What to Expect & How to Prepare for End-User Training
Your Salesforce org project is almost complete. As we approach your go-live, please read over this information so that you and your team are prepared for your Nimbus Tech-led training session.
What to Expect
Typically, training sessions last 1-2 hours. A Nimbus Tech consultant will lead you and your team through a demo and walkthrough of how to use your new org. Remember that this training session will not make you or your team experts. Rather, it will serve as a starting point to introduce your team to your new Salesforce org, show you how to navigate the system, and how to use the main components.
Your consultant will ask for permission to record your training session for the purpose of providing your team with a recording you can rewatch whenever needed. We will also provide you with take-home end-user documentation and additional web resources to further support your learning and adoption of your new Salesforce org.
How to Prepare for Training
BEFORE TRAINING:
1. Coordinate with the members of your team that should be present for the training session.
3. Prior to the meeting date, prepare a list of questions that you or your team want to remember to ask your consultant. This ensures you are able to maximize the learning and takeaway information from your training.
DURING TRAINING:
1. We recommend turning cameras on for the training session unless you have internet connection issues.
Additionally, if two or more team members are physically in the same room and joining the meeting from multiple devices, you may decide to have one person project their screen for everyone in the room to see and hear. All other devices should then mute their speakers so that you only have one source of sound. Otherwise, use headphones and make sure you are muted unless ready to speak/ask a question or comment.
4. Be engaged and follow along. Training is designed for your team to click through Salesforce and get hands-on experience. Although it is tempting, please avoid checking emails or other multi-tasking during your training session. Your training time with the consultant is limited, and it only takes 20 seconds to miss an important step. As your consultant demonstrates something on their screen, you should replicate those steps/instructions on your own device. This is the best way to cement your learning and remember how to use the platform. This also helps you encounter possible questions to ask since you are performing the actions on your screen too.
5. Use dual monitors or a split screen to make following along and note-taking most efficient. (For Windows users, hold the Windows key + Left or Right Arrow keys to snap tabs into split screen. For Mac users, read here.)
AFTER TRAINING:
2. Have questions or need support after your project has wrapped with Nimbus Tech? There are many great resources online that can help you troubleshoot or find answers. These are some of the best places to start:
- Rewatch the recorded video of your training session
- Review the user guide document that is specific to your org provided by Nimbus Tech
- Check out Trailhead or Salesforce Help
Deepen Your Learning with Trailhead
It's never too late to start learning Salesforce! If you're new to Salesforce, or will have users who are new, we recommend starting with some of this training. Navigate to www.Trailhead.salesforce.com to sign up for your free account. For your convenience, we've compiled some essential trails in this Trailmix to help you get started.
Resources and Guides
As we prepare your project for go-live, please take some time to review each of the documents and resources below.
- How to Login to Production vs. Sandbox
- Profiles, Roles, and Record Visibility
- Trailhead
- Salesforce Help
Don't Forget!
Bookmark the Salesforce login URL for easy access to your org every time → https://login.salesforce.com/
Support and Questions
Contact us at support@nimbustech.com or reach out directly to your project consultant.
Check out our other client resources!
Other resources
Other resources
