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Salesforce Success Cloud

Success with Salesforce

CONNECT WITH EXPERTS, GET BEST PRACTICES, AND LEARN WITH TRAILS

Analyze Data Using Reports and Dashboards

Make informed decisions and spot trends using real-time information.

GET THE BASICS

Get started with these video overviews of the best features in Reports and Dashboards.

Watch this recording to learn how to work smarter with Reports and Dashboards.

Join us for live events featuring experts on Reports and Dashboards.

Follow this Trail to learn how to build real-time reports and charts to visualize key business metrics.

Visit the Salesforce Documentation library for a complete overview of Reports and Dashboards.

GO FURTHER

View sample sales and service dashboards that you can use in your organization.

For Sales Cloud Customers:
Talk directly with a Success Specialist to see how Opportunities can improve your sales insights.

For Service Cloud Customers:
Consult with a Success Specialist and learn how to get real-time visibility into service and support metrics.

DISCUSS WITH EXPERTS

Join a virtual interactive group discussion facilitated by a Salesforce expert. Learn and share best practices with other customers.

Your Success

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Get hand-picked resources designed to bring you more value as you blaze your trail.

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*Offered to Premier customers only – learn more about Success Plans

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