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What is the Salesforce partner ecosystem?

3rd April 2020

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The Salesforce partner ecosystem explained

We’re incredibly lucky to be a part of the prosperous and influential network that is the Salesforce partner ecosystem. Composed of thousands of Salesforce partners based all around the world, it can be a lot to wrap your head around if you’re unfamiliar with the way Salesforce works. Our new blog explains it all.

What is the Salesforce partner ecosystem?

The Salesforce ecosystem is, essentially, a network of experts (firms or individuals) who have the ability to add services or products on top of Salesforce subscriptions. Whether they are a platinum-level consultancy or a third-party provider, if they’re enabling more people to use Salesforce, then they are part of the partner ecosystem.

Salesforce boasts a record partner ecosystem like no other tech company in the world.

Whilst the official number of Salesforce partners operating in the UK is unclear, there are over 150,000 registered partners working around the globe and this number is only predicted to grow in the next few years.

The future of the Salesforce ecosystem

The Salesforce partner ecosystem is one of the only ecosystems in the world that grows as it spends.

According to research by IDC, Salesforce partners collectively around the globe are expected to make 5x the annual market cap that Salesforce could make by 2024.

Additionally, the market research giant has revealed that by 2024, cloud computing will account for almost 50% of all software sales – a statistic Salesforce will fit nicely into and most likely benefit from. IDC has also predicted that Salesforce and the ecosystem will create 4.2 million new jobs over the same 5 year period. We have summarised this below so you can see how each industry will benefit from an influx of jobs.

How does Salesforce support the partner ecosystem?

Dreamforce is one example of how Salesforce celebrates the ecosystem’s achievements and brings the community together every year. Last year’s Dreamforce event featured appearances from Barack Obama and Fleetwood Mac and showcased Salesforce’s most innovative plans for the future.

Similarly, there is the Salesforce World Tour which takes place earlier in the year and is essentially a global exhibition of best practices and knowledge from industry experts.

"It's a virtuous cycle that keeps giving back to itself"

To quote Salesforce directly, the partner ecosystem is “a virtuous cycle that keeps giving back to itself”, so why shouldn’t it be celebrated with something extravagant?

Navigating your way around the Salesforce ecosystem

You might be wondering given the sheer volume of consulting partners, how does Salesforce recognise and regulate every service provided? More importantly, how do you know which partner to work with?

Salesforce rank it’s partners predominantly by going off a points-based system, comparing factors like customer ratings, contract value and certifications. In March 2020, Salesforce unveiled the new ‘Partner Trailblazer Score’ which allows consulting partners to improve their point ratings even more.

Regardless of where a consulting partner is based, if they have a registered status, you can guarantee they have been trusted to deliver solutions to the high standard set by Salesforce. Browsing the AppExchange is a brilliant way to find your perfect consulting partner – and you might discover the solution you’re looking for is already made. The Salesforce AppExchange highlights the very best talent and innovative ideas to come from the partner ecosystem.

How we can help

If you would like to discuss any aspects of the topics discussed in this article, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly, on 0161 710 3250.

Celebrating 10 years of Sandyx

27th February 2020

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As we celebrate a decade of company success this month, we thought it’d be nice to look back on how far Sandyx has come over the last 10 years.

From our biggest projects to the changes in our team, our blog covers everything you need to know about the Sandyx journey so far.

Why did we become a Salesforce partner?

By the time we officially sought Salesforce partner status in 2010, the now-giant CRM platform had already began to take great strides.

Salesforce immediately became so attractive to us because it’s such an incredibly flexible platform with the potential to do more than most users realise.

We identified that, with the right development team, Salesforce can do literally anything in regards to CRM. It was swiftly decided then that our mission would be to help more businesses understand the power of CRM by delivering custom Salesforce solutions to organisations in a wide variety of sectors.

Our director went about assembling a team of Salesforce developers and consultants with the right experience and soon after, Sandyx was officially born. Thanks to tools like Salesforce Trailhead, even our newer developers who hadn’t previously used the platform have been able to pick it up in no time and play a huge role in delivering some of our most complex projects.

So, now we had the team of adept developers and enthusiasm for a challenge – all we needed was a big project to really get the ball rolling.

How do you obtain Salesforce partner level status?

If you’re a company looking to become a registered Salesforce partner, you need to have at least 2 Salesforce consultant level certifications under your belt – whether that is one person with two certifications or two people with one each as a minimum.

Registered status partners (like us) tend to be more niche and focus on particular industries or have smaller development teams, making them ideal for implementations in SMEs.

Silver, Gold and Platinum status partners achieve such titles by accumulating points based on 3 factors summarised below.

Global strategic partners, like PwC, exceed Platinum status and snap up the largest Salesforce projects – usually involving 100 licenses or more.

Introducing Salesforce to some of the UK's biggest names

We’ve been incredibly lucky to work with some huge brands over the years.

Some of our clients are UK-based and some are international. Some were completely new to Salesforce and some have been using the platform for years, however every team we have worked with has always received the same no-nonsense, personable and dedicated Sandyx approach.

Check out our infographic detailing everything you need to know about our clients here

Every one of our clients has received a solution tailored just for them and no two results have been the same, whether it was a three year long project or just three months. For example, Hermes came to us needing support with their courier management, whereas Sainsbury’s wanted a flexible solution that would allow them to manage new store implementations.

All of our clients have received ongoing support from the Sandyx development team after their projects are complete, meaning that we never lose touch and have built unceasing loyalty as a result.

What else has Sandyx been up to over the years?

The growth of our marketing department has led to attendance at several events relating to the technology industry, such as the marketingSHOWCASE and the Tech Show North in 2019. We have also released our own custom-built application called AnyCal, which is an interactive calendar booking system developed on the Salesforce platform and is integration friendly for all of our clients. Insight Healthcare are one client in particular who we identified as in need of AnyCal and we were right – the app is still being used by them to this day to book appointments online whilst simultaneously displaying a customisable filter.

Our plans for the future

With a variety of projects in the pipeline, the future’s looking bright and busy for Sandyx. We plan to focus on delivering Salesforce to organisations in the public sector in 2020.

You can follow us on social media to keep updated with our news, events and activities.

How we can help

Delivering Salesforce success to HM Prison and Probation Service

4th February 2020

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Sandyx recently had the pleasure of delivering a bespoke Salesforce solution to HM Prison and Probation Service (Her Majesty’s Prison and Probation Service).

HMPPS is an executive agency under the Ministry of Justice, responsible for correctional services across England and Wales. They provide offender management services for all 104 of the UK’s public sector prisons – which consequently means a lot of data to handle.

What business challenge was Salesforce employed to address?

The most vexing issue facing HMPPS was the lack of data tracking. Given the number of organisations they work with, including local police, courts and councils, it’s unsurprising that they were struggling to keep tabs on everyone. It was swiftly decided that developing a central system to store this information was the most important outcome of this project.

What benefits has HMPPS seen since deploying the solution?

Since deploying our solution, HMPPS has shown enthusiasm about being able to track employment opportunities with other organisations. This includes being able to identify how many individuals need employment and how many employers have opportunities available, alongside more detailed specifics like how long opportunities take to deliver an outcome.

The new process enables HMPPS to see a more detailed overview of how effective or ineffective their methods are as well an overall more unified vision for their regional teams.

Why did HM Prison and Probation Service choose Sandyx?

Sandyx was recommended to HM Prison and Probation Service by Salesforce.

This recommendation partially came from the AppExchange partner portal but also partially through Salesforce recognising our focus on nonprofits.

We are also featured on the Digital Marketplace, an online platform designed to showcase the best in digital services for the public sector. HMPPS expressed how confident they were in our capabilities from the get-go after we pitched our tutorial to them detailing the capabilities of our team. In fact, the HMPPS team were particularly complimentary of our quick response time and the ongoing support they received from Stuart, our principal consultant.

We pride ourselves on always accommodating any changes for our clients as we understand how confusing the implementation process can seem.

Interview with HM Prison and Probation Service

Our principal consultant, Stuart Greig, sat down with Caitlin Perry, the head of strategy and innovation to discuss the service they received from Sandyx. We have summarised the interview into a short Q&A below:

Q: How well did Sandyx communicate with you before, during and after the project?

A: Extremely well – Stuart has been incredibly responsive to all our queries and has always found time to talk through queries, even when they come in at the last minute.

Q: How well did Sandyx adhere to the project times?

A: Perfectly – we pushed back a little but Sandyx were accommodating of that.

Q: How would you summarise the experience of working with Sandyx?

A: I would say that working with Sandyx has been a very positive experience, and continues to be so. Sandyx have been understanding of the different levels of capability amongst the team and pitched their tutorial to match that. They have always been responsive to queries and accommodated the changes we have made to the system.

Q: If you could leave a message for future Sandyx customers, what would it be?

A: Sandyx have made the process of tailoring and understanding Salesforce incredibly simple. I would highly recommend using Sandyx, particularly if you get the benefit of being supported by Stuart!

Contact Sandyx for more information

Is your CRM software completely up to scratch? The chances are, we can make it better.

You could be our next success story.

Make customer experience a priority in 2020

20th December 2019

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How to improve your customer experience in 2020

In simple terms, customer experience is the impression you make on your clients.

Everything from the way you digitally market a service to how you follow up on a closed deal contributes towards the overall customer experience.

Companies that understand the value of brand loyalty are rightfully making it their priority to improve the customer experience, with 2020 guaranteed to bring more disruptive and innovative solutions than ever before.

Our new blog explains what you should expect for the future of customer experience, how you can improve your strategy using Salesforce and the undeniable benefits of doing so.

How is the customer experience changing?

Delivering a positive experience for your customers means and involves so much more in 2020 than what it meant in 2010.

Customers are harder to please and expect a lot more from you, such as wanting readily available support but not wanting to be hassled – hence the creation of live chat bots. Whilst customers may be harder to please, a good recommendation or online review is more valuable than ever before as 91% of consumers say positive reviews make them more likely to use a business, according to BrightLocal. Perfect your customer experience and the positive reviews will swiftly follow.

Redefining the mobile experience is also a top priority, with 50% of users claiming they’d be considerably less likely to use a website again if it wasn’t mobile friendly.

Customer experience is a priority for 2020 - here's the proof

According to a report by PwC, one in three loyal customers would abandon a brand they love if they had just one bad customer experience. This statistic was taken from a survey involving 15,000 US consumers. 93% from the same group of respondents said they would ditch a brand entirely after two or three negative experiences.

Furthermore, a Walker study predicted that by 2020, a positive customer experience will be more of a key brand differentiator than price or product – proving that it really is worthwhile to invest in creating a better experience for the new year if you haven’t already. In fact, PwC also found that 89% of buyers even would be willing to pay more for a great customer experience.

Using Salesforce to deliver a seamless customer experience

By using the wide range of cloud-based solutions on the Salesforce platform, you can deliver a consistent and satisfying digital customer experience across all business channels. Using Salesforce, you can gain insight into your clients and use this information to build better professional relationships with them. Salesforce Marketing Cloud allows you to target customers with tailored marketing (e.g emails, social media engagement) – making you consistent and unforgettable in their eyes. Customisation is key to providing an enhanced digital experience and Salesforce equips you to treat every customer like you know them personally. You can also use the Service Cloud to give the relevant staff a unified view of where your clients are up to so everyone knows exactly what level of support they require and at what stage. This is particularly beneficial to companies with a structured sales process in place or a 24/7 customer helpline. We can show you how to use Salesforce to deliver a better customer experience if you’re still undecided – please don’t hesitate to contact us today.

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Salesforce Lightning vs Classic: The benefits of Lightning

6th November 2019

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There’s no question that Salesforce Lightning is the next big thing in the CRM world. However, given that such a large number of customers are still reliant on Classic, it won’t be getting scrapped anytime soon.

That being said, you need to understand the differences between the two editions to see why Lightning really is the way forward (like you really need any more convincing).

How is Salesforce Lightning different to Classic edition?

Everything about Lightning has been designed to be more visually pleasing and easy to use, which certainly rings true when you first switch between the different dashboards. Lightning makes it easier than ever to develop apps using pre-built components from a drag-and-drop library, removing the need to code and test throughout the development process. Salesforce Lightning also has more Einstein AI integrations across the entire interface than Classic ever did, making it easier to find detailed insights into everything from opportunities to automated contacts.

Some features like the Einstein Bot Builder for example, are completely new to Salesforce and only available in the Lightning experience.

The top 4 benefits of Lightning:

Below we have listed what we think are the most important benefits of using Lightning:

1. Enhanced customer engagement

There’s no denying that a significant number of Salesforce customers have been blown away by the look and accessibility of Lightning experience.

The customisation capabilities and tools like Lightning Console Apps mean that products tailored specifically for clients and end-users will be up and running sooner than ever before on the Salesforce platform. The new analytical features on Service Cloud mean that customer representatives can delve into better insights and achieve higher rates of satisfaction.

2. A sleeker way of working

The new tools and features available on Lightning make Classic look somewhat outdated in comparison and trickier to stay connected with the rest of your team in different departments. Lightning has been adapted for accessibility through any device at any time and offers tools like the Activity timeline feature, which enables you to see exactly where staff are up to with leads.

Thanks to the visualisation of Lightning, staying up to date with tasks in real time is a lot easier – meaning more work gets done. Even long-winded tasks like data entry can be considerably sped up by using Lightning features like Quick Actions.

3. Easy for Salesforce newbies to use

If you’re new to Salesforce, you shouldn’t bother familiarising yourself with Classic edition.

There are just a handful of functionality limitations which still persist for developers like us when it comes to displaying Visualforce pages in Lightning but we don’t doubt that these will soon be rectified by Salesforce. Every new feature made by Salesforce is being designed with the Lightning UI in mind, so sticking with Lightning now will only lead to a much better and up-to-date Salesforce experience in the long run.

4. Better results all round - and the stats to prove it

According to a Forrester report about the impact of switching from Salesforce Classic to Lightning, some organisations were seeing a return on investment of 341% over three years. “Lightning is a catalyst for unleashing productivity, innovation and transformation across every industry,” said EVP and General Manager of the Lightning platform at Salesforce, Anne DelSanto.

The marketing Director, Ben Pruden, also later commented that “Lightning is what we would have originally built if the technology had been available”. The incredible functionality and component-based framework of Lightning means that processes like enterprise app development takes up to 50% less time as code is no longer necessary.

Not sure if you're ready for Lightning?

Sandyx have already spent a long time working with Salesforce Lightning and regularly advise clients on the transition from Classic to Lightning. ‘Am I ready for Lightning?’ is a question that arises almost daily, but luckily we have compiled knowledge from the best of the best to summarise what the Lightning experience is all about and how the switch may affect the way you use Salesforce. If you would like to discuss any aspects of the topics discussed in this article, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly, on 0161 710 3250

How to choose the right Salesforce Partner

18th October 2019

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So, you’ve made the big decision to transform your business for the better through Salesforce. The next step is finding the right partner to execute your vision to be exactly as you wish.

Get the most out of CRM with the right partner

Being a registered Salesforce partner ourselves, we know exactly what makes a project a success and can only imagine the opposite is what dooms companies for total failure. Poorly executed implementations can not only cost businesses thousands of pounds but also critical business opportunities.

A big part of your success depends on who you partner with, so we have decided to share some expertise on how to find the right Salesforce consultant to help you set your project up for prosperity.

First of all, what is the Salesforce Partner Ecosystem?

The Salesforce partner ecosystem is essentially a network of registered Salesforce partners based around the globe. The Salesforce AppExchange acts almost like a partner directory and showcases the very best of third-party apps, so you might find it useful to look here first to see if any partners have developed apps specific to what you need.

Steps to follow when searching for your Salesforce partner:

1. Identify your requirements early on in the process

Identifying exactly what you want out of the platform prior to the implementation should be a no brainer.

What were your reasons for investing in the platform to begin with? How are you expecting Salesforce to help you achieve your business goals?

After consulting with your Salesforce partner, they should know the answer to these questions too and may even offer suggestions on how to exceed your goals. A good Salesforce partner should also make it clear what is expected from your behalf at the start of the project.

2. Look for a Salesforce partner with the right industry experience

Healthcare, financial services and nonprofits are examples of huge industries in which Salesforce partners often brag a wealth of experience. If your business is part of a fairly niche industry, you’d be much better off finding a partner with experience in that particular industry – even if it takes a little longer to find them.

We would always advise that industry experience is much more crucial than the size of the consulting partner.

For example, we have developed and implemented a bespoke calendar booking system accessible by third parties which is used by our client Insight Healthcare to empower patients to self book appointments. This application would not be of any use to our other clients, but that makes it all the more valuable and unique to Insight Healthcare.

3. Search for reviews, certifications and case studies

Client testimonials, reviews, case studies and Salesforce certifications are the best sources of evidence to see how successful your partner has been in the past. We take great pride in showcasing off our best and biggest projects we have completed for clients in the past and given that 70% of our projects are repeat business and many new clients came to us after hearing good recommendations, we know how important a good reputation is.

4. Get a feel for the team you'll be working with in the consultation

Ensure you know who you’ll be communicating with and who is carrying out the technical work – they should be working closely together. You need to know that, should errors or changes occur, they will be seen to urgently, making communication the most important part of the project.

At Sandyx, our clients either initially consult with Stuart, our presales consultant who is an expert at identifying what our clients need and how to achieve it, or Chris, our head of service delivery who oversees every step we take in each project and provides regular updates to project leaders.

Embark on your innovation journey with confidence

Now you’ve found the right partner and feel assured that they can reflect your goals, it’s time to start the project. This can still be a long and sometimes gruelling process, involving plenty of testing sessions and detailed weekly reviews, but it will all be worth it when your team is seeing enhanced results from using a tailored version of Salesforce. If you’re still on the hunt for the right Salesforce partner, get in touch with Sandyx today for a no-obligation consultation to see if we can help you achieve your goals.

How does Salesforce support nonprofits?

6th September 2019

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Although Salesforce might not be the first thing you associate with nonprofits, the benefits it offers to such organisations are becoming increasingly well recognised.

From British Red Cross to Homeless Link, Salesforce is helping nonprofits across the globe achieve their missions in their own inspirational way.

Isn't Salesforce too expensive for a nonprofit?

It’s no secret that Salesforce can be pricey – but it is the number one CRM. One reason why Salesforce is a world leader is its unfaltering commitment to philanthropy, which was confirmed by the swift creation of a whole Cloud designed solely for nonprofit customers in 2018. What’s more, up to 10 Salesforce Enterprise Edition licenses are free of charge and generous discounts on training, events and further subscriptions are also available – giving nonprofits nearly £20,000 worth of yearly services for free thanks to the Power of Us Program. Sure, there might still be cheaper CRM solutions out there, but how many of them have a whole suite of features specifically designed to support nonprofit activities?

What is the Salesforce Nonprofit Cloud?

The Salesforce Nonprofit Cloud was specifically made by Salesforce.org to support the daily activities of nonprofits, giving them access to disruptive Salesforce technology without frittering away their budgets.

It encompasses all the crucial Salesforce products but with a greater focus on Engagement, Fundraising and Program Management activities by including specific products. More than 40,000 nonprofits currently use the Nonprofit Cloud and a significant portion of them do so because they were attracted to the benefits of the Nonprofit Success Pack.

The Nonprofit Success Pack

The NonProfit Success Pack is a specific product under the Nonprofit Cloud.

It is an ‘out of the box’ pre configured set of applications tailored to help Salesforce-newbie nonprofits get started with the platform quickly. It includes custom components like Households and Donations rather than standard Accounts, Contacts and Opportunities found in the Sales Cloud. Constituents are at the heart of most nonprofit work, so consequently a lot of NPSP features revolve around engagement and data organisation – which aligns perfectly with the main purpose of CRM.

Some features of the Nonprofit Success Pack include:

Donor and constituent management
Donation and fundraising tracking (including tools for setting up recurring donations)
Mobile access
Engagement management
Overview of reports and enhanced analytics (through a pre-built, customisable dashboard)

How is Salesforce technology used in nonprofits?

The very basic purpose of CRM systems could be an urgent saviour for nonprofits, regardless of their industry. Enhanced constituent data insights, easier company-wide communication and the automation of daily processes are all features that support the overall mission of nonprofits – and make it easier for them to achieve noticeable results.

Most commonly, we see nonprofits using Salesforce to track interactions with volunteers or donors from one shared system. This data can also be used for personalised marketing, through tools available on Salesforce, so that you can maintain engagement and build deeper relationships with constituents. Say you host an awareness event or carry out fundraising activities, the Salesforce Nonprofit Cloud provides a 360-degree view of what is going on across the organisation – and you don’t need a technical team to help you get set up.

Nonprofits using Salesforce - the results:

Why is Salesforce popular amongst nonprofits?

According to Salesforce, 76% of nonprofits feel that Salesforce is ‘making it easier for them to do their jobs’ and have seen a 24% increase in donor retention. Furthermore, 96% of nonprofit respondents from the same survey see potential for innovation with Salesforce, which is where partners like us come in to customise clouds to meet niche requirements.

The nonprofits Sandyx have helped see the potential in Salesforce

One of our biggest nonprofit projects is the work we carried out for Insight Healthcare, which are a part of Concern Group. The team were incredibly satisfied with our service, which involved developing a savvy calendar booking system for them which allows patients and practitioners to schedule appointments from the Salesforce platform.

How we can help

You could be our next big success story, maybe even a nonprofit success story too!

Why is Manchester favoured by tech start-ups?

30th August 2019

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Manchester's rich history in tech

Manchester is a city globally recognised as being creative and innovative.

Leaders of the industrial revolution, creators of the world’s first stored program computer and a frontrunner in UK media creation and football teams, Manchester has achieved a lot as a city.

Tech start-ups flocking to Manchester

According to an analysis by RSM, there were 1,079 Manchester-based software development and programming companies incorporated in 2018, which was a 48% increase from the previous year.

This was the highest growth out of all UK regions.

Leaders in tech paving the way for the North West

Given some of the prestigious names to come out of Manchester, such as LADBible, the BBC and Kellogg’s, it’s hardly surprising that new companies aspire to work next to such big names.

Manchester boasts a flourishing tech scene like no other city and is currently home to many companies using technology in a groundbreaking way. Auto Trader, Missgudied and On the Beach are also great examples of Manchester-born companies that have built a strong digital presence despite operating in completely different industries.

Why is Manchester so popular with tech start-ups?

Research by CWJobs revealed that of the 9% of employers who feel Manchester has the best talent in tech, 56% of them believe this is because Manchester has better ‘tech-focused’ educational institutions. Only 43% from the same group believed London has better institutions.

Aside from offering top-notch education, Manchester hosts a variety of popular events and attractions all year round and is located within easy reach for the rest of the UK.

Being a city that offers affordable yet idyllic locations next door to industry leaders, combined with generous SME support, why would you want to set up anywhere else?

New research highlights the success of the city

Tech Nation revealed in their 2019 survey that there is a total of 13,665 digital tech businesses operating in the North West, with 88,000 people currently employed in the sector. Furthermore, a survey by Yorkshire Bank has shown that 63% of business owners based in Manchester rate the city ‘very highly’ in regards to the business community – quite a lot higher than the national average of 47%.

Manchester chosen for IoT development

Manchester was specially selected to become an IoT City Demonstrator as part of an innovation project called CityVerve. £10 million in funding was awarded to help build a powerful IoT presence across the city through the creation and installation of smart connected devices, especially relating to public transport, healthcare and environmental services.

Look out for the following - this is how the CityVerve project is making Manchester smarter:

Initiatives to attract more people to the industry

Schemes designed to attract people to the tech industry are aplenty in the North West, including one Government-backed initiative designed to encourage young people into the tech sector.

There is also a project currently in operation called Tech Manchester, which was put in place to boost Manchester’s tech scene within the business community through efforts like collaboration, funding opportunities and extra resources.

Manchester is a competitive city with big ideas

Ever since splitting the first atom back in 1917, Manchester hasn’t stalled in regards to technological developments. We’ve seen huge broadcasters like ITV and the BBC setting up headquarters in Media City in 2012 and 2013, which has naturally brought more wealth and prestige to the area.

According to Deloitte, 2018 saw more building work taking place in Manchester than Chicago or Los Angeles. Both city centre offices and apartments are in high demand due to Manchester’s considerably lower cost of living compared to the capital, making the North even more welcoming to aspiring entrepreneurs.

Get in touch with Sandyx today

Being located in Media City ourselves, we understand why so many companies are drawn to Manchester – there is opportunity everywhere. We know we don’t need to be London-based in order to attract the top clients and given the evidence above, we’re not the only ones who know that.

Why your team should be using myTrailhead

13th August 2019

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Does your company use Salesforce? If so, then you should be using myTrailhead.

The benefits offered by using myTrailhead are unparalleled by any other online learning platform – it helps you get to grips with the world’s most robust software in an engaging and no-pressure way.

What exactly is Salesforce myTrailhead?

Salesforce initially released the free online platform under the name Trailhead in 2014, a gamified learning platform intended to provide developers with all the resources necessary to learn about Salesforce products.

By 2017, Trailhead had become myTrailhead, which is essentially a much more customisable version of Trailhead. You can personalise every part of myTrailhead to reflect your company branding, values and nature of work, which helps staff see the relevancy of what they’re learning to their role. Rather than simply offering courses relating to Salesforce in general, you can create your own content for tasks from scratch. What’s more, myTrailhead can identify (through a set of triggers) when users need help with specific tasks and assigns the right information and quizzes accordingly.

As of today, it has over 1.2 million users who have collectively earned around 12 million badges through completing modules, units and quizzes.

By using myTrailhead, you will:

1. Nurture a more skilled and motivated team

When your employees are able to learn more skills at work, it has an uplifting and motivating effect. Days in the office are no longer a continuous 8-hour grind through work – instead staff members can break up the day with periods of learning, followed by testing out their new knowledge in myTrailhead modules.

2. Encourage Salesforce adoption in your company

Training is a natural albeit timely part of the hiring process, especially if the role involves a specific skill.

By using myTrailhead, employees can quickly learn anything about Salesforce but also how they’ll be expected to use particular tools – and even practise their newly-learnt skills before delving into the real world of work.

Salesforce have made it as easy as possible for literally anyone to learn about their products, which we believe is a vital step towards enabling skilled but non-Salesforce-specific developers to join such environments. Both reskilling and upskilling opportunities are made widely available to your team and you can keep track of their success by checking Trail Tracker, an app available on Salesforce AppExchange.

3. Stay on top of product updates and Salesforce changes

By regularly using myTrailhead, you eliminate the risk of missing critical Salesforce updates and product changes. This means that no-one is left behind, you save time which can be focused elsewhere and everyone is safe in the knowledge that they’re learning from the best.

4. Create a fun and flexible learning culture

Your team can access myTrailhead whenever they please and from any device, allowing them much greater freedom to pick up skills when necessary. There’s also an element of friendly competition surrounding the badges and credentials up for grabs on myTrailhead.

Sign up to myTrailhead to bolster your Salesforce management

For only $25 per month, signing up to myTrailhead really is a no-brainer. Why wouldn’t you want an app that automatically identifies when your staff need help with specific tasks and also provides new starters with everything they need to know? You can sign up to myTrailhead here today and see if it’s right for you. Alternatively, you can contact Sandyx if you need any help with Salesforce whether through user training, customisation or integrations.