignore the ‘Sign up with Salesforce’ unless you really want to use your existing Salesforce account). You’ll then get a sign-up form to create a ‘developer account.’ This will become one of your own Salesforce environments that you can use for learning and testing. It’s important to note that Salesforce usernames are globally unique and while they’re in the format of email addresses they don’t have to be your actual email address. In fact, if you’re using your work address it should NOT be your username. Just make sure to put your real email address in the email field and something memorable in the username field like firstname.lastname@example.org. Once you’ve completed the form, click ‘Sign me up’ and then check your email. You should get a link to verify your email address and then you’ll be prompted to set a password for your new Salesforce account. Complete the form and click ‘Change my password.’ Congratulations, now you have your own private Salesforce account.
Now we need to return to trailhead.salesforce.com and login. This time we’ll click Login with Salesforce and enter the newly created Salesforce Account. If you’re prompted to allow access from Salesforce Developers, click Allow. Then you’ll be prompted to create a new Trailhead account associated with the main Salesforce account – click Create new account. Don’t worry, you’ll only have to do this once! You may need to re-enter your username and password here, but trust me it’s worth it.
In Part 3, we’ll hit the trails using our newly created Salesforce account!
As always, we hope this Fíonta Minute – a “how to” on setting up a Salesforce testing account – has been helpful.
Learn more about our Salesforce practice or contact us.