Back to Reports, Dashboards, and Customer Success in Salesforce
Learner Reviews & Feedback for Reports, Dashboards, and Customer Success in Salesforce by Salesforce
273 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
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.
EA
Jul 10, 2025
thank you all team for great coerces from Pathstream
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51 - 55 of 55 Reviews for Reports, Dashboards, and Customer Success in Salesforce
By Adama N
•Jan 11, 2025
Interesting
By KALAIVANI S
•Nov 4, 2023
good
By Nikki A
•Feb 21, 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
•Jan 18, 2023
my salesforce account has expired and i can't complete the course
By Sandra V P
•Mar 2, 2023
The whole thing is bad