Add Learning as Users Work

Learning Objectives

After completing this unit, you’ll be able to:

Describe when to use the different types of in-app help.
Create a learning item for Learning Paths.

Bring Learning Inside the Flow of Work

As you’re building out or revisiting your library of training materials, you’re probably starting to think about how you’re going to ensure that users can find the right resources at the right time—and actually use them.

Bringing training and learning resources into the app ensures help is always right at your users’ fingertips. Salesforce offers a bunch of ways to bring custom help and guidance inside the app. Many companies combine multiple solutions for their training program. For example, they assign custom walkthroughs created with In-App Guidance by using Learning Paths, and it appears in the Guidance Center.

Wireframe designs representing bringing learning inside the flow of work including in-app guidance, Help Menu, Learning Paths, and Slack apps.

Feature	Key Benefits	Use Cases
Learning Paths	Manage all your longform in-depth learning resources. Display public Trailhead and enablement site modules or URLs to resources in specific locations to specific users with the Guidance Center. Apply a due date for required learning. Centralize all learning resources on the Learning Home page. Earn badges inside the app.	Provide many resources for your users inside the app. Require users to complete training by a certain date. Assign training for specific pages or users.
In-App Guidance	Provide targeted, micro-learning moments to boost feature adoption. Choose from targeted, floating, and docked prompts or walkthroughs. Design the guidance, select the target audience, and specify where it appears and for how long. Add links to internal wikis, training, or PDFs for a custom call to action. Use built-in engagement tracking.	Nudge, prompt, or remind users of important announcements or features right inside of their workspace.
Trailhead App for Slack	Skill up teams from anywhere. Share trailhead content from within Slack with your colleagues, customers, and partners. View Trailhead and activity in Slack, including saved content. Receive gentle nudges in Slack to complete in-progress badges.	Share Trailhead content with your team directly from Slack, where your team is already engaged and having conversations.
Guidance Center	Provide a space for users to access critical resources anytime, anywhere in the org. Customize with Learning Paths assignments. Users can access by clicking the Trailhead icon in the global header.	Provide key resources to your users that they can access from anywhere.

You can find more information about In-App Guidance, Guidance Center, and the Slack app in the Resources section. Let’s go into more detail about Learning Paths to see how easily it brings learning into the flow of work.

Meet Learning Paths and Guidance Center

The Guidance Center customized with Learning Paths brings the power of learning directly into the app, enabling companies to skill up teams as they work in Salesforce. Companies of any size and industry can provide their employees with just-in-time, personalized learning in the flow of work. With Learning Paths, employees of all experience levels can enhance their skills and increase their productivity.

Remember what you learned in the unit about training plans? Every employee has different learning goals, which is why it is important to be able to personalize their learning experiences. Provide teams with the skills they need to do their best work by adding Trailhead modules or a URL to resources such as a wiki or video. Then assign the content to specific users, teams, or the entire organization on the pages they’ll interact with it the most. Required and contextual learning items appear in the Guidance Center and all assignments appear on Learning Home. For admins looking to save time maintaining training for their users but still keep it organized and current, Learning Paths offer a lightweight but customizable solution.

For users, they see contextual, relevant help in their flow of work, reducing the need for context switching. But, it’s not about just reading content. Trailhead modules you assign via Learning Paths are viewable inside the app in the Guidance Center, which is accessible from the global header. Users learn relevant skills and earn badges right inside of the app when they need it.

Learning Home

Learning Home lets users keep track of their assigned learning and progress from one place. But, Learning Home isn’t only for end users. It’s also the place for admins to manage learning assignments. Let’s start at Learning Home and see how easy it is to create assignments.

Learning Home with suggested learning resources.

Try it Out

Want to Get Hands-on with Learning Paths?

In this module, we show you the steps to create learning items in Learning Paths. We don’t have any hands-on challenges in this module, but if you want to follow along and try out the steps, here’s how to launch your Trailhead Playground. First, make sure you are logged in to Trailhead. Then click your user avatar in the upper-right corner of this page and select Hands-on Orgs from the dropdown. Click Launch next to the org you want to open. Or, if you want to create a new playground, click Create Playground.

The Learning Paths icon is found between the global actions and Help Menu icons in the global header.

Select Assign Learning Content from the Guidance Center

To open the panel, click the icon for Guidance Center in the global header. A learning panel opens.
At the bottom of the panel, click Assign Learning Content. The label is Go to Learning Home for business users.
On Learning Home, go to the Manage Learning Assignments tab, then click New.

For each scenario, fill out the form with these details. Save the new learning items.

Scenario	Form Details
Assign a Trailhead module to all users in the org.	Trailhead Module: Trailhead: Quick Look Location App: All Location Objects and Records: All Assignments: Assign to all users
Assign a Trailhead module to all users for the Sales app with a due date.	Trailhead Module: Sales Cloud Basics Location App: Sales Location Objects and Records: All Assignments: Assign to all users Due Date: Due in 30 days
Assign a URL to all users for the homepage for all apps.	URL: https://play.vidyard.com/LfY-yg0tw_0A2YeLn42lsw.html Title: Let’s Take Lightning Experience for a Spin Description: Take a tour of your new workspace in this short video. Location App: All Location Objects and Records: Home Assignments: Assign to all users

Once you get the hang of it, you’ll see how easy it is to implement your training plan. Here are some tips when selecting your own learning items for users.

Choose shorter resources for learning items to keep the learning bite-size and optimize your user's attention span. The time to complete should be under a half hour.
Only assign two contextual learning items per page to avoid overwhelming the user when opening the panel for help.
Use due dates to give users an idea of when to complete the learning.

If you want to learn more about Learning Paths, check out the Resources section.

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