The Best Salesforce Online Tutorial for Beginners


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The Best Salesforce Online Tutorial for Beginners

  1. 1. The Best Salesforce Online Tutorial for Beginners by iridize
  2. 2. The Data There are a variety of Salesforce online tutorials out there:  Official Salesforce tutoring materials  Automated tutorials  External instructors
  3. 3. The Data Salesforce offer various tutoring services:  Online courses at the Salesforce University  Official youtube channel  “How To” solutions in the knowledgebase. i
  4. 4. But even that doesn’t cover all the tutoring options.
  5. 5. 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 @
  6. 6. So how to go about picking the best Salesforce online tutorial for beginners?
  7. 7. Start with official Salesforce training plans, for:  The admin  Super-users  Personnel with key roles in the organizational Salesforce
  8. 8. Key roles include:  Implementers  Users who will be working with Salesforce a lot  IT or helpdesk professionals providing support
  9. 9. …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. 10. What about the rest of the users?
  11. 11. 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 @
  12. 12. 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. 13. So what IS the best online tutoring solution for Salesforce beginners?
  14. 14. Consider the use of on-page onboarding Salesforce solutions, like the one offered by iridize. Screenshot from iridize’s home-page
  15. 15.  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. 16. 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. 17. Why Iridize Mobile?We Hope That Was Helpful! Read more about onboarding solutions at Or request a demo at
  18. 18. Icons in this presentation made from