Businesses planning to switch to cloud-based software often look into Salesforce. This customer relationship management platform gives all your departments – sales, marketing, and operations – a single, shared view of every customer.

Salesforce is known for its easy-to-use platform, perfect for companies that are only starting to switch to cloud-based software. It’s also customizable, so you can tailor it according to your business needs and goals.

If you’re planning to integrate Salesforce into your operations soon, it’s a good idea to go through Trailhead first. This way, you can easily familiarize yourself with Salesforce and maximize its functions.

What is Salesforce Trailhead?

Salesforce Trailhead is a learning experience platform. It’s a gamified path that takes you through the basics of the Salesforce platform. Trailhead awards you with badges to celebrate your progress as you learn something new.

The best thing about Trailhead is that it’s self-paced and customizable. There’s no need for long training sessions that many employees dread. The user designs their learning path according to their needs and job roles. Employees can choose which topics and skills to learn at their own pace.

This kind of unstructured learning approach can be confusing for some. And since it’s customizable, some users can miss important lessons.

Here are some tips to make the most of your Salesforce Trailhead experience:

Understand the Content Structure

Trailhead content has a structure that can look complicated in the beginning. It’s organized into three:

• Unit: Units are the smallest chunks of content, taking you through several learning objectives for a certain tool or feature. A unit ends in a Challenge.
• Module: Modules are a series of Units for one subject. You get a badge for finishing a module.
• Trail: Trails are made up of modules, guiding your learning as you master different aspects of the Salesforce platform.

You can tackle the content according to your preference. You can finish an entire trail before going to the next. Or you can switch between various modules of different trails, depending on the topic.

Review Learning Objectives

Check the learning objectives of each Trailhead unit you take. It will let you know if the lesson is something that will be useful to you. The objectives are also great for focusing your learning efforts. You’ll be able to make the most of each lesson if you know what you’re supposed to get out of it.

Don’t Skip Content

Some modules cover micro-topics that may have already been covered in other modules. Don’t skip them. They’re most likely refreshers to help you digest the next bit of information, so they’re useful. But they may give you new key points or tips. Either way, these refreshers give you a new way of thinking about familiar topics, making sure that you understand the concept.

Be Active in the Trailblazer Community

There’s a Trailblazer community on the Salesforce website where you can ask questions, get tips, and share your knowledge with other users. It’s an effective way of reinforcing your learnings and looking at concepts from different angles.

You can ask for help if you can’t get past a tricky part of a challenge. Some users also share useful insights, tips, and shortcuts that weren’t discussed in the modules.

Users can also post questions on the Trailhead Forum in the Salesforce Developer Community.

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