--- title: Salesforce Training and Onboarding (8) description: Learn practical tips for improving Salesforce adoption in your organization with better approaches to training, onboarding and support. (8) --- [![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 ## [Salesforce User Adoption Doesn't Happen in a Day](https://sf.screensteps.com/help-your-salesforce-users-make-lots-of-right-decisions) Posted by [Jonathan DeVore](https://sf.screensteps.com/author/jonathan-devore) November 12, 2013 at 12:44 PM ![Working-out](https://sf.screensteps.com/hs-fs/hub/120141/file-379711525.jpg?width=228&name=file-379711525.jpg)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.  [Continue reading](https://sf.screensteps.com/help-your-salesforce-users-make-lots-of-right-decisions) Topics: [Salesforce adoption](https://sf.screensteps.com/topic/salesforce-adoption) ## [Can Salesforce Documentation Improve User Adoption?](https://sf.screensteps.com/can-salesforce-documentation-improve-user-adoption) Posted by [Jonathan DeVore](https://sf.screensteps.com/author/jonathan-devore) November 8, 2013 at 11:05 AM ![IMG_2068](https://sf.screensteps.com/hs-fs/file-371670978-jpg/blog/IMG_2068.jpg?width=173&name=IMG_2068.jpg)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](https://sf.screensteps.com/7-steps-to-creating-your-own-salesforce-documentation-site). ## Give your users better directions I recently read about a study that was conducted to answer a very basic question -  [Continue reading](https://sf.screensteps.com/can-salesforce-documentation-improve-user-adoption) 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) ## [Improve Your Salesforce Training With a Simple Homework Assignment](https://sf.screensteps.com/improve-your-salesforce-training-with-a-simple-homwork-assignment) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) October 23, 2013 at 4:03 PM [![Track & Field Starting Line](http://farm9.staticflickr.com/8163/7666020592_919c8cfc13_n.jpg) Photo: Ian Sane](http://www.flickr.com/photos/31246066@N04/7666020592/) Let me quickly paint the picture of two Salesforce training events: **Scenario 1** The attendees who arrive have never used Salesforce before. The instructor asks them to login but several haven't received their "welcome" emails. The instructor spends the first 30 minutes trying to get people set up and logged into the system. Nobody is the least bit familiar with how Salesforce works so the instructor has to keep repeating instructions to make sure that everyone is in the right spot. Everyone feels overwhelmed by the amount of new information and the information retention level is low. **Scenario 2** All attendees arrive at the session already having logged into Salesforce so getting everyone up and going takes just a few minutes. [Continue reading](https://sf.screensteps.com/improve-your-salesforce-training-with-a-simple-homwork-assignment) ## [How to Diagnose Your Salesforce Adoption Issues](https://sf.screensteps.com/how-to-analyze-the-root-of-your-salesforce-adoption-issues) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) October 15, 2013 at 2:30 PM ![iStock_000014458292XSmall](https://sf.screensteps.com/hs-fs/file-346556505-jpg/blog/iStock_000014458292XSmall.jpg?width=300&name=iStock_000014458292XSmall.jpg) The most common concern I hear when I talk to existing Salesforce customers is "lack of use"---available Salesforce licenses are just sitting around unused, even though the organization has already purchased them. Does that sound familiar? Did you (or someone you know) purchase Salesforce, follow the rollout guide, and do all of the recommended training sessions only to have your team avoid using it? Have you resorted to pleading, and maybe even "mandating" its use? Letting licenses sit around unused is not only a waste of money, but it also means you're probably not getting any of the productivity gains you had hoped for when you adopted Salesfoce. It is a double hit to the gut---a big expense and no productivity gain. So, the question is - why isn't your team using Salesforce? [Continue reading](https://sf.screensteps.com/how-to-analyze-the-root-of-your-salesforce-adoption-issues) Topics: [Salesforce adoption](https://sf.screensteps.com/topic/salesforce-adoption) ## [7 Steps to Creating Your Own Salesforce Documentation Site](https://sf.screensteps.com/7-steps-to-creating-your-own-salesforce-documentation-site) Posted by [Jonathan DeVore](https://sf.screensteps.com/author/jonathan-devore) October 10, 2013 at 3:22 PM In my recent eBook, "[The Pragmatic Guide to Training and Onboarding Salesforce Users in Your Nonprofit](https://connect.screensteps.com/ebook-training-and-onboarding-salesforce-users-in-your-nonprofit)," I talked about creating [road map](http://docs.bluemangolearning.com/m/docs-that-rock/l/55082-setting-your-documentation-goals-road-maps-and-roadblocks) documentation to train and onboard [Salesforce](https://essentials.salesforce.com/resources/why-crm-is-better-than-spreadsheets) 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). ![End_result_of_online_documentation](https://sf.screensteps.com/hs-fs/file-340547318-png/blog/End_result_of_online_documentation.png?width=624&name=End_result_of_online_documentation.png) 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. [Continue reading](https://sf.screensteps.com/7-steps-to-creating-your-own-salesforce-documentation-site) Topics: [Salesforce documentation tips](https://sf.screensteps.com/topic/salesforce-documentation-tips) ## [5 Keys to making Salesforce documentation that will leave your team begging for more](https://sf.screensteps.com/how-to-get-people-to-read-your-salesforce-documentation) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) October 3, 2013 at 4:23 PM ![Oliver_twist_asking_for_more](https://sf.screensteps.com/hs-fs/file-331552314-jpg/blog/Oliver_twist_asking_for_more.jpg?width=290&name=Oliver_twist_asking_for_more.jpg "Oliver_twist_asking_for_more") This is a follow up article to our [previous post](https://sf.screensteps.com/why-you-should-stop-writing-salesforce-documentation), which basically said that if your team isn't reading the Salesforce documentation you are writing, stop wasting your time writing it.  And that's because Salesforce documentation isn't about getting something down on paper---it is about getting information into the hands (and heads) of the people who need it. Which means that your job doesn't stop after you type your last sentence. It stops when your team is successfully using your documentation to get things done in Salesforce. So here are some tips to make them WANT to use your documentation, and have them asking for more. [Continue reading](https://sf.screensteps.com/how-to-get-people-to-read-your-salesforce-documentation) Topics: [Salesforce documentation tips](https://sf.screensteps.com/topic/salesforce-documentation-tips) ## [Why you should STOP writing Salesforce documentation](https://sf.screensteps.com/why-you-should-stop-writing-salesforce-documentation) Posted by [Greg DeVore](https://sf.screensteps.com/author/greg-devore) October 2, 2013 at 11:27 AM ![How_do_I_send_a_campaign](https://sf.screensteps.com/hs-fs/file-333574555-png/blog/How_do_I_send_a_campaign.png?width=632&name=How_do_I_send_a_campaign.png) I saw this comment on a guest blog post that Jonathan wrote over at [Button Click Admin](http://buttonclickadmin.com/give-nonprofit-users-road-map): > I worked soooo hard on good roadmap directions, and people still just call me first to walk them through it. Maybe one day they’ll get sick of me saying, “Did you read the directions?” and stop calling. Maybe? As a Salesforce Admin or Super User, you really don't have a lot of free time on your hands. If people in your organization aren't reading the documentation you are writing, then I would suggest that you *stop* writing it. Yep, you heard me correctly---stop. [Continue reading](https://sf.screensteps.com/why-you-should-stop-writing-salesforce-documentation) Topics: [Software Documentation Tips](https://sf.screensteps.com/topic/software-documentation-tips) ## [Why We're Blogging About Salesforce Training, Onboarding, and Educating](https://sf.screensteps.com/why-were-blogging-about-salesforce-training-onboarding-and-educating) Posted by [Jonathan DeVore](https://sf.screensteps.com/author/jonathan-devore) September 26, 2013 at 4:50 PM ![salesforce](https://sf.screensteps.com/hs-fs/file-308600962-jpg/images/partners/salesforce.jpg) 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 [Continue reading](https://sf.screensteps.com/why-were-blogging-about-salesforce-training-onboarding-and-educating) ## [Don't Demo the "How" of Salesforce Unless You Have a Handout](https://sf.screensteps.com/dont-demo-the-how-of-salesforce-unless-you-have-a-handout) Posted by [Jonathan DeVore](https://sf.screensteps.com/author/jonathan-devore) September 25, 2013 at 2:30 PM ![full-3](https://sf.screensteps.com/hs-fs/file-322330175-png/blog/full-3.png?width=623&name=full-3.png)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 [Continue reading](https://sf.screensteps.com/dont-demo-the-how-of-salesforce-unless-you-have-a-handout) Topics: [Live Training](https://sf.screensteps.com/topic/live-training) [Previous](https://sf.screensteps.com/page/7) [All posts](https://sf.screensteps.com/all) [Next](https://sf.screensteps.com/page/9) ### 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/page/8#) ### 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)