Step by Step

Listen, we love Trailhead and often point some of our training classes to different modules for supplemental information. But, in our opinion, it’s not ideal for setting up a Salesforce org from the outset.

Think of Trailhead as a massive textbook on Salesforce. In comparison, Launchpad is the answer guide to the test. While Trailhead certainly has good information sprinkled throughout it, it is designed to educate individuals that want a career in Salesforce as opposed to helping companies implement Salesforce. Launchpad provides the exact steps in easy to follow video guides to get Salesforce up and running for your company in the most efficient manner possible.

There are a total of 25 lessons covering the key topics, from how to login, how to create custom Profiles, how to set up your main Sales Objects, to how to create Reports. The lessons span from 3 ½ minutes to almost 19 minutes. Most are less than ten minutes. There are two additional videos, an introduction and a conclusion. You could watch the entire series in a day or two.

Now how long it will take you to set up your Salesforce is entirely up to you, and to some degree your team, and how much time and attention you want to devote to this project. But it is not unreasonable to suggest that one could set up their Salesforce correctly within a week if they dedicate themselves to the task.

The majority of the lessons in the Sales Cloud course are made for both B2B and B2C companies. However, there are several specific lessons that are needed for B2C companies and we are currently producing those videos with hopes to release them in early 2021.

We have several full courses and one-off lessons that we are currently producing. You can expect new content to be available every month.

It depends on the level of custom consulting you need, but we are happy to discuss that with you and provide a quote. If we aren’t the best fit for your needs, we can certainly introduce you to one of our partners that specializes in what you need.

Not at all. We designed Launchpad for people that have never used Salesforce or any other CRM. We walk you through every step so you understand what to do and exactly how to do it.

If you can figure out how to use Microsoft Word and Excel, then you can follow the step-by-step videos of Launchpad to setup Salesforce.

Whomever at the company will “own” Salesforce is who should be directly involved and going through the videos on Launchpad. If you have other employees that will need to own parts of Salesforce you can certainly buy access to Launchpad for them as well. As the Salesforce administrator works through the Sales Cloud course they will need to consult with the Sales leader at the company (which is sometimes themselves), and possible selected members of the sales team, in order to ensure Salesforce is set up to satisfy all the needs.

Well, there’s enough information in Launchpad that after going through the course, we feel that you would certainly be equipped to provide your teams with the basic fundamentals of Salesforce from an end-user perspective. In fact, there are several lessons that have less to do with the setup of Salesforce and more with what an end-user needs to know that would be worthwhile for your teams to view. And as discussed earlier, additional lessons aimed directly towards Sales and Service Managers and Salespeople are in the works.

Of course, we are more than happy to discuss a broader, more customized Salesforce training program for your teams, no matter where in the world they are located. We are a Salesforce Training company, afterall!

In order to set up Salesforce, a “Quick Start” or “Jump Start” package, which is what you will do yourself with Launchpad, is generally $5,000 when purchased from a consulting firm. On top of that, if you need any changes outside of the scope of the Quick Start, most reputable consulting companies will charge an average of between $160/hour and $200/hour, and that is if they even offer ad hoc support, which many tend to shy away from. The beauty of Launchpad is that by going through the entire program yourself, you’ll be in a far better position to solve many of the ongoing issues presented by Salesforce yourself without any external guidance. You can clearly see the benefits of Launchpad when looking at these numbers.

Well, you could certainly attempt to pass the exam. But, in our opinion, you still wouldn’t know enough. There are questions on this exam that cover areas that we frankly do not cover in this course, on purpose. This course is designed to get you a ready-to-go working version of Salesforce that reflects your company’s business processes, not to prepare you to pass the Admin Certification.