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Salesforce Sales Cloud – An Implementation Handbook

You're reading from   Salesforce Sales Cloud – An Implementation Handbook A practical guide from design to deployment for driving success in sales

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781804619643
Length 368 pages
Edition 1st Edition
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Author (1):
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Kerry Townsend Kerry Townsend
Author Profile Icon Kerry Townsend
Kerry Townsend
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Table of Contents (20) Chapters Close

Preface 1. Part 1:Building the Fundamentals
2. Chapter 1: Preparing for Success FREE CHAPTER 3. Chapter 2: Defining the Approach 4. Chapter 3: Design and Build: The Core Sales Process 5. Chapter 4: Design and Build: The Lead Generation Process 6. Chapter 5: Design and Build: Sales User Productivity 7. Part 2: Preparing to Release
8. Chapter 6: Bringing Data into Sales Cloud 9. Chapter 7: Getting Sign-Off 10. Chapter 8: Executing Testing 11. Chapter 9: Executing Training 12. Chapter 10: Deployment Planning 13. Part 3: Beyond the Fundamentals
14. Chapter 11: Territory Management 15. Chapter 12: Modeling Additional Processes with Sales Cloud 16. Chapter 13: Common System Integrations 17. Chapter 14: Extending with the AppExchange 18. Index 19. Other Books You May Enjoy

Developing your Training Plan

In Chapter 2, Preparing for Success, we learned about the role of a Training Plan and what it would typically include. In this session, we are going to explore how to create a plan for your specific user case. Your organization may have a process or template they use for planning training. If so, you should consider adopting those. If not, you can use the planning approach covered here.

As we learned in Chapter 2, although the format of Training Plans may vary, they contain a core set of information that describes what they aim to achieve and how they are going to achieve it. The initial steps to create a plan are as follows:

  1. Define and agree on the objectives.
  2. Gather information to confirm training needs.
  3. Design the training program.
  4. Identify resources.
  5. Create the materials.
  6. Communicate the plan.
  7. Prepare to deliver.
  8. Monitor progress.

To develop your plan, you will need to gather information. The following...

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