Coursera Plus Annual is 40% Off — Ends July 13.

Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

LinkedIn Learning

Salesforce for Sales Managers

via LinkedIn Learning

Write review
DataCamp Ad

PowerBI Data Analyst - Create visualizations and dashboards from scratch

Learn More → Coursera Ad

Learn AI, Data Science & Business — Earn Certificates That Get You Hired

Learn More →

Overview

Google, IBM & Meta Certificates – 40% Off
One plan covers every Professional Certificate on Coursera.
Unlock All Certificates
Start leveraging Salesforce like a power user. Learn how to manage teams inside of Salesforce and learn how to work with pricing, products, leads, and reports.

Syllabus

Introduction
  • Welcome
  • What to know before watching this course
  • The importance of rules and quality data
1. Lead and Opportunity Management
  • Understand the leads lifecycle
  • How to view and assign leads
  • The importance of tracking
  • View team leads and opportunities
  • Transfer leads and opportunities
2. Reporting
  • Create basic sales reports
  • Create reports by salesperson
  • Create reports by teams
  • Create a goals-based dashboard
  • View your sales pipeline with dashboards
3. Products and Price Books
  • How products and price books are used in Salesforce
  • How to set up a price book
  • How to set up a product
4. Forecasting
  • How are forecasts used?
  • View and adjust forecasts
  • View quotas in forecasts
Conclusion
  • Next steps

Taught by

Christine Volden

Reviews

4.7 rating at LinkedIn Learning based on 547 ratings

Start your review of Salesforce for Sales Managers

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Sign up for free
Someone learning on their laptop while sitting on the floor.