The fourth course in the Salesforce Sales Operations Professional Certificate — Reports, Dashboards, and Customer Success in Salesforce — is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, how to use tools in Salesforce to improve customer service at a business, how to leverage data in Salesforce to improve the overall performance of a sales team, and the path to becoming a Salesforce administrator.
This course is part of the Salesforce Sales Operations Professional Certificate
Offered By
About this Course
It is recommended that you have some background knowledge of sales and CRM, and an understanding of the basics of Salesforce platform navigation.
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
- Reports and Dashboards
- CRM
- Sales Operations
- Customer Success
- Salesforce
It is recommended that you have some background knowledge of sales and CRM, and an understanding of the basics of Salesforce platform navigation.
Offered by
Syllabus - What you will learn from this course
Supporting Customer Success Managers
Service Cases in Salesforce
Supporting Sales Managers with Reports
Charts and Dashboards
Reviews
- 5 stars82.88%
- 4 stars13.51%
- 1 star3.60%
TOP REVIEWS FROM REPORTS, DASHBOARDS, AND CUSTOMER SUCCESS IN SALESFORCE
Amazing, proud and happy for the new skilss I've gained, looking forward to utilizing them.
The most abstract portion of the certificate so far, but the delivery made all the difference.
very informative and loaded with great materials. You learn alot and get a good understanding of tools within salesforce.
This is an interesting course, my favorite part is Dashboard, it helps in visualizing your data at a glance. I love it! Thank you Coursera.
About the Salesforce Sales Operations Professional Certificate

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