The Fionta Minute: Introduction to Trailhead

In this Fionta Minute, we introduce Trailhead. the free and extremely helpful resource and training tool provided by Salesforce.

Video Transcript

Today, we’re going to talk about Trailhead, the fun way to learn about Salesforce. One of the keys to successful adoption of any kind of technology is end user engagement and proper training. Training is rarely fun and engaging, but Salesforce has hit both marks with their Trailhead training platform, and they’ve made it freely available to customers and non-customers alike. All you need to get started is to create an account with Salesforce.

So Trailhead is a great way to learn more about Salesforce whether you’re new to the platform entirely or you use it every day.

Now, it still works, and maybe not exactly a walk in the park, but Trailhead does make it easy to get started with Salesforce.

Trailhead offers training in two formats modules and projects. There are hundreds of modules to choose from, that can sorted by levels, products, and user roles. Usually, each module consists of 35 sections, each with study materials, references, and videos, and either a short quiz or an exercise to be completed in your very own, private Salesforce instance.

There are also many projects that go into a little more depth (with a greater number of practical exercises and fewer quizzes). These can also be sorted by levels, products, and user roles.

With many modules to choose from and more being added all the time, the options may seem a bit overwhelming. Fortunately, Salesforce offers Trails … a curated set of modules (and sometimes projects) organized around a theme.

For example, there’s a Manage Fundraising for Nonprofits and an Admin Beginner trail, but there are also trails focused around some of the ‘business’ soft skills that Salesforce espouses, like Cultivating Equality at Work and Manage the Salesforce Way.

We’ll cover setting up an account in Part 2. As always, we hope this Fíonta Minute – an overview of Trailhead – has been helpful.

Learn more about our Salesforce practice or contact us.