Reports, Dashboards, and Customer Success in Salesforce
Completed by Christopher Lee Bradford
January 19, 2024
28 hours (approximately)
Christopher Lee Bradford'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 Relationship Management
- Category: Service Management
- Category: Performance Reporting
- Category: Customer Relationship Management (CRM) Software
- Category: Customer Service
- Category: Customer Success Management
- Category: Inside Sales
- Category: Business Reporting
- Category: Sales Support
- Category: Sales Operations
