Unlock Salesforce user success with Christine Stevens on the Salesforce Admins Podcast. Discover user management keys and documentation importance …
Here are highlights from article Christine Stevens on User Management – Salesforce Admins
Key Takeaways from the Salesforce Admins Podcast with Christine Stevens:
1. Start with documentation:
– Solid onboarding process begins with good documentation.
– Clear process flows help new users understand and follow the right steps.
– Provide multiple ways of presenting information, such as flow charts and step-by-step lists.
2. Good documentation tells a story:
– Use industry-specific terminology that makes sense for your users.
– Make it easier to follow and update.
– Focus on what users need to do, even if the Salesforce processes change.
3. Adapt existing technical documentation:
– Save time by adapting existing documentation to fit with Salesforce.
– Leverage the thought put into documenting key business processes.
4. Empathy and patience:
– User adoption requires empathy and patience.
– Listen to users and address their concerns.
– Understand that change can be challenging for anyone.
5. More insights from the podcast:
– Managing permissions and upcoming features in Winter ’24.
– How Christine reverse-engineered an abandoned Salesforce instance.
Note: The article provides key takeaways from a podcast episode featuring Christine Stevens, a Senior Salesforce Consultant, discussing the importance of user management and documentation in Salesforce administration.
You can read it here: https://sfdc.blog/HDHHn
Source from admin(dot)salesforce(dot)com