A Beginner’s Guide to Salesforce Trailhead: Get Started with the Salesforce Platform

Salesforce Trailhead
Image Courtesy of Salesforce Trailhead

Hello, trailblazing friends! I feel as though it’s been a while since we’ve sat down for this blog post series together, and I am happy to pick things back up with you with an “Admin Beginner” module.

Over the next few weeks, I’ll be recapping units from the module, “Salesforce Platform Basics”.

Today, we’re going to review the unit, “Get Started with the Salesforce Platform” together.

The Learning Objectives for this unit include:

  • Define the Salesforce platform
  • Describe the DreamHouse scenario
  • Create a Trailhead Playground
  • and – Explain the difference between declarative and programmatic development

I’ve focused on many conceptual and cultural units in the past, so I hope you’re just as excited as I am to dive into more technical units together!

Let’s get started …


First, Salesforce reminds us that it’s much more than “CRM”, giving us the comparison that “a house is not just a kitchen”. Makes sense, right?

Salesforce does come with a lot of the standard functionality you think of when you think of CRM, but it expands upon the basics to create more thorough experiences, unique to your organization’s processes and goals.

Think of the things you need and what Salesforce gives you. (They provide examples in the unit like when  you need to sell to prospects and customers, it gives you Leads and Opportunities to manage sales.)

What they describe, they compare to a “model house”. Yes, you can “live there”, but it isn’t your “home” until you put “art on the wall” or that “unusual coat rack your Aunt Tilda gave you as a housewarming gift”.

It’s a great comparison, don’t you think?


Ledgeview Salesforce
Image Courtesy of Salesforce Trailhead

Next, Trailhead introduces us, as Admins (especially at the Beginner level), to many characters and companies that are using Salesforce in different ways from Cloud Kicks to Ursa Major Solar to Get Cloudy COnsulting to DreamHouse Realty.

The use case featured in this unit is with “DreamHouse”.

Through this case, we are introduced to two characters with goals to help buyers buy their dream homes and close deals more effectively through the technological functionality and features of Salesforce.


Salesforce Trailhead
Image Courtesy of Salesforce Trailhead

To better understand this use case, we are refreshed on key terminology admins will discover in Salesforce.

Database: “Like a giant spreadsheet, when you put information into Salesforce, it is stored in the database so you can access it later. It is stored in a very specific way so that you’re always accessing the information you need.”

Object: “Tables in the Salesforce databased that store a particular kind of information. There are standard objects like Accounts and Contacts and Customer Objects.”

App: “In Salesforce, is a set of objects, fields, and other functionality that supports a business process.”

Records: “Rows in object database tables. Records are the actual data associated with the object.”

Fields: “Columns in object database tables. Both standard and custom objects have fields.”


Salesforce Trailhead
Image Courtesy of Salesforce Trailhead

Once we have this awareness, Trailhead prompts us to react by starting our first Trailhead Playground, which is a safe environment where we can practice the skills we learn in Trailhead and apply them without affecting our actual Salesforce Org(s).

To customize the platform, we’re first reminded that developing without code, as admins, is referred to as “declarative development”, where you use forms and drag-and-drop tools to perform powerful customization tasks.

Salesforce also offers us “programmatic development”, using things like Lightning components, Apex code, and Visualforce pages to allow for customization, which you can use even if you aren’t a programmer!

This fact helps us ease into it and empowers Salesforce to become a user-friendly tool for beginners like us. 


Now that we know all this, we’re encouraged to put our education to the test and create our first custom field! Ready? Get started with me at Trailhead.Salesforce.com!

Begin your Salesforce Trailhead journey and start your Trailhead Playground 1 here.

With any questions that you may have about your Salesforce Org, or using Trailhead, reach out to the experts at Ledgeview for help.

Contact Ledgeview Partners

We are a proud Salesforce Silver Consulting Partner.

Until next time, here’s to developing and improving together, my fellow Trailblazers!

About Julia Flaherty

Digital Marketing Specialist at Ledgeview Partners

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