March SaaSness - Trailhead

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

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• 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

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What Is Trailhead

• A fun, guided, interactive to learn Salesforce

• Did I mention it was Free!• Follow paths for Admins, Developers, Users

and Manager

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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

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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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