Reports, Dashboards, and Customer Success in Salesforce
Completed by Naina Sehgal
January 16, 2025
28 hours (approximately)
Naina Sehgal'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: Dashboard
- Category: Data Storytelling
- Category: Customer Service
- Category: Inside Sales
- Category: Salesforce
- Category: Sales Operations
- Category: Customer Relationship Management (CRM) Software
- Category: Customer Success Management
- Category: Data-Driven Decision-Making
- Category: Sales Management
- Category: Performance Reporting
- Category: Customer Relationship Management
