Working out phase of any
salesforce training
implementation is the better opportunity to drive person adoption. To increases
you're chances of success follow these training best practices:
1. Role Based Education
- training shouldn't be the same for all roles; it ought to be tailored to each
role, and begin with the managers; focus on showing them the worth of the tool
and getting the info they'll want from it; they don't have to know how to convert
a Cause an Opportunity up to they need to know which reports will probably be
most useful to them and how to run them
2. Scenario Based
Education - end users don't have to know *what* all the screens and features do
around they need to know *when* to make use of salesforce training; as opposed
to describing each screen, take a real life example and wander through it
collectively; it ends up almost being business process training greater than it
is software training
3. Train as Teams - it
is vital to have the particular manager in training with the end users (after
ensuring the managers start to see the value of salesforce training, regarding
course); with their manager present, the conclusion users know there is
certainly management buy inside and expectation, plus they are less likely to
express or think "this is really a waste of my own time; I'm not doing
this"
4. Train on Reside
System - it's tempting to train on a dummy org with fake Leads and Contacts
along with other data, but then you need to rely on users to consider what
they've realized and translate it to the real world; instead, have them do
*real* use *real* data (e. grams., bring their stacks associated with business
cards to class and enter some real Prospects during training); this way, they
have currently started using salesforce online
training if they finish a day of class; it's much easier to *continue*
using a new tool as compared to *start* using it!.
5. Hands on Training -
this one may be obvious but has to be stated: most people do not learn by
listening to an instructor or perhaps watching videos as well as e-learning;
they learn by doing; each student should have her own workstation or device and
really should practice every process taught in course
6. Reinforce Training as
time passes - research implies that two weeks after training, people typically
retain 2-4% of what they learned... unless they've been actually using exactly
what they learned; one-and-done instruction strategy doesn't cut it, because
even your quickest adopting end users probably will not necessarily use evening
taught in training throughout the first week after training; you must evaluate
and refresh after having a week and again after having a second week
