—Group Coaching

Salesforce Group Training & Capacity Building

Build team capacity with customized Salesforce training—designed for nonprofits, school districts, and mission-driven organizations. Learn together, apply immediately.

Group Coaching

What We Offer

Transition Trails provides structured Salesforce training for nonprofit and small business teams who want to improve internal platform knowledge and user confidence. As a Salesforce Partner, we combine expert guidance with real-world relevance to help your team thrive.
Whether you’re onboarding staff, retraining volunteers, or building internal capacity, we offer: 
  • Live group training tailored for nonprofit teams (staff, board, or volunteers)
  • Includes pre-training discovery and custom curriculum
  • Practical frameworks and toolkits that align with your goals

🌟 Who Benefits From Group Training?

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  • Nonprofits with new users or high staff turnover
  • Small teams that can’t rely on outside support long-term
  • Organizations ready to internalize platform knowledge
  • Admins looking to take on more leadership and training roles 
  •  Program managers and team leads needing platform fluency

🛠️ Types of Training Available: 

We offer sessions customized to your team’s needs. Popular topics include:
 
  • Intro to Salesforce for nonprofit staff 
  • Managing leads and human service workflows
  • Reports, Dashboards, and KPIs
  • User and Admin fundamentals 
  • RESOLVE problem-solving method 
  • Automation with flows and record triggers
  • Custom topics designed for your specific use case 
Training can be delivered in-person or virtually. All sessions include post-training resources.

🧑‍🏫 Train-the-Trainer Option  

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  • Our Train-the-Trainer approach includes: 
  • Live coaching for your selected internal trainer(s) 
  • Editable slide decks, handouts, and mini-guides
  • Role-playing and practice facilitation
  • Follow-up coaching session for reinforcement

📊 How It Works 

  • Schedule a Discovery Call – We learn about your needs and goals
  • Get a Customized Plan – Includes schedule, content focus, and delivery method
  • Deliver & Support – Your training is led by certified experts with follow-up documentation included 

✍️ Why Transition Trails? 


Transition Trails offers a uniquely mission-aligned experience. Our training blends Salesforce technical depth with lived nonprofit knowledge.

  • Certified Salesforce Experts with training experience
  • Mission-aligned pricing and packages
  •  DEI-aware delivery with inclusive training styles
  •  Real-world examples and practice-based learning
"Transition Trails: Salesforce Experts Going Beyond! Hugh and Tim provide exceptional Salesforce consultancy, exceeding expectations with prompt solutions and deep expertise. Their tailored approach boosts efficiency and functionality, while their positive attitude and innovative solutions make collaboration seamless and enjoyable. Post-implementation, our team saw significant productivity gains. I highly recommend Transition Trails to any organization seeking top-tier Salesforce consultancy. Thanks for your outstanding contributions, Transition Trails – here's to continued excellence!"
Contact Us

Book a Training & Discovery Call

Let’s design a training solution that fits your team, your tools, and your goals.
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