Salesforce
Salesforce Sales Operations Professional Certificate

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Salesforce

Salesforce Sales Operations Professional Certificate

Launch Your Career in Salesforce. Learn the foundational skills in Salesforce needed to start a new career.

Trailhead
Anthony Jones
Angela Prakash

Instructors: Trailhead +2 more

86,124 already enrolled

Included with Coursera Plus

Earn a career credential that demonstrates your expertise
4.6

(1,913 reviews)

Beginner level

Recommended experience

Flexible schedule
3 months at 10 hours a week
Learn at your own pace
Prepare for a degree
Earn a career credential that demonstrates your expertise
4.6

(1,913 reviews)

Beginner level

Recommended experience

Flexible schedule
3 months at 10 hours a week
Learn at your own pace
Prepare for a degree

What you'll learn

  • Build reports, charts and dashboards in Salesforce to communicate relevant information about sales performance to stakeholders and executives.

  • Use Salesforce Sales Cloud Lightning to manage accounts, opportunities, products, quotes, and contracts.

Skills you'll gain

  • Category: Customer Relationship Management
  • Category: Sales Operations
  • Category: Sales Process
  • Category: Data Visualization
  • Category: Sales
  • Category: Customer Success Management
  • Category: Product Knowledge
  • Category: Sales Support
  • Category: Sales Pipelines
  • Category: Lead Generation
  • Category: Sales Management
  • Category: Sales Enablement
  • Category: Closing (Sales)
  • Category: B2B Sales
  • Category: Sales Development
  • Category: Campaign Management
  • Category: Dashboard
  • Category: Request For Quotation (RFQ)
  • Category: Order Management
  • Category: Salesforce

Details to know

Shareable certificate

Add to your LinkedIn profile

Taught in English

Professional Certificate - 4 course series

Sales and CRM Overview

Sales and CRM Overview

Course 121 hours

What you'll learn

  • Explain how CRM works in the context of sales, marketing, and customer service in modern businesses.

  • Articulate use cases for how Salesforce can provide value to sales teams.

  • Navigate Trailhead, the official learning platform of Salesforce.

  • Demonstrate a working knowledge of the basics of the Salesforce Sales Cloud.

Skills you'll gain

Category: Customer Relationship Management
Category: Sales Process
Category: B2B Sales
Category: Business-To-Consumer
Category: Salesforce
Category: Databases
Category: Sales Operations
Category: Data Management
Category: Customer Data Management
Category: Sales

What you'll learn

  • Demonstrate an in-depth knowledge of how sales teams work together during the lead process.

  • Differentiate between Salesforce objects, fields, and records as they relate to Salesforce data management.

  • Import data into Salesforce and manage communication with contacts and the qualification of leads.

Skills you'll gain

Category: Salesforce
Category: Sales Process
Category: Campaign Management
Category: Lead Generation
Category: Sales Development
Category: Data Import/Export
Category: Sales Operations
Category: Sales Pipelines
Category: Data Entry
Category: Customer Relationship Management (CRM) Software
Category: Sales Management

What you'll learn

  • Describe what sales activities an account executive is typically responsible for and how a sales operations specialist would support them.

  • Demonstrate an in-depth knowledge of how sales teams progress opportunities through the sales pipeline and close deals in Salesforce.

  • Demonstrate proficiency using Salesforce Sales Cloud Lightning by managing accounts, opportunities, products, quotes, and contracts.

Skills you'll gain

Category: Product Knowledge
Category: Salesforce
Category: Sales Pipelines
Category: Sales Process
Category: Order Management
Category: Kanban Principles
Category: Contract Management
Category: Collaborative Software
Category: Closing (Sales)
Category: Sales Management
Category: Request For Quotation (RFQ)
Category: Sales Operations
Category: Sales Support

What you'll learn

  • Understand and properly perform service/support agent processes using the Salesforce Case Management and Knowledge features in the Service Cloud.

  • Identify the value of using the Sales Cloud to create reports to track, improve, and forecast various aspects of the sales process.

  • Build reports, charts and dashboards to communicate relevant information about sales performance to stakeholders and executives.

Skills you'll gain

Category: Customer Success Management
Category: Salesforce
Category: Data Visualization
Category: Dashboard
Category: Data-Driven Decision-Making
Category: Performance Reporting
Category: Customer Service
Category: Sales Strategy
Category: Sales Operations
Category: Sales Management
Category: Customer Support
Category: Customer and Client Support
Category: Customer Relationship Management
Category: Sales Enablement
Category: Business Reporting

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Get a head start on your degree

When you complete this Professional Certificate, you may be able to have your learning recognized for credit if you are admitted and enroll in one of the following online degree programs.¹

 
ACE Logo

This Professional Certificate has ACE® recommendation. It is eligible for college credit at participating U.S. colleges and universities. Note: The decision to accept specific credit recommendations is up to each institution. 

Instructors

Trailhead
Trailhead
Salesforce
16 Courses168,471 learners

Offered by

Salesforce
Pathstream

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Frequently asked questions

¹Lightcast™ Job Postings Report, United States, 7/1/22-6/30/23. ²Based on program graduate survey responses, United States 2021.