10 Ways to Optimise Salesforce End-User Training 

By Heather Black

April 2, 2023
4 min read


Whether you are working as a solo Salesforce Administrator or Salesforce Consultant, you need to know how to lead a Salesforce Project. 

Beyond Salesforce Technical Skills, the key professional skills you need to lead a project include Business Analysis, Agile Project Management and Change Management. We teach these skills on the Supermums Consultancy Skills Course, alongside equipping our students with the right knowledge, tools and templates to confidently lead a Salesforce project. 

As part of our ‘How to Lead a Salesforce Project’ content series over the next 5 weeks, we are sharing some top tips from our Supermums Consultancy Skills Course. These include: 

This week we are talking about the 10 ways to optimise your Salesforce End User Training Strategy 

Watch this quick video to get an overview on this topic from Heather Black, CEO of Supermums and lead instructor the consultancy skills course. 

What’s covered? Here’s a summary:

  1. Explain the Why! – Explain why it is important to learn this to spark interest. Why is learning this important to the business, the team and to them personally. How is going to help them. 
  2. Create Motivation – Ways to motivate people will depend on the culture of the organisation and also different personalities. For example you could paint the picture of the future with customer success stories, creategamification using trailhead and build people’s self-esteem through learning. 
  3. Accommodate for different learning styles – Everyone has a preferred style of learning. Learning styles can include Audio, Audio Digital, Kinaesthetic, Visual. Deliver a blended training to cater for all. 
  4. Visual Learners – These type of learners prefer videos, live training, demonstrations, case studies, pictures. They want to see the system in practice. 
  5. Audio Digital Learners – These type of learners prefer manuals, reading, facts and figures. They want to know about the system. It’s credibility and see it in practice. 
  6. Audio Learners – These type of learners prefer videos, audio, live training and discussions. They want to listen live and watch replays. 
  7. Kinaesthetic Learner – These type of leaners prefer practical training, user testing scripts and sandbox training. They need to learn by doing. 
  8. Use Native In-Situ Training Resources – Setting up training tools that are embedded in the system and easy to find think Trailhead Paths, My Trailhead, Learning Paths, In-App Guidance
  9. Consider third party in-situ training and adoption tools – For example Improved apps, Spekit, Walk-me, Whatfix, Skuid.
  10. Evaluation Success – The success of a training strategy is dependent on assessing whether the end-user adoption analytics are as expected? Ask for feedback on the training and host a follow up session for reflective learners in case they have any questions. 

Empower yourself by signing up to our four-month Consultancy Skills Programme starting in May. The course equips you with Business Analysis, Agile Project Management, Change Management and Coaching Skills. Find out more here

How confident are you to lead a Salesforce project?

Benchmark your skill set with this FREE QUIZ

Get Confident to lead projects with our Salesforce Consultancy Skills Course

If you want to lead Projects confidently then find out more about our 12 week Consultancy Skills Course where you can build your career with an industry recognised certification, and get the skills, confidence and mindset of a Salesforce consultant.

  • 3 month programme with 12 months access to materials.
  • Group coaching, mentoring and one to one support.
  • Receive full employability support.
  • Available in EMEA, USA, Canada and ANZ.
  • Payment plans available.

The next cohort starts on the 2nd May 2023. The deadline to enrol is the 23rd April. 


Written By:

Heather Black
Heather is the founder of Supermums Recruitment and Training. With an extensive background in Salesforce Consultancy, Career Coaching and Training she is passionate about empowering people with the right skills, attributes and knowledge to be successful in their career.

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