Admin Fundamentals
Give an operations team a shared Salesforce foundation that reduces configuration drift and makes everyday work easier to support.
Private team format · flexible delivery
Flat rate $499
View workshop detailsBrowse private Live Instructor-Led workshops, delivered in real time by industry practitioners and built around your team’s real Salesforce workflows, practical delivery goals, and the capabilities modern businesses need.
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Start with the capability your team needs, then choose the workshop and delivery format that fits your goals. Explore the tracks below or open a workshop to discuss the right private cohort.
Give admins and operations teams a shared way to configure, automate, and measure Salesforce.
Give an operations team a shared Salesforce foundation that reduces configuration drift and makes everyday work easier to support.
Private team format · flexible delivery
Flat rate $499
View workshop detailsImprove the quality and trustworthiness of Salesforce data so teams spend less time fixing records and more time acting on them.
Private team format · flexible delivery
Flat rate $499
View workshop detailsReplace repetitive handoffs with maintainable Flow automation that shortens cycle time while keeping exception handling visible to the team.
Private team format · flexible delivery
Flat rate $499
View workshop detailsTurn Salesforce activity into a decision system: consistent definitions, role-based dashboards, and reporting habits that expose bottlenecks early.
Private team format · flexible delivery
Flat rate $499
View workshop detailsHelp technical teams build, test, and ship platform work that scales with the business.
Help developers ship safer custom Salesforce work with bulk-safe Apex, meaningful tests, observable errors, and a shared code-review standard.
Private team format · flexible delivery
Flat rate $499
View workshop detailsBuild responsive Lightning Web Components that make high-value team tasks faster, clearer, and easier to maintain across the Salesforce experience.
Private team format · flexible delivery
Flat rate $499
View workshop detailsReduce brittle point-to-point work by giving technical teams a practical framework for secure APIs, reliable data movement, and integration ownership.
Private team format · flexible delivery
Flat rate $499
View workshop detailsTurn sales process friction into better visibility, productivity, and revenue operations.
Improve revenue operations with a shared lead-to-cash model, cleaner pipeline signals, and automation that removes friction from seller handoffs.
Private team format · flexible delivery
Flat rate $499
View workshop detailsPut Einstein and intelligent automation behind the moments that slow sellers down, with measurable gains in preparation, follow-up, and pipeline hygiene.
Private team format · flexible delivery
Flat rate $499
View workshop detailsCreate service workflows that help agents resolve cases faster and more consistently.
Help service admins create a support operation agents can adopt, with clear routing, useful context, governed automation, and visible service levels.
Private team format · flexible delivery
Flat rate $499
View workshop detailsStandardize intake-to-resolution work so cases reach the right person sooner, escalations are predictable, and customers receive consistent updates.
Private team format · flexible delivery
Flat rate $499
View workshop detailsBuild secure customer and partner experiences around the journeys that matter most.
Launch a secure, useful Salesforce experience around one customer or partner journey, with clear access rules and a practical adoption path.
Private team format · flexible delivery
Flat rate $499
View workshop detailsGive channel teams a partner portal that makes collaboration and deal progression easier without compromising account, opportunity, or document access.
Private team format · flexible delivery
Flat rate $499
View workshop detailsGo deeper into quoting, marketing, and field-service decisions with a delivery lens.
Reduce quote rework by modeling products, pricing, bundles, approvals, and exceptions around the way your revenue team actually sells.
Private team format · flexible delivery
Flat rate $499
View workshop detailsImprove field efficiency by connecting work orders, resources, schedules, inventory, and mobile execution into one operational rhythm.
Private team format · flexible delivery
Flat rate $499
View workshop detailsConnect audience, content, journeys, and measurement so marketing teams can improve relevant engagement without losing control of consent or deliverability.
Private team format · flexible delivery
Flat rate $499
View workshop detailsNeed a custom path?
Tell us what your team is trying to improve. We’ll recommend a workshop sequence, format, and practical next step.