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Training Salesforce - Master the #1 CRM to Boost Your Sales

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

On quote

1 day
Onsite
10 people max.

Request a quote See the program

Ref: YLP689

10 people max.

On quote

In-company rate: on quote

On-site and certification exam on quote

1 day

Onsite

Don't let this gap widen

Why this program matters

Without Salesforce mastery, sales teams lose an average of 28% of leads due to lack of automated follow-up, according to Gartner.
Manual processes waste 35% of salespeople's time, equivalent to 12 000€ in lost revenue per year for an SME with 10 sales reps.
72% of companies without a suitable CRM see their growth slowed by 19% compared to competitors.
Recruiters reject 65% of candidates not trained in Salesforce, risking project delays and lasting loss of business competitiveness.
Train now to avoid these costly pitfalls.

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 Salesforce fundamentals for professional, certifying use
Configure standard and custom objects in the Lightning environment
Develop skills in managing customer and prospect data
Implement simple workflows to automate sales processes
Optimize reports and dashboards for relevant business analyses
Integrate Salesforce into business workflows for increased productivity

Program

Module 1Salesforce Fundamentals: Navigation and Initial Setup (Lightning, standard objects, dashboards, reports)

Dive into the Salesforce universe with the setup of a free Trailhead account, intuitive exploration of the Lightning interface to navigate accounts, contacts, and opportunities, creation of custom objects through guided exercises on real sales cases, configuration of custom views and first interactive dashboards, hands-on practice with basic reports to analyze sales pipelines, all with a concrete ongoing project delivered at the end of the session for immediate application in the company.

Evaluation method

Quiz to validate knowledge on Salesforce objects and interfaces
Continuous assessment through practical configuration exercises
Presentation of the ongoing project: setup of a complete sales process

Learning method

Courses led by an active certified Salesforce expert trainer
Practical exercises on real business cases with fictitious data
Progressive ongoing project for immediate skills application
Complete course materials and Trailhead resources provided to each participant

Methods, materials and delivery

The Training Salesforce - Master the #1 CRM to Boost Your Sales 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 - Master the #1 CRM to Boost Your Sales 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 - Master the #1 CRM to Boost Your Sales 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 lightning, standard objects, dashboards and reports. Those tools come from the Salesforce program itself, delivered on site over 1 day, so participants practise on the stack they will use at work.

What can participants do after Salesforce training?+

They can master Salesforce fundamentals for professional, certifying use, configure standard and custom objects in the Lightning environment and develop skills in managing customer and prospect data. Those are the stated objectives of the Salesforce program at Beginner level, checked by the end-of-session assessment.

How is Salesforce training assessed?+

Assessment relies on quiz to validate knowledge on Salesforce objects and interfaces, continuous assessment through practical configuration exercises and presentation of the ongoing project: setup of a complete sales process. 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?+

1 day, 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?+

Basic computer knowledge, sales management basics, and spreadsheet usage.

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.

Does Learni provide the equipment for Salesforce training?+

No. A computer and a stable internet connection are required for each participant. Learni provides the learning platform, the trainer and all course materials.

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