Salesforce Learning Tab

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Overview

One of the most underutilized and unknown aspects of Salesforce is the Learning tab located on the Home Dashboard in Evolve ATS. The Learning tab provides users with the ability to quickly see the learning modules and courses clients have completed or registered for, using filters that allow the user to specify whether they want to view information for every client, a single company, or individuals within a single company. Each filter is a drop-down tab lining the top of the page.

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The Learning Dashboard provides many helpful features, including:

  • Learning records dating back to 2021
  • Interactive charts to help you drill down to more specific information by clicking data
  • Company and individual records detailing Course, Enrollment Date, Completion Date, Last Activity Date, and % of Courses Completed

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