Guides & Tutorials

Your Learning Journey Begins Here

Training for the OneUSU CRM will use a customized train-the-trainer approach to help teams across the university transition smoothly.

If your day-to-day work is affected by one of the four phases, you’ll be invited to targeted training sessions. These will begin ahead of each staggered release and will be communicated directly to your team.

Additional Salesforce Resources

In the meantime, if you’d like to start exploring Salesforce — the platform powering OneUSU CRM — you can dive into Trailhead, Salesforce’s free, self-paced learning platform. Trailhead lets you earn points and badges, build your skills, and even pursue industry certifications.

On this page, you’ll find Trailhead guides and tutorials, user guides, tip sheets, implementation resources, and recommended certification pathways curated for USU.

Upcoming Training Events
The OneUSU CRM training model utilizes a train-the-trainer approach for the Salesforce Education Cloud implementation. We will host a variety of training events, which will be listed here and communicated to the appropriate audiences.

 

Get Started on Trailhead

Creating Your Account on Trailhead

1

Visit Trailhead

  • To begin this process, open your browser and navigate to trailhead.salesforce.com.
  • Click “Sign Up” in the upper-right corner of the page.
 
2

Create Account

  • Locate the “Business Email” section.
  • Enter your personal email address (e.g., Gmail, Yahoo, etc.). Quick Tip: Create your account with your personal email address. That way, your learning and certifications are tied to you, even if you move on from USU.
  • Accept the Main Services Agreement, then click “Verify my email.”
 
3

Verify Email

  • Check your personal email inbox for a message from Trailhead.
  • Enter the code located within the email into your Trailhead window.
  • Fill in your personal details (name, location, etc.).
  • After this step, you will be automatically logged into Trailhead.
 
4

Connect Work Email

  • Click the profile icon in the top right, then click “Settings.”
  • From the left menu, choose “Connected Accounts.”
  • Select “Connect an Account.”
  • Enter your work email address and follow the prompts to verify this account. Quick Tip: Connecting your work email ensures you receive credit for work-related learning.
 

Explore Trailhead

Foundational Learning

Trailhead, Salesforce's free learning platform, offers comprehensive training for all users and equips USU with essential Salesforce skills.

If you're interested in using Trailhead, start by completing this 60-minute foundational learning.

Your Guide to Trailhead - 5 Minutes

Explore Trailhead, Salesforce’s free, self-paced learning platform, to build Salesforce expertise, strengthen technical and business skills, and earn industry-recognized credentials. These tools empower you to better support students, enhance services, and contribute to USU's success.

Your Guide to Trailhead

Salesforce CRM - 50 Minutes

Learn how to use USU's Salesforce-powered Constituent Relationship Management (CRM)system to strengthen student engagement, enhance institutional effectiveness, and support strategic enrollment and advancement goals.

Salesforce CRM

Terms to Know

Salesforce often uses business and sales terminology that may not directly align with higher education. To help you navigate the system and build a shared understanding, here’s a guide to common Salesforce terms and how they translate in our USU context.

  • Customer: Constituent (prospects, students, alumni)
  • CRM: Constituent Relationship Management
  • Account: Constituents or organizations you’re engaging with.
  • Person Account: A record type that combines institutional and individual information into a single profile, used to represent individual constituents.
  • Lead: Potential prospects. Also referred to as “Suspects.”
  • Opportunity: Qualified leads that you’ve converted.
  • Sales Team: Teams and roles at USU, such as Admissions Officers, Recruiters, Enrollment Marketing, Alumni Relations, Academic Advisors, Retention Specialists, and Orientation staff, play critical roles in engaging, enrolling, supporting, and retaining students throughout their journey.
  • Business Opportunity: Potential partnerships, programs, initiatives, or funding sources that support institutional goals such as enrollment growth, research development, community engagement, or revenue generation.

Recommended Trails

Education Cloud & General Trainings

Data Trainings

Marketing Trainings

General Marketing Cloud

Email

Content Builder

Journey Builder

Data

Salesforce Industry Certification Pathways

If you want to take your learning a step further, explore the recommended Salesforce certification pathways for specific USU roles that will interact with the OneUSU CRM platform.

These certifications can help deepen your industry expertise and better prepare you to support your team.

USU Salesforce System Admins

Product Manager

Product Owner

Marketer

Data Consumer

Tier 1 Support (Service Desk)