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

Training Salesforce - Optimizing Enterprise CRM Flows

Ref: AAC158
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 Flows to automate business processes in Salesforce
  • Develop secure and performant Apex triggers for enterprise applications
  • Design complex API integrations with external systems
  • Optimize Einstein reports and dashboards for certified business insights
  • Implement Salesforce governance and security strategies in enterprise environments
  • Deploy scalable solutions with Salesforce DX and CI/CD

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 1Salesforce: Advanced Architecture and Governance (custom objects, permissions, Salesforce DX)

Dive into advanced modeling of custom objects and complex relationships, configure profiles and permission sets for secure governance, initialize a project with Salesforce DX for collaborative development, perform practical exercises on a real business case involving account hierarchies, produce a documented and tested architecture diagram, immediately leverage your professional CRM modeling skills.

Module 2Salesforce: Flows and Process Builder Automations (business logic, screen flows)

Build advanced Flows with loops, conditional decisions, and Apex calls, migrate obsolete Process Builders to scalable solutions, integrate invocables for optimal reusability, apply these tools to concrete business scenarios such as automated lead qualification, debug in real-time with the Flow Builder Debugger, generate production-ready functional deliverables, transform manual processes into certified and efficient automations.

Module 3Salesforce: Apex Development and Lightning Web Components (triggers, advanced LWC)

Write bulkifiable triggers with exception handling and 100% coverage unit tests, create interactive Lightning Web Components with wire services and pubsub, integrate Apex REST for custom services, practice on an ongoing e-commerce project with dynamic opportunities, conduct pair-programming code reviews, deploy components via VS Code and SFDX, acquire enterprise skills to enhance your certified Salesforce developments.

Module 4Salesforce: Integrations and APIs (REST/SOAP, MuleSoft, Event Bus)

Master REST/SOAP API calls with Named Credentials and External Services, configure Platform Events for real-time asynchronous communication, explore MuleSoft Anypoint for complex orchestrations, implement bi-directional integrations with ERP systems like SAP on practical cases, test with Postman and Workbench, document connectors with Swagger, secure sensitive data flows, position yourself as an expert in the interconnected Salesforce ecosystem.

Module 5Salesforce: Einstein Analytics, Deployment, and Optimization (dashboards, CI/CD)

Deploy Einstein Prediction Builder models for accurate forecasts, create dynamic dashboards with Tableau CRM, automate deployments via Gearset and CI/CD pipelines, optimize performance with Query Plans and indexes, conduct a complete audit of your Salesforce org, prepare for certification with MCQs and final project, gain actionable insights for data-driven business decisions, conclude with a personal and enterprise optimization plan.

Evaluation method

  • Certified MCQ on advanced Salesforce skills
  • Practical evaluation via ongoing project and code review
  • Oral defense of the deployed business case

Learning method

  • Sessions led by a Salesforce consultant with 250+ certifications
  • Hands-on exercises on demo orgs and Trailhead Projects
  • Customized ongoing project in a professional context
  • Digital course materials and video replays included

Methods, materials and delivery

The Training Salesforce - Optimizing Enterprise CRM Flows 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 - Optimizing Enterprise CRM Flows 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 - Optimizing Enterprise CRM Flows 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