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. The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. Add Data. 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. Use Products for your band merch. 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. It's actually very simple. This brings us to tip number three. For this exercise, choose Flexible Layout. In this video, we'll look at different Salesforce portfolios, styles, and tools to help you create your own. the photos? Salesforce report is a management tool that offers a visual representation of essential sales-based data through a centralized cloud-based reporting platform. Note: For this section, I am going to be showcasing Nick Maios outstanding portfolio. 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. When we say tell your story, we mean it. So focus on not giving that same experience. These screenshots should depict features and capabilities you have learned along your path and be presentable enough to embed into your resume. I put out a question on LinkedIn asking if hiring managers and recruiters view portfolios, and the majority of the answers discussed how beneficial it is for both parties. Bonus, you get to show off your NPSP skills! by Jason Howard and Lily Malota | Jan 20, 2023 | Salesforce. Complete a new Trailhead? 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're interested in creating your own portfolio, I would highly recommend using Salesforce's built in tool. 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. Be proud of your work! You can update your choices at any time in your settings. Example #3: Quirky, blunt & fun. 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. About A node.js module for interaction with the SFDC REST API. 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 button displays the currently selected search type. A portfolio provides a platform to highlight your best work. All Rights Reserved. You can follow along with the demo below. 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. This FREE workshop provides you with Salesforce Portfolio samples and shows you how you can showcase your own work on the platform.. WORKSHOP INCLUDES. And document, document, document, so that you remember later what you did! Be sure that you have permission to use an image that isn't yours. 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. 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. 1. Before we start, lets talk about the reasons for building a portfolio. Click the Setup Gear and select Service Setup. Youve been hitting the trails hard and feel like you know a lot about Salesforce. Welcome students and career seekers! Workshop: Build Your Salesforce Portfolio on Experience Cloud Salesforce Lory 2.5K views 8 months ago An Awesome Dataloader for Salesforce! Your existing SOAP API integrations only function with the Classic tools in Marketing Cloud. Once youve picked your best Salesforce reporting tools visualizations, you should start to see an accessible mix of trends and patterns emerging. And a big thank you to Kelly Skelton for being the first person to take the new module! Your hobbies and interests should reinforce the idea that you would be an ideal candidate. 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. Youre presumably engaging a consultant because you dont have the resources or skills to customize internally, so be open to our ideas and suggestions for changes. Emulate what you love, but be realistic; you likely dont have the resources to do what theyre doing. *Note: Another way to facilitate a simpler version of this type of experience would be to show visualforce components behind a login page. Access the objects created with the new Content Builder tools using the REST API. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. After such a great response, I created this form: sfdc.co/sfportfolio to help me capture all the awesomeness. Say you are a musician in a band, and occasionally play gigs in town. Here are some examples of recent projects weve built for clients to inspire you. Amanda Bauman This is a fantastic blog for those who are seeking a job in Salesforce to build their digital resume. It offers an engaging, sharable, and interactive tour for those visiting his portfolio. 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. 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. You can find it at the bottom of this page. Option 1: Build a traditional portfolio with a touch of Salesforce flavor. Last but not least, you may be curious about what to expect once you create your portfolio on Salesforce. Sharing a well-crafted and comprehensive Salesforce portfolio with hiring managers can increase your chances of. A Salesforce portfolio is a collection of projects and other relevant information highlighting, Say youre just starting your career as a Salesforce Admin. 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. 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. Set up sales processes, approval processes and notifications If you come from some other background, make up a business in that space. Check it out below: Nick Maio Portfolio: Military Transition Guide. Data are just summaries of thousands of storiestell a few of those stories to help make the data meaningful.Chip & Dan Heath. 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. Use this online salesforce playground to view and fork salesforce example apps and templates on CodeSandbox. Include projects you have completed or are currently working on. Creating your Salesforce portfolio can help future-proof your career opportunities and add long-term residual value to your life. Join thousands just like you to receive a monthly dose of user adoption tips, innovation, and industry trends. 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. Build your Personal Portfolio on Salesforce, https://kellymskelton-developer-edition.na135.force.com/portfolio/s/, https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s. Every page, icon, picture, and blurb of text should also complement each other. Key performance indicators (KPIs) are an integral part of the report-building process. It is usually tailored to the specific audience or job you are applying for. Customer 360 is the breadth of Salesforce technology one integrated CRM platform to bring your company and customers together from anywhere. Solutions used by leading insurance companies to power internal mobility. 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. Your portfolio will instantly demonstrate to employers that you are knowledgeable about the platforms best practices. 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. There are immediate benefits to be gained by building your portfolio on Salesforce. Its the opportunity to show your ideas, bring them to life, and walk your viewer through a journey and a story. You can open up potential job opportunities by sharing your portfolio with members of the Trailblazer Community and recruiters. We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. Your business may use a single Customer 360 app, or a combination of many. It helps teams work better together. You're reading the postings on LinkedIn and every one asks for 2+ years of Salesforce experience. By segmenting your data into distinct functions (inbound, outbound, and performance KPIs, for examplewell also look at Salesforce report examples shortly), you will extract far more value from your most valuable sales metrics. 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. But remember: youre not Facebook. Ensure you become the customer relationship management professional you want to become. Think of your audience and the type of user experience you want to provide. 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. Thanks to our architect Franklin Joyce for sharing his expertise and examples for this post. External tools, such as datapine, exist to take your Salesforce reporting efforts to an entirely new dimension, where you can, among other things, create powerful sales graphs and implement them in a complete dashboard overview. CD, t-shirts, cell phone pockets with your logo? 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? 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. Best of luck on your journey to Salesforce administrator, and with creating your own portfolio to highlight your accomplishments! In the digital age, the art of sales is more multidimensional than ever before. If you'd like to check out mine as an example, click here! Are you ready to get creative? automation consulting, 4076 N Mississippi Avenue, Tailor your portfolio to the specific audience and highlight the skills and experience more relevant to that audience. 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. 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. Depending on their answer, theyll be presented with different resources to check out such as financial support, fellowship options, and certification options. Have something to share? Interested in more great examples of custom Salesforce design? Customer 360 unites your marketing, sales, commerce, service, and IT departments with shared, easy-to-understand data on one integrated CRM platform. Thats mainly what people will build inspiration from: your own creativity. 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. Its better to have space so a viewer isnt overwhelmed. Leverage an all-in-one platform that transforms your frontline workforce into future-ready talent. 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. You want to give them something different, relatable, and inspirational. Think about it you wouldnt sit through a boring commercial, right? Band equipment sales, geology studies as a service, happy to help riff biz ideas if you're from some other background. What you will learn : Enable Communities. Remember, including these special achievements is another way to show off your qualifications, skills, and hands-on experience with Salesforce. These dynamic Salesforce reporting tools are designed to enhance the value of the platforms insights while improving sales intelligence and strategy across the board. In this project, you create a personal website and add a personal portfolio to help share your skills and grow your career. As you know, a one-page resume doesnt always highlight everything about you. 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 Dev Careers https://kellymskelton-developer-edition.na135.force.com/portfolio/s/. When expanded it provides a list of search options that will switch the search inputs to match the current selection. Name the file portfolio_header and ensure it is of the type "jpg". Here is a work in progress for BOKS, a nonprofit that helps give kids a body and brain boost through fun and non-competitive play. But first, lets take a moment to understand the role of Salesforce reports in the business world. This page was built for Habitat for Humanity to track hours, volunteer commitments, and requirements, which vary depending on different volunteer locations. This is a shot of a custom Salesforce page that trainers and coaches login to track attendance and push out messages. Show your frontline internal paths to critical roles. Be prepared to talk about the why, outcomes of your projects, and architectural creation journey. Below we have mentioned some of the following ideas: There are some things you should be aware of when creating a portfolio, including things you should not include. So, what Salesforce reporting tools do we use? 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. Create Accounts of local venues, with Contacts of their booking managers Create Opportunities for shows Use Products for your band merch. By improving team communications and productivity, businesses drive greater success. While we recommend digital due to the flexibility of online portfolios, you need to decide on your format. Salesforce Administrator Certified | Trailhead Ranger | 8x Superbadges | USMC Veteran. This approach includes all of the items from the option above and a resume. Its your site, a canvas to work with, and your chance to share it with the world. This area is Workspaces where you customize and administer your site. At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. . 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. Basically, recruiters and hiring managers are eager to see them! The page is set to refresh regularly, giving the impression of all the tablets talking together. Thanks, it's a great idea!!! Double check for grammatical and spelling errors. 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. Transform your business by building a tech savvy workforce. Develop an inclusive business powered by diverse internal talent. Sun Street To ensure you select the right data for your specific aims and needs, you should ask your sales team which info will help them improve their personal performance, as well as the overall output of the department. In a data-driven age, modern organizations need access to advanced data analytics solutions to help them improve the business in a wealth of key areasSalesforce is one of those solutions. Think of it as show and tell. Examples of skill keywords include data management, business processes, training users, creating reports, implementing, designing, etc. 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. and today I finally took the plunge. Most of this success boils down to effective reporting. 2.6K views 2 years ago Make your Salesforce Portfolio POP! Fortunately, datapines modern BI dashboard software offers 24/7 access to dynamic dashboards across multiple devices. You can also take this time to add in a quick link to your resume. Winners to be chosen by the first week of January! Use the sample code below as a model for your own call. Kelly included his education, certifications, volunteer experience, and more - information that you can't express on your rsum. 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. salesforce Portfolio View salesforce relevant projects and online portfolio examples shared by CakeResume's users. Coming up with ideas may be harder than creating the actual work. All right Trailblazer, now that you have learned about best design practices, lets start building your portfolio! Airlink is a rapid-response humanitarian relief organization that links airlines with pre-qualified nonprofits. 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.
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