🎁Azure · AWS · Google — 1 free certification per learner, up to $400.Get the offer →
← Back

Training Salesforce - Optimising CRM Processes in the Enterprise

Ref: KIV155
10 people max.
6125€ HT / per person
−15% from 2 people−30% from 3 people−50% from 5 people
Pay in 3 installments · +$170/day onsite · +$500 with certification exam
5 journées
distanciel

Share in 2 clicks

EquansAptarArcelorMittalUbisoftINSEECLa PlateformeCESIEFREIEPSIINGETISMy Digital SchoolYnovEquansAptarArcelorMittalUbisoftINSEECLa PlateformeCESIEFREIEPSIINGETISMy Digital SchoolYnov

Learning objectives

  • Master advanced Salesforce customisations for certified professional workflows
  • Develop complex automations with Flows and Apex in enterprise settings
  • Design secure API integrations to connect Salesforce with external systems
  • Optimise performance and security of Salesforce environments
  • Implement advanced analytics solutions for actionable business insights
  • Deploy Salesforce configurations to production using DevOps
  • Acquire certifying skills to boost your CRM career

The Learni story

Founded by passionate learning and innovation experts, Learni's mission is to make professional training accessible to everyone, anywhere in the world. Our team operates in major hubs — London, New York, Boston — and internationally, to support talents and organizations in upskilling.

Don't let this gap widen

Why this program matters

  • Without this upskilling, your team accumulates a technological gap that translates directly into productivity loss.

  • Organizations that don't train their talents on key topics see their competitiveness drop.

  • Every quarter without training is a gap widening with competitors who invest.

  • The cost of inaction quickly exceeds that of well-targeted training.

Allan Busi
Allan Busi

Learni Trainer · Expert

73%productivity gap
×3cost of inaction

Program

Module 1Advanced Salesforce Customisation: Custom Objects and Validation Rules (Apex Triggers, Schema Builder)

Dive into complex data modelling with Schema Builder and creation of custom objects tailored to your business processes, configure advanced validation rules and custom formulas to prevent data entry errors, develop your first Apex triggers to automate critical actions, complete practical exercises on a real enterprise case such as qualified lead management, produce a deliverable and optimised data schema ready for immediate production deployment, with code review by the expert trainer.

Module 2Salesforce Automation: Advanced Flows and Process Builder (Invocable Apex, Einstein Automate)

Design screen and autonomous Flows to orchestrate business processes without code, migrate legacy workflows to scalable automations with Einstein Automate, integrate invocable Apex actions for advanced custom logic, test in sandbox on real scenarios such as contract approvals, generate execution reports and debug effectively, end with a red-thread project where you automate a complete sales cycle, ready to deploy in the enterprise to save hours of productivity.

Module 3Salesforce Integrations: REST/SOAP APIs and MuleSoft (Connectors, Named Credentials)

Master REST and SOAP API calls via Workbench and Postman to connect Salesforce to ERP or third-party tools, configure secure Named Credentials and External Services for no-code integrations, develop Apex REST services to expose your data, simulate bidirectional flows on use cases such as customer synchronisation with a legacy system, analyse logs and handle errors with Platform Events, produce a functional tested and documented connector, ideal for boosting your CRM interoperability in a professional environment.

Module 4Salesforce Analytics and Reporting: Einstein Analytics and Dynamic Dashboards (SAQL, Dataflows)

Create interactive Einstein Analytics dashboards with SAQL for advanced predictive visualisations, model datasets via Dataflows to aggregate multi-source data, configure lenses and stories for real-time actionable insights, apply Einstein AI to score opportunities, test on real enterprise datasets such as customer churn analysis, generate automated exportable reports to Power BI, end with a personalised deliverable dashboard that transforms your data into strategic business decisions.

Module 5Salesforce Security, Performance and Deployment: Governor Limits, DevOps (Salesforce DX, CI/CD)

Optimise your orgs against Governor Limits with Apex and Lightning best practices, strengthen security via Profiles, Permission Sets and Shield Platform Encryption, deploy via Salesforce DX and Gearset for a smooth CI/CD pipeline, migrate configs to production with validated change sets, performance audit on Lightning Web Components, perform a simulated deployment of your complete red-thread project, receive a certifying optimisation plan for resilient and scalable enterprise environments.

Evaluation method

  • Certifying multiple-choice quiz on advanced Salesforce skills
  • Practical evaluation through development of a complex Flow
  • Project defence with trainer audit
  • Quiz on integrations and security at the end of the session

Learning method

  • Training by a certified active Salesforce Architect
  • Practical exercises on Trailhead orgs and dedicated sandboxes
  • Evolving personalised red-thread project over 5 days
  • Digital course materials + replay videos accessible for 6 months

Methods, materials and delivery

The Training Salesforce - Optimising CRM Processes in the Enterprise program is delivered onsite or remote (blended-learning, e-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 - Optimising CRM Processes in the Enterprise 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 - Optimising CRM Processes in the Enterprise 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

Learni programs are available inter-company and intra-company, onsite or remote. Enrollments are possible up to 48 business hours before the program starts. Our programs are eligible for corporate funding paths. Contact us to discuss your training project and funding options.

Verified reviews

What our learners

4.9 · +100 verified reviews
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
Read all reviews
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.

Your professional training, anywhere

Let's build
your next
program.

30 minutes with a learning advisor. No commitment. No sales pitch dressed up as a demo.

Reply within 24 h · Industry-certified · Corporate funding
WhatsApp