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Onboarding Documentation

PDF’s

  • Add Fields to Page Layout List Views

Excel Documents

  • Technical Discovery – Playbooks for SFDC

Videos

  • Cadence Best Practices
  • Create Email Templates and Plays
  • Salesforce Config: Page Layouts, List Views, & Enrollment Reports
  • Review and Set Up Playbooks Activity Reports
  • Complete Playbooks Platform Settings
  • How Reps Can Add Records to Playbooks

Word Documents

  • Launch Week Agenda – Remote
  • Playbooks Design Session
  • Playbooks for SFDC Test Plan
  • Playbooks New User Checklist
  • Sales Process Discovery
  • Z. Playbooks for MSFT Test Plan

PowerPoint Presentations

  • Best Practice Play Instructions
  • Cadence Best Practices
  • Playbooks for SFDC – Manager Training
  • Playbooks for SFDC – Onboarding Kick-Off
  • Playbooks for SFDC User Training – Foundations + Adv Playbooks
  • Playbooks Onboarding Review
  • Z. Playbooks for MSFT – Manager Training
  • Z. Playbooks for MSFT – Onboarding Kick-Off

Play Files

  • Play File – Pre-built Best Practice Cadence – LinkedIn Basic Users
  • Play File – Pre-built Best Practice Cadence – LinkedIn Team License Users
Note: To save a Play File to your computer, click one of the links above. Then, on the new page, right-click and select Save as… You will need to change the extension from “.txt” to “.play” when saving.
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