Salesforce
Reports, Dashboards, and Customer Success in Salesforce
Salesforce

Reports, Dashboards, and Customer Success in Salesforce

This course is part of Salesforce Sales Operations Professional Certificate

Taught in English

Some content may not be translated

Angela Prakash
Anthony Jones

Instructors: Angela Prakash

14,839 already enrolled

Included with Coursera Plus

Course

Gain insight into a topic and learn the fundamentals

4.6

(151 reviews)

|

96%

Beginner level

Recommended experience

30 hours (approximately)
Flexible schedule
Learn at your own pace

What you'll 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.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

14 quizzes

Course

Gain insight into a topic and learn the fundamentals

4.6

(151 reviews)

|

96%

Beginner level

Recommended experience

30 hours (approximately)
Flexible schedule
Learn at your own pace

See how employees at top companies are mastering in-demand skills

Placeholder

Build your Business Essentials expertise

This course is part of the Salesforce Sales Operations Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate from Salesforce
Placeholder
Placeholder

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV

Share it on social media and in your performance review

Placeholder

There are 4 modules in this course

Welcome to the first week of Reports, Dashboards, and Customer Success in Salesforce, the fourth and final course in the Salesforce Sales Operations Professional Certificate! This week, you'll learn about the final stage of the sales process: Customer Success. You’ll also learn more about the customer success manager (or CSM) role, how you can support that role as a sales ops specialist, and you'll dive into the Service Cloud to fully understand what tools are available to you to make sure that a CSM is doing their job as efficiently and effectively as possible.

What's included

5 videos14 readings3 quizzes2 discussion prompts

Welcome to the second week of Reports, Dashboards, and Customer Success in Salesforce! This week, you are going to go even deeper into the Service Cloud and work hands on with customer success tools in Salesforce through the Guided Project experience. In these Guided Projects, you will learn how you can leverage Salesforce to empower CSMs to do their jobs as effectively and efficiently as possible by working with cases and exploring other features like Knowledge and the Service Console. At the end of this week, you will also tackle your first independent project in this course, which will give you an opportunity to explore a business use case in Salesforce, hands on. By completing this project, you will be able to create a valuable portfolio piece and work sample that you can use during your future job search.

What's included

1 video12 readings3 quizzes2 app items1 discussion prompt

Welcome to the third week of Reports, Dashboards, and Customer Success in Salesforce! This week, you are going to dive into a new role — the sales manager and learn how to best support the different needs of that role by leveraging Salesforce data in the form of reports. Knowing how to parse through Salesforce data, understand what’s most important, and use that targeted data to solve specific business problems is an incredibly valuable skill to have. There are many reasons why it’s valuable to leverage Salesforce data to solve real world problems, some of which include the ability to track, improve, and forecast the performance of a sales team in order to make sure that the team is hitting its goals — which you’ll learn more about this week!

What's included

4 videos12 readings5 quizzes1 discussion prompt

Welcome to Week 4, the final week of Reports, Dashboards, and Customer Success in Salesforce! This week, you'll learn how to create visualizations of the data in your Salesforce reports using report charts and dashboards. Creating these visualizations for sales managers, and other sales team members, can be an incredibly effective way to highlight key metrics so that sales teams can make informed, data-driven decisions on the job — helping them achieve their collective goals and hit their target sales revenue. At the end of this week, you will also tackle your final independent project in this course, which will give you an opportunity to explore a business use case in Salesforce, hands on. By completing this project, you will be able to create a valuable portfolio piece and work sample that you can use during your future job search.

What's included

3 videos15 readings3 quizzes2 app items2 discussion prompts

Instructors

Instructor ratings
4.7 (44 ratings)
Angela Prakash
Pathstream
8 Courses66,588 learners

Offered by

Salesforce
Pathstream

Recommended if you're interested in Business Essentials

Why people choose Coursera for their career

Felipe M.
Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
Jennifer J.
Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
Larry W.
Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
Chaitanya A.
"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Learner reviews

Showing 3 of 151

4.6

151 reviews

  • 5 stars

    80.39%

  • 4 stars

    13.72%

  • 3 stars

    1.30%

  • 2 stars

    0%

  • 1 star

    4.57%

AK
5

Reviewed on Mar 9, 2023

MO
5

Reviewed on Sep 21, 2022

DR
4

Reviewed on Dec 1, 2021

New to Business Essentials? Start here.

Placeholder

Open new doors with Coursera Plus

Unlimited access to 7,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription

Advance your career with an online degree

Earn a degree from world-class universities - 100% online

Join over 3,400 global companies that choose Coursera for Business

Upskill your employees to excel in the digital economy

Frequently asked questions