Reports, Dashboards, and Customer Success in Salesforce
Completed by Antonio José Lattanzio
September 9, 2024
28 hours (approximately)
Antonio José Lattanzio'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: Customer and Client Support
- Category: Data Visualization
- Category: Customer Service
- Category: Dashboard
- Category: Data-Driven Decision-Making
- Category: Performance Reporting
- Category: Sales Support
- Category: Customer Support
- Category: Sales Operations
- Category: Customer Success Management
- Category: Customer Relationship Management (CRM) Software
- Category: Customer Relationship Management
