Drive Trailhead Engagement

Learning Objectives

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

  • Incorporate Trailhead into onboarding.
  • Organize Trailhead-focused learning events.
  • Set up friendly competitions to encourage continued learning.
  • Highlight Trailhead learning opportunities in your regular communications.

Introduction

Now that you know what makes Trailhead such a fun way to learn, it’s time to engage your team. Encourage them to continue learning after earning their first badge. Sometimes people need a little incentive to keep working toward a learning goal. If you have to enable a team, use some tried-and-true strategies to keep them going. In this unit you learn how companies use Trailhead to make the learning experience fun and engaging.

Make Trailhead Part of Their DNA

Starting on the right foot is important on any journey. At the beginning of each employee’s journey with your company, make it clear that Trailhead is part of your company culture.

Use Trailhead in your new employee orientation. Start by scheduling time to help new hires create an account on Trailhead. Give them time to make a Trailhead Playground, explore Trailhead, and complete their first badges. Trailhead Basics is a great place to start! Use Trail Tracker to assign an introductory trailmix for new hires to complete within their first week. If learners feel comfortable using Trailhead now, they’re more likely to return when they need to learn something new.

Next, show badges earned on the user profile page in your Salesforce org. People see what their teammates have been learning, and the team receives well-deserved recognition. Trailhead badges are part of their identity from the very start.

User profile page displaying earned badges

Send Them on a Quest

Picking up new knowledge and skills is pretty great in its own right, but what if there were a chance to win a prize too? There is, with Trailhead Quests.

A quest tile displaying the quest name and description, and its beginning and end dates

A Trailhead quest is a goal with a potential reward at the end, for example, “Earn 10 badges in a month to be entered into a drawing for a gift card.” Some of the prizes we’ve offered in the past include:

  • Gift cards
  • Limited-edition community badges
  • Certification vouchers
  • Charitable donations

Trailhead quest incentives foster continuous learning. Make sure your team knows where to find quests on Trailhead.

Offer Group Activities

Trailhead makes it easy and fun for people to learn independently or in a group. Encourage your team to explore Trailhead together by holding a Lunch & Learn. The team shares a good meal while earning a badge. The Lunch & Learn can promote an important company initiative or feature the first step in a required trailmix. Allow time for discussion and take lunch to a whole new level.

Group activities are a good way to tackle badges that have hands-on challenges. The team’s experts, who naturally “scout ahead,” support those who need a little extra help, so no one is left behind.

Before you finish that last apple slice, encourage your team to discuss and recommend badges that they’ve found especially interesting or useful. Listen for themes that might help you decide on a topic for your next event. Ask if anyone would like to lead a Lunch & Learn. Let team members Be A Multiplier (BAM). Multipliers empower others by sharing knowledge with their community. It’s a way to champion equality for all, and empower anyone to learn and build skills with Trailhead.

Light a Fire with Competition

Sometimes a little friendly competition inspires people to cross the finish line. To inspire your team to complete an important trailmix, consider making it a game. Show everyone’s progress on a dashboard (using Trail Tracker data). Offer prizes based on trailmix completion.

Another popular event is a badge-a-thon. Reward learners for completing the most badges in a set amount of time. Create badge-a-thon teams to encourage teammates to help one another finish their hands-on challenges. What’s more fun than debugging while the clock is ticking?

Finally, remember that sometimes simple recognition is the best reward. Celebrate when someone reaches a new Trailhead rank. Use Trail Tracker to identify your best performers, and then acknowledge them. Show your team that their effort is valued, and they’ll keep learning on Trailhead.

Two Trail Tracker reports: Trailhead Badges Completed by User and Trailhead Badges Completed This Month. Both reports display a horizontal bar chart with Record Count on the X axis and Users on the Y axis.

Highlight Trailhead Activities

To keep team members actively learning and building skills, tie Trailhead in to your communication strategy. There are many ways to mention Trailhead learning opportunities in the channels you already use to share information.

Writing a newsletter?
Mention the date and topic of the next Lunch & Learn.
Posting a job opening?
Identify which badges or superbadges the candidates should have.
Announcing a project go-live in Chatter?
Link to a helpful related trailmix.
Making a presentation that includes Salesforce metrics?
Highlight the badges your team completed that impacted performance.

Adding a learning focus to your regular communications shows your team that Trailhead is relevant to their careers. 

You’ll also want to open lines of communication specific to Trailhead. For example, post a “Mix of the Month” in Chatter to help shore up a skill deficit. Send a reminder email when a badge assignment due date draws near. Make a blog post to share the story of how someone on your team benefited themselves (or others) with the skills they learned on Trailhead. Customize messaging for the audience and objective, and solicit feedback so you can fine-tune your communications.

With so many ways to weave Trailhead into your company’s learning culture, it’s exciting to start planning your next steps. To sustain that excitement, the next unit presents three scenarios in which Trailhead plays a part in your company’s success.

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