Salesforce user onboarding is made a lot easier with some of the numerous business applications and complimentary options found on the Salesforce App Exchange. Among the apps offered are Salesforce automation, employee incentives and gamification tools, many of which make onboarding and training much more engaging and long-lasting.
Table of Contents
How to get onboarded with Salesforce?
For a novice, there is a plethora of content available online to get onboard Salesforce. But when it comes to the matter of a streamlined onboarding process, it is better to stick with tried and tested techniques. 1. Learn Salesforce via Trailhead
What is the buddy system in Salesforce?
The buddy system is a way through which you can welcome people to your organization and create a unique experience for them to start with. Practiced in Salesforce itself, the new hires are assigned an onboarding buddy, who is the go-to person for the first few months.
What is the best platform to learn Salesforce Lightning?
Since its official release in 2014, the Salesforce training platform, Trailhead has become the most recommended platform for newbies to learn both Salesforce Classic and Salesforce Lightning. Trailhead follows a gamified model of training which consists of almost everything on Salesforce organized as modules and units.
Who is Salesforce Evangelist at Salesforce Ben?
Christine Marshall Christine is the Salesforce Evangelist at Salesforce Ben. She is a 6 x certified Salesforce MVP, a regular speaker at Salesforce events, and leads the Bristol Salesforce Admin group.
What is board filter?
Board filters allow you to slice and dice your data to create views (similar to list views) and can be shared with other users.
Can TaskRay be used in Salesforce?
Since your sales process is already in Salesforce, it makes sense to use a native tool like TaskRay that can build on your existing process, kicking off your customer onboarding when an opportunity is marked as closed won. When a user closes an opportunity as won, using automation you can create a project with a template.
Is TaskRay native to Salesforce?
Since TaskRay is 100% Salesforce native, you can access all it’s features from within Salesforce – no need to navigate multiple tools. In addition to the multiple out-of-the-box TaskRay objects, TaskRay components can also be added to your users’ Home page so that they know exactly what tasks they have to do.
What is personalized onboarding?
Personalized onboarding shows your employees that you want to help them get up to speed easily, not force generic training on them. Plus, you can cut back on unnecessary training. If employees have previous Salesforce experience, they can simply merge their accounts to avoid repeating training modules. 9.
What is the best platform to learn Salesforce?
Learn Salesforce via Trailhead. Since it’s official release in 2014, the Salesforce training platform, Trailhead has become the most recommended platform for newbies to learn both Salesforce Classic and Salesforce Lightning.
What is an onboarding buddy?
The onboarding buddy is responsible for onboarding the new hire onto the CRM platform as well as getting him/her comfortable in the workplace. Salesforce onboarding can be stressful, particularly for new employees who don’t know their coworkers very well.
What is chatter in Salesforce?
Salesforce’s collaboration app, Chatter, has grown up to be an effective software that makes it easier for the users to engage with each other. Newly onboarded users leverage this platform to ask for advice and help from different people within the organization. This helps them to learn and get used to Salesforce from diverse sources than a single mentor.#N#Chatter works like a social network right within Salesforce. Chatter is easy to get started with because the setup is similar to popular sites such as Facebook. Plus, it’s a great way to keep employees connected, regardless of their physical location. You’re able to keep the discussion in the open, which increases transparency in communication. It keeps everyone on the same page and facilitates collaborative problem-solving. And when questions and issues are visible to everyone, more people can offer their insights and potential solutions.#N#What makes Chatter stand out is that it allows users to take action within the feed. Instead of simply discussing an issue, users can create a support case, update orders, or open up Salesforce accounts directly in Chatter.
What is Salesforce Trailmix?
Trailmixes: Trailmixes are essentially custom learning “playlists” that include your preferred modules, projects, super badges, and trails.
What is a buddy system in Salesforce?
The buddy system is a way through which you can welcome people to your organization and create a unique experience for them to start with. Practiced in Salesforce itself, the new hires are assigned an onboarding buddy, who is the go-to person for the first few months. The onboarding buddy is responsible for onboarding the new hire onto the CRM platform as well as getting him/her comfortable in the workplace.
Is Salesforce onboarding one time?
Onboarding a new employee onto Salesforce is not a one-time process. It is always, a work in progress. No matter how skilled, knowledgeable or experienced your new employee is, he/she will definitely take their own time to get comfortable with the platform. But, if you have a well thought out user onboarding strategy along with a few out …
Know the factors affecting employee performance
Salesforce is a great example of a technology implementation that can boost your enterprise’s performance. Nonetheless, Salesforce onboarding can be problematic.
1. Develop a strategy for onboarding
Before jumping into training your workforce on how to use their new CRM, it’s crucial to develop a Salesforce onboarding strategy. This step will include everything from a roadmap and milestones to problems you might face along the way.
2. Utilize the Salesforce onboarding team
Salesforce has its own “boot camp” for employees who encounter the software for the first time and also for those who have never had any experience with CRMs.
3. Acculturation as a part of Salesforce onboarding
When Salesforce — or any other digital tool — becomes a part of your employees’ digital workplace, it also shapes your corporate culture. It becomes ‘the way we do things’.
4. Install a Digital Adoption Platform
Since you’ve invested so much into the Salesforce platform and/or your new hire, you’ll want to see the return on your investment (s) as soon as possible.
Sharing is Caring
A wonderful team of Digital Adoption, Digital Transformation & Change Management Experts.
Gokul Suresh Follow
Onboarding a new employee onto Salesforce is not a one-time process. It is always, work in progress. No matter how skilled, knowledgeable or experienced your new employee is, he/she will definitely take their own time to get comfortable with the platform.
1. Learn Salesforce via Trailhead
Since it’s official release in 2014, the Salesforce training platform, Trailhead has become the most recommended platform for newbies to learn both Salesforce Classic and Salesforce Lightning. Trailhead follows a gamified model of training which consists of almost everything on Salesforce organized as modules and units.
2. Salesforce Chatter app
Salesforce’s collaboration app, Chatter, has grown up to be an effective software that makes it easier for the users to engage with each other. Newly onboarded users leverage this platform to ask for advices and help from different people within the organization.
3. Live training with Whatfix flows
Much like Salesforce Trailhead’s walkthroughs, few third party websites like Whatfix has been creating extensive flows (guides/walkthroughs) on Salesforce. What makes it different from Trailhead is that it allows the creation of flows and also has several features like converting the walkthroughs into multiple formats for further learning.
4. Personal training by Salesforce experts
Knowledge transfer from your organization’s resident Salesforce Expert is definitely the best option to train new hires efficiently. But, the knowledge transfer process may not finish in a training session of a few hours.
5. Traditional documentations and videos
Traditionally, the most sought out method is sharing multimedia content with your new hires, enabling them to train themselves. This content could be anything from a collection of chapter wise videos, to lengthy documentation.
6. Encouraging colleagues to train – Credit system
This is an interesting concept followed in some companies where a credit and reward system is created for existing employees to train the new employees. The experienced employees help their colleagues with their queries and in turn, earn credits for each time they assist.
Save Time Recruiting and Onboarding Partners
Recruiting and onboarding partners is the first step to building a good partner relationship.
Train and Certify Partners with LMS Apps
Learning management solution (LMS) apps are available to be drag and dropped as a component into Sales Cloud PRM. You can find these on the AppExchange. Salesforce has a strategic relationship with partners, like Appinium and NetExam, who have created apps that make training a breeze.
Manage Partners on One Platform
As partners pass specific checkpoints on their learning journey, they can be encouraged with better access and more rewards. Walk partners through different levels, such as Bronze, Silver, Gold, and Platinum.
How does a sales rep work?
Build relationships: Every sales rep works to build relationships with customers and prospects , but it’s important to get to know the players among all levels in the organization and across all lines of business. Many reps only focus on those they identify as decision makers and gatekeepers.
What is the first thing you want to do when a new employee joins a company?
Anytime a new person joins a company, the first thing you want to do is make them productive as quickly as possible. But when it comes to sales, there are so many things new reps need to learn and know. Finding the right way to structure the learning process is incredibly important if you want to scale your enablement, onboarding, …
Interface and Navigation
Key Features
- Lightning Components
TaskRay provides more than 13 out-of-the-box Lightning Components. These components can be non-contextual, such as home page components, or contextual components that are related to an object. These Lightning components can also be used in Communities. Some key components i… - Project Architecture and Hierarchy
Creating projects in TaskRay is simple; you can create a project from scratch, or from a template. Let’s take a look at some of the key concepts of the TaskRay project architecture. Project – You begin by creating a project! Project Hierarchy– Projects can be nested in up to 5 levels of hierarc…
Use Cases
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TaskRay is highly customizable, so it can be used for any scenario that you can think of. However, TaskRay does have two typical use cases that we’ll explore.
Impact
- Improve Visibility
As a Salesforce native application, TaskRay will enable you to track your entire business process from start to end. According to SmarterHQ, TaskRay “improves understanding of the big picture. Because TaskRay is a native Salesforce application, the time and cost of each client project in T… - Increase Productivity
Multiple TaskRay customers report saving a large number of employee hours when using automation features. The addition of TaskRay has saved Force Marketing approximately 25 hours per user per month, while SmarterHQreports that their project managers are saving 10 – 20 hour…
Setup and Support
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Setting up TaskRay is super simple. All you need to do is install 3 packages from the AppExchange including: 1. Main TaskRay package 2. TaskRay Lightning Components 3. TaskRay Dashboards Once installed, you’re ready to get started. TaskRay stands out for their excellent support and resources. You can find the answers to almost any question on their comprehensiv…
Pricing
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TaskRay offers editions and pricing that work for companies of all sizes, within any industry. You can find more details about their pricing here. You can also check it out for yourself and take it for a spin with a free 14 day trial.
Summary
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With their comprehensive project management and customer onboarding features, TaskRay is a step ahead of the competition . They tick all the boxes, being a native application and having fantastic customer support. Take a look at all the positive reviews on the AppExchange, G2 and Capterra!