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Opportunity Management in Salesforce
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Opportunity Management in Salesforce

This course is part of Salesforce Sales Operations Professional Certificate.

Course Cost

Free course

Beginner

Skill Level

24 Hours

Self-paced lessons

This course cannot be purchased separately - to access the complete learning experience, graded assignments, and earn certificates, you'll need to enroll in the full Salesforce Sales Operations Professional Certificate program. You can audit this specific course for free to explore the content, which includes access to course materials and lectures. This allows you to learn at your own pace without any financial commitment.

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4.7

12,028 Enrolled

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English

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olive-leaves-logo

4.7

12,028 Enrolled

olive-leaves-logo

English

What you'll learn

  • Support account executives in sales pipeline management

  • Manage opportunities through Salesforce Sales Cloud Lightning

  • Work with products, quotes, and contracts effectively

  • Optimize sales processes and deal progression

  • Master opportunity tracking and reporting tools

Skills you'll gain

Salesforce Lightning
Opportunity Management
Sales Operations
CRM Administration
Pipeline Management
Quote Management
Contract Management
Product Management
Sales Process
Business Analysis

This course includes:

0.5 Hours PreRecorded video

12 quizzes

Access on Mobile, Tablet, Desktop

FullTime access

Shareable certificate

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Get a Completion Certificate

Share your certificate with prospective employers and your professional network on LinkedIn.

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Certificate
Certificate

Get a Completion Certificate

Share your certificate with prospective employers and your professional network on LinkedIn.

CREATED BY

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PROVIDED BY

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Top companies offer this course to their employees

Top companies provide this course to enhance their employees' skills, ensuring they excel in handling complex projects and drive organizational success.

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There are 4 modules in this course

This comprehensive course teaches sales operations specialists how to support account executives using Salesforce Sales Cloud Lightning. Students learn to manage the complete sales pipeline, from opportunity creation through deal closure. The curriculum covers products, price books, quotes, contracts, and orders management. Through hands-on projects and guided labs, learners develop practical skills in Salesforce opportunity management.

Supporting Account Executives

Module 1 · 6 Hours to complete

Working with Opportunities in Salesforce

Module 2 · 6 Hours to complete

Using Products, Price Books, and Quotes in the Sales Process

Module 3 · 9 Hours to complete

Contracts and Orders

Module 4 · 6 Hours to complete

Fee Structure

Individual course purchase is not available - to enroll in this course with a certificate, you need to purchase the complete Professional Certificate Course. For enrollment and detailed fee structure, visit the following: Salesforce Sales Operations Professional Certificate

Reviews

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Faculties

These are the expert instructors who will be teaching you throughout the course. With a wealth of knowledge and real-world experience, they're here to guide, inspire, and support you every step of the way. Get to know the people who will help you reach your learning goals and make the most of your journey.

Opportunity Management in Salesforce

Beginner

Skill Level

24 Hours

Self-paced lessons

Course Cost

Free course

Completion

CERTIFICATE

Frequently asked Questions

Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.