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
There are 4 modules in this course
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!
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!
The Everyday Tasks of a Marketing Associate•2 minutes
Salesforce Updates and Customization•4 minutes
18 readings•Total 305 minutes
What is Pathstream?•10 minutes
Additional Careers in Salesforce•10 minutes
Lead Management in Salesforce Course Syllabus•15 minutes
How to Be Successful in this Course•15 minutes
How to Use Discussion Forums•10 minutes
Get to Know Your Classmates•10 minutes
Why Importing Data and Working With Leads Matter•15 minutes
Sales Process Review•5 minutes
Marketing Associate Overview •15 minutes
Video Recap•15 minutes
How Does Salesforce Support a Marketing Associate's Responsibilities?•10 minutes
Using Salesforce to Organize Lead Data•20 minutes
Database Tables•10 minutes
Objects, Fields and Records in Salesforce•20 minutes
Create a Trailhead Account and Playground•30 minutes
A Note About Software Updates•20 minutes
Guided Project: Structuring a Lead Spreadsheet and Using Data Import Wizard•60 minutes
Week 1 Recap•15 minutes
3 assignments•Total 95 minutes
Managing Leads in Salesforce•35 minutes
The Role of a Marketing Associate•30 minutes
Saleforce for the Marketing Associate•30 minutes
1 discussion prompt•Total 25 minutes
Meet and Greet•25 minutes
Organizing Leads, Campaigns, and Tasks
Module 2•6 hours to complete
Module details
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 video9 readings3 assignments
Show info about module content
1 video•Total 2 minutes
Week 2 Introduction•2 minutes
9 readings•Total 235 minutes
Why Organizing Leads, Campaigns and Tasks Matters•10 minutes
Why is it Important to Have All Your Data in One Place?•10 minutes
Guided Project: Editing and Filtering Leads•60 minutes
Understanding Campaigns•10 minutes
Guided Project: Working With Campaigns•60 minutes
Week 2 Recap•10 minutes
Project Summary and Requirements•15 minutes
Set Up Your Developer Edition Org and Connect to Trailhead•15 minutes
Project Instructions•45 minutes
3 assignments•Total 110 minutes
Working with Campaigns in Salesforce•50 minutes
Organizing Lead Data Using Salesforce•30 minutes
Campaigns in Salesforce•30 minutes
Managing and Qualifying Leads
Module 3•7 hours to complete
Module details
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!
Why Managing and Qualifying Leads Matter•10 minutes
Sales Development Representative (SDR) Review•5 minutes
Leads vs. Prospects•10 minutes
Video Recap•1 minute
But How do SDRs Actually Generate and Qualify Leads? •10 minutes
How Does Salesforce Support an SDR's Work?•10 minutes
Why is Using Salesforce So Important for SDR?•15 minutes
Guided Project: Logging Communications and Actions•60 minutes
Guided Project: Tracking Leads•60 minutes
Week 3 Recap•10 minutes
5 assignments•Total 170 minutes
Managing and Qualifying Leads•50 minutes
The Life of an SDR•30 minutes
Salesforce for SDRs•30 minutes
Logging Communications and Actions•30 minutes
Tracking Leads in Salesforce•30 minutes
2 discussion prompts•Total 60 minutes
Working with SDRs•30 minutes
Changing Habits•30 minutes
1 plugin•Total 15 minutes
Video Recap•15 minutes
Enhancing Sales Productivity and Converting Leads
Module 4•9 hours to complete
Module details
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.
Salesforce is the global leader in Customer Relationship Management (CRM), bringing companies closer to their customers in the digital age. Founded in 1999, Salesforce enables companies of every size and industry to take advantage of powerful technologies—cloud, mobile, social, internet of things, artificial intelligence, voice and blockchain—to create a 360-degree view of their customers.
Trailhead is Salesforce’s free online learning platform that empowers anyone to skill up for the future. Trailhead reduces barriers to entry for all - regardless of gender, ethnicity, education level or socioeconomic background - to join the workforce of the future with access to over 800 badges covering business, tech, Salesforce and soft skills. More than 2 million learners today are skilling up and earning resume-worthy credentials on Trailhead, all while discovering new career opportunities and connecting with the vibrant Trailblazer Community. To learn more visit Trailhead.salesforce.com
Pathstream partners with leading technology companies to build branded digital skills career programs delivered through college and university partnerships. Our programs are for anyone who wants to learn the digital skills needed to succeed in the modern economy.
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