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Training Salesforce 2026 - Optimizing the CRM to Boost Performance

Course created on July 27, 2026Updated on October 5, 2026

On quote

4 days
Onsite
10 people max.

Request a quote See the program

Ref: KSK156

10 people max.

On quote

In-company rate: on quote

On-site and certification exam on quote

4 days

Onsite

Don't let this gap widen

Why this program matters

Without mastering the Salesforce 2026 updates, companies lose 30% of qualified leads due to lack of seamless automations.
Poorly configured reports lead to forecasting errors that cost an average of 25% of annual revenue.
68% of untrained CRM admins create security incidents, exposing companies to GDPR fines of up to 4% of revenue.
Every quarter without up-to-date skills widens the competitive gap as rival teams boost their sales by 40% using Einstein.
Act now to secure your CRM ROI.

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25,666 programs · 25 countries

Every program built with a dedicated engineer

Companies: Aptar, ArcelorMittal, Equans, EDF, Ubisoft and Microsoft.

Learning objectives

Master the new features of Salesforce 2026 for professional CRM processes
Develop advanced automations with Flow Builder and Einstein
Configure custom objects and validations for certifiable skills
Optimize reports and dashboards in enterprise settings for actionable insights
Implement security and permissions tailored to teams
Deploy API integrations for smooth CRM management

Program

Module 1Advanced Salesforce 2026 Configuration: Custom Objects and Validations (Flow Builder, Einstein Setup)

Dive into the Salesforce 2026 updates by creating custom objects tailored to your business, configure complex validation rules to prevent data entry errors, explore Flow Builder for powerful no-code automations, integrate the first building blocks of Einstein for intelligent predictions, perform practical exercises on a concrete lead management case, produce a deliverable and optimized object schema for your business needs.

Module 2Salesforce 2026 Automation: Workflows and Business Processes (Apex Triggers, Process Builder)

Design advanced workflows with Salesforce 2026 tools to automate customer journeys, deploy Apex triggers for custom business logic, test processes with Process Builder and Flow in debug mode, apply these skills to a real prospect onboarding scenario, generate intelligent alerts via Einstein, validate your automations through simulations of common errors, and document an automation plan ready for production deployment.

Module 3Salesforce 2026 Reports and Analytics: Dynamic Dashboards (Einstein Analytics, Joined Reports)

Master cross-reports and joined reports to analyze sales performance in Salesforce 2026, create interactive dashboards with Einstein Analytics for real-time visualizations, integrate AI forecasts on your sales pipelines, practice on real enterprise datasets to identify lost opportunities, optimize SOQL queries for bulk exports, produce a personalized deliverable dashboard that boosts your teams' strategic decisions.

Module 4Salesforce 2026 Security and Integrations: APIs and Permissions (OAuth, Connected Apps)

Strengthen Salesforce 2026 security by configuring granular profiles, roles, and permissions to protect sensitive data, implement integrations via REST/SOAP APIs and Connected Apps, test OAuth authentication on external business cases, deploy webhooks for real-time synchronizations, simulate GDPR compliance audits, finalize the ongoing project with simulated deployment, and obtain a certifying governance guide for your organization.

Evaluation method

Multiple-choice quiz to validate learning outcomes at the end of the training
Continuous assessment through practical exercises
Presentation of the ongoing project to the trainer

Learning method

Sessions led by an active expert trainer
Practical exercises on real business cases
Progressive ongoing project throughout the training
Complete course materials provided to each participant

Methods, materials and delivery

The Training Salesforce 2026 - Optimizing the CRM to Boost Performance program is delivered onsite or remote (blended-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training Salesforce 2026 - Optimizing the CRM to Boost Performance program, the following equipment is required:

Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
Training environments installed on workstations or accessible online
Course materials, hands-on exercises and complementary resources
Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training Salesforce 2026 - Optimizing the CRM to Boost Performance program is performed through:

During training: case studies, hands-on labs and professional scenarios
End of training: self-assessment questionnaire and skills evaluation by the trainer
After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Registration is possible up to 48 business hours before the start of training. All our programs are built for corporate L&D budgets and delivered onsite or remotely.

The Learni story

Founded by engineers and learning experts, Learni's mission is to make high-impact tech training accessible to teams everywhere. We work remotely with organizations across the US and Canada, in your time zone, to help teams upskill fast.

Our method

Training quality, guaranteed at every step

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

Triple validation: technical, pedagogical, sectoral.
Minimum rating 4.8/5 over the last 12 sessions.

Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

Live briefing on goals and team context.
Veto right — we swap the trainer for free if needed.

Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

Hands-on cases drawn from your stack and projects.
Program co-written then validated by your team.

Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

NPS, knowledge quizzes and skills self-assessment.
Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

A child walking to school with a backpack

Our social commitment

A school kit donated to a child for every training booked

To fight inequalities in access to education, Learni donates a complete school kit to a child in need for every training booked. You build your skills, a child heads back to school.

Backpack, notebooks and essential supplies
Distributed through our partner charities
Included, at no extra cost to you

Enroll and offer a kit

FAQ

Frequently asked questions

Which tools are used in Salesforce 2026 training?+

Hands-on work runs on flow Builder, einstein Setup, apex Triggers, process Builder, einstein Analytics and joined Reports. Those tools come from the Salesforce 2026 program itself, delivered on site over 4 days, so participants practise on the stack they will use at work.

What can participants do after Salesforce 2026 training?+

They can master the new features of Salesforce 2026 for professional CRM processes, develop advanced automations with Flow Builder and Einstein and configure custom objects and validations for certifiable skills. Those are the stated objectives of the Salesforce 2026 program at Intermediate level, checked by the end-of-session assessment.

What does the Salesforce 2026 program cover, day by day?+

Day 1: Advanced Salesforce 2026 Configuration: Custom Objects and Validations (Flow Builder, Einstein Setup). Day 2: Salesforce 2026 Automation: Workflows and Business Processes (Apex Triggers, Process Builder). Day 3: Salesforce 2026 Reports and Analytics: Dynamic Dashboards (Einstein Analytics, Joined Reports). Day 4: Salesforce 2026 Security and Integrations: APIs and Permissions (OAuth, Connected Apps). The Salesforce 2026 program runs over 4 days, delivered on site.

How is Salesforce 2026 training assessed?+

Assessment relies on multiple-choice quiz to validate learning outcomes at the end of the training, continuous assessment through practical exercises and presentation of the ongoing project to the trainer. Learni issues a completion certificate together with the individual assessment report at the end of the Salesforce 2026 program, which an L&D team can file as evidence.

How much does Salesforce 2026 training cost per participant?+

Salesforce 2026 training is priced on quote. The amount depends on headcount, format and how far the syllabus is tailored to your team. A detailed quote is sent within one business day, and team pricing covers the whole group from the second participant.

How long does Salesforce 2026 training take?+

4 days, available live online (US time zones) or on-site at your offices. Half-day tracks spread over several weeks are possible so the team stays operational.

Who pays for Salesforce 2026 training?+

Most US teams pay directly through their company L&D or training budget. Learni invoices in US dollars and accepts bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.

What do participants need to know before Salesforce 2026 training?+

Salesforce Administrator Certification, experience in configuring objects and CRM workflows.

Is a certificate issued after Salesforce 2026 training?+

Yes. A Learni completion certificate is issued, along with the individual evaluation report. Learni is a certified training provider and prepares for third-party certifications, but does not award them itself.

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