Thursday, July 30, 2015

Making SalesForce More Welcoming


A major challenge with any SalesForce implementation is how to make it easier for users to use SalesForce!  Often users, when they first log in, can be confused by the SalesForce interface.  Or, even if they familiar the interface, the way that one organization is using SalesForce can be very different from another.

So, often administrators believe that more training is the solution for end users.  Which, is a noble solution.  However, with organizations using SalesForce in so many different ways, with so many different user groups, that can be a challenging solution.

An easy solution that can be customized for different user groups is to have an introduction focused page.   This page can include text, videos and more all in one place, right when the user logs in.  This makes it very obvious for the user where they can find help, but also get a quick overview.  And perhaps even better, is that this solution could be done in an afternoon to get at least get the base framework up.

I have seen these made, and made many myself, for organizations to help with user adoption.  We will also look soon at another tool you can have integrated on any page within SalesForce.

Sample Introduction Focused Page

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