Reports, Dashboards, and Customer Success in Salesforce
Completed by Linda Kurtz
March 16, 2024
28 hours (approximately)
Linda Kurtz'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: Customer Relationship Management
- Category: Service Management
- Category: Business Reporting
- Category: Sales Management
- Category: Customer Service
- Category: Dashboard
- Category: Data Storytelling
- Category: Customer and Client Support
- Category: Data Visualization
- Category: Customer Success Management
- Category: Performance Reporting
- Category: Data-Driven Decision-Making
