Salesforce
Salesforce Sales Operations Professional Certificate
Salesforce

Salesforce Sales Operations Professional Certificate

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

Trailhead
Anthony Jones
Angela Prakash

Instructors: Trailhead

Sponsored by FutureX

65,452 already enrolled

Earn a career credential that demonstrates your expertise
4.6

(1,603 reviews)

Beginner level

Recommended experience

Flexible schedule
3 months, 10 hours a week
Learn at your own pace
Prepare for a degree
Earn a career credential that demonstrates your expertise
4.6

(1,603 reviews)

Beginner level

Recommended experience

Flexible schedule
3 months, 10 hours a week
Learn at your own pace
Prepare for a degree

What you'll 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.

Details to know

Shareable certificate

Add to your LinkedIn profile

Taught in English

See how employees at top companies are mastering in-demand skills

Placeholder

Prepare for a career in Sales Ops

  • Receive professional-level training from Salesforce
  • Demonstrate your proficiency in portfolio-ready projects
  • Earn an employer-recognized certificate from Salesforce
  • Qualify for in-demand job titles: Sales Operations Specialist, Sales Operations Assistant, Sales Operations Analyst
Placeholder
$49,000+
median U.S. salary for Sales Ops
¹
13,000+
U.S. job openings in Sales Ops
¹
Placeholder

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV

Share it on social media and in your performance review

Placeholder

Professional Certificate - 4 course series

Sales and CRM Overview

Course 121 hours4.6 (1,324 ratings)

What you'll learn

  • 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.

Skills you'll gain

Category: Customer Relationship Management
Category: Customer Relationship Management (CRM) Software
Category: Sales Management
Category: Sales Strategy
Category: Sales
Category: Account Management
Category: Salesforce
Category: Sales Process
Category: General Sales Practices
Category: Selling Techniques
Category: E-Commerce
Category: B2B Sales
Category: Sales Operations
Category: Business-To-Consumer

Lead Management in Salesforce

Course 232 hours4.7 (330 ratings)

What you'll learn

  • 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.

Skills you'll gain

Category: Inside Sales
Category: Sales
Category: Sales Development
Category: General Sales Practices
Category: Sales Prospecting
Category: Sales Pipelines
Category: Customer Relationship Management
Category: Salesforce
Category: Customer Relationship Management (CRM) Software
Category: Sales Process
Category: Prospecting and Qualification
Category: Closing (Sales)
Category: Sales Operations
Category: Sales Training
Category: Sales Enablement
Category: Customer Acquisition Management
Category: Lead Generation
Category: Account Management
Category: Sales Management
Category: Sales Strategy

Opportunity Management in Salesforce

Course 329 hours4.7 (212 ratings)

What you'll learn

  • 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.

Skills you'll gain

Category: Customer Relationship Management (CRM) Software
Category: Customer Relationship Management
Category: Salesforce
Category: Closing (Sales)
Category: Sales Process
Category: General Sales Practices
Category: Sales Enablement
Category: Sales Prospecting
Category: Operations Management
Category: Order Management
Category: Sales Pipelines
Category: Inside Sales
Category: Sales Management
Category: Sales Support
Category: Sales Development
Category: Sales Strategy
Category: Sales
Category: Sales Operations

Reports, Dashboards, and Customer Success in Salesforce

Course 430 hours4.6 (211 ratings)

What you'll learn

  • 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.

Skills you'll gain

Category: Customer Relationship Management (CRM) Software
Category: Salesforce
Category: Customer Relationship Management
Category: Customer Service
Category: Customer Success Management
Category: Sales Support
Category: Sales Operations
Category: Sales Enablement
Category: Dashboard
Category: Ad Hoc Reporting
Category: Ad Hoc Analysis
Category: Client Services
Category: Customer Relationship Building
Category: Sales Strategy
Category: Sales
Category: Customer and Client Support
Category: Customer Support
Category: Account Management
Category: Sales Management
Category: Data Presentation

Instructors

Trailhead
Salesforce
16 Courses133,869 learners

Offered by

Salesforce
Pathstream

Get a head start on your degree

Placeholder

Degree credit eligible

This Professional Certificate has ACE® recommendation. It is eligible for college credit at participating U.S. colleges and universities. Note: The decision to accept specific credit recommendations is up to each institution.

Why people choose Coursera for their career

Placeholder

Open new doors with Coursera Plus

Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription

Advance your career with an online degree

Earn a degree from world-class universities - 100% online

Join over 3,400 global companies that choose Coursera for Business

Upskill your employees to excel in the digital economy

¹Lightcast™ Job Postings Report, United States, 7/1/22-6/30/23. ²Based on program graduate survey responses, United States 2021.