MyTrailhead: Share customized knowledge!

What is myTrailhead?

As you may have figured, myTrailhead resembles a lot Trailhead, the free and gamified learning platform by Salesforce. On Trailhead, you may find all kinds of knowledge you may possible think of, in a very fun and game-like kind of way. myTrailhead flows the same way!

It allows you to provide information in a dynamic and interactive way, based on quizzes, modules, trails, trailmixes, badges, and all the other features you are used to in Trailhead… Here comes the icing on the cake, it is totally customizable to the needs, values, and design of your company! What does this mean? It means you may share only the content you wish, only the information you find relevant to your business, in the most playful way. Your trailblazers may learn and be put to test based on your company’s tailor-made learning process, answering quizzes created by your enterprise, and earning your personalized badges! Exciting, right?

Why do you need myTrailhead?

You may see usefulness in myTrailhead for tons of reasons! Here are some of them:

• It makes onboarding easier for your employees. Thanks to its customized content deliveries, you can create content of utmost value for your specific company. You can even build an entire onboarding trail, made up of the most useful information for your users to get started when they join your company. All in all, not only will you automate the onboarding process with a self-service mobile-friendly platform, but you can also scale it as the company grows.
• It boosts the adoption of Salesforce. The gamification aspect of the platform, alongside its multiple assignments, ranks, and leaderboards encourages users to compete against each other and to continuously pursue learning and education. The more they play, the better knowledge on Salesforce they have, while also having tons of fun! Do you know what this means to your company? Increased adoption, best practices, and cleaner data.
• myTrailhead also provides you the means to track and monitor progress, as all of the badges, points, levels, and even skills that users gain are traceable. So, just use dashboards and reports to understand how myTrailhead is fueling your onboarding process! This will help you to better understand what still needs improvement and can help you better addressing the needs and struggles of your users!
• It is a great way to strengthen the culture and branding of your company, as well. Since you can personalize the content displayed, why not make it in accordance with your company’s values and beliefs? Ensure that your users share your enterprise’s unique culture with tailor-made content.
  

“myTrailhead enables us to scale learning in a way that works well for our Salesforce consultants on the go,” said Danielle Brady, Managing Director of Global Operations in Accenture’s Cloud First Applications group. “They love that learning is broken down into small increments and the sense of accomplishment they get from earning points and badges along the way.”

Salesforce, Press and News, 2019

When will myTrailhead be available?

Despite what you may think, myTrailhead is not all that brand new! Salesforce has been talking about it for a few years now. It was announced to the public at Dreamforce’17, and before being lauched, it was tested on 13 pilot customers (including Salesforce itself) until just March of this year, when it was first made available to the masses. So, now you have no excuse not to start using it – go ahead and get started!

How to configure myTrailhead?

My Domain set up:

• Before signing up for myTrailhead, you should set up My Domain. Then, use My Domain to create a uniquely named myTrailhead subdomain. My Domain will make your org safe, so feel free to upload logos and images to highlight your brand in the org.

Check on permissions:

• All myTrailhead users have permission to read content and earn badges. But that’s not all. Other permissions allow users to do more. Give it a look:
  

  PERMISSION SET	WHAT USERS CAN DO	ROLES
  Content Access	Log in to myTrailhead, and earn badges in private namespaces	Trailblazer Writer Editor Release Manager Subject Matter Expert Manager Localization Manager
  Content Creation	Create and edit content in Trailmaker Content	Writer Editor
  Release Management	Create and manage releases and publish content	Admin Release Manager
  Preview Mode	Preview content on myTrailhead	Writer Editor Subject Matter Expert
  Custom Steps	Create custom steps in a trailmix	Manager Learning and Enablement Professional
  Branding Management	Customize the logo, banner image, and brand color on myTrailhead	Admin

Create your myTrailhead profile:

• Creating a myTrailhead profile is rather simple, especially if you already have a Trailblazer profile created with your Salesforce’s credentials! If that is the case you already have a myTrailhead profile! If not, just ask your admin to assign you the myTrailhead Content Access permission and create a profile!

Customize your myTrailhead:

• Here comes one of the most fun parts of building your myTrailhead – customize its design according to your own branding! You can fully customize its logo, the homepage banner, and the brand color. Use your imagination and have fun with your branding!

Assure your trail tracker is running:

• Because it is important that you keep track of your users’ learning paths, we advise you to install the trail tracker app. Although it is not part of myTrailhead, you can still use it with myTrailhead to report on employees’ progress and completion rates using the built-in reports and dashboards.

Assure your VCS is setup:

• A version control system, the so-called VCS, should be absolutely mandatory for your myTrailhead content. So, if you already have one, start using it to store your myTrailhead content. If you don´t have one yet, set one up. You’ll find it most useful to store and retrieve the latest version of the content you have been producing. All in all, to maintain your content and make it available, you can store files in commercially available VCS, attach files to Chatter posts, or even store them on your company’s server.

Use SSO:

• Our last piece of advice is for you to use single sign-on with myTrailhead, to make it easier for users to log in to Salesforce org and myTrailhead. You should create links to log users in myTrailhead, if you use SSO for Salesforce authentication.

We hope this article has helped you better understanding what myTrailhead is and how it can boost your company’s onboarding process, along with strengthening your brand culture and values 🙂
Just drop any doubt, comment, or topic you would like to see developed. We are glad to address it!