Many times a portfolio wont just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. Salesforce report is a management tool that offers a visual representation of essential sales-based data through a centralized cloud-based reporting platform. 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. Use Products for your band merch. Set up the other band mates so that they can read whats coming, An internal Chatter would let everyone comment on upcoming work, Maybe you need an approval process set up to get everyones approval on show dates, Set up Knowledge with your bands technical requirements and FAQ for booking, Create a web-to-lead form for taking in inquiries for shows, Create a kanban process for show booking Opportunities, Create a report and dashboard for your Opportunity results, Youll need Accounts for bookstores and other venues, with Contact, A Product list of their books, with at least one Price List, wholesale vs retail, Certainly youll want Knowledge FAQ pages about the writer and the tou, Web-to-lead and email-to-lead for bringing in inquiries for book signing, Who else needs to have an account, the author, maybe the authors agent, and the book rep? Solutions used by leading consumer banks to power internal mobility. Best of luck on your journey to Salesforce administrator, and with creating your own portfolio to highlight your accomplishments! Lastly, focus on not adding too much decoration or images, and not lumping your material together. 22 Weekly Downloads. I entered college with the goal of learning and earning a degree, but I left college knowing so much more than that - I left knowing that I am a Trailblazer! Once you consolidate all of the insights you need to boost sales, improve your communications, and manage your customer relationships with pinpoint precision, you will accelerate the success of your business, gaining an all-important edge on the competition. A big thank you to Ashley Weihe for her inspiration and hard work to make this module come to life. Create a Portfolio Object | Marketing Cloud APIs and SDKs - Salesforce What to expect once you publish your 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. Sales reports in Salesforce help companies to scale and grow. Join thousands just like you to receive a monthly dose of user adoption tips, innovation, and industry trends. As you know, a one-page resume doesnt always highlight everything about you. I was excited to see what Kelly came up with for his personal portfolio. Every page, icon, picture, and blurb of text should also complement each other. Solutions used by leading insurance companies to power internal mobility. Add Data. 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. Modern portfolios are part of what keeps the Salesforce ecosystem fun and attractive to so many. Ensure your user experience is enjoyable and that it contains a call to action. Check out this example of how to do it well (Links In Description) Also catch some feedback on how you can improve on this! As Kelly continues to grow his experience and earn more credentials his portfolio can grow with him. You can find it at the bottom of this page. Have something to share? 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. 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. 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. Here we go! 4X Salesforce Certified | Consultant | Salesforce Solutions Engineer | Certified Scrum Master | Business Analyst | Trailhead Ranger. Set up your band mates so that one of them is the Manager, with a custom profile and at least one permission set. Provide some inspiration sites/functionality to your designer/consultant. Customize Your Site Unit | Salesforce Trailhead I didn't realize the history behind the module before today though. Set up. Command-line interface that simplifies development and build automation. 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. This data all flows through from Salesforce objects and gives volunteers a quick view of their history with the organization. Click +New Blank Page. Youve decided to organize a local walk/run for charity. Build your Personal Portfolio on Salesforce, https://kellymskelton-developer-edition.na135.force.com/portfolio/s/, https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s. Salesforce Portfolio Using Experience Cloud - LinkedIn Set up sales processes, approval processes and notifications If you come from some other background, make up a business in that space. Be sure that you have permission to use an image that isn't yours. CD, t-shirts, cell phone pockets with your logo? 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. Salesforce is an incredibly powerful solution, but for all its strengths it has never been called pretty or user-friendly. 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. Learn everything there is to know about the power of professional area charts. In the modern business age, transparency is one of the key components of ongoing growth and success. salesforce Portfolio View salesforce relevant projects and online portfolio examples shared by CakeResume's users. 4. 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. Set up profiles, roles and permission, Chatter feeds let everyone comment on how the tour is coming together, Create user accounts for volunteers, and a Chatter feed to help everyone stay informed. Youll also be able to include all the supplemental details and information we outlined in options 1 and 2. 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. These screenshots should depict features and capabilities you have learned along your path and be presentable enough to embed into your resume. 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. Access the objects created with the new Content Builder tools using the REST API. This was the inspiration for a new Trailhead Module that Ashley and I worked on together called "Build your Personal Portfolio on Salesforce". To complete this project, you need a free Trailhead Playground or Developer Edition org. Its the opportunity to show your ideas, bring them to life, and walk your viewer through a journey and a story. If you can make your data universally understood, you will empower people to use it to their advantage. We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. Before sharing our tips for building a portfolio, lets warm up to this idea by understanding the why-how-what behind creating a portfolio. Your existing SOAP API integrations only function with the Classic tools in Marketing Cloud. Select New Page at the bottom of the menu. Examples of skill keywords include data management, business processes, training users, creating reports, implementing, designing, etc. While we recommend digital due to the flexibility of online portfolios, you need to decide on your format. A Salesforce portfolio is a collection of projects and other relevant information highlighting, Say youre just starting your career as a Salesforce Admin. Amanda Bauman This is a fantastic blog for those who are seeking a job in Salesforce to build their digital resume. See examples and a list of best practices here! Band equipment sales, geology studies as a service, happy to help riff biz ideas if you're from some other background. Client application for the bulk import or export of data. Youve been hitting the trails hard and feel like you know a lot about Salesforce. A portfolio doesn't limit your ability to showcase your experience and hands-on ability. When creating your repository, you want to bake relevant keywords in the file names and descriptions to attract potential employers or recruiters. Ashley one day sent me a link to a web site she'd created on Salesforce, and I thought it was brilliant! 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. Workshop: Build Your Salesforce Portfolio on Experience Cloud The first of our Salesforce reporting tips comes in the form of defining your goals. Or perhaps youre years down the career path shaping business processes and guiding the efforts of a global sales team. At the time, I was also applying for a scholarship that required an example of my best work. I knew I didnt have one large project that could effectively showcase my hard work and skills obtained. Want to tell 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. Check it out below: Nick Maio Portfolio: Military Transition Guide. By the end of this project, youll have your own portfolio to shine a spotlight on your skills and achievements. Go back to that Gliffy and consider simplifying your process. 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. Plus, by painting a clear and logical picture with your visualizations, you will persuade senior decision-makers (both internally and externally) to buy into investments or strategies that you know will benefit the businesss bottom line. Coupled with the right design, your Salesforce report builder efforts will prove incredibly effective. I take you through a list of different portfolio styles and tools that can be beneficial to you. While you may not have on-the-job experience using Salesforce, with a little creativity, you can still show potential employers that you are an out-of-the-box thinker while showing off your Salesforce skills. Coming up with ideas may be harder than creating the actual work. Lets begin by forming the very foundations of your Salesforce data reporting effortsdefining your businesss specific aims and goals. Megan is currently working as an Associate Consultant at Slalom, and also works part-time as a content creator and Salesforce-focused Youtuber to help navigate, guide, and inspire others through their journeys. Here are some ideas, based on three of the top hobbies in the United States according to statistica.com. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. Be specific. There are various internal add-ons, which are often quite basic and lack advanced analytics features and options. Salesforce reports are the way to get aheadand stay aheadof the game. Our inbound Salesforce report example provides the perfect combination of at-a-glance data visualizations that assist with incoming leads, nurture client or customer relationships for conversion, and more. Each KPI represents a specific business function or process and is presented in a visual format that offers insights into trends, patterns, and performance. 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. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. Thanks to our architect Franklin Joyce for sharing his expertise and examples for this post. Following along with the Trailhead . The point here is: Salesforce data is all-encompassing. Marketing Cloud has a new model for storing, finding, managing, creating, sharing, and distributing all content-related objects. Salesforce Reports Examples, Templates & Reporting Tools - datapine I loved the Trailhead module and I'm about to create another Digital Experience community for my own personal portfolio (2.0 I guess). sizetoscale 6 mo. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Salesforce Ben You want to create a call to action: how can they learn more? Lets talk about the initial appearance and design so your reader will feel intrigued to find out more, not overwhelmed by the content. We have worked with many clients to alter the user interface and look and feel of Salesforce solutions, from donation pages to Salesforce Communities. How to build a Salesforce portfolio - Pathstream 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. Welcome students and career seekers! Ashley entered the Dreamforce 2018 Case contest along with her friends Rachel Ream, Alyssa Ream, and Ashley Stahl. Basically, recruiters and hiring managers are eager to see them! Make your portfolio more visible to potential employers and recruiters by including relevant keywords in your file names, descriptions, and content. 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. Depending on their answer, theyll be presented with different resources to check out such as financial support, fellowship options, and certification options. This can be done through a portfolio. Salesforce Administrator Certified | Trailhead Ranger | 8x Superbadges | USMC Veteran. Check out our 2018 case study on how we designed a Salesforce Community with Nonprofit Coordinating Committee of New York. Salesforce Portfolio Review: Standing Out From The Crowd! These are all questions you should ask yourself when designing your portfolio. Competing for a job in the Salesforce ecosystem is difficult! Be proud of your work! 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. Learn how students upskilled their career. 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. As such, KPIs are invaluable for benchmarking success and uncovering invaluable insights in key areas of the business. r/salesforce - Project ideas for "portfolio"? What would be a good way How can they take the next step and dig deeper into your work? UPDATE July 24, 2020: I've been so impressed with people's portfolios. 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. By looking at specific Salesforce KPIs on an individual basis and examining them historically, predictively, and in real-time, you will be able to discover micro insights that will enhance your decision-making. Best case, you get invited to share your Salesforce portfolio at the next Dreamforce event! Winners to be chosen by the first week of January! Custom Portfolio in Salesforce | Mini Project - Forcetalks Your resume should include the following: Weve included a sample for you to download, courtesy of Salesforce Ben. Login into access a rich community of Salesforce Developers, get ideas, and find solutions. 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. Workshop Replay; Slide Deck; Sample Salesforce Portfolios and Links; Google Hack to Find More Portfolio Samples; Trailhead Module for Building a Portfolio; 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. ClickLaunchto open the Trailhead Playground in a new browser tab (login required). Follow these tips to start with the backbone of your portfolio, then get creative and separate yourself from the crowd. Before we had interactive options, this approach was an effective strategy for building a Salesforce portfolio. A couple of years ago I met a student from Illinois State University named Ashley Weihe. What is Salesforce? - What does Salesforce do? - Salesforce.com Just thought I'd breathe a little life into this intriguing articleI definitely think it's worth the attention! 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. This is a shot of a custom Salesforce page that trainers and coaches login to track attendance and push out messages. 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. Thanks, it's a great idea!!! 2.6K views 2 years ago Make your Salesforce Portfolio POP! . Its important you include a background which showcases your qualifications, experience, and professional achievements. OK, lets get started by turning on Experiences. Explore our guide to choosing the right types of graphs and charts to help you with your efforts. Or perhaps youre y, Help you tell your Salesforce platform story. The design and aesthetics of your portfolio are important; you want to ensure your audience can navigate the platform without feeling overwhelmed. Make Sales processes, web-to-lead, and lead conversion field mapping. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. As humans, we have an affinity for visual information as our brains process it far more effectively than text-based data alone. 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! How do you show your experience, before you HAVE experience? What is CPQ, or Configure, Price, Quote? - Salesforce.com 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. Once you build your Salesforce portfolio, share it with your network, potential employers, and recruiters. Power and proficiency in one neat package. This is one of the most important pages. 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. Our inbound Salesforce report example provides the perfect combination of at-a-glance data visualizations that assist with incoming leads, nurture client or customer relationships for conversion, and more. 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. Having a good visual structure to your portfolio is important, as well as showcasing your experience. This FREE workshop provides you with Salesforce Portfolio samples and shows you how you can showcase your own work on the platform.. WORKSHOP INCLUDES. It allows you to tell your story with pictures and videos, making it more engaging. To create a traditional portfolio, you can start by creating links to a repository of screenshots. . A Salesforce portfolio can help you stand out in a job search by showcasing your skills and experience using the Salesforce platform. Do not have an overly complex or distracting layout (pictures, popups, strong colors). Build Your Portfolio Site on Salesforce | Salesforce Ben I know the bar is high now from examples 1 & 2 with them being interactive and mind blowingly creative. 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. Each document is stored in a folder in SharePoint that has the name of the entity it is related to in Salesforce. Check out these four ways to supercharge your online portfolio. Latest version 0.1.2. The latest news, stories, and insights on career navigation and frontline retention. Youve just created your custom domain. Once you have your core idea, you can find many ways to apply what you know. What if you planned a book tour for one of your favorite authors? It was an amazing experience that challenged and excited me. 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. 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? This is just intended to get you started, merge your love for Salesforce and your favorite past times and keep going! Example #3: Quirky, blunt & fun. Lets build the basics of what your portfolio needs so we can tell the readers your story. By remaining on this site, we will assume that you're OK with it. Customized Event Management (Salesforce Communities) Here is another example of customizing Communities: in this case through an event check-in and management tool we built for The Mission Continues to allow remote platoon leaders to lead local events. by Jason Howard and Lily Malota | Jan 20, 2023 | Salesforce. . Workshop: Build Your Salesforce Portfolio on Experience Cloud Salesforce Lory 2.5K views 8 months ago An Awesome Dataloader for Salesforce! 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. This is true for companies with one-off sales, subscription pricing, recurring billing, and other revenue models. 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. Many times a portfolio won't just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. Yes, it takes time, effort, thoughtfulness, creativity, and many other skills to put together a portfolio. The answer is datapines cloud-based dashboard technology. Sign up for a free 14-day datapine trial with datapine and experience the business-boosting power of Salesforce reports and dashboards first-hand. Reduce churn. 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. This button displays the currently selected search type. 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. 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. - DataImporter Ike Wagh 565 views 9 months ago. Thats mainly what people will build inspiration from: your own creativity. This approach includes all of the items from the option above and a resume.
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