返回到 Lead Management in Salesforce
Salesforce

Lead Management in Salesforce

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!

状态:Sales Pipelines
状态:Data Entry
初级课程小时

精选评论

FI

5.0评论日期: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

NQ

5.0评论日期: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

AA

5.0评论日期:Apr 27, 2023

I loved this course. Pathstream did a great job organizing the material and making it fun to learn.

TR

5.0评论日期:Aug 8, 2024

The coursework is well organized and offers video, reading information, and hands-on work. I like that combination to help me practice the skills because that's how I learn best!

SI

5.0评论日期:Jul 25, 2025

Love the course, if you want to upgrade your sales knowledge and skill, it's a highly recommended course. I have learnt a lot

KB

5.0评论日期:Sep 27, 2021

Really interesting course. I am glad I decided to learn Salesforce by using this course. Thanks

AA

5.0评论日期:Apr 7, 2022

Instructions were clear and creating a portfolio is really a briliiant idea to present your skills and what you've learned. I highly recommend especially to marketing professionals.

RV

5.0评论日期:Dec 14, 2024

This course is a treat for the people who wanted to learn the fundamentals of Salesforce CRM and Lead Mangement in Salesforce.

SJ

5.0评论日期:Apr 1, 2023

the course is well taught with relatable examples. The course materials are also great. I highly recommend this course for anyone who is interested in taking it.

DE

4.0评论日期:Dec 23, 2022

I liked this course. It taught a lot of functions in SalesForce that would be valuable for this position. A few hiccups with outdated functions, such as notes, but other than that, great!

OA

5.0评论日期:May 27, 2022

Excellent course content! I particularly appreciate the practicality of the independent projects.

GG

5.0评论日期:Feb 9, 2024

Great for beginners. The hands-on projects are the best way to learn by doing. I love this approach.

所有审阅

显示:20/81

Ben Anderson
5.0
评论日期:Aug 4, 2022
Nasreen Quadir
5.0
评论日期:Jul 14, 2021
Mr. Ayodele Aanuoluwapo
5.0
评论日期:Jul 20, 2023
Lee Pui Koon
1.0
评论日期:Apr 30, 2022
Michelle Palmer
5.0
评论日期:Jul 15, 2021
Abdullah Ejaz
5.0
评论日期:Nov 27, 2024
Ferdinand Eheje Ibojie
5.0
评论日期:Feb 23, 2022
Angela Afable
5.0
评论日期:Apr 8, 2022
Tammy Rivera
5.0
评论日期:Aug 9, 2024
Tien Phan
5.0
评论日期:Jan 7, 2024
Stessy Jonathan
5.0
评论日期:Apr 2, 2023
Igor César Alves
5.0
评论日期:Sep 1, 2023
Manuel Cisneros
5.0
评论日期:Jan 7, 2023
Rubelyn Escobiñas
5.0
评论日期:Dec 30, 2022
raghulvenkat venkat
5.0
评论日期:Dec 15, 2024
Sidra Irfan
5.0
评论日期:Jul 25, 2025
Kalyani Gopal
5.0
评论日期:Mar 7, 2024
Santosh Sukumaran
5.0
评论日期:Oct 27, 2023
Padmaja D
5.0
评论日期:Aug 22, 2024
delbec NYC
5.0
评论日期:Oct 22, 2022