Reports, Dashboards, and Customer Success in Salesforce
Completed by Steve Keith
November 12, 2025
28 hours (approximately)
Steve Keith'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: Sales Management
- Category: Customer Relationship Management
- Category: Service Management
- Category: Business Reporting
- Category: Inside Sales
- Category: Dashboard
- Category: Customer and Client Support
- Category: Customer Service
- Category: Data Storytelling
- Category: Sales Operations
- Category: Data Visualization
- Category: Customer Success Management
