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? Like most things in the Salesforce world, there are at least three ways to accomplish this. To complete this project, you need a free Trailhead Playground or Developer Edition org. Use the sample code below as a model for your own call. Your existing SOAP API integrations only function with the Classic tools in Marketing Cloud. She included photos, links to her projects, volunteering, on-campus and off-campus activities, and more. Getting tons of likes and expanding your network if shared on social media. Publish and share it! OK, let's get started by turning on Experiences. Abduls. 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. This button displays the currently selected search type. Before sharing our tips for building a portfolio, lets warm up to this idea by understanding the why-how-what behind creating a portfolio. Some of the benefits include: Regardless of which option you choose to move forward with, we want to emphasize some of the tips we shared above. Learn everything there is to know about the power of professional area charts. What does Salesforce do? 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. Say you are a musician in a band, and occasionally play gigs in town. In addition to the check-in visible here, platoon leaders can also post new events and easily enter details and share with the appropriate people for their region. Our Salesforce report templates are centralized, interactive, easy to use, and serve up KPI-driven insights that empower businesses to gain an all-important edge on the competition. Lastly, focus on not adding too much decoration or images, and not lumping your material together. Transform your business by building a tech savvy workforce. You can also take this time to add in a quick link to your resume. Add Data. 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. 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. Access the objects created with the new Content Builder tools using the REST API. See examples and a list of best practices here! 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. 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. Then organize them in a way that is easy to navigate. 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. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This data all flows through from Salesforce objects and gives volunteers a quick view of their history with the organization. Portland Oregon, 97227, How Conservation Legacy Merged Multiple Systems Into One User-Friendly Instance, How the American Academy of Arts and Sciences Built a Custom Online Community for Its Members. Band equipment sales, geology studies as a service, happy to help riff biz ideas if you're from some other background. Winners to be chosen by the first week of January! 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. Its goal is to enhance critical elements of a business, including marketing, sales, commerce, and service. 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. And check out this blog on connecting your website to your database for a more information on that essential piece of this project. For this project, we use Salesforce Experience Cloud, which enables you to create beautiful, branded portals, forums, and sites, without writing any code. This defines where content on your page is displayed. These dynamic Salesforce reporting tools are designed to enhance the value of the platforms insights while improving sales intelligence and strategy across the board. 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. The repository can be hosted on free cloud storage platforms such as Google Drive, Box, or Dropbox and should be easily accessible via a public link. Gloucestershire 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. Use Products for your band merch. It allows you to tell your story with pictures and videos, making it more engaging. Setting yourself tangible strategic goals as well as specific sales targets and knowing which data to include within your salesforce report templates will help you develop a framework for online reporting success. It is usually tailored to the specific audience or job you are applying for. Hobbies can demonstrate transferable skills, for example, mentoring would show the ability to support a team, especially junior colleagues, which would be very useful in a Salesforce Team Manager role. Data are just summaries of thousands of storiestell a few of those stories to help make the data meaningful.Chip & Dan Heath. Your business may use a single Customer 360 app, or a combination of many. But first, lets take a moment to understand the role of Salesforce reports in the business world. 4X Salesforce Certified | Consultant | Salesforce Solutions Engineer | Certified Scrum Master | Business Analyst | Trailhead Ranger. 2023 Tailor your portfolio to the specific audience and highlight the skills and experience more relevant to that audience. There are many additional features that you typically need to configure in a site, but for our purposes, you can dive right into personalizing your site. This area is Workspaces where you customize and administer your site. My community included information about me, assignments from classes, clubs, and activities I was involved in, and memories from volunteer opportunities. How can they take the next step and dig deeper into your work? Remember, the goal is to not overwhelm your viewer, but to direct them to the content you wish them to see. 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 is one of the most important pages. Do not have an overly complex or distracting layout (pictures, popups, strong colors). Try referencing your portfolio on your LinkedIn profile or within your resume, and be sure to hyperlink it for easy and direct access for the reader. Your resume should include the following: Weve included a sample for you to download, courtesy of Salesforce Ben. by Jason Howard and Lily Malota | Jan 20, 2023 | Salesforce. At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. This way, you can position yourself in the best way to get hired. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. Follow these tips to start with the backbone of your portfolio, then get creative and separate yourself from the crowd. csv-import-example (forked) c.luro. Lets build the basics of what your portfolio needs so we can tell the readers your story. Provide some inspiration sites/functionality to your designer/consultant. We have created an introductory Experience Cloud site to help guide you to set up the backbone of your site. 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. You want to give them something different, relatable, and inspirational. https://kellymskelton-developer-edition.na135.force.com/portfolio/s/. And document, document, document, so that you remember later what you did! Guide the recruiter to the conclusion that you are the best candidate for the salesforce developer job. By Bernardita Calzon in Dashboarding, Apr 1st 2021. It's a daunting task, but Salesforce created a tool to make it simple and intuitive (thanks Salesforce!) Interested in more great examples of custom Salesforce design? Use it to insert, update, delete, or export Salesforce records. Knowing a few tips and tricks on how to create the best portfolio to stand out can help you land the role of your dreams. Your portfolio is a way to tell a story and showcase your soft skills, but most importantly, to show the powerful you. Your portfolio will instantly demonstrate to employers that you are knowledgeable about the platforms best practices. and today I finally took the plunge. Thats mainly what people will build inspiration from: your own creativity. Your hobbies and interests should reinforce the idea that you would be an ideal candidate. 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. Solutions used by leading consumer banks to power internal mobility. The first of our Salesforce reporting tips comes in the form of defining your goals. Hes incorporated a flow to bring people through their journey depending on their separation date from the military. Lets begin by forming the very foundations of your Salesforce data reporting effortsdefining your businesss specific aims and goals. This is true for companies with one-off sales, subscription pricing, recurring billing, and other revenue models. 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. And a big thank you to Kelly Skelton for being the first person to take the new module! Use it to insert, update, delete, or export Salesforce records Build Skills Trailhead Get hands-on with step-by-step instructions, the fun way to learn Trailhead Live If you're interested in creating your own portfolio, I would highly recommend using Salesforce's built in tool. For example, as seen in the picture above, by drilling down into your lead response time KPI, you will be able to understand exactly where your strengths and weaknesses lie. Our outbound calls dashboard is one of our best Salesforce reporting tools. You can always consider compiling cues into help text or resources within the page to address any questions that arise from a new page layout. Set up your band mates so that one of them is the Manager, with a custom profile and at least one permission set. All right Trailblazer, now that you have learned about best design practices, lets start building your portfolio! As you know, a one-page resume doesnt always highlight everything about you. Depending on their answer, theyll be presented with different resources to check out such as financial support, fellowship options, and certification options. Finally, be flexible. Salesforce portfolios accomplish 3 goals: Now were ready to discuss how you create a Salesforce portfolio. Meeting with key stakeholders within your organization and setting your goals, aims, and targets collaboratively will help you paint a clear picture of how to shape your dashboard for data-driven success. Create Your Pages. CD, t-shirts, cell phone pockets with your logo? A cool additional feature here was adding Family ID to allow your friends and family to log hours that count towards your account. If you need to build a case for this sort of investment, consider how much time you currently spend supporting your volunteers, donors, and partners: this is all time that could be reduced with a smartly-designed portal experience. It may also include screenshots or other forms of media that demonstrate your work and its impact on the organization. Examples of skill keywords include data management, business processes, training users, creating reports, implementing, designing, etc. By regularly tracking this cohesive mix of outbound call metrics, you can identify where you might need to support or train your sales agents, make clear-cut outbound performance comparisons, and pinpoint where you need to make improvements to your strategy. Think of it as show and tell. And you deserve to. Best of luck on your journey to Salesforce administrator, and with creating your own portfolio to highlight your accomplishments! He has two terrific projects, one of our favorites is his Klips for Kids, which provides kid-safe movies for those under 13. Explore our guide to choosing the right types of graphs and charts to help you with your efforts. Set up. So, what tools are most effective for Salesforce reporting? Many times a portfolio wont just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. Once youve dedicated the time and effort to mapping out your user experience and are ready to follow the tips provided at the beginning of this post, youre ready to get going! 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. Secondly, once you get their attention and they go to click an area to find out more, can they navigate easily through your site and back to the homepage, if needed? What if you planned a book tour for one of your favorite authors? Uncover the power of spider charts with this complete guide including examples, best practices, and more! He did this by getting hands-on experience, which resulted in creating a portfolio with all his projects illustrating his coding and architecture background. Share your journey When Uber driver Abdul Sultani happened upon Dreamforce attendees as his passengers for the 2019 conference, his career journey changed significantly. This is a great opportunity to show your learning achievements. By working collaboratively and getting everyones data-driven opinions, you will be able to streamline your data effectively and choose the right KPIs for your reporting efforts. if you learned from this and have built your portfolio after some help from this video, i would appreciate it if you could tag me on linkedin once you post a. You can also use your homepage to list your Salesforce certifications (or other related certifications, such as a Slack). Others said that a portfolio doesnt just show their technical achievements, but it also gives an insight into their overall professional and personal journey, their motivations, interests, and so forth. What you will learn : Enable Communities. It offers an engaging, sharable, and interactive tour for those visiting his portfolio. Use this online salesforce playground to view and fork salesforce example apps and templates on CodeSandbox. It was an amazing experience that challenged and excited me. Marketing Cloud has a new model for storing, finding, managing, creating, sharing, and distributing all content-related objects. Design is inherently subjective, so simply saying I want it to look like Facebook isnt enough. What to expect once you publish your Salesforce portfolio? You can check it out here! In today's world, inbound sales and marketing efforts are as valuable as outbound lead-generating activitiesperhaps even more so. Amanda Bauman This is a fantastic blog for those who are seeking a job in Salesforce to build their digital resume. The answer is datapines cloud-based dashboard technology. 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. Be specific. Lets talk about the initial appearance and design so your reader will feel intrigued to find out more, not overwhelmed by the content. With your goals defined and your framework in place, you should select sales KPIs that reflect your key business aims and integrate them into your report. Be prepared to talk about the why, outcomes of your projects, and architectural creation journey. My heart is full seeing amazing graduates taking this new module and shining a spotlight on their achievements and Salesforce skills all at the same time. Salesforce is an incredibly powerful solution, but for all its strengths it has never been called pretty or user-friendly. 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. The point here is: Salesforce data is all-encompassing. The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. salesforce Portfolio View salesforce relevant projects and online portfolio examples shared by CakeResume's users. Ensure you become the customer relationship management professional you want to become. This is a cool take on how to jazz up your own personal portfolio and still add in a lot of creative elements. Additional features of the page include the ability to dedicate your gift and make a recurring donation (Make it monthly). With CPQ software, companies can reap the benefits of a . Once you've selected your KPIs, our next Salesforce reports and dashboard analysis tip boils down to design and visualization. By the end of this project, youll have your own portfolio to shine a spotlight on your skills and achievements. Make Sales processes, web-to-lead, and lead conversion field mapping. *Note: Another way to facilitate a simpler version of this type of experience would be to show visualforce components behind a login page. Or perhaps youre years down the career path shaping business processes and guiding the efforts of a global sales team. Click +New Blank Page. How do you stand out among your peers? 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. When creating your repository, you want to bake relevant keywords in the file names and descriptions to attract potential employers or recruiters. This page was built for College Track to manage volunteer check-ins at six different locations. Each document is stored in a folder in SharePoint that has the name of the entity it is related to in Salesforce. 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. Set up sales processes, approval processes and notifications If you come from some other background, make up a business in that space. A Salesforce portfolio is a collection of projects and other relevant information highlighting, Say youre just starting your career as a Salesforce Admin. Have something to share? document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Salesforce Ben 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 approach includes all of the items from the option above and a resume. This is an opportunity to show the reader your technical ability, creative mind, future goals, and most importantly, its a way for them to connect with you. Salesforce + marketing The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. The latest news, stories, and insights on career navigation and frontline retention. Check out these four ways to supercharge your online portfolio. 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. Or perhaps youre y, Help you tell your Salesforce platform story. This is just intended to get you started, merge your love for Salesforce and your favorite past times and keep going! 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. Sign up for a free 14-day datapine trial with datapine and experience the business-boosting power of Salesforce reports and dashboards first-hand. You should have been redirected to the All Sites page in Setup, but if not, enter digital experiences in Quick Find, and select All Sites. Think about it you wouldnt sit through a boring commercial, right? Salesforce generously provides multiple playgrounds, so the question becomes, what to put in them? Its your site, a canvas to work with, and your chance to share it with the world. Option 2: Customize your resume and supplement it with a bio that spotlights your personality. Another great example is Amos Go. Once you have your core idea, you can find many ways to apply what you know. 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. 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. Create Accounts of local venues, with Contacts of their booking managers Create Opportunities for shows Use Products for your band merch. 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. Make your portfolio more visible to potential employers and recruiters by including relevant keywords in your file names, descriptions, and content. . A portfolio doesn't limit your ability to showcase your experience and hands-on ability. Lets start building a portfolio together through Salesforces Experience Cloud to help build your story! Join thousands just like you to receive a monthly dose of user adoption tips, innovation, and industry trends. You can find it at the bottom of this page. Coming up with ideas may be harder than creating the actual work. Remember that the Portfolio contains folders; if a folder is not specified, all Portfolio items for the account are returned. Here we go! To do so, you should ask for periodical feedback on the functions and design of your reports and use existing data to make tweaks and improvements that ensure that you get the best return on investment for your efforts. 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. By gaining access to this wealth of information with the help of a dashboard software, you will be able to pounce on opportunities faster, nurture leads more effectively, and ultimately, boost brand awareness as well as your bottom line. Solutions used by leading insurance companies to power internal mobility. Include projects you have completed or are currently working on. Following along with the Trailhead . Youve been hitting the trails hard and feel like you know a lot about Salesforce. Customize Theme. The best part about having my own custom community was that I was able to easily enhance it as my Salesforce skills grew throughout both internship and job search. About A node.js module for interaction with the SFDC REST API. Managing Partners: Martin Blumenau, Ruth Pauline Wachter | Trade Register: Berlin-Charlottenburg HRB 144962 B | Tax Identification Number: DE 28 552 2148, News, Insights and Advice for Getting your Data in Shape, BI Blog | Data Visualization & Analytics Blog | datapine. 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. Name the file portfolio_header and ensure it is of the type "jpg". 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. This is also a great opportunity to connect with the Trailblazer Community. You want to create a call to action: how can they learn more? Also: Win a chance at a portfolio review session! Power and proficiency in one neat package. Choose a content layout. In this portfolio, you can include details about yourself that you cant include in your resume. Well look at some of these Salesforce report template examples in due course, but if youd like to explore them for yourself, you can browse to the bottom of the article to find a list of interactive Salesforce reports templates. Complete a new Trailhead? Once you build your Salesforce portfolio, share it with your network, potential employers, and recruiters. There are so many benefits to creating a portfolio, and in this article, we hope to inspire you to start creating yours documenting your journey can inspire and motivate other Trailblazers. 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. Amosmade the leap into the tech industry, and he knew that in order to find a job, he had to stand out from the crowd. You can either put this section in the Homepage as a brief overview, with around 2-4 sentences on who you are, or create a visual mind map journey like Nicks. 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. This button displays the currently selected search type. Its the opportunity to show your ideas, bring them to life, and walk your viewer through a journey and a story.
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