Reports, Dashboards, and Customer Success in Salesforce
Completed by CRYSTAL WHITNEY
May 25, 2025
28 hours (approximately)
CRYSTAL WHITNEY'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 Operations
- Category: Dashboard
- Category: Customer Service
- Category: Performance Reporting
- Category: Customer and Client Support
- Category: Client Support
- Category: Sales Support
- Category: Customer Support
- Category: Customer Relationship Management (CRM) Software
- Category: Customer Success Management
- Category: Data-Driven Decision-Making
- Category: Data Visualization
