Top Trailheads for Salesforce Newcomers
Jenna Trott
5 min read | May 13th, 2022
One of the greatest things about Salesforce is their seemingly limitless repository of resources. Among these resources are Trailheads, which are a series of online learning modules that offer robust training in Salesforce skills and have been gamified to make learning fun. When you participate in Trailheads, you learn in-demand skills necessary to build your career or land a position in the Salesforce, earn credentials proving your Salesforce expertise and join a community of over 10 million trailblazers worldwide. Your journey is your own and completely customizable based upon the trailheads you choose. Whether you already have a bit of experience with Salesforce, or are a total newcomer, these trailheads are a great place to start or continue your journey.
The Basics
Before you can hone in on your Salesforce skills, it’s best to start off with a strong foundation that you can build upon. As Trailhead is the platform you’ll be using to further your Salesforce knowledge, having an understanding of how to use it is critical for progress.
To begin, start with these trails to better understand what Trailheads are all about:
- Skill Up for the Future with Trailhead
Get started with Trailhead and the Trailblazer community, find your way around, build your network and solve problems together. - Trailblazer Community Groups
Meet Trailblazers like you and discover community conferences. - Trailhead Playground Management
Create a Trailhead playground, get a username and password, and install apps and packages.
Explore Your Options
Salesforce gives you the tools you need to succeed. Develop a deeper understanding about the skills needed for different careers and advance your skills for career specific requirements, even for jobs outside of Salesforce.
To explore your options, start with these trails:
- Build Your Career in the Salesforce Ecosystem
Create a career plan, build communication skills, and earn credentials to succeed in the Salesforce ecosystem. - Salesforce Skills and Experience Building
Demonstrate your Salesforce skills and experience to potential employers. - Build your Personal Portfolio on Salesforce
Create a personal web site to showcase your accomplishments and Salesforce skills.
Get to Know Sales Cloud
Sales Cloud is the basis that most other Salesforce cloud applications run on and has historically been the largest revenue generator for Salesforce, so having a comprehensive understanding of the platform is vastly beneficial.
To begin with Sales Cloud, start with these trails:
- Discover Sales Cloud
Get to know Sales Cloud, how to grow your business with it and measure important metrics. - Lead to Cash Sales Features
Understand how to optimize Salesforce with the right combination of products for your sales teams.
Understand Salesforce’s Seasonal Releases
No matter how you use Salesforce, understanding Salesforce releases are vital to your success. Three times per year (Spring, Summer and Winter), Salesforce delivers new features and functionality to their customers. Be sure to have a strong understanding of releases and what it means for your org.
To prepare for Salesforce’s Seasonal Releases, visit this trail:
- Prepare for Salesforce Releases
Learn the latest Salesforce release features and craft your release strategy.
Develop Your Salesforce Admin Skills
Salesforce admins, or #AwesomeAdmins, know how to get the most out of the Salesforce system. These trails will give you everything you need to get started.
To become an #AwesomeAdmin, start with these trails:
- Admin Beginner
Start your #AwesomeAdmin journey by learning the basics of customizing Salesforce. - Learn Admin Essentials in Lightning Experience
Master the fundamentals of administering a Salesforce org.
Security
Safety first! Even if you’re a newcomer to the platform, having an understanding of Salesforce security and how data is safeguarded is important.
To learn more about best security practices, start with these trails:
- Protect Your Salesforce Data
Learn how you and your users can work together to keep your data safe. - Manage Identity and Access
Learn how Salesforce Identity lets you give the right people the right access to the right resources at the right time - User Authentication
Secure your org with multi-factor authentication, My Domain, and single sign-on.
Salesforce AppExchange
Maximize your Salesforce investment. Created in 2006, AppExchange is the leading enterprise cloud marketplace with apps and experts to help you solve business challenges fast. With over 117,000 customer reviews and 9 million installs, AppExchange has solutions for every obstacle.
To learn more about how to maximize Salesforce functionality, visit these trails:
- AppExchange Basics
Extend the power of Salesforce with apps and services from AppExchange. - AppExchange Solutions
Find solutions for your business and learn how to install them in your org.
Here at Access Global Group, we want to help you succeed and hope that we’ve given you some tools to kick-start your journey with Salesforce. If you’d like further support or guidance, reach out to one of our talented team members here.
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