Drive Targeted Adoption with myTrailhead Content Permissions

Your company may already use myTrailhead as a way to drive Salesforce adoption and end-user productivity with personalized content in the flow of work. If so, your role as a Salesforce Admin is vital for deploying the latest capability that enables your company to further customize who has permissions to specific content.

Until now, the content that your company published was accessible to anyone with a myTrailhead license in your Salesforce org. This may have limited the scope of your initial myTrailhead rollout to a smaller audience or a single use case where all users have equal access to the same content. At Salesforce, we understand needs vary by department and role. Sometimes, your company needs to restrict content to specific teams for privacy or to reduce confusion for others who would have otherwise stumbled upon it.

That’s why, as part of the Winter ’22 Salesforce Release, we launched Content Permissions. With Content Permissions, you can customize who sees what by separating content access to different groups of users. You can segment sales from service content, employee from external community content, and more.

Content permissions help you:

• Personalize the experience to ensure everyone can access content that’s helpful to their unique role, quicker.
• Save time for your users by reducing the noise of sifting through non-relevant content.
• Increase Salesforce adoption and productivity for additional use cases and new groups of users.

Since your company will rely on you to determine how to best segment and permission content, we have three tips to get you started.

1. Map out your content strategy

To segment content, you need to establish content collections, which is a container for a group of content. User permissions are set for each collection, and modules are published to the relevant collection.

Before setup, we suggest you develop a strategy for how to organize content into collections, which can be done in multiple ways, including organizing by business segment, role, region, or relationship to your company.

If you’ve already published myTrailhead content, you have one content collection by default that was created when myTrailhead was originally configured — we previously called this a “namespace.” We recommend modifying the permissions of your existing collection instead of migrating to a new content collection whenever possible. This approach will not only save you time but also reduce the downstream implications and change management steps.

Content Permissions give you more flexibility and choices to customize your experience, so there may be other considerations to factor into your strategy.

2. Launch Content Permissions with the guided assistant

Before you begin, make sure you’ve set up your myTrailhead subdomain, or custom site’s URL.

We make it simple for you to take advantage of Content Permissions with a helpful guided assistant.

Work with an admin who has access to Setup in your Salesforce org, go to myTrailhead, and select the myTrailhead Content Permissions Assistant page.

The guided assistant will walk you through:

1. Giving the right people at your company access to set up content permissions.
2. Creating empty collections of content that you want to create for your different audiences.
3. Setting up permission sets that correspond to your collections.
4. Assigning users to each permission set so that your teams can access the content.

From there, you publish content to a collection when adding a module or trail to a release in Trailmaker.

3. Skill up on Content Permissions

Become an expert on this powerful feature by checking out myTrailhead Configuration module that contains a dedicated unit to content permissions. Then, join the conversion in the myTrailhead Trailblazer Community Group to ask questions and share your experience.

If you have a Premier success plan, you’re eligible to join our next monthly Ask the Expert webinar to get live answers from a myTraihead expert.

We can’t wait to see how you launch relevant content to more audiences with myTrailhead Content Permissions.