Podcast
Questions and Answers
What is the primary objective of creating a training plan?
What is the primary objective of creating a training plan?
Why is identifying your audience important in training?
Why is identifying your audience important in training?
What is a training scenario?
What is a training scenario?
What should a training plan matrix include?
What should a training plan matrix include?
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When should training be provided to users?
When should training be provided to users?
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Which aspect is crucial for the success of training in Salesforce?
Which aspect is crucial for the success of training in Salesforce?
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What is a key component of user engagement in the learning journey?
What is a key component of user engagement in the learning journey?
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Why should training not be viewed as a one-time event?
Why should training not be viewed as a one-time event?
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Study Notes
Learning Objectives
- Complete the unit to effectively plan a comprehensive training program.
- Aim to create a scalable, user-friendly training experience that addresses all user needs.
Three Steps to Planning
- Establish a structured training plan to ensure all users receive adequate training.
- Focus on creating a consistent training approach that answers user questions.
Identify Your Audience
- Understanding the audience is crucial for training success.
- Different user types have unique goals and tasks in Salesforce.
- Tailor training content to specific roles to enhance relevance and effectiveness.
- Example user roles: executives, sales managers, and sales representatives, each interacting with Salesforce in distinct ways.
Determine Training Scenarios
- Incorporate relevant scenarios into training to improve learner engagement.
- Scenarios mirror daily processes users encounter when utilizing Salesforce.
- Example: A sales representative must learn to navigate accounts, contacts, activity history, opportunities, and tasks in Sales Cloud to perform effectively.
Define a Training Plan
- Develop a user training matrix outlining who requires training and the specific scenarios they need to master.
- Recommended training approach for brand new users includes both onboarding and continuous support.
- Training is an ongoing process rather than a one-time event.
- Provide assistance throughout the user engagement journey, especially for troubleshooting and common issues related to Salesforce.
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Description
This quiz focuses on the essential steps for planning a comprehensive training program. You will learn how to establish a structured training plan, identify your audience, and create a user-friendly experience that meets their needs. Test your knowledge on effective training strategies.
