Training by Enclude
We offer a range of training approaches to help our clients get the most out of their CRM investment. Whether you’re starting from scratch and need a Learning Needs Analysis, want to book in to a scheduled course, or need one-to-one support there’s something for you.
Save time
When your data is recorded consistently in one place, it’s easy to find the information you need.
Increase impact
Spend more time delivering and developing services and less time on administration.
Stay secure
Your data is stored securely, with the ability to apply permission levels to users and teams and track any changes.
Raise a case in our Members Portal to discuss your training requirements with our team
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Training from Enclude
We offer a range of training approaches to help our clients get the most out of their CRM investment. Whether you’re starting from scratch and need a Learning Needs Analysis, want to book in to a scheduled course, or need one-to-one support there’s something for you.
Scheduled training
Scheduled training consists of 90-minute sessions focusing on a range of topics including:
- Basic User Training for Salesforce Users
- System Administrator Training
- List Views
- Reports
- Salesforce Dashboards
- Using Emails and Campaigns
- Our sector packages and add-on solutions.
Enclude Essentials Series
The Enclude Essentials Series is a series of FREE Members Only webinars designed to share knowledge and best practice tips that we think essential to the good management of your CRM system. Each session lasts approx. 40 mins, is focused on non-profits and is relevant to the ways in which you use your Salesforce CRM.
Communities of Practice
Where Communities of Practice have been established in relation to a sectoral solution, training can also be delivered through these groups.
Bespoke Training
Bespoke training is focused on your organisation. It uses your own Salesforce instance and can be planned around your teams’ challenges and requirements.
One-to-one Training
If you’re a System Administrator struggling with a task, raise a ticket on our Members Portal and one of our team can walk you through it.
“If I’m unsure of anything I can raise a case and have a chat with the Enclude team. We discuss whether the solution is appropriate and follows best practice – it’s almost like having a mentorship from the sector experts.”
Maggie Petroli
DPO & Data Coordinator
One Family
One Family
Embedded Support
If you have one of our team providing you with System Administrator support, they can also provide training and mentoring on the system for your key staff.
Members Portal
Our Members Portal is full of guides and videos designed to help System Administrators complete common tasks and support your organisation in its CRM adoption, usage and development.
Upcoming Classes
Please Note: All scheduled training is delivered in Salesforce Lightning. If your organisation is still using Salesforce Classic, please contact our Membership Services team to discuss bespoke training options.
Creating Salesforce Reports – Part 1
This short workshop will show users how to build reports from the beginning in Lightning How to Crea...
October 15 @ 9:30 am - 11:00 am at Online Webinar (Short Focused Session)Creating Salesforce Reports – Part 2
This session will build upon the learnings of Creating Reports in Lightning – Part 1. Particip...
October 29 @ 9:30 am - 11:00 am at Online Webinar (Short Focused Session)Salesforce Dashboards
In this session we will cover – How to Create a Dashboard in Lightning How to add Reports to a...
November 5 @ 9:30 am - 11:00 am at Online Webinar (Short Focused Session)Salesforce System Administration Level 1
User Management What is a Salesforce System Administrator? How to add new users, deactivating old us...
November 12 @ 9:30 am - 11:00 am at Online Webinar (Short Focused Session)Salesforce System Administration Level 2
This webinar is for System Administrators only who have attended our Salesforce System Administratio...
November 19 @ 9:30 am - 11:00 am at Online Webinar (Short Focused Session)
What our clients say
“Enclude co-designed a solution with us, one that was secure, user-friendly, and tailored to our real needs.”
Zoe WellsNortheast Regional Manager 
“Working with Enclude has given us the confidence to review what we’re doing and use technology to improve our clients experience.”
Betty QuinlanAcademic Registrar 
“The Enclude team were patient, responsible and flexible. They were with us until everything was right.”
Aoibhie McCarthyArtistic Director 
“Enclude has helped us enormously in understanding how best to utilise the Salesforce platform to satisfy our organisation’s needs.”
Paul DietrichMS Readathon Manager 
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