A Beginner's Guide to Salesforce Trailhead

Is one of your New Year goals to be fearless? What about becoming fearless with technology and your workplace culture?

To start the “Beginner’s Guide to Salesforce Trailhead” series this year, we are recapping the module, “Fearless Teaming.”

What is “Fearless Teaming”? Salesforce begins this culture lesson by covering and exploring the importance of “Psychological Safety.” In unit one of this captivating module, we learn about:

  • Why establisghing psychological safety is important for our work environment
  • How interpersonal risk influences our ability to speak up at work
  • How speaking up and taking smart risks benefits business health and workplace culture

Salesforce begins this unit by recapping its own core values. Salesforce focuses on trust, collaborating, and integrating and celebrating various cultures to help its employees feel welcome and thrive.

These values equal Salesforce’s Ohana Culture that it has become famous for over the years.

Salesforce says it has “embarked on a journey to create fearless, high-performing teams,” which includes “the space, safety, and skills for employees to freely contribute observations, offer ideas, ask questions, and voice concerns.”

These core values are something we can all learn from!

To support high productivity and innovation, Salesforce recommends putting psychological safety at the forefront of our cultures.

A psychologically safe work environment means that leadership influences a culture where employees feel safe to be vulnerable and authentic, leading to deeper connections.


Workplace CultureSpeaking up is undoubtedly a fear for many in the workplace, but it’s important to empower our teams to do so! Salesforce breaks down our fears into the following:

  • When we feel afraid to ask questions it is because we fear being seen as ignorant…
  • When we feel afraid to admit mistakes it is because we fear being seen as incompetent…
  • When we feel afraid to suggest ideas it is because we fear we are out of line…
  • When we feel afraid to raise concerns it is because we fear we will be seen as negative or pessimistic…
  • When we feel afraid to challenge the status quo it is because we fear being disruptive…

Employees often feel that risking these things will challenge their image, status, or career, so they naturally avoid them and fly under the radar, also risking losing motivation, empowerment, development, growth, and innovation in the process. They don’t want to wind up jobless or poorly perceived, which tend to outweigh any potential positives in their minds.

That’s why managers must strive to lay the foundation for a psychologically safe culture, to encourage the benefits of calculated risk rather than perpetuate the fear of consequences.

The rewards of risk, Salesforce says, include:

  • “Gaining access to ideas and expertise from diverse perspectives”
  • “Improving coordination among geographically spread-out terms”
  • “Increasing employee well-being, self-confidence, and engagement”
  • “Creating a more inclusive environment”
  • “Strengthening company culture”

When managers focus on the positives and benefits, teams stand to be higher quality by nature. By paying attention, being accountable, expressing gratitude, and apologizing for mistakes, managers set the example for employees to feel safer and more confident in their work environments, and do the same.

Salesforce elaborates on these tips within the unit.


If you are looking for productive ways to build a psychologically safe workplace culture, and increase motivation, inspiration, and innovation, this module is a great one to start to kick off the New Year. There is no better time to refresh and reset than at the start of 2020!

Get started with the module here.


If you’d like more help getting started with Salesforce or Trailhead, reach out to our experts for help. We are eager to assist you during any phase of your technological journey.

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