Training

Training is an important aspect of becoming an XLR8/Salesforce customer. When your firm signs on as an XLR8 customer, you will have options on training so that you choose the best option for all users. Your success begins with understanding the power behind XLR8 and the Salesforce platform.

Concenter Services offers customized, web-based training. Training will be customized specifically for your firm and is performed on your system with your firm's customizations and data. Additionally, we are available for future trainings on specific topics, and as your business grows.


 

XLR8 General Training

XLR8 general training is designed for the team using XLR8 daily. The training covers Salesforce platform functionality as well as the XLR8 features that make it powerful. But most importantly, training covers the way your business has decided to incorporate XLR8 into its business processes.


 

XLR8 Admin Training

XLR8 administration training is designed for those in your firm who will be the control point (system administrators) of the system. Administrators will be trained on security, field and page layout modifications and process creation. Once trained, system administrators will be fully functional and able to manage requests, issues and changes for your firm.