Introducing a way to begin familiarizing with the basics in the CRM Extension will use to organize contact lists and outreach efforts.

Today,  I’d like to tell you about online learning tools Salesforce provides for free. You can begin climbing the CRM learning curve (which is a short one) today using their Trailhead e-learning platform.

The process to get started has two parts. Keep reading to explore both parts.

STEP 1: Create your own Trailhead account

Anyone who is just now getting started with Salesforce’s “Trailhead” e-learning platform must go through a couple steps. I’ve included info for the first step below. If you have fully completed the sign up process, you may skip ahead to the next step!

What is Trailhead? Trailhead is a learning experience platform—a library of educational content that you can access whenever you like. You can choose from various topics to learn new skills at your own pace.

I am glad to present an opportunity for you to begin learning how to use Salesforce and its related tools. The Salesforce CRM is a large platform. The modules I plan to introduce you to are a reasonable starting point.

Soon as you arrive to the Trailhead website sign up page, you’ll be asked “How do you want to sign up?” As you see in the image below, select Email (circled below).

Example of one of the screens seen when signing up for Trailhead

Please proceed through that Sign Up process using the following version of your email address:

[first name].[last name]

So, for example, for my own account I would use

Once you are all signed in and able to access the Trailhead learning modules, proceed to the next step to find out about custom Trailmixes to check out!

STEP 2: Start your first ‘Trailmixes’

So, in terms of training material, we can move onward to some “Trailmixes” for you to check out.

What is a Trailmix? Trailmixes are custom learning paths you create from your favorite trails, modules, projects, and superbadges. Share them to guide your fellow Trailblazers!


1. CRM – Just getting started

Part of what is needed is to simply familiarize with what it’s like to simply do work in Salesforce interfaces. Try out the learning modules in this Trailmix for glimpses of what we can expect to find once we log in to Salesforce.

Explanation: when we mention “CRM” we are referring to a specific set of features and capabilities. It is actually separate and different from the Marketing Cloud suite of outreach options. The CRM and Marketing Cloud have distinct ways in which they provide functionality to meet specific needs your team may have.



2. CRM – Building reports

One of the powerful features of the CRM is the ability to build reports that reflect activity during a given time period or reveal a list of info that tells your team where they should take action.

Explanation: here we see the ability to build and share reports that put detailed information in the hands of those who need it.



3. OES outreach – the Marketing Cloud

“Marketing Cloud,” a powerful stand-alone package, is a suite of products that empower the work you would want to do for promoting the program, upcoming events, and other parts of your communication strategy. It excels at “journeys” which are automated routines for delivering digital messages (typically email, but not limited to email).

Explanation: for needs around outreach and marketing efforts, we will rely on Marketing Cloud. It’ll become a place from which, for example, to send out enewsletter blasts (among many other things).



I welcome any questions that may come up as you begin with these.

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