Reports, Dashboards, and Customer Success in Salesforce
Completed by ANDREA LORENZO OLIVA
March 10, 2022
28 hours (approximately)
ANDREA LORENZO OLIVA'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: Customer Success Management
- Category: Customer and Client Support
- Category: Service Management
- Category: Performance Reporting
- Category: Dashboard
- Category: Sales Management
- Category: Customer Relationship Management
- Category: Customer Relationship Management (CRM) Software
- Category: Inside Sales
- Category: Data Storytelling
- Category: Business Reporting
- Category: Data Visualization
