The second course in the Salesforce Sales Operations Professional Certificate, Lead Management in Salesforce, is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, and how to use tools in Salesforce to manage leads in a real world business setting.
This course is part of the Salesforce Sales Operations Professional Certificate
Offered By
About this Course
It is recommended that you have some background knowledge of sales and CRM, and an understanding of the basics of Salesforce platform navigation.
What you will 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 will gain
- Lead Management
- CRM
- Sales Operations
- Salesforce Lightning
- Salesforce
It is recommended that you have some background knowledge of sales and CRM, and an understanding of the basics of Salesforce platform navigation.
Offered by
Syllabus - What you will learn from this course
Importing Data and Working with Leads
Organizing Leads, Campaigns, and Tasks
Managing and Qualifying Leads
Enhancing Sales Productivity and Converting Leads
Reviews
- 5 stars86.11%
- 4 stars8.88%
- 3 stars1.66%
- 2 stars1.11%
- 1 star2.22%
TOP REVIEWS FROM LEAD MANAGEMENT IN SALESFORCE
the course is well taught with relatable examples. The course materials are also great. i highly recommend this course for anyone who is interested in taking it.
Need more practical illistartion on Activity and calendar sharing
Easy to follow along with and understand especially with the guided projects and Angela.
I liked this course. It taught a lot of functions in SalesForce that would be valuable for this position. A few hiccups with outdated functions, such as notes, but other than that, great!
About the Salesforce Sales Operations Professional Certificate

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