Reports, Dashboards, and Customer Success in Salesforce
Completed by Swati Soni
March 26, 2026
28 hours (approximately)
Swati Soni'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: Sales Operations
- Category: Customer Relationship Management (CRM) Software
- Category: Inside Sales
- Category: Data Visualization
- Category: Sales Management
- Category: Customer Relationship Management
- Category: Service Management
- Category: Business Reporting
- Category: Sales Support
- Category: Customer Support
- Category: Customer Success Management
- Category: Salesforce
