myTrailhead: What is it and why do you need it?

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Back at Dreamforce ‘17 myTrailhead was announced to the public, but was not made generally available to the masses until just last week. With its full launch after several successful pilots, including Salesforce’s own internal pilot, myTrailhead is going to become very rapidly the highlight of the year.

First, let’s start with a quick recap on what Trailhead is, just in case you are new to the Salesforce ecosystem. Trailhead is a gamified learning platform that Salesforce has provided for FREE to the broader Salesforce community. On Trailhead you can pretty much learn about any aspect of Salesforce you can think of, and if you can’t find it, just wait it will be there soon; Trailhead is growing at an ever rapid rate.


Alright, so now that we got that definition out of the way, you are probably wondering what is myTrailhead and how is it different from Trailhead. Trailhead and myTrailhead are very similar in that they provide on the onset all of the material that Salesforce provides on Trailhead. They differ in the fact that myTrailhead is a purchasable product that is made unique to your needs and the needs of your company.

What is myTrailhead – The Details

myTrailhead is very similar to a learning management system (LMS) that you can customize to represent your company and your company’s brand. As Salesforce calls it, it is an “interactive learning platform”. The content on myTrailhead can also be customized to reflect the needs of your company. In addition to the material provided by Salesforce, you can create custom modules, trails, and trailmixes that contain content that is specific to your organization, your values, and your design. In summary, myTrailhead is a fully customizable version of Trailhead.

Here are some key features for myTrailhead:

  • Personalized content – build your own content from scratch
  • Branded content – add your logo, add your colors, make it your own
  • Gamification – Badges, Points, and Levels all to your users interested in playing along

What are the benefits of myTrailhead?

Based on all those wonderful features noted above, many great things can be done within your organization using myTrailhead.

First, since myTrailhead is built on Salesforce and is seamlessly integrated into the platform, many of the built-in functionality can be used in combination with myTrailhead. For example, you can create a customized journey’s combining Process Builder with myTrailhead. This would enable you to set your user’s up for success by prompting them at the right time in their onboarding journey with the correct learning path and information. In addition, you can use quick links on the relevant objects to lead your reps to the modules in the case they need some additional guidance.

Speaking of onboarding journey, myTrailhead can help make onboarding a snap! With the customized content portion where you can create content unique to your company, you can build an entire onboarding trail that is easy for your users to get set up on when they join the company. This enables you to automate the onboarding process as well as scale your onboarding program to whatever size your company grows to.

Why do I need myTrailhead?

Of course, I have already mentioned the wonderful benefits surrounding onboarding, but there’s more. The gamification aspect of myTrailhead helps to encourage users to compete against each other and try and gain more points or badges. As a result, it is also encourages learning and the pursuit of continuing education. In turn, with more users feeling empowered to learn on the Salesforce platform, the more adoption of the product you will get. And with better adoption, comes better practice, and cleaner data.

Lastly, as an additional component to all of the above, Salesforce provides you a means to track and monitor progress. All of the badges, points, levels, and even skills that users gain are trackable. Dashboard and reports can be used to understand how myTrailhead is helping to push onboarding forward and can be used to show where room for improvement can be made.

Overall, myTrailhead is a tool that no company big or small should be living without. It is like an LMS system on steroids powered by one of the most powerful systems out there and will help enable those who use to train their users effectively and efficiently.

The cost of the platform is $25/per user/per month provided as an add-on to existing services. It is only available for customers who on Enterprise licenses or higher. If you are interested, there is a contact form on the Salesforce site to get in touch.

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