A nonprofit has high staff turnover in several key roles that use Salesforce. The nonprofit needs to improve training and adoption of Salesforce to…

To improve training and adoption of Salesforce, the following standard Salesforce tools can be highly

effective:

In-App Guidance (B):

This feature allows administrators to create and customize prompts and walkthroughs that appear

directly within the Salesforce interface. In-App Guidance helps new users learn how to use Salesforce

by providing contextual help and tips.

myTrailhead (D):

myTrailhead is a customizable learning platform that allows organizations to create their own training

content. It provides a self-paced learning environment where new staff can access and complete

training modules specific to the nonprofit's Salesforce setup.

Steps to Implement:

Set Up In-App Guidance:

Navigate to Setup -> In-App Guidance.

Create prompts and walkthroughs tailored to the nonprofit's processes.

Deploy myTrailhead:

Customize and publish training content on myTrailhead.

Encourage staff to complete the training modules to improve their Salesforce skills.

Reference:

Salesforce In-App Guidance Documentation

Salesforce myTrailhead Documentation