Training for organizations

Salesforce training for organizations

Salesforce training for teams that use, manage or implement business processes on the platform. The program is adapted to participants' roles, knowledge level and the organization's existing processes.

Who is the training for?

The training suits Admins and key users, new implementers, end users moving onto Salesforce and sales and service teams. We can also build technical training for experienced implementation teams.

Topics that can be included

  • Salesforce fundamentals
  • Users and permissions
  • Data model
  • Sales Cloud
  • Service Cloud
  • Reports and dashboards
  • Flows and automation
  • Data management
  • Working correctly with business processes
  • Training Admins and key users

Working with an existing system

We can align the training with the organization's existing processes and usage patterns, subject to permissions, an available training environment (for example a Sandbox) and information that can be shared. This keeps the training relevant to daily work rather than generic.

Deliverables and metrics

At the end of the training we can provide internal guides, process flow diagrams and a summary of maintenance recommendations. The scope of deliverables is defined in advance as part of the offer.

FAQ – Salesforce training for organizations

Yes. The training can be aligned with existing processes and usage, subject to permissions, a training environment and what information can be shared.

Ready to build a program for your organization?

Send us your details and we'll get back to you to schedule a scoping call. Every program is tailored to your organization's needs, participants' level and your timelines.

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