Salesforce Sales, Service & AI Academy

Master the world's #1 CRM and drive your business growth with cutting-edge intelligence and process automation.

The Salesforce Sales, Service & AI Academy is specifically designed for organisations aiming for operational excellence and the maximum return on their Salesforce technology investment. Our focus is on empowering your professionals to optimise processes, boost user adoption, and transform raw data into strategic, actionable decisions.

Through this intensive, practical training programme, participants will:

Configure and Administer Salesforce to an Expert level, applying best practices for data management, security, and platform customisation.
Drive Sales and Service by creating analytical Reports and Dashboards and implementing robust Workflow automation (using Flow Builder).
Lead the Digital Transformation with AI: Integrate and explore AgentForce's potential to automate complex tasks and generate predictive insights, elevating the customer experience to a new level.

Each participant will complete an Individual Project, directly applying the knowledge gained to their company's reality. The programme culminates in a Personalised Mentoring and Consultancy Session with our specialists, ensuring the solutions implemented are perfectly aligned with your business objectives.

19-02-2026

07-04-2026

+25 horas

e-learning

Tuesdays and Thursdays from 4 pm to 6 pm.

* + VAT

1.700€

REGISTRATION_OPEN

31-12-2025

The Salesforce Sales, Service & AI Academy aims to equip professionals with mastery of the CRM's configuration and best administrative practices, while integrating the potential of Artificial Intelligence (Agentforce).

The goal is to optimise critical processes, leverage automation, and transform data into strategic growth decisions, with immediate practical application in an individual project.

Critical Foundations & Core Administration: Mastery of the Data Model, Security (Profiles, Permission Sets and Sharing) and optimisation of the User Experience (UX).

2Business Process Optimisation: Customer Lifecycle Management (Sales & Service) and configuration of the Service Console.

3Reporting & Business Intelligence: Development of strategic dashboards and best practices for data management and data quality.

4Advanced Automation: Full mastery of Flow Builder for complex process automation and declarative development with App Builder.

5Artificial Intelligence (Agentforce): A key module covering the configuration, testing and adoption of AI capabilities (Sales/Service Cloud Einstein), equipping professionals for the future of CRM.

6Integrations & Security: Introduction to key integrations, along with security best practices and continuous administration.

7Consulting and Mentoring Session (up to 1h30): Focused on applying knowledge to the specific context of your organisation.

Prerequisites

Professionals who already use the Salesforce CRM in their daily work and wish to maximise the platform’s potential by automating tasks and gaining greater autonomy and agility in their routines.

Participant Profile

Sales and commercial teams.

Marketing departments.

Account managers and customer service teams.

Business and operations directors.

Salesforce administrators, analysts.

Theoretical and practical sessions.

2Development of an individual project throughout the academy to put learning into practice.

3A one-to-one consultancy and mentoring session (up to 1 hour and 30 minutes) to help apply the knowledge to each participant’s business reality.

The training fee per participant is €1.700 + VAT.

The course will only take place if a minimum number of participants is reached. Payment should only be made after confirmation that the training will go ahead.

We are the first Salesforce partner in Portugal.

2Our team holds over 50 Salesforce certifications.

3We have delivered over 100 projects utilising Salesforce technology.

4Our training focuses on applying knowledge to real-world, day-to-day situations.