Salesforce Training
Practical training built around your people, processes and Salesforce setup.
Empower Your Team and Maximise Your Salesforce Investment with Expert Training
Help your team feel confident using the Salesforce system in front of them. Xenogenix provides training tailored to your configuration, business processes and users’ responsibilities. Whether you’re introducing new starters, refreshing existing knowledge or preparing for a change, we agree what people need to learn and focus the sessions on the tasks they carry out.
Salesforce training, on-site or online
Choose the delivery format that suits your team:
- On-site training: Face-to-face sessions at your offices, with practical examples and time to work through questions together.
- Online training: Live sessions for remote or distributed teams, with demonstrations, discussion and opportunities to ask questions.
We agree the audience, session length and topics in advance, taking account of participants’ experience and what they need to do in Salesforce.
Training focused on each team’s responsibilities
Salesforce
End User Training
– Learn the tasks relevant to your role and Salesforce access.
– Work through examples based on your business processes.
– Understand what information to record and why it matters.
– Practise common activities and ask questions.
– Refresh knowledge when processes or configuration change.
Salesforce
Management Training
– Understand the reports and dashboards your team relies on.
– Explore filters, definitions and the information behind the figures.
– Review how data entry affects reporting.
– Identify where users need guidance or clearer processes.
– Build confidence using Salesforce in team reviews and planning.
Why choose Xenogenix for Salesforce training?
- Your setup: Sessions reflect the configuration and processes your team uses.
- Relevant examples: Training focuses on the work participants need to carry out.
- Consultant experience: Trainers can explain how everyday tasks connect with the wider Salesforce setup.
- Clear objectives: We agree what the sessions should cover before delivery.
- Flexible format: Choose on-site or online sessions to suit your team.
5 reasons to use a Salesforce Managed Service
Training helps people use Salesforce confidently. Your team may also need ongoing help maintaining the setup and making improvements.
Explore where a Salesforce Managed Service could help.
Discuss your Salesforce training needs
Tell us who needs training, which tasks they need help with and whether you prefer on-site or online delivery. We’ll help you agree the topics and format. Complete the form or call us on 08456 525 625.