One Rollout, Multiple Journeys: How to Onboard Different Teams at Once with GRAVITY Goals and Audiences

Let’s be honest—traditional onboarding isn’t built for the complexity of modern software rollouts. When it comes to introducing a platform like Salesforce, most organizations still default to the usual suspects: hours-long training sessions, endless documentation, and generic video walkthroughs that leave more questions than answers. And if you need to onboard multiple teams at once, that’s when things really start to fall apart.

The Problem with Traditional Training

Imagine trying to roll out Salesforce to three distinct teams—Sales, Marketing, and Support—using conventional methods. That would typically mean:

• Scheduling multiple live training sessions to accommodate different roles and time zones.
• Pulling entire departments away from their daily work negatively impacting employee productivity.
• Creating one-size-fits-all content that tries (and fails) to meet everyone’s needs.
• Frontloading users with too much information at once leading to overload and poor retention.
• And worst of all—burning through your team's time and resources just trying to make it all happen.

Sounds familiar? You’re not alone.

But what if you could onboard each team simultaneously, with content tailored to their specific roles, delivered exactly when they need it—without pulling them into a single meeting room or Zoom call? No magic is needed. Just GRAVITY Goals and Audiences.

Onboarding Without the Overhead

With GRAVITY, our digital adoption platform, Learning Managers now have the tools to run parallel, role-specific onboarding tracks—all within the same platform. Whether you're launching Salesforce, Microsoft Dynamics, or another enterprise application, GRAVITY lets you create learning experiences that are relevant, bite-sized, and embedded directly in the user interface.

This means your employee training and development becomes smarter, more personalized, and more aligned with the broader goals of change management and digital transformation.

Here’s how it works:

Step 1: Create Audiences Based on Roles

Think of Audiences as smart containers that group users based on shared characteristics—like role, department, or application profile. In the case of a Salesforce rollout, you might have separate Audiences for Sales Reps, Marketing Managers, and Support Agents.

And the best part? You don’t have to do this manually. GRAVITY now supports automatic Audience mapping based on user roles in Salesforce and Microsoft Dynamics. Learn more about Audience automapping.

This segmentation ensures that each user enters a learning journey that matches their responsibilities—streamlining employee onboarding and minimizing manual setup.

Step 2: Build Goals Around Content Needs

Now that your users are segmented, it’s time to focus on content. Goals are where that content lives—organized, structured, and sequenced to support users throughout their onboarding.

Each Goal becomes a curated collection of in-app guidance, smart tips, and interactive walkthroughs. Think of it as a guided learning path that appears right inside the tool, tailored for the user's role.

For example:

• A Sales Goal might focus on pipeline tracking, lead management, and opportunity creation.
• A Marketing Goal could introduce campaign setup, audience segmentation, and reporting dashboards.
• A Support Goal would highlight case management, knowledge base tools, and ticket handling best practices.

These interactive paths reduce reliance on PDFs and slide decks and instead deliver just-in-time training—right where the user needs it. Lear how to create a Goal.

Step 3: Assign Goals to the Right Audience

Finally, assign each Goal to the appropriate Audience. That’s it.

Now, each team receives content that’s role-specific, actionable, and delivered in the flow of work. No more duplicate sessions. No more trying to be in two places at once. Just seamless, personalized learning embedded directly into the digital workspace.

And because every Goal is tied to real user data, you can use GRAVITY’s built-in Callout Statistics to measure engagement, track completion rates, and understand what’s working—all of which contribute to a higher return on investment for your training initiatives.

Why It Works

This approach isn’t just more efficient—it directly improves the employee experience, accelerates digital adoption, and supports long-term organizational goals. Here’s why:

• No more one-size-fits-none: Each team gets the content they need—nothing more, nothing less.
• No frontloading: Information is delivered gradually and in context, which boosts understanding and retention.
• No scheduling chaos: Teams can complete training on their own time, reducing disruption and enhancing flexibility.
• No duplication of effort: Authors create content once and distribute it across multiple Audiences with precision.
• Better engagement and tracking: Built-in analytics help you continuously improve the user journey.
• Aligned with real business goals: Supports scalable onboarding, change management, and employee enablement at every stage.

Conclusion: One Platform, Infinite Possibilities

Onboarding different teams doesn’t have to be a logistical nightmare. With GRAVITY Goals and Audiences, you can turn what used to be a multi-week operation into a streamlined, scalable, and user-centric experience.

This is more than training—it’s a smarter, more strategic approach to digital adoption, employee training and development, and employee engagement. You no longer have to choose between reach and relevance—you can have both.

The next time you’re planning a Salesforce rollout, don’t ask how you’ll train everyone—just ask what Goals and Audiences do I need?