![]() They want to know how to run an accurate report so they can give the Sales Manager what she wants. Nobody opens up documentation with the intention of learning what every screen, menu, and button does – they want to know what they need to do to get that campaign done so it can go out tomorrow. Make it task basedĭon’t document screens and menus – document tasks. There are 3 basic principles to to follow when making Salesforce documentation:ĭo these 3 things, and you’ll notice that documentation will be easier to write (which means you’ll write more of it), and readers will think it is way more helpful (which means they’ll reference it more often). If you can recreate training documentation on a typewriter, you’re doing it wrong. And it doesn’t have to be a PDF – you can make a Salesforce documentation training website that has videos and easy to navigate job aids. Documentation can also include:īasically anything that can be recorded and reused to teach a concept or a workflow is considered documentation. It’s not your fault – pretty much everybody writes user guides and SOPs (standard operating procedures) using text in a PDF.īut when I say documentation, I want you to think of more than just words. When you read the word “documentation,” it probably makes you think of written text in a PDF. ![]() What should you include in Salesforce documentation? Great documentation can effectively show your team what to do as they put in the reps (which are necessary for effective training), without requiring you to be involved every time. Give users a resource to reference during the repsĬreate Salesforce documentation that gives your team something to reference other than you every time they execute a process. You need to provide a resource that does this for you. If you want somebody to be able to perfectly execute a process on their own, they are going to need to do that process again and again – repetition is key to effective Salesforce training, which means that a one time training session isn’t going to cut it.īut you also can’t be standing there all day as they do their reps, pointing through screens, saying “click here… click there…” until they memorize what to do – that just isn’t practical. What makes Salesforce training effective? ![]() The same goes for Salesforce training – you eventually want to be able to leave Sarah alone to set up a campaign, update inventory, or run the monthly report so that you don’t have to.Īnd just like other training programs, effective Salesforce training does not happen overnight. If you’re training Steve to cook cheeseburgers, you eventually want to be able to leave Steve alone and have him cook delicious burgers while you do something else. The goal of any good training program is to teach a person how to successfully perform a task so that you don’t have to (you have other fish to fish to fry).įor example, if you’re training Rebecca to build desks, you eventually want to be able to leave Rebecca alone and have her build perfect desks so you can do something else.
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