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.
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Operaciones de ventas de Salesforce Professional Certificate
Launch Your Career in Salesforce. Learn the foundational skills in Salesforce needed to start a new career.
Instructors: Trailhead
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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.
Overview
Skills you'll gain
Tools you'll learn
What’s included
Add to your LinkedIn profile
Prepare for a career in Business
- Receive professional-level training from Salesforce
- Demonstrate your proficiency in portfolio-ready projects
- Earn an employer-recognized certificate from Salesforce
Professional Certificate - 4 course series
What you'll learn
Explique cómo funciona el CRM en el contexto de ventas, mercadeo y servicio al cliente en las empresas modernas.
Articule casos de uso sobre cómo Salesforce puede proporcionar valor a los equipos de ventas.
Navegue por Trailhead, la plataforma de aprendizaje oficial de Salesforce.
Demuestre un conocimiento práctico de los aspectos básicos de Salesforce Sales Cloud.
Skills you'll gain
What you'll learn
Demostrar un conocimiento profundo de cómo trabajan juntos los equipos de ventas durante el proceso de captación de clientes potenciales.
Diferenciar entre objetos, campos y registros de Salesforce en relación con la administración de datos del personal de ventas de Salesforce.
Importar datos a Salesforce y administrar la comunicación con los contactos y la calificación de los clientes potenciales.
Skills you'll gain
What you'll learn
Describa de qué actividades de ventas suele ser responsable un ejecutivo de cuentas y cómo las apoyaría un especialista en operaciones de ventas.
Demostrar cómo los equipos de ventas hacen progresar las oportunidades mediante el proceso de ventas y cierran acuerdos en Salesforce.
Demostrar competencia en Salesforce Sales Cloud Lightning mediante la gestión de cuentas, oportunidades, productos, presupuestos y contratos.
Skills you'll gain
What you'll learn
Entienda los procesos del agente de servicio o soporte y realícelos bien utilizando Case Management y Knowledge de Salesforce en Service Cloud.
Identifique el valor de usar Sales Cloud para crear informes para rastrear, mejorar y pronosticar varios aspectos del proceso de ventas
Cree informes, gráficos y paneles para comunicar información relevante sobre el rendimiento de ventas a las partes interesadas y ejecutivos.
Skills you'll gain
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
Instructors
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Frequently asked questions
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.
More questions
Financial aid available,
¹Based on Coursera learner outcome survey responses, United States, 2021.