Reports, Dashboards, and Customer Success in Salesforce
Completed by Marcia Dansby
July 28, 2025
28 hours (approximately)
Marcia Dansby'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: Salesforce
- Category: Data-Driven Decision-Making
- Category: Data Visualization
- Category: Customer Service
- Category: Customer and Client Support
- Category: Dashboard
- Category: Sales Operations
- Category: Business Reporting
- Category: Service Management
- Category: Customer Relationship Management (CRM) Software
- Category: Customer Relationship Management
- Category: Sales Support
