Operations Management: What Is It and Why Does It Matter?
March 13, 2024
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Launch Your Career in Salesforce. Learn the foundational skills in Salesforce needed to start a new career.
Instructors: Trailhead
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(1,667 reviews)
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Beginner level
This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful.
(1,667 reviews)
Recommended experience
Beginner level
This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful.
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.
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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.
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.
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.
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.
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.
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When you complete this Professional Certificate, you may be able to have your learning recognized for credit if you are admitted and enroll in one of the following online degree programs.¹
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.
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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The Salesforce Sales Operations Professional Certificate helped me to work smoothly in the Salesforce environment with confidence. I have also taken on additional job responsibilities.
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The entire Specialization takes 16 weeks to complete. There are four courses in the Specialization and each course takes four weeks to complete.
None! This Specialization is designed for total beginners.
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.
No university credit is offered at this time for completion of this 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.
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.
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.
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.
¹ Median salary and job opening data are sourced from Lightcast™ Job Postings Report. Data for job roles relevant to featured programs (2/1/2024 - 2/1/2025)