Reports, Dashboards, and Customer Success in Salesforce
Completed by Sarah Taylor Preston
November 24, 2025
28 hours (approximately)
Sarah Taylor Preston'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 Relationship Management (CRM) Software
- Category: Customer Service
- Category: Customer Success Management
- Category: Sales Operations
- Category: Data Visualization
- Category: Business Reporting
- Category: Data-Driven Decision-Making
- Category: Customer Relationship Management
- Category: Customer and Client Support
- Category: Inside Sales
- Category: Service Management
- Category: Sales Support
