Use this link to share with your colleagues:
All About Trailhead: https://help.pm.leapevent.tech/a/926556
PatronManager is an app built on the powerful Salesforce platform- when you use PatronManager, you're also using Salesforce. Understanding how Salesforce works can help you understand PatronManager, and how to customize your PatronManager account to fit your needs.
One of the best training tools for understanding Salesforce is Trailhead. You can use Trailhead to hone your reporting skills, learn how to create custom fields, and more. Follow the instructions below to get started!
1. Go to the Trailhead website
2. Click on the"Sign Up" button
3. Select "Sign Up with Salesforce"
4. Enter your PatronManager username and password
5. Click the "Allow" button
6. Fill out your information on this screen, and click "Continue"
7. You've successfully created your Trailhead account- now get hiking!
Read on to find specific trails we highly recommend for PatronManager users.
Recommended Trails and Modules
First, here's a Trail on how to navigate around Trailhead. We recommend starting here if you've never used Trailhead. Learn Salesforce with Trailhead
We've put together a group of recommend modules - called a Trailmix - for PatronManager users wanting to learn more about Salesforce.
For our newer PatronManager users, you can learn more about the Salesforce platform, reporting, and Chatter in these modules.
For our more advanced PatronManager users, learn about automation, formulas, and Volunteers for Salesfore in this set of modules.
For those of you responsible for onboarding new users or your organization as a whole, check out these modules on change management.
And if you're interested in learning more about Lightning, check out these modules.