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Salesforce

Sales and CRM 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.

Status: Salesforce
Status: Sales
BeginnerCourse21 hours

Featured reviews

DE

5.0Reviewed Dec 18, 2022

Awesome introduction to CRM and sales! Not exactly what I imagined this course would cover but not in a negative way. Thanks!

SB

4.0Reviewed Mar 20, 2023

I loved the course, However, when it came to doing the modules in trailhead, it took almost 48 hours for coursa to recognize they were complete.. I wish that was a little easier.

JM

4.0Reviewed Aug 16, 2021

Good overview, good insight into Salesforce, Salesforce cloud and CRMs in general. Program was slow to respond to input at times.

AW

4.0Reviewed Sep 21, 2022

A​ good way to get started in understanding the culture of Salesforce, the many uses of the software, and the vernacular related to both the software and sales.

FA

5.0Reviewed Sep 7, 2024

Provides great article links and detailed analysis into the sales process with easy-to-understand references and explanations.

AJ

5.0Reviewed Oct 9, 2023

Overall I loved the course. My main issue was that I never got to verified my Trailhead badges even thought I triple checked my id and thoroughly completed all badges required.

BM

5.0Reviewed Dec 16, 2021

Great course, starts with basics of sales and finishes with intro to Salesforce and CRM, can't wait to dive deeper!

DA

5.0Reviewed Apr 18, 2024

Enjoyed this course leaning lots of new information can be a bit overwhelming, but the modules and units really help break down the subject for easier learning.

MM

5.0Reviewed Feb 10, 2022

I enjoyed the experiential learnign that took place in Week 4. It solidified the ideas and material from the other weeks.

JM

5.0Reviewed Jan 5, 2026

This course is very helpful especially for those who want to gain in demand skills. It is beginner friendly and has structured steps on how to explore and navigate the Salescloud.

AC

5.0Reviewed Sep 25, 2023

brinda buen contenido teorico, los recursos a links externos estan muy buenos y son ejemplos claros de uso de crm en empresas

HS

5.0Reviewed Sep 4, 2022

Very Interactive course, guides you at every point and thus helps in better learning experience. The assignments also help to refresh the course and also tests the application of learning to the full.

All reviews

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