wiki/knowledge/elearning/agility-recovery-storyline-salesforce-salesloft.md · 418 words · 2025-10-24
Agility Recovery — Storyline Interactive Click-Throughs (Salesforce & SalesLoft)
Overview
As part of the broader [1] 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