Outlining a Salesforce Training Plan

Posted by Greg DeVore

As we talked about in a previous post, just setting up a Lunch and Learn isn't going to guarantee you an effective Salesforce implementation. You need to make plans to address 4 areas:

  • Introduce Salesforce
  • Remind team members about what they learned
  • Absorb new members of the team
  • Adapt to changes in how your organization uses Salesforce

To help you plan how you are going to attack these four areas, we  prepared a sample spreadsheet you can download and fill out. The spreadsheet helps you identify the following aspects:


Download the Salesforce_Adoption_Worksheet, and plan a lunch and learn that is impactful, and effectively does what you set out to do - improve your team's use of Salesforce.