8/27/23, 3:31 AM Week 4 Recap | Coursera

Introduction to Trailhead

Salesforce Sales Cloud

Reading: A Note about Software

Updates
Week 4 Recap
20 min

Video: Salesforce Updates and

Take a moment to review the following key takeaways and key terms.
Customization
3 min
Key Takeaways
Reading: Salesforce CRM
45 min Why are Trailhead lessons and labs useful for learning Salesforce?

Programming Assignment: Verify

Trailhead is Salesforce's library of free educational resources made for everyone. It contains knowledge and skills
Trailhead Badge: Salesforce CRM
15 min
related to Salesforce that can be used in this course and beyond.

Reading: Sales Cloud Basics Labs provide you with the challenges and background knowledge you need to be successful in meeting course goals.
45 min They allow you to practice using Salesforce as a tool, rather than just reading about it.
Programming Assignment: Verify
How do you set up a Trailhead account?
Trailhead Badge: Sales Cloud Basics
15 min
By creating a Trailhead account and Trailhead profile, you can get access to their library of educational resources.
Reading: I Need Help Verifying My
Badge What are the key components of Trailhead’s learning experience?
5 min
In Trailhead, learning topics are organized into modules, which are broken up into units. To finish a unit, you earn
Practice Quiz: Sales Cloud CRM
points by completing a quiz or a challenge. A quiz checks your knowledge with multiple-choice questions, while a
3 questions
challenge tests your skills by getting your hands dirty in a Salesforce org.
Reading: Week 4 Recap
10 min Trails are groups of modules that provide guided learning paths suited to specific roles or needs.

Career Support Projects allow you to learn interactively by requiring you to implement a feature or solution in an org.
Course Wrap Up
What is a Trailhead Playground and how does it differ from a Developer Edition Org?

Trailhead Playgrounds are orgs that you can use to complete hands-on challenges in Trailhead and try out new
features and customizations. It lets you explore Salesforce in a low-stakes environment, since Playgrounds are not
official Salesforce orgs used in companies.

A Developer Edition Org is an org that Salesforce provides for free to test new features and implementations in
Salesforce without affecting a production org.

A Trailhead Playground is like a DE org, but specifically for Trailhead as it comes with Trailhead-specific data and a pre-
installed package that is used to test hands-on challenges.

How does a Sales Cloud CRM help support a business’s growth?

Sales Cloud, Salesforce's most popular product, is part of a CRM that allows companies to grow their businesses, boost
productivity, and make smart decisions backed by metrics.

Sales Could can help automatically prioritize and route leads, manage your pipeline from lead to close, automate
workflows, measure important metrics, and forecast opportunities.

Key Terms

Trailhead: This is Salesforce's library of free educational resources.

Org: Org is short for organization. Orgs are versions of Salesforce that contain a given company's data and
configurations, and are the space(s) that companies work in when using Salesforce. The terms org, organization, and
environment are used interchangeably in Salesforce.

Trailhead Playgrounds: Playgrounds in Trailhead are orgs that you can use to complete hands-on challenges and try
out new features and customizations. A Trailhead Playground lets you explore Salesforce in a low-stakes environment.

Out-of-the-Box Salesforce: This is the default version of Salesforce; there are no customizations made by a Salesforce
administrator.

Sales Cloud: Sales Cloud is part of the CRM system that Salesforce offers. Sales Cloud is Salesforce's most popular
product.

Lightning Experience: Lightning is a more streamlined user experience in Salesforce compared to the older version,
Salesforce Classic. For your work in this course, you will use the Lightning Experience version of Salesforce's products.

What's Next?

Check out the remainder of Course 1 content, including the career section, before moving on to Course 2 in this
certificate!

References

Salesforce. (n.d.) Lightning Experience Basics. Retrieved

from: https://trailhead.salesforce.com/content/learn/modules/lex_migration_introduction

Salesforce. (n.d). Sales Cloud Basics. Retrieved from: https://trailhead.salesforce.com/content/learn/modules/sales-

cloud-platform-quick-look

Salesforce. (n.d.) Trailhead basics. Retrieved

from: https://trailhead.salesforce.com/en/content/learn/modules/trailhead_basics

Salesforce. (n.d.) Trailhead Playground Management. Retrieved from:

https://www.coursera.org/learn/sales-and-crm-overview/supplement/KyII6/week-4-recap 1/1