TRAINING & CERTIFICATION

Salesforce Training and Documentation

Your team should be able to use Salesforce without calling a consultant every week.

Apply for Training
160+
Students Trained
80%
Job Placement Rate
13x
Salesforce Certified
NYU
Tandon School of Engineering

The problem

CCC's Salesforce training is built for people who weren't born speaking tech. Career changers, nonprofit staff assigned to a Salesforce role they didn't apply for, and teams with low adoption rates are the most common training clients. Every concept is taught in plain language with hands-on sandbox exercises, not slide decks. The same program produced an 80% job placement rate across 160+ students at NYU Tandon.


Training

  • Admin training

    Setup navigation, object management, Flow building, report and dashboard creation, user management, data import/export, and security configuration. Hands-on exercises in sandbox, not slides.

  • End user training

    Role-specific sessions for sales, service, marketing, and operations teams. How to create records, run reports, use dashboards, and follow business processes in Salesforce. Designed for non-technical staff who didn't choose to learn a CRM but need to use one.

  • Leadership training

    How to read dashboards, interpret pipeline reports, and ask the right questions about data quality. What leadership should expect from Salesforce reporting and what to do when the numbers don't look right.

  • Certification prep

    Structured study plan for the Salesforce Administrator certification exam. Covers every exam objective: data management, security, automation, customization, reports, and analytics. The same program that produced 80% job placement at NYU.

What the certification exam tests. What CCC actually teaches.

1
Data Management (Not Just Definitions)

The exam asks what a validation rule does. CCC teaches you to write one for a nonprofit that needs to prevent gift entries over $100,000 from saving without manager approval. You build it in a live org, test it with bad data, and watch it catch the error.

2
Security and Access (Real Sharing Models)

The exam asks about role hierarchy. CCC teaches you to design a sharing model for a healthcare org where field-level security on PHI fields is a compliance requirement. You learn why "just give everyone access" is the answer that gets you fired.

3
Automation (Flows That Actually Work)

The exam asks when to use a Flow vs. a workflow rule. CCC teaches you to build a record-triggered Flow with fault paths, governor limit awareness, and Apex validation scripts that prove it works before deployment. You test your own automation in Developer Console.

4
Reports and Dashboards (For Leadership, Not Just You)

The exam asks about report types. CCC teaches you to build a dashboard that a VP of Sales will actually check every Monday. You learn to filter by what matters, remove the noise, and present data that drives a decision in 30 seconds.

5
Career Transition (The Part Nobody Teaches)

The exam doesn't cover this. CCC does. Resume positioning for career changers. How to talk about your non-Salesforce background as a strength. Interview prep with real questions from real hiring managers. How to land your first Salesforce role when you have zero Salesforce job history.

Training investment

Format Investment
Half-day workshop (admins and power users) $2,500
Full-day workshop (admins, managers, IT) $7,500
Executive session (2 days + follow-up, C-suite and board) $15,000
Custom (scoped to your team's specific needs) Contact for pricing

Documentation

Documentation that outlives the admin who built the system.

Admin runbook. Step-by-step instructions for every recurring admin task: user onboarding, data imports, report modifications, Flow updates, sandbox refreshes, and deployment procedures.

Flow documentation. Every active Flow documented with: name, type, object, trigger conditions, what it does in plain English, and who requested it. The documentation that prevents the 47-Flow pileup.

Data dictionary. Every custom object and field documented with: API name, purpose, picklist values, validation rules, and relationships to other objects. The reference that prevents the next admin from creating a duplicate object.

Process guides. Business process documentation written for the people who follow the process, not the people who built it. How to create an Opportunity. How to log a Case. How to run the monthly donation report. Written in plain language with screenshots.

Knowledge transfer package. All of the above, organized into a handoff-ready package that a new admin can use to get productive in their first week. This is the deliverable that makes the architect unnecessary. CCC sees that as the product, not the risk.

Ad hoc support

Not every organization needs a full training program or a documentation overhaul. Sometimes you need someone to fix the thing that broke on Tuesday.

On-demand support. Troubleshooting, configuration changes, report modifications, Flow fixes, and user management. No retainer required. Hourly or project-based pricing.

Typical requests: "This Flow stopped working." "We need a new report for the board meeting." "A user got locked out." "We're getting duplicate records." "The dashboard numbers don't match the spreadsheet."

Response time: Within 24 hours for standard requests. Same-day for urgent production issues.

Pricing: $175/hour. Most requests are resolved in 1-2 hours.

FAQs

  • Absolutely not. Our founder transitioned from journalism to Salesforce with no technical background, and we've helped hundreds of people from all walks of life master the platform. Our training starts from the very basics and builds progressively, using plain language and real-world examples that make sense regardless of your technical experience.

  • The timeline varies based on your goals and learning pace. For basic user skills, most people become comfortable within 1-2 weeks of training. For administrator skills, expect 4-8 weeks to gain confidence. For certification readiness, most participants prepare for 2-3 months. Our personalized approach adapts to your learning style and pace, ensuring you progress steadily without feeling overwhelmed.

  • Yes, we specialize in mixed-skill training environments. We begin with a skills assessment to understand each team member's current abilities and learning goals. Then we create a training program that includes both shared sessions and role-specific breakouts. This approach ensures beginners build confidence while advanced users continue to grow, all while developing a shared understanding that improves team collaboration.

  • Our approach is specifically designed for people who've struggled with traditional Salesforce training. We break complex concepts into digestible pieces, use relatable examples instead of technical jargon, and provide hands-on practice in scenarios relevant to your actual work. Most importantly, we understand the emotional journey of learning Salesforce and provide support for both technical challenges and confidence building.

  • Absolutely. Learning doesn't stop when training ends. All our training packages include post-training support options, from Q&A sessions to office hours and reference materials. We also offer advanced training paths for continued growth and can provide customized support packages for teams implementing new Salesforce features or facing specific challenges.