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The Best Salesforce Online Tutorial for Beginners
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The Best Salesforce Online Tutorial for Beginners

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  • 1. The Best Salesforce Online Tutorial for Beginners by iridize
  • 2. The Data iridize.com There are a variety of Salesforce online tutorials out there:  Official Salesforce tutoring materials  Automated tutorials  External instructors
  • 3. The Data iridize.com Salesforce offer various tutoring services:  Online courses at the Salesforce University  Official youtube channel  “How To” solutions in the knowledgebase. i
  • 4. iridize.com But even that doesn’t cover all the tutoring options.
  • 5. iridize.com And how could it? Today’s technology enables numerous CRM onboarding techniques, segmented by pricing plans, interactivity levels and user engagement capabilities. Img source: twobee @ FreeDigitalPhotos.net
  • 6. iridize.com So how to go about picking the best Salesforce online tutorial for beginners?
  • 7. iridize.com Start with official Salesforce training plans, for:  The admin  Super-users  Personnel with key roles in the organizational Salesforce
  • 8. iridize.com Key roles include:  Implementers  Users who will be working with Salesforce a lot  IT or helpdesk professionals providing support
  • 9. iridize.com …but also constitutes as positive feedback and important employee empowerment. Official training for key roles helps acquaint them with Salesforce and smooth out the work flow…
  • 10. iridize.com What about the rest of the users?
  • 11. iridize.com A common dilemma is the budgetary one. Many admins would prefer to provide official training for new software to ALL their users. Img source of stamp: Stuart Miles @ FreeDigitalPhotos.net
  • 12. iridize.com But as an admin, ask yourself: how effective would a training course be? Are all the users tech savvy enough for it? Do all the users have enough free time to concentrate on an online course?
  • 13. iridize.com So what IS the best online tutoring solution for Salesforce beginners?
  • 14. iridize.com Consider the use of on-page onboarding Salesforce solutions, like the one offered by iridize. Screenshot from iridize’s home-page
  • 15. iridize.com  Take the tutorial at their own time  And take their time doing it  Repeat challenging parts without stress re: underachieving. Hi there, New User! Welcome to your Salesforce tutorial. Let’s get started. On-page Salesforce tutorials allow Salesforce beginners to:
  • 16. iridize.com iridize’s differentiator: Personalized tutorials – guides tailored to different user groups and even specific users. Hi Jessica! Your Salesforce tutorial for the Billing Dpt. is about to start. Are you ready?
  • 17. Why Iridize Mobile?We Hope That Was Helpful! Read more about onboarding solutions at blog.iridize.com Or request a demo at contact@iridize.com iridize.com
  • 18. Icons in this presentation made from Flaticon.com:Freepikby iridize.com