Adopt - Salesforce essentials

Onboarding new employees into Salesforce can be overwhelming. From learning how to create accounts and leads to navigating the interface and managing approvals, there is a steep learning curve.

Problem

Static documentation often fails to engage learners or answer real-time questions, which leads to delays, errors in CRM data entry, and inconsistent sales operations. New users often feel lost and unsupported when trying to perform even basic tasks.

Solution

This targeted set of interactive, step-by-step guides provides hands-on, step-by-step assistance for the most essential tasks new employees need to master. With visual walkthroughs, embedded instructions, and real-time prompts, these guides help users complete critical workflows accurately and independently.

The interactive format fosters learning by doing, reducing onboarding time and improving user confidence from day one.

Benefits and outcome

By implementing the "Adopt - Salesforce essentials library pack" you:

• Empower new hires to navigate Salesforce in a proficient manner.

• Reduce the reliance on co-workers for simple guidance issues.

Getting started with "Adopt - Workday essentials" solution:

Configure and start using your packs by following these links:

• Usage guide: Adopt - Salesforce essentials for standard users.

• Configuration guide: Adopt - Salesforce essentials only accessible to users with an administrator role.