User Training
You've done your due diligence to come up with a clear plan, you set up and customized Salesforce CRM to fit your needs, and you scrubbed and imported your data. Now, it's time to train your users.
Don't be intimidated by planning your training. Keep it simple and to the point. The last thing you want to do is overwhelm your users—the point is to engage them. Depending on the complexity of your implementation, your training can range from 1 to 4 hours. Breaking the training into 2 days is another option that may work better for your users. Ideally, hold this training onsite in a conference room and ask everyone to bring their laptops. Right before training, you'll need to generate user names and passwords for everyone who will attend.
- To generate usernames and passwords, edit the user records and select the "Generate new password and notify immediately" checkbox to automatically send an email to each user with his or her login information.
- For additional tips on creating a successful training plan, review the Providing a Successful Training Plan presentation
- Here’s a sample training template: Salesforce Training Session
