Salesforce AI training, by role

Role-based Salesforce AI training, so your admins, developers, analysts and end users actually use it.

Is this for you?

It usually is when…

You've switched on AI features and few people use them.
Admins are being asked to run agents they haven't been trained on.
Developers need to build actions, prompts and agents properly.
You want your team to own Salesforce AI, not depend on a partner.

What's included

Features don't create value; people using them do. We train your Salesforce workforce on the AI they have, by role, on your own org where possible.

Admins

Setting up and governing AI features, agents and prompts; permissions; monitoring and cost.

Developers and architects

Agent Builder and Agent Script, custom actions in Apex and Flow, Prompt Builder grounding, testing and monitoring, and designing for trust.

Analysts and product owners

Finding AI use cases, writing good agent instructions, and measuring value.

End users

Working with agents and AI assistants day to day, and knowing when to check their work.

Workshops, cohorts and team enablement. Unlike generic Trailhead modules, it's built around your own org, your data and the features you've licensed.

How it runs

01
Find the gaps
Which roles need what, based on the features you've licensed and how your teams work.
02
Shape the course
Content built around your org and your use cases, not a generic demo environment.
03
Teach and practise
Hands-on sessions where people do the work themselves, in a sandbox where possible.
04
Follow up
Questions answered after the sessions, and a check on whether people are using what they learned.

What you get, and what we need

What you get

Role-based sessions for admins, developers, analysts or end users
Exercises built on your own org and use cases
Reference material your team keeps
A follow-up on adoption and open questions

What we need from you

The roles and number of people to train
The AI features you've licensed
A sandbox for hands-on work, where possible
A sponsor who makes time for people to attend

A team that runs and extends its own AI, instead of depending on outsiders.

Questions

We already have Trailhead. Why pay for training?

Trailhead teaches the product in general. We teach it on your org, with your data, your customizations and the features you actually have, so people can use it the next day.

Can you train end users as well as technical teams?

Yes. End-user sessions focus on working with agents and AI assistants day to day, and knowing when to check their work.

Remote or on site?

Tell us what works for your team and we'll plan around it.