Salesforce Sales Operations Professional Certificate Online

Drive success for you and your organization with the Salesforce sales operations certificate that prepares you to optimize the sales organization and ensure a more effective, efficient sales process.

Franklin University has partnered with Coursera Campus to provide cutting-edge certificates to learners seeking to advance. Courses are open to all learners. No application required.

What You Will Learn

  • Use Salesforce to build reports, charts and dashboards that provide essential sales performance data to key stakeholders
  • Gain experience in managing leads, accounts, products, quotes and contracts using Salesforce Sales Cloud Lightning
  • Learn the value of CRM and how to use it to promote successful sales, marketing and customer service delivery
  • Explore ways to optimize the sales process using the Salesforce platform

About the Salesforce Sales Operations Professional Certificate

The Salesforce Sales Operations Professional Certificate is for anyone who wants to learn foundational Salesforce skills in order to enter the workforce as a member of a sales/operations team. This certificate is ideal for those who appreciate the two sides of the sales coin: customer service and data capture and analysis.

Developed in partnership with Salesforce's official learning platform, Trailhead, the four courses that comprise this certificate program help equip future sales operations specialists, marketing associates and account execs for a fast-paced career.

Together, these courses will take you start-to-finish through the sales process and equip you with the skills needed to effectively leverage and disseminate Salesforce data. You'll learn the essentials of CRM and discover the pivotal role lead and opportunity management play in sealing the deal.

This certificate enables both total beginners and novices to gain valuable experience in tracking, forecasting and improving sale performance, as well as in presenting relevant data through charts and dashboards.

Required Salesforce Sales Operations Professional Certificate Courses

Sales and CRM Overview

BEGINNER | Business | Self-paced | 22 hours

This course is the first of a series that 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 course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful. In this course, you will be introduced to essential concepts like the fundamentals of the sales process. You'll also learn about what Customer Relationship Management (CRM) systems are and what they are used for, you'll dive into Salesforce's main products and their use cases, and you will gain a working knowledge of the key functionalities of the Salesforce Sales Cloud that help support a business’s growth. This course is the first step in your learning journey with Salesforce. It will provide you with the foundation you need to go into depth with more advanced Salesforce tools taught later in the certificate, and ultimately launch your new career. Please note that if you already have background knowledge in sales and CRM, or if you want to dive immediately into content that goes into more depth with Salesforce, it is recommended that you start with Course 2 in this certificate: Lead Management in Salesforce.
Lead Management in Salesforce

BEGINNER | Business | Self-paced | 33 hours

The second course in the Salesforce Sales Operations Professional Certificate, Lead Management in Salesforce, is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, and how to use tools in Salesforce to manage leads in a real world business setting. This second course will give you a foundational understanding of how to help sales and marketing teams optimize the lead management process. Specifically, this course shows how a sales operations specialist would support a marketing associate and sales development representative to make the lead management more effective and efficient. You will learn the basics of data management, how to upload lead data into Salesforce, and then how to effectively train team members to manage leads using the different tools available in the Salesforce Sales Cloud. These are crucial skills for anyone interested in entry level sales jobs. For this course, it is recommended (but not required) that you have some background knowledge of sales and CRM, as well as an understanding of the basics of Salesforce platform navigation. If you're a total beginner with these concepts, you can still be successful in this course — however, it might require some additional work on your part. By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. Congratulations on continuing this exciting journey!
Opportunity Management in Salesforce

BEGINNER | Business | Self-paced | 30 hours

The third course in the Salesforce Sales Operations Professional Certificate, Opportunity Management in Salesforce, is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, and how to use tools in Salesforce to manage opportunities and close sales deals in a real world business setting. This third course will give you a foundational understanding of how to help sales teams optimize the opportunity management process. Specifically, this course shows how a sales operations specialist would support account executives and empower them to progress opportunities through a sales pipeline and close sales deals as effectively and efficiently as possible. This will require the use of new tools in Salesforce, including products, price books, quotes, contracts, and orders. Learning how to leverage these aspect of Salesforce are crucial skills for anyone interested in entry level sales jobs. For this course, it is recommended (but not required) that you have some background knowledge of sales and CRM, as well as an understanding of the basics of Salesforce platform navigation. If you're a total beginner with these concepts, you can still be successful in this course — however, it might require some additional work on your part. By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. Congratulations on continuing this exciting journey!
Reports, Dashboards, and Customer Success in Salesforce

BEGINNER | Business | Self-paced | 31 hours

The fourth course in the Salesforce Sales Operations Professional Certificate — Reports, Dashboards, and Customer Success in Salesforce — is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, how to use tools in Salesforce to improve customer service at a business, how to leverage data in Salesforce to improve the overall performance of a sales team, and the path to becoming a Salesforce administrator. This fourth course goes into more depth on how a sales operations specialist would use Salesforce Service Cloud to support a variety of different customer service needs. You will learn the basics of effective customer support, and you will leverage a variety of new tools available in the Salesforce Service Cloud to effectively manage customer relationships. This course also goes into more depth on how a sales ops specialist would use Salesforce Reports and Dashboards to support a variety of needs from a sales team manager to track, improve, and forecast the overall performance of a sales team. You will learn how to use filters to produce custom reports in Salesforce, and then discover how to visualize that data effectively through the use of charts and dashboards.  For this course, it is recommended (but not required) that you have some background knowledge of sales and CRM, as well as an understanding of the basics of Salesforce platform navigation. If you're a total beginner with these concepts, you can still be successful in this course — however, it might require some additional work on your part. By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. Congratulations on continuing this exciting journey!

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Frequently Asked Questions

How much does the Salesforce Sales Operations Professional Certificate cost?

When you enroll in this self-paced certificate program, you decide how quickly you want to complete each of the courses in the specialization. To access the courses, you pay a small monthly cost of $35, so the total cost of your Professional Certificate depends on you. Plus, you can take a break or cancel your subscription anytime.

How long does it take to finish the Salesforce Sales Operations Professional Certificate?

It takes about 4-5 months to finish all the courses and hands-on projects to earn your certificate.

What prior experience do I need to enroll?

This intermediate-level course is best for those with proficiency in Linux OS and command-line tools, as well as experience in deploying and managing apps, including public cloud environments. You may find it helpful to also know the basics of scripting.

What will I be able to do with my Salesforce Sales Operations Professional Certificate?

Earning your Salesforce Professional Certificate means you've taken an important step toward launching your career. In addition to preparing you for an entry-level position as a sales operations specialist or sales support representative, your completion certificate demonstrates to prospective employers that you know how to leverage this powerful CRM tool to: manage leads and sales opportunities, ensure customer success, and deliver insightful reports to support an efficient, effective sales organization.

Do I need to apply and be accepted as a Franklin University student to take courses offered through the FranklinWORKS Marketplace?

No. Courses offered through the Marketplace are for all learners. There is no application or admission process.



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Partnership and Group Discounts

If you are with an organization looking to upskill your workforce, discounted group pricing is available. Please contact:

Whitney Iles
Director of Partnerships and Client Management
whitney.iles@franklin.edu
614.947.6702

Additional Options

If you can't find what you're looking for, additional options may be available. Please contact:

Abigail Warfel
Workforce and Professional Development Coordinator
abigail.warfel@franklin.edu
614.947.6288

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