Client Services Salesforce

Adding a Client to Hard Skills Training

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Recording the Hard Skills Training we send clients to helps us keep track of which training each client is doing and how many clients we've sent to each partner. It also lets us see whether this training improves key outcomes over time, like clients gaining jobs, time to job, and retention.

From the client's Next Steps Program Engagement.

1. Click  ðŸ’³Create Service Deliveries.

2. Select External Community Referral and move it to the right column.

3. Click Next.

4. Select the name of the Hard Skills Referral Organization.

5. Select Education & Training for the Referral Type.

6. Select Job Training as the Referral Reason.

7. Enter the Start Date of the Hard Skills Training.

8. Enter the End Date if you know it.

9. Enter any relevant Referral Notes.

10. Click Next.

11. Click Finish.

The Hard Skills Training record has been created.

Now that wasn't so "hard", right? You've got mad skills.

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