Reports, Dashboards, and Customer Success in Salesforce
Completed by DAVID ALLEN ELLINGSON
September 8, 2025
28 hours (approximately)
DAVID ALLEN ELLINGSON'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: Data-Driven Decision-Making
- Category: Inside Sales
- Category: Customer Relationship Management
- Category: Sales Support
- Category: Service Management
- Category: Customer Success Management
- Category: Business Reporting
- Category: Dashboard
- Category: Salesforce
- Category: Customer Relationship Management (CRM) Software
- Category: Customer and Client Support
- Category: Customer Support
