Back to Opportunity Management in Salesforce
Salesforce

Opportunity Management in Salesforce

The third course in the Salesforce Sales Operations Professional Certificate, Opportunity 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 opportunities and close sales deals in a real world business setting. This third course will give you a foundational understanding of how to help sales teams optimize the opportunity management process. Specifically, this course shows how a sales operations specialist would support account executives and empower them to progress opportunities through a sales pipeline and close sales deals as effectively and efficiently as possible. This will require the use of new tools in Salesforce, including products, price books, quotes, contracts, and orders. Learning how to leverage these aspect of Salesforce 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!

Status: Closing (Sales)
Status: Salesforce
BeginnerCourse26 hours

Featured reviews

DE

5.0Reviewed Dec 29, 2022

Was very helpful in showing me how to build contracts and certain objects that an AE would need. Trialhead had some interesting issues when trying to do the challenges though.

GP

5.0Reviewed Sep 21, 2021

This was an amazing course with detailed tutorials and highly recommended

AH

5.0Reviewed Jul 15, 2022

g​reat course to trake you step by step in using salesforce for sdtages inopportunities closing and settin up product and pricebook

PD

5.0Reviewed Aug 28, 2024

Ultimate course to learn the concepts of Opportunity Management

AL

5.0Reviewed Dec 16, 2025

Clear and simple content, not only for newbies but also to review core concepts and ideas

MK

5.0Reviewed Jun 21, 2023

Exceptionally good training. Very much hands-on practical sessions. It was worth it

AM

5.0Reviewed Jul 4, 2022

Nice course for beginners who had never worked on the Salesforce platform.

All reviews

Showing: 20 of 41

Margaret Ikuru
5.0
Reviewed Aug 3, 2021
Roaa F
2.0
Reviewed Jun 1, 2023
Danny Crescenti
2.0
Reviewed Dec 9, 2022
Abdullah Ejaz
5.0
Reviewed Nov 28, 2024
Dalton Evans
5.0
Reviewed Dec 30, 2022
Abdulwahed Hassan
5.0
Reviewed Jul 15, 2022
Alvaro Lozoya
5.0
Reviewed Dec 17, 2025
Martin Batsa Korley
5.0
Reviewed Jun 21, 2023
Ajinkya Murtey
5.0
Reviewed Jul 5, 2022
Gokul Pradeep
5.0
Reviewed Sep 21, 2021
Padmaja D
5.0
Reviewed Aug 28, 2024
Nwaulul, Benjamin Nwokeoma
5.0
Reviewed Aug 21, 2021
Noel Thomas
5.0
Reviewed Oct 4, 2021
naveen aripaka
5.0
Reviewed Feb 17, 2023
Charles A h
5.0
Reviewed Sep 19, 2023
Atif Rafiq
5.0
Reviewed Sep 11, 2022
Warren Yanicelly Benavides
5.0
Reviewed Apr 12, 2024
Olympia Lambert
5.0
Reviewed Jun 12, 2024
Kullapat Dennis
5.0
Reviewed Aug 17, 2024
Subhadeep Sen
5.0
Reviewed Jun 27, 2024