Understanding Your Learning Levels

Many organizations often find themselves unaware of their own knowledge gaps: which of the three learning levels do you identify with?

With Salesforce continuously expanding its range of features, it can be challenging for many users to stay updated on the latest advancements. The key is to cultivate a mindset of curiosity that fosters ongoing learning within your team. Reflect on the following three levels of learning as outlined by Lolly Daskal:

Level One: Aware Knowledge

You are confident in your processes and procedures, effectively leading your team. You understand your strengths but recognize there are minor gaps to address.

Level Two: Recognizing Knowledge Gaps

You realize there are connections you have yet to make. Although you acknowledge your limitations, you are equipped to define the issues and identify the necessary resources to overcome them.

Level Three: Uncharted Knowledge

You acknowledge the need for growth beyond familiar practices, yet feel lost. The path forward requires exploration and the willingness to navigate unfamiliar territory.

If you find yourself at either Level Two or Level Three concerning Salesforce capabilities, consider implementing the following strategies to enhance your learning experience:

• For Your Salesforce Team: Encourage team members to share one new best practice each month. Learning from each other's experiences can significantly enhance the quality of your Salesforce processes, configurations, and development.
• For Your End-Users: Provide monthly updates on existing features. This not only reinforces their understanding but also boosts user adoption levels unexpectedly.
• For Senior Management Teams (SMT): To maximize your Salesforce investment, engage with your teams at least three times a year before major Salesforce releases. Understanding new features helps align them with your strategic goals, creating a win-win scenario where both your organization and your team benefit from the learning experience.

Navigating the unknown in Level Three can be precarious; therefore, businesses must embrace a culture of learning. Empowering your teams to explore and learn alongside you is crucial.

For further insights on how Advisedly Optimize can assist your organization in establishing a culture of ongoing improvement and technical proficiency within your Salesforce platform, feel free to reach out for a conversation!

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