Salesforce, sales reps
Convert a lead
Account name, Opportunity name, Converted status, Record owner, then Convert.
SOLUTIONS / CRM AND SERVICE
Train people on your org, not the standard one.
Vendor training teaches the standard product. Your reps and agents work in your page layouts, your required fields, your stages and your assignment rules. Record the task in your own org and they practise exactly what they will do on Monday.
- Salesforce
- ServiceNow
- HubSpot
The tasks people have to learn
ServiceNow, service desk agents
Resolve an incident
Assignment group, State, Resolution code, Resolution notes, then Resolve.
HubSpot, sales and RevOps
Create a deal
Deal name, Pipeline, Deal stage, Amount, Close date, then Create.
What changes, and how often
The platform changes on the vendor's calendar, and your admins change the configuration on theirs, often every sprint.
| Salesforce | Three releases a year: Spring, Summer, Winter |
|---|---|
| ServiceNow | Two family releases a year |
| HubSpot | Continuous updates |
From your org to a pass mark
- Capture
Click through the task in a sandbox with the Chrome extension, or upload the recording of the enablement session.
- Demo
A narrated walkthrough on your layouts, with the reason each required field exists.
- Practice
New reps and agents do the task in a safe copy, with hints, instead of in front of a customer.
- Evaluate
A scored run before someone gets their first queue or their first territory.
Where it lands
In your LMS as SCORM or xAPI, or shared as a Recourse link in the enablement channel. With live SCORM, a layout change reaches every copy without a re-upload.
How live SCORM worksQuestions people ask
- How is this different from Trailhead?
- Trailhead teaches standard Salesforce and is free. Recourse teaches your org: your page layouts, fields, stages and automation, from a recording of your own sandbox.
- Can Recourse build ServiceNow training simulations?
- Yes. Capture the task in a ServiceNow instance with the Chrome extension, or upload a recording, and Recourse produces a simulation with Demo, Practice and Evaluate modes.
- What happens when our admins change a page layout?
- Re-capture the step that changed and regenerate. The rest of the simulation stays as it was.
Free for 30 days
Turn your next recording into practice.
Capture a task in Chrome or upload a recording you already have, and get a simulation people can practise, in minutes. Every feature included for 30 days.