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Training Salesforce - Optimizing Enterprise CRM Flows

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

On quote

5 days
Onsite
10 people max.

Request a quote See the program

Ref: AAC158

10 people max.

On quote

In-company rate: on quote

On-site and certification exam on quote

5 days

Onsite

Don't let this gap widen

Why this program matters

Without advanced Salesforce skills, companies lose 30% productivity on failed automations, with API error costs estimated at 50k€ per major incident according to Gartner.
65% of CRM projects fail due to weak governance, resulting in data losses and GDPR fines up to 4% of revenue.
Untrained teams see their employability drop 40% against demand for Apex/Flows certifications.
Every quarter without optimization widens a fatal competitive gap, exposing your IT systems to critical downtimes and missed opportunities.

Trusted by — schools, companies and industrial groups

25,666 programs · 25 countries

Every program built with a dedicated engineer

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

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

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, 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

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 training?+

Hands-on work runs on custom objects, permissions, salesforce DX, business logic, screen flows and triggers. Those tools come from the Salesforce program itself, delivered on site over 5 days, so participants practise on the stack they will use at work.

What can participants do after Salesforce training?+

They can master advanced Flows to automate business processes in Salesforce, develop secure and performant Apex triggers for enterprise applications and design complex API integrations with external systems. Those are the stated objectives of the Salesforce program at Advanced level, checked by the end-of-session assessment.

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

Day 1: Salesforce: Advanced Architecture and Governance (custom objects, permissions, Salesforce DX). Day 2: Salesforce: Flows and Process Builder Automations (business logic, screen flows). Day 3: Salesforce: Apex Development and Lightning Web Components (triggers, advanced LWC). Day 4: Salesforce: Integrations and APIs (REST/SOAP, MuleSoft, Event Bus). Day 5: Salesforce: Einstein Analytics, Deployment, and Optimization (dashboards, CI/CD). The Salesforce program runs over 5 days, delivered on site.

How is Salesforce training assessed?+

Assessment relies on certified MCQ on advanced Salesforce skills, practical evaluation via ongoing project and code review and oral defense of the deployed business case. Learni issues a completion certificate together with the individual assessment report at the end of the Salesforce program, which an L&D team can file as evidence.

How much does Salesforce training cost per participant?+

Salesforce 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 training take?+

5 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 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 training?+

Salesforce Administrator Certification, experience in configuring objects and workflows.

Is a certificate issued after Salesforce 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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