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You're reading from  Salesforce Sales Cloud – An Implementation Handbook

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Published inApr 2024
PublisherPackt
ISBN-139781804619643
Edition1st Edition
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Kerry Townsend
Kerry Townsend
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Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend

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Developing your Training Plan

In Chapter 2, Preparing for Success, we learned about the role of a Training Plan and what it would typically include. In this session, we are going to explore how to create a plan for your specific user case. Your organization may have a process or template they use for planning training. If so, you should consider adopting those. If not, you can use the planning approach covered here.

As we learned in Chapter 2, although the format of Training Plans may vary, they contain a core set of information that describes what they aim to achieve and how they are going to achieve it. The initial steps to create a plan are as follows:

  1. Define and agree on the objectives.
  2. Gather information to confirm training needs.
  3. Design the training program.
  4. Identify resources.
  5. Create the materials.
  6. Communicate the plan.
  7. Prepare to deliver.
  8. Monitor progress.

To develop your plan, you will need to gather information. The following...

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Salesforce Sales Cloud – An Implementation Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781804619643

Author (1)

author image
Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend