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Drive Adoption Success and Unlock End-User Engagement
Empower end-users to adopt the #awesomeadmin solutions you create. We share and demonstrate tools available within Salesforce and tactics that help you unlock the secrets to end-user adoption success.

, Consultant, Walden Edge

Role: Consultant, Administrator, Architect
Product: Agentforce Sales, Agentforce Service
Session Level: Introductory
Available Now on Salesforce+: Watch now
  • Wednesday, Sep 132:30 PM - 3:10 PM PDT
    (9:30 PM - 10:10 PM GMT)
    Room 2011 (Moscone West, Level 2)
Session Summary by Einstein: In this Dreamforce session, Salesforce MVP Lizz Hellinga discussed the importance of driving adoption, success, and unlocking end user engagement. She emphasized the importance of feedback and the role of every individual in the adoption process. Liz shared her experiences and mistakes in the adoption process, providing insights on how to avoid them. She discussed the importance of identifying stakeholders, communicating best practices, and using Salesforce tools to increase end user adoption. Liz also demonstrated how to customize the help menu, use learning paths, and implement in-app guidance. She concluded the session by sharing resources and templates to help attendees build an effective adoption strategy.
Key Takeaways by Einstein:
  1. • The session emphasized the importance of understanding and engaging with stakeholders in the Salesforce platform, highlighting the need for clear, consistent, and up-to-date communication to build trust and drive adoption.
  2. • The speaker demonstrated how to customize the Help menu and Learning Paths in Salesforce, as well as how to use In-App Guidance to provide prompts and walkthroughs to users, helping them navigate changes and new features.
  3. • The session also highlighted the use of dashboards from Salesforce Labs to measure prompt engagement and walkthroughs, providing valuable insights into user behavior and the effectiveness of adoption strategies.

From thought-provoking sessions to hands-on workshops, Dreamforce equips you with the tools and knowledge to succeed."

Nadina D. Lisbon

CRM Enterprise Architect

NetApp

Nadina D. Lisbon