Course Overview
Salesforce is a widely adopted CRM platform that helps organisations manage customer relationships, sales pipelines, and business insights. This mentor-led course is designed for business users who want to confidently use Salesforce in their day-to-day roles without requiring technical expertise.
You will explore core CRM concepts and learn how to navigate the Salesforce interface efficiently. Through practical scenarios, you will work with leads, contacts, and opportunities, gaining a clear understanding of how customer data is structured and used across teams. The course also introduces reporting and dashboards to help you track performance and make informed decisions.
By the end of the programme, you will be able to manage your daily CRM tasks with confidence, maintain accurate data, and collaborate effectively with colleagues. The focus on real-world application ensures you can immediately transfer your learning into the workplace.
Hands-On Learning
Realistic CRM workflows, lead tracking, reporting exercises, and pipeline simulations.
Mentor-Led Sessions
Guided walkthroughs, live demos, and scenario-based coaching led by experienced practitioners.
Career-Ready Skills
Practical Salesforce usage, CRM workflows, reporting, and team collaboration.
Learning Outcomes
Design efficient CRM workflows for tasks
Analyse customer data using reports
Implement accurate data entry practices
Communicate insights through dashboards
Evaluate sales pipeline performance
Lead effective CRM usage within teams
Prerequisites
Basic computer and internet skills
Understanding of business processes
No prior CRM experience required
Detailed Syllabus
Step-by-step learning journey from basics to professional practice
Topics Covered
- CRM fundamentals and terminology
- Salesforce environment overview
- Access, login, and setup basics
Skills You'll Gain
Master these in-demand skills through hands-on practice
Career Progression
A clear view of the roles this programme supports, what typically comes next, and where learners progress over time
Ways to Learn
Choose the learning format that works best for you and your team
Live Online
Instructor-Led Training
Join live instructor-led sessions from anywhere. Interactive, engaging, and flexible.
- Live instructor interaction (real-time)
- Trainer-led walkthroughs and real examples
- Guided resources and session notes provided
- Structured Q&A and practical discussion
Price per person
Group enrolments and early planning options available.
All prices are exclusive of VAT where applicable. Group enrolments and custom packages available on request.
Prefer a Faster, Personalised Route into IT?
Not everyone learns best in a group. If you want focused guidance, faster clarity, and confidence you can use on the job, our 1-to-1 Fast-Track Training gives you private, mentor-led support tailored to your experience and goals.
"Many learners choose 1-to-1 when they want understanding, not memorisation."
Exam & Certification Information
Everything you need to know about the certification exams
Important Information
You will receive an Xcademia certificate of completion based on participation and successful completion of labs and scenario simulations.
Credential
Certificate of Completion
On successful completion of Salesforce for Business Users, learners receive an Xcademia Certificate of Completion. This standalone certificate is issued directly by Xcademia and is aligned with globally recognised frameworks and best practices.
Frequently Asked Questions
Everything you need to know about this course
Yes, it is designed for users with no prior Salesforce experience.
Ready to Start Your Learning Journey?
Take the next step in your professional development