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Salesforce Training

How Codleo Thinks

Codleo believes in the power of Salesforce and its transformational ability. It enables the sales department to enhance productivity and sell efficiently by using Salesforce in an effective manner. For years we have harnessed the power of salesforce to trigger an upswing in sales in companies. At the core of Salesforce Training is the belief that focused customized, interactive and hand-on training leads to efficient results and greater user adoption.

The most successful training solutions are those which get the potential users to:

  • Get an understanding of the processes
  • Understand the potential of using it for achieving individual success
  • Get familiar with the tool through hands-on training

We help companies to understand that in order to expand their business, CRM is the way forward. We have observed clients still using spread sheets while others who use salesforce have not been able to get their sales personnel to either use or effectively use it.


How Codleo Works

Our process starts with intensive discussions with the executive and senior management stakeholders to understand the nature of the business, the requirements and challenges. Next, we focus on the frontline sales leaders as they are critical in leading the behavioral changes. Our sales programs focus on these sales leaders training so they get maximum benefit from learning the following:

In order for the training to be successful,we believe that our trainers must:

We derive great satisfaction from seeing sales personnel embracing Salesforce which in turn leads to the company benefitting vis-à-vis financial bottom lines, efficiency and time saving.

Salesforce Training for Sales Teams

Customized Training
Our training programs/modules are customized to suit your sales personnel and their requirements
Our onsite training will enable your sales teams to:
  • Understand how Salesforce Lightning works
  • Realise how Salesforce Lightning can help them achieve greater success
  • Learn how to create and track leads, key accounts and contacts
  • Stay on top of their sales pipeline
  • Understand how they’re tracking against the right set of activities

Our training is created after understanding your overall objectives and enables the sales team to comprehend how salesforce lightening is a mighty tool to achieve success and financial targets.

Workshop Objectives

Sales Team Workshop Objectives

Demonstrate the benefits for a sales person

Our workshops train the sales persons to be more effective using salesforce lightening and at the same time be on the same page with reference to the firm’s reporting goals.

Create a Weekly Game Plan

Your sales team will get a better understand how the reporting can give them valuable insights which can lead to better weekly planning. They will understand how Salesforce provides guidance on what constitutes a great week and track towards that every day.

Keep Opportunities current with native Salesforce Lightning Tools

The team is briefed on the power of tools such as the Virtual Assistant, Sales Path and Kanban Board which will guide them on the most pressing deals and conversant with issues that need the highest priority

Harness Salesforce Lightning Activity Management

Our workshop will change the way the sales teams function. Salesforce Lightning Activity management will allow sales teams to track leads, key accounts, open opportunities & so on. This leads to efficiency with the time saved spent on other activities. Preparing reports etc is a thing of the past.

Learn to save time using the Salesforce Lightning Mobile App

We demonstrate how sales people can save valuable time by using the native voice distinction features available on their phone for just 5 minutes after a sales call.

Salesforce Training for Sales Leaders

Leadership Focused Training
The trainers engage with your sales leaders to understand the nature of your business and factors which motivate business decisions. We will examine your current sales management processes and convert that into Salesforce Lightning. If you don’t have a sales process, we will work with your team to design one.
Our training workshops will enable your sales leadership to:
  • Perceive the core principles leading to great sales performance
  • Highlight the cores indicators of your business
  • Create List Views, Reports and Dashboards that track these activities
  • Translate existing Excel spreadsheets into modern Salesforce Lightning Reports
  • Run weekly pipeline reviews and one-on-ones using the Salesforce Lightning Kanban Opportunity Board

This training is designed to exhibit to the sales leaders their ability to extract relevant data, assess team performance, identifying and correcting low adoption rates and buy-in from team members.

Workshop Objectives

Sales Leader Workshop Objectives

Create List Views & Reports

The sales leaders will learn about key reports which are essential to better understand the sales pipeline health and the activities of the team members. They will learn to create their own folders where they can park their much needed reports

Define Activity Metrics

Tracking of the team’s performance on a daily, weekly and even monthly basis is the key to the growth of the company. The Leading Indicators for your business are meant to determine what strong sales performance really looks like, and we will train the sales leaders on how to empower the sales team to capture this data.

Improve Coaching

We will guide the sales leaders on how to run more productive review calls and one-on-one discussions along with furnishing structured instruction to team members on addressing future performance objectives. The day to day activities of the sales department is a key feature in order to use the salesforce lightening tool effectively.

Demonstrate Motivational Techniques

Behind the success of a company & team are successful & motivating leaders. We demonstrate how they use Salesforce Lightning to spot the bright sparks and reward them, at no cost to the firm.

Foster Greater Adoption

We present to the sales leaders how to motivate team members to successfully adopt Salesforce Lightning using reports, list views and Chatter

Mobile Training for Field Sales Reps

Custom Training for Salesforce Mobile
We provide intensive training to your field sales representatives who are the face of the company in the market.
Our Salesforce Mobile training program will enable your sales reps to:
  • Access key Account and Contact data on their phones.
  • Check on the status of Opportunities and key notes immediately before the sales call.
  • Manage their day to day activities and finish assigned tasks with the tap of a finger.
  • Log call notes, update the Opportunity record, and set next steps within minutes. For most sales personnel, this is usually done in the car, using voice dictation, saving them valuable time.
  • If the solutions you are marketing have a physical presence, they will be taught how to use salesforce to click pictures of the client’s current setup and upload them on salesforce

The laptop proves to be cumbersome for field representatives at times. The mobile phone is a handy alternative. Our training enables them to leverage the power of cell phones from any location, any time.

Workshop Objectives

Salesforce Mobile Workshop Objectives

Our process starts with intensive discussions with the executive and senior management stakeholders to understand the nature of the business, the requirements and challenges. Next, we focus on the frontline sales leaders as they are critical in leading the behavioral changes. Our sales programs focus on these sales leaders training so they get maximum benefit from learning the following:

Create new Account, Contact and Opportunity records

Enter data from cell phones, anywhere and anytime

Manage Activities

Smoothly supervise the critical tasks and other steps by using the task list option on the mobile home page

Log Call Notes using your phone’s native voice dictation feature

We demonstrate how sales people can save valuable time by using the native voice distinction features available on their phone for just 5 minutes after a sales call

Improve record keeping accuracy and reporting

The key to improvements and success lies in possessing accurate and relevant data. We demonstrate how team members can obtain key data from sales call in the most efficient manner. This is done by ensuring that the right questions are asked and vital data has is not omitted. This also leads to securing data integrity.

Salesforce Training on Reports and Dashboards

Our Salesforce Training can curate a module to train your users on the importance of key reports, creating these reports and dashboards in Salesforce Lightning.
Our Reports training program leads your administrators, sales reps or leadership team to:
  • Create basic list views.
  • Understand the virtues of inline editing and Kanban Board displays
  • Build and secure report and dashboard folders.
  • Create tabular, summary and matrix reports.
  • Learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types.
  • Create and run dashboards. Schedule and email reports & dashboards.

This training will effectively demonstrate Salesforce Lighting users how to prepare, store and share key reports which are crucial to the running of the firm

Workshop Objectives

Salesforce Report Workshop Objectives

Importance of List Views, Reports & Dashboards and how to create them

We explain to the relevant teams the importance of reports in the success of the company and their role in it. They learn about creating folders and keying in critical data in the form of reports and dashboards.

Define Key Performance Indicators

Our engagement with the team leads to an identification of crucial performance indicators and how to capture this information within the purview of Salesforce aiding an increase in team productivity.

Duplicate Excel Reports in Salesforce

If your company data is mostly stored in excel format, we show how to replicate the same in saleforce. This leads to improvement in data accuracy and sharing between various company members.

Drive Greater Organizational Adoption of Salesforce

With accurate data in saleforce, sales team and leadership get a holistic view of clients, leads and conversions. Seeing the benefits for themselves leads to a greater adoption of the CRM by the relevant teams and management.

Salesforce Training for Non-Sales Roles

While it would appear that our training programs are solely focused on sales department, this is not the case. Salesforce training can also be imparted using customized modules for other departments such as marketing, operations and client servicing.
  • Familarise themselves with the Salesforce Object Model including Standard and Custom Objects built specifically for their roles.
  • Learn about Salesforce Lightning page layout model and how it applies to data storage & automates their unique business processes.
  • Be on top of all key activities and assign tasks to others in the firm
  • Manage key data and mass update records with inline editing on List Views.
  • Create reports that consolidate data to enable better and timelier decision making on key areas of business process.

Salesforce is a tool for everyone to use and benefit from. We create special training session to non-sales departments so that they can accrue the advantages of the CRM.

Workshop Objectives

Custom Salesforce Workshop Objectives

Understand the core functionality of Custom Objects

Ensure that the team understands Salesforce Object relationships and how they come together to provide extensive information on clients & opportunities.

Manage Activities

Salesforce Lightning’s native activity functions will enable you to manage daily tasks such as assigning tasks, logging key calls and events as well as managing projects within Salesforce.

Analyze Data with Salesforce Reporting

Salesforce allows detailed data sharing and analysis to arrive at better decision making

Mass Update Key Data

List Views and Inline Editing enable you to make changes to multiple records. This is done through using legacy lists and Kanban Boards together to keep operational data up to date.

Automate Operational Business Process

Our training is geared to enable you to automate your business processes as well as be on top of projects, supply chain activity or any other functioning. This is done by using both Standard and Custom Objects simultaneously.


  • Introduction to the Salesforce platform for CRM
  • Learn about Various components of Salesforce Cloud and
  • Details of customer support as well as inside & outside sales
  • Salesforce UI, business logic, security and other features
  • Designing the report, dashboard and portal in Salesforce
  • Validating data, customizing app and debugging
  • MVC model, architecture and SOQL

How our salesforce training helps you:

  • Gain knowledge of cloud computing.
  • Learn Salesforce CRM Customization.
  • Learn how to create custom reports in SFDC.
  • Learn how to create and plan workflow approvals.
  • Become Familiar with SOSL and SOQL Concepts.
  • Install an SFDC app exchange.
  • Learn about Visual Force in Salesforce.
  • Learn about Apex Programming language

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Feedback from our clients


Frequently Asked Questions

Our salesforce certification training is an extensive course which enables you to gain mastery over Salesforce Developer and Salesforce Administrator skill through its holistic learning techniques. During the training, you will learn about Salesforce fundamentals, Visualforce, Apex language, dashboard, process automation etc. The entire training is in line with Salesforce certification exams. Plus the course has been designed by industry experts.

The training includes practical training on real-time Salesforce projects that are relevant to corporate. Codleo offers lifetime access to videos, course materials, 24/7 support and course material upgrading to the latest version at no extra fee. For those looking to make a career in this domain, our course will open up bright employment opportunities.

At Codleo you can enroll either for the trainer-led online training or self-paced training.

We also offer corporate training for firms to up skill their workforce. Codleo trainers have 12+ years of relevant industry experience and they have been actively working as consultants in the same domain making them subject matter experts. Browse our sample videos to check the quality of the trainers.

Codleo is offering you the most updated, relevant and high value real-world projects as part of the training program. This way you can implement the learning that you have acquired in a real-world industry setup. All training comes with multiple projects that thoroughly test your skills, learning and practical knowledge thus making you completely industry-ready. You will work on interesting projects in the fields of high technology, ecommerce, marketing, sales, networking, banking, insurance, etc. Upon successful completion of the projects, your skills will be considered equal to six months of rigorous industry experience.

The scope of career opportunities in the NCR region of Delhi is ample. The region is home to a plethora of companies and industries, big and small, which are relying on CRM to increase sales, productivity and efficiency. Our course will help you make the best of the job opportunities available in this region.

The salesforce market in the region and the country is witness to a surge in growth, thanks to this tool by companies to gain insight on customer mindset via relevant and focused data. Therefore the demand for Salesforce will continue to rise making it highly desirable for professionals to master this CRM tool and gain from this trend

Our Salesforce CRM online Training fee is affordable and we have part payment option also. Salesforce modules are Administration, Development, App Builder, Lighting Essentials and Sandbox (Please join our free demo class to know which module suits you according to your experience and other factors. Our professional experts will give you the best counseling in demo class.) We are the best place for software courses at an affordable price and job assistance for aspirants, so utilize this opportunity and become a salesforce consultant with a good annual salary. We offer the best discounts in the market. Contact our representatives to know more.

You will be taught about various concepts from basics to advance, based on which you can create your own applications in sfdc platform. Our practical training helps you to manage Salesforce consultant duties in any organisation. Our aim is to make you professionally qualified and ready for the job market.

Salesforce is no. 1 in CRM segment and is a fortune 500 software company with best employee benefits. Large multinational corporate such as Google, Apple, Facebook are customers of Salesforce. So you can imagine the reach and power of this CRM tool. It’s going to create millions of jobs in coming times.

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