Lets talk about the initial appearance and design so your reader will feel intrigued to find out more, not overwhelmed by the content. 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 update your choices at any time in your settings. Uncover the power of spider charts with this complete guide including examples, best practices, and more! Remember, the goal is to not overwhelm your viewer, but to direct them to the content you wish them to see. 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. This approach includes all of the items from the option above and a resume. experience, training course completion documents, certifications, and Salesforce skills in one place. 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. Hes incorporated a flow to bring people through their journey depending on their separation date from the military. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. Every page, icon, picture, and blurb of text should also complement each other. The portfolio can be in a physical or electronic format, such as a website, PDF document, or hosted online. Go back to that Gliffy and consider simplifying your process. Latest version 0.1.2. With CPQ software, companies can reap the benefits of a . Third Floor Library Building Learn everything there is to know about the power of professional area charts. Within a couple of hours, he'd already built his portfolio. It's actually very simple. 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. Add Data. In today's world, inbound sales and marketing efforts are as valuable as outbound lead-generating activitiesperhaps even more so. Its your site, a canvas to work with, and your chance to share it with the world. 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. Practice, What to expect once you publish your Salesforce portfolio, Student success story: Arun Valiyaveettil Ipe. What is Salesforce? - What does Salesforce do? - Salesforce.com Have something to share? 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. Salesforce reports are the way to get aheadand stay aheadof the game. UPDATE July 24, 2020: I've been so impressed with people's portfolios. Using your Salesforce skills to create your own web site to showcase your Salesforce skills and more! Youll also be able to include all the supplemental details and information we outlined in options 1 and 2. United Kingdom Marketing Cloud APIs and SDKs. This can cause user adoption issues internally, but also creates a major challenge if you link Salesforce to payment pages, Communities, or other password-protected pages. This page was built for Habitat for Humanity to track hours, volunteer commitments, and requirements, which vary depending on different volunteer locations. And a big thank you to Kelly Skelton for being the first person to take the new module! We have created an introductory Experience Cloud site to help guide you to set up the backbone of your site. When I was a student, I was learning about Salesforce on my own using Trailhead and thought why not get more hands-on and really explore the platform? Explore our guide to choosing the right types of graphs and charts to help you with your efforts. 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 Using Experience Cloud - LinkedIn So, what Salesforce reporting tools do we use? When interacting with Salesforce report software, many sales teams or executives make the mistake of only looking at real-time insights or exclusively examining historical data to hone in on trends or patterns. Portfolio | Marketing Cloud APIs and SDKs | Salesforce Developers Thats mainly what people will build inspiration from: your own creativity. https://kellymskelton-developer-edition.na135.force.com/portfolio/s/. So focus on not giving that same experience. Its important you include a background which showcases your qualifications, experience, and professional achievements. It was an amazing experience that challenged and excited me. Salesforce generously provides multiple playgrounds, so the question becomes, what to put in them? He has two terrific projects, one of our favorites is his Klips for Kids, which provides kid-safe movies for those under 13. Working with a balanced mix of sales-focused KPIs, this dynamic dashboard not only serves up digestible visuals that empower users to make swift data comparisons, but it also offers a depth of insight into the sales cycle, lead processing time, and top-order values. After you enable Digital Experiences, the system automatically assigns you a domain name. 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. It offers an engaging, sharable, and interactive tour for those visiting his portfolio. In fact, you should adopt three data analysis strategies: Thinking of the long-term as well as the short-term will give your reporting efforts direction, ensuring that you enjoy the best possible return on investment (ROI) from all of your analytical activities. Join thousands just like you to receive a monthly dose of user adoption tips, innovation, and industry trends. 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! Ashley one day sent me a link to a web site she'd created on Salesforce, and I thought it was brilliant! See examples and a list of best practices here! 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. A portfolio doesnt limit your ability to showcase your experience and hands-on ability. I loved the Trailhead module and I'm about to create another Digital Experience community for my own personal portfolio (2.0 I guess). Be sure that you have permission to use an image that isn't yours. 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? At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. 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. Your business may use a single Customer 360 app, or a combination of many. Interested in more great examples of custom Salesforce design? You can add the following as a separate tab if you choose. Salesforce is an incredibly powerful solution, but for all its strengths it has never been called pretty or user-friendly. But first, lets take a moment to understand the role of Salesforce reports in the business world. Workshop: Build Your Salesforce Portfolio on Experience Cloud Salesforce Lory 2.5K views 8 months ago An Awesome Dataloader for Salesforce! This FREE workshop provides you with Salesforce Portfolio samples and shows you how you can showcase your own work on the platform.. <span style="">&lt;span style=""&gt;&amp;lt;!--{cke_protected}{C}%3C!%2D%2Dtd {border%3A 1px solid %23ccc%3B}br {mso-data-placement%3Asame-cell%3B}%2D%2D%3E--&amp;gt;&lt;/span&gt;</span> We use cookies to ensure that we give you the best experience on our website. I take you through a list of different portfolio styles and tools that can be beneficial to you. Your portfolio is a way to tell a story and showcase your soft skills, but most importantly, to show the powerful you. Finally, be flexible. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. How to Create a Standout Salesforce Resume + FREE TEMPLATES What is CPQ, or Configure, Price, Quote? - Salesforce.com My community included information about me, assignments from classes, clubs, and activities I was involved in, and memories from volunteer opportunities. Sales reports in Salesforce help companies to scale and grow. Salesforce reporting tools are the vessel to help you do just that. 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. Build Your Portfolio Site on Salesforce | Salesforce Ben 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. by Jason Howard and Lily Malota | Jan 20, 2023 | Salesforce. Equip your workforce with digital skills needed for the future of work. Create a Portfolio Site Unit | Salesforce Trailhead 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. Also: Win a chance at a portfolio review session! Doing so will boost productivity, optimize lead response times, boost conversion rates, and, ultimately, bulk up your bottom line. Privacy Policy Terms of Use Accessibility Job Applicant Privacy Copyright 2022 Pathstream Inc. . 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. But if you want to enjoy the full data-crunching capabilities of Salesforce reporting, working with multiple dashboards is essential. Lets start building a portfolio together through Salesforces Experience Cloud to help build your story! You can also take this time to add in a quick link to your resume. 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. 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. 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. As Kelly continues to grow his experience and earn more credentials his portfolio can grow with him. Option 1: Build a traditional portfolio with a touch of Salesforce flavor. Customize Theme. Youve decided to organize a local walk/run for charity. Use the sample code below as a model for your own call. Check out our 2018 case study on how we designed a Salesforce Community with Nonprofit Coordinating Committee of New York. Sharing a well-crafted and comprehensive Salesforce portfolio with hiring managers can increase your chances of. 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. Now that youve shown the viewer your strengths and knowledge, they will be intrigued to learn more about you. . Before we start, lets talk about the reasons for building a portfolio. r/salesforce - Project ideas for "portfolio"? What would be a good way As you know, a one-page resume doesnt always highlight everything about you. 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. The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. Were on a mission to give everyone access to a meaningful career. ClickLaunchto open the Trailhead Playground in a new browser tab (login required). 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. 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. How do you show your experience, before you HAVE experience? 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. 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. 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. 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. Its goal is to enhance critical elements of a business, including marketing, sales, commerce, and service. When you've got everything set up, you can see the stubbing in action. Basically, recruiters and hiring managers are eager to see them! 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. GL20 5NX. Say youre just starting your career as a Salesforce Admin. 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. One advantage that you have over Facebook is that your site doesnt have to appeal to everyone, just your specific audience. 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. BUT! Ashley entered the Dreamforce 2018 Case contest along with her friends Rachel Ream, Alyssa Ream, and Ashley Stahl. sizetoscale 6 mo. Click the Setup Gear and select Service Setup. Tell me all about it down in the comments below! Consider subscribing to Apps for Admins using this Link! Salesforce Portfolio Is a Valuable Asset You need a portfolio. You make the decision on how you want to architect, design, and create your page to tell your story best. Click +New Blank Page. Join our group of 500+ trusted guest posters Click here to start the conversation. Its important to keep this area as straightforward as possible. Client application for the bulk import or export of data. Yes, it takes time, effort, thoughtfulness, creativity, and many other skills to put together a portfolio. Create a Portfolio Object | Marketing Cloud APIs and SDKs - Salesforce We will create a custom community in Salesforce and customize it to create the Portfolio. 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. Think of your audience and the type of user experience you want to provide. The best way many of us learn is by hands-on experience, so tune in and get some ideas and inspiration for your project! 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. 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. Create Your Pages. 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 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. Salesforce Reports Examples, Templates & Reporting Tools - datapine Band equipment sales, geology studies as a service, happy to help riff biz ideas if you're from some other background. While we recommend digital due to the flexibility of online portfolios, you need to decide on your format. In this project, you create a personal website and add a personal portfolio to help share your skills and grow your career. On the Home tab, click the down arrow next to the Page Properties icon. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Salesforce Ben Set up sales processes, approval processes and notifications If you come from some other background, make up a business in that space. 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. This can be done through a portfolio. We have worked with many clients to alter the user interface and look and feel of Salesforce solutions, from donation pages to Salesforce Communities. Use Products for your band merch. It may also include screenshots or other forms of media that demonstrate your work and its impact on the organization. A couple of years ago I met a student from Illinois State University named Ashley Weihe. #44 - 7 Portfolio Examples That'll Blow Your Mind! Power and proficiency in one neat package. Create Accounts of local venues, with Contacts of their booking managers Create Opportunities for shows Use Products for your band merch. 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. Select New Page at the bottom of the menu. This data all flows through from Salesforce objects and gives volunteers a quick view of their history with the organization. Build your Salesforce Personal Portfolio. Salesforce Administrator Certified | Trailhead Ranger | 8x Superbadges | USMC Veteran. OK, let's get started by turning on Experiences. Salesforce Developer Resume Samples | Velvet Jobs First, focus on understanding this: once someone arrives on your page, do they have the resources and tools they need to comprehend the information you are putting before them? Customer 360 - Complete Salesforce Products & Software Suite This is one of the most important pages. 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. 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. All right Trailblazer, now that you have learned about best design practices, lets start building your portfolio! A big thank you to Ashley Weihe for her inspiration and hard work to make this module come to life. Lets build the basics of what your portfolio needs so we can tell the readers your story. Note: For this section, I am going to be showcasing Nick Maios outstanding portfolio. Add Pages to Your Site Unit | Salesforce Trailhead Make Sales processes, web-to-lead, and lead conversion field mapping. Access the objects created with the new Content Builder tools using the REST API. The project guides you through the steps of creating a resume website with the Salesforce platform. After such a great response, I created this form: sfdc.co/sfportfolio to help me capture all the awesomeness. Modern portfolios are part of what keeps the Salesforce ecosystem fun and attractive to so many. This button displays the currently selected search type. Solutions used by leading consumer banks to power internal mobility. Its important to demonstrate that journey as you step into the Salesforce industry and continue to advance. 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. But remember: youre not Facebook. 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. 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. This defines where content on your page is displayed. 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. How to Create a Salesforce Portfolio Land a Job with an - YouTube Here are some examples of recent projects weve built for clients to inspire you. This was the inspiration for a new Trailhead Module that Ashley and I worked on together called "Build your Personal Portfolio on Salesforce". Want to test a Salesforce reporting software for free? Select Accept to consent or Reject to decline non-essential cookies for this use. Salesforce + marketing Choose a content layout. 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. It is usually tailored to the specific audience or job you are applying for. The first of our Salesforce reporting tips comes in the form of defining your goals. Emulate what you love, but be realistic; you likely dont have the resources to do what theyre doing. These screenshots should depict features and capabilities you have learned along your path and be presentable enough to embed into your resume. *Note: Another way to facilitate a simpler version of this type of experience would be to show visualforce components behind a login page. There is also a default folder to store documents that are not related to any entity. 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? About A node.js module for interaction with the SFDC REST API. 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. 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. Option 3: Build your portfolio on Salesforce to create a fun interactive way to showcase your talent. Before we had interactive options, this approach was an effective strategy for building a Salesforce 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. So, what tools are most effective for Salesforce reporting? We hope that this provides you direction to creating your portfolio. Build your Salesforce Personal Portfolio by Mohamed Magdi - Prezi Workshop Replay; Slide Deck; Sample Salesforce Portfolios and Links; Google Hack to Find More Portfolio Samples; Trailhead Module for Building a Portfolio; In todays digital world, theres such a great opportunity to showcase the skills, experience, and projects youre working on or have completed. 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. Leverage an all-in-one platform that transforms your frontline workforce into future-ready talent. 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. This is a shot of a custom Salesforce page that trainers and coaches login to track attendance and push out messages. I built my portfolio, please check it out https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s This way, you can position yourself in the best way to get hired. This button displays the currently selected search type. Click Standard Page. Fortunately, datapines modern BI dashboard software offers 24/7 access to dynamic dashboards across multiple devices.