While we recommend digital due to the flexibility of online portfolios, you need to decide on your format. This is just intended to get you started, merge your love for Salesforce and your favorite past times and keep going! Emulate what you love, but be realistic; you likely dont have the resources to do what theyre doing. This invaluable mix of insights, coupled with integral metrics from a range of additional sources, will help you improve your sales figures as well as make long-term strategic changes that will set you apart from the competition. While looking at the wider picture is vitaland will offer you a practical insight into your ongoing levels of productivity and performanceits also important to sweat the small stuff. Like this, you can benefit from a dashboard tool that will help you keep everything in order and visually appealing to start squeezing its potential. sizetoscale 6 mo. Develop an inclusive business powered by diverse internal talent. Your resume should include the following: Weve included a sample for you to download, courtesy of Salesforce Ben. A Beginners Introduction To The Most Common Data Types In Programming, A Complete Guide To Spider Charts With Best Practices And Examples Of When To Use Them, A Beginners Guide To The Power Of Area Charts See Examples, Types & Best Practices. After doing some out-of-the-box thinking, I decided to create an online portfolio to shine a spotlight on multiple pieces of my academic work - effectively introducing my best work as not only a custom Salesforce community but also my passion for learning Salesforce on my own. Say you are a musician in a band, and occasionally play gigs in town. Create a Community. Ashley entered the Dreamforce 2018 Case contest along with her friends Rachel Ream, Alyssa Ream, and Ashley Stahl. Fortunately, datapines modern BI dashboard software offers 24/7 access to dynamic dashboards across multiple devices. When used effectively, Salesforce reporting will empower you to gain a level of clarity that will make your sales department more efficient, productive, and innovative. I built my portfolio, please check it out https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s This page contains information about retrieving and selecting object contained within the Portfolio and associated subfolders of a given Marketing Cloud account. Now lets set up a basic site, which youll turn into your portfolio. Doing so will boost productivity, optimize lead response times, boost conversion rates, and, ultimately, bulk up your bottom line. Examples of skill keywords include data management, business processes, training users, creating reports, implementing, designing, etc. Make sure you do not overload your viewer this is your chance to visually tell a story about your bigger journey and get them excited to learn more. And you are too! ~ Ashley, The very next day, student leader Kelly Michael Skelton, whom I met during a visit to UMass Lowel, dropped me a text to say he was working on the module. Think about it this way: you have a few seconds to capture their attention, so by building a site that takes the individual to what they want to see is very important. Another great example is Amos Go. Now that youve shown the viewer your strengths and knowledge, they will be intrigued to learn more about you. This is true for companies with one-off sales, subscription pricing, recurring billing, and other revenue models. Your portfolio will instantly demonstrate to employers that you are knowledgeable about the platforms best practices. I know the bar is high now from examples 1 & 2 with them being interactive and mind blowingly creative. CD, t-shirts, cell phone pockets with your logo? Check out these four ways to supercharge your online portfolio. In this project, you create a personal website and add a personal portfolio to help share your skills and grow your career. Abduls. Its important to keep this area as straightforward as possible. Design is inherently subjective, so simply saying I want it to look like Facebook isnt enough. Want to tell your story? Lets build the basics of what your portfolio needs so we can tell the readers your story. Features make adding Bootcamps, certifications, Clicked, and Salesforce Partner Learning Camp credentials easy. The image should be 1,800 pixels wide by 200 pixels tall if you want it to span across the whole page, or you can use a combination of a picture and text, which is what you use in our example. When I was a student, I was learning about Salesforce on my own using Trailhead and thought why not get more hands-on and really explore the platform? You can check it out here! This community allows external users (in this case, Airlinks nonprofit partners) the ability to enter requests for airline donations. Competing for a job in the Salesforce ecosystem is difficult! Uncover the power of spider charts with this complete guide including examples, best practices, and more! Rounding off our essential reports in Salesforce tips, we move onto our finaland perhaps most overlookedactivity: improvement and refinement. Check out this example of how to do it well (Links In Description) Also catch some feedback on how you can improve on this! Implementing them before building your portfolio will help you create a strong Salesforce portfolio. To paint a picture with your metrics, creating a solid narrative is the way forwardand our practical guide to dashboard storytelling will show you how to get started. Think of it as show and tell. Practice, What to expect once you publish your Salesforce portfolio, Student success story: Arun Valiyaveettil Ipe. You want to give them something different, relatable, and inspirational. This can cause user adoption issues internally, but also creates a major challenge if you link Salesforce to payment pages, Communities, or other password-protected pages. A well-built experience will pay for itself. Thanks for this Module , Innovation-driven Marketing Strategy Consultant and Professor specializing in positioning, value creation and transformational learning experiences, Official Member at Forbes Technology Council | Marketing Cloud Champion | Salesforce MVP (Summer 2015-17)| Specializing in Manufacturing, Higher Education and Financial Services. Despite the fact that Salesforce reporting tools are designed to handle vast amounts of data from a variety of sources, if you overload your dashboards with information, they will offer little value. Interested in more great examples of custom Salesforce design? Remember, the goal is to not overwhelm your viewer, but to direct them to the content you wish them to see. Kelly included his education, certifications, volunteer experience, and more - information that you can't express on your rsum. Key performance indicators (KPIs) are an integral part of the report-building process. Following along with the Trailhead . This button displays the currently selected search type. We should not only use the brains we have but all that we can borrow.Woodrow Wilson. Equip your workforce with digital skills needed for the future of work. Be prepared to talk about the why, outcomes of your projects, and architectural creation journey. If you dig beneath the skin of the platform and squeeze every last drop of value from your most relevant data, you will uncover insights that you never knew existed. Salesforce Administrator Certified | Trailhead Ranger | 8x Superbadges | USMC Veteran. The first of our Salesforce reporting tips comes in the form of defining your goals. Youve just created your custom domain. You can use the Retrieve call to return information about the object contained within the Portfolio or a subfolder and use it as part of other calls, including creating and sending email messages. Stay up to date on the latest in Salesforce - news, tips & career advice. . This button displays the currently selected search type. salesforce Portfolio View salesforce relevant projects and online portfolio examples shared by CakeResume's users. UPDATE July 24, 2020: I've been so impressed with people's portfolios. One advantage that you have over Facebook is that your site doesnt have to appeal to everyone, just your specific audience. Workshop Replay; Slide Deck; Sample Salesforce Portfolios and Links; Google Hack to Find More Portfolio Samples; Trailhead Module for Building a Portfolio; First, focus on understanding this: once someone arrives on your page, do they have the resources and tools they need to comprehend the information you are putting before them? Show your frontline internal paths to critical roles. Coupled with the right design, your Salesforce report builder efforts will prove incredibly effective. After doing some out-of-the-box thinking, I decided to create an online portfolio to shine a spotlight on multiple pieces of my academic work - effectively introducing my "best work" as not only. Interested in more great examples of custom Salesforce design? You want to create a call to action: how can they learn more? Build Your Personal Portfolio on Salesforce, Trailhead: Build a Custom Theme Layout Component for Experience Builder Sites. Research, tools, events & more to improve frontline talent mobility. Another effective way of maximizing the value of your Salesforce reports efforts is by using an online analysis tool to give your entire department access to the dashboards that are most relevant to their roles. This is one of the most important pages. Its goal is to enhance critical elements of a business, including marketing, sales, commerce, and service. I loved the Trailhead module and I'm about to create another Digital Experience community for my own personal portfolio (2.0 I guess). We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. Once youve picked your best Salesforce reporting tools visualizations, you should start to see an accessible mix of trends and patterns emerging. But remember: youre not Facebook. Opportunity Field History. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. This is the bread and butter of your portfolio. Make your own online portfolio for free! . Follow these tips to start with the backbone of your portfolio, then get creative and separate yourself from the crowd. A cool additional feature here was adding Family ID to allow your friends and family to log hours that count towards your account. About A node.js module for interaction with the SFDC REST API. Last but not least, you may be curious about what to expect once you create your portfolio on Salesforce. Businesses across industries have improved the efficiency of their sales activities while enjoying a significant increase in engagement, revenue, and customer loyalty by using Salesforce reports. While Lightning may start to change this, what you first see when you install is pretty overwhelming to the non-developer eye. A portfolio provides a platform to highlight your best work. 2,711 Views. Click Standard Page. Sun Street Customer 360 unites your marketing, sales, commerce, service, and IT departments with shared, easy-to-understand data on one integrated CRM platform. Focusing on areas including sales activity, outbound calls, and inbound opportunity management, our specialized Salesforce dashboards will give you a panoramic view of your businessa level of vision that fosters innovation, evolution, progress, and growth. Along with the technical skills youll pick up on the way, you get to build your personal brand and acquire soft skills, as well as showcase a high level of professionalism and further understanding of the Salesforce platforms capabilities. Here are some examples of recent projects weve built for clients to inspire you. It was an amazing experience that challenged and excited me. Its your site, a canvas to work with, and your chance to share it with the world. Creating your Salesforce portfolio can help future-proof your career opportunities and add long-term residual value to your life. Either way, you want a portfolio to help you shine bright in an ecosystem that is rapidly growing daily. An essential tool for both maintaining and improving overall sales performance, this Salesforce report template makes an essential part of any modern business's toolkit. Salesforce + marketing This way, you can position yourself in the best way to get hired. Or perhaps youre years down the career path shaping business processes and guiding the efforts of a global sales team. By providing every member of your sales team with Salesforce-based report analytics training and giving them the right permissions, you will ensure that everyone in the department benefits from the data and offers direct value to their tasks, aims, or goals. Modern portfolios are part of what keeps the Salesforce ecosystem fun and attractive to so many. Salesforce report is a management tool that offers a visual representation of essential sales-based data through a centralized cloud-based reporting platform. Even if you have gotten used to Salesforce's data structure of having different screens for tracking contact, account, and opportunity details, your donors or partners will have little tolerance for this and will expect a more intuitive process. Many also answered that when it comes to portfolios, clarity and detail are two of the most important factors for recruiters and hiring managers alike. Resources:- Mike Wheeler Media: https://mikewheelermedia.com/- Talent Stacker: https://www.talentstacker.com/- Portfolio Trailhead: https://trailhead.salesforce.com/en/content/learn/projects/build-your-personal-portfolio-on-salesforce- MoreCPQ: www.morecpq.com- Abdul's Portfolio: https://sultani-developer-edition.na136.force.com/portfolio/s/ What do you do to elevate your Salesforce Portfolio? Think of your audience and the type of user experience you want to provide. Check it out below: Nick Maio Portfolio: Military Transition Guide. BUT! This style is still functional today because it is versatile and can be easily adapted to fit the needs of recruiters, hiring managers, and potential employers. This is where most people will enter, and they will stay whilst they navigate the rest of the site, so youve got to make first impressions count. What may work today may prove less effective tomorrow, so taking the time to improve and evolve your reports is something you need to prioritize. Best of luck on your journey to Salesforce administrator, and with creating your own portfolio to highlight your accomplishments! Option 3: Build your portfolio on Salesforce to create a fun interactive way to showcase your talent. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. A couple of years ago I met a student from Illinois State University named Ashley Weihe. Youll also be able to include all the supplemental details and information we outlined in options 1 and 2. Build your Salesforce Personal Portfolio. See examples and a list of best practices here! In the modern business age, transparency is one of the key components of ongoing growth and success. United Kingdom This FREE workshop provides you with Salesforce Portfolio samples and shows you how you can showcase your own work on the platform.. <span style=""><span style="">&lt;!--{cke_protected}{C}%3C!%2D%2Dtd {border%3A 1px solid %23ccc%3B}br {mso-data-placement%3Asame-cell%3B}%2D%2D%3E--&gt;</span></span> We use cookies to ensure that we give you the best experience on our website. Following along with the Trailhead Module and Bradley Rice's videos, I was easily able to create and polish this site within an hour. This can be done through a portfolio. You can also take this time to add in a quick link to your resume. Build your Personal Portfolio on Salesforce, https://kellymskelton-developer-edition.na135.force.com/portfolio/s/, https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s. 1. Option 1: Build a traditional portfolio with a touch of Salesforce flavor. One of the worlds most popular cloud-based customer relationship management (CRM) platforms, the software is designed to help companies across sectors plan and optimize their sales processes. What to expect once you publish your Salesforce portfolio? Hes incorporated a flow to bring people through their journey depending on their separation date from the military. *Note: Another way to facilitate a simpler version of this type of experience would be to show visualforce components behind a login page. Lets start building a portfolio together through Salesforces Experience Cloud to help build your story! This donation page we built for AIDS United is a great example of using the open API of a Salesforce solution (Click & Pledge, in this case) to build a much prettier donation page than you would see natively, and one that incorporates your branding. Be proud of your work! Provide some inspiration sites/functionality to your designer/consultant. And document, document, document, so that you remember later what you did! In fact, you should adopt three data analysis strategies: Thinking of the long-term as well as the short-term will give your reporting efforts direction, ensuring that you enjoy the best possible return on investment (ROI) from all of your analytical activities. . Tell me all about it down in the comments below! Consider subscribing to Apps for Admins using this Link! A big thank you to Ashley Weihe for her inspiration and hard work to make this module come to life. The latest news, stories, and insights on career navigation and frontline retention. Thats mainly what people will build inspiration from: your own creativity. By improving team communications and productivity, businesses drive greater success. So, not only will your sales team know how to use your reports to their advantage, but they will be able to track, monitor, measure, and respond even when on the go. Use this online salesforce playground to view and fork salesforce example apps and templates on CodeSandbox. In this video, we will create a custom portfolio in Salesforce. Say youre just starting your career as a Salesforce Admin. In this concise yet informative Salesforce reports tutorial, were going to show you how to use cutting-edge dashboards and explore essential platform-centric reporting techniques to squeeze every drop of value (and more) from your Salesforce data, metrics, and insights. There are various internal add-ons, which are often quite basic and lack advanced analytics features and options. Dynamic KPIs, including outbound calls and number of demos, provide a balanced visualization of how many calls are made and the number of communications that are successful. You can also use your homepage to list your Salesforce certifications (or other related certifications, such as a Slack). ClickLaunchto open the Trailhead Playground in a new browser tab (login required). Doing so will help you capitalize on your strengths while gaining a better understanding of the measures you need to take to improve efficiency in customer-facing areas of the business. What does Salesforce do? Before we had interactive options, this approach was an effective strategy for building a Salesforce portfolio. Get personalized recommendations for your career goals, Practice your skills with hands-on challenges and quizzes, Track and share your progress with employers, Connect to mentorship and career opportunities. It offers an engaging, sharable, and interactive tour for those visiting his portfolio. He did this by getting hands-on experience, which resulted in creating a portfolio with all his projects illustrating his coding and architecture background. You're reading the postings on LinkedIn and every one asks for 2+ years of Salesforce experience. Updated Trailblazer Profile page complete with the Hire Me button activated; Add a 16personalities.com profile to show what you bring to the table in a fun and engaging way; Be sure to include your exam scores (if they are high) and Superbadges. Using your Salesforce skills to create your own web site to showcase your Salesforce skills and more! Power and proficiency in one neat package. Login into access a rich community of Salesforce Developers, get ideas, and find solutions. When expanded it provides a list of search options that will switch the search inputs to match the current selection. Set up sales processes, approval processes and notifications If you come from some other background, make up a business in that space. Once youve set your core aims and goals, you should consult all of your major data sources to decide which metrics and insights best align with your goals. So, what Salesforce reporting tools do we use? Youve decided to organize a local walk/run for charity. ago It is usually tailored to the specific audience or job you are applying for. To complete this project, you need a free Trailhead Playground or Developer Edition org. And you deserve to. This FREE workshop provides you with Salesforce Portfolio samples and shows you how you can showcase your own work on the platform.. WORKSHOP INCLUDES. Customize Theme. Idealist Consulting. https://trailhead.salesforce.com/content/learn/projects/install-nonprofit-success-pack-into-a-trailhead-playground/prepare-to-install-npsp, https://www.statista.com/forecasts/997050/hobbies-and-interests-in-the-us, CSPO | Business Analyst |Certified Project Manager| SAP MM SD| Process Improvement| Analytical | E-commerce| ERP. We will walk through the important sections to include and give you ideas on sections you can add into your profile as you start creating. They have this view on tablets at the entrances of their facilities so volunteers can easily enter their names as they sign in and out. The page is set to refresh regularly, giving the impression of all the tablets talking together. Details in the video! Make your portfolio more visible to potential employers and recruiters by including relevant keywords in your file names, descriptions, and content. Enable Sites and Set the Domain Name For this project, we use Salesforce Experience Cloud, which enables you to create beautiful, branded portals, forums, and sites, without writing any code. When you work with a consulting partner to build something thats intuitive to your process, you wont have to spend too much time training. Make Sales processes, web-to-lead, and lead conversion field mapping. 2.6K views 2 years ago Make your Salesforce Portfolio POP! It typically includes examples of Salesforce customization and development work that you have completed, such as custom objects, Apex code, visualforce pages, and Lightning components, as well as any certifications or training you have received. Salesforce is a robust analytical tool with the power to help businesses of every shape and size achieveor even exceed their goals consistently. As you know, a one-page resume doesnt always highlight everything about you. Much like any data-driven tool or dashboard, to enjoy maximum success, understanding how to use the key functions of Salesforce reports templates to their optimum capacity is essential. She included photos, links to her projects, volunteering, on-campus and off-campus activities, and more. We hope that this provides you direction to creating your portfolio. Solutions used by leading insurance companies to power internal mobility. If youve created an inbound sales dashboard, for example, and you feel your outbound strategy needs improvement, you can use some of your existing dashboard customizations to create a new reporting tool. Ashley one day sent me a link to a web site she'd created on Salesforce, and I thought it was brilliant! Your portfolio is a way to tell a story and showcase your soft skills, but most importantly, to show the powerful you. So, what tools are most effective for Salesforce reporting? As a result, you will boost your overall productivity rates while boosting your outbound call conversion rates consistently. In todays digital world, theres such a great opportunity to showcase the skills, experience, and projects youre working on or have completed. . Data visualization is integral to telling a tale with your data and sharing insights in a way that is widely accessible as well as results driven. the photos? Despite the wealth of consumer channels and touchpoints available in todays digital world, cold calling still offers a healthy conversion rate for companies across industries. CPQ software allows sales to deliver quotes quickly thanks to a streamlined quoting process the result of the customized rules and pricing CPQ automation allows. Now, Kelly can add that link to his rsum and LinkedIn profile, and also on his Trailblazer.me profile so that any potential employers can check out his Salesforce skills. Welcome students and career seekers! What is it about Facebook you likethe colors? If you follow these steps, you wont have to teach people how to use your site: it is built and should work in an intuitive, user-friendly way. Every page, icon, picture, and blurb of text should also complement each other. Thanks for the info and the inspiration Amanda Bauman, Ashley Weihe, and Kelly Michael Skelton! Include projects you have completed or are currently working on. Share your journey When Uber driver Abdul Sultani happened upon Dreamforce attendees as his passengers for the 2019 conference, his career journey changed significantly. https://kellymskelton-developer-edition.na135.force.com/portfolio/s/. You can add a number of other sections to your portfolio too, especially if they offer the reader an opportunity to learn more about you. It offers a wealth of insight into how outbound calls are managed during a set timeframe while giving a panoramic snapshot of the productivity and performance of individual sales agents. As humans, we have an affinity for visual information as our brains process it far more effectively than text-based data alone. I would like to receive future communications, I confirm that I am at least 16 years of age or older, Google Hack to Find More Portfolio Samples, Trailhead Module for Building a Portfolio. Go back to that Gliffy and consider simplifying your process. Its still a relevantand effectivelead generation tool, provided you manage your outbound communications strategies wisely. To create a traditional portfolio, you can start by creating links to a repository of screenshots. At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. It may also include screenshots or other forms of media that demonstrate your work and its impact on the organization. What if you planned a book tour for one of your favorite authors? Thanks, it's a great idea!!! Be sure that you have permission to use an image that isn't yours. Remember that the Portfolio contains folders; if a folder is not specified, all Portfolio items for the account are returned. If you're interested in creating your own portfolio, I would highly recommend using Salesforce's built in tool. Its important you include a background which showcases your qualifications, experience, and professional achievements. The tools we use for Salesforce are driven by our cutting-edge data dashboard technology, helping businesses across industries consolidate insights from a broader range of sources while drilling down even deeper into particular customer-facing aspects of the business. On the Home tab, click the down arrow next to the Page Properties icon. As Kelly continues to grow his experience and earn more credentials his portfolio can grow with him. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. To help you on your path to Salesforce-based reporting success, well look at what a Salesforce report is, what tools and techniques you'll need to use to achieve a successful reporting process, and end up exploring professional, interactive, Salesforce report template examples that you can then apply to your own business. This is the very foundation of crafting effective sales reports in Salesforce. Knowledge has become the key economic resource and the dominant, if not the only, source of competitive advantage.Peter F. Drucker.