Private Salesforce Training

Enable your team to accomplish your goals with private Salesforce training.

Reach your goals with tailored instruction.​

When your team has unique challenges and needs to become masters of your technology — and fast, private training is the way to go. Access your personal certified Salesforce trainer, share what your business needs to accomplish and then receive customized instruction.

Q&A Time: Private training edition

You’re probably wondering these things.

So here you go.

Your training can be as long or as short as your team needs ranging from 2 – 3 hour sessions to 4 – 6 week courses. Share your goals with us and we’ll compile a plan that ensures your team is enabled for success.

Pricing is customized to each private training case depending on the level of need. Contact our team to share what training needs you have and we’ll put together a plan that works for you.

Instruction is 100% online with certified multi-cloud Salesforce trainers who explain concepts in a way that is easy to understand as it applies to your use cases. Expect hands-on exercises, real-world scenarios, and resources to use for now and the future.

If you or members on your team are working toward your certification, our training is a great way to help prepare. The coursework will get you the exposure and experience with the tool to compliment your own studying for the exam.

Salesforce trainers at your service

Whether you implemented a new platform and need further training to use it more effectively, or need a better handle on how to streamline processes with automation, or you became the accidental admin and need to quickly fine-tune your skills, our instructors can teach you how to use and manage your systems like a pro with Salesforce CRM, Marketing Cloud Engagement, Account Engagement, Personalization, Intelligence, CRM Analytics, and Data Cloud.  

Work more efficiently

Know the right features and methods to streamline business processes.

Be the advisor to your team.

Become the subject matter expert to advise your team on the best path forward.

Maximize your impact.

Understand the best practices to implement for meaningful business outcomes.

Accelerate career growth.

Attain the skills to manage your operations with ease and progress in your career.

Let’s build your custom Salesforce training

Choose from one of or a combination of our below most common private training offerings or simply chat with our team, tell us what you want to accomplish and we’ll take it from there. No matter your current stage whether you have a team of beginners, intermediate, advanced users, or a mix of all three, our private training adapts to meet your needs.

Salesforce CRM

  • CRM planning & design
  • Using the Flow Builder
  • Enabling campaign influence and reports & dashboards setup

Marketing Cloud Account Engagement

  • Designing Engagement Studio programs

  • Getting started with the Lighting & Classic Builders

  • Setting up Scoring & Grading

Marketing Cloud Engagement

  • Managing multi-channel Journey Orchestration

  • Advanced Segmentation & Personalization

  • Getting started with AMPscript & SQL

CRM Analytics

  • Getting started with B2B Marketing Analytics

  • Building your first dashboard in CRM Analytics 

  • Advanced data manipulation & transformation

Marketing Cloud Intelligence

  • Getting started with Intelligence
  • Managing data uploading & connectors
  • Marketing performance optimization

Marketing Cloud Personalization

  • Designing your personalization strategy
  • Building audience & affinity profiles
  • Understanding recipes & decisions