Reports, Dashboards, and Customer Success in Salesforce
Completed by Bojia Yang
June 27, 2024
28 hours (approximately)
Bojia Yang'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 (CRM) Software
- Category: Customer Success Management
- Category: Sales Operations
- Category: Customer Support
- Category: Inside Sales
- Category: Customer Service
- Category: Dashboard
- Category: Data Storytelling
- Category: Performance Reporting
- Category: Service Management
- Category: Data-Driven Decision-Making
- Category: Customer Relationship Management
