Best Practices for Training Salesforce Users

Best Practices for Training Salesforce Users.When it comes to ensuring your organization is getting the most out of Salesforce, the key factor is training. Training your users on the right techniques and processes allows them to become more efficient and maximize the rewards of the system. Here are four best practices to consider in order to optimize your Salesforce user training.

Identify the Existing Skillset: Before creating a training plan, it’s important to understand the existing capabilities of your Salesforce users. Assessing the skills a user currently has allows for more focused and efficient training.

Prioritize Learning Objectives: Not all functions of Salesforce are used by everyone. Identify the key features your organization needs to accomplish their goals and prioritize those at the beginning of a training program.

Customize Training: Give the users plenty of opportunity to ask questions and use hands-on time with Salesforce to build familiarity. Being able to grasp difficult concepts and relevant processes specific to their job duties leads to more efficient completion of tasks.

Follow Up with Consultation: After users have been trained in the core skills, create a follow-up plan that includes continuous consultation and just-in-time learning. This can consist of short FAQs, additional training sessions and one-on-one meetings to make sure individuals are utilizing their knowledge effectively.

By following these best practices, you’ll ensure your users are well equipped to maximize their effectiveness with Salesforce. Improved efficiency and productivity are the rewards of investing in the users of your system.