Find Your Way Around Trailhead
After completing this unit, you’ll be able to:
- Navigate units, modules, and trails.
- Explain the difference between a module and a project.
- Explain how you earn points, badges, and ranks.
The essence of Trailhead is, you guessed it, trails. A trail is an ordered group of modules, projects, or both that provides a guided learning path to learning a new skill, product, or role. Because there are so many things you can learn on Trailhead, there are lots of trails—currently more than 100—covering a wide range of topics.
A module covers a single learning topic. While trails are great for learning a comprehensive set of related topics, you can also mix and match modules freely. Say that you’re a Salesforce developer with five years of experience, and your org is about to begin the move to Lightning Experience. It’s not worth your time to work through the entire Developer Intermediate or even Develop for Lightning Experience trail—you know most of that stuff already. Instead, you can pick and choose the modules that address the gaps in your knowledge, such as Lightning Web Components for Aura Developers and Lightning Flow.
A module is broken down into units. Each unit covers a subtopic within a module, and has either a hands-on challenge or a quiz at the end. When you ace the quiz or complete the challenge, you get a healthy dose of points that add to the total displayed on your profile. When you’ve completed all of the units in a module, you earn a new badge.
When you earn points and badges, you advance ranks. When you begin you’re a Scout, and once you’ve earned your first badge you’re a Hiker. Eventually, you could even be an Expeditioner (50 badges and 35,000 points) or a Ranger (100 badges and 50,000 points). Take note, though, that you need points and badges to earn ranks. To keep climbing, you can’t just stick to modules with multiple-choice quizzes—you need to also complete hands-on challenges.
Completing modules isn’t the only way to earn points and badges. You also earn a badge when you complete a project. A project is a series of hands-on steps that lets you learn Salesforce skills by putting them into practice right away.
As opposed to a hands-on challenge, which gives you a set of requirements that you have to figure out how to meet, a project lays out step-by-step instructions for you to follow, then validates that you did everything correctly.
Projects are great for you if you prefer to learn by jumping right in rather than reading descriptions and conceptual information, and let you build confidence by working through an example yourself in a Trailhead Playground.
To see the full list of modules or projects, hover over the Learn tab and click Modules or Projects, respectively.
Do we have your attention? Good! Salesforce has two distinct user experiences: Salesforce Classic and Lightning Experience. Many modules and projects have a note at the beginning telling you whether they're meant to be completed in Lightning Experience or Salesforce Classic.
Make sure that you're using the recommended user experience in your Trailhead Playground when you're completing hands-on challenges. Lightning Experience provides a streamlined user interface with an improved Setup experience and lots of features to help your reps sell faster and smarter. We know you'll love Lightning Experience, which is why your Trailhead Playground uses it by default. If you do need to switch back to Salesforce Classic, click your profile image in the top-right corner of your Trailhead Playground and click Switch to Salesforce Classic. To switch back to Lightning Experience, click your profile image in the top-right corner of the page and click Switch to Lightning Experience.
To learn more about enabling Lightning Experience and switching between interfaces, check out the Lightning Experience Basics module.
Trailhead is your portal for learning more about Salesforce credentials. There are currently two types of credential: superbadges and Salesforce certifications.
You earn a certification by taking a proctored exam that tests your skills. Salesforce certifications are world-class credentials that demonstrate your abilities to work with Salesforce technology. If you’re already certified, Trailhead is where you earn certification maintenance badges, which ensure that you’re up-to-date on the newest Salesforce features.
The credentials tab gives you more information about the different types of Salesforce certifications, including information about exams, links to sign up for instructor-led trainings, and details about what it means to be a Salesforce professional, such as an admin, developer, or consultant.
You earn a superbadge by working hands-on in a Trailhead Playground, like you would to earn a module or project. There are currently only a handful of superbadges, because unlike modules and projects—which focus on a specific topic—superbadges help you learn across an entire feature area by providing a real-life business scenario for which you have to build a solution.
Look at the Process Automation Specialist superbadge, for example. For many businesses, process automation is the oil that keeps their org running smoothly, and Salesforce provides several tools to automate processes. This superbadge asks you to automate a sales process for RB Robotics, a robotics company overwhelmed by its own success.
The superbadge lays out a set of implementation requirements, asking you to automate leads, contacts, and opportunities, as well as creating flows and sales processes. Working as a Salesforce admin or dev, it’s easy to imagine plenty of real-life situations where you’d be faced with similar tasks.
When you work through a superbadge, you’re doing the same work that many Salesforce admins and devs do every day. Because superbadges are skill-based and complex, you have to earn a few badges before you unlock each one to prove you’re ready to tackle the challenge. You wouldn’t want to take on RB Robotics’ process breakdowns without first earning your Lightning Flow badge, of course.
Trailhead has a lot of content, and it’s organized in different ways. That’s why we give you a way to group modules together and share them on your own terms. Remember how you used to make mixtapes in high school? A trailmix is like a mixtape, but of modules, projects, trails, and superbadges instead of songs. You can keep a trailmix to yourself, or share it with anyone. Use a trailmix to set your own goals, or use it to onboard new employees by giving them a list of content to work through.
To create a trailmix, hover over the Learn tab, click Trailmixes, then click Create a trailmix. Give your trailmix a name, description, and custom URL, then click Next. From there, Trailhead is your oyster. Click on any module, trail, project, or superbadge to add it to your trailmix. Once you’ve created a mix to your liking, share it with anyone you’d like by sending them the unique URL.
There’s a lot of content to choose from on Trailhead, and we want to make it easy to find what you’re looking for. Use the search bar at the top of the screen to look for something specific, or you can filter the hundreds of modules and trails on Trailhead by feature area, product, role, or level. You can sort search results on the results page by clicking the Sort dropdown, which defaults to Most Relevant. If, for example, you're short on time, you can sort by quickest to complete. If you're getting close to that next rank, maybe you want to sort results by most points.
To filter, view the full list of modules on Trailhead and click a role, level, product, or tag at the top of the screen.
You can choose as many filters as you want. Say, for example, that you’re an intermediate developer who wants to know more about Visualforce in Lightning Experience, and you want to see modules that will help you expand your skillset. With filters, you can do that!
If you don’t see what you’re looking for and want to start over, click Clear filters.
Once you’ve found a module or trail that fits your needs, you don’t want to waste time trying to locate it again. When you’re logged into Trailhead, click at the bottom left of a trail, module, or superbadge’s tile to favorite it. The next time you’re on Trailhead, you’ll see the content you favorited at the top of the full list of modules, trails, or superbadges, respectively.
You can also see your favorites at any time by clicking your profile image in the top-right corner of Trailhead and choosing Favorites.
You've worked hard to earn points and badges, and your profile is the place to show them off. Click your profile image in the top-right corner of Trailhead and click Profile to see all the badges and points you've earned so far, and a breakdown of skills you've learned.
You're going to want to share your profile with everyone. Luckily, you can customize your unique profile link so that it's easy to remember and easy to list on your resumé, business card, or anywhere else. You choose your vanity URL when you first sign up for Trailhead—you can make it whatever you want, as long as no one else has already taken it.
Your profile is perfect for showing off your individual accomplishments, but it doesn't stop there. If you want a birds-eye view of badges earned across your org, install Trail Tracker from the AppExchange. Trail Tracker syncs Trailhead activity, including in-progress and completed badges, between Trailhead and your org. The app also allows you to assign badges to employees, and comes with a set of pre-built reports and dashboards to more easily track activity.
Trail Tracker is a great tool for enabling your org to ramp up on Trailhead, and for organizing any kind of team-based activity, like badge-a-thons or learning jam sessions. And since Trail Tracker is built on the Salesforce Platform, you can use employee badge data in workflows, reports, and other processes to meet your business needs.