Pre-go-live training plan and pilot rollout
Key Takeaway
Train each role on its daily scenarios, and start an AI agent with a small, controlled pilot before you expand gradually.
A pre-go-live training plan makes sure each group of users learns what it needs before and after launch. A pilot rollout puts a new solution, such as an AI agent, in front of a small, controlled group of users first, then expands gradually. Together they reduce disruption and drive adoption, because a lack of training lowers productivity, erodes trust, and hinders long-term adoption.
Training strategy
A training strategy comes before the training plan. The strategy should do three things:
- Set expectations for how and when users use Salesforce.
- Explain how success will be measured.
- Answer how users benefit from the new way of working.
Answering "What's in it for me?" is possibly the most important part of the training strategy, because it is key to user adoption. Show users the efficiencies the new system brings to their own jobs, for example automatic follow-up reminders or using the mobile app on the go.
Be transparent about how success will be measured, so users are not blindsided by the metrics that management reports. Make it clear that work not recorded in Salesforce does not count, which makes data quality and completeness a priority.
Revisit the training strategy over time as the company grows and changes.