Salesforce Sales Operations Professional Certificate

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.
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.
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Reports, Dashboards, and Customer Success in Salesforce (Coursera) Coursera
Salesforce,Pathstream

Reports, Dashboards, and Customer Success in Salesforce (Coursera)

Business

Dive into 'Reports, Dashboards, and Customer Success in Salesforce', a crucial course for anyone looking to harness the power of Salesforce for better reporting, dashboard creation, and enhancing customer success strategies. This course is part of Coursera's Salesforce Sales Operations Professional Certificate program, aimed at those interested in foundational sales roles that leverage Salesforce effectively. Discover how to use Salesforce tools to improve customer service, analyze data for sales team performance enhancement, and prepare yourself for a career path towards becoming a Salesforce administrator.

Jun 8th 2026
4 Weeks
CRM Customer Relationship Management Dashboards
Details
Lead Management in Salesforce (Coursera) Coursera
Salesforce,Pathstream

Lead Management in Salesforce (Coursera)

Business

Dive into the world of Lead Management in Salesforce with our expert-led course designed to equip you with foundational skills crucial for entry-level sales roles. This course is part of the Salesforce Sales Operations Professional Certificate program, focusing on real-world applications of Salesforce tools to manage leads efficiently and enhance your organization's sales operations.

Jun 1st 2026
4 Weeks
CRM Customer Relationship Management Coursera Plus
Details
Sales and CRM Overview (Coursera) Coursera
Salesforce,Pathstream

Sales and CRM Overview (Coursera)

Business

Embark on a journey into the world of sales and customer relationship management (CRM) with our beginner-friendly 'Sales and CRM Overview' course. Designed for those new to Salesforce and CRM systems, this course lays down the foundational skills needed for entry-level sales roles, specifically focusing on becoming a proficient sales operations specialist.

Jun 1st 2026
4 Weeks
Sales CRM Customer Relationship Management
Details
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