Salesforce for Sales and Administration Training Course

This instructor-led, live training in South Africa (online or onsite) is designed for intermediate-level marketing analysts and professionals who wish to refresh and enhance their Pardot skills, with a focus on advanced reporting, dashboards, and engagement strategies.

By the conclusion of this training, participants will be equipped to:

• Optimise Pardot for advanced email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Enhance prospect assignment strategies and engagement programs.
• Leverage Pardot’s dynamic content and custom redirects to improve campaign performance.

Salesforce stands as a premier CRM platform designed to monitor, enhance, and expand sales performance.

This instructor-led live training, available both online and onsite, targets intermediate sales professionals looking to elevate their performance through contemporary, high-impact techniques bolstered by Salesforce.

Upon finishing this training, participants will be equipped to:

• Implement modern cold-calling strategies that drive greater engagement.
• Utilise proven scripts to boost conversion rates.
• Establish rapport swiftly using psychological and human-connection techniques.
• Harness Salesforce to monitor activities and expedite results.

Course Format

• Live demonstrations coupled with guided discussions.
• Practical application using real-world sales scenarios.
• Interactive exercises within a live Salesforce environment.

Course Customisation Options

• Customisation of examples, scenarios, and exercises can be arranged upon request.

Salesforce is a premier cloud-based CRM platform that empowers organisations to manage customer relationships, automate operational processes, and enhance team collaboration. This practical, hands-on course covers core configuration, object and application design, automation using workflows, Process Builder, and Flow, alongside productivity features designed to help teams work more efficiently.

This instructor-led, live training (available online or onsite) is tailored for beginner to intermediate-level administrators, business users, and team leads who wish to configure Salesforce, automate common processes, and improve overall user productivity.

By the end of this training, participants will be able to:

• Configure objects, fields, page layouts, and record types to accurately model business data.
• Design and build Lightning applications and pages using the Lightning App Builder.
• Create automation using Flow and process automation tools to streamline tasks.
• Enable productivity and collaboration features such as Lightning Experience, Chatter, and productivity integrations.
• Build basic reports and dashboards to surface key metrics.

Format of the Course

• Interactive lecture and demonstration.
• Hands-on guided exercises in a sandbox org.
• Real-world scenarios and a short capstone lab.

Course Customization Options

• To request a customized version focused on Sales Cloud, Service Cloud, or custom objects, please contact us to arrange.

This instructor-led live training in South Africa (online or onsite) is designed for web developers aiming to create real-time applications using Salesforce Development.

By the end of this training, participants will be able to:

• Build a real-time application using the Apex programming language.
• Write Apex test classes to increase code coverage in Salesforce.
• Create and use REST and SOAP web services using Apex.

This instructor-led, live training in South Africa (online or onsite) is aimed at intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored for various Salesforce marketing campaigns.

By the end of this training, participants will be able to:

• Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that are optimized for performance across various devices and email clients within the Salesforce ecosystem.
• Leverage Salesforce data to create personalized email experiences.
• Test, deploy, and analyze email campaigns within Salesforce, including the use of analytics to inform decisions and optimize future campaigns for better performance and higher engagement.

This instructor-led, live training in South Africa (online or onsite) is aimed at marketing staff, sales staff, and customer service representatives who wish to set up, manage, and monitor Salesforce and its capabilities to serve their customers better.

By the end of this training, participants will be able to:

• Set up their Salesforce account to manage profile, track activities, customise views and layout, and personalise settings.
• Use Salesforce features and tools to attract, attain, and service existing and potential customers.
• Create reports and dashboards to generate useful analytics and insights for the business.

Salesforce serves as a robust cloud platform that facilitates the entire insurance lifecycle—from initial quoting and sales through to claims management and policy administration.

This instructor-led live training, available online or on-site, is designed for intermediate-level professionals in the insurance and leasing sectors who aim to configure, extend, and optimise Salesforce to manage product offerings, automate claims processes, and handle full policy lifecycles.

Upon completion of this training, participants will be able to:

• Configure Salesforce to quote and price insurance products.
• Manage post-sales activities, including claims processing, event registration, and payment automation.
• Model insurance products and administer policies throughout their entire lifecycle.
• Adapt Salesforce to meet the regulatory and operational requirements specific to the insurance and leasing industries.

Course Format

• Interactive lectures and discussions.
• Practical application of Salesforce Insurance tools and configurations.
• Guided exercises focused on product creation, claims workflows, and policy automation.

Course Customisation Options

• To request a tailored training session based on your specific insurance or leasing products, please contact us to arrange.

This instructor-led, live training in South Africa (online or onsite) is tailored for administrators wishing to utilise Salesforce Lightning for web application development.

By the conclusion of this training, participants will be capable of:

• Building responsive applications with Salesforce Lightning.
• Developing applications with little to no code.
• Creating a Lightning application from scratch.

This instructor-led live training in South Africa (online or onsite) is aimed at intermediate-level marketing professionals who wish to gain the skills and knowledge required to effectively use Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

By the end of this training, participants will be able to:

• Understand the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Learn how to create, manage, and optimise email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, create segmented audiences, and utilise data for targeted marketing efforts.

This instructor-led, live training session in South Africa (online or onsite) is designed for sales professionals from beginner to intermediate levels who wish to leverage Salesforce to manage leads, opportunities, accounts, and customer interactions, thereby increasing deal closure rates and enhancing sales performance.

By the conclusion of this training, participants will be able to:

• Navigate the Salesforce Sales Cloud interface with confidence.
• Manage leads, contacts, accounts, and opportunities.
• Use Salesforce tools to streamline workflows and track performance.
• Leverage reports and dashboards to gain insights into the sales pipeline.