myTrailhead (Sales Enablement) Content: Creation, Customization, and Publishing

1. Best Practices for myTrailhead (Sales Enablement) Content Creation (Starting from Scratch)

To optimize your content creation workflow and avoid losing work within Trailmaker Content (which saves changes to the cloud every few seconds, but lacks version history for trails/modules, though an undo function is available for units):

• Draft and Finalize Content: Use your preferred word-processing tool, ideally one with online collaboration capabilities such as Quip, Google Docs, or Office 365, to write and finalize your content.

• Copy and Paste: Once finalized, copy and paste the content into Trailmaker Content to format and optimize it for myTrailhead (Sales Enablement).

• Version Control: Download the content from Trailmaker Content and store it in a version control system. This practice simplifies future updates and maintenance.

2. Using and Customizing myTrailhead (Sales Enablement) Content Templates

myTrailhead (Sales Enablement) content templates are pre-built modules that can be customized to fit the unique needs of your organization, saving time and speeding up the publishing process.

• Download Content Kit:

  • Visit the Content Templates landing page.

  • Fill out the registration form fields and agree to the Terms and Conditions.

  • Perform a search at the top of the page or browse through the different tabs to find a template that is relevant for your organization.

  • To locate the graphics library with sample graphics, search for "graphics library"

  • To locate the badge art library with sample badge icons, search for "badge art library"

  • Select the content template(s) and then select the Download button at the bottom of the page.

  • Save the zip file(s), also called backpack(s), to your computer.

• Import Content:

  • Log into your myTrailhead (Sales Enablement) site.

  • Upload the content to Trailmaker following these instructions, importing the zip file directly from your computer.

• Customize Content:

  • In the Trailmaker Content workspace, click the module title.

  • Update the module API Name so that it is globally unique.

  • Optionally update the attributes of the module, including: badge URL, title, description, and filters.

  • Select each unit and update the API Name so that it is globally unique.

  • Browse the unit title and content for the bolded text that says [INSERT COMPANY NAME] and delete the placeholder and replace it with your organization’s name (Note: Not all content templates have placeholders).

  • Optionally update Unit information, including: Title, text, images, screenshots, links, and resources to align with your business needs.

3. Preview and Publish Content

Once your content (either newly created or customized from a template) is ready:

• Create a Release: Create a release with Trailmaker Release and add your content to a release.

• Preview Content: Preview content on myTrailhead (Sales Enablement) and check your release’s health.

• Publish: Publish content with Trailmaker Release.

• Store Finalized Content: Download and store finalized content.