Reports, Dashboards, and Customer Success in Salesforce
Completed by Montserrat McCann
February 26, 2024
28 hours (approximately)
Montserrat McCann'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: Salesforce
- Category: Customer Relationship Management (CRM) Software
- Category: Customer Success Management
- Category: Sales Operations
- Category: Inside Sales
- Category: Business Reporting
- Category: Sales Support
- Category: Customer Support
- Category: Dashboard
- Category: Data Storytelling
- Category: Customer Service
- Category: Customer Relationship Management
