Reports, Dashboards, and Customer Success in Salesforce
Completed by Mikhail Karasev
February 12, 2025
28 hours (approximately)
Mikhail Karasev'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 Storytelling
- Category: Customer Relationship Management (CRM) Software
- Category: Performance Reporting
- Category: Business Reporting
- Category: Customer and Client Support
- Category: Customer Relationship Management
- Category: Customer Support
- Category: Sales Operations
- Category: Inside Sales
- Category: Customer Success Management
- Category: Data Visualization
- Category: Customer Service
