6 Things You Must Know Before Creating A Salesforce Training Program

0 Comments. Employee Training, Salesforce Training
5 Things Every Project Manager Must Know Before Creating A Salesforce Training Program

“Training is not one size fits all.”

As a Project manager, this is a thought that you must constantly ponder over before setting up your Salesforce Training Program.

The effectiveness of your training program entirely depends on how well your training methods are tailored to fit each employee. Methods used for training could vary from a Salesperson to a Developer to an Admin and to an Architect. By maintaining the relevancy of these training methods in check, you will certainly be able to show a better turnover, in the long run.

But, If you end up skirting this crucial aspect, then in all likelihood, it will affect your company’s bottom line, negatively.

So evidently, you must learn how to reinvent your company’s training wheel, effectively. In this post, we’ve compiled few definite tips, that will help you make the best out of your available resources, and drive your employees to achieve spectacular results.

Where should you start? The first best option is to decide on what training, for which employee.

1. Make the training relevant to each employee

Salesforce Training Program - Relevant Employee Training

Source – MindFlash

Generally, companies provide hands-on Salesforce training to their employees. But, a major drawback to this approach is that they train employees on all aspects of the Salesforce, irrespective of what may be useful to them.

The ideal way to do this would be to create dedicated training resources for specific job roles. So, no matter whether your employee is a Salesforce User, Admin, Developer or an Architect, with a tailor-made Salesforce Training Program, they will get up-to-speed in no time.

Make sure that you are prepared with the specific training materials made ready for them before you dive in deep with the program. You can be assured that your training is working well, if your employees readily recognize each lesson as an important part of their job, that they were recruited for.

2. Build a kickass Onboarding Process

Salesforce Onboarding Program - Employee Onboarding

Training on Salesforce is an ongoing process. But it could get cumbersome at times. Many Salesforce users end up tripping over the same hurdle again and again and re-learning the same lessons, even after the training program. This is why a good user onboarding process, i.e. the initial training given to an employee as soon as he/she joins, is crucial. When executed right, this would significantly improve the adoption rates of your employees.

Read Also: 30 User Onboarding Tools To Make Your Product Experience Exceptional

For this, there are a lot of methods for you to choose from and it could be anything ranging from manual training to a completely automated onboarding process.

In one of our recent posts on Salesforce Onboarding, we have written in-depth about the best practices followed. The following are the topics it covers:

  1. Learning Salesforce via Trailhead
  2. Utilizing Salesforce chatter app
  3. Live training with Whatfix flows
  4. Personal training by Salesforce experts
  5. Documentation and Videos
  6. Encouraging colleagues to train each other via the credit system
  7. Assigning an onboarding buddy

Once you have decided and executed your Salesforce Onboarding properly, rest assured your employees will understand the basics of Salesforce, well enough to do their job efficiently.

Moving on, another idea that you can incorporate into your Salesforce training program is that of an immersive learning scenario.

3. Give your employees a real-time immersive learning scenario

Salesforce Training Program - Real-time Experience

Source – CartoonStock

An immersive learning environment on Salesforce will allow your employees learn by being ‘totally immersed’ in the platform, in real-time. It will help your employees hone their technical, creative, and problem-solving skills while making them more proactive to different situations.

This, in turn, will usher them to adopt Salesforce quickly, understand its different functionalities, and be proficient in its usage. With a real-time immersive learning that has a broader context of how to use Salesforce, you will be able to prepare your employees to be avid users.

Immersive learning environments include virtual programs, gamified approach to learning, guided walkthroughs, and multi-user virtual environments.

Read Also: The Next Big Thing For Web-apps, Interactive Walkthroughs!

4. Adopt external training resources

Salesforce Training Program - External resources

Source: Recruiting Daily

There are a lot of companies who create valuable Salesforce Training resources, specifically to cater the needs of their clients. Although Salesforce itself has made available a plethora of content to learn from, these third party tools concentrate on solving one issue at a time.

For example, Whatfix is an intuitive SaaS-based tool that enables companies using Salesforce, create walkthroughs to:

  1. Onboard new employees with ease
  2. Train employees on real-time immersive environments
  3. Simplify documentation 
  4. Reduce support queries

With these walkthroughs, you will be able to reinvent your entire Salesforce Training Program easily and effectively. Whatfix offer’s a free trial so that you can understand the effectiveness of the tool on Salesforce.

Also read: How I Mastered Salesforce In A Week Using Whatfix Flows

That brings us to the next point, how can you train your employees to leverage the customizable design of Salesforce.

5. Teach your employees about Salesforce’s greatest strength – Customizability

Salesforce Training - Customizabitlity

Source: Dilbert

If you ask any long-time user about their experience with Salesforce, then you will surely hear a lot about its customizability. Salesforce with its end-to-end customizability of fields, objects, workflows, integrations, dashboards, etc. has been flaunting this capability, since always.

So, when it comes to training your employees on Salesforce’s customizability, instead of showing them how to customize Salesforce, train them on how they can personalize each aspect of their Salesforce to achieve the best possible results with the software.

For instance,

  • Train your sales team to sell better by showing them how to customize their sales cycle and get relevant insights about the market
  • Teach your customers to auto-log when they use your product, which will help you in the long run to reduce churn
  • Make sure that your Admins understand the customizable aspects to create a seamless experience for your employees using Salesforce
  • Help your marketing and support team gather data from prospect to account management for their campaigns
  • Create an environment for your Developers to learn how to extend Salesforce using Apex and Visualforce

Do remember to share few important thoughts during the training program. 1) It is always best to take a holistic approach to customizations. 2) Utilize the out of the box features whenever required to make the route to business success, simpler. 3) Over-customization of Salesforce may put the platform in disarray.

Also Read: Salesforce 101 – Customizing your Salesforce leads productively

That brings us to the final point, why you should make revising and measuring the efficiency of your Salesforce Training Program a priority?

6. The key to an efficient Salesforce Training Program – Revise, Measure, Repeat!

Salesforce Training Program - Revise, Iterate and Measure

No training programs are perfect. And that is why you should keep revising it from time-to-time. This will help you discover newer technologies that can simplify the training process even further, incorporate effective proven methods, and understand what is working for you and what isn’t.

And for understanding what’s working, make sure that you measure your progress actively. Here are a few vital tips that you should keep in mind when you measure the progress:

  1. Interact with your employees and understand their pain points
  2. Assess the significant changes in your employee’s learning curve
  3. Learn the behavior of your employee towards the training
  4. Take your time and solve one issue at a time &
  5. Remember that the effectiveness of your Salesforce Training Program reflects on your positive approach towards it.

Summing up…

Before you reinvent your Salesforce Training wheel yet again, make sure that you:

  • Make your training program relevant to each of your employees
  • Built an onboarding process that works!
  • Give your employees real-time experience with an immersive learning environment
  • Discover and adopt third party tools that can simplify and augment your training
  • Train your employees to leverage Salesforce’s customizability &
  • Revise your training program, measure its success, and keep iterating it from time to time

Do you have more points to add to this? Tell us in our comments.

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Gokul Suresh

Gokul Suresh

Gokul leads the Content, Inbound and Social Media efforts at Whatfix.

A Techie by education and a Marketer by choice, he loves consuming new ideas and experimenting with new tools. He's an expert in B2B content, who nowadays eats CRMs for breakfast, ITSMs for lunch and leftovers from Product Hunt for dinner!
If you like/dislike his articles, then feel free to tweet out to him. He enjoys constructive criticism.
Gokul Suresh

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