Reports, Dashboards, and Customer Success in Salesforce
5.0 /5- Offered byCoursera
Reports, Dashboards, and Customer Success in Salesforce at Coursera Overview
Duration | 30 hours |
Start from | Start Now |
Total fee | Free |
Mode of learning | Online |
Difficulty level | Beginner |
Official Website | Explore Free Course  |
Credential | Certificate |
Reports, Dashboards, and Customer Success in Salesforce at Coursera Highlights
- Shareable Certificate Earn a Certificate upon completion
- 100% online Start instantly and learn at your own schedule.
- Course 4 of 4 in the Salesforce Sales Operations
- Flexible deadlines Reset deadlines in accordance to your schedule.
- Beginner Level It is recommended that you have some background knowledge of sales and CRM, and an understanding of the basics of Salesforce platform navigation.
- Approx. 30 hours to complete
- English Subtitles: English
Reports, Dashboards, and Customer Success in Salesforce at Coursera Course details
- 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!
Reports, Dashboards, and Customer Success in Salesforce at Coursera Curriculum
Supporting Customer Success Managers
Introduction to the Course
The Sales Operations Specialist Role
Salesforce Updates and Customization
Week 1 Introduction
Everyday Tasks of a Customer Success Manager
What is Pathstream?
Additional Careers in Salesforce
Reports, Dashboards, and Customer Success in Salesforce Syllabus
How to Be Successful in this Course
How to Use Discussion Forums
Get to Know Your Classmates
A Note on Using Salesforce in this Course
Create a Trailhead Account and Playground
A Note About Software Updates
Why the Service Side of Sales Matters
Customer Success Managers and the Sales Process
The Responsibilities of a Customer Success Manager
Service Cloud Overview
Begin Your Salesforce Service Cloud Journey
Week 1 Recap
CSM Responsibilties
Salesforce Service Cloud
Customer Success Managers
Service Cases in Salesforce
Week 2 Introduction
Why Service Cases Matter
Guided Project Pre-Reading
Salesforce Review
Knowledge Basics for Lightning Experience
Guided Project Pre-Reading
Salesforce Review
Working with the Service Console
Week 2 Recap
Project Summary and Requirements
Set Up Your Developer Edition Org and Connect to Trailhead
What If I Didn't Complete the Independent Project in the Previous Course?
Project Instructions
Salesforce Cases
Leveraging Knowledge and the Service Console
Salesforce Cases, Knowledge and the Service Console
Supporting Sales Managers with Reports
Week 3 Introduction
The Responsibilities of a Sales Manager
Going from Request to Report
Sales Team Members and the Sales Process: A Review
Why Utilizing Reports in Salesforce Matters
The Life of a Sales Manager
Salesforce for Sales Managers
The Value of Reports
Why Understanding Reports Matters
Report Types
Applying Filters
Selecting a Report Format
Why Practicing Strategically Matters
Building Reports in Lightning Experience
Sales Reports for Lightning Experience
Week 3 Recap
Life of a Sales Manager
Salesforce for Sales Managers
Understanding Reports
Building Reports
Supporting Sales Managers with Reports
Charts and Dashboards
Week 4 Introduction
Course and Certificate Recap
Congratulations!
Why Charts Matter
Chart Basics
Guided Project Pre-Reading
Salesforce Review
Dashboard Basics
Guided Project Pre-Reading
Salesforce Review
Create Reports and Dashboards for Sales and Marketing Managers
Week 4 Recap
Project Summary and Requirements
Project Instructions
Career Support Information
Preparing for the Job Search
Starting the Job Search
Want to Become a Salesforce Administrator?
Using Charts
Using Dashboards
Charts and Dashboards
Reports, Dashboards, and Customer Success in Salesforce at Coursera Admission Process
Important Dates
Other courses offered by Coursera
Reports, Dashboards, and Customer Success in Salesforce at Coursera Students Ratings & Reviews
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