Reports, Dashboards, and Customer Success in Salesforce
Completed by Amanda Putnam
October 30, 2025
28 hours (approximately)
Amanda Putnam's account is verified. Coursera certifies their successful completion of Reports, Dashboards, and Customer Success in Salesforce
What you will learn
Understand and properly perform service/support agent processes using the Salesforce Case Management and Knowledge features in the Service Cloud.
Identify the value of using the Sales Cloud to create reports to track, improve, and forecast various aspects of the sales process.
Build reports, charts and dashboards to communicate relevant information about sales performance to stakeholders and executives.
Skills you will gain
- Category: Salesforce
- Category: Data-Driven Decision-Making
- Category: Customer Success Management
- Category: Performance Reporting
- Category: Customer Relationship Management (CRM) Software
- Category: Sales Operations
- Category: Service Management
- Category: Data Visualization
- Category: Inside Sales
- Category: Customer Service
- Category: Dashboard
- Category: Data Storytelling
