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Back to Reports, Dashboards, and Customer Success in Salesforce

Learner Reviews & Feedback for Reports, Dashboards, and Customer Success in Salesforce by Salesforce

4.6
stars
202 ratings

About the Course

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!...

Top reviews

SM

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!

AK

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.

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26 - 43 of 43 Reviews for Reports, Dashboards, and Customer Success in Salesforce

By Yasmin B

•

Aug 24, 2022

This course was very helpful.

By kido R

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Jun 14, 2023

Must have advance ones more.

By chinthaka w

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Sep 6, 2023

INTERESTING AND ENJOYABLE

By Ayooluwa E S

•

Jul 29, 2022

Awesome and explicit.

By Charles V

•

Jul 1, 2024

great course it is

By Anshul H

•

Oct 11, 2021

Excellent course

By Deysla R

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Oct 27, 2024

It was great! :)

By Benson M

•

Jul 23, 2024

Excellent

By Frank B

•

Nov 18, 2021

Great interaction with the user, a true interactive set of tools side by side completion of activities, and access to Salesforce's Trailhead playground learning tool. if it is only one module or multiple modules the course is worthy of the time spent.

By Dharmesh T R

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Dec 2, 2021

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

By Kaylee P

•

May 24, 2024

I learned way more about Salesforce than I initially expected!

By GIancarlo C

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May 19, 2022

cannot evaluate as was not what I looked for

By ODESANYA A E

•

Jun 18, 2023

Stressful but worthwhile.

made it at the end

By KALAIVANI S

•

Nov 4, 2023

good

By Nikki A

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Feb 22, 2022

The worst experience I've had to complete a course.

so many complex precedures to even start an assignment, its very confusing to the point where I'm not able to complete it, have to navigate to many other sites, then what's the point of this site( coursera).

guided projects link doesn't work at all.

By Ahmed N

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Jan 18, 2023

my salesforce account has expired and i can't complete the course

By Jon F

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Nov 7, 2024

you need to pay for the certificate, I was told it was free.

By Sandra V P

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Mar 2, 2023

The whole thing is bad