Filters for Enablement Site Trails and Modules

When content creators add trails and modules in Trailmaker Content, they apply filter values to their content.

Required Editions

Available in: Enterprise, Performance, and Unlimited Editions
User Roles
This topic supports these enablement site roles:
  • Salesforce Admins
  • Content Creators
  • Release Managers

For Trails and Modules

When you create trails and modules, you can apply these filter values:

Category Available Default Filters
Roles Business User
Levels
  • Beginner
  • Intermediate
  • Advanced
Products
  • General
  • Salesforce products, such as Agentforce Sales (formerly Sales Cloud)
Levels picklist in Trailmaker Content, showing the available values
Note
Note If your learning content has nothing to do with Salesforce products, you can delete those filters for the Products category.
Tip
Tip You can also create custom filter values for Roles, Levels, and Products categories. See Add a Custom Filter for Enablement Site Content.

For Units

A unit doesn’t support filters, but instead specifies the number of points that a learner can earn after completing the unit’s assessment.

Tags Compatibility

Trails, modules, and units previously supported the Tags category, which defined the business skills that applied to the content. Effective September 2021, the Tags category isn’t supported for any content type.

  • For new content that you publish after September 2021, Trailmaker applies all the unit’s points to the General tag. This assignment is automatic, happens in the background, and ensures compatibility with other systems. But, you can’t modify this assignment.
  • For existing content that was published before September 2021, any previously available Tags filters applied to that content are retained in the content’s backpack. But, Trailmaker Content no longer shows the applied Tags filters when you edit trails, modules, or units. You can still modify the points associated with an existing unit, but when you save your changes, Trailmaker automatically applies all the new points to the General tag. If you don’t modify a unit’s points, the points remain applied to the previously specified filters.
Points field when editing a unit in Trailmaker Content.
Note
Note In the Trailhead GO mobile app, the Tags category was called Skills.