How To Succeed As a New Org Adopting Salesforce- Customize Trailhead For Your Company
Last edited 7/7/25
In order to remain competitive, organizations must prioritize continuous learning and development as a fundamental necessity. Salesforce’s Trailhead, a leading online learning platform, has revolutionized employee training and upskilling. However, did you know that you can customize Trailhead to align with your company’s unique needs and goals? There are various ways you can leverage Trailhead to create a tailored learning experience for your employees, enabling them to excel and drive success within your organization.
1. Trailhead Customization:
- Custom Trails & Trailhead Academy: The ability for organizations to create custom learning paths (called trails) is a core feature of Trailhead. Salesforce offers myTrailhead, which allows companies to customize existing content, build their own trails, and align the platform with specific organizational goals. You can build courses, assign learning objectives, and even brand the learning experience to your company’s culture.
- Trailhead Academy: This still exists as a separate offering, providing a more formalized, instructor-led learning experience. Trailhead Academy courses often come with certification preparation, and it’s designed to help users deepen their knowledge in Salesforce’s core areas, such as Sales Cloud, Service Cloud, Marketing Cloud, and others.
2. New Employee Orientation:
- The ability to create custom “orientation trails” for new employees remains a useful feature. Many organizations still use Trailhead to build onboarding processes for new hires, helping them to quickly understand the company’s tools, systems, and culture.
3. Trail Tracker:
- Trail Tracker is still an important tool, but it’s evolved into more of a Learning Management System (LMS) tool that integrates directly with Salesforce. Trail Tracker helps organizations track employee progress and engagement within their learning paths. It’s tightly integrated with Salesforce’s data, so organizations can measure training effectiveness, track certification achievements, and generate detailed reports.
4. Retraining and Upskilling:
- Trailhead remains a go-to platform for reskilling and upskilling. The flexibility of creating custom trails and continuously updating them means that companies can easily adapt to new industry trends, products, and technologies. This is crucial for maintaining a workforce that can keep pace with evolving demands.
New Updates & Features:
- Salesforce Skills: A more recent update is the Salesforce Skills feature, which allows companies to use AI to track and assess the skills of their employees, and align training accordingly. It helps organizations close the skills gap with more targeted learning paths.
- Trailhead for Employees & Customers: Salesforce has also expanded the use of Trailhead beyond internal learning. Now, customers and partners can also use Trailhead to build their skills and gain expertise on Salesforce products, providing a shared learning environment for both employees and external users.
Trailhead Go: Salesforce introduced the mobile app Trailhead Go, allowing learners to complete modules and earn badges on-the-go, which helps enhance flexibility and accessibility.
More Information On Trailhead Academy:
https://trailheadacademy.salesforce.com/overview
By leveraging Trailhead, companies can create tailored learning experiences that empower their employees to excel and drive success within their organization. Custom trailheads, orientation trails, Trailhead Academy, Trail Tracker, and retraining options are some of the features that make Trailhead an ideal platform for employee training and development. Embrace Trailhead and watch your employees grow and thrive, ultimately driving the success of your organization.
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