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

63,045 already enrolled

Included with Coursera Plus

Earn a career credential that demonstrates your expertise
4.6

(1,549 reviews)

Beginner level

Recommended experience

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

(1,549 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

Shareable certificate

Add to your LinkedIn profile

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

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Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV

Share it on social media and in your performance review

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Professional Certificate - 4 course series

Sales and CRM Overview

Course 121 hours4.6 (1,275 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 (318 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 (207 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 hours4.6 (205 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 Courses129,616 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

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