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Reports, Dashboards, and Customer Success in Salesforce

The fourth course in the Salesforce Sales Operations Professional Certificate — Reports, Dashboards, and Customer Success in Salesforce — is for anyone who is curious about entry level sales roles that require foundational skills in Salesforce, the sales operations specialist role specifically, how to use tools in Salesforce to improve customer service at a business, how to leverage data in Salesforce to improve the overall performance of a sales team, and the path to becoming a Salesforce administrator. This fourth course goes into more depth on how a sales operations specialist would use Salesforce Service Cloud to support a variety of different customer service needs. You will learn the basics of effective customer support, and you will leverage a variety of new tools available in the Salesforce Service Cloud to effectively manage customer relationships. This course also goes into more depth on how a sales ops specialist would use Salesforce Reports and Dashboards to support a variety of needs from a sales team manager to track, improve, and forecast the overall performance of a sales team. You will learn how to use filters to produce custom reports in Salesforce, and then discover how to visualize that data effectively through the use of charts and dashboards.  For this course, it is recommended (but not required) that you have some background knowledge of sales and CRM, as well as an understanding of the basics of Salesforce platform navigation. If you're a total beginner with these concepts, you can still be successful in this course — however, it might require some additional work on your part. By enrolling in this course, you are taking the next step to kickstarting your career in Salesforce. Congratulations on continuing this exciting journey!

状态:Performance Reporting
状态:Customer Support
初级课程小时

精选评论

AK

5.0评论日期:Mar 9, 2023

This is an interesting course, my favorite part is Dashboard, it helps in visualizing your data at a glance. I love it! Thank you Coursera.

JO

5.0评论日期:Jun 4, 2022

Amazing, proud and happy for the new skilss I've gained, looking forward to utilizing them.

EA

5.0评论日期:Jul 10, 2025

thank you all team for great coerces from Pathstream

DR

4.0评论日期:Dec 1, 2021

The course is very detailed, concise explanation and have the quality material.

YK

5.0评论日期:Jun 5, 2025

One of the best learning experiences you can ever have with Salesforce. Thank you, Pathstream!

DP

5.0评论日期:Jul 22, 2021

nice course! indeed, it fully covers the Dashboards and report on SF, using the Trailhead SF training

JG

5.0评论日期:Jun 26, 2024

Absolutely loved the "tell me, show me, now you do it" flow of this class

KP

4.0评论日期:May 23, 2024

I learned way more about Salesforce than I initially expected!

NT

5.0评论日期:Oct 4, 2021

The most abstract portion of the certificate so far, but the delivery made all the difference.

FF

5.0评论日期:May 23, 2025

Great course and cool team! Thank you all so much!

MO

5.0评论日期:Sep 21, 2022

v​ery informative and loaded with great materials. You learn alot and get a good understanding of tools within salesforce.

SM

5.0评论日期:Apr 27, 2024

This course turned out to be very relevant and immensely helpful in my day-to-day work life. Very grateful to the publishers and the tutors. Thanks!

所有审阅

显示:20/55

Will Thompson
5.0
评论日期:Jun 23, 2021
Sławomir Kwaśny
1.0
评论日期:Jul 24, 2023
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5.0
评论日期:Mar 9, 2023
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5.0
评论日期:Jul 22, 2021
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4.0
评论日期:May 6, 2022
Sourabh Nandi
5.0
评论日期:Jun 25, 2023
Nwaulu, Benjamin Nwokeoma
5.0
评论日期:Aug 28, 2021
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5.0
评论日期:Oct 5, 2021
Philip Lewis
5.0
评论日期:Jan 26, 2022
Leslie Cassell
3.0
评论日期:Aug 15, 2023
Jon Fajardo
1.0
评论日期:Nov 7, 2024
Abdullah Ejaz
5.0
评论日期:Nov 27, 2024
Manuel Cisneros
5.0
评论日期:Jan 7, 2023
Shubham Mathur
5.0
评论日期:Apr 28, 2024
Edgar Alberto Ruiz Romero
5.0
评论日期:Nov 23, 2024
Megan Elizabeth Olson
5.0
评论日期:Sep 22, 2022
Y K
5.0
评论日期:Jun 6, 2025
Joshua Omiye
5.0
评论日期:Jun 5, 2022
Luis Castellanos
5.0
评论日期:Feb 3, 2022
Eleonora Ragni
5.0
评论日期:May 20, 2025