Reports, Dashboards, and Customer Success in Salesforce
Completed by Colleen Shannon Lehane
October 9, 2025
28 hours (approximately)
Colleen Shannon Lehane'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: Inside Sales
- Category: Customer Support
- Category: Sales Operations
- Category: Customer Relationship Management (CRM) Software
- Category: Customer Success Management
- Category: Data Visualization
- Category: Customer and Client Support
- Category: Salesforce
- Category: Sales Support
- Category: Data-Driven Decision-Making
- Category: Dashboard
- Category: Customer Service
