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 Southeastern University

62,526 already enrolled

Earn a career credential that demonstrates your expertise
4.6

(1,536 reviews)

Beginner level

Recommended experience

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

(1,536 reviews)

Beginner level

Recommended experience

3 months
at 10 hours a week
Flexible schedule
Learn at your own pace

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

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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
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$49,000+
median U.S. salary for Sales Ops
¹
13,000+
U.S. job openings in Sales Ops
¹

Get exclusive access to career resources upon completion

  • Resume review

    Improve your resume and LinkedIn with personalized feedback

  • Interview prep

    Practice your skills with interactive tools and mock interviews

  • Career support

    Plan your career move with Coursera's job search guide

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Earn a career certificate

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

Share it on social media and in your performance review

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Professional Certificate - 4 course series

Sales and CRM Overview

Course 121 hours4.6 (1,263 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: Sales
Category: Databases
Category: Marketing

Lead Management in Salesforce

Course 232 hours4.7 (315 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: Leadership and Management
Category: Operations Management
Category: Sales
Category: Strategy
Category: Strategy and Operations
Category: Marketing

Opportunity Management in Salesforce

Course 329 hours4.7 (205 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: Sales

Reports, Dashboards, and Customer Success in Salesforce

Course 430 hours4.6 (203 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: Sales
Category: Business Analysis
Category: Data Visualization Software
Category: Data Visualization

Instructors

Trailhead
Salesforce
16 Courses128,617 learners

Offered by

Salesforce
Pathstream

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