NQ
5.0Reviewed Jul 14, 2021
Great breakdown of roles, and hands on learning tools via guided projects. Course 2 was well thought out had additional information if you want to pursue Salesforce as a career
Lead Management in Salesforce
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 second course will give you a foundational understanding of how to help sales and marketing teams optimize the lead management process. Specifically, this course shows how a sales operations specialist would support a marketing associate and sales development representative to make the lead management more effective and efficient. You will learn the basics of data management, how to upload lead data into Salesforce, and then how to effectively train team members to manage leads using the different tools available in the Salesforce Sales Cloud. These 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!
Status: Sales Prospecting
Status: Campaign Management
BeginnerCourse30 hours
Featured reviews
GG
5.0Reviewed Feb 9, 2024
Great for beginners. The hands-on projects are the best way to learn by doing. I love this approach.
AA
5.0Reviewed Apr 27, 2023
I loved this course. Pathstream did a great job organizing the material and making it fun to learn.
TR
5.0Reviewed Aug 8, 2024
The coursework is well organized and offers video, reading information, and hands-on work. I like that combination to help me practice the skills because that's how I learn best!
SI
5.0Reviewed Jul 25, 2025
Love the course, if you want to upgrade your sales knowledge and skill, it's a highly recommended course. I have learnt a lot
DN
5.0Reviewed Oct 22, 2022
Thank you so much. I am thoroughly enjoying learning for this series of course. 2/4. Two down, two to go.
HM
4.0Reviewed Nov 21, 2023
This was great. The only issue I could not get last was the videos not loading during some of the activities.
DE
4.0Reviewed Dec 23, 2022
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!
FI
5.0Reviewed Feb 23, 2022
This is a good course that teaches you how to efficient use salesforce application and also teaches you everything you need to know about the act of selling. This is a wonderful course
SJ
5.0Reviewed Apr 1, 2023
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.
RE
5.0Reviewed Dec 30, 2022
The hands-on activities are easy to follow and I have gained better understanding of leads conversion to prospects in a short span of time.
KB
5.0Reviewed Sep 27, 2021
Really interesting course. I am glad I decided to learn Salesforce by using this course. Thanks