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Success Story for Lightning End User training for 1800

Customer Details

  • This customer provides IT services for applications, data, security and infrastructure on public and private cloud platforms.
  • Employees: 5001-10000

  • Location(s): San Antonio

  • Industry: High Tech

Challenges

This customer was ready to upgrade their Salesforce to Lightning and they wanted to completely leverage the new functionality. They have 1800 Salesforce users and wanted all of them to have opportunity to learn and practice on Lightning before the upgrade.
They were seeking a training that would be suitable for end users as well as power users. They suggested the trainings last 1 hour each and asked for supporting documents and tools to help with ongoing learning and adoption such as reference guides and video tutorials. 
These 1800 users are located around the world in multiple regions and time zones, and all trainings needed to take place within a 3-4 week period.












 

Solutions

Stony Point spent time with their team to determine ways to improve adoption. Stony Point planned this mass training with 3 areas in mind: curriculum; registration, trainer prep and training delivery; post-training coaching and reinforcement.

The following trainings were scheduled within a 4 week period:
  • Introduction to Salesforce Lightning for Sales Teams in North America - 63 trainings were scheduled with each training lasting 4 hours
  • Live Agent  for Lightning - 38 trainings were scheduled with each training lasting 1 hour
  • Live Agent for Lightning for Supervisors - 13 training were scheduled with each training lasting 1 hour
  • Introduction to Salesforce Lightning for Sales Teams in Europe - 14 Level 1 trainings and 11 Level 2 trainings were scheduled with both trainings lasting 2 hours
  • Introduction to Salesforce Lightning for Sales Teams in APAC - 22 Level 1 trainings and 15 Level 2 trainings were scheduled with both trainings lasting 2 hours
The trainings focused on the key features the sales team could use to immediately become more effective with Salesforce. Students learned the basics of Salesforce while focusing on the customizations made for this customer's business.  

All trainings were delivered virtually over GoToMeeting with a live instructor. Each training consisted of short segments of lecture followed by demonstration and a chance for students to practice the tasks. A sandbox (fully configured Salesforce test environment) was used so that students would learn on actual customizations and could work with familiar customer data during the hands-on practice.

Stony Point's proprietary class registration system that is built on Salesforce was used to track registration and attendance. 

Stony Point also created a reference guide for end users; the students had this guide during the training to help them follow along.

Results

176 trainings took place during a 4 week period. These trainings reached employees around the world.
Their Salesforce users were prepared for the roll-out to Lightning. During the trainings, they became familiar with the Lightning console and practiced completing tasks in Salesforce that were specific to their jobs.
Recordings of the classes are still available for a refresher course.

The Stony Point trainers received positive comments after the training:
  • Good high-level intro into the new version of SFDC. Was patient and thorough.
  • Good information, was able to understand everything presented & able to get all questions answered.

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Whatever your cloud needs are, Stony Point can help. We have worked with hundreds of companies and launched successful training, consulting and staffing projects all around the globe. Submit this form, or call us to chat live: +1 (844) 978-6697

Submit this form, or call us to chat live: +1 (844) 978-6697

Submit this form, or call us to chat live: +1 (844) 978-6697

Submit this form, or call us to chat live: +1 (844) 978-6697

Submit this form, or call us to chat live: +1 (844) 978-6697

Submit this form, or call us to chat live: +1 (844) 978-6697

Submit this form, or call us to chat live: +1 (844) 978-6697