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
5
How Does It Work
• Each Module is focused on a particular topic
Modules
6
How Does It Work
• Within a Module complete Units to earn Points
and Badges
Units
7
Units
• Learning Objectives
• Instructions
• Videos
• Charts/Figures
• Examples
• Related Resources
• Challenges
– Questions
– Hands-On Exercises
Badges and Points
8
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 your
work & verify
the results
9
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
10
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
13
Show Your Trailhead Pride
• Share on LinkedIn
• Show Badges in Success Community Profile
– (Certifications too)
14
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!!
15
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
16
Q&A
Thanks for your participation
17
Trailhead
Learn Something New – Today

March SaaSness - Trailhead

  • 1.
    Trailhead – thefun way to learn Salesforce March SaaSness Championship Game Carl Brundage
  • 2.
    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
  • 3.
    • 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
  • 4.
    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
  • 5.
    How Does ItWork • Start on a Trail, which a collection of Modules • See an estimate of the completion time and progress so far Trails 5
  • 6.
    How Does ItWork • Each Module is focused on a particular topic Modules 6
  • 7.
    How Does ItWork • Within a Module complete Units to earn Points and Badges Units 7
  • 8.
    Units • Learning Objectives •Instructions • Videos • Charts/Figures • Examples • Related Resources • Challenges – Questions – Hands-On Exercises Badges and Points 8
  • 9.
    Exercises • Connect toa 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 your work & verify the results 9
  • 10.
    Trailhead’s History • Launchedat 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 10
  • 11.
    Who Is TrailheadFor • 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
  • 12.
    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
  • 13.
    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 13
  • 14.
    Show Your TrailheadPride • Share on LinkedIn • Show Badges in Success Community Profile – (Certifications too) 14
  • 15.
    Why Trailhead ShouldWin • 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!! 15
  • 16.
    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 16
  • 17.
    Q&A Thanks for yourparticipation 17 Trailhead Learn Something New – Today