Reports, Dashboards, and Customer Success in Salesforce
Completed by Cendy Abiero
December 29, 2022
28 hours (approximately)
Cendy Abiero'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 Service
- Category: Dashboard
- Category: Sales Operations
- Category: Customer Relationship Management (CRM) Software
- Category: Customer Success Management
- Category: Sales Support
- Category: Customer Support
- Category: Customer and Client Support
- Category: Client Support
- Category: Salesforce
- Category: Customer Relationship Management
- Category: Business Reporting
