Friday, May 7, 2021

Trailblazer.me and Webassessor Account Transition


09/30/2021 Update: 

It appears as though there is a new capability in Trailhead that might supplant the process I've described below. You can view the following help articles: Merge Trailblazer.me AccountsLink Your Trailhead and Webassessor Accounts. That said, I am still leaving my original post intact, just in case.

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Let's say you are changing employers and your current trailblazer.me and webassessor.com accounts are wired up to the email address and Salesforce org associated with your employer. This is a common case for Salesforce and Salesforce Partner employees, because there is a desire to link badges and CERTS to the employer, but when you are moving on, you want to take your badges and CERTS with you, so to speak. Here is a step by step guide for how to achieve that objective:

  1. Create a new Developer Edition Org (DE Org)
    • Of course, you can also become a Salesforce customer and create a PROD org ;-)
    • Use your personal email when you sign up. To appease my OCD, I created a brand new email alias (e.g. sf-trailblazer@domain.com) and used this for both my login and email
  2. Log into Trailblazer.me using your existing credentials
  3. In the upper right corner, left-click your icon and then select 'Settings'
  4. Under 'Connected Accounts', select 'Connect' to add a new Connected Account
  5. You will be asked to login into your Salesforce Org (DE or PROD)
    • Use the credentials created in Step #1 above
    • After you successfully login, you will be redirected back to Trailblazer.me > Settings
  6. Under 'Email Accounts', select 'Add Email' to add a new Email Address
    • Use the email address that you used in Step #1 above
    • You will have to go through a two-factor authentication process
  7. Log out of Trailblazer.me
  8. Log into Trailblazer.me using the new credentials created in Step #1
    • Note that you may have to do this in incognito mode, to prevent the login process from redirecting you to the my domain associated with your existing credentials
  9. Under 'Connected Accounts', select the 'Disconnect' button next to your existing Salesforce org (i.e. the org associated with the employer that you are leaving)
  10. Under 'Email Accounts', select the 'Disconnect' button next to your existing email address (i.e. the address associated with the employer that you are leaving)
  11. Now log into webassessor.com using your existing credentials
    • As an aside, you will NOT be updating your webassessor.com credentials during this process. So, if your current username for Web Assessor is <your_name>@<your_current_employer.com>, it will remain the same even after you leave your current employer, but this is of no real consequence.
    • If your really want to, you can submit a case to Trailblazer support to ask for your webassessor.com username to be changed. I did, and it changed my life!
  12. Select 'Edit Profile' in the upper-right section of the screen
  13. Update the following fields:
    • 'Email Address'
      • Use the same email address used in Step #1
    • 'Email address associated with your Salesforce account'
      • Use the same email address used in Step #1
    • 'Company Name'
      • You can use "Self" or whatever
    • 'Are you a'
      • If your current employer is Salesforce and you are moving to a Salesforce Partner, then select "Salesforce Partner", or select "Salesforce Customer" (or whatever)
    • As an aside, you should also make sure your other fields (i.e. phone, address) are correct
    • When you select 'Save', you may be asked to provide your password to update your email
Now you may need to wait up to 24 hours for the linkage to be updated. After 24 hours, you can test the linkage by going to the Salesforce Certification Verification Page and entering your new email address (used in Step #1) in the 'Certification Holders: Check Your Status' section. If you do not see your certifications after 24 hours, then submit a ticket to Trailhead support. 

Cheers!

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