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#End User Training0 discutindo

Hi Everyone,

 

I pulled this from google but I have similar messaging for error validation rules. Is there a way to have this message come up "Clearer" for the users.

 

I have non-techy users that see this and can't tell that they are missing something to continue

Validation Rule Error Message

 

#Salesforce  #User Management  #End User Training

2 respostas
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    20 de fev. de 2024, 06:38
    Hello @Valerie DeMott as there are some processes launched after saving this kind of record, you also can dedicate a validation rule to check the presence of the fields when saving, and add the fact these fields are filled in in the flow(s) entry conditions. That will be clearer.for the end user. Eric
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I am looking to create a folder or base that has end user training for new joiners to the business.

What would be the best sources?

 

#End User Training

3 respostas
  1. 23 de fev. de 2024, 07:21

    Its been some time that this question was asked, but was wondering the answer as we embark on the Salesforce journey.

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Hello

 

I'm in the process of setting up training modules (videos/documents) for our company end users and to help monitor the progress was wondering if anyone had any good templates/logs?

 

I could setup myself, but if anyone had any good spreadsheet/logs already setup which was tailored around training it would also benefit to cover any module topics not already considered.

 

If there are any generic Salesforce tailored standard templates already out please do point me in the direction, It could helps keeps all training logs uniformed to help out other members in the community.

 

Thank You

V Patel

 

#Training  #End User Training  #Salesforce Training  #Nonprofit

4 respostas
  1. Ines Garcia (get: Agile) Forum Ambassador
    14 de set. de 2021, 14:04

    There isnt such a thingL for the 'systematic' part of your question look at MyTrailhead as a product for the specifics, use the trails of business user beginner 

    or look for the trailhead tracker appexchange free addon 

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Hi I am looking to install the app In - App Guidance Walkthroughs : getting started for sales users,

is it best to install for all users or just for admins?

If I install for only admins, can other users access it?

 

What is the best process for admins only or all users?

 

#End User Training

2 respostas
  1. Michael Brown (Salesforce) Forum Ambassador
    3 de set. de 2021, 14:03

    Hi Mark, I would go ahead and install for all users. For most apps, you want to install for admins only, and then expose access as needed so that not every user has access to the setup and maintenance, but this app would be an exception, since it doesn't have a large plethora of components like other apps. 

     

    Thanks,

    Mikey

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1. Upload training materials (PPT, Word)

2. Embed YouTube webinars made by our company so that trainees could watch them without leaving mytrailhead training website and add it to their personal account page. 

3. Enable SEARCH function for searching and downloading materials 

4. Enable the Issuance of Certificate with automatic data input and print (save pdf) after passing the test with multiple choice. (little more complex than my trailhead quiz template) 

1 resposta
  1. 23 de jul. de 2021, 06:39

    you can create your own trailmix in trailhead.

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As the title states, I've had trouble finding the map and developer console. I followed through with the pretty simple instructions but couldn't find the appropriate links for:

"

  1. Navigate to Setup by clicking the gear menu and then clicking Setup.
  2. In the Quick Find bar, search for and click Lightning Components.
  3. Click Map and then click Developer Console. "

I've gone as far as the second step but I don't see the Map and Developer Console. 

 

#End User Training  #Developer Training  #AppExchange

1 resposta
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We'd been struggling for a learning platform for about a year now and so the Learning Paths looks like an ideal solution.

 

We're testing it currently by publishing our in-house videos, but I've noticed once you click on them, they count as "completed" and move off the drop down Learning Paths and into completed....it would be great if completed items stayed visible when viewed against the object they are assigned to, perhaps on the bottom half of the screen, and maybe just the most recent 2 or 3 completed.

 

Also, all completed training sits in the same place - there is no way to see what was under Accounts, Contacts etc - as we had allocated them to specific objects in the first place it would be great if they could be ordered this way.

 

Finally, we want to plot a new-starter journey and thought we would create Public Groups - New Starter wk1, New Starter wk2  etc, and add the consultant to the public group each week. Is it possible to automate this perhaps through flow?

 

I think myTrailhead might have more functionality, but for now at least we don't have the budget for that so looking to see if this can be enhanced as it stands.

 

All ideas welcome!

 

  #End User Training

2 respostas
  1. 16 de jul. de 2021, 07:31

    Thanks for the reply. I was already familiar with second article and the first seems rather more about going on a career journey with SFDC than the functionality itself.

    We've been testing learning paths and like it as a starting point, but we were interested to know the roadmap for the product and if there is space or a forum to collaborate or input our ideas into this.

    Thanks

    SB

    Get Outlook for iOS<

    https://aka.ms/o0ukef>
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As we look at adopting AA at my org, what's the best source available for end user training/onboarding? Either docs or videos...not able to find anything yet.

 

@Nick McDuffie 

1 comentário
  1. 26 de jun. de 2019, 15:24
    On the left hand side of this group there are several videos from past Dreamforce presentations and guides. Best place to start.
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I logged into Salesforce University to access a course called Customization End User Training and to download the deck but noticed that all the online courses were taken down.  A few weeks ago I saw that there were Lightning ones and didn't save them because I didn't expect that they'd be taken down so soon.  Is there a way to access those files?

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