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.
Describe your need, get a tailored program and a pre-filled quote in 3 min. A 100% free call with an advisor.
Very demanding course · Expertise required
Trusted by — schools, companies and industrial groups
41,115 programs · 25 countries
Every program built with a dedicated engineer
Companies: Aptar, ArcelorMittal, Equans, EDF, Ubisoft, Microsoft and Atos.
Program
Dive into expert Salesforce administration from the morning with advanced permission and security model configurations, then move to practical exercises on Flow Builder to automate complex processes like lead scoring and multi-step approvals. In the afternoon, code custom Apex triggers and Lightning Web Components for bespoke interfaces, analyzing real cases from Fortune 500 companies, with deliverables including a functional workflow deployed in sandbox and an optimization report ready for production integration.
Start with REST/SOAP API integrations using MuleSoft to connect Salesforce to ERP and marketing tools, through hands-on workshops simulating real customer data flows. Then explore Einstein for AI predictions on sales and churn, modeling advanced datasets and interactive dashboards. Conclude with performance optimization using Data Cloud and governor limits, by completing a full scalable data warehouse project, delivering an architecture blueprint and a certified migration plan ready for enterprise deployment.
The Salesforce Training - Optimizing Advanced CRM Processes 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 Salesforce Training - Optimizing Advanced CRM Processes program, the following equipment is required:
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.
Skills assessment methods
Assessment of skills acquired during the Salesforce Training - Optimizing Advanced CRM Processes program is performed through:
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.
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.
Rigorous trainer selection
Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.
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.
Content tailored to your context
No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.
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.
A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

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.
30 minutes with a learning advisor. No commitment. No sales pitch dressed up as a demo.
Email marketing & CRMIndustry-certified
Email marketing & CRMIndustry-certified
Email marketing & CRMIndustry-certified
ERP, CRM & business toolsIndustry-certified
ERP, CRM & business toolsIndustry-certified
ERP, CRM & business toolsIndustry-certified
Email marketing & CRMIndustry-certified
Email marketing & CRMIndustry-certified
Email marketing & CRMIndustry-certified
Digital marketing & strategyIndustry-certified
Digital marketing & strategyIndustry-certified
Digital marketing & strategyIndustry-certified
Client relations & retentionIndustry-certified
Client relations & retentionIndustry-certified
Client relations & retentionIndustry-certifiedAvailable on-site and remotely. Pick your city to see the local training center.
We will call +1 (United States) 🇺🇸 — change the country code on the left if your number is from elsewhere.