Salesforce Training

CloudPlease provide training to ensure that your end-users are using Salesforce in the way that it should be used for your organisational needs. In order to do this, as part of each training program, we take time to understand how your enterprise works and how you need Salesforce to work for you.

We offer 2 training programs as standard:

• 1 day training package: This is primarily focussed on providing an understanding of the basic key concepts within Salesforce and how to use the standard functionality to help maintain your operations. The day is split into 2 parts, the first being an orientation to better understand your organisation and how you currently use or intend to use Salesforce going forward. The second part of the day is the actual training itself, where we use the information from the earlier session to specifically address areas which require more attention. At a high level we cover Sales, Lead and Opportunity management along with end-user administration.

• 2 day training package: This is a more customised training package that takes places over 2 days. On the first day we focus on key areas within your organisation that would best benefit your users and agree a plan for the following days’s training schedule. The second day is a full day of training which addresses the specific topics that were highlighted from the previous day.

In all our training we use practical examples where possible to ensure that our Salesforce training is targetted to your specific organisation. Typically we conduct our training on-site at a customer’s premises, but we are also flexible and can arrange external premises and/or remote training as best suits your needs.

If you would like to know more, get in touch below, we’d love to hear from you.