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: Order Entry
Order Entry
Status: Sales Enablement
Sales Enablement
Beginner·Course·26 hours
Featured reviews
5.0
·Reviewed Jul 14, 2022
great course to trake you step by step in using salesforce for sdtages inopportunities closing and settin up product and pricebook
5.0
·Reviewed Dec 15, 2025
Clear and simple content, not only for newbies but also to review core concepts and ideas
5.0
·Reviewed Jun 20, 2023
Exceptionally good training. Very much hands-on practical sessions. It was worth it
5.0
·Reviewed Sep 20, 2021
This was an amazing course with detailed tutorials and highly recommended
5.0
·Reviewed Dec 28, 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.
5.0
·Reviewed Jul 3, 2022
Nice course for beginners who had never worked on the Salesforce platform.
5.0
·Reviewed Aug 27, 2024
Ultimate course to learn the concepts of Opportunity Management
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M
Margaret
5.0
·Reviewed Aug 2, 2021
The course outlines are easy to understand, the instructor for the guided projects is very detailed. I took a lot of valuable lessons here which will help me as a sales ops specialist leverage the tools in Salesforce to support my team.
R
Roaa
2.0
·Reviewed May 31, 2023
It took me over 3 months to verify one badge after I had completed the whole course and it was the first badge to complete the profile, over three months of going back and forth and emails back and forth and it was an absolutely terrible experience which lead me to unsubscribe from coursera. salesforce or trailblaze service was herendous and they keep repeating the same things which i did more times than i care to count and even with proof and screenshots i felt like i was a criminal. Coursera customer service was amazing and without them i would have never finished this course. Keep in mind i finished the entire coursera in one month and every other badge, it was the only first badge that could not be verified for over 3 months and I am not the only one who faced this issue, so this leads to the question why has it not been solved????
D
Danny
2.0
·Reviewed Dec 8, 2022
The courses in this specialization involved far too much reading and far too little practical application. Having to read tedious articles on Trailhead would often take over an hour to complete with little to no activities to go with them.
Everything covered in these four courses could've been done in two hours of videos and 15-20 meaningful hands-on activities.
A
Abdullah
5.0
·Reviewed Nov 27, 2024
I enjoyed the course content and the course labs. I encourage beginners who want to learn CRM to take this course. This course aligned with my learning style of reading from short paragraphs and skimming out the important details. The graded quizzes have unlimited attempts and they actually test all your conceptual knowledge of the readings, videos, and the lab content.
D
Dalton
5.0
·Reviewed 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.
A
Abdulwahed
5.0
·Reviewed Jul 14, 2022
great course to trake you step by step in using salesforce for sdtages inopportunities closing and settin up product and pricebook
A
Alvaro
5.0
·Reviewed Dec 16, 2025
Clear and simple content, not only for newbies but also to review core concepts and ideas
M
Martin
5.0
·Reviewed Jun 20, 2023
Exceptionally good training. Very much hands-on practical sessions. It was worth it
A
Ajinkya
5.0
·Reviewed Jul 4, 2022
Nice course for beginners who had never worked on the Salesforce platform.
G
Gokul
5.0
·Reviewed Sep 21, 2021
This was an amazing course with detailed tutorials and highly recommended
P
Padmaja
5.0
·Reviewed Aug 28, 2024
Ultimate course to learn the concepts of Opportunity Management