Salesforce Training.

What we offer

Whether you are new to Salesforce or have been using it for a while, without sufficient training your users may be scared and unsure, which wont help with your user adoption! This is where we can help, enabling you to get the best out of Salesforce.

Working solely with non profits, we understand that your end users can often take on many roles and may not have the time to learn Salesforce themselves.

That’s why we will work with you to develop and deliver the best training approach which will work for your organisation. We will accommodate your working practices and internal ‘language’. We know by using this approach that adoption and acceptance of change is greatly increased.

All our training is hands-on and interactive, for both online and face to face delivery. We believe interactive sessions means you and your users get the most out of the sessions and are more likely to retain the information.

Want to find out more?

We'd love to speak with you about our award-winning solutions!

Training for all levels

From classroom-based, hands on training to online sessions, short videos and user guides - we have a training solution right for you!
  • Basic end user training - providing a foundation to all on topics such as Salesforce language, navigating the user interface and top tips.
  • Salesforce System Administrator specific - basic or advanced depending on where you are at - we will help your System Administrator feel confident in their role.
  • Customised user training - scenario based, and relevant to the individual’s role (Accounts, Contacts, Campaigns, Donations).
  • Ad-hoc refreshers or top-ups - change is inevitable, as your teams change, we can help you keep them upskilled.
  • Training for particular apps or specific features within the Salesforce ecosystem - e.g. Findock, Marketing Cloud, Account Engagement, Experience Cloud. Check with us if you have an app or a feature in mind!
  • Train-the-trainer - we can help upskill a new trainer and get them up to speed with your Salesforce instance, plus provide coaching so they are confident with session planning, creation and delivery in all formats.

Our dedicated Salesforce training team, Katie Ross and Nicola Richards, will put you at ease...

Get in touch

Some of our training customers

Our Customer Illustration

Don't take our word for it...

UNICEF

“Katie was brilliant, very confident in her ability, skills and an excellent communicator. After our 1st training session with Katie, I definitely felt more optimistic about using Salesforce. I believe effective training could provide users with confidence to deliver an outstanding service to their customers."

 

Fundraising Director, Ben (an automotive industry charity)

“Katie's training made me whimper! Her ability to read a group of people and adapt what is quite complex delivery to meet the demands, and the skill level, of the group is exceptional. Katie made something that was quite daunting seem very straightforward and I've left not only feeling confident about using Salesforce, but confident we chose the right partner in GiveClarity and made the right investment in Salesforce over other platforms. Highly recommended, the lot of them!"

Matt Wigginton

Compassion in World Farming International

“Katie is a master trainer! Patient and skillful, she made the whole session extremely helpful by answering all our questions and showing us new tricks.”

Children's Health Foundation

“Katie is ever so calm and collected and a very good instructor."

"I like that it's interactive, that the groups are small and there are opportunities to ask questions."

 

UNICEF Sweden

“The support and training from Giveclarity have been very helpful and important in the transformation to build and maintain a new level of donor experience."

Project Team

Want to find out more?

We'd love to speak with you about our award-winning solutions!