Reports, Dashboards, and Customer Success in Salesforce
Completed by Juan Francisco Fernández Izquierdo
January 5, 2025
28 hours (approximately)
Juan Francisco Fernández Izquierdo'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: Performance Reporting
- Category: Data-Driven Decision-Making
- Category: Sales Operations
- Category: Salesforce
- Category: Inside Sales
- Category: Sales Support
- Category: Customer Support
- Category: Customer Success Management
- Category: Customer Relationship Management (CRM) Software
- Category: Sales Management
- Category: Customer Relationship Management
- Category: Service Management
