SalesForce Training

 Key benefit: Salesforce in-app guidance is already integrated and guaranteed to be compatible with the platform. Because prompts are a built-in feature, you don’t need coding knowledge to set them up.

 Salesforce’s in-app guidance only offers a few basic features, especially if you don’t have a myTrailhead subscription. Digital adoption platforms (DAPs) are third-party integrations that offer more guidance features and customization options for your in-app training.

 The Whatfix DAP helps with Salesforce adoption by providing walkthroughs, alerts, and self-help materials to guide team members and help them learn the different features. In addition, Whatfix offers user analytics and the ability to collect feedback in-app, so you can track your team’s progress and offer targeted help if they are struggling.

 Key benefit: The platform offers users a self-help menu that shows team members articles, walkthroughs, and other materials that are relevant to their roles and where they are on the platform. Like Salesforce, Whatfix offers no-code content creation.

 Self-paced, asynchronous training is a practical option for large, distributed, or rapidly growing and dynamic teams. Since they don’t require an instructor, these types of courses are often more affordable and flexible than other training alternatives. Team members can stop and start as needed and work the training around their schedule.

 In addition to formal classes from the Trailhead Academy, Salesforce offers over 800 individual learning modules. These short lessons cover the different features and applications of Salesforce.

 If you want to learn about a topic at an in-depth level, the site has more than 200 Trails, which are lesson plans made up of a set of modules. To take quizzes and track and record your progress, you’ll need to log in via your Salesforce, Google, LinkedIn, or email account.

 Key benefit: For more extensive or structured Salesforce training, Trailhead has curated Trailmixes that group Trails into broad topics like “Lead a Sales Team from Anywhere.”

 If you’re looking for video-based Salesforce training or structured self-paced courses that come with a certificate of completion, consider Udemy. The online academy includes more than 70 Salesforce courses.

 Udemy’s lessons cover different topics and levels of expertise. You can start your Salesforce training from the beginning with Salesforce 101 or dive into specifics like Salesforce reports. Udemy’s beginner courses are particularly highly rated. Salesforce 101 has 4.4 stars with over 3,200 reviews.

 Pricing: The courses range from free to $100. However, Udemy frequently runs flash sales, so you could pay as low as $13 for a $95 lesson.

 Key benefit: The courses vary widely by length. There are “bite-size” courses under an hour, but there are also multi-part lessons that are 28 hours or more. You can pick and choose the best time frame for your team, as well as the most relevant topics for their level of expertise.

 For Salesforce certification training, try Simplilearn. The site has four complete courses covering details for different Salesforce certifications, including one for developers and another for administrators.

 Simplilearn’s courses are longer and more comprehensive than Udemy. They include projects, case studies, and quizzes in addition to more traditional e-learning content. These advanced courses are highly rated, averaging 4.6 stars on Trustpilot and Course Report.

 Pricing: Simplilearn is a little more expensive than some self-paced learning tools. Two of the courses are $599 each. The third is a comprehensive certification course covering Administration and App Building. This one starts at $899 for self-paced training. The final course, a Platform Developer Overview class, is $1,499.

 Key benefit: Your team can receive comprehensive training to help them get their Salesforce certification, including practice tests. Simplilearn also offers a wide range of free articles for supplemental Salesforce training.

 Along with offering formal, comprehensive training, provide team members with supplemental Salesforce educational materials. With these resources, team members can learn more about difficult or complicated features without going through a full course and bookmark articles or documents for quick reference.

 Salesforce offers tip sheets and complete guides that your team can download, enabling them to work on their Salesforce training anytime and anywhere. Information sheets are available for a wide range of topics and use cases, including everything from Salesforce basics to details about using specific features.

 Consider assigning or recommending specific guides or tip sheets to team members based on the parts of Salesforce they are having the most trouble learning.

SalesForce Training

 Key benefit: Since the tip sheets and guides are downloadable, your team can keep them on hand for quick reference and access them without an internet connection.

 Salesforce’s YouTube channel is a great place to learn about new products and features or access relevant interviews and webinars. The company regularly posts information about new features and video guides on how to access and use them. The wide array of short-form videos means your team can quickly find guides for the feature they are currently using.

 Key benefit: Some employees may find the video format more helpful than written documentation. YouTube is ideal for visual learning because team members can see the task being completed on the platform instead of just reading about it.

 Given the widespread adoption of Salesforce, odds are that if you encounter a problem, someone else has had the same issue. With Salesforce’s discussion forums, you can see how others solved problems on the platform and crowdsource a solution if no one else has asked your question yet.

 Though many of the forum threads are developer-focused, you can sort by topic to look for sales-related questions or general concerns about using the platform.

 Pricing: The forum is free to access, but you need to sign in with your Salesforce ID to post or answer questions.

 Key benefit: Your team can get specific, direct answers to their problems instead of sorting through general self-help materials or product documentation.

 Key benefit: Your team can get specific, direct answers to their problems instead of sorting through general self-help materials or product documentation.

 Consider offering your team multiple types of Salesforce training, including videos, structured courses, and text-based supplemental reading. That way, you can appeal to different learning styles, and every person will be able to figure out what method works best for them.

 Learning to use new technology, especially a platform as nuanced and multi-faceted as Salesforce, can be frustrating. Make the process more fun with gamification. Several of the training resources discussed above have gamification elements built-in. Salesforce Trails, for example, has levels and badges team members can earn.

 You can also motivate your team and create an air of friendly competition by displaying individual progress and achievements on a leaderboard dashboard.

 Salesforce has been the most popular CRM for the last eight years, and it’s currently running in 150,000+ organizations. It’s a massive sales platform with dozens of products and third-party integrations.

 As a large, enterprise CRM platform, it also offers endless customization and functionality than other options. As with complex solutions, the platform is also complex – meaning difficult application onboarding and training, as well as the need for continuous end-user support.

 Organizations implementing Salesforce should prioritize an individualized training approach by providing a plethora of learning options and resources, tailored to various users and departments, to ensure employees have support for their unique needs.

 A robust Salesforce training program will help set your team up for success, drive CRM adoption across your reps, and empower your entire sales organization to get the most out of your new Salesforce CRM investment.

 Because each organization will have a unique CRM that will likely be a combination of Salesforce products, third-party integrations, and possibly custom-built features, the skills your employees will need to learn will be unique to your organization.

 The level of customization available when using Salesforce makes it impossible to simply set your employees up with standard training and call it good. You’ll need to build a detailed plan that identifies all the information and skills employees will need to use the particular CRM you’ve designed for your organization.