Hi!
I am responsible for my company's training and adoption. All of my content I build is outside of salesforce, in guides and in LMS courses. As we prepare to double our user base and transition to Education Cloud in the coming years, I’m exploring ways to elevate and evolve our training approach to better support scalability and long-term success.
1. Do you use the myTrailhead subdomain for your users?
2. Do you use the Learning Home and assign content that you custom make - not trails?
3. What are your general best practices?
I could be mistaken but myTrailhead is goign away and may not be purchasable.
So answering question 3 is the best I can do :)
Training, for Salesforce, is a 3 pillar program.
1. Training Guides
I always suggest video guides categortized by work function and broken into single processes (ideally less than 60 seconds per video, voiced over, showing the real process)
Screenshot documents are ok, but I find harder to create and harder to follow.
The video format is the best way to enforce adherence to process.
2. Support
You need to have a method for all users, new and existing, to request support and suggest improvements directly in the system.
Then you need to actually act on their requests.
This is the best way to gain their buy-in and to make them feel supported.
3. Process over Tools
The last thing is to have clear processes mapped out, and to always work to ensure Salesforce facilitates those processes as easily as possible.
When this is the case, creating the training materials is simple, and the requests from the user base become less sporatic and eventually start to point to the next areas that require improvement from a process facilitation perspective
In Summary
The general best practices that I encourage all of our clients to focus on is an ongoing enhancement and continuous improvement process that relies on the userbase and empowers the userbase!
Good luck with your growth :)
