Salesforce Success Navigator: Essential Resources for Japanese Users

Important Note on intended Audience
This article is provided in English for your convenience, the linked resources will be in Japanese.
Please be aware that the content on the Salesforce Japan Success Navi website (successjp.salesforce.com (http://successjp.salesforce.com/) is primarily in Japanese.

The Salesforce Success Navigator provides a valuable and free online resource specifically designed for Salesforce users in Japan. Its primary goal is to help you maximize your use of the Salesforce platform, whether you are just starting, seeking to optimize current processes, or looking to leverage the latest features.

Overview of Success Navigator (サクセスナビ)

Salesforce Success Navigator (サクセスナビ) is a core resource platform provided by Salesforce to guide businesses toward success. It offers recommended resources, articles, and tips for effective Salesforce utilization. Key features include emphasizing crucial activities immediately after contract signing, providing guidance for achieving desired business outcomes, and showcasing the latest usage examples.

Core Resources and Their Purpose

The Success Navigator organizes its extensive content into key categories to serve various customer needs and adoption stages.

• 1. For Initial Product Onboarding & Setup: “Hajimete Guide” (First Step Guides)
  • Customer Profile: Primarily intended for customers within approximately two years of signing their contract, seeking foundational product understanding and initial setup guidance.
  • Content: The “Hajimete Guide” (はじめてガイド) series.
  • Details: These guides are designed to help users understand Salesforce products from the ground up. They provide essential information and key points for getting started, outlining efficient and effective operational steps to help users effectively initiate operations.
  • Applicable Products: These guides are available for a wide range of products including Sales Cloud, Account Engagement (formerly Pardot), Service Cloud, Experience Cloud, CRM Analytics, Quip, Engagement, Commerce Cloud (B2C and B2B), Tableau, Sales Program, Slack, Data Cloud, MuleSoft, and Agentforce.
  • Specific Resource: For Sales Cloud users, access the “Hajimete Guide” here: https://successjp.salesforce.com/salescloud/learn-how-to-use
• 2. For Community Engagement & Peer Learning: Trailblazer Community & User Groups
  • Customer Profile: Any customer interested in connecting with other Salesforce users, sharing experiences, asking questions, and learning from a community.
  • Content: The Trailblazer Community and User Group/Community Events like SFUG CUP.
  • Details: The Trailblazer Community is an online platform where users can participate, connect with peers, ask questions, and share knowledge. Salesforce also supports local user groups and community events. The SFUG CUP (Salesforce User Group CUP) is a prominent event highlighted on Success Navigator, offering access to user presentation videos and interviews from past events. Users can also find resources like “Tell Us! Trailblazer” (教えて！Trailblazer) for seeking advice within the community.
• 3. For Continuous Learning & Latest Resources: Latest Utilization Resources Special Feature
  • Customer Profile: All customers interested in staying updated with the latest Salesforce tips, best practices, and new feature information.
  • Content: The “Latest Recommended Utilization Resources” (最新のおすすめ活用リソース) special feature.
  • Details: This section provides monthly recommendations including videos, articles, and events to help users maximize their Salesforce utilization. It covers a wide range of topics to support continuous learning and adaptation to new functionalities. Users can also check for the latest information on new features for various Salesforce products.
• 4. For Enhanced Support & Expert Guidance (For Premier Plan Customers): “Hajimeyo Premier” (Let’s Start Premier)
  • Customer Profile: Specifically for customers who have subscribed to the Premier Success Plan.
  • Content: The “Hajimeyo Premier” (はじめようPremier) initiative and Expert Coaching (エキスパートコーチング).
  • Details: The Premier Success Plan offers enhanced success resources designed to support business achievement. Customers with this plan can access specialized Expert Coaching for tailored guidance. This includes “First Expert Coaching” sessions and access to a detailed “Expert Coaching Menu List.“
  • Specific Resources:
    • Learn more about “Hajimeyo Premier” here: https://successjp.salesforce.com/premier/premier-about
    • View the Expert Coaching Menu List here: https://successjp.salesforce.com/exc-catalogue

Specialized Resource: Agentforce Special Page

• Purpose: This dedicated section provides detailed information on Salesforce’s AI solutions, with a specific focus on Agentforce. It’s a valuable resource for understanding how AI can enhance customer service operations and other business processes.
• Target Audience: Users interested in Salesforce AI capabilities and their application in business.
• Link: https://successjp.salesforce.com/ai-solution/agentforce

Benefits of Using the Success Navigator

• Customized Learning: Learn how to adapt Salesforce to fit specific business requirements.
• Current Information: Stay updated on the latest features, updates, and recommended practices directly from Salesforce.
• Effective Skill Development: Utilize various formats, including videos, step-by-step guides, and e-books, for efficient, self-paced learning.
• Practical Solutions: Find actionable advice and solutions for common operational challenges that may arise during Salesforce use.

Accessing the Success Navigator

The Salesforce Success Navigator is readily available online via the following URL: https://successjp.salesforce.com/

This free resource is designed to help Japanese users enhance their Salesforce knowledge and maximize the platform’s utility for their businesses.