2-Day Instructor-Led Programme
Learn how to confidently use Salesforce for daily business operations including managing leads, contacts, and opportunities. Build practical CRM skills through mentor-led sessions and practical scenarios for immediate workplace impact.
Duration
2 Days
Price
$1,799
Salesforce is a widely adopted CRM platform that helps organisations manage customer relationships, sales pipelines, and business insights. This mentor-led course is designed for business users who want to confidently use Salesforce in their day-to-day roles without requiring technical expertise.
You will explore core CRM concepts and learn how to navigate the Salesforce interface efficiently. Through practical scenarios, you will work with leads, contacts, and opportunities, gaining a clear understanding of how customer data is structured and used across teams. The course also introduces reporting and dashboards to help you track performance and make informed decisions.
By the end of the programme, you will be able to manage your daily CRM tasks with confidence, maintain accurate data, and collaborate effectively with colleagues. The focus on real-world application ensures you can immediately transfer your learning into the workplace.
Realistic CRM workflows, lead tracking, reporting exercises, and pipeline simulations.
Guided walkthroughs, live demos, and scenario-based coaching led by experienced practitioners.
Practical Salesforce usage, CRM workflows, reporting, and team collaboration.
Design efficient CRM workflows for tasks
Analyse customer data using reports
Implement accurate data entry practices
Communicate insights through dashboards
Evaluate sales pipeline performance
Lead effective CRM usage within teams
Basic computer and internet skills
Understanding of business processes
No prior CRM experience required
Step-by-step learning journey from basics to professional practice
Master these in-demand skills through hands-on practice
A clear view of the roles this programme supports, what typically comes next, and where learners progress over time
Choose the learning format that works best for you and your team
Instructor-Led Training
Join live instructor-led sessions from anywhere. Interactive, engaging, and flexible.
Price per person
Group enrolments and early planning options available.
All prices are exclusive of VAT where applicable. Group enrolments and custom packages available on request.
Not everyone learns best in a group. If you want focused guidance, faster clarity, and confidence you can use on the job, our 1-to-1 Fast-Track Training gives you private, mentor-led support tailored to your experience and goals.
"Many learners choose 1-to-1 when they want understanding, not memorisation."
Everything you need to know about the certification exams
You will receive an Xcademia certificate of completion based on participation and successful completion of labs and scenario simulations.
Credential
On successful completion of Salesforce for Business Users, learners receive an Xcademia Certificate of Completion. This standalone certificate is issued directly by Xcademia and is aligned with globally recognised frameworks and best practices.
Everything you need to know about this course
Yes, it is designed for users with no prior Salesforce experience.
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