Reports, Dashboards, and Customer Success in Salesforce
- 4.9
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Approx. 30 hours to complete
Course Summary
Learn how to use Salesforce to create reports and dashboards that can help drive customer success. This course covers the basics of data analysis and visualization, as well as strategies for improving customer satisfaction.Key Learning Points
- Create custom reports and dashboards in Salesforce
- Analyze and visualize data to identify key trends and insights
- Improve customer success by using data to inform decision-making
Related Topics for further study
Learning Outcomes
- Create custom reports and dashboards in Salesforce
- Analyze and visualize data to identify key trends and insights
- Use data to inform decision-making and improve customer success
Prerequisites or good to have knowledge before taking this course
- Basic understanding of Salesforce
- Familiarity with data analysis and visualization
Course Difficulty Level
BeginnerCourse Format
- Online
- Self-paced
Similar Courses
- Salesforce Reporting and Dashboards
- Salesforce Analytics - Beginner to Expert
Related Education Paths
- Salesforce Certified Administrator
- Salesforce Certified Developer
- Salesforce Certified Advanced Administrator
Notable People in This Field
- CEO, Salesforce
- Co-Founder, Salesforce
Related Books
Description
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.
Knowledge
- Understand and properly perform service/support agent processes using the Salesforce Case Management and Knowledge features in the Service Cloud.
- Identify the value of using the Sales Cloud to create reports to track, improve, and forecast various aspects of the sales process.
- Build reports, charts and dashboards to communicate relevant information about sales performance to stakeholders and executives.
Outline
- 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
Summary of User Reviews
Discover how to create reports and dashboards in Salesforce that can help you drive customer success. This course covers everything from the basics of Salesforce reporting to more advanced topics like creating custom dashboards and automating reports.Key Aspect Users Liked About This Course
many users found the course to be very informative and helpful in creating reports and dashboards in SalesforcePros from User Reviews
- Very comprehensive course that covers everything you need to know about creating reports and dashboards in Salesforce
- The instructors are knowledgeable and provide clear explanations of the concepts
- The course materials are well-designed and easy to follow
- Great for beginners and experienced Salesforce users alike
- Provides practical tips and real-world examples that you can apply to your own work
Cons from User Reviews
- The course can be a bit overwhelming for those who are new to Salesforce
- Some users found the pace of the course to be too slow
- The course doesn't cover some of the more advanced topics in Salesforce reporting and dashboards
- The course materials are only available for a limited time after you complete the course
- Some users found the quizzes and assignments to be too easy
Angela Prakash
4.9 Raiting
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