When you enroll in this course, you'll also be enrolled in this Professional Certificate.
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Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate from Salesforce
There are 4 modules in this course
The third course in the Salesforce Sales Operations Professional Certificate, Opportunity 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 opportunities and close sales deals in a real world business setting.
This third course will give you a foundational understanding of how to help sales teams optimize the opportunity management process. Specifically, this course shows how a sales operations specialist would support account executives and empower them to progress opportunities through a sales pipeline and close sales deals as effectively and efficiently as possible. This will require the use of new tools in Salesforce, including products, price books, quotes, contracts, and orders. Learning how to leverage these aspect of Salesforce are crucial skills for anyone interested in entry level sales jobs.
For this course, it is recommended (but not required) that you have some background knowledge of sales and CRM, as well as an understanding of the basics of Salesforce platform navigation. If you're a total beginner with these concepts, you can still be successful in this course — however, it might require some additional work on your part.
By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. Congratulations on continuing this exciting journey!
Welcome to Opportunity Management in Salesforce, the third course in the Salesforce Sales Operations Professional Certificate! By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. In the first week of the course, you'll learn more about the handoff of qualified leads (i.e., prospects) from SDRs to account executives, and how Salesforce Chatter can help ensure that they stay on the same page during this process. You'll also learn more about the account executive role on a sales team, how you can support them as a sales ops specialist, and you'll dive into the sales pipeline to fully understand what opportunity management entails. Let's get started!
The Everyday Tasks of an Account Executive•2 minutes
Salesforce Opportunity Stages•3 minutes
Sales Pipeline Management•2 minutes
17 readings•Total 275 minutes
What is Pathstream?•10 minutes
Additional Careers in Salesforce•10 minutes
Opportunity Management in Salesforce Syllabus•15 minutes
How to Be Successful in this Course•15 minutes
How to Use Discussion Forums•10 minutes
Get to Know Your Classmates•10 minutes
A Note on Using Salesforce in this Course•10 minutes
Create a Trailhead Account and Playground•30 minutes
A Note About Software Updates•10 minutes
Why Collaborating with Chatter Matters•10 minutes
Chatter for Lightning Experience•60 minutes
The Account Executive as a Salesforce Business User•10 minutes
The Handoff Between SDRs and Account Executives•20 minutes
Account Executives and the Sales Process•15 minutes
The Sales Process and Opportunity Stages•20 minutes
The Sales Pipeline•10 minutes
Week 1 Recap•10 minutes
2 assignments•Total 60 minutes
Responsibilities of an Account Executive•30 minutes
Salesforce for Account Executives•30 minutes
1 discussion prompt•Total 25 minutes
Meet and Greet•25 minutes
1 plugin•Total 15 minutes
Video Recap•15 minutes
Working with Opportunities in Salesforce
Module 2•6 hours to complete
Module details
Welcome to the second week of Opportunity Management in Salesforce! Last week, you gained the conceptual foundation you need to understand the role of the account executive and how they work to progress prospects through each stage of the sales pipeline en route to closing the deal. Now, this week, you are going to work hands on with opportunity management tools in Salesforce that you can leverage to empower AEs to do their jobs as effectively and efficiently as possible. At the end of this week, you will also tackle your first independent project in this course, which will give you an opportunity to explore a business use case in Salesforce, hands on. By completing this project, you will be able to create a valuable portfolio piece and work sample that you can use during your future job search.
What's included
1 video9 readings3 assignments1 plugin
Show info about module content
1 video•Total 2 minutes
Week 2 Introduction•2 minutes
9 readings•Total 235 minutes
Why Working With Opportunities Matters•5 minutes
Leads & Opportunities for Lightning Experience•60 minutes
Review the Opportunity Stages•5 minutes
Guided Project: Progressing Opportunities Through the Stages•60 minutes
Week 2 Recap•10 minutes
Project Summary and Requirements•15 minutes
Set Up Your Developer Edition Org and Connect to Trailhead•15 minutes
What If I Didn't Complete the Independent Project in the Previous Course?•20 minutes
Project Instructions•45 minutes
3 assignments•Total 110 minutes
Salesforce Opportunities for the Sales Operations Specialist (Time Quiz)•50 minutes
Creating Opportunities and Tracking Deals•30 minutes
Updating and Progressing Opportunities•30 minutes
1 plugin•Total 15 minutes
The Salesforce Opportunity Stages•15 minutes
Using Products, Price Books, and Quotes in the Sales Process
Module 3•7 hours to complete
Module details
Welcome to the third week of Opportunity Management in Salesforce! This week, you will dive into working with Products, Price Books, and Quotes in Salesforce, and learn how these standard objects help account executives move potential sales deals closer to the finish line. Keep in mind that by learning these more advanced Salesforce skills, you are setting yourself apart as a very strong candidate not only for the sales ops specialist role, but for any entry level sales job.
Why Using Products, Price Books, and Quotes in the Sales Process Matters•1 minute
Refresher: Account Executives and Salesforce•15 minutes
Tools to Support Account Executives•20 minutes
How Products and Price Books Interact•20 minutes
Guided Project: Working With Products and Price Books•60 minutes
Relating Price Books to Opportunities•10 minutes
Guided Project: Relating Price Books to Opportunities•60 minutes
Why Using Quotes in the Sales Process Matters •10 minutes
Overview of Quotes in the Sales Process•5 minutes
Quote Statuses•10 minutes
Guided Project: Using Quotes•60 minutes
Week 3 Recap•10 minutes
4 assignments•Total 140 minutes
Using Products, Price Books, and Quotes in the Sales Process•50 minutes
Products and Price Books•30 minutes
Products, Price Books, and Opportunities•30 minutes
Using Quotes•30 minutes
1 discussion prompt•Total 15 minutes
Meeting Customer Needs•15 minutes
Contracts and Orders
Module 4•6 hours to complete
Module details
Welcome to Week 4, the final week of Opportunity Management in Salesforce! You’ve done a great job making it this far, so take a moment to acknowledge and appreciate your effort. Learning opportunity management tools in Salesforce is tough — so congratulations on making it to this point! You’re putting in great work that’s going to have a big payoff. This week, you'll learn how to support AEs in the next stage of the sales process: closing deals. At this point, the sales team has put in a lot of effort into each and every opportunity, so it's important that you learn the skills and practices that will help ensure that the sales team actually wins those deals. Keep in mind that winning a deal means a prospect has signed a contract and has become a paying customer with your company. And remember, your number one goal as a sales ops specialist is to help a sales team win deals as efficiently and consistently as possible.
Salesforce is the global leader in Customer Relationship Management (CRM), bringing companies closer to their customers in the digital age. Founded in 1999, Salesforce enables companies of every size and industry to take advantage of powerful technologies—cloud, mobile, social, internet of things, artificial intelligence, voice and blockchain—to create a 360-degree view of their customers.
Trailhead is Salesforce’s free online learning platform that empowers anyone to skill up for the future. Trailhead reduces barriers to entry for all - regardless of gender, ethnicity, education level or socioeconomic background - to join the workforce of the future with access to over 800 badges covering business, tech, Salesforce and soft skills. More than 2 million learners today are skilling up and earning resume-worthy credentials on Trailhead, all while discovering new career opportunities and connecting with the vibrant Trailblazer Community. To learn more visit Trailhead.salesforce.com
Pathstream partners with leading technology companies to build branded digital skills career programs delivered through college and university partnerships. Our programs are for anyone who wants to learn the digital skills needed to succeed in the modern economy.
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GP
5·
Reviewed on Sep 20, 2021
This was an amazing course with detailed tutorials and highly recommended
D
DE
5·
Reviewed on Dec 28, 2022
Was very helpful in showing me how to build contracts and certain objects that an AE would need. Trialhead had some interesting issues when trying to do the challenges though.
P
PD
5·
Reviewed on Aug 27, 2024
Ultimate course to learn the concepts of Opportunity Management
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What will I get if I subscribe to this Certificate?
When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.