Career Academy

Professional Diploma in Salesforce Operations Specialist

 

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.

 

Skills you will learn: CRM, Sales Operations, Salesforce Lighting, Sales, Saleforce, Saleforce Sales Cloud, Lead Management, Opportunity Management, Reports and Dashboards, Customer Success

 

A Programme Offered by

Salesforce

Starts On
Duration 4 months
Fees

About this Professional Diploma

 

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.

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.

Programme Highlights

When you subscribed to this programme, you will get

Videos

56 Videos

Readings

224 Reading Articles

Quizzez

78 Quizzes

Programme Modules

 

Module 1: Sales and CRM Overview

(Salesforce for Business, The Sales Process, Data that Matters in CRM, The Sales Cloud)

 

Module 2: Lead Management in Salesforce

(Importing Data and Working with Leads, Organizing Leads, Campaigns, and Tasks, Managing and Qualifying Leads, Enhancing Sales Productivity and Converting Leads)

 

Module 3: Opportunity Management in Salesforce

(Supporting Account Executives, Working with Opportunities in Salesforce, Using Products, Price Books, and Quotes in the Sales Process, Contracts and Orders)

 

Module 4: Reports, Dashboards, and Customer Success in Salesforce

(Supporting Customer Success Managers, Service Cases in Salesforce, Supporting Sales Managers with Reports, Charts and Dashboards)

Why Enroll for Salesforce Operations Specialist?

 

  • 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
Why Enrol on the Programme (1)

4.2 Million

Creation of Job Vacancies between 2019 to 2024 by Salesforce

*Information by Salesforce website

$1 Trillion

Salesforce will create a massive economy of

*Information by Salesforce website

Certificate

Upon successful completion of Salesforce Operations Specialist, participants will be awarded a verified

i) Professional Diploma in Salesforce Operations Specialist by Mantissa College Career Academy

ii) Digital certificate by Salesforce

Sample Certificate