During the 2026-01-30 SOAR course review, the team identified a critical usability failure with the current Salesforce training module and agreed to pivot to a new delivery approach. The embedded Storyline block inside Rise 360 renders too small to be usable on laptops — the primary device for Agility Recovery's sales team. Two replacement options were scoped for evaluation.
See also: [1] | [2]
The Salesforce simulation was built as a Storyline block embedded within a Rise 360 course. When viewed on a laptop (the standard device for Agility Recovery reps), the block renders at a fixed, unreadable size. Gus Donelson confirmed his team could not evaluate the content — he "just clicked until it told me I had to move on to the next thing."
"I can't even say it was good, bad, or otherwise because I just couldn't see it." — Gus Donelson
The same embedding issue affected the Co-pilot module (resolved separately — see [3]).
The current approach is unworkable. The team agreed not to invest further effort in the embedded format. Two options are being evaluated in parallel before committing to a final approach.
Rather than embedding Storyline as a block inside Rise, the Salesforce training would be delivered as a standalone Storyline SCORM module — published and launched independently, filling the full browser window.
Hypothesis: The readability issue is caused by the embedding constraint, not Storyline itself. A standalone module may resolve it entirely.
Actions:
- Isalia to test whether a standalone Storyline publish resolves the scaling/readability issue and report back to Gus
- Gus to download the Salesforce SCORM file and send to a former designer contact and his wife's LMS admin for independent assessment of the scaling behavior and recommended approach
Status: Under investigation — results expected before the Feb 6 check-in
If standalone Storyline does not resolve the issue, the Salesforce training would be rebuilt as a series of short screen-capture videos embedded in the existing Rise course structure.
Design constraints agreed upon:
- Videos must be ~2 minutes maximum — no long-form recordings
- Cursor visibility must be ensured during click-through demonstrations (e.g., navigating to Settings)
- Content should remain chunked and digestible; learners may need pause points to practice steps
Actions:
- Isalia to draft a multimedia outline for the Salesforce training, structured in 2-minute segments, with cursor visibility considerations noted
- Share outline with Gus for review before production begins
Rationale from Gus: "I just sat through a 30-minute video for this new cyber product. I don't want to do that to anyone, ever." Short, focused clips are non-negotiable.
| Factor | Standalone Storyline | Video-Based |
|---|---|---|
| Interactivity | High (click-through simulation) | Low (passive viewing) |
| Readability risk | Unknown until tested | Resolved by design |
| Production effort | Lower (existing build) | Higher (re-record + edit) |
| Learner experience | Preferred if it works | Acceptable fallback |
| Timeline | Faster if viable | Longer |
The team will default to Option 1 if the scaling test passes. Option 2 is the confirmed fallback.
Gus noted that Mark Hope had originally advocated for a multimedia/video approach before the Storyline path was chosen. The team is now open to revisiting that direction without relitigating the original decision — the priority is getting usable training delivered.
| Owner | Action | Due |
|---|---|---|
| Isalia Ramirez | Test standalone Storyline scaling; report result to Gus | Before Feb 6 |
| Gus Donelson | Download SCORM; send to designer contact + LMS admin for advice | Before Feb 6 |
| Isalia Ramirez | Draft video-based outline (2-min chunks, cursor visibility) | Before Feb 6 |
| Both | Review findings and select final approach | Feb 6 check-in (Thu 9:30 AM CT) |