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Training: Mastering Salesforce: From Initiation to Advanced Sales Management

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

On quote

3 days
Onsite
8 people max.

Request a quote See the program

Ref: SGQ491

8 people max.

On quote

In-company rate: on quote

On-site and certification exam on quote

3 days

Onsite

Don't let this gap widen

Why this program matters

Without in-depth mastery of Salesforce, your sales pipelines are paralyzed by configuration errors and chaotic customer data management.
Sales teams lose an average of 25% of their productivity, with 40% of leads abandoned due to lack of effective automated follow-up.
This costs companies 45 000 € per year in missed opportunities and exposes them to critical data leaks, threatening reputation and competitiveness.
Every month without advanced skills, your revenue drops by 12% while your competitors dominate the market.

Trusted by — schools, companies and industrial groups

25,665 programs · 25 countries

Every program built with a dedicated engineer

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

Learning objectives

Understand the role and functioning of Salesforce in the sales cycle
Know how to configure a Salesforce account to track prospects and opportunities
Master the management of leads, contacts, accounts, and opportunities
Automate sales processes via Salesforce's advanced tools
Leverage reports and dashboards to drive sales activity

Program

Module 1Introduction to Salesforce & Basic Configuration

Presentation of Salesforce, key terminology, navigation in the interface, dashboard personalization, user creation and management, introduction to security and permissions. Hands-on with standard objects: Accounts, Contacts.

Module 2Sales Process Management

Lead management, prospect follow-up, converting leads into accounts and opportunities. Organizing the sales pipeline, email integration, activity and task management. In-depth on custom objects and relationships between objects.

Module 3Automation, Reporting, and Advanced Exploitation

Creating custom reports, dynamic and filtered dashboards. Introduction to automation processes: Workflow rules, Process Builder, and Flow. Best practices for optimizing Salesforce use in your team. Concrete case studies and practical workshops.

Evaluation method

MCQ at the end of each module
Practical case study to be completed independently
Continuous hands-on exercises on a Sandbox environment

Learning method

Live demonstrations on real or Sandbox environment
Guided practical work and professional case studies
Documentation and access to detailed course materials

Methods, materials and delivery

The Training: Mastering Salesforce: From Initiation to Advanced Sales Management 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: Mastering Salesforce: From Initiation to Advanced Sales Management 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: Mastering Salesforce: From Initiation to Advanced Sales Management 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

What can participants do after Training: Mastering Salesforce: From Initiation to Advanced Sales Management training?+

They can understand the role and functioning of Salesforce in the sales cycle, know how to configure a Salesforce account to track prospects and opportunities and master the management of leads, contacts, accounts, and opportunities. Those are the stated objectives of the Training: Mastering Salesforce: From Initiation to Advanced Sales Management program at Intermediate level, checked by the end-of-session assessment.

What does the Training: Mastering Salesforce: From Initiation to Advanced Sales Management program cover, day by day?+

Day 1: Introduction to Salesforce & Basic Configuration. Day 2: Sales Process Management. Day 3: Automation, Reporting, and Advanced Exploitation. The Training: Mastering Salesforce: From Initiation to Advanced Sales Management program runs over 3 days, delivered on site.

How is Training: Mastering Salesforce: From Initiation to Advanced Sales Management training assessed?+

Assessment relies on MCQ at the end of each module, practical case study to be completed independently and continuous hands-on exercises on a Sandbox environment. Learni issues a completion certificate together with the individual assessment report at the end of the Training: Mastering Salesforce: From Initiation to Advanced Sales Management program, which an L&D team can file as evidence.

How much does Training: Mastering Salesforce: From Initiation to Advanced Sales Management training cost per participant?+

Training: Mastering Salesforce: From Initiation to Advanced Sales Management 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 Training: Mastering Salesforce: From Initiation to Advanced Sales Management training take?+

3 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 Training: Mastering Salesforce: From Initiation to Advanced Sales Management 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 Training: Mastering Salesforce: From Initiation to Advanced Sales Management training?+

Basic knowledge of the IT environment, recommended notions in customer relationship management.

Is a certificate issued after Training: Mastering Salesforce: From Initiation to Advanced Sales Management 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 Training: Mastering Salesforce: From Initiation to Advanced Sales Management 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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