7 Salesforce Onboarding Best Practices in 2019 That Work!

7 Proven Salesforce Onboarding Practices That Works!

Onboarding a new employee onto Salesforce is not a one-time process. It is always, work in progress. No matter how skilled, knowledgeable or experienced your new employee is, he/she will definitely take their own time to get comfortable with the platform. But, if you have a well thought out user onboarding strategy along with a few out of the box techniques, then rest assured you can hack your onboarding process to be more effective.

Salesforce Onboarding Tip #1

Source – Salesforce Blog

As a Salesforce Admin, your first priority should be deciding the type of onboarding process for the new employee. This could be anything ranging from manual training to completely automated onboarding process. But before you decide on what works, take a look at these 7 proven practices for Salesforce onboarding!    

7 Proven Salesforce Onboarding Practices

With the number of people working on Salesforce increasing, the available options to simplify and streamline onboarding process are also rising day-by-day. For a novice, there is a plethora of content available online to get onboard Salesforce. But when it comes to the matter of a streamlined onboarding process, it is better to stick with tried and tested techniques.

1. Learn Salesforce via Trailhead

Salesforce Onboarding - Trailhead

Since it’s official release in 2014, the Salesforce training platform, Trailhead has become the most recommended platform for newbies to learn both Salesforce Classic and Salesforce Lightning. Trailhead follows a gamified model of training which consists of almost everything on Salesforce organized as modules and units. For a new employee, it is the perfect place to start with Salesforce basics. Once the new employees understand the basic procedure, they can talk to the resident Salesforce experts to understand the difference between a standard Salesforce organization and the company’s customized Salesforce platform.

Recently with Salesforce’s Summer ‘15, Trailhead got a brand new upgrade in terms of help and training namely walkthroughs. Although this is a great addition to the platform, it has a limitation as it contains only the default guides created by Salesforce.

2. Salesforce Chatter app

Salesforce’s collaboration app, Chatter, has grown up to be an effective software that makes it easier for the users to engage with each other. Newly onboarded users leverage this platform to ask for advices and help from different people within the organization. This helps them to learn and get used to Salesforce from diverse sources than a single mentor.

3. Live training with Whatfix flows

Salesforce Onboarding - Whatfix

Much like Salesforce Trailhead’s walkthroughs, few third-party websites like Whatfix has been creating extensive flows (guides/walkthroughs) on Salesforce. What makes it different from Trailhead is that it allows the creation of flows and also has several features like converting the walkthroughs into multiple formats for further learning.

These flows, which are basically a series of interactive steps that guide the user through a particular task or feature in Salesforce, can be used by the Salesforce experts to create and design the entire onboarding process. Once it is created, it can be recurringly used as an onboarding & training resource.

The most enticing part about it is that it makes the user’s ‘do the task’ while learning it.

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

4. Personal training by Salesforce experts

Knowledge transfer from your organization’s resident Salesforce Expert is definitely the best option to train new hires efficiently. But, the knowledge transfer process may not finish in a training session of a few hours. It is a process where the Salesforce expert must explain the history of the organization, existing sales process, workability on Salesforce, complexities involved, etc.

Even though this seems to be the most productive way, the man hours put into these training sessions when compared could exceed the overhead expenditure for onboarding.

5. Traditional documentation and videos

Salesforce Onboarding - Traditional methods

Traditionally, the most sought out method is sharing multimedia content with your new hires, enabling them to train themselves. This content could be anything from a collection of chapter wise videos, to lengthy documentation. This has been the most followed practice over the years, but considering the time consumption in self-training, many of the companies look for alternatives.

6. Encouraging colleagues to train – Credit system

This is an interesting concept followed in some companies where a credit and reward system is created for existing employees to train the new employees. The experienced employees help their colleagues with their queries and in turn, earn credits for each time they assist. These credits are placed in a league table which qualifies them to win prizes, incentives, etc.

This practice is effective, especially because the competitive nature kicks in amongst the employees and it results in a friendlier working atmosphere as well.

7. Assigning an onboarding buddy

Salesforce Onboarding - Buddy

The buddy system is a way through which you can welcome people to your organization and create a unique experience for them to start with. Practiced in Salesforce itself, the new hires are assigned an onboarding buddy, who is the go-to person for the first few months. The onboarding buddy is responsible for onboarding the new hire onto the CRM platform as well as getting him/her comfortable in the workplace.

Creating A Perfect Onboarding Experience On Salesforce!

Statistics say that, when a new employee onboarding is done correctly, it leads to higher job satisfaction, organizational commitment, decreased turnover, better performance levels, career complementing, and lowered stress.  It offers you a chance to start fostering employee engagement and growth from the very first day. So maintaining the spirit by engaging them with interesting, interactive elements in the onboarding process is vital.

Salesforce Onboarding Tip #2

Source – Lessonly

Taking the time consumed, overhead cost and the productivity into context, it would be best if you opt for an automated onboarding process for Salesforce. Trailhead and the traditional methods do work, but speed and flexibility in onboarding may affect the hiring and turnover in unanticipated ways.

For a perfect onboarding experience for the new hires, you must make sure that you follow a balanced approach, taking the time to consider all the little things that your employee will need to succeed at their job while you keep the expenditure on a leash.

Also Read: 6 Things You Must Know Before Creating A Salesforce Training Program

What other methods do you use to onboard users to Salesforce? Tell us in our comments.

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Gokul Suresh

Gokul Suresh

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

A techie, a marketer and a UX enthusiast, he lovesthinking up creative ideas and experimenting with new tools. He's an expert in inbound marketing and eats CRMs for breakfast, ITSMs for lunch and leftovers from Product Hunt for dinner!

Have anything to say to him? Tweet out to him. He enjoys constructive criticism.
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