Salesforce User Training around a ‘Day in the Life of’ the user

We base the curriculum for our Salesforce User Training sessions for clients, on key scenarios that make up a ‘day in the life of’ a user. We pay attention to the specific outcomes that a user seek from learning to use the software. Our approach for the instruction and exercises goes along the following lines for Salesforce User Training:

  1. First walking through the building blocks of the software (standard objects such as accounts, contacts, opportunities, navigation, user settings)
  2. Discussing scenarios relevant to the users’ jobs (say updating the status of a deal being worked on or mass updating leads from attending a conference)
  3. Deconstructing the scenario down to its parts and explaining how the building blocks are implemented
  4. Putting it all back together and this time into master scenarios. A master scenario for a sales user may be say turning a lead all the way to closing a deal with them and managing their organization as an account.

Such a sequence which may even be repetitive is in line with how we learn new tools and habits. The revisiting of building blocks across multiple scenarios makes it all come together for the user and helps master the software, apply it in their jobs right away.

Ramana Metlapalli
Ramana Metlapalli
Ramana is a Managing Principal at Varasi. Ramana is a lifelong learner and eternally curious about what goes into making some individuals and organizations, high performance ones. He writes about Business Analysis, Salesforce best practices and the world of Consulting.