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's inside
Four courses
Sales and CRM Overview
(0 hours)
Sales and CRM Overview
(0 hours)
Lead Management in Salesforce
(0 hours)
Lead Management in Salesforce
(0 hours)
Opportunity Management in Salesforce
(0 hours)
Opportunity Management in Salesforce
(0 hours)
Reports, Dashboards, and Customer Success in Salesforce
(0 hours)
Reports, Dashboards, and Customer Success in Salesforce
(0 hours)Learning objectives
- 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.
- 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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