Assign Permissions, Set Up a Subdomain, and Customize Your Branding
After completing this unit, you’ll be able to:
- Explain how to assign licenses to myTrailhead users.
- Explain how to assign permission sets to myTrailhead users.
- Explain how to set up a myTrailhead subdomain and namespace.
- Describe how to customize myTrailhead with your company’s logo, brand color, and home page banner.
In the module myTrailhead Basics, the Pure Aloe company signed up for myTrailhead. Pure Aloe produces moisturizers and creams made from aloe vera, and the products are so popular that the company is growing by leaps and bounds. Pure Aloe is using myTrailhead to help its employees hone their skills and gain new ones as the company grows.
To get a refresher on the myTrailhead publishing cycle and tools, and the different contributors who create and publish the content, pop back to the myTrailhead Basics module.
When Pure Aloe first signed up for myTrailhead, Joseph, the Pure Aloe admin, set about assigning myTrailhead permissions to users at the company. Then he created Pure Aloe’s myTrailhead subdomain and namespace. And finally, he customized the branding for Pure Aloe’s myTrailhead website. Let’s step back in time and watch him do it.
If you like, you can follow along and try out the steps in a Trailhead Playground. Make sure you're logged in to Trailhead. Click your avatar and select Hands-on Orgs. Click a username to launch the playground. To learn how to create a Trailhead Playground, see the Trailhead Playground Management module.
First, Joseph assigns the myTrailhead permission set license to all myTrailhead users.
- From Setup in Pure Aloe’s Salesforce org, he enters
Usersin the Quick Find box and selects Users. - He clicks his own name, scrolls to the Permission Set License Assignments section, and clicks Edit.
- Under Available Permission Set Licenses, he selects myTrailhead, clicks Add, and clicks Save.
Joseph could follow these steps individually for everyone else at Pure Aloe. Instead, he uses Data Loader to bulk-assign the myTrailhead permission set license to the rest of the company.
After Joseph assigns the myTrailhead permission set license to all myTrailhead users, he moves on to creating and assigning permission sets. The most basic permission set that he creates is myTrailhead Content Access. It contains the myTrailhead Content Access user permission, which every myTrailhead user needs. That’s how Trailblazers can log in to myTrailhead and earn badges.
Then Joseph creates permission sets by mixing and matching the other myTrailhead permissions, depending on what the users need to do. Let’s look at the other available myTrailhead permissions.
- myTrailhead Content Creation—For users who need to create, format, and update modules and trails in Trailmaker Content; for example, Cindy, the Pure Aloe myTrailhead writer
- myTrailhead Release Management—For users who need to create, manage, and publish releases in Trailmaker Release, or who need to upload content to a release from Trailmaker Content; for example, Marisol, the Pure Aloe release manager, and Cindy, the Pure Aloe myTrailhead writer
- myTrailhead Custom Steps—For users who need to create trailmixes with custom steps; for example, Romina, the Pure Aloe learning and enablement professional
- myTrailhead Preview Mode—For users who need to see and test content in preview mode; for example, Marisol, Cindy, and Cindy’s subject matter experts
- myTrailhead Branding Management—For users who need to set up the myTrailhead subdomain and namespace and customize the myTrailhead branding; for example, Joseph, the Pure Aloe admin
To meet Pure Aloe’s needs, Joseph decides to create three more myTrailhead permission sets.
- Trailmaker Users—for people who need to use Trailmaker, the tool for creating and publishing myTrailhead content; for example, Cindy and Marisol
- Trailmix Custom Steps—for people who need to create trailmixes with custom steps; for example, Romina, who creates myTrailhead learning journeys for everyone at the company, such as the security-minded trailmix Stay Secure
- myTrailhead Preview Mode—for people who need enough access to read content in preview mode; for example, Cindy’s subject matter experts
Joseph starts with the Trailmaker Users permission set.
1. From Setup in Pure Aloe’s Salesforce org, he enters Permission Sets in the Quick find box and selects Permission Sets.
2. He clicks New.
3. He enters a label for the permission set: Trailmaker Users.
4. In the Licenses picklist, under Select the type of users who will use this permission set, he selects myTrailhead, and clicks Save.
5. Under System on the Trailmaker Users permission set page, he clicks System Permissions, then Edit.
6. He selects these permissions:
- myTrailhead Content Access
- myTrailhead Content Creation
- myTrailhead Preview Mode
- myTrailhead Release Management
7. He clicks Save.
8. Back on the Trailmaker Users permission set page, he clicks Manage Assignments, then Add Assignments.
9. He selects Marisol and Cindy’s names and clicks Assign, then Done.
After that, Joseph creates the next two permission sets and assigns them to the relevant users.
Note
Another way that Joseph can assign permission set licenses to users is to create the permission sets first. Then, when he clicks Manage Assignments > Add Assignments to assign a permission set to users, the permission set license is assigned to those users at the same time.
As for the permission set to create Pure Aloe’s myTrailhead subdomain and namespace and customize the branding, only one person needs that—Joseph. After he gets all the permission assignments squared away, he sets up the subdomain and namespace. Pure Aloe has My Domain set up in its Salesforce org, so to keep things consistent, Joseph chooses the same name for Pure Aloe’s myTrailhead subdomain name.
Even if you’re not a Salesforce admin, read on to find out how your admin sets up myTrailhead and customizes the branding. However, you can't follow these steps in a Trailhead Playground, because myTrailhead isn't available in Trailhead Playgrounds.
1. Joseph navigates to https://trailhead.salesforce.com/en/subdomain and logs in with his Salesforce username and password.
2. On the New Subdomain page, he enters purealoe for the subdomain name, and Pure Aloe for the namespace label, and clicks Done.
3. He double-checks that the names he entered are the names he wants for Pure Aloe, then clicks Confirm.
The subdomain setup page now displays the subdomain name that Joseph created for Pure Aloe.
Note
Subdomain names must be unique across all instances of myTrailhead. If My Domain isn’t set up in your Salesforce org, use a name as close as possible to your company name. That helps keep the branding clear and consistent for your users. If
Joseph’s chosen subdomain name for Pure Aloe had already been taken, he’d have added detail to make the name unique, such as purealoe-education.
With the subdomain and namespace all set up, Joseph moves on to customizing the Pure Aloe myTrailhead site with the company logo, color, and home page banner. All it takes is a few clicks and some easy uploads.
1. Joseph logs in to myTrailhead, clicks the avatar next to his name, and selects Trailmaker.
2. In the Trailmaker navigation bar, he clicks Settings.
3. On the Branding page, he clicks the Logo field, selects the Pure Aloe logo from his file server, and clicks Open.
4. Under Brand Color, he clicks the color picker, then Custom.
5. He moves the slider until the color field matches Pure Aloe’s green, then clicks Done.
6. He clicks the Home Page Banner field, selects the Pure Aloe banner image from his file server, and clicks Open.
7. He does a quick review of the Branding page to make sure that everything looks right, then clicks Publish.
8. In the confirmation window, he clicks Publish again.
That’s it! Now the Pure Aloe logo appears at the top of every myTrailhead page. The company color appears on page header backgrounds, as a highlight on the navigation tabs, and on trailmix tiles that contain myTrailhead content. And the banner image appears on Pure Aloe’s myTrailhead home page.
If Pure Aloe ever changes its branding in the future, Joseph can easily update myTrailhead to match.
- Knowledge Article: Bulk Assign Permission Set License Assignments
- Salesforce Help: Assign myTrailhead Permissions
- Salesforce Help: Assign a Permission Set to Multiple Users
- Salesforce Help: Customize myTrailhead with Your Branding
- Salesforce Help: How myTrailhead Uses Namespaces