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.
Use self-paced learning for preparation and reinforcement
Being in an environment where there is an agenda to be covered within a certain timescale is fine. The benefits of in person training certainly outweigh the drawbacks. There is also a positive impact through the use of self-paced learning, particularly for those who are engaged. Hopefully anyone reading this and already active in the Salesforce community is aware of Salesforce Trailhead where anyone who wants to know more about Salesforce can do so. It isn’t specific to your instance and your learners could learn anything about the platform!
As mentioned in a previous blog training is so important to get right in order to drive adoption and get the maximum ROI from your Salesforce. Self paced learning may be another great reason to use those often underutilised sandboxes! Encourage your users to explore and take time to become more proficient in a space where they can’t break anything!
Always keep learning
These are a few of my top tips for an effective Salesforce training strategy and there are many more. Don’t forget to ensure training is given the right amount of focus to enable your users!
You can find out more about the training services we offer at Cloud Galacticos on our Salesforce training services page where you can contact us to see how we can help your team succeed.
About Cloud Galacticos
Cloud Galacticos is a Salesforce consultancy with a growing all-star team. We are user and developer group leaders, bloggers, MVPs and all round Salesforce nerds. Our company has people all over the UK including Manchester, Leeds, Swindon, Sheffield, and London.
So if you are looking for a Salesforce partner with experience to help you make the most of your org, why not get in contact?
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