This Salesforce training explains how customer data, sales opportunities and activities are modelled in Salesforce, and it suits newcomers in sales, service and marketing as well as future administrators. You work with leads, accounts, contacts and opportunities, set up validation and duplicate rules, and build reports and dashboards. No CRM background is required. Structure and scope are agreed on enquiry to fit your role and organisation.
What you’ll take away.
- Explain the Salesforce data structure of objects, fields and relationships
- Manage leads, accounts, contacts and opportunities along a sales process
- Set up validation rules, required fields and duplicate rules to protect data quality
- Build reports with filters and groupings and combine them into dashboards
- Adapt page layouts and Lightning pages to a team's way of working
Your training in detail
- Who is it for?
- Staff in sales, customer service and marketing, team leads and aspiring Salesforce administrators.
- Prerequisites
- No specialist prerequisites. Confident use of a browser and spreadsheets is enough.
- Format & planning
- Suggested format: 2 days live online, split into modules. Scope depends on prior knowledge.
Agenda: from understanding to application
Our independently developed agenda proposal. Focus areas, lab environment and scope are agreed before booking.
Finding your way around the Lightning interface with app navigation, list views and global search.
Data model made of standard objects, custom fields, lookup and master-detail relationships.
Sales process from lead conversion through opportunity stages to closing, with products and price books.
Data quality with validation rules, duplicate rules, required fields and picklists.
Reports with report types, filters and groupings, and dashboards with charts and metrics.
Access through profiles, permission sets and sharing, plus simple automation with Flow.
Suggested exercise: In a developer environment you set up a small sales process, enter sample data, protect it with a validation rule and build a pipeline dashboard.
Exams, licences & credentials
The related exam is Salesforce Certified Platform Administrator. This training covers some of its ground but is not exam preparation. Attending alone does not award a Salesforce certification. Exam fees and licences are only included if the offer confirms them.
Vendor references & review date
Sources checked on 2026-11-03. These sources describe the technology or external exam requirements. They do not imply a partnership with NextNowa.
Your learning content
These objectives describe the training topic. The specific syllabus, duration, dates, trainer and price are agreed before booking.
Frequently asked questions
Do I need to code to use Salesforce?
No. Users and administrators work through configuration by clicking: fields, layouts, reports and flows need no code. Programming with Apex or Lightning components is a separate path for developers. In this fundamentals training you configure only, so no programming experience is needed.
What is the difference between a lead and an opportunity?
A lead is a prospect that has not yet been qualified. Once checked, you convert it, which creates an account, a contact and optionally an opportunity. The opportunity then describes a concrete sales chance with stage, amount and close date. In the training you walk through this path once from start to finish.
Is Trailhead alone enough to learn Salesforce?
Trailhead is a good, free learning platform from Salesforce. Many people also want discussion, a chance to ask questions and a link to their own processes. A training adds joint exercises on examples from your daily work. Whether self-study, training or both suits you depends on your learning style.
Does Salesforce fundamentals include a certificate?
The related exam is Salesforce Certified Platform Administrator. This training covers some of its ground but is not exam preparation. Attending alone does not award a Salesforce certification. Exam fees and licences are only included if the offer confirms them.