Salesforce Training

Whether on-site or on-line, ExistBI can train your team on your Salesforce system so they have the confidence and ability to get the most out of the world’s most popular CRM system.

Without effective Salesforce training, managers will not be able to rely on the data presented in reports and dashboards and end-users will find it difficult to keep track of all the important information about your customers and prospects.

ExistBI certified trainers are committed to meeting the training needs of your organisation and offers a range of cost-effective services to suit your custom requirements.

Tailored Training

We provide custom Salesforce training tailored to your specific needs and requirements:

  • Refresher courses
  • New Salesforce release updates
  • Key Salesforce features & functionality
  • User role based training
  • Advanced Salesforce feature training
  • Salesforce Reports & Dashboard training

Course Features


We instruct your users on the standard, advanced and customized features you are using in your edition of Salesforce.

Prior to the Salesforce training we create an electronic model of your business processes which invariably helps you identify broken processes or ones that need to change.

Role Playing

Our courses offer exercise-centered learning so users can become proficient in Salesforce features. We prepare scenarios that relate to the way you conduct your business and get your staff to learn by doing what you want them to do.

Coaching & Mentoring

We coach your staff to overcome resistance to change and different working practices so they become skilled and proficient at using the Salesforce system.

Salesforce Training
Tailored Salesforce Training

Salesforce with Tableau Training

Building Lenses, Dashboards and Apps (1 day)

Learn how to design and create an effective dashboard layout to help viewers quickly find their way around.

Implement and Manage CRM Analytics (3 days)

Learn how to develop and implement a CRM Analytics environment that contains both Salesforce and non-Salesforce data.

Salesforce Consulting

We help our customers discover new ways to succeed using the #1 CRM platform.

We have large teams of Certified SFDC professionals working on data-driven transformation implementation projects. Our teams provide CRM/ERP strategy and planning, project implementation, Salesforce development, support, integration and optimisation.

Other Courses of Interest

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