Launch Your Career in Salesforce. Learn the foundational skills in Salesforce needed to start a new career.

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424 ratings

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Salesforce

Pathstream

Salesforce Sales Operations Professional CertificateSalesforce

What you will learn

Build reports, charts and dashboards in Salesforce to communicate relevant information about sales performance to stakeholders and executives.
Use Salesforce Sales Cloud Lightning to manage accounts, opportunities, products, quotes, and contracts.
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.

Skills you will gain

CRM
Sales Operations
Salesforce Lightning
Sales
Salesforce
Salesforce Sales Cloud
Lead Management
Opportunity Management
Reports and Dashboards
Customer Success

About this Professional Certificate

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The Salesforce economy will create more than $1 trillion in new revenue and 4.2 million jobs between 2019 and 2024. Developed in partnership with Trailhead — Salesforce's official learning platform — this certificate aims to teach you the foundational skills in Salesforce that will prepare you for a variety of entry-level sales roles, including the sales operations specialist position. This certificate is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful. Through four courses, you will learn the fundamentals of CRM, how to manage leads in Salesforce, how to manage opportunities in Salesforce, how to use Salesforce to ensure customer success, and how to effectively leverage Salesforce data through reports and dashboards.

Applied Learning Project

Learners will work hands-on in Salesforce to solve real world business problems for a fictional social media company. Throughout the certificate, learners will build a portfolio highlighting use cases where they leverage tools in the Salesforce Sales Cloud and Service Cloud to make the work of a sales team more efficient and effective during the sales process. Adopting the role of a sales operations specialist, learners will demonstrate how to optimize the work of marketing associates, sales development representatives, account executives, and sales managers.

Shareable Certificate

Earn a Certificate upon completion

100% online courses

Start instantly and learn at your own schedule.

Flexible Schedule

Set and maintain flexible deadlines.

Beginner Level

This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful.

Approximately 4 months to complete

Suggested pace of 7 hours/week

English

Subtitles: English

Shareable Certificate

Earn a Certificate upon completion

100% online courses

Start instantly and learn at your own schedule.

Flexible Schedule

Set and maintain flexible deadlines.

Beginner Level

This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful.

Approximately 4 months to complete

Suggested pace of 7 hours/week

English

Subtitles: English

What is a Professional Certificate?

Build the Skills to Get Job Ready

Whether you’re looking to start a new career, or change your current one, Professional Certificates on Coursera help you become job ready. Learn at your own pace, whenever and wherever it’s most convenient for you. Enroll today and explore a new career path with a 7 day free trial. You can pause your learning or end your subscription at any time.

Hands-On Projects

Apply your skills with hands-on projects and build a portfolio that showcases your job readiness to potential employers. You'll need to successfully finish the project(s) to earn your Certificate.

Earn a Career Credential

When you complete all of the courses in the program, you'll earn a Certificate to share with your professional network as well as unlock access to career support resources to help you kickstart your new career. Many Professional Certificates have hiring partners that recognize the Professional Certificate credential and others can help prepare you for a certification exam. You can find more information on individual Professional Certificate pages where it applies.

There are 4 Courses in this Professional Certificate

Course1

Course 1

Sales and CRM Overview

4.6

stars

356 ratings

•

85 reviews

This course is the first of a series that aims to teach you the foundational skills in Salesforce that will prepare you for a variety of entry-level sales roles, including the sales operations specialist position.

This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful. In this course, you will be introduced to essential concepts like the fundamentals of the sales process. You'll also learn about what Customer Relationship Management (CRM) systems are and what they are used for, you'll dive into Salesforce's main products and their use cases, and you will gain a working knowledge of the key functionalities of the Salesforce Sales Cloud that help support a business’s growth. This course is the first step in your learning journey with Salesforce. It will provide you with the foundation you need to go into depth with more advanced Salesforce tools taught later in the certificate, and ultimately launch your new career. Please note that if you already have background knowledge in sales and CRM, or if you want to dive immediately into content that goes into more depth with Salesforce, it is recommended that you start with Course 2 in this certificate: Lead Management in Salesforce.

Course2

Course 2

Lead Management in Salesforce

4.7

stars

110 ratings

•

21 reviews

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!

Course3

Course 3

Opportunity Management in Salesforce

4.8

stars

60 ratings

•

9 reviews

The third course in the Salesforce Sales Operations Professional Certificate, Opportunity 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 opportunities and close sales deals in a real world business setting.

This third course will give you a foundational understanding of how to help sales teams optimize the opportunity management process. Specifically, this course shows how a sales operations specialist would support account executives and empower them to progress opportunities through a sales pipeline and close sales deals as effectively and efficiently as possible. This will require the use of new tools in Salesforce, including products, price books, quotes, contracts, and orders. Learning how to leverage these aspect of Salesforce 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!

Course4

Course 4

Reports, Dashboards, and Customer Success in Salesforce

4.7

stars

62 ratings

•

16 reviews

The fourth course in the Salesforce Sales Operations Professional Certificate — Reports, Dashboards, and Customer Success 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, how to use tools in Salesforce to improve customer service at a business, how to leverage data in Salesforce to improve the overall performance of a sales team, and the path to becoming a Salesforce administrator.

This fourth course goes into more depth on how a sales operations specialist would use Salesforce Service Cloud to support a variety of different customer service needs. You will learn the basics of effective customer support, and you will leverage a variety of new tools available in the Salesforce Service Cloud to effectively manage customer relationships. This course also goes into more depth on how a sales ops specialist would use Salesforce Reports and Dashboards to support a variety of needs from a sales team manager to track, improve, and forecast the overall performance of a sales team. You will learn how to use filters to produce custom reports in Salesforce, and then discover how to visualize that data effectively through the use of charts and dashboards. 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!

Instructors

Offered by

Salesforce

Salesforce is the global leader in Customer Relationship Management (CRM), bringing companies closer to their customers in the digital age. Founded in 1999, Salesforce enables companies of every size and industry to take advantage of powerful technologies—cloud, mobile, social, internet of things, artificial intelligence, voice and blockchain—to create a 360-degree view of their customers.

Trailhead is Salesforce’s free online learning platform that empowers anyone to skill up for the future. Trailhead reduces barriers to entry for all - regardless of gender, ethnicity, education level or socioeconomic background - to join the workforce of the future with access to over 800 badges covering business, tech, Salesforce and soft skills. More than 2 million learners today are skilling up and earning resume-worthy credentials on Trailhead, all while discovering new career opportunities and connecting with the vibrant Trailblazer Community. To learn more visit Trailhead.salesforce.com

Pathstream

Pathstream partners with leading technology companies to build branded digital skills career programs delivered through college and university partnerships. Our programs are for anyone who wants to learn the digital skills needed to succeed in the modern economy.

Frequently Asked Questions

What is the refund policy?
If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.
Can I just enroll in a single course?
Yes! To get started, click the course card that interests you and enroll. You can enroll and complete the course to earn a shareable certificate, or you can audit it to view the course materials for free. When you subscribe to a course that is part of a Certificate, you’re automatically subscribed to the full Certificate. Visit your learner dashboard to track your progress.
Is this course really 100% online? Do I need to attend any classes in person?
This course is completely online, so there’s no need to show up to a classroom in person. You can access your lectures, readings and assignments anytime and anywhere via the web or your mobile device.
How long does it take to complete the Specialization?
The entire Specialization takes 16 weeks to complete. There are four courses in the Specialization and each course takes four weeks to complete.
What background knowledge is necessary?
None! This Specialization is designed for total beginners.
Do I need to take the courses in a specific order?
It is recommended that you take the courses in chronological order. However, if you already have some experience in CRM or Sales — or are interested in a specific topic (i.e., Opportunity Management in Salesforce) — you are free to take the courses in whatever order you prefer.
Will I earn university credit for completing the Specialization?
No university credit is offered at this time for completion of this Specialization.
What will I be able to do upon completing the Specialization?
You will be able to pursue entry level sales jobs upon completion of this Specialization. Specifically, you will be in a great position to pursue the role of a sales operations specialist or a sales support specialist.

More questions? Visit the Learner Help Center.