Salesforce Development Training Course

This instructor-led, live training in Brazil (online or onsite) is designed for intermediate-level marketing analysts and professionals seeking to refresh and enhance their Pardot skills, focusing on advanced reporting, dashboards, and engagement strategies.

By the end of this training, participants will be able to:

• Optimize Pardot for advanced email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Enhance prospect assignment strategies and engagement programs.
• Lever Pardot’s dynamic content and custom redirects to improve campaign performance.

Salesforce is a top-tier CRM platform designed to help organizations monitor, enhance, and expand their sales performance.

This instructor-led training, available either online or on-site, targets intermediate sales professionals looking to elevate their performance by adopting modern, high-impact sales techniques backed by Salesforce.

After completing this course, participants will be able to:

• Implement contemporary cold calling strategies to boost engagement.
• Utilize proven scripts to improve conversion rates.
• Establish rapport rapidly through psychological and interpersonal connection techniques.
• Harness Salesforce to monitor activities and speed up results.

Course Format

• Live demonstrations and guided discussions.
• Practical application using real-world sales scenarios.
• Interactive exercises conducted within a live Salesforce environment.

Customization Options

• Examples, scenarios, and exercises can be customized upon request.

Salesforce stands as a premier cloud-based CRM platform, empowering organizations to effectively manage customer relationships, automate key processes, and enhance team collaboration. This practical, hands-on course delves into core configuration techniques, object and application design, automation through Workflows, Process Builder, and Flow, alongside productivity tools designed to help teams operate more efficiently.

Delivered as an instructor-led live training (available online or on-site), this program is tailored for beginner to intermediate-level administrators, business users, and team leads who aim to configure Salesforce, automate routine processes, and boost user productivity.

Upon completing this training, participants will be equipped to:

• Configure objects, fields, page layouts, and record types to accurately model business data.
• Design and construct Lightning apps and pages utilizing the Lightning App Builder.
• Develop automation using Flow and other process automation tools to streamline tasks.
• Activate productivity and collaboration features, including Lightning Experience, Chatter, and various integrations.
• Create fundamental reports and dashboards to highlight critical metrics.

Course Format

• Interactive lectures combined with live demonstrations.
• Guided, hands-on exercises conducted within a sandbox organization.
• Real-world case studies accompanied by a brief capstone lab.

Customization Options

• For a customized version focused on Sales Cloud, Service Cloud, or custom objects, please contact us to arrange.

This instructor-led, live training in Brazil (online or onsite) is aimed at intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored for various Salesforce marketing campaigns.

By the end of this training, participants will be able to:

• Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that are optimized for performance across various devices and email clients within the Salesforce ecosystem.
• Leverage Salesforce data to create personalized email experiences.
• Test, deploy, and analyze email campaigns within Salesforce, including the use of analytics to inform decisions and optimize future campaigns for better performance and higher engagement.

This instructor-led, live training in Brazil (online or onsite) is designed for marketing staff, sales personnel, and customer service representatives who wish to set up, manage, and monitor Salesforce and its capabilities to better serve their customers.

By the end of this training, participants will be able to:

• Configure their Salesforce account to manage profiles, track activities, customize views and layouts, and personalize settings.
• Utilize Salesforce features and tools to attract, acquire, and service both existing and potential customers.
• Generate reports and dashboards to create valuable analytics and insights for the business.

Salesforce serves as a robust cloud platform that supports the entire insurance lifecycle—from quoting and sales to claims management and policy administration.

This instructor-led, live training (available online or onsite) is designed for intermediate-level professionals in the insurance and leasing sectors who wish to configure, extend, and optimize Salesforce to manage offerings, automate claims, and handle full policy lifecycles.

By the end of this training, participants will be able to:

• Configure Salesforce for quoting and pricing insurance products.
• Manage post-sales activities including claims, event registration, and payment automation.
• Model insurance products and administer policies across their full lifecycle.
• Adapt Salesforce to meet regulatory and operational needs in insurance and leasing.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Salesforce Insurance tools and configurations.
• Guided exercises focused on product creation, claims workflows, and policy automation.

Course Customization Options

• To request a customized training for this course based on your insurance or leasing products, please contact us to arrange.

This instructor-led live training in Brazil (online or onsite) is designed for administrators who want to use Salesforce Lightning to create web applications.

Upon completing this training, participants will be able to:

• Create responsive applications using Salesforce Lightning.
• Develop applications with minimal or no coding.
• Build a Lightning application from the ground up.

This instructor-led live training in Brazil (online or onsite) is designed for intermediate-level marketing professionals who aim to acquire the skills and knowledge needed to effectively utilize Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

By the end of this training, participants will be able to:

• Understand the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Learn how to create, manage, and optimize email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, create segmented audiences, and utilize data for targeted marketing efforts.

This instructor-led live training in Brazil (online or onsite) is designed for sales professionals from beginner to intermediate levels who wish to use Salesforce to manage leads, opportunities, accounts, and customer interactions to increase deal closure rates and improve sales performance.

By the end of this training, participants will be able to:

• Navigate the Salesforce Sales Cloud interface confidently.
• Manage leads, contacts, accounts, and opportunities.
• Use Salesforce tools to streamline workflows and track performance.
• Leverage reports and dashboards to gain insights into the sales pipeline.

This instructor-led, live training in Brazil (online or onsite) is aimed at beginner-level sales professionals and administrators who wish to effectively use and manage Salesforce Sales Cloud and its administrative features.

By the end of this training, participants will be able to:

• Navigate and utilize Salesforce Sales Cloud effectively.
• Manage leads, accounts, contacts, opportunities, and cases.
• Generate reports and dashboards for sales insights.
• Implement automation and workflow rules in Salesforce.
• Customize security settings and manage user access.
• Integrate Salesforce with Power BI, Tableau, and other tools for real-time data analysis.