What you will learn in Salesforce Sales Operations Professional Certificate Course
- Master Salesforce Sales Cloud Lightning, including managing accounts, opportunities, products, quotes, and contracts.
- Build reports, charts, and dashboards in Salesforce to communicate relevant information about sales performance to stakeholders and executives.
- Understand and perform service/support agent processes using Salesforce Case Management and Knowledge features in the Service Cloud.
- Leverage Salesforce data to track, improve, and forecast various aspects of the sales process.
- Apply knowledge through hands-on projects, solving real-world business problems for a fictional company.
Program Overview
Sales and CRM Overview
⏳ 21 hours
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
Lead Management in Salesforce
⏳ 32 hours
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
Opportunity Management in Salesforce
⏳ 29 hours
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.
Reports, Dashboards, and Customer Success in Salesforce
⏳ 30 hours
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.
Get certificate
Job Outlook
- Proficiency in Salesforce Sales Operations is valuable for roles such as Sales Operations Specialist, Sales Support Specialist, and Sales Analyst.
- Skills acquired in this program are applicable across various industries, including technology, healthcare, finance, and consulting.
- Completing this certificate can enhance your qualifications for positions that require expertise in managing and optimizing sales processes using Salesforce.
Specification: Salesforce Sales Operations Professional Certificate
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