Reports, Dashboards, and Customer Success in Salesforce
Completed by shengyong shen
May 4, 2024
28 hours (approximately)
shengyong shen'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: Data Visualization
- Category: Customer Service
- Category: Dashboard
- Category: Data Storytelling
- Category: Customer Relationship Management (CRM) Software
- Category: Customer Success Management
- Category: Sales Support
- Category: Customer Support
- Category: Sales Operations
- Category: Customer and Client Support
- Category: Inside Sales
- Category: Salesforce
