Trailhead update: Catter, Security, Identity and more

In my previous blog I highlighted the new Dreamforce 2016 trail on Trailhead. In this blog I will focus on the next set of new content in this Trailhead update:

  • Catter
  • New modules in “Manage the Salesforce way”
  • Security Basics
  • Identity for your customers
  • Build an automated Workshop Management System


Let’s start with some good news:

trailhead_module_catterThe Catter badge is back!

Catter is the enterprise-class social network exclusively for felines. How do they stay connected in this mobile-first world? Find out and earn this badge which is limited available. See this link for the announcement from Salesforce. Should you already have completed this module the first time around, please go back to this module. The second unit contains a new challenge for you to complete and to earn extra points! Meow!


New modules in the “Manage the Salesforce way” trail


Virtual CollaborationVirtual Collaboration

Learn how to collaborate with distributed teams and manage remote employees.

In the first unit you are introduced to virtual workforces and virtual collaboration and the benefits and challenges that come with them. The other units focus on how to mitigate the pain points identified in this unit.

In the second unit you will develop your virtual strategy and address the challenges that come with virtual communication & collaboration and your company culture. Think about choices regarding technology, communication best practices, tips on how to keep your remote employees connected to the company culture and how to identify the type of team you’re working with.

In the third unit you will learn how to (better) lead your virtual team. You will be introduced to best practices and tips and tricks on how to establish collaboration and engagement with your virtual team. Also, there is a section dedicated to giving feedback to remote employees.

The final unit focusses on engaging your team using Chatter. You will be introduced to several use cases for Chatter for managers. You will learn how to use Groups and Announcements, how to share information and files and how to use Recognition.


Retention & Engagement badgeRetention & Engagement

Attract and retain talent through daily, consistent engagement.

The first unit is about understanding the importance of engagement and retention. You will learn why engagement levels matter and how they further business objectives. Also you will learn about the connection between engaging your employees and hiring.

In the second unit you will focus on engagement in more detail. What is engagement? How can we measure engagement? How can we drive engagement? Those and more questions will be answered in this unit. Also, you will be able to do a self-assessment of your engagement-level.

The third unit is about engaging your team. You will learn how to identify what motivates your employees and how to use 1:1 conversations to address engagement on an ongoing basis. Also in this unit you will learn how to select the most fitting way to reward and recognize your employees.

In the final unit of this module you will learn how to focus on retention. You will learn how to find the root of the engagement problem and what retention levers you can pull to keep the disengaged employee on board.


Security BasicsNew Module: Security Basics

Educate your users, protect your Salesforce org, and encourage a culture of security.

This new module is part of the Trail: “Protect your Salesforce Data” and focusses on creating awareness about security threats. My personal advice is to have all users in your organisation finish this module. Why? As you will learn in the first unit, your company’s people are the biggest security risk…

In the first unit, you will learn about cybercrime and how intruders exploit human behaviours to steal your company’s data and infiltrate your network. You will also get tips on how to spot some of the basic methods cybercriminals use.

The second unit is about educating your users to prevent cybercrime. Password policies and user rights are covered, so you can explain to your users why they are necessary. Also, you will get tips on how to make sure you are not Phised.

In the third unit you will learn all about the built-in Salesforce security settings and how to leverage them. Think about the layers of security and how to let the right users in and control what they can do. Also you will learn about features of Salesforce Shield. Tip: also check out the extra resources at the end of the unit. They will point you to best practices and the Trailhead modules where security topics are discussed in more detail.

The fourth and final unit in this module will teach you all about Health Check, a dashboard to see how safe your security settings are. You will learn how to run a health check on your org (or multiple orgs) and how you can identify and fix security risks. At the end of the module you actually run a health check on your developer org and fix any issues that may be identified.


trailhead_module_salesforce_identity_for_customersNew Module: Identity for Customers

Use Salesforce Identity to engage your customers and attract new ones.

This new module is part of the trail “Secure Identity and Access Management” and is all about the benefits of Salesforce Identity for your customers. In the other modules of this trail (assuming you’ve already earned those badges), you have configured Salesforce Identity for your org. Now you are going to extend that to your customers (External Identity).

The first unit is about driving customer engagement with Salesforce Identity. Also you will get tips on how to convince your company to start using External Identity. It’s easy!

In the second unit, you will learn how to prepare your org for External Identity. You will register a subdomain, a profile for your customers and add roles to users.

In unit three you will start working with Communities. Since External Identity is setup through Communities, you will learn to create a community and change the default login page. Also you will assign users and learn to use the Community Builder.

Now that we have a customized login page, the users are able to login. But how do they register? You will learn that in unit four. You will create a self-registration page and register a new user for your community. See for yourself how easy that is!

Of course, not everyone wants to create a new account. Some people prefer to login with their Facebook, Google or Twitter accounts for example. That’s where Social Sign-on comes in. You will learn all about that in unit five. You will adjust the login page to allow partners to login with their Google credentials.

In unit six you will learn how to target individual customers. You will learn to prepare your org for business-to-consumer commerce by enabling Person accounts. Also, you will learn the difference between Person Accounts and Business Accounts and how to setup self-registration for Person Accounts.


Build an Automated Workshop Management SystemNew Project: Build an Automated Workshop Management System 

Automate the tasks associated with organizing a development workshop

Finally there’s a new project available on Trailhead. Projects on Trailhead mean you can get hands-on and put what you’ve learned into practice. This time you are going to build an Automated Workshop Management System.

Using Process Builder, Flow and even Apex (for the non-coders out there, don’t worry, the code has been made available for you) you will automate the tasks associated with organizing a development workshop.


I hope you have fun with the new Trails, modules and Project while learning new Salesforce skills. Should you run in to any issues or if you have any questions about the new modules, you can contact me via the social icons on top of the site. I will be happy to help you!

Keep an eye out for my next blog in which I will highlight the remaining new modules in this Trailhead update: Service Cloud!


All images courtesy of