SALESFORCE CRM TRAINING TO BOOST SALES AND AUTOMATE YOUR PIPELINE
Hack'celeration offers a hands-on Salesforce training program designed to help your team unlock the full power of the world's #1 CRM. Our practical, results-driven approach teaches you how to configure Salesforce, manage leads and opportunities, customize dashboards, and automate your entire sales process. With Trailhead, Salesforce's official learning platform, you can progress at your own pace through guided learning paths. Whether you're a beginner looking to learn Salesforce step by step or an advanced user aiming to optimize your sales pipeline, our expert Salesforce training empowers you to boost efficiency and drive long-term performance across your organization. Need ongoing support? Our Salesforce agency can help you implement and scale your CRM with confidence.
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Why take a SalesForce training?
- Quick wins: set up sales pipelines and operational dashboards during the session.
- CRM automation: triggers, actions, and ready-to-use scenarios to manage leads, opportunities, and follow-ups.
- Advanced data management: best practices for qualification, validation rules, and Salesforce governance.
- Powerful integrations: connect Salesforce with your tools (emailing, marketing automation, ERP, API) using platforms like Make to centralize your tech stack.
- Personalized guidance: group workshops + weekly one-on-one sessions to adapt Salesforce to your business processes.
What you'll learn in our SalesForce training
MASTER THE BASICS OF SALESFORCE: ACCOUNTS, CONTACTS & LEADS
In this first module, you'll dive into the essentials of Salesforce. You'll learn how to create and manage your accounts, contacts, and leads, structure your customer data, and work effectively with standard objects. The goal is to build a solid foundation that allows you to track prospects and customers seamlessly, without losing valuable information. These skills complement other CRM platforms like HubSpot, giving you versatile data management expertise.
MANAGE YOUR SALES PIPELINE: OPPORTUNITIES & FOLLOW-UPS
Learn how to build and optimize your sales pipeline in Salesforce. From lead qualification to closing opportunities, you'll discover how to track every stage, schedule timely follow-ups, and implement clear sales processes. The result: real-time visibility on your pipeline and smarter prioritization of your next actions.
CUSTOMIZE DASHBOARDS & REPORTING FOR BETTER TRACKING
In this module, you'll discover how to design custom dashboards tailored to your teams. Learn how to build dynamic reports, track key KPIs (revenue, conversion rates, forecasts), and share insights with managers and colleagues. You'll leave with a powerful visual tool to monitor and optimize your sales performance.
AUTOMATE YOUR WORKFLOWS WITH FLOWS & RULES
Salesforce helps you cut down on manual work with powerful automation features. Learn how to leverage Flows, validation rules, and workflows to build real-world scenarios: from automatic notifications to field updates, task creation, and email triggers. Boost your efficiency while ensuring greater reliability in your business processes. These skills are also valuable in tools like Airtable for managing automated data workflows.
INTEGRATE SALESFORCE INTO YOUR STACK (EMAIL, ERP, API)
A disconnected CRM quickly loses impact. In this module, you'll learn how to connect Salesforce with your existing tools: email marketing platforms, ERP systems, marketing automation tools, and even through APIs. Discover how to centralize information and streamline data flows to build a seamless, fully integrated digital ecosystem.
ENHANCE DATA QUALITY & CRM GOVERNANCE
Finally, you'll dive into the best practices of data management. Learn how to keep your database clean, set up validation rules, apply consistent naming conventions, and manage user access rights. This module ensures the reliability of your data and helps you establish sustainable Salesforce governance.
Why train with Hack'celeration?
AN EXPERT AGENCY THAT UNDERSTANDS REAL BUSINESS CHALLENGES



