Certinia (Salesforce) System Training Development – Global Consulting Firm
Client: Global Management Consulting Firm
Duration: December 2022 – September 2024
Role: Digital Learning Designer & Developer
Tools Used: Rise 360, Camtasia, Degreed
Project Overview: Certinia (Salesforce) training eLearning
Overview
In April 2024, a global consulting firm launched Certinia (Salesforce) to transform operations across its worldwide teams. I was engaged as a full-time contractor to design and develop step-by-step interactive guides and video training resources (Certinia (Salesforce) training eLearning) to support a smooth transition and long-term adoption of the new system within the organisation.
Working closely with Subject Matter Experts (SMEs), Project Managers, and Change Management teams, I created a comprehensive learning solution that empowered users to confidently adopt the new system and reduce the learning curve from day one.
Objectives
- Develop interactive step-by-step guides (Certinia (Salesforce) training eLearning) in Rise 360, complete with screenshots and clear instructions.
- Script and produce video walkthroughs demonstrating Certinia processes.
- Ensure accuracy and relevance through close collaboration with SMEs and project teams.
- Provide ongoing updates aligned with evolving system requirements.
- Support post-launch adoption with accessible learning resources hosted on Degreed.
Key Deliverables
- ✅ 28 interactive step-by-step guides (125 chapters)
- ✅ 45 video guides with clear demonstrations
- ✅ Style guide & templates ensuring consistency across global training materials
- ✅ Resources optimised for mobile access and on-demand learning
- ✅ Seamless integration into the learning platform
Results & Impact
- Widespread adoption: Certinia quickly gained traction across the global workforce.
- Improved productivity: Training resources reduced errors, boosted user confidence, and accelerated workflow adoption.
- Sustainable learning culture: Post-launch support, refresher materials, and accessible help channels provided continuous learning opportunities.
- High engagement: Interactive design and mobile-friendly formats encouraged self-paced learning and quick reference.
Behind the Scenes
This project reinforced my belief that training success goes beyond launch. Measuring impact, gathering feedback, and continuously refining materials were key to ensuring users didn’t just complete training — they thrived with the new system.
“Excellent training doesn’t just launch, it grows, adapts, and continues to support.”