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Even though I'm not done learning salesforce or getting our contacts uploaded 100% (and correctly), I would like to add our key ministry leaders as "users" this week so they can take advantage of the time they have staying home from the COVID Pandemic, and start learning Salesforce. Can someone give me advice about a simple first step(s) in rolling out the software, and encouraging my staff to go through the right "trails" in Trailhead to start to get their footing in the basic functions of this tool? Thanks for your help!
답변 5개
  1. 2020년 3월 31일 오후 6:08

    @Sarah Thomas​ Congrats on the rollout. In general, when rolling out I would recommend picking your most engaged group of new users who are enthusiastic and more tech savvy and willing to try new tech. In doing so, you can focus on helping them. Also, rollouts go much better when there's a small group of cheerleaders who will in turn talk about how much the new system is helping them and in turn, be able to encourage and help others who may need more assistance or more of a push to get going.

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