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Trailhead – the fun way to learn Salesforce
March SaaSness Championship Game
Carl Brundage
About Me
• Director, Product & Solution Architect– Fortimize (Salesforce SI/ISV Partner)– Financial Services/Real Estate focus
• 11x Salesforce Certified• MBA/Computer Engineering– Lehigh University
• PMP Certified• Rowed over 3.6 million
meters
Carl Brundage
2
• Round 1: Trailhead over Developer Forums• Round 2: Trailhead over Developer Console• Final Four: Trailhead over REST API• Championship: Trailhead vs. Salesforce Connect
SaaSy Bracket Champion
3
What Is Trailhead
• A fun, guided, interactive to learn Salesforce
• Did I mention it was Free!• Follow paths for Admins, Developers, Users
and Manager
4
How Does It Work
• Start on a Trail, which a collection of Modules
• See an estimate of the completion time and progress so far
Trails
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How Does It Work
• Each Module is focused on a particular topic
Modules
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How Does It Work
• Within a Module complete Units to earn Points and Badges
Units
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Units
• Learning Objectives• Instructions• Videos• Charts/Figures• Examples• Related Resources• Challenges– Questions– Hands-On Exercises
Badges and Points
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Exercises
• Connect to a dev org to complete– Does not have to be the same account as your
login– Can be different orgs for different challenges– Some modules require special orgs
• Check yourwork & verifythe results
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Trailhead’s History
• Launched at Dreamforce 2014– Initial Developer/Technical Focus
• Expanded content, trails and modules over the next year
• Expanded presence at Dreamforce 2015– Admins, Users, Lightning
• Continued 2016 expansion to non-technical topics– Management, Coaching, Equality, Salesforce
way
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Who Is Trailhead For
• Developers - Apex/Visualforce, Lightning, mobile and more
• Admins – customization, data modeling, SF1
• Managers – coaching, management, equality
• Analytics – reports/dashboard, Wave• ISVs – specific modules for getting started• Users – CRM, Salesforce basics, Lightning• Non-Profits – fundraising, NPSP• And More ---- Everyone! 11
How To AccessTrailhead
• http://trailhead.salesforce.com• Login with an account to track progress– Use a personal developer account for
portability– Or use a business account to track to a
company• Find of trail of interest and jump in
12
Trailhead Highlight Reel
• Lightning Series – great for deployment planning(Dev, New Admin, Migrating Admin)
• Mobile – iOS, Android and Hybrid(Mobile SDK, Salesforce1)
• .Net Transition – devs coming from Microsoft(Also Exchange Email Integration)
• Spring 16 – release training• Wave – all about analytics
My Favorite Modules
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Show Your Trailhead Pride
• Share on LinkedIn• Show Badges in Success Community Profile– (Certifications too)
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Why Trailhead Should Win
• Trailhead is continually evolving• New trails, modules and content regularly
released– Currently have 83 badges and I’m 7 behind
• For Everyone - Admins, Developers & Users• All Levels – Beginners, Intermediate &
Advanced• You can even learn about Salesforce
Connect• It’s FREE!!
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Additional Resources
• http://blog.canntechnology.com– Frequent reviews of Trailhead modules (plus
additional topics)• http://peterknolle.com/– Reviews Trailhead modules (plus lots of great
Lightning topics)• Trailhead Group – Salesforce Success
Community– Communicate with peers around Trailhead
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Q&AThanks for your participation
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TrailheadLearn Something New – Today
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