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Matthew de Castro (AD en Salesforce)
13 mar 2024, 22:24
I am a new employee and don't have my credentials yet, is there anyway I can get access to the Trailhead playground to learn a bit more? Thanks!

I am a new employee and don't have my credentials yet, is there anyway I can get access to the Trailhead playground to learn a bit more? Thanks!

 

#Onboarding  #Trailhead Support

1 respuesta
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    13 mar 2024, 22:34

    Hello @Matthew de Castro it seems you have access in fact :)

    You can have a trailhead account created outside of your company Salesforce username (that is my case for example) and then linked after to your internal Salesforce username (hands-on org menu in your trailblazer profile : click on your avatar on the top right corner of the trailblazer / trailhead page when connected, and then associate your Salesforce company internal username). Eric 

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Vibhu Vyas (Customer Success Manager en Salesforce) publicó en #Salesforceplatformguidedonboarding
19 may 2023, 07:40

Guided Onboarding for Salesforce Platform (APAC: Jun8-Jun28): REGISTER HERE

 

Available to Premier and Signature Success Plan customers

 

Get expert guidance on starting your Salesforce Platform journey.

 

A 4-week guided onboarding program for Salesforce Platform admins. Led by a Salesforce expert who will share how to successfully prepare for, configure, and launch the Salesforce Platform.

 

Learn the hands-on skills you need to be successful with Salesforce and the resources you can lean on after your implementation.

 

*Week 1 (90 Minutes): Set Yourself Up for Success

*Week 2 (90 Minutes): Lightning Configuration and

*Week 3 (90 Minutes): Application Security

*Week 4 (90 Minutes): Automation and Access

 

*Weekly sessions will be the same start time and day of the week as Week 1

 

#salesforceplatformguidedonboarding #Salesforce Platform #Onboarding #Customer Success #Salesforce Developer #Flow #Security #Lightning

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Vibhu Vyas (Customer Success Manager en Salesforce) publicó en #Salesforce Platform
8 may 2023, 09:46

Guided Onboarding for Salesforce Platform (APAC: May11-Jun1): REGISTER HERE

 

Available to Premier and Signature Success Plan customers

 

Get expert guidance on starting your Salesforce Platform journey.

 

A 4-week guided onboarding program for Salesforce Platform admins. Led by a Salesforce expert who will share how to successfully prepare for, configure, and launch the Salesforce Platform.

 

Learn the hands-on skills you need to be successful with Salesforce and the resources you can lean on after your implementation.

 

*Week 1 (90 Minutes): Set Yourself Up for Success

*Week 2 (90 Minutes): Lightning Configuration and

*Week 3 (90 Minutes): Application Security

*Week 4 (90 Minutes): Automation and Access

 

*Weekly sessions will be the same start time and day of the week as Week 1

 

#salesforceplatformguidedonboarding #Salesforce Platform #Onboarding #Customer Success #Salesforce Developer #Flow #Security #Lightning

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Esha Jones (Bimbo Canada) preguntó en * Marketing Cloud Engagement *
27 sept 2021, 16:09
Onboarding Welcome emails

Hi

I am looking for a way to send out welcome emails from marketing cloud when an account is created in SFDC. I know that I am late to the game but I am really confused as to how I should be inserting new contacts into a journey & have these emails sent out in real-time so we don't miss out on any contacts.

Thanks

#Journey2MarketingCloud #Email Marketing #Marketing Cloud Connect #Onboarding #Automation Process #MCAskAnExpert

6 respuestas
  1. Ashish Lath (Slalom)
    29 sept 2021, 16:41
    Hi @Esha Jones

    ,

    I think “Marketing Cloud Connect” triggered send can also be configured to be used in Apex trigger. I haven’t tried this personally but here is YouTube video which goes through steps and seems pretty simple which might not require technical team support -

    https://www.youtube.com/watch?v=xCIEAWdCpc8

    Above should work, but just as a worst case scenario, you might want to involve technical team to try out above so they can have a look and if still above doesn’t work, they can write Apex class to call SFMC API in order to trigger a journey or triggered send

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Lucy Edwards (Marketing Automation Executive en Royal Pharmaceutical Society) publicó en * MC Account Engagement (fka Pardot) *
1 abr 2021, 13:09

Hello,

We are looking to create an onboarding programme which uses Dynamic Content to send customers resources based on which resources they have purchased.

The purchased resources are captured on the Product object tied to the Opportunity object in Salesforce, so I understand this cannot be used for Dynamic Content.

Customers may purchase several resources (up to 20 different products).

I did have a call with a specialist who initially suggested creating a formula field on Lead or Contact, and using Process Builder to pull through the Product information to their record. However, this only works if they purchase one resource (which isn’t the case as our customers purchase several different resources). They cannot suggest a workable solution for our use case.

Does any one have any ideas?

Many thanks

7 comentarios
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Sean Farragher (Business Analyst en UBC) publicó en Salesforce Business Analysts
4 nov 2020, 20:26

Hi All, I am onboarding new org where I will be acting as a BA and need to submit a request for areas I want to review i.e. documenation? Does anyone have any suggestions as regards good questions to ask? Heres what I have so far;

Can we setup a shadowing session to understand your workflows.

Can we get access to your JIRA board

What known issues are you working with and what are the workarounds

Can we get a glossary or data dictionary list of your terms

Who are the key stakeholders who manage systems that integrate to Salesforce?

Do you have an org chart?

11 comentarios
  1. Sean Farragher (UBC)
    16 nov 2020, 17:41
    Hi @Stuart Edeal

    , I really liked it. I particularly enjoyed how you framed the role along similar lines to the approach needed by Architects. One area I underestimated - and you have since clarified - is the Strategic Analysis question or understanding the Business Goal first and tackle the more technical questions later.

    For me, I will also be focusing on Stakeholder Relationships and as we are still in the initial phase of building that trust to ensure a smooth transition of the business domain.

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Philippe Maman (SF Admin en SoloAdmin) publicó en * Salesforce Administrators *
2 oct 2020, 13:01

Good day to all.  I am looking into creating a quick onboarding email for new Sf users.  Any suggestions?

1 comentario
  1. Gautam Sharma (Erudite Works Private Limited)
    3 oct 2020, 08:32
    Hi @Philippe Maman

    - I think you can add the required branding to the emails being sent out

    See if the below link helps

    https://help.salesforce.com/articleView?id=collab_admin_email_customize.htm&type=5

    You can also use Process builder to customize the flow where emails are sent on user creation

    This might be of help to you

    https://automationchampion.com/tag/welcome-email-to-new-users-in-salesforce/

    Do let me know if this was helpful.

    Cheers.

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Rebecca (Becky) Sweetman (Senior Manager Global Systems & Sales Operations en XR) publicó en * MC Account Engagement (fka Pardot) *
12 ago 2020, 04:57

I am trying to figure out a way to add someone to a dynamic list based on an opportunity that is recently won (to then get them into engagement studio). It seems that to connect them in Pardot to an opp they must be a contact role - but we want to capture all contacts in the account (that are not marked inactive) and send them a welcome email after their account has been closed won. This is time critical so important the timing is right. Does anyone know the best way to do this? I am looking into using PB to send them to a campaign based in SF then add them to the list based on the campaign?!. Thanks for any tips!  

2 comentarios
  1. Rebecca (Becky) Sweetman (XR)
    18 ago 2020, 09:21
    Hi @Lucy Mazalon. Unfortunately we don't have an automation for status set up, so I was looking for other ways...but this may have to be the best way to do it. Thanks for your response!
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Ronia Reji (Senior Marketing Manager en Yellow messenger) publicó en * Sales Cloud - Getting Started *
3 ene 2020, 12:18

Did you know that effective Salesforce #Onboarding can yield

✅10% greater sales growth 

✅14% better sales achievements??

 

But unfortunately, most enterprises do not know how to unlock these magic numbers.

 

But, here are 11 of the best #Salesforce onboarding practices that you can follow for kicking up your Salesforce adoption in 2020 - http://bit.ly/2ts1tHE

 

Do comment and tell us your unique onboarding experiences, challenges, and how you turned them around!

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Scott Hargroves (Experience Developer, Lead en Salesforce) publicó en * Service Cloud Essentials *
11 sept 2018, 11:54

5 Tips for Successfully On-boarding your Customers

 

Here at Salesforce, we’re obsessed with the customer experience. Just about every day I’m in a meeting on how we can make onboarding seamless and improve the daily lives of our customers. And over the course of my time here, we’ve found what we consider the best ways to make the onboarding experience pain-free. Then one day it dawned on us: Our customers have their own customers, which means they probably have their own onboarding needs and desires. So to help you skirt a few challenges, we’ll share our top 5 tips for successfully onboarding customers. Enjoy!

 

1. Walk your current onboarding process as a customer.

Onboarding means different things to different people. Some consider onboarding to be part of the trial phase of a product, while others consider it to be something that happens post sale. However you define it, walk through your onboarding offering as if you’re a brand new customer. See what type of emails, resources, and interactions you receive. Does an account executive or implementation consultant reach out? What’s the cadence of interactions? It everything clear and well communicated? These are all valuable pieces that make the difference between a good and a great customer experience.

 

2. Understand that people learn in different ways.

Remember in elementary school when teachers taught each skill in a few different ways? Perhaps first they'd read aloud, then show a textbook, and finally explain it using a chalkboard. When it comes to teaching your product, the same methodology comes in handy. We all process information in our own ways. Some learn best from a how-to article or a short video; others learn best through an interactive webinar. For me personally, I learn best when I take them time to go through all of these methods. So when creating resources for your customers, make sure you’re hitting various learning styles and keeping all of your customers in mind.

 

3. Revamp your knowledge base.

Once you’ve created a library of resources, the next step is to organize it well. Just because you know the best order to consume information, that doesn’t mean your customers will. Make sure customers receive knowledge articles and information in a logical manner that’s not overwhelming. You’ll also want to ensure your knowledge base is searchable so customers can find the answers to their questions right way; this will save your customers time — and save your customer service team an email or phone call.

 

4. Invest in tools.

The overall idea of onboarding is that it needs to be a repeatable process; not only do you need the right process, but it needs to be repeatable in order to provide consistency for customers and reps alike. Automation is a tremendous way to help with that. Whether it’s an email drip campaign or in-app messaging, automated tools help you reach thousands of customers quickly and easily. Not only can you reach more, you can also track the effectiveness of various campaigns (such as if a customer has opened an email or clicked on a certain call to action). These tools generally have an associated cost, but it’s a solid investment and pays real dividends in terms of efficiency and customer satisfaction.

 

5. Measure in micros, not macros.

Oftentimes, when onboarding is concerned, we’ll look at the all-important attrition number to determine whether or not our onboarding program is successful. While I agree that attrition is a nice indicator, we also need to measure onboarding milestones at a more granular level. Define your customers’ first value moment. At Salesforce, one of our first value moments is resolving a customer case, so we create milestones to get customers there, too; we even track whether or not they’re reaching micro milestones (such as inviting agents or setting up an email inbox). Measuring in increments will help you help your customers achieve those first a-ha moments.

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