Reports, Dashboards, and Customer Success in Salesforce
Completed by Evan Gewirtz
January 26, 2026
28 hours (approximately)
Evan Gewirtz'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: Customer Relationship Management
- Category: Service Management
- Category: Data-Driven Decision-Making
- Category: Sales Management
- Category: Performance Reporting
- Category: Business Reporting
- Category: Sales Support
- Category: Customer Support
