Reports, Dashboards, and Customer Success in Salesforce
Completed by Leland Brown
May 14, 2026
28 hours (approximately)
Leland Brown'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: Service Management
- Category: Data Visualization
- Category: Customer Relationship Management (CRM) Software
- Category: Sales Support
- Category: Customer Support
- Category: Data-Driven Decision-Making
- Category: Salesforce
- Category: Sales Management
- Category: Customer Relationship Management
- Category: Business Reporting
- Category: Inside Sales
- Category: Customer Success Management
