Reports, Dashboards, and Customer Success in Salesforce
Completed by BRITTANY JENNIFER OEI
May 28, 2025
28 hours (approximately)
BRITTANY JENNIFER OEI'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: Client Support
- Category: Salesforce
- Category: Dashboard
- Category: Customer Service
- Category: Customer Relationship Management (CRM) Software
- Category: Customer Success Management
- Category: Sales Operations
- Category: Sales Support
- Category: Customer Support
- Category: Data Visualization
- Category: Customer and Client Support
- Category: Customer Relationship Management
