---
schema_version: "1"
id: 530573cd236fc3b64377d1d9559835e269e296c39948bf07b314d39338be9086
title: Assign a Learning Item for Learning Paths
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/customhelp_lex_learningpanel_add.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.customhelp_lex_learningpanel_add.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 71bb0774577cc584d9ab178a352bcc56a530448401e6485e3be0b6de1af9cadf
description: You can assign a Trailhead or enablement site (myTrailhead) module or a custom learning item such as a video, tutorial, or reference guide. You can assign a learning item to individuals, public groups, or all users. And you can associate a learning item with an app and a particular object and page within the app.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Assign a Learning Item for Learning Paths

You can assign a Trailhead or enablement site (myTrailhead) module or a custom learning item such as a video, tutorial, or reference guide. You can assign a learning item to individuals, public groups, or all users. And you can associate a learning item with an app and a particular object and page within the app.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Developer</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Not Available for: <strong>Chatter External</strong>, <strong>Chatter Free</strong>, or <strong>Communities</strong> (now known as Experience Cloud) user licenses</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Enablement Sites (myTrailhead) available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d159606e105">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d159606e105 ">To manage as an admin</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d159606e105 ">Modify All Data OR Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d159606e105 ">To manage as a designated trainer</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d159606e105 ">Manage Learning</td>

          </tr>
        </tbody>
      </table>

![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.

To see learning items in action, check out this video.

1. To open the panel, click the icon for Guidance Center in the global header.
    
    ![Icon for In-App Learning in the global header](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/inapplearningicon.png)
2. At the bottom of the panel, click **Assign Learning Content** to go to Learning Home.
    
    You can also get to Learning Home via the App Launcher. Add Learning Home to your navigation bar for easy access.
3. On Learning Home, click **Manage Learning Assignments**, then click **New**. Only admins or users with the Manage Learning user permission have access to the Manage Learning Assignments page.
4. In the New learning item window, select a content type, then search for a Trailhead or enablement site module, or enter the URL for a custom link.
    
    ![New learning item window, showing Content Type and Module Details sections](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/lol_new_learningitem_content_type.png)
    
    When users click the link for a Trailhead or enablement site module in the side panel or on Learning Home, the item opens in the app. The progress that’s shown for the learning item depends on the progress that users make in the module.
    
    When users click a custom link, the link opens in a new browser tab and the learning item is marked as complete immediately. If you previously included custom links in the Help Menu, add those links with Learning Paths instead.
5. Under Location, specify where the learning item appears in the app by selecting an app and, if you want, an object and record.
    
    ![New learning item window, showing Location section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/lol_new_learningitem_location.png)
    
    - To make the learning item appear across Salesforce, select **All** for App and Object and Record.
    - To make the learning item show up on every page in an app, select an app in the App picklist, then select **All** in the Object and Record picklist.
    - To make the learning item show up for a specific object in an app, select a value in the App and the Object and Record picklists.
    - To have the learning item show up for the same object across Salesforce, select **All** in the app picklist, then select a value in the Object and Record picklist.
    - To add a module to a specific Setup page, enter a URL. If you don’t specify a URL, the module shows up on all pages in Setup.
6. Under Assignments, specify which users and public user groups see the module. If you don’t assign the module to at least one user or public group, it doesn’t show up in the app.
    
    ![New learning item window, showing Assignments section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/lol_new_learningitem_assignees.png)
    
    When you assign a learning item to a public group, the assignment also applies to members that you subsequently add to the group. The assignment is removed for members that you remove from the group.
7. To require users to complete the learning item, include a due date.
    
    ![New learning item window, showing Due Date section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/lol_new_learningitem_duedate.png)
8. Save your changes.
    
    - The Selected for You section in the Guidance Center displays up to two learning items with a due date and no location specified for Objects and Records. When completed, the learning items are removed from the panel.
    - The Related to This Page section in the Guidance Center displays up to five learning items with a location specified for Objects and Records. An option to view more items in this section, up to 100, is also available. When completed, the learning items remain.
    - A learning item that’s assigned to an app or a page is visible in the side panel only when users are in the associated app.
    - Users can see all assigned learning items on Learning Home.
9. On the Manage Learning Assignments page, you can expand a row in the Name column to see all the users and groups that the learning item is assigned to.
    
    ![Expand the name of the module to see who is assigned to it](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/learninghome_assignments.png)
    
    Use the row-level actions for a learning item to edit, delete, or add assignees to the item.
    
    - To change the page that a learning item is assigned to, select **Edit** from the actions menu for the learning item.
    - To assign a learning item to another individual or group, select **Add Assignments** from the actions menu for the learning item.
    - To remove all assignments, select **Unassign All** in the row-level actions menu for the learning item.
    - To delete a particular assignment, select **Remove Assignment** from the row-level action menu for an individual or group.

We suggest that you let your users know about Guidance Center and Learning Home so they can watch out for required content. To hide Learning Home, in Setup, turn off **Learning Paths** on the Guidance Center page.

#### See Also

- [Learning Paths Considerations and Limitations](https://help.salesforce.com/s/articleView?id=platform.customhelp_lex_learning_consider.htm&release=264.0.0&type=5 "As you prepare to customize Learning Paths for your users, keep these details in mind.")
- [Learning Paths Best Practices](https://help.salesforce.com/s/articleView?id=platform.customhelp_lex_learning_helpmenu_best_practices.htm&release=264.0.0&type=5 "Learn how to define an in-app help strategy, and get tips for customizing Learning Paths.")
- [Customize the Help Menu in Lightning Experience](https://help.salesforce.com/s/articleView?id=platform.customhelp_lexhelpmenu.htm&release=264.0.0&type=5 "The question mark icon in the global header opens a menu of Salesforce resources. Supplement these links by adding a global section with links to your own content. There’s only one custom Help Menu section per org and it appears at the top of the Help Menu.")
- [Customize Content in the Guidance Center](https://help.salesforce.com/s/articleView?id=platform.admin_guidancecenter_setup.htm&release=264.0.0&type=5 "To add your own learning items in the Guidance Center, assign content with Learning Paths. Or, optionally hide Learning Home or Salesforce suggestions.")
- [Plan Your Enablement Site Solution](https://help.salesforce.com/s/articleView?id=sales.mth_what_is_mytrailhead.htm&type=5&language=en_US)
- [Your Trailblazer Profile](https://help.salesforce.com/s/articleView?id=xcloud.tbid_profile.htm&type=5&language=en_US)
- [Merge Trailblazer Accounts](https://help.salesforce.com/s/articleView?id=xcloud.merge_tbid_accounts.htm&type=5&language=en_US)
- [Personalize the Navigation Bar in Lightning Experience](https://help.salesforce.com/s/articleView?id=xcloud.user_userdisplay_tabs_lex.htm&type=5&language=en_US)
- [Personalized Navigation Considerations](https://help.salesforce.com/s/articleView?id=xcloud.user_userdisplay_tabs_lex_considerations.htm&type=5&language=en_US)
- [Add and Customize Tabs on Lightning Pages Using the Lightning App Builder](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_customize_lex_pages_add_tabs.htm&release=264.0.0&type=5 "With the Lightning App Builder, you can create, update, delete, and change the order of tabs and tab sets on record, app, and Home pages in Lightning Experience. Configure the tabs that your users see, name them whatever you like, and add components to each tab.")
- [What Is a Group?](https://help.salesforce.com/s/articleView?id=platform.user_groups.htm&type=5&language=en_US)
- [Create and Edit Groups](https://help.salesforce.com/s/articleView?id=platform.creating_and_editing_groups.htm&type=5&language=en_US)