Otter – October Salesforce Trailmix

It’s Trailmix release day and Trailhead has deviated from the food theme to feature San Francisco’s favorite furry water weasel, the Otter!



  • Customize a Sales Path for Your Team: Guide your reps during the sales process and make them more productive (ok, let’s rewrite this sentence to make it applicable to our world…Guide a Development or Member Services team during key renewal phases and give them the tools to succeed)
  • Build Reusable Lightning Components: Build Lightning components for any object, with the help of custom metadata and Apex


  • Pardot Lead Generation for Salesforce Classic: Use campaigns, forms, and landing pages to turn visitors into leads
  • Pardot Basics for Salesforce Classic: Learn what Pardot is and how it can help you market to other businesses (Nope. Let’s rewrite this description to be nonprofit focused…and how it can help your organization engage with supporters and nurture them towards a goal like donating or volunteering, for example)
  • Quip Basics: Explore how Quip can simplify your team workflow with flexible docs and spreadsheets
  • Quip Features: Learn how to create, share, and discuss Quip documents with your team
  • Big Object Basics: Learn about big objects, their use cases, and how to create and query them
  • Drucker School–Information Competency: Learn best practices for improving information quality for your company
  • Einstein Discovery Classic Stories: Learn how to interpret the insights in your story with Einstein Discovery Classic
  • Einstein Intent API Basics: Build a deep-learning custom model to categorize text and automate business processes
  • Sales Team Collaboration: Use Salesforce collaboration tools to sell as a team (Let’s see…how about to improve communication within a Development team)
  • Picklist Administration: Choose the right picklist field for the job, manage picklists, and share picklist values
  • Salesforce Platform: Quick Look: Build intelligent experiences for your customers with the Salesforce Platform
  • Service Cloud Transition to Lightning Experience: Discover how easy it is to move to Service Cloud Lightning

Check out the full Trailmix on