--- title: Salesforce Training and Onboarding | Greg DeVore description: CEO of ScreenSteps --- [![ScreenSteps](https://sf.screensteps.com/hubfs/2025/2025%20Logo/Full%20Logo/SVG/ScreenSteps-Logo-BlackGreen_2025.svg "ScreenSteps")](https://www.screensteps.com/) [Salesforce Training Consulting](https://www.screensteps.com/consulting/salesforce-training) [Learn about ScreenSteps](https://www.screensteps.com/salesforce) ## [A Salesforce Admin's Resource](https://sf.screensteps.com) ### See better results from your live Salesforce training ## Greg DeVore CEO of ScreenSteps Find me on: ### Recent Posts ## [3 Mistakes That Will Kill Your Live Salesforce Training Event](https://sf.screensteps.com/3-salesforce-live-training-mistakes) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) November 10, 2015 at 8:00 AM Everyone wants to be a "training superstar," but too often trainers look out and see blank stares, confused looks and twisted eyebrows. This can be really demoralizing especially when you have worked so hard to prepare a great event. [Continue reading](https://sf.screensteps.com/3-salesforce-live-training-mistakes) Topics: [Live Training](https://sf.screensteps.com/topic/live-training), [Teaching](https://sf.screensteps.com/topic/teaching) ## [One Question to Ask at the End of Your Salesforce Training Event](https://sf.screensteps.com/question-salesforce-training) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) November 5, 2015 at 8:46 AM Whenever we have a live training event we want to evaluate how well we did. I have been to a lot of trainings and have seen many ways that people try to evaluate. [Continue reading](https://sf.screensteps.com/question-salesforce-training) Topics: [Live Training](https://sf.screensteps.com/topic/live-training), [Teaching](https://sf.screensteps.com/topic/teaching) ## [What Two Queen Songs Can Teach Us About Live Training](https://sf.screensteps.com/what-songs-can-teach-about-live-training) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) October 26, 2015 at 10:00 AM ![musical_note](https://sf.screensteps.com/hs-fs/hubfs/musical_note.jpg?width=315&name=musical_note.jpg)Whether or not you are a Queen fan you are probably familiar with at least several of their songs. I'm going to talk about two of them: - Bohemian Rhapsody - We Are The Champions You are probably familiar with these songs because you have heard them hundreds of times. You may be able to sing them word for word. But the songs are very different. [Continue reading](https://sf.screensteps.com/what-songs-can-teach-about-live-training) Topics: [Live Training](https://sf.screensteps.com/topic/live-training) ## [How to Adapt the Salesforce Lightning Overview Deck for Your Internal Training](https://sf.screensteps.com/adapt-salesforce-lightning-training-deck) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) October 22, 2015 at 9:32 AM ![](https://sf.screensteps.com/hubfs/blog/Adapt_Salesforce_Training_Deck/rr---winter--16-release-overview--1-.png)The change to Lighting in Salesforce is exciting but it is going to require many organizations to provide new training to their Salesforce users. [Salesforce has released a PowerPoint](https://success.salesforce.com/0D53000002FBihA) deck that you can use to help prepare your own internal training. **Update: **You can also get the Enabledment Pack from Salesforce here ([http://sforce.co/1EpM1ex](http://sforce.co/1EpM1ex)) which will give you a different slide deck aimed at giving your team an overview of what is new in Lightning and how those changes will impact your company's use of Salesforce. In this post, I am going to give you some tips on how to modify this deck to meet your internal needs. [Continue reading](https://sf.screensteps.com/adapt-salesforce-lightning-training-deck) Topics: [Live Training](https://sf.screensteps.com/topic/live-training) ## [Chunking Salesforce Information to Make It Easier For Your Attendees to Retain](https://sf.screensteps.com/chunking-salesforce-information) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) October 16, 2015 at 8:00 AM We've talked before about how our [brains struggle to remember more than three to five things](https://sf.screensteps.com/too-much-information) - we just aren't very good at remembering more than that. But our brains *are* very good at chunking information. Chunking information is the process where we break up large amounts of information into manageable chunks. It's almost like putting things into folders. Let's look at how this works with phone numbers in the United States. I live in Northern Virginia ![](https://sf.screensteps.com/hubfs/document_referencing-1.jpg)just outside of Washington DC. There are basically three area codes that I usually run into: 703, 571 (which are both in Northern Virginia), and 202 which is Washington, DC. [Continue reading](https://sf.screensteps.com/chunking-salesforce-information) ## [Are you Dooming your Live Salesforce Training Event by Delivering TOO MUCH Information?](https://sf.screensteps.com/too-much-information) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) October 9, 2015 at 10:08 AM When you are preparing a live Salesforce training event are you focused on what information you need to deliver or how your audience will use and apply that information? [Continue reading](https://sf.screensteps.com/too-much-information) Topics: [Live Training](https://sf.screensteps.com/topic/live-training) ## [How to Cover Everything in Your One Hour Salesforce Training Session](https://sf.screensteps.com/cover-everything-in-your-one-hour-salesforce-training) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) September 21, 2015 at 12:37 PM ![1-hour-training-planning.png](https://sf.screensteps.com/hubfs/blog/1-hour-training-planning.png "1-hour-training-planning.png")As a Salesforce Admin and Trainer you may feel that you are being asked to do the impossible:  - Make your training engaging - Keep it short - Make sure you cover everything How can you cover everything that you need your team to know, keep it engaging AND do it all in a 1-hour session? [Continue reading](https://sf.screensteps.com/cover-everything-in-your-one-hour-salesforce-training) Topics: [Live Training](https://sf.screensteps.com/topic/live-training) ## [Why your Salesforce Customers Can't use a Word or PowerPoint file](https://sf.screensteps.com/why-your-customers-cant-use-a-word-or-powerpoint-file) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) December 3, 2013 at 12:52 PM ![Blog_Post_Image_for_Word_and_PPT](https://sf.screensteps.com/hs-fs/hub/120141/file-399348952.png?width=266&name=file-399348952.png)In November we spent a lot of time talking to Salesforce customers and consultants at Dreamforce '13. Here is what we found: 1. The majority of consultants deliver some form of documentation to their customers. 2. Word or PowerPoint files are the most common format for the documentation. There are two benefits to Word and PowerPoint files: Consultants are comfortable using them and everyone knows how to open them. **But those are the *only* benefits - **the downsides to using Word and PowerPoint to deliver your Salesforce documentation are HUGE! **** [Continue reading](https://sf.screensteps.com/why-your-customers-cant-use-a-word-or-powerpoint-file) Topics: [Salesforce documentation tips](https://sf.screensteps.com/topic/salesforce-documentation-tips) ## [Where Does ScreenSteps fit in with Your Salesforce Training Plan?](https://sf.screensteps.com/where-does-screensteps-fit-in-with-your-salesforce-training-plan) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) December 3, 2013 at 9:57 AM ![iStock_000006457786XSmall](https://sf.screensteps.com/hs-fs/hub/120141/file-397236016.jpg?width=190&name=file-397236016.jpg)Recently, at the Dreamforce 13 conference, we answered a lot of questions about where [ScreenSteps](https://www.screensteps.com/salesforce) fits in an organization's overall [Salesforce training plan](https://sf.screensteps.com/developing-a-successful-salesforce-training-plan-4-key-aspects). This was our typical response: Training your team on Salesforce is not an event - it is a process. Your training program is only successful if your team actually uses Salesforce correctly to meet your business goals. It doesn't matter if your trainees pass a test. It doesn't matter if they give your course a 5-star rating. *All of that is irrelevant if they don't actually use Salesforce.* ## Three jobs your training program needs to perform At it's very basic level, a training program must do three things: [Continue reading](https://sf.screensteps.com/where-does-screensteps-fit-in-with-your-salesforce-training-plan) Topics: [Salesforce adoption](https://sf.screensteps.com/topic/salesforce-adoption) ## [Solving Salesforce Motivation Issues](https://sf.screensteps.com/solving-salesforce-motivation-issues) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) October 31, 2013 at 4:15 PM ![Salesforce_motivation](https://sf.screensteps.com/hs-fs/file-368700990-jpg/blog/Salesforce_motivation.jpg)If you suffer from [Salesforce adoption issues](https://sf.screensteps.com/how-to-analyze-the-root-of-your-salesforce-adoption-issues), you aren't alone. We talk to a lot of organizations that struggle with getting folks to actually *use* Salesforce. In a previous article, I outlined [3 reasons why people might not adopt Salesforce](https://sf.screensteps.com/how-to-analyze-the-root-of-your-salesforce-adoption-issues) in your organization. In this article, I am going to do a deep dive into one of them - **motivation**. ## Why your team members aren't motivated to use Salesforce If your team members aren't motivated to use Salesforce, then it is probably because they *receive no direct benefit from using Salesforce*. Let me give you a common scenario. Many organizations implement Salesforce so they can get better information about how their marketing and sales teams are functioning. Most of the time, this is done through dashboards - a data visualization tool that provides all sorts of great information at a glance, and typically used by managers. There's only one problem [Continue reading](https://sf.screensteps.com/solving-salesforce-motivation-issues) [All posts](https://sf.screensteps.com/all) [Next](https://sf.screensteps.com/author/greg-devore/page/2) ### Get Salesforce training tips and case studies delivered to your email inbox [![Learn How to Create an Engaging and Effective Live Salesforce Training Your attendees and your boss will thank you Download Now](https://no-cache.hubspot.com/cta/default/120141/d6dcd78e-c439-4766-b03f-a75d58b5e4b6.png)](https://cta-redirect.hubspot.com/cta/redirect/120141/d6dcd78e-c439-4766-b03f-a75d58b5e4b6) ### Recent Posts ### Posts by Topic - [Salesforce documentation tips (28)](https://sf.screensteps.com/topic/salesforce-documentation-tips) - [Live Training (22)](https://sf.screensteps.com/topic/live-training) - [Salesforce adoption (14)](https://sf.screensteps.com/topic/salesforce-adoption) - [Training Events (5)](https://sf.screensteps.com/topic/training-events) - [Training (4)](https://sf.screensteps.com/topic/training) - [Onboarding (2)](https://sf.screensteps.com/topic/onboarding) - [Teaching (2)](https://sf.screensteps.com/topic/teaching) - [Documentation (1)](https://sf.screensteps.com/topic/documentation) - [Learning (1)](https://sf.screensteps.com/topic/learning) - [Software Documentation Tips (1)](https://sf.screensteps.com/topic/software-documentation-tips) - [Webinar (1)](https://sf.screensteps.com/topic/webinar) [see all](https://sf.screensteps.com/author/greg-devore#) ### Learn - [Webinars, Ebooks and Courses](https://www.screensteps.com/learning-resources) - [Company Blog](https://blog.screensteps.com) - [Docs that Rock Site](http://docs.bluemangolearning.com) - [Salesforce Adoption Blog](https://sf.screensteps.com) - [Additional Articles](https://www.screensteps.com/articles) ### Product - [Integrations](https://www.screensteps.com/integrations) - [Case Studies](https://www.screensteps.com/case-studies) - [API](http://help.screensteps.com/m/screenstepslive-api) - [Pricing](https://www.screensteps.com/pricing) ### Support - [Documentation](http://help.screensteps.com/) - [Forums](http://support.bluemangolearning.com/forums) - [Contact Support](https://www.screensteps.com/contact) - [Downloads](https://www.screensteps.com/downloads) ### About Us - [About Us](https://www.screensteps.com/contact) [![twitter](https://sf.screensteps.com/hs-fs/file-311419439-png/images/icons/twitter_icon.png)](https://twitter.com/screensteps)[![facebook](https://sf.screensteps.com/hs-fs/file-311421369-png/images/icons/fb_icon.png)](https://www.facebook.com/ScreenSteps) - Copyright @2014 Blue Mango Learning Systems, LLC - [Terms of Service](https://sf.screensteps.com/tos) - [Privacy Policy](https://sf.screensteps.com/privacy)