Get a behind-the-scenes look at the beginning of Trailhead, the interactive learning framework for Salesforce. Join Josh and Pavi as they walk you through the origins of Trailhead from both a technical and content perspective. You will see how Trailhead went from multiple projects across departments into the integrated product you see today.

1. The Making of Trailhead
A Behind-the-Scenes Look at the Creation of Salesforce’s Learning Platform

2. Safe Harbor
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3. What is ?

4. The fun, interactive way to learn Salesforce
● Self-paced, online learning
● Guided, learning paths
● Modular, engaging content
● Interactive assessments
● Gamification

5. Learning Paths + Medals = Trailhead

6. Trailhead: It Takes a Village

7. We were trying to solve a basic problem...

8. ...so we decided to give you challenges...

9. …but I wanted a better challenge framework…

10. …which got redesigned,
redone in ruby,
woven into developer.salesforce.com,
merged into Learning Paths,
all in time for Dreamforce 2014…
We had about 10 weeks.

11. Learning Paths

12. Learning Paths

13. Ain’t No Mountain High Enough
● Online Help
● User Guides
● Implementation Guides
● Developer Guides
● Workbooks
● Cheat Sheets
● API Reference

14. Too Much of a Good Thing
● Information Overload
● Lack of Guidance
● Lack of Engagement

15. Urban Sprawl ➔ Urban Planning

16. The Dream of Trailhead: Customer Success

17. The Dream of Trailhead: Customer Success

18. Learning Paths ➔ Trails

19. Trails For Beta Launch

20. Structure of Trailhead Content
​ Trail – like a course or book
​ Module – like a chapter in a book; 5-7 in each trail
​ Unit – like a section in a chapter; 5-10 in each module
• Learning Objectives
• Content
• Resources
• Challenges

21. Feature-Centric ➔ User-Centric

22. Key Principle #1: Organize by Personas
​ Role
• Admin
• Developer
• End User
​ Level
• Beginner
• Intermediate
• Advanced

23. Key Principle #2: Use Learning Objectives
• Describe skills learners will gain on completion
• Short, specific, measurable, actionable
• Contract with the learner

24. Key Elements of a Learning Objective
• A: Audience
• B: Behavior
• C: Context

25. Key Principle #3: Tell A Story
“The human species thinks in metaphors and learns
through stories.” – Mary Catherine Bateson

26. How to Tell A Story
“Telling a good story is hard because it requires picking the right ideas,
assessing their relevance, developing them into finer details and presenting
them in the right order.” – Nacho Caballero

27. Credit:
Nacho Caballero

28. Credit:
Nacho Caballero

29. Credit:
Nacho Caballero

30. Graphic:
Nacho Caballero

31. Credit:
Nacho Caballero

32. What’s a Module Anyway?
​ Structured container for information
​ Integration of concepts and tasks
​ Anything can be structured as a module
• How to cook spaghetti
• How to repair a flat tire
• How to run a marathon

33. Style Guidelines
​ Learning objectives to guide selection of content
​ Simple, concise, informal style
​ Provide context based on a real-world use case
​ Integrate concepts and tasks
​ Use graphics, screenshots, and videos
​ Have fun and be creative!

34. Use Case Driven Writing
“Everyone knows that being a detective is one of the coolest jobs that you can have. Well,
hold on to your magnifying glass because your job as a Salesforce administrator is about to
get a whole lot cooler. With event monitoring, you can be the investigator your organization
always needed.”
…
“Say that a sales representative named Rob Burgle left your company a few weeks ago and
joined a major competitor. All of a sudden, you start losing deals to this other company. You
suspect that Mr. Burgle downloaded a report containing confidential lead information and
shared it with his new employer. With event monitoring, you can gather all the evidence you
need to set the story straight.”
...

35. Lifecycle of a Trailhead Module

36. Prototyping
DF ‘14
3 trails, 11 modules
DF ‘15
13 trails, 60 modules
In Progress
20 trails, 100 modules
➔ Mass Production

37. 11 MONTHS LATER...
● 1 Reorganization
● 10 New Trails
● 50 New Modules
● 45,000 Trailblazers
● 175,000 Badges Earned
...AND COUNTING

38. The People Behind Trailhead
Getting the ball rolling
​ Reid Carlberg
​ Mike Rosenbaum
​ Adam Seligman
​ Caroline Roth
​ Nick Tran
Leadership
​ Sandeep Bhanot
​ Chris Duarte
​ Jacob Lehrbaum
​ Pavi Sandhu
​ Kim Shain
​ Lisa Tenorio
Making things work
​ Steve Anderson
​ Josh Birk
​ Tina Cessna
Making it look good
Amanda Cheung
Jazmina Opina
Cameron Reynolds-Flatt
Domenique Sillett
Making it known
Lauren Grau
Jessica Langston
April Kyle Nassi
Creating challenges
Josh Birk
Peter Chittum
Christophe Coenraets
Carol Franger
Mario Korf
Samantha Ready
Writing content
Michael Alderete
Sabine Bennett
Mysti Berry
Gina Blednyh
Richard Boardman
Michelle Chapman-Thurber
Brian Donnelly
Chris Duarte
Katia Hage
Justine Heritage
Mario Korf
Ari Langer
Geri Rebstock
Samantha Reynard
Pavi Sandhu
Erin Tidwell
Richard Whitley
Diana Widjaja
Introducing: Jeff Douglas

39. AND YOU
#ThankYouForTrailhead

41. Questions?