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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
Concepts
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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

Executing Training

Enabling your stakeholders with the skills and knowledge they need to get the most from Sales Cloud is an essential component for success. A high level of adoption is always the goal.

In Chapter 2, Defining the Approach, we learned about the pillars of organizational change management and how training is a component of that. We learned about the types of testing that are commonly used in Salesforce projects, along with the importance of developing a Training Plan and the different types of training that you might choose to include in it.

This chapter gives you the information you need to create a Training Plan for your implementation and the practical considerations for creating and delivering the training. We start by exploring some of the practical considerations when planning and executing your training.

We’re going to cover the following main topics in this chapter:

  • Training in practice
  • Developing your Training Plan
  • Creating training...
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