Salesforce
Salesforce Sales Operations Professional Certificate
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

Included with Coursera Plus

Earn a career credential that demonstrates your expertise
4.6

(1,889 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

(1,889 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.

Details to know

Shareable certificate

Add to your LinkedIn profile

Taught in English
54 practice exercises

See how employees at top companies are mastering in-demand skills

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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

Customer Relationship Management, Databases, B2B Sales, Salesforce, Sales Process, Business-To-Consumer, Customer Data Management, Sales Operations, Sales, and Data Management

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

Salesforce, Sales Development, Campaign Management, Sales Process, Lead Generation, Sales Operations, Data Cleansing, Sales Pipelines, Data Import/Export, Customer Relationship Management (CRM) Software, and Sales Support

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

Product Knowledge, Salesforce, Sales Pipelines, Sales Process, Collaborative Software, Order Management, Sales Operations, Sales Training, Sales Management, Request For Quotation (RFQ), Sales Enablement, Kanban Principles, and Contract Management

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

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

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

 
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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
Salesforce
16 Courses164,222 learners

Offered by

Salesforce
Pathstream

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Frequently asked questions

¹ Median salary and job opening data are sourced from Lightcast™ Job Postings Report. Content Creator, Machine Learning Engineer and Salesforce Development Representative (1/1/2024 - 12/31/2024) All other job roles (10/1/2024 - 10/1/2025)