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So what IS the best tutorial for learning Salesforce? Is it an official Salesforce tutorial or perhaps one of the complementing Salesforce onboarding solutions? Video, walkthrough or written documentation?
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The Best Tutorial for Leaning Salesforceby iridize
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The Data
There are a variety of Salesforce tutoring solutions. Some are provided by Salesforce and many by complementing Salesforce training solutions.
Hi there, New User! Welcome to your
Salesforce tutorial.
Let’s get started.
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Salesforce
Onboarding
Solutions
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On-page guides and walkthroughs help keep the users engaged on-page instead of going back and forth between documentation/ video.
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Onboarding solutions like iridize also offer personalized onboarding guides, tailored to different workflows and specific users.
Hi Jill! Your Salesforce Customer Service tutorial is about to start. Are you ready?
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iridize also offers a goals tracking platform that provides data about how much the walkthrough guides are improving the users' goal completion rates.
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Video Tutorials
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Youtube offers many Salesforce tutorials for a variety of workflows and work environments.
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The drawbacks in video tutorials: Do not reflect your
specific workflow (confusing to users)
Toggling back and forth between the video and Salesforce – overload for users’ short term memory.
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Salesforce’s
Tutorials
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Openly accessible Salesforce tutorials target Salesforce admins
Once logged in, users can access the Learning Center.
Salesforce maintains a youtube channel
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*These aren’t training methods per se, but will be helpful support tools after a Salesforce tutorial.
Salesforce also has An extensive
knowledgebase A vast online
community of peer-based support.* i
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External Trainers
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These can be: Franchises implementing Salesforce Experienced Salesforce users or
admins
…Who are NOT operating as part of the official Salesforce brand?
Img source of stamP: Stuart Miles @ FreeDigitalPhotos.net
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The quality of these services varies. It is best to: Invest in
research Request
recommendations
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Why Iridize Mobile?We Hope That Was Helpful!
Read more about onboarding solutionsat blog.iridize.com
Or request a demo at [email protected]
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Icons in this presentation made by Freepik from Flaticon.com: