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Getting started with Salesforce & Trailhead - Extreme Beginner


Are you new to Salesforce and not sure where to start?
This post is for you!
Showing off my maturity with coffee and a sweater vest.
I just turned 1 a few weeks ago and have been in a contemplative frame of mind, reflecting upon the before Salesforce era.  In a few short months, I went from a frail, stationary baby to a walking, talking Trailhead Baby with 4 Superbadges and Salesforce Administrator Certification.  The Trailhead Baby blog started with 0 subscribers and now has over 500.  If you have been following the Trailhead Baby since the beginning - Thank you!  How did I move from tiny baby to brave Trailblazer?  Keep reading.



The problem: There are many modules, trails, and projects on Trailhead. 

The solution: Let Trailhead Baby guide the way!  Rather click instead of read?  Check out the "Getting Started" Trailmix and start your journey!
What is an information system?
To understand the need for a stellar customer relationship management system (CRM for short!), it is helpful to first grasp a few technical basics.  This 3 minute video shows why data organization is critical.


Next, log into Trailhead for your first module:  CRM Basics.
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We are easing into the Trailhead world- this module is quick, so you can complete it during lunch, or in my case, with a nice bottle of milk.  

What is a database?
These videos give a deeper look into how Salesforce organizes your data.  Trailhead Baby developed an appreciation for Salesforce by gaining a basic understanding of the challenges involved with maintaining complex data relationships.  The simple definition of key terms such as "record" is very helpful. 
Out of coffee!



From now on out, Trailhead is the only place that you will need to go! For your first Trail, tackle Learn CRM Essentials for Salesforce Classic
If you are wondering- Why classic? - when you have heard wonderful things about the "lightning experience," this trail is only available in classic.  After learning the basics, you can blaze into lightning! 
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Your 1st Trail: CRM Essentials
If you are more inclined to click than code, Admin Beginner is the perfect second trail.  2 modules are focused on lightning, so you will learn the essentials of both options.  

The final step of moving from extreme beginner to a Trailhead novice is to complete your very first project!  Projects are a fun way to practically apply your new skills.  My favorite beginner projects is: "Build a Battle Station App."  If you are not a fan of galaxies far far away, you can build a lemonade stand instead.
I'm certified!

Comments

  1. NoobOnGRAILSJanuary 5, 2018 at 3:10 AM

    the "Getting Started"-Mix is not available

    ReplyDelete
    Replies
    1. Trailhead BabyJanuary 5, 2018 at 6:35 AM

      Thank you for letting me know! I adjusted the privacy settings, and it should be visible now. I would love your thoughts if you give it a try!

      Delete
  2. Dominika StarańskaNovember 17, 2021 at 3:40 PM

    Bardzo fajny artykuł. Jestem pod wrażeniem.

    ReplyDelete
  3. laxmicynixitMay 20, 2024 at 2:54 PM

    nice information thanks for sharing....................!
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    ReplyDelete
  4. AnonymousJune 11, 2025 at 7:22 AM

    Helpful post! Customizing Salesforce to match your workflow is key to success. If you're based in Noida, Kelevo Software offers great support and customization services.
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    ReplyDelete

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