How to Become a Salesforce Developer
September 26, 2024
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This course is part of Salesforce Sales Operations Professional Certificate
Instructors: Trailhead
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(212 reviews)
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Beginner level
It is recommended that you have some background knowledge of sales and CRM, and an understanding of the basics of Salesforce platform navigation.
(212 reviews)
Recommended experience
Beginner level
It is recommended that you have some background knowledge of sales and CRM, and an understanding of the basics of Salesforce platform navigation.
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.
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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!
Welcome to Opportunity Management in Salesforce, the third course in the Salesforce Sales Operations Professional Certificate! By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. In the first week of the course, you'll learn more about the handoff of qualified leads (i.e., prospects) from SDRs to account executives, and how Salesforce Chatter can help ensure that they stay on the same page during this process. You'll also learn more about the account executive role on a sales team, how you can support them as a sales ops specialist, and you'll dive into the sales pipeline to fully understand what opportunity management entails. Let's get started!
7 videos17 readings2 assignments1 discussion prompt1 plugin
Welcome to the second week of Opportunity Management in Salesforce! Last week, you gained the conceptual foundation you need to understand the role of the account executive and how they work to progress prospects through each stage of the sales pipeline en route to closing the deal. Now, this week, you are going to work hands on with opportunity management tools in Salesforce that you can leverage to empower AEs to do their jobs as effectively and efficiently as possible. At the end of this week, you will also tackle your first independent project in this course, which will give you an opportunity to explore a business use case in Salesforce, hands on. By completing this project, you will be able to create a valuable portfolio piece and work sample that you can use during your future job search.
1 video10 readings3 assignments1 ungraded lab1 plugin
Welcome to the third week of Opportunity Management in Salesforce! This week, you will dive into working with Products, Price Books, and Quotes in Salesforce, and learn how these standard objects help account executives move potential sales deals closer to the finish line. Keep in mind that by learning these more advanced Salesforce skills, you are setting yourself apart as a very strong candidate not only for the sales ops specialist role, but for any entry level sales job.
1 video15 readings5 assignments1 discussion prompt3 ungraded labs
Welcome to Week 4, the final week of Opportunity Management in Salesforce! You’ve done a great job making it this far, so take a moment to acknowledge and appreciate your effort. Learning opportunity management tools in Salesforce is tough — so congratulations on making it to this point! You’re putting in great work that’s going to have a big payoff. This week, you'll learn how to support AEs in the next stage of the sales process: closing deals. At this point, the sales team has put in a lot of effort into each and every opportunity, so it's important that you learn the skills and practices that will help ensure that the sales team actually wins those deals. Keep in mind that winning a deal means a prospect has signed a contract and has become a paying customer with your company. And remember, your number one goal as a sales ops specialist is to help a sales team win deals as efficiently and consistently as possible.
3 videos12 readings2 assignments2 discussion prompts2 ungraded labs
We asked all learners to give feedback on our instructors based on the quality of their teaching style.
Instructor ratings
We asked all learners to give feedback on our instructors based on the quality of their teaching style.
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 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.
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Reviewed on Sep 20, 2021
This was an amazing course with detailed tutorials and highly recommended
Reviewed on Aug 27, 2024
Ultimate course to learn the concepts of Opportunity Management
Reviewed on Jul 14, 2022
great course to trake you step by step in using salesforce for sdtages inopportunities closing and settin up product and pricebook
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