Are you struggling to get your team to fully embrace Salesforce? You’re not alone. I have worked with many clients that grapple with this issue, wanting to ensure they’re getting maximum ROI from their investment. Here are some tips that I have found have helped my clients boost their Salesforce user adoption:
🏞️ TIP 1: Provide Multi-Stream Opportunities for Training and Ongoing Learning
People learn in many different ways, so offering a variety of training materials is crucial. Best practices include:
- Training sessions
- Screen cast videos
- Process flowcharts
- Trailhead resources
- Documentation links
- In-context help within Salesforce
- Access to support resources
- Q&A sessions
This multi-faceted approach caters to different learning styles and ensures that everyone has access to the resources they need.
Question: How have you used multiple streams of training material to help your users?
🤖 TIP 2: Use AI to Empower Your Users
AI can significantly enhance user interaction with training materials and information. Here are some ways to leverage AI:
- Invite an AI bot to your training sessions to create searchable transcripts that can be shared with users.
- Ask ChatGPT how to accomplish specific tasks in Salesforce.
- Upload all documentation and training resources into a GPT and use it to answer questions.
Question: How are you using AI to help your team learn?
🗓️ TIP 3: Show Immediate Benefits
Demonstrate how Salesforce can improve your users’ jobs today. Address their pain points and showcase how Salesforce resolves them. If you can answer “What’s in it for me?” before they even ask, your user adoption and trust will soar!
- Recap pain points and show how Salesforce alleviates them.
- Highlight how new releases help users do more of what they love.
- Compare old processes with the new Salesforce solutions to showcase immediate improvements.
Question: How do you make your users say “wow” with new Salesforce releases?
🔮 TIP 4: Highlight Future Value
Illustrate how Salesforce will help users grow and improve in their roles over time. Showing the long-term benefits can motivate users to invest their time in learning the system.
Question: How does Salesforce make your users’ lives better today and tomorrow?
🛑 TIP 5: Make Salesforce Essential
Shape the path to make Salesforce a required tool for completing tasks. Use Salesforce features to make fields and records mandatory at certain points, ensuring that users must engage with the system to do their jobs.
Question: Are users required to input essential data in Salesforce for generating important reports?
🌆 TIP 6: Secure Executive Leadership Buy-In
Getting the big bosses on board can make a world of difference. When executive leadership pushes for change, adoption rates are typically higher and faster. Conversely, lack of buy-in can make the process painful, with people questioning the necessity of the change.
Question: How has getting executive buy-in helped you roll out changes?
🍾 BONUS TIP: Celebrate Progress
What gets reinforced gets repeated. Celebrate your team’s progress and successes to encourage continued use and adoption of Salesforce.
Question: How do you celebrate team wins when onboarding a new system?
By implementing these tips, you can significantly enhance your team’s engagement with Salesforce, ensuring you get the most out of your investment. Happy Salesforce-ing! 🚀
Seth Partridge 
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