Change Management and End User Training

Salesforce End-User Training Services

At Clouds Genius, we deliver tailored Salesforce training solutions that empower your end-users, administrators, and executives to confidently adopt, manage, and maximise the Salesforce platform. Our training programs are strategically developed to align with your business goals, system configurations, and user personas, ensuring a successful rollout and long-term platform success.

End-User Needs Analysis

Understanding how your teams work is the first step toward designing effective training. Our consultants lead detailed “Day in the Life” sessions to observe real-world user interactions with Salesforce and identify pain points, inefficiencies, and training gaps.

Through in-depth end-user needs analysis, we assess workflows, interface usage, and reporting challenges, providing actionable insights that shape customised training plans and interface enhancements. This process ensures your Salesforce solution is not just implemented, but fully adopted.

Additionally, we support executive teams with reporting and analytics coaching, enabling leaders to make faster, data-informed decisions with dashboards that are clear, relevant, and actionable.

Custom Curriculum Development

We design and deliver comprehensive training materials that evolve alongside your Salesforce implementation. Whether it’s an initial launch or an enhancement rollout, our curriculum includes:

• Role-specific training guides

• “How-to” documentation

• Custom training decks and reference sheets

• Ongoing administrator maintenance guides

Training content is built to reflect your system configuration, business processes, and terminology, ensuring users not only understand the system but can apply it in their day-to-day tasks.

We also offer specialised executive dashboard training, helping leadership teams extract value from Salesforce analytics through hands-on coaching.

End-User & Team Training

Our business process-focused training sessions are crafted to match your team’s workflows and functional goals. Whether delivered remotely or on-site, our sessions are interactive, scenario-based, and adaptable for varying levels of Salesforce experience.

From sales and marketing users to customer support and operations teams, we empower your people with practical knowledge they can immediately apply—boosting user confidence, platform adoption, and overall productivity.

Train-the-Trainer Enablement

Empower your internal champions with our Train-the-Trainer program. We provide in-depth coaching to your key users and business leads, equipping them with the tools and confidence needed to train others in your organisation.

Our team delivers:

• Business-process-specific training sessions

• Customizable training decks

• Curriculum aligned with your internal processes

This approach fosters long-term self-sufficiency while maintaining consistent training across departments and among new hires.

Ongoing & Supplemental Training

Training shouldn’t stop at go-live. Clouds Genius offers ongoing supplemental training programs to support adoption, system updates, and the rollout of new features.

We provide:

• Post-go-live user refresh sessions

• Optimisation coaching for process updates

• Tips and best practices to maximise productivity

• Admin support and evolving documentation

Our consultants also provide executive dashboard refinement and coaching, ensuring decision-makers have the tools they need to monitor performance and drive strategy.

Partner with Clouds Genius to turn your Salesforce users into Salesforce experts. Our hands-on, customised training services ensure your team not only learns the platform but uses it to its full potential, every step of the way.