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
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Explain how CRM works in the context of sales, marketing, and customer service in modern businesses.
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Articulate use cases for how Salesforce can provide value to sales teams.
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Navigate Trailhead, the official learning platform of Salesforce.
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Demonstrate a working knowledge of the basics of the Salesforce Sales Cloud
Lead Management in Salesforce
⏳ 32 hours
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Demonstrate an in-depth knowledge of how sales teams work together during the lead process.
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Differentiate between Salesforce objects, fields, and records as they relate to Salesforce data management.
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Import data into Salesforce and manage communication with contacts and the qualification of leads
Opportunity Management in Salesforce
⏳ 29 hours
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Describe what sales activities an account executive is typically responsible for and how a sales operations specialist would support them.
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Demonstrate an in-depth knowledge of how sales teams progress opportunities through the sales pipeline and close deals in Salesforce.
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Demonstrate proficiency using Salesforce Sales Cloud Lightning by managing accounts, opportunities, products, quotes, and contracts.
Reports, Dashboards, and Customer Success in Salesforce
⏳ 30 hours
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Understand and properly perform service/support agent processes using the Salesforce Case Management and Knowledge features in the Service Cloud.
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Identify the value of using the Sales Cloud to create reports to track, improve, and forecast various aspects of the sales process.
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Build reports, charts, and dashboards to communicate relevant information about sales performance to stakeholders and executives.
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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.
