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.


Sales and CRM Overview
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Sales and CRM Overview
This course is part of Salesforce Sales Operations Professional Certificate



Instructors: Trailhead
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What you'll learn
Explain how CRM works in the context of sales, marketing, and customer service in modern businesses.
Articulate use cases for how Salesforce can provide value to sales teams.
Navigate Trailhead, the official learning platform of Salesforce.
Demonstrate a working knowledge of the basics of the Salesforce Sales Cloud.
Skills you'll gain
Tools you'll learn
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- Earn a shareable career certificate from Salesforce

There are 4 modules in this course
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Reviewed on Dec 17, 2022
Awesome introduction to CRM and sales! Not exactly what I imagined this course would cover but not in a negative way. Thanks!
Reviewed on Feb 9, 2022
I enjoyed the experiential learnign that took place in Week 4. It solidified the ideas and material from the other weeks.
Reviewed on Aug 24, 2025
Useful introductory course to the world of Salesforce and CRM in general. The connection with the Trailhead is especially helpful to delve more into hands-on experiences.

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