- Sales Strategy
- Sales Process
- Customer Relationship Management (CRM) Software
- Dashboard
- Business Reporting
- Data-Driven Decision-Making
- Customer Support
- Sales Management
- Sales Operations
- Customer Success Management
- Customer Service
- Salesforce
Reports, Dashboards, and Customer Success in Salesforce
Completed by Allison Brant
March 13, 2024
28 hours (approximately)
Allison Brant'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
