Save for later
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!
Get a Reminder
Rating | Not enough ratings |
---|---|
Length | 5 weeks |
Effort | 4 weeks of study, 6-8 hours/week |
Starts | Jun 26 (47 weeks ago) |
Cost | $49 |
From | Salesforce, Pathstream via Coursera |
Instructors | Angela Prakash, Anthony Jones |
Download Videos | On all desktop and mobile devices |
Language | English |
Subjects | Business |
Tags | Business Business Essentials Business Strategy |
Get a Reminder
Similar Courses
Careers
An overview of related careers and their average salaries in the US. Bars indicate income percentile.
Sales/ operations $40k
Sales Operations / Indirect Sales $62k
Sales Operations 1 $64k
Sales Operations Specialist, Sales Operations $69k
Sales Analyst/Sales Operations $70k
Sales Analyst, Sales Operations $76k
sales,operations $76k
Operations / Sales $79k
Operations & Sales $81k
Sales Operations 3 $82k
Sales Operations 5 $91k
Sales Operations/ Sales Trainer $113k
Write a review
Your opinion matters. Tell us what you think.
Please login to leave a review
Rating | Not enough ratings |
---|---|
Length | 5 weeks |
Effort | 4 weeks of study, 6-8 hours/week |
Starts | Jun 26 (47 weeks ago) |
Cost | $49 |
From | Salesforce, Pathstream via Coursera |
Instructors | Angela Prakash, Anthony Jones |
Download Videos | On all desktop and mobile devices |
Language | English |
Subjects | Business |
Tags | Business Business Essentials Business Strategy |
Similar Courses
Sorted by relevance
Like this course?
Here's what to do next:
- Save this course for later
- Get more details from the course provider
- Enroll in this course