A tool that's understood
is a tool that
pays off.

Choose from our training tracks, built to help your teams get the most out of their Salesforce. Your environment only reaches its full value once your whole team adopts it.

Get a quote See the 5 courses

Get up to 85% back in grants

A significant part of your training investment can be reimbursed, because Groupe Zulu is accredited under Québec's trainer certification. Contact our sales team to check your eligibility and find out how much you can claim.

Reach out

EVERY COURSE
HAS ITS PURPOSE

Each course is designed to give people exactly what they need to know for their role and responsibilities within your organization.

Navigate your environment with confidence

These courses make your teams self-sufficient in their own Salesforce environment. The goal: maximize adoption.

For: User Super-user Manager

Run it yourself

These courses prepare your in-house staff to administer and grow your platform on their own. The goal: your team's independence.

For: Beginner admin Intermediate admin

Five distinct courses

OUR CATALOG

Each one is a separate course, with its own audience and its own goal. Pick the ones that match your needs.

Master your environment

01

Course 1 · Salesforce basics

User

Level: Introduction

Introductory course for users discovering Salesforce and its core features. Designed to get your teams up to speed quickly and maximize CRM adoption.

What's covered

  • Navigating the Lightning interface
  • Company-specific workflows
  • List views, search and filters
  • Tasks, activities and chatter feeds
  • Data-entry best practices
  • Basic reports and dashboards
02

Course 2 · Going deeper

Super-user

Level: Intermediate

Designed for key users looking to explore the inner workings of Salesforce beyond daily tasks. Empowers your team to build first-level internal support.

What's covered

  • Advanced list views and filters
  • Basic administrative settings
  • Building advanced reports and dashboards
  • Data model fundamentals
  • Permissions and data sharing rules
03

Course 3 · Managing a team

Manager

Level: Management

Tailored for managers leading teams in Salesforce. Learn to drive performance through data, clear dashboards, KPI tracking, and CRM management best practices.

What's covered

  • Management dashboards
  • Key performance indicators (KPIs)
  • Team activity and pipeline tracking
  • Analyzing and acting on CRM data
  • Understanding roles and profiles
  • CRM team leadership best practices

GAIN INDEPENDENCE

04

Course 4 · Partial autonomy

Beginner admin

Level: Administration

Introduction to Salesforce administration. Gain the foundational skills needed to manage and grow your Salesforce environment with confidence.

What's covered

  • User management, profiles, and permission sets
  • Custom objects, fields and page layouts
  • Validation rules
  • Introduction to Flows and automation
  • Security and sharing model fundamentals
  • Data management and routine maintenance
05

Course 5 · advanced autonomy

Intermediate admin

Level: Advanced

Designed for Salesforce admins who know the fundamentals and want to master more complex platform features. Gain full autonomy over advanced configurations and reduce reliance on external support.

What's covered

  • Complex Flows and advanced automation
  • Advanced sharing model (OWD, roles, rules)
  • Sandbox and deployment management
  • Duplicate management and data quality
  • Advanced data management & imports

SHAPE YOUR LEARNING

06

Other · Custom-built

CUSTOM TRAINING

Have a specific need? Book a meeting with our team and we'll build a course tailored to your situation.

Contact the team

FREQUENTLY ASKED QUESTIONS

01Do you provide written material?
Absolutely. Every course comes with a complete training guide, full of tips and tricks, handed over as soon as you buy. Your teams keep a concrete reference to lock in what they've learned long after the session.
02Are your courses in person or online?
We always offer the option to train remotely or in person, though it's always nicer to meet face to face.
03Are these generic courses?
No. Our courses are tailored to your environment and your business processes. Training really shines when your teams learn in their own context.
04How many people can be trained at once?
Depending on the course, we recommend 4 to 10 people per workshop.
05How long do your courses last?
Five to six weeks. We run three core workshops spread over three weeks, plus a reinforcement workshop two to three weeks after the last one.
06Do you already need to know Salesforce well?
Not at all. Our courses cover every level of knowledge, from an introduction to your environment all the way to advanced administration. Everyone on your teams can find a starting point that fits their level and their role.

PROVIDE YOUR TEAMS
WITH THE RIGHT TOOLS

A short conversation is all it takes to pinpoint the course or courses that fit your situation and confirm your eligibility for grants.

Get a quote