Demonstrate expertise in developing learning modules for a software platform. This assignment was to create a 7-10 minute elearning course in Rise about the salesforce opportunity feature. I needed to use the 5 provided lesson titles, create a navigation guide, and include a knowledge check. Aside from that, the goal was to show creativity, analysis, planning, design, and development.
I began with an analysis of the topic and researched Salesforce and other sources. I used Salesforce TrailHead to learn how opportunities are typically used by sales teams in their workflow.
During the planning stage, I signed up for a trial of salesforce.com so I could use the technology first-hand. I drafted an outline of each lesson with bullet points that covered key information. I considered cognitive load and ensured the information in each lesson supported the learning objective.
For the design stage, I knew I wanted a mix of screenshots and videos. I choose a shade of blue that was similar to Salesforce for the design and used it to add call-outs to my screen capture. I recorded and edited the video with a Camtasia trial, and kept it brief. I created flashcard graphics with Canva.
As I developed the finished draft in Rise, I clarified points from the outline and added visual elements. Initially, I had scripted a branching scenario but decided against it in favor of a short, scenario-based quiz. I added the interactive navigation guide as a final step.
The project was completed in 2 days for the assignment. From there, I made minor edits based on user feedback. If implemented in a company, the outcome would be that sales employees understand how and why to use salesforce opportunities as part of their workflow.