Third Floor Library Building 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. 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. I was excited to see what Kelly came up with for his personal portfolio. Remember, including these special achievements is another way to show off your qualifications, skills, and hands-on experience with Salesforce. Well be looking at two examples to help us with this. Choose a content layout. Opportunity Field History. This community allows external users (in this case, Airlinks nonprofit partners) the ability to enter requests for airline donations. Uncover the power of spider charts with this complete guide including examples, best practices, and more! Add Data. We should not only use the brains we have but all that we can borrow.Woodrow Wilson. Find a way to implement it in your portfolio. After such a great response, I created this form: sfdc.co/sfportfolio to help me capture all the awesomeness. 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. These dynamic Salesforce reporting tools are designed to enhance the value of the platforms insights while improving sales intelligence and strategy across the board. Modern portfolios are part of what keeps the Salesforce ecosystem fun and attractive to so many. automation consulting, 4076 N Mississippi Avenue, Lets break it down: We wanted to highlight Nick as he has created a great resource for transitioning military members into Salesforce; his portfolio is a one-stop shop with helpful resources that are both free and paid. Its better to have space so a viewer isnt overwhelmed. Develop an inclusive business powered by diverse internal talent. Think about it you wouldnt sit through a boring commercial, right? Tell me all about it down in the comments below! Consider subscribing to Apps for Admins using this Link! We have created an introductory Experience Cloud site to help guide you to set up the backbone of your site. Command-line interface that simplifies development and build automation. Make your own online portfolio for free! 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. 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. Coming up with ideas may be harder than creating the actual work. 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. I know the bar is high now from examples 1 & 2 with them being interactive and mind blowingly creative. https://kellymskelton-developer-edition.na135.force.com/portfolio/s/. In today's world, inbound sales and marketing efforts are as valuable as outbound lead-generating activitiesperhaps even more so. For this project, we use Salesforce Experience Cloud, which enables you to create beautiful, branded portals, forums, and sites, without writing any code. 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. 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. Lets begin by forming the very foundations of your Salesforce data reporting effortsdefining your businesss specific aims and goals. Marketing Cloud has a new model for storing, finding, managing, creating, sharing, and distributing all content-related objects. One advantage that you have over Facebook is that your site doesnt have to appeal to everyone, just your specific audience. Also: Win a chance at a portfolio review session! Make Sales processes, web-to-lead, and lead conversion field mapping. Think of it as show and tell. You can open up potential job opportunities by sharing your portfolio with members of the Trailblazer Community and recruiters. Kelly included his education, certifications, volunteer experience, and more - information that you can't express on your rsum. Salesforce is a robust analytical tool with the power to help businesses of every shape and size achieveor even exceed their goals consistently. Following along with the Trailhead Module and Bradley Rice's videos, I was easily able to create and polish this site within an hour. 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. Or perhaps youre years down the career path shaping business processes and guiding the efforts of a global sales team. 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. Client application for the bulk import or export of data. Basically, recruiters and hiring managers are eager to see them! Set up. Lets talk about the initial appearance and design so your reader will feel intrigued to find out more, not overwhelmed by the content. So focus on not giving that same experience. A cool additional feature here was adding Family ID to allow your friends and family to log hours that count towards your account. This page was built for Habitat for Humanity to track hours, volunteer commitments, and requirements, which vary depending on different volunteer locations. Before we start, lets talk about the reasons for building a portfolio. Once you build your Salesforce portfolio, share it with your network, potential employers, and recruiters. csv-import-example (forked) c.luro. We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. Research, tools, events & more to improve frontline talent mobility. Before sharing our tips for building a portfolio, lets warm up to this idea by understanding the why-how-what behind creating a 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. Its still a relevantand effectivelead generation tool, provided you manage your outbound communications strategies wisely. Equip your workforce with digital skills needed for the future of work. 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. I take you through a list of different portfolio styles and tools that can be beneficial to you. When expanded it provides a list of search options that will switch the search inputs to match the current selection. But first, lets take a moment to understand the role of Salesforce reports in the business world. Are you ready to get creative? 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? The first of our Salesforce reporting tips comes in the form of defining your goals. We will create a custom community in Salesforce and customize it to create the Portfolio. Ensure you become the customer relationship management professional you want to become. 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. Privacy Policy Terms of Use Accessibility Job Applicant Privacy Copyright 2022 Pathstream Inc. A well-built experience will pay for itself. 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. Double check for grammatical and spelling errors. 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. Another great example is Amos Go. Yes, it takes time, effort, thoughtfulness, creativity, and many other skills to put together a portfolio. 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. 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. 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. What if you planned a book tour for one of your favorite authors? 6 Stunning Examples of Custom Salesforce Design, this blog on connecting your website to your database. 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. BUT! Build your Personal Portfolio on Salesforce, https://kellymskelton-developer-edition.na135.force.com/portfolio/s/, https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s. Thats why the overall theme is important if you like the color blue, pick colors that complement it and continue that same pattern throughout your portfolio. When you've got everything set up, you can see the stubbing in action. By the end of this project, youll have your own portfolio to shine a spotlight on your skills and achievements. After you enable Digital Experiences, the system automatically assigns you a domain name. Be prepared to talk about the why, outcomes of your projects, and architectural creation journey. What does Salesforce do? By improving team communications and productivity, businesses drive greater success. See examples and a list of best practices here! 2,711 Views. Either way, you want a portfolio to help you shine bright in an ecosystem that is rapidly growing daily. Last but not least, you may be curious about what to expect once you create your portfolio on Salesforce. Analyzing lead response performances according to specific communication channels while comparing metrics over long as well as short timeframes, you will paint a vivid picture of how to reduce response times across the board and give your agents the support they need to perform to their optimum capabilities. Where can you be reached? Many times a portfolio wont just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. A couple of years ago I met a student from Illinois State University named Ashley Weihe. I know its tempting to include everything, but try to explain just enough so that a reader understands your projects, your design, your impact, and the outcomes of the project. OK, let's get started by turning on Experiences. Lets build the basics of what your portfolio needs so we can tell the readers your story. The point here is: Salesforce data is all-encompassing. These are all questions you should ask yourself when designing your portfolio. UPDATE July 24, 2020: I've been so impressed with people's portfolios. 4X Salesforce Certified | Consultant | Salesforce Solutions Engineer | Certified Scrum Master | Business Analyst | Trailhead Ranger. 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. Salesforce is an incredibly powerful solution, but for all its strengths it has never been called pretty or user-friendly. Login into access a rich community of Salesforce Developers, get ideas, and find solutions. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Salesforce Ben Click the Setup Gear and select Service Setup. Its the opportunity to show your ideas, bring them to life, and walk your viewer through a journey and a story. 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. This is also a great opportunity to connect with the Trailblazer Community. 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. You can follow along with the demo below. 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. The answer is datapines cloud-based dashboard technology. Do not have an overly complex or distracting layout (pictures, popups, strong colors). 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? I'm sure you've heard about how "good for you" creating a portfolio can be, but if you're like me, you're hesitant to spend the time to actually do it. 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. 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. It helps teams work better together. 4. You can find it at the bottom of this page. 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. MM. Think of your audience and the type of user experience you want to provide. You can also take this time to add in a quick link to your resume. 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. Before we had interactive options, this approach was an effective strategy for building a Salesforce portfolio. This is a cool take on how to jazz up your own personal portfolio and still add in a lot of creative elements. Youve been hitting the trails hard and feel like you know a lot about Salesforce. This approach includes all of the items from the option above and a resume. Bonus, you get to show off your NPSP skills! Just thought I'd breathe a little life into this intriguing articleI definitely think it's worth the attention! What you will learn : Enable Communities. Your portfolio is a way to tell a story and showcase your soft skills, but most importantly, to show the powerful you. And check out this blog on connecting your website to your database for a more information on that essential piece of this project. Once you have your core idea, you can find many ways to apply what you know. When you work with a consulting partner to build something thats intuitive to your process, you wont have to spend too much time training. While Lightning may start to change this, what you first see when you install is pretty overwhelming to the non-developer eye. 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? 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. Its goal is to enhance critical elements of a business, including marketing, sales, commerce, and service. On the Home tab, click the down arrow next to the Page Properties icon. . As such, KPIs are invaluable for benchmarking success and uncovering invaluable insights in key areas of the business. Solutions used by leading insurance companies to power internal mobility. Salesforce portfolios accomplish 3 goals: Now were ready to discuss how you create a Salesforce portfolio. While we recommend digital due to the flexibility of online portfolios, you need to decide on your format. 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. Welcome students and career seekers! It is usually tailored to the specific audience or job you are applying for. If you can make your data universally understood, you will empower people to use it to their advantage. The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. Practice, What to expect once you publish your Salesforce portfolio, Student success story: Arun Valiyaveettil Ipe. 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. 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. This area is Workspaces where you customize and administer your site. In this video, we'll look at different Salesforce portfolios, styles, and tools to help you create your own. by Jason Howard and Lily Malota | Jan 20, 2023 | Salesforce. This data all flows through from Salesforce objects and gives volunteers a quick view of their history with the organization. This is a shot of a custom Salesforce page that trainers and coaches login to track attendance and push out messages. You can update your choices at any time in your settings. Abduls. What to expect once you publish your Salesforce portfolio? Option 2: Customize your resume and supplement it with a bio that spotlights your personality. Then organize them in a way that is easy to navigate. The page is set to refresh regularly, giving the impression of all the tablets talking together. Salesforce reporting tools are the vessel to help you do just that. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. If you are willing to share your link with me, please complete this super quick form. Use it to insert, update, delete, or export Salesforce records. This was the inspiration for a new Trailhead Module that Ashley and I worked on together called "Build your Personal Portfolio on Salesforce". Your resume should include the following: Weve included a sample for you to download, courtesy of Salesforce Ben. 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. 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. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. 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. Name the file portfolio_header and ensure it is of the type "jpg". ago 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. Check out our 2018 case study on how we designed a Salesforce Community with Nonprofit Coordinating Committee of New York. ClickLaunchto open the Trailhead Playground in a new browser tab (login required). Youve just created your custom domain. KPI software will help you track, measure, and analyze specific pockets of data. Fortunately, datapines modern BI dashboard software offers 24/7 access to dynamic dashboards across multiple devices. Were on a mission to give everyone access to a meaningful career. Here are some examples of recent projects weve built for clients to inspire you. You make the decision on how you want to architect, design, and create your page to tell your story best. Winners to be chosen by the first week of January! Sign up for a free 14-day datapine trial with datapine and experience the business-boosting power of Salesforce reports and dashboards first-hand. A portfolio provides a platform to highlight your best work. You're reading the postings on LinkedIn and every one asks for 2+ years of Salesforce experience. Its important you include a background which showcases your qualifications, experience, and professional achievements. We hope that this provides you direction to creating your portfolio. . 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. Latest version 0.1.2. As Kelly continues to grow his experience and earn more credentials his portfolio can grow with him. Following along with the Trailhead . 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. Marketing Cloud APIs and SDKs. 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. Customize Theme. Join thousands just like you to receive a monthly dose of user adoption tips, innovation, and industry trends. When we say tell your story, we mean it. 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. Remember, the goal is to not overwhelm your viewer, but to direct them to the content you wish them to see. 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. Check out our 2018 case study on how we designed a Salesforce Community with Nonprofit Coordinating Committee of New York. Power your tuition assistance program with job-relevant certificates from leading universities. Create a Community. This is a great opportunity to show your learning achievements. Once youve picked your best Salesforce reporting tools visualizations, you should start to see an accessible mix of trends and patterns emerging. This FREE workshop provides you with Salesforce Portfolio samples and shows you how you can showcase your own work on the platform.. WORKSHOP INCLUDES. One method is to build a portfolio demonstrating your Salesforce skills. Use the sample code below as a model for your own call. Most of this success boils down to effective reporting. Connect the dots between marketing and sales. Set up sales processes, approval processes and notifications If you come from some other background, make up a business in that space. Design is inherently subjective, so simply saying I want it to look like Facebook isnt enough. 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. At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. There is also a default folder to store documents that are not related to any entity. Create Accounts of local venues, with Contacts of their booking managers. Your existing SOAP API integrations only function with the Classic tools in Marketing Cloud. 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. Have something to share? Thats mainly what people will build inspiration from: your own creativity. Example #3: Quirky, blunt & fun. 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. 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. Sales is a significant cog in any organizational wheel, and, as such, it commands a great deal of attention in a range of areas. Details in the video! Show your frontline internal paths to critical roles. You can add the following as a separate tab if you choose. 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. Additional features of the page include the ability to dedicate your gift and make a recurring donation (Make it monthly). Here we go! 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. This button displays the currently selected search type. 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. Include projects you have completed or are currently working on. 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. Idealist Consulting. This is true for companies with one-off sales, subscription pricing, recurring billing, and other revenue models. 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. Youll also be able to include all the supplemental details and information we outlined in options 1 and 2. Competing for a job in the Salesforce ecosystem is difficult! . 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. 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. Our outbound calls dashboard is one of our best Salesforce reporting tools. 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.
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