Slaesforce FAQ

how to use trail tracker salesforce

by Otha Hintz V Published 2 years ago Updated 1 year ago
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How Trailhead with Trail Tracker Will Help You Drive Salesforce Adoption

  • Sync up. We’re talking about Trail Tracker’s awesome ability to automatically sync your team’s Trailhead activity to your Salesforce org on a daily basis.
  • Define, assign, and refine. ...
  • Be a track star. ...
  • Reporting for duty. ...
  • Guide them to greatness. ...

Full Answer

What is trail tracker in Salesforce?

With Trail Tracker, you can easily guide your employees through Trailhead by assigning badges and building reports and dashboards to map out their learning adventure. Grow and retain top Salesforce talent by fostering a culture of learning at your company—and maybe even drive some healthy competition to dial up the fun?

How do I track and manage trailhead activity in Salesforce?

Automatically sync Trailhead activity (in progress and completed badges) for your employees into your Salesforce org on a daily basis. Personalize your onboarding and training programs by assigning relevant Trailhead badges to your employees. Use pre-built reports and dashboards to track badges earned by individual users and teams.

What can you do with trail tracker?

The dashboard also features a leaderboard, which lists your most active Trailblazers and the number of badges they’ve earned. Trail Tracker has another super power: assigning badges and trailmixes. When you assign badges and trailmixes, those assignments appear at the top of each user’s Trailhead home page.

What is trailhead trail tracker?

Trail Tracker - by Trailhead. The fun way to empower your employees to learn Salesforce. 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.

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How do you use Trail Tracker?

5:351:01:14How to setup Trail Tracker and badges and trailmixes assignmentYouTubeStart of suggested clipEnd of suggested clipHit enter then it will be one of the first applications available which is this one's the trailMoreHit enter then it will be one of the first applications available which is this one's the trail tracker by trailhead. Click on it.

How do I install a trail tracker in Salesforce?

Installing Trailhead Tracker Step 1: Navigate to the Trailhead Tracker AppExchange Listing. Step 2: Click on the “Get in Now” button. Step 3: Click on “Log in to the AppExchange,” which will redirect you to login using your production Salesforce credentials. Click on “Install in production.”

How can you use Trail Tracker to encourage your team to continue building new skills?

Trail Tracker is a free app on the AppExchange. Use it to track what your team is learning and earning on Trailhead. Trail Tracker reports show you which badges each person has completed. Monitor your team's progress through trailmixes, and measure how long it takes learners to finish badges.

How do you assign badges on Trail Tracker?

Open a new browser tab and from the Trail Tracker App, select the Badges Tab and search for Salesforce Cloud Benefits – an introductory module we can assign to our new user. Return to Process Builder. Skipping over the Immediate Action we will click Set Schedule and select 1 Hours from now. 5.

What is Salesforce myTrailhead?

myTrailhead is a customized learning platform that represents a company and its brand. It is similar to Trailhead and is a gamified way to help employees learn and keep them interested by allowing them to earn badges and points.

Is Trailhead Salesforce free?

Trailhead is Salesforce's free online learning platform devoted entirely to teaching people to use Salesforce.

What is Trail Tracker?

Trail Tracker is a free app for assigning and reporting on content for your learners. The app, which is a managed package and not part of Sales Enablement, adds capabilities for assigning trailmixes, setting deadlines, tracking completion progress, and customizing assignment notifications.

Who can see your myTrailhead content?

Content you publish on myTrailhead is private to your organization and not available to the public.

How do you complete Trailhead badges?

You earn this badge by completing the steps correctly in your Trailhead playground. There are hundreds of badges that you can earn to gain the experience you need to tackle a complex business problem using Salesforce. Use the filters in Trailhead to show badges by type. Click Learn, and then select Projects or Modules.

How do I assign a badge in Salesforce?

Click the Badges tab. If the Badges tab isn't displayed, click. to the right of your current tabs and select it from the All Tabs page.Click New.Enter a name and description for the badge, add a badge image, and optionally assign badge limits. Note. ... Click Save.

How do I create a tracker in Salesforce?

From the object management settings for cases, go to Page Layouts. In the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor. In the Other Tools and Components section, select the Milestone Tracker and specify where on the page you want it to appear. Click Save.

How do you add a trailhead rank to LinkedIn?

You can access all the Traihead Badges and add them to your LinkedIn Profile using Salesforce Trailhead Badges Library. You can either click on the above link to access this library or you can click on the link in the Header section of the Blog to access it.

What is Salesforce Labs?

Salesforce Labs is a program that lets salesforce.com engineers, professional services staff and other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.

Does managed package count against org?

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.

What is Trail Tracker app?

Trail Tracker, a free app on the AppExchange, helps you gain a better understanding of how well your teams know Salesforce both the platform and the culture. You can see exactly where your employees are in their Trailhead learning journeys, help guide them toward their best path, and give them an incentive for learning even more.

What is trailhead in Salesforce?

Trailhead (with Trail Tracker!) can help scale onboarding, inspire employees to learn, and drive Salesforce adoption. Want to know more? Check out our top tips to drive continuous learning in your company.

What is trailmix in trailhead?

A trailmix gives you the ability to define a custom learning path then use Trail Tracker to assign it to your employees and track their progress. Using Trail Tracker to assign a trailmix means it will show up at the top of the user’s home page in Trailhead, giving them a clear idea of what needs to be done.

Can Trail Tracker sync with Salesforce?

We’re talking about Trail Tracker’s awesome ability to automatically sync your team’s Trailhead activity to your Salesforce org on a daily basis. Now you can see your team’s assigned, in-progress, and completed badges. This puts the data right at your fingertips to use however you like!

Does Trail Tracker report on trails?

And while Trail Tracker doesn’t report on trails per se, it does feature a Trails Tab to track when new content comes out.

Can you bring trailhead data into Einstein Analytics?

You can even bring Trailhead data into Einstein Analytics for more powerful reporting. For example, you can build a report to see if there’s a connection between the badges your team has earned and your business goals.

Can Trail Tracker integrate with LMS?

Once the data accumulates in Trail Tracker, the possibilities are (almost) endless. And if you want even more flexibility, you can easily integrate the data in your organization with a learning management system ( LMS). This will give you a better overall view of how your employees are learning across Trailhead and other learning platforms. How? It’s easy! Simply use the sObject API to integrate your data into other systems.

Trailmix Assignments

Assign a trailmix when you have skills that you want users to learn. For example, if you’re rolling out Sales Cloud, make sure that your sales team is ready to use all its features. An assigned trailmix appears on the learner’s Today page and Trailmixes index page when they navigate myTrailhead. To add users to a trailmix, click Assign Users.

Module Assignments

You can use Trail Tracker to assign individual modules. However, the modules don’t appear on the user’s Today page in myTrailhead. You can track individually assigned modules and projects only in Trail Tracker.

Trailmix Reports

Trail Tracker comes with built-in reports and dashboards to monitor assignments and completion rates. For example, track your sales team’s completion progress to make sure that they’re up to speed before Sales Cloud is rolled out.

What is trail tracker?

Trail Tracker is a free app on the AppExchange. Use it to track what your team is learning and earning on Trailhead. Trail Tracker reports show you which badges each person has completed. Monitor your team’s progress through trailmixes, and measure how long it takes learners to finish badges.

What is trail tracker assignment?

When you assign badges and trailmixes, those assignments appear at the top of each user’s Trailhead home page. Each assignment tile displays its type, title, description, percent complete, number of steps, remaining time to complete, and due date. Assignment due dates make priorities very clear to your team.

What are modules in Salesforce?

Modules (like this one) help learners explore topics that range from broad concepts to specific skills and ideas. Each module is split into units. At the end of each unit, there is either a quiz or a hands-on challenge. A quiz lets you check your understanding of what you learned. A hands-on challenge lets you demonstrate the skills you learned by completing tasks in a Trailhead Playground. (Playgrounds are actual Salesforce orgs that anyone can create. They are a safe place to practice your skills.) The beauty of hands-on challenges is that Trailhead checks your work, and if something’s not right, tells you what to fix.

How do Trailblazers prove themselves?

Whether by quiz or hands-on challenge, Trailblazers prove themselves at the end of each unit. By successfully completing a unit, they take one step closer to completing the badge, and they earn points toward the next Trailblazer rank. (Ranks are a quick way to show off how far you’ve trekked through Trailhead.)

What is a super badge in Salesforce?

Although they look a little like projects, superbadges are more elaborate and don’t provide step-by-step instructions to follow. Completing a superbadge demonstrates solid knowledge and strong skills. Earning a superbadge may require a significant investment of time and effort, but many Trailblazers believe it’s worth the investment. Salesforce superbadges are résumé-worthy credentials sought after by Trailblazers to show the world that they’ve got the skills to pay the bills.

How many badges are there in Trailhead?

Trailhead has over a thousand badges that cover a wide variety of topics. Choices are great, but you probably want to find specific topics quickly and get started learning. What you need is a trail.

What is a trailmix?

A trailmix is like a custom playlist. You craft your own sequence of badges, trails, and superbadges. An example of a trailmix is Get started with Trailhead. Any Trailblazer can create a trailmix.

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