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When Salesforce Training Goes Wrong, And How To Make It Right

Salesforce is a great tool to be used for customer relationship management and more. It's important for your employees to know how to navigate leads through the sales funnel and this is a software solution that does it effectively.

Unfortunately, many businesses assume that people inherently know how to use Salesforce, including all of the tips and tricks. That's when employee training fails. When training goes wrong, it's imperative for you to make it right.

There are some major fails:

  • Front-loaded training
  • Too much information
  • Insufficient reinforcement

Front-Loaded Training

One of the biggest problems is utilizing front-loaded training. It's overwhelming and employees hardly remember all of the details that you have included. This is more than a training bump simply because employees feel overwhelmed and may decide to avoid Salesforce entirely – which is opposite of what you're trying to accomplish.

Too Much Information

In addition to front-loaded training, there is simply too much information being shared. You need to make sure that you provide an introduction to the subject and then slowly build onto the knowledge. Otherwise, you don't know what kind of results you are going to get. While some people may grasp everything, others are going to feel defeated because they simply can't absorb all of the information in the time that you have allotted.

Insufficient Reinforcement

Businesses often expect employees to hit the ground running. What happens is that they provide basic training and then forget about it. However, this can be extremely dangerous – especially when you want your employees to use all of the benefits provided by Salesforce. You need to provide reinforcement on a regular basis. This includes refresher training as well as complete retraining as needed.

Although reinforcement can be time-consuming and difficult to implement, there are options available. It will make it easier for your employees to get the training while you get the benefits provided by everyone using Salesforce to the best of their abilities.

The Solution: Use a Wizard

There is a smarter approach to training your employees on Salesforce. By implementing Salesforce training tips and using a Wizard, you can overcome many of the obstacles.

  • Set expectations
  • Get people excited
  • Use real-life scenarios
  • Provide hands-on training
  • Help people learn the lingo
  • Reinforce the processes
  • Offer incentives
  • Provide re-training

By using Merlin Guides, you're able to meet all of the above goals. You can ensure that you decrease the training time while increasing expectations.

You can't expect to get the results by standing up in front of a room and overwhelming everyone on the many facets of Salesforce. Instead, you need to let them get their hands onto the software. The wizards provided by Merlin Guides will provide your employees with the information they need when they need it the most. You won't waste your time providing extensive background information or stating objectives over and over. Instead, you can take a different approach that allows people to learn on the go while using real-life scenarios.

The wizards are always available, too. This ensures that when employees need reinforcement of certain processes or they feel they need a complete re-training, they can access the wizards without costing you any additional money. It ensures that your employees are truly trained on Salesforce and can feel comfortable with the program. It will allow you to see more results in terms of customer relationships, too.


Merlin Guides can provide you with the higher level of employee training that you need. An interactive walk-through guide can be provided with Salesforce so that your employees know exactly what needs to be done simply by watching the tutorial. It's a quick and effective method for training.