Also available on:
In this episode of GydeBites, host Prasanna Vaidya talks with Rae Cheney about the everyday challenges employees face while working in Salesforce. Rae explains how heavy customization, too many fields, and varied sales processes can make the tool confusing and inconsistent for teams.
She shares how in-app guidance gives people the support they need at the moment they need it, while also reducing repeated questions for sales operations. Rae discusses simple ways to design clear, direct, and user-friendly guidance that actually helps people work smarter.
The episode also touches on governance, audits, and how to keep content relevant as Salesforce continues to evolve. It is a practical, insightful conversation for anyone looking to improve adoption and build a more confident Salesforce team.
What challenges do employees face using Salesforce?
How can in-app guidance help improve user adoption and productivity?
What are the best practices for designing effective in-app guidance?
What common mistakes should you avoid when implementing in-app guidance?
How to measure the success of in-app guidance and ensure it evolves with Salesforce?
Sales Technology Enablement Manager, Morningstar
With over 20 years of experience, Rae Cheney helps teams work smarter by turning complex technology into simple, actionable skills. She excels at making learning engaging and accessible for everyone. Her approach reflects a deep passion for improving processes and empowering people.
