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.
Lead Management in Salesforce
Lead Management in Salesforce
This course is part of Salesforce Sales Operations Professional Certificate
Instructors: Trailhead
22,284 already enrolled
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Gain insight into a topic and learn the fundamentals.
4.7
(322 reviews)
Beginner level
Recommended experience
Flexible schedule
Approx. 32 hours
Learn at your own pace
97%
Most learners liked this course
What you'll learn
Demonstrate an in-depth knowledge of how sales teams work together during the lead process.
Differentiate between Salesforce objects, fields, and records as they relate to Salesforce data management.
Import data into Salesforce and manage communication with contacts and the qualification of leads.
Skills you'll gain
Details to know
Shareable certificate
Add to your LinkedIn profile
Assessments
15 assignments
Taught in English
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This course is part of the Salesforce Sales Operations Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate from Salesforce
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There are 4 modules in this course
Welcome to Lead Management in Salesforce, the second course of the Salesforce Sales Operations Professional Certificate! By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. In the first week of the course, you'll learn more about what marketing associates do in a company, explore their role in the lead management process, and work hands on to empower them with Salesforce Sales Cloud tools to do their jobs more efficiently and effectively. Let's get started!
What's included
5 videos19 readings3 assignments1 discussion prompt1 ungraded lab
Welcome to the second week of Lead Management in Salesforce! Last week, you really went hands on with Salesforce in your Guided Project work and this week, there are going to be more opportunities to work with the lead management tools in Salesforce in real world situations. This week, you’re going to dive even deeper into the role of the marketing associate, a team member who plays a critical part in the sales process. Specifically, you’re going to learn how to edit and filter leads, and work with campaigns, to support this team member and empower them with organized lead management in Salesforce. At the end of this week, you will also tackle your first independent project in this course, which will give you an opportunity to explore a business use case in Salesforce, hands on. By completing this project, you will be able to create a valuable portfolio piece and work sample that you can use during your future job search.
What's included
1 video11 readings3 assignments2 ungraded labs
Welcome to the third week of Lead Management in Salesforce! This week, you will dive into a new role on the sales team — the sales development representative (or SDR), another team member who plays an important part in the sales process. This week you’re going to learn how to support this team member and empower them to do their jobs more effectively by exploring how to use some new lead management tools in Salesforce. You’re also going to learn how leads are handed off to SDRs from marketing associates — and how SDRs eventually hand off qualified leads (i.e., prospects) to account executives. Along the way, you’ll see how logging information in a centralized location like Salesforce is essential for the success of the overall team every step of the way!
What's included
3 videos12 readings5 assignments2 discussion prompts2 ungraded labs1 plugin
Welcome to Week 4, the final week of Lead Management in Salesforce! You’ve done a great job making it this far, so take a moment to appreciate your effort. Learning lead management tools in Salesforce isn’t easy stuff — so congratulations on making it to this point! This week, you’ll go in more depth with how SDRs hand off qualified leads (i.e., prospects) to account executives. And you’ll see how leads are finally closed in Salesforce, and get a sneak peak of what happens next with them. At the end of this week, you will also tackle your final independent project in this course, which will give you an opportunity to explore a business use case in Salesforce, hands on. By completing this project, you will be able to create a valuable portfolio piece and work sample that you can use during your future job search. Remember, by creating a portfolio of the work you are doing in this course, you will be able to show future employers that you can solve real world problems with Salesforce — a critical skill in the modern economy.
What's included
4 videos17 readings4 assignments2 discussion prompts2 ungraded labs1 plugin
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Learner reviews
4.7
322 reviews
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Showing 3 of 322
NQ
5
Reviewed on Jul 14, 2021
Great breakdown of roles, and hands on learning tools via guided projects. Course 2 was well thought out had additional information if you want to pursue Salesforce as a career
FI
5
Reviewed on Feb 23, 2022
This is a good course that teaches you how to efficient use salesforce application and also teaches you everything you need to know about the act of selling. This is a wonderful course
AA
5
Reviewed on Apr 27, 2023
I loved this course. Pathstream did a great job organizing the material and making it fun to learn.
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