---
title: Agility Recovery — Storyline Interactive Click-Throughs (Salesforce & SalesLoft)
type: article
created: '2025-10-24'
updated: '2025-10-24'
source_docs:
- raw/2025-10-24-agility-recovery-rise360-course-review-96694264.md
tags:
- agility-recovery
- storyline
- salesforce
- salesloft
- interactive
- e-learning
- instructional-design
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Agility Recovery — Storyline Interactive Click-Throughs (Salesforce & SalesLoft)

## Overview

As part of the broader [[wiki/clients/agility-recovery/_index|Agility Recovery]] onboarding training program, a dedicated Articulate Storyline course is planned to provide hands-on, interactive click-through training for the two primary sales tools used by Agility's team: **Salesforce** and **SalesLoft**. This module is separate from the Rise360 course content and requires coordination with Agility's internal tech stack owner.

## Scope & Purpose

- **Format:** Articulate Storyline (interactive click-through simulations)
- **Target Tools:** Salesforce and SalesLoft
- **Goal:** Give new hires (primarily AEs and CSMs) guided, hands-on practice navigating the tools they will use daily — without needing live system access during onboarding
- **Audience:** Sales and customer-facing roles (AE, CSM, Recovery Manager, Tech Services)

## Key Decisions

- Salesforce and SalesLoft were confirmed as the two priority tools for Storyline click-through development (other tools may be added later but were not scoped in this session)
- Gus Donelson acknowledged limited familiarity with Storyline's authoring process and deferred to Agility's internal **tech stack contact** to guide content decisions and provide source assets (e.g., screen recordings, workflow documentation)
- The tech stack contact may already have existing recordings or documentation that can seed the Storyline builds

## Dependencies & Blockers

| Item | Owner | Status |
|---|---|---|
| Introduce tech stack contact to Asymmetric team | Gus Donelson | Pending |
| Kickoff call with tech stack contact | Mark Hope + Gus | Not yet scheduled |
| Source assets (screen recordings, workflow docs) | Agility tech stack contact | Unknown — to be assessed at kickoff |

## Action Items

- [ ] **Gus Donelson** — Connect Asymmetric team with Agility's tech stack person to initiate Storyline kickoff for Salesforce/SalesLoft modules
- [ ] **Mark Hope** — Coordinate kickoff call once tech stack contact is introduced; assess available assets and define click-through scope per tool

## Production Notes

- Storyline click-throughs typically require more lead time than Rise360 content due to the need for screen-capture assets, branching logic design, and iterative QA
- If the tech stack contact has Loom or Zoom recordings of tool walkthroughs, these can accelerate the scripting and simulation-building process
- Consider scoping one tool at a time (e.g., Salesforce first) to allow for a pilot build before replicating the approach for SalesLoft

## Related

- [[wiki/clients/agility-recovery/_index|Agility Recovery Client Overview]]
- [[wiki/knowledge/elearning/agility-recovery-rise360-course-restructure|Rise360 Course Restructuring]]
- [[wiki/knowledge/elearning/agility-recovery-sizzle-videos|Agility Recovery Sizzle Videos — Leadership Welcome & Day in the Life]]
- [[wiki/meetings/2025-10-24-agility-recovery-rise360-course-review|Meeting Notes — Rise360 Course Review (2025-10-24)]]