Salesforce Training for
Sales/Service Clouds & Pardot

We’ll Help Ensure Quicker Adoption

With any KeyNode Solutions integration, customization, or implementation project, marketing and sales teams receive equally customized online Salesforce training sessions. Led by our seasoned and certified San Diego-based experts, these sessions help teams ramp up as quickly as possible by encouraging quicker platform adoption. And to help train new team members down the road, all training sessions are recorded and hosted online for future reference.

It’s time to learn Salesforce!

We Specialize in Team Ramp Ups

training hrs. completed

team work hrs. saved

yrs. combined experience

of successful projects

sales manager taking a salesforce training

Trainings take place online or onsite regardless of location.
Initial Salesforce training sessions cover the basics of the platform to lay the foundation for following training sessions that include the nuances of the company’s unique requirements, third-party integrations, and/or processes.
Separate training sessions for teams and managers. Managerial training focuses on process tracking, reporting, etc.)
Trainings can be general or hyper-focused on a specific area of Salesforce.
Trainings cover the Salesforce Lightning user interface
All training sessions are recorded for future reference.

Separate Team & Managerial Training Sessions

Salesforce Training for Teams

Team training typically takes place across several one-hour sessions, depending on group size and/or role. Session content can range from basic setup and novice-level tutorials to complex, multi-integration sales process trainings. As part of the onboarding process, we work with managers to strategize a proper training schedule to ensure the quickest team adoption.

Schedule a team training

A manager learning Salesforce Sales Cloud on her computer

Salesforce Training for Managers

Managers need their own process-tracking and reporting tools as well as assets that help support quickly growing sales and marketing teams. Hence, they naturally have a unique set of customizable tools and reports at their disposal. We make sure managers receive the necessary training to understand these crucial assets and help ensure success for their entire department.

Schedule a managerial training

Beginner Salesforce Online Training Agenda

Learn how to navigate Salesforce

The goal of our online Salesforce training services is to ensure you and your team are as comfortable with the platform as possible. After all, because it’s so powerful, there is a bit of a learning curve.

If necessary, during our first training session, we cover the basic functions of Salesforce, including basic setup needs, to provide a conceptual foundation and “map.” That’s why our goals for the first training are simply to learn how to navigate and understand standard Salesforce functionality.

Become comfortable with the interface

Gradually, through future training sessions, more complex concepts and elements are added. But for now, we keep things pretty general. To keep engagement up (and consequently adoption), we encourage trainees to speak up and ask questions early and often.

Go over the concept of Objects / Tabs / Like Excel
Waffle / App Launcher
Home Setup (if applicable)

The Object Overview

Here we discuss the concept of the “Object.” Think of an object like an entity in standard database terms. It is the container for all the information on a certain person, place or thing you want to store data on. Consider a school, which might need to track its students, teachers, and classes. To do this, it would create objects in Salesforce, for students, teachers, and classes. There are multiple Objects in Salesforce:

The Contact object: People who work at companies
The Account object: Companies
The Lead object: Unqualified prospects
The Opportunity object: Qualified prospects
Various Custom objects: extra objects tailored to a business’ process needs.

How to Use the Platform

Here we start getting our hands dirty and creating contact, account, and lead records. We also begin navigating list “views.”

How to create a Lead
Show a List View
Create a List View
How to use Global Search (with * wildcard, AND, OR)

How to Navigate Records

Next we go over…

Lead Page Navigation
- Progress Bar
- Related Lists / Activities / Chatter
- Chatter (instant message and/or social media)
  - @mention users in system
  - Records activities that are tracked
  - Follow

Create a Task
Edit a Record (in-line or page layout)
Section Roll-ups (maintains state for you)

How to Manage Data Across Associated Objects

Now we begin to piece together the sales process conceptually. This is where most of the “Aha!” moments take place.

How to convert a Lead
How to move data to the appropriate “Object” (Account, Contact, Lead)
Discuss how one does not HAVE to create a Lead first (could create these records separately and connect them)
Discuss how “Activities” on the Lead record move over to the associated Account and Contact objects – Activities rollup to Accounts but can be seen just for the Contact (or Opportunity) records.

We’re certified in the products you need to learn: Salesforce Sales Cloud, Service Cloud, Pardot, Community Cloud, and others

SFDC Community Cloud Consultant Certified

SFDC Data Architecture Management Designer Certified

The true value of your Salesforce suite lies in how well you and your team know how to use it. Simply implementing solutions that fine tune your business processes isn’t enough; your team needs to know how to unleash its full potential. Our San Diego-based Salesforce training team members provide certified online training sessions that will ensure the world’s #1 customer relationship management (CRM) software will be adopted for your organization on time.

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Salesforce Training FAQs

What types of Salesforce Training are available?

KeyNode Solutions offers a wide variety of Salesforce Training modules to help your organization. Here are just a sample of the type of training we provide:

Initial Training Sessions: These cover Salesforce basics and establish the foundation for subsequent sessions to include your company’s unique processes, Salesforce integrations, and requirements.
Specific Role Sessions: These are tailored to the participants, and can be for in-house admins, day-to-day users, full teams and managers. Our manager-specific training focuses on process tracking, reporting, etc.
Area-Specific Sessions: Depending on the need, these can be general or highly specific to an individual area in Salesforce.
And Many More!

Regardless, we make sure to record all training sessions so that absent (or future) team members can utilize these comprehensive resources and get up to speed quickly.

Is Salesforce Training in-person or remote?

We offer both in-person and remote training opportunities for our clients. Regardless of your needs and/or location, our San Diego-based Salesforce Training consultants are here for you!

How much does Salesforce Training cost?

The cost of our training sessions varies depending on the subject matter being covered and the number of participants. At KeyNode Solutions, we pride ourselves on providing in-depth, in-person, customized training. Contact us today to learn more!

Our Latest Salesforce Training Review

“We found KeyNode after a bad experience working with an implementation partner. KeyNode’s team took the time to understand our business and design solutions specific to our needs. In addition, they made suggestions for Salesforce best practices and features that we did not know we could leverage. I would highly recommend them as a Salesforce partner and we plan on continuing to work with them as our business grows. My only regret is that we did not use them during our initial implementation as we would have saved thousands of dollars and hours of work. Thank you for helping us fix the mess we were in and making the process as painless as possible.”

Michael G., VP, Business Development

Our Latest Salesforce Training Review

“KeyNode provided a disciplined evaluation of our company’s use of Salesforce, and delivered high performing optimization that is customized for our business work flow.”

Denise C., Director of Marketing

Our Latest Salesforce Training Review

“KeyNode Solutions built out our Salesforce customization in the very fast timeline we requested and were able to capture all of our requirements on the first run allowing us to implement the platform and begin getting benefits from it right away.”

Chris P., VP of Client Success

Our Latest Salesforce Training Review

“KeyNode provided rapid turnaround on requests and did a good job helping with requirements gathering and translating our requirements into what it would look like on Salesforce Service Cloud.”

Kristin F., Market Development Scientist

Our Latest Salesforce Training Review

“The KeyNode Solutions and their team members are extremely competent, efficient and truly understand our priorities and constraints as a nonprofit organization. We did an extensive evaluation on potential Salesforce partners and they were the only team that could help design the solutions that were meeting our requirements and were within our budget. It is rare that you work with people who really think through all the aspects, who are mindful and resourceful, solutions-focused and two steps ahead. We truly consider them our partner who cares not only about the technology aspects but also our overall mission. Thank you KeyNode! You are the BEST!”

Asia M., Program Director

Ensure Quicker Salesforce Adoption!

Call us today at (858) 215-5371 or simply complete this form

Our team of dedicated San Diego-based Salesforce-certified consultants will be happy to simplify your day-to-day management of Salesforce and make it work for your business at full capacity.

Your success is our 100% priority!