Reports, Dashboards, and Customer Success in Salesforce
Completed by Elizabeth Cohen
August 1, 2024
28 hours (approximately)
Elizabeth Cohen'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: Inside Sales
- Category: Salesforce
- Category: Customer Relationship Management (CRM) Software
- Category: Customer Success Management
- Category: Sales Operations
- Category: Customer and Client Support
- Category: Data Visualization
- Category: Business Reporting
- Category: Sales Support
- Category: Customer Support
- Category: Dashboard
- Category: Data Storytelling
