Reports, Dashboards, and Customer Success in Salesforce
Completed by Christine Smith
May 23, 2024
28 hours (approximately)
Christine Smith'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: Inside Sales
- Category: Data-Driven Decision-Making
- Category: Data Storytelling
- Category: Customer and Client Support
- Category: Performance Reporting
- Category: Customer Support
- Category: Service Management
- Category: Dashboard
- Category: Customer Relationship Management
- Category: Sales Operations
- Category: Sales Support
