Knowledge
Make Salesforce easier for your team
Practical articles on Salesforce user adoption, getting answers from your data, and helping everyday users get more from Salesforce.
- For Salesforce admins and team leadsSalesforce user adoption plan: a 30-60-90 day templateA Salesforce user adoption plan doesn't need to be a big document. Here's a 30-60-90 day template you can copy, the numbers worth tracking, and why most plans stall.
- For nonprofit leaders and Salesforce adminsChoosing an Agentforce implementation partner for your nonprofitChoosing an Agentforce partner is a big decision for a nonprofit. Here's what to look for, what to ask, and how to tell whether you need an implementation at all.
- For Salesforce admins and leadersDigital adoption platforms for Salesforce: WalkMe, Whatfix, or something simpler?Digital adoption platforms guide people through Salesforce step by step. Here's what they do well, what they cost, and when a simpler way to get answers fits better.
- For Salesforce admins and leadersWhat is Agentforce Assistant? What it does, what it costs, and a simpler optionAgentforce Assistant is Salesforce's AI helper for employees, formerly Einstein Copilot. Here's what it does, what it costs at list price, and when a simpler assistant fits better.
- For nonprofit leaders and development teamsDo nonprofits need Agentforce?Most nonprofits don't need an AI agent platform. They need their team to find answers in the Salesforce they already have.
- For leaders and Salesforce adminsHank vs. Agentforce: an honest comparisonBoth put AI inside Salesforce. They're built for different jobs, priced differently, and take very different amounts of work to set up.
- For small business owners and Salesforce adminsAgentforce (formerly Einstein Copilot) for small Salesforce orgs: is it worth it?Salesforce's AI assistant, once called Einstein Copilot, is now part of Agentforce. For a small org, the real questions are cost, setup, and what your team actually needs.
- For nonprofit leaders and development teamsHow nonprofits can make Salesforce easier for fundraising teamsFundraisers should spend their time with donors, not learning Salesforce. Here's how to make that possible.
- For anyone who uses SalesforceSalesforce reports vs. asking your data a questionReports are great for what you track every week. Most everyday questions don't need one.
- For leaders and Salesforce adminsHow to improve Salesforce user adoption without more trainingTraining has its place, but it's rarely what's missing. These practical steps make Salesforce easier to use day to day.
- For leaders and Salesforce adminsWhy Salesforce user adoption is so difficultAdoption rarely fails because Salesforce can't do something. It fails because everyday people can't easily get what they need from it.
Looking for how-to help with Hank itself? See the training guides.