A Beginner’s Guide to Salesforce Trailhead: Develop an Inclusive Review Process

Salesforce Trailhead

Hello, fellow Trailblazers!

Today, I’m wrapping up Salesforce Trailhead’s Inclusive Marketing Module with the final, unit in the series, “Develop an Inclusive Review Process”.

Completing this trail has been a great joy both from a marketer’s perspective, and an equality advocate’s.

If you’ve been keeping up the last few weeks, you’ll know I’ve been covering the trail in-depth.

To date, I’ve covered these units with you:

In the last unit of this dynamic module, Trailhead covers these learning objectives:

  • Understand the 5 steps to conduct an inclusive review process
  • and – Explain why having a diverse review panel is important

Once you’ve had the chance to go other the aforementioned blogs, let’s dive into this topic review together … 


The first step in developing an inclusive review process is to “put on your equality glasses”.

This means actively practicing the principles of inclusive marketing that we’ve learned throughout this trail in our day-to-day.

When you start applying these principles to your daily work, you should be able to feel or sense when a piece of content is not inclusive.


Next, it’s time to put together your diverse review panel.

To create the best diverse review panel, it is important that the people who make up your team reflect a diverse society.

Trailhead encourages us to “be aware of the intersectionality and complexity of the human experience”.

Trailhead reminds us that, “Intersectionality takes into account, people’s overlapping identities and experiences in order to understand the complexity of prejudices they face”.

More importantly, they remind us as marketers and people that we shouldn’t put all the pressure and burden on minority groups having to be the ones to speak up.

Everyone is capable of being trained, spreading awareness, and speaking up.


Third, Trailhead advises if we aren’t sure or have doubts about our content’s inclusivity, we should seek input.

Mistakes can be easily avoided when we ask for help and feedback on our work.

More so, we can use our constructive criticism to become more aware, learn, and grow as inclusive marketers.


Ledgeview Partners Salesforce Trailhead

Similarly, it’s important whether you’re an inclusive marketer or organization leader to create a space for inclusive and anonymous feedback.

Your team should feel welcome and able to speak up.

Trailhead shares some great advice for those in higher positions: “If you are a more senior person in the room before you give your input, make sure you hear from everyone in the meeting, and make it clear that it is okay to disagree or point out something wrong”.


Finally, Trailhead helps  you understand that creating marketing that is truly inclusive also means meeting accessibility standards and needs.

Did you know that 15% of the world’s population has a disability?

It may seem complicated, but it’s important you consider the appropriate use of color, font type, descriptive text for images, animations, closed captioning, and more, in order to provide proper access to people of all walks of life.

One of the best things you can do to ensure your content is accessible having a website that’s easy to navigate.


I encourage you to complete the trail yourself with this unit to dive into the details of inclusive marketing.

You can begin the unit here.

I look forward to hearing your thoughts about this educational path and look forward to recapping more experiences through this “Beginner’s Guide” series with you in the near future.

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Learn more about the value of Salesforce here.

Ledgeview Partners

About Julia Flaherty

Digital Marketing Specialist at Ledgeview Partners

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