Wednesday 6 August 2014

When to make use of salesforce training

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

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