#User Adoption0 discussing

Join @Tom Bassett and @Katka Vokrinkova for Be More Salesforce Design.

They discuss the key responsibilities of Salesforce designers, how they collaborate with other roles, and the importance of user adoption. Katka also shares valuable insights on becoming a designer, tips for aspiring professionals, and essential skills needed in the field. Plus, they tackle common design misconceptions and highlight great resources for anyone looking to grow within the Salesforce ecosystem.

Listen via the Audio Podcast Platform of your choice

• Amazon Music https://bit.ly/bemore-amazon 
• Apple Podcasts https://bit.ly/bemore-apple
• Spotify https://bit.ly/bemore-spotify
• YouTube Music https://bit.ly/bemore-youtubemusic
• Overcast https://bit.ly/bemore-overcast
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• AntennaPod https://bit.ly/bemore-antennapod

Watch on YouTube 

• https://youtu.be/Yy6b8x7iRKQ

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New Be More Podcast! 

@Kristian Margaryan Jørgensen dives into Salesforce user adoption, becoming an "adoption guru", and busting common myths. 

Listen via the Audio Podcast Platform of your choice

• Amazon Music https://bit.ly/bemore-amazon
• Apple Podcasts https://bit.ly/bemore-apple
• Spotify https://bit.ly/bemore-spotify
• YouTube Music https://bit.ly/bemore-youtubemusic
• Overcast https://bit.ly/bemore-overcast
• Pocket Casts https://bit.ly/bemore-pocketcast
• AntennaPod https://bit.ly/bemore-antennapod

Watch on YouTube 

• https://youtu.be/HMDrVaSS3qU

#BeMore #Salesforce #Consultant #Salesforce Admin #User Experience #User Adoption #TrailblazerCommunity #Trailblazer

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🐧🚀 - New Blog Posts!

Hi everyone, I have two new blog posts which I'd like to share: 

• Should You Get a Salesforce AI Certification?
  • This post explores some of the reasons you may wish to consider studying for the AI Associate or AI Specialist certifications. 
• Avoiding the Iceberg: Unlocking Salesforce's Potential - A User Adoption Approach
  • In this post we explore how user adoption techniques can be integrated throughout the software development life cycle to help boost the likelihood of success 🚀

I hope these posts help! Thanks everyone and have a good day!

@The Blog Group @Training and User Adoption @Platform Champion Alumni

#Certifications  #User Adoption

Check out the brand new Success Cloud film featuring PwC! Hear the leaders at PwC share how they leveraged behavioral science and gamification to drive adoption during their multi-year, multi-country digital transformation journey. In the first year, member firms saw a 25% increase in won opportunities - AMAZING! 

@Christine Robertson @Reggie Walker 

Direct Link: https://youtu.be/HXdSzYjiN4I

PwC is a Trailblazer

Here's how In-App Guidance can take your Salesforce journey to new heights:

🔹 Onboarding Made Easy: We'll guide your new team members with step-by-step tutorials and helpful tooltips, ensuring they hit the ground running! 🏃‍♀️

🔹 Stay Up-to-Date: Don't miss out on the latest features! Our In-App Guidance showcases new enhancements and explains how they can benefit your team. 🌈

🔹 Simplify Complex Tasks: No more stress over complicated processes! In-App Guidance offers real-time assistance and visual cues, making everything clearer. 👀

🔹 Personalized User Experience: Everyone is unique, and so are their needs! Our guides are customized for individual user profiles, providing the support they require. 🤝

🔹 Best Practices Reinforcement: Consistency is the key to success! We'll reinforce best practices through interactive guides, ensuring everyone follows the most effective strategies. 💼

🔹 Troubleshooting Made Easy: Don't get stuck! In-App Guidance provides quick fixes and support, so your team can stay productive without delays. 🛠️

🔹 Your Feedback Matters: We care about your experience! Share your thoughts through easy-to-use surveys, helping us enhance our services. 📝

🔹 Skills Upgrade: Level-up your game with our interactive training and quizzes, designed to prepare you for Salesforce certifications! 🎓

Blog post: https://salesforcehacks.substack.com/p/use-in-app-guidance-to-unlock-the

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Hi All,

What adoption goals have you outlined for your organization? Number of monthly users? Number of opportunities being managed? Our sales operations team has a pulse on our user engagement, but want to set more formal adoption KPIs to track against. How have you done this at your organization?  #User Adoption

Hi All,

We are currently deploying a new instance of Salesforce and experiencing friction with our sales teams  adoption. This instance is a new tool set that provides them the ability to do things they weren't able to do before (track opportunities, log calls, activities....etc). Furthermore, we have set up dashboards and reports to surface progress against KPI's and goals. 

 real quick, heres a few factors that i believe could be (most likely are) impacting adoption: - currently, there is no mandate from leadership that X activities must occur in SF per week - they are no reporting mandates from leadership that would drive behavior, such as opportunity reporting  

Has anyone used an NPS type survey to uncover user pain points? if so, is there a good template...etc online?

while i realize issues with user adoption aren't out of the ordinary, i'd appreciate any suggestions/resources that can help.

Thanks!

#Adoption #SF Adoption 

Hello,

I want to track Dashboards adoption. When reporting on Dashboards, the running user is the running user set in the parameters and not the actual user who is running the dashboard.

I am trying this workaround:

In Event Log File https://salesforce-elf.herokuapp.com/ I have downloaded an event log file with type Lightning Page View.

I can see who actually visited the dashboard and not only the running user.

Now I want to make a dashboard in Tableau CRM, how do I fetch Lightning Page View with all fields I've in the exported excel?

I can only connect Event Log File object, but how do I drill down into it? 

Not sure I am clear, thanks for your help!

#Event Monitoring Analytics #Event Log Files #Event Monitoring App #User Adoption #Tableau CRM ##tableaucrm #einsteinanalytics@* CRM Analytics (fka Tableau CRM) *

We already have MFA enabled in our org. It’s a real pain that our users have to authenticate every time they log an email with outlook and I think salesforce should really prioritise this bug fix before they make multifactor authentication compulsory Feb 2022. This is a massive hindrance to user adoption as no one wants to authenticate 50-60 times a day.

Balanced Scorecard???

I am digging around looking for a Balanced Scorecard (ex: Cases with Knowledge Article Activities). Does one exist in Salesforce?

Here is what I am wanting to see:

• Team/Group
• Manager Name
• User Name
• KCS Role of User
• KCS Coach for the User
• # Cases by this User
• # Knowledge Articles Viewed
• # Knowledge Articles Attached (Linked)
• # Knowledge Articles Created
• # Knowledge Articles Modified
• # Citations for KAs the User Created
• # Citations for KAs the User Modified

Having this information will enable my organization to drive adoption and usage of the KB. And as we all know, the greater the use of the KB, the greater the productivity, savings and revenue for Salesforce's Customers. (Seems like a no-brainer)

Anyone doing this???

Regard,

jc