Opportunity Management in Salesforce
Master Salesforce opportunity management tools and techniques to support account executives in progressing and closing deals.
Master Salesforce opportunity management tools and techniques to support account executives in progressing and closing deals.
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.
4.7
(201 ratings)
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Instructors:
English
বাংলা, اردو, Tiếng Việt, 2 more
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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
This course includes:
0.5 Hours PreRecorded video
12 quizzes
Access on Mobile, Tablet, Desktop
FullTime access
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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
Instructors
Salesforce's Revolutionary Learning Platform
Trailhead stands as Salesforce's flagship educational initiative, democratizing access to technology skills through a comprehensive free online learning platform. Launched with the mission to reduce barriers to entry in the tech workforce, Trailhead offers over 800 badges covering business, technical, and soft skills training. The platform combines gamified learning with practical applications through features like Trailhead Playground, where learners can practice in a safe environment. Its innovative approach includes bite-sized modules, hands-on challenges, and a robust certification system that provides resume-worthy credentials. With more than 2 million active learners across 1,300 Trailblazer communities in 90 countries, the platform has become a cornerstone of Salesforce education. Through its Trailmixes (customized learning paths), superbadges (advanced skill certifications), and integration with the global Trailblazer Community, Trailhead creates an inclusive learning ecosystem that supports career advancement regardless of background. The platform's success is evidenced by numerous success stories of professionals doubling their income through Salesforce certification and training
Learning Experience Design Manager at Pathstream
Angela Prakash is the Learning Experience Design Manager at Pathstream, where she leverages her interdisciplinary background in Cognitive Science and Education from UC Berkeley to create engaging and dynamic curricula for diverse student populations, including K-12, community college, and adult learners. With over eight years of direct teaching experience, Angela has previously developed blended educational experiences for alternative education models and guided growth marketing for UC Berkeley’s data science undergraduate program. At Pathstream, she collaborates with Salesforce experts to design curriculum that empowers learners to effectively use Salesforce and advance their careers in technology. Her human-centered approach focuses on addressing the needs of learners and fostering impactful educational experiences.
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4.7 course rating
201 ratings
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.