Who it may suit
- People beginning work with Salesforce
- Business users who want stronger CRM capability
- Teams seeking more consistent use of customer data and processes
Coming soon
Commercial short course
Salesforce CRM
Build an understanding of Salesforce CRM concepts, everyday user workflows and administration foundations.
Course overview
Know what the learning is intended to cover before you enquire.
The proposed course is being scoped around demonstrations, guided practice and realistic CRM scenarios.
What you should be able to practice
- Explain core CRM and Salesforce concepts
- Work with common records and workflows
- Create or interpret basic reports
- Recognise data-quality, access and adoption considerations
Prerequisites
No Salesforce certification is required. Familiarity with customer or business processes will be helpful.
Practical work
A guided CRM scenario involving records, process steps and reporting.
Learning areas
Exercises and examples are connected to workplace tasks.
The final emphasis reflects the agreed level and learning plan. Course content is confirmed before any paid training begins.
01CRM foundations
02Salesforce records and processes
03Reporting and data quality
04Administration and adoption
How learning is arranged
The proposed course is being scoped around demonstrations, guided practice and realistic CRM scenarios.
Session plan
To be confirmed when the curriculum and delivery options are finalised.
Assessment approach
Proposed formative feedback only. This is not a Salesforce certification programme.
Confirmed before enrolment
The curriculum, availability and fee have not yet been finalised. You may register your interest without committing to enrol.
This is a course run by Kiwi Fern Education facilitated by trainers from the industry. The outcome is not an NZQA qualification or vendor certification. We prepare for vendor certifications if required. The course with or without vendor certification, may help you strengthen relevant skills and practical capability, but we do not guarantee employment.
Speak with our team
Register your interest in this course.
We’ll contact you when the curriculum and availability have been confirmed.