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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: B2B Sales
Status: Salesforce
BeginnerCourse21 hours

Featured reviews

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

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!

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.

RV

5.0Reviewed Jul 19, 2023

Except the badge verification issue, The course is great to peruse. Welle explained modules and a great real-time tool experience on Salesforce.

EA

5.0Reviewed Mar 7, 2023

This course provokes thoughts and critical thinking in Customer Relationship Management using Salesforce - sales and service cloud (Software as a Service).

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.

TP

5.0Reviewed Dec 20, 2023

This course is very valuable to start with Salesforce. It also provides the foundational of sales like procedures in sales, some terms. Believe me, you should choose this course for your next career.

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.

GF

4.0Reviewed Aug 25, 2025

Useful introductory course to the world of Salesforce and CRM in general. The connection with the Trailhead is especially helpful to delve more into hands-on experiences.

FA

5.0Reviewed Sep 7, 2024

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

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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Reviewed Jul 28, 2025