Course

Credit Type:
Course
ACE ID:
PATH-0022
Version:
2
Organization:
Pathstream
Location:
Online
Length:
3 months (approximately 10 hours per week)
Minimum Passing Score:
80
ACE Credit Recommendation Period:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Lower-Division Baccalaureate 1 Selling Fundamentals
Description

Objective:

This course is offered through Coursera, which is an ACE Authorized Instructional Platform.

The course objective is for learners to work hands-on in Salesforce to solve real world business problems for a fictional social media company. Throughout the certificate, learners will build a portfolio highlighting use cases where they leverage tools in the Salesforce Sales Cloud and Service Cloud to make the work of a sales team more efficient and effective during the sales process. Adopting the role of a sales operations specialist, learners will demonstrate how to optimize the work of marketing associates, sales development representatives, account executives, and sales managers.

Learning Outcomes:

  • Use Salesforce Sales Cloud Lightning to manage accounts, opportunities, products, quotes, and contracts
  • Build reports, charts and dashboards in Salesforce to communicate relevant information about sales performance to stakeholders and executives

General Topics:

  • CRM for the Sales Operations Specialist
  • Salesforce for Business
  • The Sales Process
  • Enhancing Sales Productivity and Converting Leads
  • Managing Leads in Salesforce
  • Managing and Qualifying Leads
  • Working with Campaigns in Salesforce
  • Salesforce Opportunities for the Sales Operations Specialist
  • Salesforce Tools for Account Executives
  • Using Products, Price Books, and Quotes in the Sales Process
  • Charts and Dashboards
  • Customer Success Managers
  • Salesforce Cases, Knowledge and the Service Console
  • Supporting Sales Managers with Reports
Instruction & Assessment

Instructional Strategies:

  • Audio Visual Materials
  • Case Studies
  • Computer Based Training
  • Project-based Instruction

Methods of Assessment:

  • Other
  • Quizzes
  • Peer review graded projects with rubric
Supplemental Materials
Equivalencies