---
url: "https://xcademia.com/courses/salesforce-for-business-users"
title: Salesforce for Business Users
description: "Learn Salesforce basics for business users. Master CRM workflows, leads, opportunities, and dashboards in a 2-day mentor-led practical course."
publishedAt: "2026-03-28T10:17:55.563958+00:00"
updatedAt: "2026-03-30T22:50:53.7265+00:00"
type: course
code: "ITS-0087"
level: Foundation
duration_days: "2"
track: Salesforce CRM
category: "IT Service, Governance & Compliance"
credential_tier: tier1
price_gbp: "1799"
---

# Salesforce for Business Users

> 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.

## Overview

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.

## Prerequisites

- Basic computer and internet skills
- Understanding of business processes
- No prior CRM experience required

## What you will learn

- 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

## Skills you will gain

- Salesforce navigation basics
- Lead and contact management
- Opportunity tracking workflows
- CRM data quality practices
- Report and dashboard basics
- Activity and task management

## Career progression

- Sales Coordinator]
- Customer Success Associate
- CRM Administrator (Junior)
- Business Operations Executive

## Curriculum

1. **Module 1:  Getting Ready**
   - CRM fundamentals and terminology
   - Salesforce environment overview
   - Access, login, and setup basics
2. **Module 2: Navigating Salesforce**
   - User interface and layout
   - Navigation bar and key objects
   - Personal settings and preferences
3. **Module 3: Managing Leads and Accounts**
   - Creating and qualifying leads
   - Converting leads to accounts
   - Managing account records
4. **Module 4: Contacts and Activities**
   - Managing contact information
   - Logging calls, meetings, emails
   - Task and activity tracking
5. **Module 5: Opportunity Management**
   - Opportunity stages and lifecycle
   - Updating deals and pipeline
   - Basic forecasting concepts
6. **Module 6: Reports and Dashboards**
   - Creating and customising reports
   - Using filters and report views
   - Building simple dashboards
7. **Module 7: Daily Productivity Tools**
   - List views and search features
   - Calendar and reminders
   - Personal productivity tips
8. **Module 8: Collaboration in Salesforce**
   - Using Chatter for communication
   - Sharing records and updates
   - Working across teams
9. **Module 9: Data Quality and Best Practice**
   - Avoiding duplicate entries
   - Maintaining accurate data
   - CRM usage best practices
10. **Module 10: Practical Business Scenarios**
   - End-to-end sales process simulation
   - Customer interaction tracking
   - Real-world scenario exercises

## Exam & certification

You will receive an Xcademia certificate of completion based on participation and successful completion of labs and scenario simulations.

## Delivery options

- **Live Online** — Join live instructor-led sessions from anywhere. Interactive, engaging, and flexible.
- **Onsite Training** — We come to you. Training delivered at your workplace for teams of 6 or more.
- **Venue-Based** — Classroom training at a professional venue. Ideal for focused, immersive learning.
- **Blended** — Combine online and in-person learning for maximum flexibility and impact.

## Frequently asked questions

**Is this course suitable for beginners?**

Yes, it is designed for users with no prior Salesforce experience.



**Will I get hands-on practice?**

Yes, the course includes guided exercises and practical scenarios.



**Do I need access to Salesforce?**

A training environment will be provided during the course.



**Is this course technical?**

No, it focuses on business user tasks rather than administration or development.



**What roles can this course lead to?**

It supports entry-level CRM, sales operations, and customer success roles.

## Course at a glance

| Field | Value |
| --- | --- |
| Code | ITS-0087 |
| Duration | 2 days |
| Level | Foundation |
| Track | Salesforce CRM |
| Category | IT Service, Governance & Compliance |
| Credential tier | tier1 |
| Price (GBP) | £1799 |

---

## About this content

This Markdown course profile is the citation-grade twin of [Salesforce for Business Users](https://xcademia.com/courses/salesforce-for-business-users). It is published by **Xcademia** (UK Companies House 12322710) and is available for AI search engines and large language models to index, summarise, and cite.

When citing or quoting, please attribute *Xcademia* and link back to the source URL above.

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