🎓 Salesforce Training & Enablement

A powerful system only delivers results when your team knows how to use it. We provide customized training programs that equip your users, admins, and stakeholders with the knowledge they need to confidently navigate, manage, and grow within Salesforce.

🔧 Key Services

We go beyond generic tutorials. Our hands-on, role-specific training ensures your team understands the exact workflows, dashboards, and tools relevant to them — whether they’re sales reps, service agents, or system admins.

01
👨‍🏫 Role-Based Training

  • Tailored sessions for Sales, Service, Marketing, and Admin users

  • Live workshops, videos, and step-by-step documentation

02
📚 Admin Enablement

  • Deep dives into object management, automation tools, permission sets, and org health

  • Support for new admins taking over existing orgs

03
🧩 New Feature Rollouts

  • Feature-specific sessions (Flows, Lightning UI, Forecasting, etc.)

  • Help with adoption of newly implemented functionalities

04
🛠️ Self-Service Resource Hubs

  • Custom help center with searchable how-tos, FAQs, and guides

  • Ongoing knowledge base updates as the org evolves

⚙️ Our Enablement Process

1

🎯 Needs Assessment

We identify knowledge gaps, roles, and workflows to design a targeted training plan.

2

🗂️ Content Customization

We tailor sessions to your actual Salesforce setup and business needs.

3

🧑‍🏫 Interactive Training Delivery

Live Zoom/Teams sessions, hands-on exercises, and Q&A for practical understanding.

4

📥 Documentation & On-Demand Access

We deliver all materials in editable format and optional LMS or intranet format.

5

🔄 Follow-Up & Refreshers

Optional refresher sessions or quarterly reviews to ensure continued success.

🔒 Why Choose Coders Region?

Certified Experts
Proven Track Record
Client-Centric Approach
Transparent Process

🧰 Our Work Samples

  • 🔄 Salesforce & Kipu: Seamless 2-Way Patient Data Synchronization 🧑‍⚕️

    Real-time 🔁 integration keeps patient records, allergies, and treatment plans in sync 💾—streamlining behavioral health workflows ⚙️ and eliminating silos 🔗.

  • 🔁 Salesforce & Customer.io Integration

    A real-time integration that syncs Salesforce data with Customer.io to power personalized campaigns, dynamic segmentation, and a unified customer journey across platforms.

  • 💰 Project Financial Overview Component

    A dynamic, custom-built Salesforce UI component that displays a detailed breakdown of services and deliverables across multiple months. This solution pulls in data from various related objects, performs real-time backend calculations, and rolls up the total cost for each line item and the overall project—providing clients and internal teams with instant financial clarity and improved forecasting.

  • 📍 Proximity-Based Center Locator in Salesforce

    A custom-built Salesforce Lightning component that fetches data across multiple objects to calculate real-time distances between a client’s location and nearby centers. The solution visualizes results on an interactive Google Map, shows current center capacity, and dynamically recommends the best available options — enhancing decision-making for healthcare and counseling workflows.

  • 🕒 Custom Timesheet & Task Tracking in Salesforce

    A robust, fully customized Lightning component designed for time tracking across projects and milestones. This tool enables users to log billable and non-billable hours, associate time entries with actions and milestones, and view progress over a weekly calendar. Data is stored and synced across multiple Salesforce objects to support audit trails, reporting, and time-based KPIs — streamlining resource management and project accountability.

  • 📚 Salesforce Custom Knowledge Base

    A user-friendly, searchable Salesforce Knowledge Base built using native Lightning components. It enables efficient article tagging, favoriting, emoji-based feedback, and intuitive content management. Optimized for both internal teams and client self-service portals, improving knowledge accessibility and support resolution time.

  • 🧾 Court Case Management Component (Salesforce)

    A fully customized Salesforce Lightning component designed to streamline court case management. It tracks compliance documents, discovery materials, and video evidence statuses with dynamic toggles and data inputs. Built for precision, transparency, and legal team productivity.