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

54,317 already enrolled

Included with Coursera Plus

Earn a career credential that demonstrates your expertise
4.6

(1,296 reviews)

Beginner level

Recommended experience

Flexible schedule
3 months, 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

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Taught in English

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

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Prepare for a career in Sales Ops

  • Receive professional-level training from Salesforce
  • Demonstrate your proficiency in portfolio-ready projects
  • Earn an employer-recognized certificate from Salesforce
  • Qualify for in-demand job titles: Sales Operations Specialist, Sales Operations Assistant, Sales Operations Analyst
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$49,000+
median U.S. salary for Sales Ops
¹
13,000+
U.S. job openings in Sales Ops
¹

Get exclusive access to career resources upon completion

  • Resume review

    Improve your resume and LinkedIn with personalized feedback

  • Interview prep

    Practice your skills with interactive tools and mock interviews

  • Career support

    Plan your career move with Coursera's job search guide

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

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Professional Certificate - 4 course series

Sales and CRM Overview

Course 121 hours4.6 (1,050 ratings)

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: Sales
Category: Sales Operations
Category: Salesforce Sales Cloud
Category: Salesforce
Category: CRM

Lead Management in Salesforce

Course 232 hours4.7 (288 ratings)

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: Sales Operations
Category: Salesforce
Category: Lead Management
Category: CRM
Category: Salesforce Lightning

Opportunity Management in Salesforce

Course 329 hours4.7 (178 ratings)

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: Opportunity Management
Category: Sales Operations
Category: Salesforce
Category: CRM
Category: Salesforce Lightning

Reports, Dashboards, and Customer Success in Salesforce

Course 430 hours4.7 (165 ratings)

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: Sales Operations
Category: Reports and Dashboards
Category: Customer Success
Category: Salesforce
Category: CRM

Instructors

Trailhead
Salesforce
16 Courses114,190 learners

Offered by

Salesforce
Pathstream

Get a head start on your degree

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Degree credit eligible

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.

Why people choose Coursera for their career

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Frequently asked questions