The Salesforce Sales Operations course, developed in partnership with Trailhead, Salesforce's official learning platform, is an essential program for individuals aspiring to embark on a career in the Salesforce ecosystem. This certificate offers a comprehensive introduction to Salesforce and its applications in sales operations. With a focus on foundational skills, the course is tailored to beginners with no prior experience in Salesforce, sales, or CRM.
Students will delve into the core aspects of Salesforce, learning how to manage leads, opportunities, and customer success while effectively leveraging Salesforce data through reports and dashboards. The curriculum is structured into four courses, each targeting specific areas of expertise:
Upon completion of the course, individuals will be equipped with the expertise needed to excel in entry-level sales roles, making them invaluable assets to organizations leveraging Salesforce for sales operations.
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This comprehensive certificate program comprises four courses focused on CRM fundamentals, lead and opportunity management, and leveraging Salesforce data for effective sales performance.
The Sales and CRM Overview module provides a comprehensive understanding of CRM, the value of Salesforce to sales teams, and the basics of Salesforce Sales Cloud. The course also familiarizes students with Trailhead, the official learning platform of Salesforce.
The Lead Management in Salesforce module equips students with in-depth knowledge of sales teams' collaboration during the lead process, data management in Salesforce, and communication with contacts for lead qualification.
The Opportunity Management in Salesforce module focuses on detailing the sales activities of account executives, the support provided by sales operations specialists, and proficiency in using Salesforce Sales Cloud Lightning for managing accounts, opportunities, products, quotes, and contracts.
The Reports, Dashboards, and Customer Success in Salesforce module covers service/support agent processes using Salesforce Case Management and Knowledge features, the value of using Sales Cloud for creating reports, and building reports, charts, and dashboards to communicate sales performance information to stakeholders and executives.
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