We deliver a public virtual Salesforce Admin Course or we can deliver in-house training specifically for your charity and team. 

Alongside the salesforce admin training, we provide recommended resources and trailheads to support your ongoing learning.

To support you after training you can also purchase our Salesforce Champion Mentoring package. This provides an additional 24hrs of one to one mentoring support over the course of a year to help further develop your capacity, get access to other training modules and support you to implement and develop your salesforce system.

To book a course email barbara@economicchange.co.uk and we will confirm your place. Alternatively to book a chat about training, please book a call here with Barbara here https://calendly.com/barbaraclarkson

3 month Salesforce Admin Course

Learn everything you need to know to become a certified Salesforce Administrator!

Whether you have become the admin for a newly built system, or are looking in to customising the system yourself, this course will give you the skills you need.

Our specialist trainers will cover all the learning objectives required to take the Salesforce Administrator Certification, as well as the fundamentals of the Non-Profit Success Pack.

This course is only open to individuals working within charities who have a system available to practice their skills on. The ability to apply learning in practice is an important part of the learning journey.  

The course consists of a combination of self study online learning, open office hours and peer support.

  • We create accountability by setting out a weekly timetable for learning but you can work through the content at your own pace.
  • We provide support by providing open Office Hours if you need help
  • We provide motivation by setting learning objectives each week and providing a group chatter group for peer support. 

The course includes

  • 12 x Pre-Recorded (2.5hr) Learning Modules available on demand. 
  • Recommended Optional Practical Homework
  • Weekly 1hr Drop-In Open Office Hours Sessions to discuss or access help with study related topics.
  • Additional Self Study Resources using Trailhead
  • Online chatter group for peer support 
  • LMS access for online learning material for one year

This is a great opportunity to upskill and empower your team to make the most of Salesforce with in-house support.   

Course Start Dates: Week commencing September 6th 2020 and January 4th 2021.

Late admissions can be accepted due to the nature of the course but we like to provide a peer cohort group for learners. 

The course cost is £600 (exc. VAT) 

We are offering an Early Bird Price £500 (exc. VAT) if you book before the 31st July for our September Course or December 1st for our Jan Course. 

Course Curriculum

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Introductions

Navigation in Salesforce

NPSP

Sales Cloud Customisation

Leads and Campaigns

Data Management

Week 7

Week 8

Week 9

Week 10

Week 11

Week 12

Reports and Dashboards

Security and Access

Custom App Development

Automated Processes

Intro to Service Cloud and Communities

App Exchange

“The Instructor was an excellent trainer, communicating clearly and was patient with and responsive to all our questions. Having tried to learn from a colleague who struggles to articulate what he knows, I can appreciate it when a trainer is particularly good! I can see that there are a range of other training sessions with useful material”

“Unlike other training I’ve been on, the course covered all the promised areas, giving sufficient time to each. Really impressed overall. Day 1 in particular was really useful – some fundamental stuff about objects/apps are now clearer to me.”

“I am in the process of implementing Salesforce for the charity I work for – something I did not feel confident doing before the training and would not have attempted. This is saving our small charity thousands. There is still a long way to go but this practical experience of the system is also a great reinforcement of my learning.”

Salesforce Champion Mentoring Support Package

“For organisations looking to DIY their Salesforce Implementation, or just feeling you would like some extra support from our team of experts, we offer the option to “top up” your training with our Salesforce Champion Mentoring Support Package.”

We can support and advise you on a range of solutions for your organisation, including fundraising, grant management, membership and volunteer management.

With our Salesforce Champion Support Package, you will receive 24 hours of support (including one 4-hour onsite visit) which can be used on whatever you like, whenever you like.

You can use your hours for training, customisation, or analysis work, delivered by any of our team of Salesforce experts. This could include supporting you on more complex parts of your implementation, working with you on aspects you are struggling with, developing custom objects and more.

As part of the support contract, we will also perform a system health-check to check your system is running to it’s potential, and keep you posted about updates to Salesforce, letting you know if any may be of particular interest to your organisation.

This support package costs just £210 per month, or £2400 per year if paid in advance.

To find out more, please contact Barbara Clarkson: barbara@economicchange.co.uk

Our Range of Services Available

Salesforce Implementation Support

We’ll build your Salesforce System working in partnership with you. We even offer discounts for small charities.

Salesforce Administrator Training

Empower your team with all the Salesforce skills they need to become an in-house #AwesomeAdmin.

Salesforce Support Contracts

Once your Salesforce System is up and running, we are there to provide mentoring or technical back up as needed.

Marketing Automation Support

Maximise your impact with powerful, fully-integrated marketing solutions for your organisation.

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