Reports, Dashboards, and Customer Success in Salesforce
Master Salesforce reporting tools and customer success management to enhance sales operations, driving efficiency and effective decision-making
Master Salesforce reporting tools and customer success management to enhance sales operations, driving efficiency and effective decision-making
This course cannot be purchased separately - to access the complete learning experience, graded assignments, and earn certificates, you'll need to enroll in the full Salesforce Sales Operations Professional Certificate program. You can audit this specific course for free to explore the content, which includes access to course materials and lectures. This allows you to learn at your own pace without any financial commitment.
4.7
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English
বাংলা, اردو, Tiếng Việt, 2 more
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What you'll learn
Manage customer service processes using Service Cloud
Create and customize Salesforce reports and dashboards
Track and analyze sales performance metrics
Implement effective customer success strategies
Visualize data for stakeholder communication
Skills you'll gain
This course includes:
0.52 Hours PreRecorded video
14 quizzes
Access on Mobile, Tablet, Desktop
FullTime access
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There are 4 modules in this course
This comprehensive course teaches sales operations professionals how to leverage Salesforce Service Cloud for customer support and create effective reports and dashboards. Students learn to manage customer relationships, track sales performance, and visualize data through hands-on projects with real-world business scenarios.
Supporting Customer Success Managers
Module 1 · 6 Hours to complete
Service Cases in Salesforce
Module 2 · 7 Hours to complete
Supporting Sales Managers with Reports
Module 3 · 7 Hours to complete
Charts and Dashboards
Module 4 · 9 Hours to complete
Fee Structure
Instructors
Learning Experience Design Manager at Pathstream
Angela Prakash is the Learning Experience Design Manager at Pathstream, where she leverages her interdisciplinary background in Cognitive Science and Education from UC Berkeley to create engaging and dynamic curricula for diverse student populations, including K-12, community college, and adult learners. With over eight years of direct teaching experience, Angela has previously developed blended educational experiences for alternative education models and guided growth marketing for UC Berkeley’s data science undergraduate program. At Pathstream, she collaborates with Salesforce experts to design curriculum that empowers learners to effectively use Salesforce and advance their careers in technology. Her human-centered approach focuses on addressing the needs of learners and fostering impactful educational experiences.
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Learning Experience Design Manager at Pathstream
Anthony Jones is the Learning Experience Design Manager at Pathstream, where he focuses on preparing students for high-demand digital skills careers, particularly through the Salesforce Sales Operations Professional Certificate. With nearly 15 years of experience in education, Anthony recognized the gap in digital skills among students in traditional education settings, which motivated him to join Pathstream. Over the past year and a half, he has collaborated with Salesforce administrators, developers, and subject matter experts to determine the most effective methods for teaching foundational Salesforce skills essential for career advancement. He holds a B.A. in English Literature with a concentration in Creative Writing from UCLA and an M.S. in Education from Fordham University, combining his educational expertise with a commitment to equipping learners for success in the modern economy.
Testimonials
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4.7 course rating
194 ratings
Frequently asked questions
Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.