How to Ensure Salesforce Users Apply What They Learned During Training

A frustrating aspect that faces professionals in charge of training new Salesforce users is that even when the training process seems like a success, by the time it’s over, employees fail to apply what they learned in their everyday Salesforce processes. Of course, when this happens, individual and team productivity and momentum is slowed, and companies don’t fully get the return on their investments in both Salesforce and new hires.

Let’s examine some ways to remedy this problem. Everyone can agree that it is important to train Salesforce users effectively, whatever that might mean. And we can all see that after training, it is vital that your employees to put what they have learned into practice. Yet how can we best connect the dots?

Below are some of the ways that you can used to ensure that you get maximum returns on the best Salesforce training.

  1. Make the Training Relevant to Common Tasks

While utilizing humor and engaging stories given by trainers can make training more interesting, it’s unclear if that will leave a lasting impact on performance. It is vital that you make sure that training relevant to what the employees do on a day to day basis in their respective positions. The training does not have to be abstract, or give a full background and history of Salesforce and all of its capabilities. Provide a personalized training that will cater directly to the needs of each employee, or at least small team, which will help directly tie training to performance.

  1. Use Practical Scenarios

Introducing practical scenarios into training will help employees understand better. This will help them to overcome the obstacles that they will face at work. You can also put them into groups so that they can build strong relationships. These scenarios are not just a way to make training more creative and engaging (though that is very valuable, without a doubt), but provide “real-life” situations in which Salesforce users will be asked to apply what they learned shortly after the training is complete.

  1. Effectively Communicate With the New Salesforce Users

Communication is vital in order to succeed in everything. It is important to communicate with your new team members before, during and especially after the initial training period is over. You should encourage them to give their feedback regarding how they are proceeding, where they are struggling, and can then, as a result, target your efforts to best maximize improvement and Salesforce performance.

  1. Remember to Create a Context for Training

Answer the “what’s in it for me” question at the start. This ties to the points above about communication and relevance, but it’s of the utmost important to consistently paint a picture of why the new Salesforce user is learning these new skills, and how they will be practically be applied in everyday processes. They have to know the link that exists between training their actual activities.

  1. Provide In-Work Process Support After Training Ends

So here is the truth. That in the end, even with the most strategic and effective training, there will be some new users that will need to relearn how to perform a particular process later on. And that’s with even the most attentive learners – Salesforce is a complicated software to use, even with common actions. In order to minimize time spent wasted on retraining, or waiting for help desk assistance, it’s valuable to provide a post-training, “in the moment” process support platform that can hold the hand of the new users as they master the process.

Managers are still finding it hard to ensure that employees put into practice what they have learnt in training. Hopefully, the tips given above will come in handy. Find relative information on salesforce training material page.


Amanda McDonnald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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