how to open trail app in salesforce

Open AppExchange in a new tab. (Be sure to use a new tab; don't navigate to AppExchange through the Setup menu.) Click your avatar to open your Trailblazer.me account menu, then click Settings. In the Salesforce Accounts section, click Connect.

Full Answer

What is the trailhead Salesforce learning app?

Install this free app to guide your employees through their Salesforce learning adventure on Trailhead. Assign, track, and report on badges earned by your team via pre-built reports and dashboards to take your Salesforce game to the next level.

Can my company use trail tracker with Salesforce?

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 connect both identities or modify them after signup, you can do so anytime from the settings page on your profile.

How do I log in to the Salesforce mobile app?

Start the app by tapping the Salesforce icon on your home screen. You see the login page. Enter your username and password. Tap Log In.

How do actions work in the Salesforce mobile app?

Actions in the Salesforce mobile app save time by letting you quickly and easily create records, log calls, and do other common tasks, from just about anywhere in the app. Let's follow along with Alice as she gets her work done with actions. Most pages have an action bar (1) at the top of the page, with a set of actions relevant to that page.

How do I open a Trailhead in Salesforce?

To complete this project, you need a free Trailhead Playground. You can find it at the bottom of this page. Click Launch to open the Trailhead Playground in a new browser tab (login required). It typically takes 3–4 minutes from the time you first sign up for Trailhead to create your Trailhead Playground.

How do you use the Trailhead app?

Use Your App on the GoFrom Setup, enter Users in Quick Find and select Users.Click New User.Create a new user as follows: Enter your first and last name. Enter a unique alias. Enter a valid email address. ... Click Save.Check your email for an activation email. Click the link in the email and set your password.

How do you log into the Trailhead in Salesforce app?

0:3913:26Get Started with the Salesforce Mobile App - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo you can actually log in to the Salesforce mobile app using your playground you're a trailheadMoreSo you can actually log in to the Salesforce mobile app using your playground you're a trailhead playground.

Where is app launcher in Trailhead?

The app name displays on the left side of the navigation bar (1), and custom colors and branding (2) make each app unique and easy to identify. You can access other items and apps by clicking the App Launcher icon (3) or the app name.

How do I launch my Trailhead playground?

For this project, create a new Trailhead Playground. Scroll to the bottom of this page, click the down arrow next to Launch, and select Create a Trailhead Playground. It typically takes 3–4 minutes from the time you first sign up for Trailhead to create your Trailhead Playground.

How do I open the playground starter app in Salesforce?

If your playground isn't already open, scroll to the bottom of this page and click Launch. If you see a tab in your org labeled Install a Package, great! Follow the steps below. to launch the App Launcher, then click Playground Starter and follow the steps.

How do I log into my trailhead account?

If your playground doesn't have the Playground Starter app, you can find your Trailhead Playground username and reset your password in Setup.Launch your Trailhead Playground by clicking Launch from any hands-on challenge.Click. ... Enter Users in Quick Find and select Users.Locate your name on the list of users.More items...

How do I enable mobile applications in Salesforce?

To do this, log in to Salesforce on your computer and navigate to “Setup”. Under “Administration Setup”, go to “Mobile Administration” –> “Salesforce1” –> “Salesforce1 Settings” and check the box to “Enable the Saleforce1 Mobile Browser App”.

How do I connect my Salesforce app to my mobile?

To connect Salesforce for Android to a different instance, use these steps.On the Log In page, tap either. or the menu button on your device.Tap Change Server.Tap Add Connection, or select one of the predefined instances: Production or Sandbox.Tap the name of the newly created instance, then tap Apply.Log in.

How do I open app launcher?

You must have access to the Salesforce app or connected app to see and open it from the App Launcher.To open the App Launcher, from the drop-down app menu at the upper-right corner of any Salesforce page, select App Launcher.In the App Launcher, click the tile for the app that you want.

How do I get to the app launcher?

How to open App Launcher. To open the App Launcher, on the left side of the navigation bar -> Click App Launcher icon.

Where is app Setup in Salesforce?

From Setup, enter Apps in the Quick Find box, then select Apps, and click Quick Start. Alternatively, from the Lightning Platform Home page, click Add App under Getting Started, or App Quick Start under Quick Links. Enter the information needed for your app.

How to link Salesforce account to Trailblazer?

To link your social accounts to an existing Trailblazer identity, click your profile image in Trailhead and then click Settings. Scroll down and click Connect to connect your Salesforce, email, or social account, respectively.

What is a hands-on challenge in Salesforce?

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.

What is a 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.

What is a trailblazer?

A trailblazer is: A pioneer; an innovator; a lifelong learner; a mover and shaker. A leader who leaves a path for others to follow. Most importantly, a person who builds a better world for others. Trailhead and the Trailblazer Community are part of one unified platform. The Trailblazer Community helps you learn relevant skills, ...

Introduction

In this quick start, you learn how to build a simple app without writing a single line of code. When you build an app on the Salesforce Platform, you get a bunch of built-in functionality, such as:

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

Create the Trailblazer App

When you create an app, you automatically create a data object. In Salesforce, we call that data object a custom object. If you're familiar with spreadsheets, think of a custom object as a sheet. Or if you're a database person, it's similar to a table.

What is Salesforce app?

The Salesforce mobile app is an enterprise-class app that provides your users with instant access to your company’s CRM data from a phone or tablet. Here are some of the reasons why the app is so awesome.

Can you log into Salesforce sandbox?

When you log into the Salesforce mobile app, you’re automatically connected to your production org. But you can also log into your sandbox, which is the best place to play around with the mobile settings and customizations.

Does Salesforce do everything?

The Salesforce mobile app does a lot, but it doesn’t do everything—be aware that there are some differences from the desktop Salesforce site. Make it a priority to learn about the Salesforce features that aren’t in the Salesforce mobile app, that have functional gaps, or that work differently in the mobile app.

Basic Audit Trail

Basic Audit Trail is available to all Marketing Cloud customers via Automation Studio data extracts and API, and has a 30-day retention period.

Advanced Audit Trail

For Advanced Audit Trail, contact your account executive. Advanced Audit Trail is available via Automation Studio data extracts and API, and has a 60-day retention period.

Why is Salesforce mobile app important?

With the Salesforce mobile app, your productivity doesn’t suffer just because you’re away from your desk. The mobile app gives you the same access to your Salesforce data that you have on your desktop. But the app is organized to help you get stuff done in those short, free moments when you're out and about, like waiting for a flight, ...

How to access favorites in Salesforce?

In the new Salesforce mobile app, tap your profile icon at the top of the screen to access your favorites list, update your profile and settings, switch accounts, send feedback to Salesforce, get help, and log out.

Where is the action bar on a page?

Most pages have an action bar (1) at the top of the page , with a set of actions relevant to that page. The action bar shows the three or four most relevant actions for the page you’re viewing. To see the complete set of actions that are available, tap . This opens the action menu.