NQ
Reviewed 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 Process
Status: Customer Relationship Management (CRM) Software
BeginnerCourse30 hours
Featured reviews
SI
Reviewed 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
SS
Reviewed Oct 26, 2023
Thanks, Anthony Jones and Angela Prakash. The learning has been very enriching. Looking forward to the next two modules.
PD
Reviewed Aug 21, 2024
Great course which provides overall insights into the Sales process and detailed info on Lead Management practices
KB
Reviewed Sep 27, 2021
Really interesting course. I am glad I decided to learn Salesforce by using this course. Thanks
KG
Reviewed Mar 6, 2024
It is a great learning platform, each step is explained in a very brief and helpful to understanding Salesforce,Thank you
SJ
Reviewed 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.
GG
Reviewed Feb 9, 2024
Great for beginners. The hands-on projects are the best way to learn by doing. I love this approach.
DE
Reviewed 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!
RV
Reviewed Dec 14, 2024
This course is a treat for the people who wanted to learn the fundamentals of Salesforce CRM and Lead Mangement in Salesforce.
TR
Reviewed 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!
OA
Reviewed May 27, 2022
Excellent course content! I particularly appreciate the practicality of the independent projects.