Amee Cooper, Director of Change Management & Training at VMware, was one of the speakers during the breakout session titled, Go for Growth: How to Transform Your Salesforce Training Culture. She described VMware's Salesforce implementation and how the initial training was pretty manageable and effective - but over time, it didn't work very well and adjustments needed to be made.

WebEx wasn't enough

In the beginning, Amee was a team of one, and could send all of her communications via email and provide all of her training via WebEx. She would also provide recordings of the training sessions (something that she admits isn't very useful because nobody refers to them).

But as time went on, and VMware added new features and more staff, she noticed things were happening that weren't so great.

Not all change is hard. If I decide to change my shirt, the change can happen immediately - just find a shirt I like, pay some money, and put it on. 

But sometimes change is hard. If I decide to get in shape, that decision alone won't change me. I need to consistently do the right things over an extended period of time before the change sticks - which means that I need to make a lot of right decisions everyday for a long time.

So when change requires that we consistently do the right thing for a long period of time, then it becomes hard - especially if it entails overcoming old habits. 

If you want your organization to regularly use Salesforce, you have to clear the path for them so that using Salesforce is easy.

That may require you to make the user experience more enjoyable by changing the physical layout or workflow, but it can also be done by simply providing users with better directions.

Give your users better directions

I recently read about a study that was conducted to answer a very basic question - 

In my recent eBook, "The Pragmatic Guide to Training and Onboarding Salesforce Users in Your Nonprofit," I talked about creating road map documentation to train and onboard Salesforce users. I wanted to provide some follow-up material that would go into a little bit more detail about how Admin, Super Users, or Trainers could create a documentation site that organizes road map documentation.

What can you do with a documentation site?

There are several reasons to create your own documentation site: you can easily organize content, your users can easily search for content, you can manage version control... the list goes on. But one of the most important reasons is that you can make your documentation incredibly easy to find by putting it right in Salesforce (see image below).

So I'm going to show you 7 simple steps for putting together a Salesforce documentation site, and then how to make that site available right within Salesforce.

It's no secret that Salesforce is taking the world by storm - well over 100,000 businesses and around 18,000 nonprofit organizations and higher education institutions are using Salesforce.

But what isn't as well advertised is that the majority of organizations

I used to put on training events for SSOs (System Security Officers) that showed them how to use a complex web application. After standing by a projector for an hour, demonstrating various onscreen workflows, I remember looking out and thinking, "Nobody is going to remember a thing I'm saying in about 30 minutes."

Sure enough, over the next couple of weeks