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standardize_processes

Standardizing the Process within your Organization

Finding ways to standardize how your organization operates is a key factor in its success. To get the biggest impact, you need to build consistency across teams and ensure that everyone is doing their part to move in the right direction. Proper processes can help you get there, but only if people know how to follow them.

In this example, we'll take a look at things from the perspective of an ops professional who is trying to teach their organization how to follow the proper process for a task in Salesforce.

1. Operations teams can scale process standardizations with iorad tutorials

2. The first step is to open Home | Salesforce and click highlight

3. Scroll up and click New Case

4. Scroll up and click Sen Adams

5. Scroll up and click New

6. Type Subject and Press Tab

7. Type Description

8. Click highlight

9. Click 00001038

10. Click highlight

11. Click highlight

12. That's it. You're done.

Here's an interactive tutorial

https://www.iorad.com/player/2356391/Operations---How-to-standardize-processes