Direct your users to Trailhead and the Learn to Work in Lightning Experience trail. Take the time today to study these Lightning tips in order to save time and increase productivity in the long run. This saves you a several clicks every time you want to access a favorite record, recent record or list view, or create a new record.In conclusion, I hope these Salesforce Lightning Productivity Tips for End Users will help you enhance your productivity as an end user while using Salesforce Lightning.
That's exactly what I want in a product. An all-new suite of apps, expertise, and services to manage this crisis today, and thrive tomorrow. Take this opportunity to discuss and learn from other Salesforce customers on how they are applying end-user training techniques to increase adoption and empower users. For more information, When using a console app in Lightning, there may be certain tabs that are very important or that you access quite frequently (e.g. Salesforce walkthroughs are extremely popular nowadays, as are live ‘virtual’ seminars. They won’t do it, and their lowered motivation will probably be sensed by the rest of the workforce.If you require external support, begin the RFQ or research process early, so you’re not scrambling around to find a vendor in the weeks before your go-live.Curriculum management can be fiendishly difficult, even if you’re not trying to map training to thousands of end users (we know some of you are!). Departments. The utility bar can be configured differently for each application. It’s the only way you’ll be successful.Or, less cryptically… Don’t throw users in at the deep end.Let’s face it, nobody appreciates a new system being foisted upon them suddenly on one rainy Monday in November.Especially if they’ve never used said system before and they haven’t received enough training on how to use it.Salesforce adoption is directly correlated to the extent and breadth of the training offered alongside it – fail to prep users in advance, and you’ll end up with an organization that’s half in and half out of your new CRM system.Just like in war, the best leaders are those who can lead from the front lines.
To avoid seeing the “Recently Viewed” list view as your default, select your most frequently used list view and click the “pin” icon to pin that list view. They believe (or hope) that it will solve fundamental business problems. During this session, you will learn a simple, effective and flexible process for rolling out your Salesforce training without purchasing any additional tools, apps or plugins.
By doing so, I am notified to remind myself to log time against the case that I worked on.
For example, I am subscribed to a report for Case Comments without time stub with conditions to only email me if the record count is greater than 0. You can select the frequency, days, and time.As of Summer ‘20, you can now attach .csv files (Details Only reports) and .xlsx Excel files (Formatted Report) to report subscriptions.
He is passionate about Salesforce and enjoys using his creative, analytical, and technical skills to develop solutions on the platform. Once you start typing (3), several search options appear.
Train users to do their jobs in Lightning Experience so they’re comfortable and productive from day one of your launch. Blog: Driving End-User Adoption; Join Virtual Interactive Discussions.
He is a graduate of Abilene Christian University with a Bachelor of Fine Arts in Theatre and a Master of Business Administration in Business Analytics.Benjamin Bratcher is a Salesforce Consultant for Internet Creations based in Dallas, TX and originally from Hildesheim, Germany. The first search area will search for the keyword in the most used objects (4), the second search option searches for the keyword in the object that you are on (5), lastly, it will show you a limited number of results that meet the keyword (6).
Hear thought leaders discuss the salient issues affecting us all as we manage change. Training is an important element of success!
Keep in mind that several of the applications mentioned (such as macros, CTI softphone, and omni-channel) apply to support agents more than other types of users.An admin configures your apps for you and selects what objects are available in your navigation bar.