Click New on the Coaching page to create a new coaching space.
No default list views are defined. You should create your own filters (such as My Coaches, People I Coach) that are suitable for your organization. For more information about creating list views, see the Work.com: Coaching - Create Custom List Views Knowledge article in the Salesforce Help.
2. Display and Edit Coaching Details
Click on any coaching space to access the detail page for that record.
From this page you can:
Click Show Feed to see the feed related to a coaching space. Your administrator must enable Chatter feed tracking to display the feed.
Access the goals, metrics, activities, notes, and attachments related to a particular coaching space. This page shows the metrics owned by the person being coached. However, metrics related to committed goals will no longer be displayed out of the box.
Set coaching spaces to inactive when they’re no longer useful. This retains the record history, and the coaching space can also be reactivated anytime.
3. Coaching Feed
Each coaching record has an associated Chatter feed. You can access the private Coaching feed on the coaching detail page. Users automatically follow their coaching spaces and see updates in other places (such as on mobile or the Chatter tab). Users can unfollow coaching spaces, if necessary.
Administrators can also customize the coaching feed with custom actions. For example, custom coaching actions can help focus the conversation by asking the coach to record progress on the sales pipeline, obstacles, and next steps.
4. Coaching Activities
Coaching activities allow you to track tasks and events for coaching, just like you can with other standard objects like Accounts and Opportunities.
Tasks are great for tracking more granular work associated with the coaching space. You can assign tasks to your coach or the person you are coaching to help you progress and optionally send them a notification email. You can set reminders for yourself so that you keep on top of your tasks. You can also update the status of the task to reflect the status and add attachments related to the task.
Events are great for tracking meetings associated with this coaching space. Similar to tasks, you can assign an event to other users, set a reminder, or add attachments. You can even create recurring events for future meetings.
Create new tasks or events by clicking New Task or New Event on the Open Activities related list. You can view completed tasks and events from the Activity History related list. For more information about creating tasks and events, see Considerations in Using Tasks and Considerations in Using Events.
Note:Tasks and events need to be enabled for each user via profiles or permission sets before they can use tasks and events in Coaching. For more information on activities, see Activities in the Salesforce Help.
5. Coaching Metrics
Metrics track data as part of the coaching conversation. For metrics to show up in the coaching record, create goals and metrics associated with those goals, and the metrics tied to the coachee's goals will be displayed in the coaching space.
For each metric, you can specify the name, type, target, and due date. You can also link the metric to a Salesforce report so that the metrics are updated based on data that’s already in Salesforce, such as Closed Opportunities or Cases.
6. Sharing Coaching Spaces
You can also share coaching spaces to include additional observers and participants, allowing for others to join coaching spaces. Each participant has access to common coaching notes and their own private notes. The Sharing Detail page shows who the coaching space is shared with. Only owners and users with the proper permissions can share coaching spaces.
7. Coach From Anywhere
Coaching is available from the Salesforce1 navigation menu. Users can add and edit new coaching spaces in the mobile browser app. The Coaching object is automatically included in the Recent section of the Salesforce1 navigation menu, but users may need to tap Show More to see the item.
Coach wherever you go with the Work.com Coaching Publisher Action. It makes it easy to initiate coaching conversations from anywhere in Salesforce, with the coaching conversation all tracked in one place. With the Work.com Coaching Publisher Action, in addition to keeping track of ongoing coaching conversations in your personal coaching area, you can also:
Initiate a coaching conversation from anywhere in Salesforce, including Leads, Accounts, Opportunities, and Cases.
Initiate coaching conversations from Salesforce1!
It's great for ongoing coaching and it's also a really easy way to post the agenda prior to your in person 1:1. Install the package here.