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Hi, we're planning to roll-out Sales Console (in Lightning) - is there any short video from Salesforce about it? It'd be nice if we could direct users to a quick demo... I could not find any via search - thanks!

6 comentarios
  1. 27 feb 2018, 13:09
    @Kelly Vida

    that's a really good repository of information. Thanks for sharing that!

    @Robert Kiss, getting your users familiar with the platform is goal #1. This familiarity can be created in a lot of ways. One way is with the resources that Kelly and @Michael Lupino

    have shared.This will help them understand what Sales Console is.

    Another would be to check out the webinars, as

    @Michael Orr

    suggested.

    Another way would be to show your users the navigation of Sales Console platform in real time. You can walk your users step-by-step through the basic workflows so that they feel like they're prepared for how exactly they are going to USE the platform. This would ensure that your users are not only getting a demo of the platform, but you're also showing them "This is how your everyday work will look like." Additionally, you can implement this as custom training in the live environment of Sales Console where they'll essentially be learning while actually doing their job. These are also auto-converted into videos which you can use as demos. If this is something that sounds interesting to you, check out Whatfix -

    https://goo.gl/C6sZPr

    A combination of all these resources would help you in a smooth Sales Console roll-out! Hope this helps. :)

    Good luck!

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