Planning your training

In the What is change management? section, we learned that training is an essential component of organizational change. Training provides an opportunity to tell Users, and other impacted stakeholders, the benefits of what is being delivered, as well as provide the knowledge and the skills Users need for the tasks they will be required to carry out in Sales Cloud.

If your organization has a learning and development team, then you will want to engage with them to understand if there is any institutional knowledge, processes, or tools that you can adopt that will accelerate your training development and smooth User transition.

We will start by exploring the different types of training so that you understand the options that are available as you put together a training plan.

Types of training

In this section, we will go through each of the types of training that are commonly used in Salesforce implementations. We have used the terms that are most often...