Training made to fit your team.
Even the most powerful platforms are only as effective as the people using them. If your team isn’t fully confident in navigating and utilising Salesforce, it could be costing you time, money and missed opportunities. That’s where we come in.
“The success of your CRM doesn’t come from the technology alone, it comes from confident, capable people using it well.”
Ben Coleman, CEO, Performa
Our approach to training.
Forget generic how-tos. Our sessions are hands-on, role-based, and delivered in your language, not Salesforce jargon.
- Tailored for Sales, Service, Marketing & Operational teams
- Admin & Super-User development
- Available 1:1, in small groups, or across departments
- In-person or virtual delivery
- Train-the-trainer options available
Who is it for?
Whether you’re launching Salesforce for the first time, onboarding new staff, or need a refresher on new features and clouds, our training is built to serve:
- New Salesforce users
- Internal Salesforce Admins
- Team leads and department heads
- Business Analysts and Ops teams
- Decision-makers seeking visibility and dashboards
Frequently asked questions
What types of Salesforce training do you offer?
We provide tailored training for end-users, administrators, and team leads. Whether it’s a high-level overview or deep-dive sessions for specific roles or clouds, we shape the content around the needs of your team.
Is the training delivered online or in person?
Both options are available. We deliver remote sessions via Google Workspace, or we can come onsite for hands-on, in-person sessions. Hybrid models are also possible. Whatever you need – just let us know!
How long are the training sessions?
Sessions typically range from 1 to 3 hours depending on the topic and depth required. Full-day workshops are also available for onboarding, admin training, or intensive rollouts.
Do you provide training documentation or recordings?
Yes – we can provide tailored resources such as step-by-step guides, slide decks, and recorded sessions where needed, so your team can refer back to them at any time.
Can you train our internal trainers or power users?
Absolutely. Our “Train the Trainer” model is ideal for organisations who want to build internal capability and scale training long term.
What if our team already uses Salesforce but needs a refresher?
We offer refresher sessions tailored to your current usage – whether you need help with new features, workflow updates, or changes in team structure.
Is this training suitable for multiple departments?
Yes – we tailor sessions for Sales, Service, Marketing, and Ops teams. We ensure each team receives relevant, role-based training that aligns with how they use Salesforce.
Dive into our knowledge hub.
Why work with Performa?
We’re not just here to manage Salesforce. We’re your team behind the scenes, making it work smarter for you.
