Salesforce Training Courses
Learn lightning fast with our Salesforce tutorials and training courses. These are perfect for beginner users learning the software and advanced users looking to find impactful and practical ways to improve their business processes.
The Salesforce Reporting Crash Course for Beginners
This course is perfect for beginner Salesforce users. By the end of this course, you will be confidently creating reports and dashboards, using filters and charts, and dipping your toes into formulas and conditional formatting!
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Learn Lightning Fast
Learn the basics without being overwhelmed with a mountain of information. We designed our Salesforce training courses so you learn only the most important information you need to know to start navigating the software.
Build With Confidence
Build Salesforce reports and dashboards with ease - even if you struggle with using technology. We provide step-by-step instructions, best practices, and resources to help you effectively use and understand your data.
Measure Your KPIs
Remove uncertainty and really understand what's going on in your business. We'll show you how to use your data to create useful, actionable reports and dashboards that you can feel confident in sharing with others.
Get Expert Tips & Advice
Apply best practices to your own business. You'll get our expert tips and tricks, plus examples of use-cases we've learned over the years from working with our many clients.
Visualize Your Data
Create dashboards that help you and others easily understand your company's data. You'll also learn how to share and subscribe to reports and dashboards.
Find Actionable Insights
Transform your business with reliable data. By measuring and reporting on the metrics that matter most, you can find actionable insights to help improve your processes.
Workshop: User Training for Sales People
This workshop is perfect for beginner Salesforce users. By the end of this course, you will be confidently navigating your CRM so you can spend less time doing data entry and more time closing deals.
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