Harvard University · edX
Exercising Leadership: Foundational Principles
4.71,590 ratingsMobilize people to tackle tough problems and build the capacity to thrive through the dangers of change
Overview
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.
This course is designed for beginners. No previous experience in Salesforce, sales, or CRM is necessary to be successful. In this course, you will be introduced to essential concepts like the fundamentals of the sales process. You'll also learn about what Customer Relationship Management (CRM) systems are and what they are used for, you'll dive into Salesforce's main products and their use cases, and you will gain a working knowledge of the key functionalities of the Salesforce Sales Cloud that help support a business’s growth.
This course is the first step in your learning journey with Salesforce. It will provide you with the foundation you need to go into depth with more advanced Salesforce tools taught later in the certificate, and ultimately launch your new career. Please note that if you already have background knowledge in sales and CRM, or if you want to dive immediately into content that goes into more depth with Salesforce, it is recommended that you start with Course 2 in this certificate: Lead Management in Salesforce.
Syllabus 4
- Salesforce for Business 7 hours
Welcome to Sales and CRM Overview, the first course of the Salesforce Sales Operations Professional Certificate! By enrolling in this course, you are taking the first step to kickstarting your career in Salesforce. In the first week of the course, you'll learn more about what Customer Relationship…
- The Sales Process 4.5 hours
Welcome to the second week of Sales and CRM Overview! This week is all about sales and the sales process. By the end of this week, you will be able to distinguish between two major types of sales: B2C and B2B, identify each step of the sales process and explain their importance, explain how the sal…
- Data that Matters in CRM 4 hours
Welcome to the third week of Sales and CRM Overview! This week is all about Data that matters in CRM. By the end of this week, you will be able to describe the function of a database in the context of CRM, discuss the importance of tracking data and data hygiene in CRM, identify the benefits and ch…
- The Sales Cloud 6 hours
Welcome to Week 4 — the final week of Sales and CRM Overview! You’ve done a great job making it this far, so first of all, take a moment to appreciate your effort. But there’s still work to be done so let’s stay focused and make sure we finish strong. This week you will have the chance to enter Tra…
Skills you'll practise
Advantages and disadvantages
Advantages
- Structured courses with graded quizzes, assignments and deadlines you can reset.
- A shareable certificate from the university or company when you pay.
- Financial aid is often approved for students in India (apply 15 days before you need it).
- Rated 4.6 out of 5 by 1,666 learners.
- Self-paced: start any time.
- A clear syllabus (4 parts) you can see before you start.
Disadvantages
- Paid after a 7-day free trial (Coursera Plus or per course).
- Some courses can be audited for free, but graded work and certificates need payment.
Some points apply to every course of this kind; see how we rank.
This course is paid. Here is how to take it for free
- Free trials: You can start a 7-day free trial for many individual courses, Specializations, or a Coursera Plus subscription to test full course features. Cancel before the seventh day if you do not want to be charged.
- Financial aid: If you cannot afford the fee for a certificate, you can apply for financial aid through the link on the course home page by filling out an application about your background and goals.
Taught by
- TrailheadOnline Learning Platform, Salesforce
- Angela PrakashLearning Experience Design Manager
- Anthony JonesLearning Experience Design Manager
Salesforce is in Tier 3: good universities, respected companies, nonprofits and well-known teachers of our institution ranking (78/100).
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