Get Started with Trailhead

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain what Trailhead is and who it’s for.
  • Sign up for Trailhead.
  • Create a Trailhead Playground.

Welcome to Trailhead

Every journey starts with a single step—and so does every trail. You’ve already taken the first step of your learning journey by opening Trailhead.

Trailhead is the fun way to learn. Whether you’re an admin just starting out, a graduate fresh from college, a Salesforce user, or someone who loves to learn, there’s something on Trailhead for you.

Astro holding the Trailhead logo.

How Does It Work?

In Trailhead, learning topics are organized into modules, which are broken up into units. To finish a unit, you earn points by completing a quiz or a challenge. A quiz checks your knowledge with multiple-choice questions, while a challenge tests your skills by getting your hands dirty in a Salesforce org. Once you’ve finished all of the units in a module, you get a shiny new badge for your profile.

Trails are groups of modules that provide guided learning paths suited to specific roles or needs. You can also blaze your own trail, and choose the modules that you’re most interested in without following a pre-existing trail. Projects and superbadges allow you to learn interactively by requiring you to implement a feature or solution in an org.

You just learned a lot of Trailhead terms in just a couple of paragraphs. If it seems like a lot to keep straight, don’t worry. Let us be your trail guide, and work through the rest of this module to learn the ins and outs of Trailhead.

Who Is Trailhead For?

The short answer is, well, everyone. We have content for every role within an org, and every level of experience. We even have material for learning outside of Salesforce, such as modules on Blockchain Basics and European Union Privacy Law Basics, and a trail to help you Get Started with iOS App Development.

We have a variety of trails for a variety of learners, from representatives using Service Cloud to advanced Salesforce developers to admins at nonprofits who use Salesforce. And because we know that you're blazing trails all over the world, Trailhead content is available in six languages: English, German, Japanese, French, Spanish, and Portuguese. To see Trailhead in another language, scroll down to the footer of any page and choose a language from the dropdown menu.

Trailhead content blends a variety of content types and approaches to cater to all types of learners, including:

  • Videos
  • Code samples
  • Walkthroughs
  • Screenshots
  • Images
  • Tables and charts
  • Step-by-step instructions

When we create content, we use a set of guiding principles that include:

  • Practical examples and scenarios
  • Storytelling
  • Casual voice and tone
  • Positivity
  • Fun
  • Fun
  • Fun

And did we mention fun? We want you—and everyone who uses Trailhead—to have fun. We gamify our content so that you can learn new skills while you earn points and badges, and have something to show for it at the end.

Where Do I Start?

First things first: To complete challenges, earn badges, and keep track of your progress, you need to create an account. To create an account, click the Sign Up button from anywhere in Trailhead. 

The Trailhead welcome page, with the Sign Up button called out.

You have a few options. You can sign up for Trailhead with Salesforce, Google, LinkedIn, or your email address.

Choose whatever is easiest for you. We use your identity for login purposes only, and each option has its benefits. If you choose a social identity, you can keep your Trailhead profile no matter where your career takes you. If you choose your company Salesforce login, your company can use the Trail Tracker app to see all the awesome learning you're doing. If you want to attach both or modify your login identities after signup, you can do so anytime from the settings page on your profile.

To link your social accounts to an existing Trailhead account, click your profile image in the top-right corner of Trailhead and then click Settings. Scroll down and click Connect to connect your Salesforce, email, or social account, respectively. If the login identity you're trying to link already has Trailhead data, such as badges, points, or favorites, associated with it, you can merge it with your other account.

What's a Hands-on Challenge, Anyway?

Learning is the bread and butter of Trailhead, and one of the best ways to learn is by doing. Earning a badge on Trailhead is more than just reading through modules. You also have to complete either a multiple-choice quiz or a hands-on challenge at the end of each unit. You’re probably familiar with multiple-choice quizzes (think Who Wants To Be A Millionaire?), but hands-on challenges are unique to Trailhead.

A hands-on challenge is more involved than a quiz and, as a result, earns you more points. To complete a hands-on challenge, you have to look at a set of requirements and do something in a Salesforce org to meet those requirements. What you have to do depends on what you’re learning. You could be writing an Apex class, creating a Lightning web component, or writing a field-level validation formula.

We even provide you with your own org, called a Trailhead Playground, that you can use to solve hands-on challenges.

What’s a Trailhead Playground?

When you encounter your first hands-on challenge, you’ll be able to launch your Trailhead Playground. A Trailhead Playground is an org that you can use for hands-on challenges, learning new features, and testing customizations. If you haven’t created one, don’t worry. You get one automatically when you create a Trailhead account.

A hands-on challenge with a callout around the Trailhead Playground dropdown.

You can customize your Trailhead Playground however you want, and it comes with a set of Trailhead-specific data that you can use when completing challenges. Although Trailhead Playgrounds have limits (you can create only two users in a Trailhead Playground, for instance), they give you the same customization options as a production org. And a Trailhead Playground never expires, as long as you keep using it. 

Your Trailhead Playground is set by default to Lightning Experience, the latest and greatest iteration of Salesforce, which provides a streamlined user interface, improved Setup experience, and modern development framework. 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 learn more about enabling Lightning Experience and switching between interfaces, check out the Lightning Experience Basics module.

You can also use a Developer Edition org to complete hands-on challenges. Really, a Developer Edition org is the same thing as a Trailhead Playground, but Trailhead Playgrounds come with Trailhead-specific data, and a pre-installed unmanaged package that we use to test your hands-on challenge solutions. Unlike a Developer Edition org, you can spin up a Trailhead Playground with the push of a button, without filling out any forms, right from Trailhead, and then launch it with just a click when you need it.

To learn more about creating a Trailhead Playground, see Trailhead Playground Management.

What’s Next?

You’ve signed up for Trailhead and you’re ready to learn. You’re staring into a near-limitless expanse of learning opportunities, and it’s easy to be overwhelmed by the possibilities.

In the next unit, you’ll learn how to navigate your way around Trailhead and discover the content that’s right for you.