How can a brand new user or an experienced developer quickly learn the ins and outs of Salesforce functionality? In addition to providing individualized training for our clients, we love recommending the new on-line, self-paced training available directly through the new Salesforce Trailhead website.
What is Trailhead? Salesforce Trailhead is a fun and user-friendly website where anyone can learn Salesforce functionality for free. The training material on the website is organized into "trails" for different areas of emphasis. Currently there are 13 trails and 53 individual modules. For example, there is trail called "Learn CRM Essentials" with four individual modules covering topics about basic CRM functionality for Accounts, Opportunities, Leads, Contacts, and the Service Cloud.
Here are some of the other trails currently available on the Salesforce Trailhead website:
One of our favorite things about the Salesforce Trailhead website is the fact that Salesforce lets anyone create a free developer Salesforce instance. This developer org gives you a safe place to practice Salesforce functionality without affecting live production data. The Trailhead website links to your individual developer org and evaluates whether you have completed the practice exercises correctly. One of the fun aspects of the website is earning Trailhead badges which can be shared on your social media accounts for bragging rights.
Feel free to contact SaaS Consulting Group with questions about Salesforce Trailhead training or other questions about how to optimize Salesforce functionality for your business. We're happy to help!
If you are familiar with Salesforce, you already know that business users get robust Customer Relationship Management (CRM) functionality straight out of the box. In addition to the impressive native functionality of Salesforce, many companies also decide to customize Salesforce in order to address important business needs.
If your company is currently considering a Salesforce customization project, here are few questions to work through as you get started defining the scope of your customization project:
Are you ready to get started with your Salesforce customization project? The consultants and developers at SaaS Consulting Group can walk you through the impact of any changes to your overall system and to your users, as well as provide a realistic timeline for completion of the project. Contact SaaS Consulting Group today to get the conversation started.