Salesforce training

web based or in person. ALL Skill LEVELS WELCOME.

Equip your team with the tools they need to master Salesforce. The Agate Group offers training courses for Salesforce Administrators, Salesforce Developers, executives, and end users.

Choose from our pre-built training courses or create your own customized training program. Our trainers are ready to empower your team with Salesforce skills.

 
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Experienced Trainers

Our team has completed over 1,000 Salesforce implementations for customers across various industries. Plus, we have more than 30 years of combined experience on our training team.

All training programs can be customized to fit your specific needs. We have helped companies new to Salesforce get their team up to speed and increase user adoption. As well as trained existing admins and developers advanced techniques to make them more productive in the Salesforce.com system.

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Training to Fit Your Schedule

We offer immediate web-based courses, training via web-conference, and on-site, in-person instruction. We understand that based on your employee’s skill levels, different types of training may be needed to be most effective.

All of our trainers are 100% US based so you can count on quick response times and easy communication throughout the training process. What are you waiting for? Take your team’s productivity to the next level.

 
 

training packages and pricing

 Computer based

Learn where you want, when you want with computer based training. Training modules are ready to go and can be completed at your own pace.

Live Web Training

Get training from experienced Salesforce professionals with an open forum to ask questions in real-time. Live Web Training can be scheduled Monday-Friday.

In Person

Looking for a trainer to come to your team? We offer in-person training to companies throughout the U.S.. Rates are based on attendees and the location.

 
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Training for all salesforce levels

 

Salesforce UserS

  • Configuration of search settings and user interface

  • Chatter configuration and setup

  • Creating list views

  • Creating, customizing, and running reports

  • Managing and creating activities

salesforce Administrators

  • Onboarding and managing users

  • Security and data access

  • Setting and managing permissions

  • Customization: fields, data, reports, and dashboards

  • System automation

 
 

Salesforce DeveloperS

  • Creation of Apex triggers

  • Custom Visualforce controllers

  • External system integrations

  • API integration

  • Metadata migration

  • Unit test creation

 
 
 

free training schedule

Scroll through our calendar to see dates and times for free Salesforce training.

Training topics rotate throughout the month and include:

  • Salesforce Admin 101

  • Salesforce Super Admin

  • Salesforce Developer 101

  • Integration Basics

  • Workflow Best Practices

Don’t see a free training that works with your schedule? Contact our team and ask about other dates available.

*Class scheduling based on availability

 

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How We’ve Helped our Clients

Client needed customized training

Client Situation: 

The client wanted Salesforce training to supplement their existing knowledge, but all programs they found previously would waste time going over pieces they already knew. The client’s goal was to streamline Salesforce processes and get training. 

The Agate Group Solution:

Onsite team training and continued support.  We learned this client’s business processes, identified areas of opportunity, and provided their team with the tools to implement and execute them successfully. No time was wasted because we understood their current knowledge base and only trained them on topics they were not familiar with. 

Result:

We improved efficiency for the client, empowered the team with new Salesforce abilities and provided continued support as their engineers continued development.

API AND PLUGIN INSTALLATION ISSUES

Client Situation:

The client installed, uninstalled, and reinstalled plugins (APIs) incorrectly. Thereby creating automation and workflows they did not want and were unable to reverse.

The Agate Group Solution:

The Agate Group provided one-on-one training, team training, and a plugin and API installation guide. Our developers removed the unnecessary and incorrect workflows that existed and empowered their team with training on how to best complete future installations.

Result:

The client’s Salesforce system was back up and running. They were able to find and install a more appropriate plugin for their intended use using our Plugin Installation Guide.

Prevent system breaks

Client Situation:

A client’s tech-savvy Salesforce Administrator implemented advanced functions that broke vital pieces in their Salesforce system. The client needed instruction on how to prevent future breaks, and have Salesforce reset to how it was prior to the incorrect implementation.

The Agate Group Solution:

One-on-one training, Agate developer intervention, and continued training support. The Agate Group provided a best practice guide for new functions and plugin implementations. Our developers fixed their Salesforce processes and provided continued support and code reviews for future implementations.

Result:

The client’s Salesforce Administrator was able to implement useful functions without further breaks, increasing personal skill growth and the company’s business efficiencies.

Trailhead not working for a new employee

Client Situation:

A recently hired entry-level Salesforce Developer was anticipating learning what they did not know from Trailhead. After getting stuck several times, they needed another resource.

The Agate Group Solution:

The Agate Group provided web-based training on the new developer's challenge areas.

Result:

The Agate Group empowered the new developer with new skills and provided a continued resource for future learning.

 

 

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Frequently Asked Questions

CAN THE AGATE GROUP COME TO OUR LOCATION?

We sure can! Our trainers have traveled to locations near and far to teach organizations how to best utilize Salesforce.

CAN WE TAKE THIS TRAINING ON OUR OWN TIME?

Definitely! We can create a training course that is accessible to you on your time.

CAN YOU TRAIN A GROUP AT ONCE?

Gladly! No matter the size of your training class, we can create a curriculum that is suitable for your group.

CAN WE HAVE YOU TRAIN OUR TEAM MORE THAN ONCE?

Of course! Salesforce technology is constantly evolving, so to reap the greatest benefit we suggest regular training sessions.

I AM JUST ONE PERSON. CAN I STILL TAKE PART IN YOUR TRAINING?

Yes you can! We have trained Salesforce Administrators/Developers that manage the system for their entire organization.

I AM A BEGINNER WITH SALESFORCE. CAN YOU TEACH ME JUST THE BASICS?

Absolutely! Depending on your specific needs, we can address the most common, fundamental areas to make a powerful impact.

WHY WOULD I NEED TRAINING WHEN I CAN GET THE INFORMATION ONLINE?

Online knowledge is out there, but our team has extensive Salesforce experience you can trust.

 

Are you ready to empower your team?

Ready to schedule a training session for your team? Current training sessions offered include Administration 101, Developer Basics, Integration 101, and User Adoption. Looking for a customized training session? We can build a custom training course to suit your organization’s needs. All training is done via a web conference at a time that is convenient for your team.

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