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Create a myTrailhead Module and Trail

Learning Objectives

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

  • Describe how to create and format a module.
  • Describe how to create a quiz.
  • Describe how to create a trail.
  • Describe how to add a module to a trail.

Introduction

Pure Aloe creates moisturizers and creams made from aloe vera. The products are popular, and the company is growing quickly to meet the demand. To help its employees hone their skills and learn new ones, Pure Aloe signed up for myTrailhead.

On myTrailhead, Pure Aloe publishes modules—bite-size pieces of content that focus on a specific skill or topic. The modules are often organized into trails—guided learning paths of content about related topics.

Cindy, the myTrailhead writer at Pure Aloe, has finished writing the drafts of two new modules. She, her subject matter experts, and her editor collaborated on the content in a word-processing tool. She has incorporated her editor’s changes, and her subject matter experts have confirmed the accuracy of the content. Now she’s ready to convert the content into myTrailhead modules.

In this module, we assume that you're a myTrailhead writer, release manager, or localization manager with the proper permissions to create myTrailhead modules and trails and upload them to a release. If you aren't, read on to learn how your colleagues create and update content and upload it to a release. However, you can't follow the steps in a Trailhead Playground, because myTrailhead isn't available in Trailhead Playgrounds.

Creating a Module

Cindy’s first task is to create a module in Trailmaker Content. She logs in to myTrailhead, clicks the avatar next to her name, and selects Trailmaker

1. In the navigation bar, she clicks Content.

2. In the Trailmaker Content workspace, she clicks Add Content and selects New Module.

Workspace in Trailmaker Content, highlighting the New Module entry in the picklist for the Add Content button

3. In the New module window, she enters the module title, Pure Aloe Sales Strategies, and a brief description of what it covers.

4. Cindy selects the experience level and role of the module’s target audience.

  • Level: Beginner
  • Role: Business User

5. She clicks Save.

New module window in Trailmaker Content, filled out for Pure Aloe Sales Strategies

Now Cindy is on the Trailmaker Content module page for Pure Aloe Sales Strategies.

6. She clicks in the badge field and enters the URL for the module’s badge art.

Module page in Trailmaker Content, showing badge field

7. She selects the relevant product and tag.

  • Product: Sales Cloud
  • Tag: General

Module page for Pure Aloe Sales Strategies, showing the Products picklist

Because she selected the level and role when she first created the module, those filters already appear on the module page. Now she’s ready to create the first unit.

8. Cindy clicks New Unit.

9. On the new unit page, she enters the title of the first unit, Learn the Pure Aloe Sales Pitch (1). When she clicks outside the Title field, Trailmaker generates the API name (2) based on the unit title. If she wants to, she can edit the API name.

Unit page header for Learn the Pure Aloe Sales Pitch, showing the fields for Title, API Name, and Time; the Products and Tags picklists; and the Points field on a tag

Because she selected the product and tag on the module page before she created the unit, these filters already appear on the unit page, as do the role and the level. If she hadn’t yet selected the product and tag, she’d select them on both the unit page (3) and the module page.

10. In the Time field (4), Cindy enters her estimate for how long it takes to complete the unit: 15 minutes.

11. On the tag (5), she enters a value for how many points Trailblazers can earn by completing the unit: 100.

When a unit has more than one tag, Cindy divides the points among the Points fields for each tag, making sure that the points total 100. If a unit has two tags, she assigns 50 points to each tag. If a unit has three tags, she assigns 34 points to one tag, 33 points to the other two. The points on each tag are reflected in the skills graph that users see on their profile.

12. Cindy goes back to her final draft, copies the content of unit 1, and pastes it on the unit page.

Unit page for Learn the Pure Aloe Sales Pitch, showing the unit content

Formatting the Content

When Cindy pastes her text into Trailmaker Content, some of the styles that she applied in her draft carry over—subheadings, lists, and more. If any formatting is lost, she restores it using the toolbar in Trailmaker Content. For example, Cindy can:

  • Create H2 subheadings, which appear in the list of topics in the side navigation bar on myTrailhead
  • Format text as bold, italic, or underlined
  • Embed links, images, or videos
  • Format lists
  • Create a table

Adding Illustrations and Videos

After Cindy pastes the content from her final draft into Trailmaker Content, she adds the images and videos. She can use the formatting toolbar to do this, too.

To add photos and graphics, Cindy uses the Insert Image button. 

1. She puts her cursor where she wants the image to appear.

2. In the formatting toolbar, she clicks Insert Image button.

3. She clicks in the Drop image (or click) field and navigates to the illustration. If she prefers, she can drag an image file into that field.

Drop image (or click) field for the Insert Image button in the formatting toolbar

To add videos, Cindy follows a slightly different process.

1. She puts her cursor where she wants the video to appear.

2. In the formatting toolbar, she clicks Insert Video button.

3. She enters a secure URL (one that begins with https://) and clicks Insert.

URL field for the Insert Video button in the formatting toolbar

Cindy can resize a graphic or video by grabbing the handles on its corner. 

Most illustrations—screenshots, photos, graphics, videos—go on their own line. Cindy can position a tiny image, such as an icon, within a line of text. She can’t wrap text around an image. 

Making Illustrations Accessible

Visually impaired Pure Aloe employees use a screen reader—a device that reads website content aloud—to access myTrailhead content. To make sure that these Trailblazers know what each illustration shows, Cindy adds alt text—a brief description of an image that the screen reader can read aloud. For example, “Insert Image button” or “Unit page in Trailmaker Content.” 

1. Cindy clicks an image.

2. In the mini toolbar, she clicks Insert alt text button.

3. She enters the alt-text description of the image and clicks Update.

Alt text entered for a graphic

Creating a Multiple-Choice Quiz

Cindy is almost finished building the unit. All that’s left is to create the quiz.

1. On the unit page, Cindy clicks New Assessment.

Unit page header with New Assessment button highlighted

2. To create her first question, she clicks New Question.

3. She copies the first question from her final draft and pastes it in the Question field (1).

4. To add the first answer, she clicks New Answer (2) and pastes in the answer.

Edit Assessment page, showing the Question field and New Answer button

5. She repeats step 4 for each remaining answer, then clicks Select next to the correct answer.

Edit Assessment page, showing quiz question with four answers and highlighting the Select radio button for the correct answer

6. To create the next question, she clicks New Question and repeats these steps.

Cindy has finished building the first unit in the Pure Aloe Sales Strategies module. She creates the remaining two units in this module, then creates the second module, Pure Aloe Competitors. 

Saving Content Between Sessions

While she’s working on content conversion, there’s one thing that Cindy doesn’t do. She doesn’t clear her browser cache. All of her Trailmaker Content work is stored in the browser cache, which makes working with the content fast and easy. If she clears the cache, she deletes all that work—an action that she can’t undo. 

To save her work between sessions, Cindy downloads the content to her hard drive, and when she’s ready to continue, she reuploads it to Trailmaker Content. Ultimately, Cindy wants to add her content to a release—a list of content to be published. Once content is in a release, Cindy and others can preview it before it’s published.

Creating a Trail

Modules can stand on their own on myTrailhead—they don’t have to be part of a trail. But it makes sense to gather closely related modules in a trail, and that’s what Cindy does next with Pure Aloe Sales Strategies and Pure Aloe Competitors. 

1. In the Trailmaker Content workspace, Cindy clicks Add Content and selects New Trail.

Workspace in Trailmaker Content, highlighting the New Trail entry in the picklist for the Add Content button

2. In the New trail window, she enters the trail title, Sell Well at Pure Aloe, and a brief description of what the trail covers.

3. Cindy selects the same experience level and audience role that she chose for the modules.

  • Level: Beginner
  • Role: Business User

4. She clicks Save.

New trail window in Trailmaker Content, filled out for Sell Well at Pure Aloe

Now Cindy is on the Trailmaker Content trail page for Sell Well at Pure Aloe.

5. She clicks in the trail-art field and adds the URL for the trail icon.

Sell Well at Pure Aloe trail page, showing the trail art field

6. She clicks the color picker under Trail Color and selects the color that she wants for the trail.

7. From the Products and Tags picklists, she selects the same product and tags that she chose for the modules.

  • Product: Sales Cloud
  • Tag: General

Sell Well at Pure Aloe trail page, showing the Tags picklist

Now she’s ready to add the modules to the trail.

8. On the trail page, Cindy clicks Add Module, selects Add a module from your workspace, and clicks Next.

Add Module to Trail window, showing Add a module from your workspace selected

9. She selects Pure Aloe Sales Strategies from the list of modules in her workspace, and clicks Done

Add Module to Trail window, showing the list of modules in the workspace

She does the same for the module Pure Aloe Competitors. Now both modules are in the trail, and Cindy is ready to add all of this content to a release.

Sell Well at Pure Aloe trail page, showing the two added modules

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