Elena Estelle: Learning Experience Design

Elena Estelle: Learning Experience DesignElena Estelle: Learning Experience DesignElena Estelle: Learning Experience Design
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Elena Estelle: Learning Experience Design

Elena Estelle: Learning Experience DesignElena Estelle: Learning Experience DesignElena Estelle: Learning Experience Design
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Stakeholders Were Panicking. I Had One Shot to Fix It

SALESFORCE – certification slump

1st Challenge

 

Salesforce launched a global partner certification program, some of our niche programs had less than 20% partners passing the exam.

2nd Challenge

The Partner Enablement team was responsible for developing all partner training, while a separate team created the certification exams. Due to strict guidelines, learning designers were prohibited from “teaching to the test."

3rd Challenge

3rd Challenge

After the first rollout, partners were failing the exam. Stakeholders were eager to understand why. Direct feedback pointed to the training—but there was a critical nuance: our curriculum was never intended as certification prep. It was designed as a high-level overview, assuming learners brought existing industry knowledge to the table.

Intentions

The Solution

3rd Challenge

We needed to communicate this clearly during registration to set expectations. Still, stakeholders urged us to adapt the training to help partners—especially those new to the industry—gauge their skillset and identify knowledge gaps before attempting the exam.

The Solution

The Solution

The Solution

Alignment between learning design and certifications. I discovered a strategic workaround by analyzing the Job Task Analysis (JTA) used by the certification team. Inside the JTA, I found enabler criteria—behavioral indicators and conditions that define successful task performance on the exam.

Approach

The Solution

The Solution

Using this insight, I led a redesign of our training approach that helped partners build real-world skills aligned with exam expectations—without teaching to the test. 


We focused on:


Clear, behavior-based learning objectives


Scenario-driven lessons that activated prior knowledge


Practice conditions that mirrored real exam demands in a UAT test environment


This empowered learners to self-assess, close knowledge gaps, and show up prepared—while keeping our content policy-compliant.

Task Example: Configure Product Schedules for Manufacturing

Primary Task

Configure product schedules to support manufacturing-specific sales and fulfillment workflows.

Sub-tasks

  1. Identify when quantity or revenue schedules are appropriate based on product type and delivery model.
  2. Set up schedule types and frequency in Salesforce.
  3. Associate schedules with products and opportunities.
  4. Validate that schedules align with manufacturing lead times and delivery expectations.
  5. Troubleshoot schedule-related issues in opportunity forecasting or revenue recognition.

Learning Objective

Learners will be able to:

Configure and validate product schedules in Salesforce to support manufacturing-specific sales workflows, using appropriate schedule types and frequencies based on business requirements.


Behavioral Conditions:

  • Given a manufacturing product with a multi-phase delivery model
  • With access to Salesforce setup and opportunity records
  • Learners must configure a quantity schedule that reflects production lead times and delivery intervals


Degree of Mastery:

  • Learners must complete the configuration without errors
  • Validate that the schedule appears correctly in the opportunity record
  • Identify and resolve any misalignment with forecasting expectations

Sample Exam-Style Question (Behavior-Based)

Question:

A manufacturing partner sells industrial equipment that is delivered in three shipments over six months. Each shipment includes a portion of the total quantity. As a Salesforce Admin, how should you configure the product schedule to reflect this delivery model?

Options:

A. Create a revenue schedule with monthly intervals over six months

B. Create a quantity schedule with three installments over six months

C. Add three separate products to the opportunity with different delivery dates

D. Use a revenue schedule with one installment and adjust the delivery dates manually

Correct Answer

B. Create a quantity schedule with three installments over six months


Explanation:

Quantity schedules are used when products are delivered in multiple shipments. This configuration aligns with manufacturing delivery models and supports accurate forecasting and fulfillment tracking


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