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Learner Reviews & Feedback for Reports, Dashboards, and Customer Success in Salesforce by Salesforce

4.9
stars
15 ratings
2 reviews

About the Course

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 fourth course goes into more depth on how a sales operations specialist would use Salesforce Service Cloud to support a variety of different customer service needs. You will learn the basics of effective customer support, and you will leverage a variety of new tools available in the Salesforce Service Cloud to effectively manage customer relationships. This course also goes into more depth on how a sales ops specialist would use Salesforce Reports and Dashboards to support a variety of needs from a sales team manager to track, improve, and forecast the overall performance of a sales team. You will learn how to use filters to produce custom reports in Salesforce, and then discover how to visualize that data effectively through the use of charts and dashboards.  For this course, it is recommended (but not required) that you have some background knowledge of sales and CRM, as well as an understanding of the basics of Salesforce platform navigation. If you're a total beginner with these concepts, you can still be successful in this course — however, it might require some additional work on your part. By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. Congratulations on continuing this exciting journey!...

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1 - 2 of 2 Reviews for Reports, Dashboards, and Customer Success in Salesforce

By Will T

Jun 24, 2021

This certificate was a fantastic way to get acclimated to the fundamentals of Salesforce and CRM. The practical learning experiences in this course: guided projects, independent projects (portfolio-creation), and Salesforce Trailhead Badge completion really enhanced the learning and made it more engaging. I now have a valuable and tangible skillset to add to my repertoire as I pivot to more of a digital role that requires basic marketing and sales knowledge. Thanks!

By Daniel P

Jul 23, 2021

nice course! indeed, it fully covers the Dashboards and report on SF, using the Trailhead SF training