“Get Ready to Trailhead!” — A Trailblazer’s Guide to Getting Started

If you’re a Trailhead newbie wondering how to get started — there’s a trail for that! Let me show you the way.

Mary Scotton
Oct 27, 2017 · 4 min read
Chillin’ with Codey at World Tour

Getting Started on Trailhead

First, the Trailhead Basics

The first module on the trail is Trailhead Basics where you’ll learn:

  1. What Trailhead is, how to sign up, and how to create a Trailhead Playground
  2. How to navigate trails, modules, units to earn points and badges
  3. How to troubleshoot and find answers to common questions

Here, you’ll explore the different ways of signing up for Trailhead; with a Salesforce account, Google, or LinkedIn so you can start your learning adventure straight away.

Signing up for Trailhead is super simple

Already have a Trailhead account and don’t want to have to worry about VPN or other authentication steps to log in at an event? No problem! Simply connect a social account to your existing Trailhead account to log in however you want. Go to your Profile > Settings > Social Login to connect your Facebook, Google, and/or LinkedIn accounts.

And so is connecting your social accounts!

Next, Create a Playground (or two, or three…)

You’ll need your own hands-on org to practice your Salesforce skills, and to complete Trailhead challenges. The second module on the trail, Trailhead Playground Management, will show you how to:

  1. Create a Trailhead Playground
  2. Get your Trailhead Playground username and password
  3. Install apps and packages in your Trailhead Playground
Blaze your trail in your own Trailhead Playground

If you already have a Trailhead Playground and have completed some of the same hands-on challenges or projects — we’ve got you covered! You can now redo challenge & project steps. Sorry, you won’t earn more points for doing it though. This is great news for challenges that are part of Salesforce learning events — like Dreamforce.

#Protip: If you’re attending a Hands-on Training session at Dreamforce or happen to be retaking a challenge at any other time, we recommend spinning up a fresh Trailhead Playground to avoid any pesky errors during your challenge verification. Sometimes existing configurations in an org can trip up our challenge-checking trailbots, so starting with a brand new playground is a bright idea. Select “Create a Trailhead Playground” from the drop-down box on any hands-on challenge to get your new playground.

Spinning up a fresh Trailhead Playground

Now, you’re ready!

Now that you’re all set up, don’t forget to tell your friends and coworkers to follow your lead and get their Trailhead Playgrounds ready before they attend whatever event is next on their calendar — Dreamforce, Global Gatherings, Salesforce Saturdays…you name it.

Happy trails to you!

More about me

Follow me on Twitter @rockchick322004

The Trailblazer

Skill up with Trailhead and blaze your trail to a top job

Mary Scotton

Written by

I’m creating inclusive communities by increasing visibility, access, and connection for underrepresented groups & enabling everyone to be allies to each other.

The Trailblazer

Blaze your trail to a top job by skilling up with Trailhead. Discover how Trailhead brings the Trailblazer spirit to everything we do by putting YOU at the center of learning.

Mary Scotton

Written by

I’m creating inclusive communities by increasing visibility, access, and connection for underrepresented groups & enabling everyone to be allies to each other.

The Trailblazer

Blaze your trail to a top job by skilling up with Trailhead. Discover how Trailhead brings the Trailblazer spirit to everything we do by putting YOU at the center of learning.

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