Reports, Dashboards, and Customer Success in Salesforce
Completed by HAOSEN CAI
May 17, 2024
28 hours (approximately)
HAOSEN CAI'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: Customer Support
- Category: Inside Sales
- Category: Sales Operations
- Category: Data-Driven Decision-Making
- Category: Customer Relationship Management (CRM) Software
- Category: Customer Success Management
- Category: Salesforce
- Category: Customer Service
- Category: Dashboard
- Category: Data Storytelling
- Category: Sales Support
- Category: Data Visualization
