Salesforce Feature to track trainer qualification

Technology & Business Perspectives

Salesforce Feature to track trainer qualification

    In today’s world, it has become common for people, irrespective of educational background and qualification or experience, who are interested and are willing to learn something new, first to opt for a virtual session (a webinar) to know the basics. If they find it interesting, they enrol for the complete program. This mode of learning has become so popular among public that it becomes important to engage the audience in the virtual session and it is all in the hands of the Trainers to ensure that they go on to enrol for the complete program.

    Trainers provide the overview of any concept and the required information, give proper guidance, address any clarifications needed and provide any solution that is required to ensure that the registrant can take an informed decision. This essentially means that the trainers not only have an expert understanding of the subject, but they also have the required soft skills.

    Any organization who have a need to train, either their own employees or provide this as a service to outsiders, should have a convenient way of tracking the expertise and experience levels of all the trainers to ensure the best among the available are deployed for any program. Combined with keeping track of programs offered, scheduling, registrations and other related information including fee becomes a mammoth task.

    Here is where Salesforce helps in making this task a breeze.

    Geval 6 Inc, which has the expertise in Salesforce, has configured Salesforce to create a special feature called Trainer Qualification Tracking. This feature helps in tracking the expertise and capability levels of trainers for various LMS courses. It will help the decision makers to decide on which trainer is best suited to handle which courses.

    Highlights of this feature

    • Comprehensive information about the Trainers and training history will be captured from various sources and maintained in a single platform.

    • Understand the Trainers area of interests and suggest methods for upskilling.

    • Detailed level of Learning Plan will be developed for the trainer.

    • Make learning plans visible to trainers, listing training activities, showing the status of each activity giving a clear roadmap towards completion.

    • Automated flows for Session creation and participants enrolment.

    • Automatic initiation of payment to the Trainers.

    • Credits and completion rate for the trainers.

    • Maintaining validity of the instructor qualification (or certification) and delisting of the trainer when it expires.

    Benefits of this feature

    • Internal and external users will have visibility to the Trainer’s qualifications.

    • Track and validate a Trainer’s qualifications to complete a course.

    • Credits will be awarded upon completion of the training course.

    • On completion of a training activity in the course, a workflow will automatically be initiated to get the necessary approvals for payment as well as provide tracking of payments to be made.

    Tracking Mechanism

    • A 'Qualification page' will be established - an object related to the trainer to track the status and progress which is Controlled by Lead Associate and available to the Trainer.

    • Establish various Training Entities - Training process, Evaluation for Trainer to qualify for a specific course, Training types, Progress tracking of training courses.

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Geval6