--- schema_version: "1" id: 719d05f1e2d658288c35342a1c6260df7e596dfcbaa7dae87232afb5f110062b title: Learning Paths Best Practices collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/customhelp_lex_learning_helpmenu_best_practices.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.customhelp_lex_learning_helpmenu_best_practices.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 3e319357cfbf9a23ef5c7d94b82a955a27ea0bf93fe9b3eb2a8fd662f1ebb2e4 description: Learn how to define an in-app help strategy, and get tips for customizing Learning Paths. products: - Salesforce Platform - Security release: "264" --- # Learning Paths Best Practices Learn how to define an in-app help strategy, and get tips for customizing Learning Paths. ### Required Editions
Available in: Lightning Experience
Available in: Developer, Professional, Enterprise, Performance, and Unlimited Editions
Not Available for: Chatter External, Chatter Free, or Communities (now known as Experience Cloud) user licenses
Enablement Sites (myTrailhead) available in: Enterprise, Performance, and Unlimited Editions
![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_important.png) Important Learning Paths is turned off by default in all environments in Winter ’25 and later. To turn on Learning Paths, contact Salesforce Customer Support. Learning Paths isn’t available in a sandbox or in Government Cloud Plus environments. ## 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 | Learning Item | App | | --- | --- | | [Let’s Take Lightning Experience for a Spin](https://play.vidyard.com/LfY-yg0tw_0A2YeLn42lsw.html) (video) | All | | [Searching in Salesforce](https://play.vidyard.com/U8jqq2qhfD8TxXL7Nj92Eg.html) (video) | All | | [Working with List Views](https://play.vidyard.com/4ahjpdBTNWZ5EgZds9dJf1.html) (video) | All | | [Trailhead: Quick Look](https://trailhead.salesforce.com/en/content/learn/modules/trailhead-quick-look) | All | | [Salesforce User Basics](https://trailhead.salesforce.com/en/content/learn/modules/lex_salesforce_basics) | All | | [Salesforce User Tour](https://trailhead.salesforce.com/content/learn/modules/lex_salesforce_tour) | All | | [Salesforce CRM (CRM for Lightning Experience)](https://trailhead.salesforce.com/en/content/learn/modules/lex_implementation_basics) | All | ## Working from Anywhere | Learning Item | App | | --- | --- | | [Virtual Meeting Setup: Quick Look](https://trailhead.salesforce.com/en/content/learn/modules/virtual-meeting-setup-quick-look) | All | | [Virtual Collaboration](https://trailhead.salesforce.com/en/content/learn/modules/manage_the_sfdc_way_virtual_collaboration) | All | | [Virtual Whiteboarding: Quick Look](https://trailhead.salesforce.com/en/content/learn/modules/virtual-whiteboarding-quick-look) | All | | [Effective Emails: Quick Look](https://trailhead.salesforce.com/en/content/learn/modules/effective-emails-quick-look) | All | | [Relationship Building](https://trailhead.salesforce.com/content/learn/modules/relationship-building) | All | | [Emotional Intelligence](https://trailhead.salesforce.com/content/learn/modules/emotional-intelligence) | All | | [Fearless Teaming](https://trailhead.salesforce.com/content/learn/modules/fearless-teaming-ext) | All | ## Sales | Learning Item | App | | --- | --- | | [Sales Cloud: Quick Look](https://trailhead.salesforce.com/content/learn/modules/sales-cloud-quick-look-1) | Sales | | [Prospecting to Improve Sales](https://trailhead.salesforce.com/content/learn/modules/prospecting-to-improve-sales) | Sales | | [Demo Delivery Essentials](https://trailhead.salesforce.com/content/learn/modules/demo-delivery-essentials-public) | Sales | | [Demo Storytelling](https://trailhead.salesforce.com/content/learn/modules/demo-storytelling-public) | Sales | | [Design Thinking for Sales](https://trailhead.salesforce.com/content/learn/modules/design-thinking-for-sales) | Sales | ## Service | Learning Item | App | | --- | --- | | [Service Cloud: Quick Look](https://trailhead.salesforce.com/content/learn/modules/servicecloud-quick-look) | Service | | [Service Cloud Agent Experience](https://trailhead.salesforce.com/content/learn/modules/service-cloud-agent-experience) | Service Console | | [Communication Skills for Customer Service Agents](https://trailhead.salesforce.com/content/learn/modules/communication-skills-for-customer-service-agents) | Service | ## Wellbeing | Learning Item | App | | --- | --- | | [The Power of Movement](https://trailhead.salesforce.com/content/learn/modules/power-of-movement) | All | | [The Value of Sleep](https://trailhead.salesforce.com/content/learn/modules/value-of-sleep) | All | | [Mindful Living with the Plum Village Monastics](https://trailhead.salesforce.com/content/learn/modules/mindful-living) | All | #### See Also - [Custom Help in Lightning Experience](https://help.salesforce.com/s/articleView?id=platform.customhelp_lex.htm&release=264.0.0&type=5 "In Lightning Experience, In-App Guidance allows you to add prompts and walkthroughs to reach users directly with feature updates, record help, and onboarding tips. When Sales Programs, Guidance Sets, or Learning Paths are in use, the Guidance Center icon appears in the global header. Open it to find learning items assigned with Learning Paths and suggestions from Salesforce. All Trailhead modules and custom help assignments can be found on Learning Home.")