Certificate of Achievement
has completed the following course:
CRM Fundamentals and Practice: Salesforce Reports, Objects, and Data Management
On this course learners discovered how to use Salesforce to generate reports and dashboards to help understand what customer data is telling them. They explored how to manage data in Salesforce, including ensuring data quality in order to inform customer experience strategy.
This course is endorsed by Coventry University. It represents proof of learning. This course does not carry any academic credit or contribute towards a qualification.
4 weeks, 4 hours per week
Matt Jenner
Head of Learning
FutureLearn
Transcript
Learning outcomes
- Define what objects are and how they are used
- Articulate how to manage data and data quality
- Recognise how to manage leads, opportunities, accounts and contracts
- Articulate how to run reports and create dashboards
Syllabus
- Introduction to object customisation
- Data management
- Sales and marketing
- Reports and dashboards
Endorsed by
Issued on 21st July 2022
The person named on this certificate has completed the activities in the transcript above. For more information about Certificates of Achievement and the effort required to become eligible, visit futurelearn.com/proof-of-learning/certificate-of-achievement.
This certificate represents proof of learning. It is not a formal qualification, degree, or part of a degree.
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