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Salesforce Training For Educational Establishment

Training a team to use the new or longstanding Salesforce is critical to making a school/college/university runs smoothly. Training staff can also generate new ideas for innovation, both Salesforce and Cirrico has great tools to train an organisations team.

Training is often better than a change of process


Getting a new IT system of any kind can bring with it many challenges. One of the main ones is making sure that all members of staff know how to use the system. This is not just how to use Salesforce but how to use the organisations specific configuration of Salesforce.


For a new Salesforce system, change management tactics can be employed to help staff to thrive and the organisation to grow. For a Salesforce system that has been in place for a while, there may well be processes that staff have started to use that could use some automation or to be integrated with other data.

Training on a system that Cirrico has built 

Part of the Cirrico way is to offer training on any solution that Cirrico builds or implements into an org. This is not just training for system admins but also to the staff that will be using the system day to day. At Cirrico we will always train the trainer, empowering admins and staff to teach other staff about how to use the Salesforce system.


Admin training from Cirrico

The majority of features and functionality within Salesforce is the same, no matter how big an organisation is or what area the organisation is in. Our team has created over 30 videos (with many more in the works) on the bread and butter functions of all Salesforce systems. Cirrico can also provide admin training to teams on request through our Managed Service offering.


Custom training in partnership with Salesforce

Salesforce has its own training platform, called Trailhead, for all its customers and users, Cirrico can create custom trails for an organisation with the parts of Salesforce that an organisation are using. Cirrico can also work with organisations to add their own content to custom modules with Trailhead, using myTrailhead.


Learning Salesforce

Organisations who have members of staff who are not efficiently trained on their Salesforce system and lack the basic knowledge to use the system will run into issues, below are some of the issues an organisation in this situation could face.


Inability to troubleshoot simple Salesforce issues


No consistent or reusable training methods for new team members


Not maximising the Salesforce system to its full capabilities


Not all team members using the Salesforce system

The benefits of learning Salesforce

Trailhead is Salesforce’s online learning platform that can be customised for an organisation using myTrailhead. Whether you they are a beginner or preparing to take Salesforce certifications, Trailhead is the best starting place for starting a Salesforce journey.


Team members can troubleshoot simple Salesforce issues


All team members aligned to using the Salesforce system


Increased efficiency


New team members have a reusable training deck that they can follow to learn how to use the Salesforce system

Don’t take our word for it

Our customers are our best brand evangelists, when we helped out Street Soccer they had some very nice things to say about us.

The whole team is much more switched on and engaged due to the technology implemented and this will have a big impact across the business

Cameron Black - Central Operations Manager

Read this success story

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