Learning Paths Best Practices

Strategy

As you plan your in-app help strategy, think of adding layers of customization to address the needs of your users and, if applicable, your existing training program. Along with creating in-app guidance, customizing Learning Paths is a great next step.

Learning Paths offers targeted assignment functionality, available now and in upcoming releases. It’s as easy to assign learning items across Salesforce as it is to assign items to a specific page for specific users. Users can read assigned Trailhead modules and earn badges right inside the app.

Be sure to let users know that they can access these resources from the Trailhead icon in the global header or from Learning Home. To make Learning Home easier to find, add Learning to the navigation bar.

Tips to Get Started

Here are some ideas to help you plan which resources to add to Learning Paths.

• Replicate the modules that you added to the global custom section of the Help Menu.
• Add your company’s videos, wiki pages, quick start guides, enablement site (myTrailhead) modules, or other custom resource.
• Assign shorter modules that users can complete in less than a half hour to facilitate learning as the user works.
• Assign only one or two items to a specific page in the app.
• Add due dates to give users a better sense of when to complete the learning item.
• Scope out what to add by listing the learning item, location, audience, and, optionally, due date.

Here are some resources to consider adding. All learning items are Trailhead modules, except as noted.

Onboarding

Working from Anywhere

Sales

Service

Wellbeing