Train the Trainer Overview
The Salesforce Anywhere Train the Trainer program is designed to prepare trainers to successfully train on Salesforce Anywhere Documents and Notifications.
The Salesforce Anywhere: Documents and Notifications program covers how to-
Populate templates in Salesforce
Insert Salesforce Live Apps
Salesforce Anywhere Chat in Lightning
This program provides a webinar to get you started, templates, scripts, and ongoing resources. Keep reading to start the program now!
Step 1: Train the Trainer Webinar
The first step towards becoming a Salesforce Anywhere trainer is watching how the Education Team at Salesforce train on this material. This session will show you not only what to train on by how to best set your team up for success with Salesforce Anywhere.
This 40-minute webinar covers:
Step 2: Train the Trainer Templates
Now that you have watched the webinar and understand best practices, it’s your turn! Step two is to review, customize, and prepare to train using this training deck and script. These templates are designed for the Salesforce Anywhere Train the Trainer program. They are a great starting point for your own training session but feel free to customize as needed to meet the needs of your use case and team.
This template is a slide deck template for you to use during this training. Make a copy of the slides and customize them for your team.
This template is a detailed training script that provides the step-by-step details you need to successfully train on Salesforce Anywhere.
Optional: Salesforce Anywhere Mobile App Training Resources
If you are also training your team on the Salesforce Anywhere Mobile App for chat and alerts these optional resources are for you. You can use this video path and webinar as guidance to create your own supplemental training content for your team or simply provide this content to them as a follow up to your documents and notifications session.
This video path walks you through how to use each tab of the Salesforce Anywhere mobile app and shows the seamless experience with the mobile app and Lightning.
This webinar covers what your team needs to know to get started with Salesforce Anywhere mobile app for chat and alerts. Use this as a guide to add the mobile app to your training experience.
Step 3: Train the Trainer Ongoing Resources
Congratulations you are now ready to start training your team on Salesforce Anywhere Keep the learning going with our ongoing resources.
This hub houses all our webinars, on-demand videos, and other learning content.
This help site is where you can find our knowledge articles and technical documentation
Join this live Q&A session to speak with a product expert.
Join the live session of this session to see training in action.
Join this session quarterly to stay up to date on all the new features launched each quarter. This is a great way to ensure your script is always up to date.
Share your experience
Once you have completed the Train the Trainer program we would love feedback on your experience.