Reports, Dashboards, and Customer Success in Salesforce
Completed by William Louis Patzoldt
December 9, 2025
28 hours (approximately)
William Louis Patzoldt'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: Dashboard
- Category: Data Storytelling
- Category: Customer Service
- Category: Sales Operations
- Category: Sales Support
- Category: Customer Support
- Category: Inside Sales
- Category: Customer Success Management
- Category: Data-Driven Decision-Making
- Category: Performance Reporting
- Category: Data Visualization
