Get the Basics
Watch this video and take a trail to get basic strategies for managing change in your organization.
Take a Trail
Conduct a Stakeholder Assessment
Use this toolset to understand who in your organization will be impacted by change.
Virtual Group Discussion
Join a virtual interactive group discussion facilitated by a Salesforce expert. Learn and share best practices with other customers.
Plan and Prepare Your Organization
Review best practices and resources to ensure your organization is ready for the next scheduled maintenance or product release.
Craft Your Release Strategy
Explore highlights from the latest release and create your own release plan.
Conduct a Change Readiness Assessment
Take the pulse of your audience to identify barriers and risk to adoption.
Conduct a Change Impact Assessment
Prioritize and develop a plan to proactively prepare users to adopt key functionality and processes.
Communicate the Plan
Watch this video on an effective communication strategy to help users prepare for change.
Create a Communication Plan
Use this template to plan out a detailed communication strategy.
Need More Help?*
Work with a Success Specialist for recommendations on how to transform your business with powerful collaboration.
*Offered to Premier customers only – learn more about Success Plans