Top Tips for an Effective Salesforce Training Strategy

Reposting an excellent blog from our Head of Training, Mark Lewis on his 'Top Tips for an Effective Salesforce Training Strategy':

I’ve been fortunate enough to be in the world of Salesforce training for over 8 years now across a variety of clients. I have worked on training projects for non profit organisations, through to one of Salesforce’s largest global customers. Whilst the number of users to be trained and the size of the budget available were significantly different, the approach to training was very similar! In my first blog post we focused on the importance of Salesforce training. Now let’s take a look at some key things to consider as part of your Salesforce training and adoption strategy.

What are you trying to achieve?

Before you start any training you need to have a clear understanding of what it is you are trying to achieve with the training sessions. This is important as Salesforce is such a huge platform with lots of great features and functionality. If you don’t tailor your training sessions to the needs of your team you may not get the expected results!

Key Stakeholders should be involved from the outset – it’s important that senior management buy into what we are trying to achieve. An often overlooked stakeholder is the Executive Sponsor. They as an absolute minimum should be able to provide a paragraph for you to include in your training sessions stating why your organisation has invested in Salesforce. The more engagement you can get from them however,?the stronger the messaging will be! Every organisation will have different Stakeholders that need to get involved; managers, department heads and subject matter experts are key to the success!

No more death by Powerpoint

It’s 2023 so just using PowerPoint is no longer an effective Salesforce training strategy. Of course Powerpoint has its place for those who like to read the concepts that are being trained. We all know that there are powerful slides that enable learning and there are slides that are just ‘noise’. Personally, I find the fewer words on the slide the more flexible delivery can be.?Reduce the temptation to read from the slide and tailor your delivery to the audience’s need.

Face to face wherever possible

In person workshops for Salesforce training are important to have hands-on exercises for the learners to participate in. A well constructed session will provide the opportunity for this. As we move into the post-pandemic world it is so?good to be able to return to in person training. The ability to read the room and ask questions to validate learning cannot be understated. Virtual training sessions played an important role during COVID and we know the challenges in keeping learners engaged...

Read the full blog here .

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