salesforce portfolio examples
These dynamic Salesforce reporting tools are designed to enhance the value of the platforms insights while improving sales intelligence and strategy across the board. After such a great response, I created this form: sfdc.co/sfportfolio to help me capture all the awesomeness. Set up sales processes, approval processes and notifications If you come from some other background, make up a business in that space. You want to give them something different, relatable, and inspirational. 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. This brings us to tip number three. Build Your Personal Portfolio on Salesforce, Trailhead: Build a Custom Theme Layout Component for Experience Builder Sites. The project guides you through the steps of creating a resume website with the Salesforce platform. Doing so will boost productivity, optimize lead response times, boost conversion rates, and, ultimately, bulk up your bottom line. If you can make your data universally understood, you will empower people to use it to their advantage. Think of it as show and tell. Power and proficiency in one neat package. He has two terrific projects, one of our favorites is his Klips for Kids, which provides kid-safe movies for those under 13. Details in the video! And a big thank you to Kelly Skelton for being the first person to take the new module! 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. You can find it at the bottom of this page. This page was built for Habitat for Humanity to track hours, volunteer commitments, and requirements, which vary depending on different volunteer locations. This was the inspiration for a new Trailhead Module that Ashley and I worked on together called "Build your Personal Portfolio on Salesforce". United Kingdom 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? Lets begin by forming the very foundations of your Salesforce data reporting effortsdefining your businesss specific aims and goals. Kapil Oct 8, 2020. See examples and a list of best practices here! But first, lets take a moment to understand the role of Salesforce reports in the business world. 22 Weekly Downloads. KPI software will help you track, measure, and analyze specific pockets of data. Leverage an all-in-one platform that transforms your frontline workforce into future-ready talent. When expanded it provides a list of search options that will switch the search inputs to match the current selection. Salesforce Administrator Certified | Trailhead Ranger | 8x Superbadges | USMC Veteran. You can check it out here! 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. This button displays the currently selected search type. Uncover the power of spider charts with this complete guide including examples, best practices, and more! For this exercise, choose Flexible Layout. Competing for a job in the Salesforce ecosystem is difficult! The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. 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. But remember: youre not Facebook. 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. And you deserve to. 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. Create Your Pages. Another effective way of maximizing the value of your Salesforce reports efforts is by using an online analysis tool to give your entire department access to the dashboards that are most relevant to their roles. 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. Customer 360 is the breadth of Salesforce technology one integrated CRM platform to bring your company and customers together from anywhere. I loved the Trailhead module and I'm about to create another Digital Experience community for my own personal portfolio (2.0 I guess). It offers an engaging, sharable, and interactive tour for those visiting his portfolio. My community included information about me, assignments from classes, clubs, and activities I was involved in, and memories from volunteer opportunities. Remember, including these special achievements is another way to show off your qualifications, skills, and hands-on experience with Salesforce. . Ensure you become the customer relationship management professional you want to become. Your existing SOAP API integrations only function with the Classic tools in Marketing Cloud. He is a great example to follow and may inspire you on your creative journey. *Note: Another way to facilitate a simpler version of this type of experience would be to show visualforce components behind a login page. 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. Check out these four ways to supercharge your online portfolio. She included photos, links to her projects, volunteering, on-campus and off-campus activities, and more. This can be done through a portfolio. Now that youve shown the viewer your strengths and knowledge, they will be intrigued to learn more about you. Consider who will see your portfolio (potential employers or clients). Lastly, focus on not adding too much decoration or images, and not lumping your material together. Like most things in the Salesforce world, there are at least three ways to accomplish this. Command-line interface that simplifies development and build automation. Make your own online portfolio for free! ago Be specific. High-five, trailblazer! Before we had interactive options, this approach was an effective strategy for building a Salesforce portfolio. There are two ways you can create your homepage, and each approach will give the viewer a great overall user experience. You can add a number of other sections to your portfolio too, especially if they offer the reader an opportunity to learn more about you. This defines where content on your page is displayed. experience, training course completion documents, certifications, and Salesforce skills in one place. Use the sample code below as a model for your own call. Be proud of your work! In this project, you create a personal website and add a personal portfolio to help share your skills and grow your career. This area is Workspaces where you customize and administer your site. Using your Salesforce skills to create your own web site to showcase your Salesforce skills and more! Airlink is a rapid-response humanitarian relief organization that links airlines with pre-qualified nonprofits. 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. 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. With CPQ software, companies can reap the benefits of a . Check out our 2018 case study on how we designed a Salesforce Community with Nonprofit Coordinating Committee of New York. . Third Floor Library Building This approach includes all of the items from the option above and a resume. Ready to shine a spotlight on yourself? We have created an introductory Experience Cloud site to help guide you to set up the backbone of your site. 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. 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. Understand the value of data types with this beginner's introduction! 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. Examples of skill keywords include data management, business processes, training users, creating reports, implementing, designing, etc. Follow these tips to start with the backbone of your portfolio, then get creative and separate yourself from the crowd. 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. Weve put together this guide to help you create an amazing Salesforce portfolio. As you know, a one-page resume doesnt always highlight everything about you. Lets talk about the initial appearance and design so your reader will feel intrigued to find out more, not overwhelmed by the content. 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. 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. Workshop: Build Your Salesforce Portfolio on Experience Cloud Salesforce Lory 2.5K views 8 months ago An Awesome Dataloader for Salesforce! Abduls. Include projects you have completed or are currently working on. In the modern business age, transparency is one of the key components of ongoing growth and success. - DataImporter Ike Wagh 565 views 9 months ago. 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? Design is inherently subjective, so simply saying I want it to look like Facebook isnt enough. 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. Salesforce + marketing Tell me all about it down in the comments below! Consider subscribing to Apps for Admins using this Link! So focus on not giving that same experience. Modern portfolios are part of what keeps the Salesforce ecosystem fun and attractive to so many. By the end of this project, youll have your own portfolio to shine a spotlight on your skills and achievements. Band equipment sales, geology studies as a service, happy to help riff biz ideas if you're from some other background. Customize Theme. Use it to insert, update, delete, or export Salesforce records. Most of this success boils down to effective reporting. Go back to that Gliffy and consider simplifying your process. Create Accounts of local venues, with Contacts of their booking managers. Before sharing our tips for building a portfolio, lets warm up to this idea by understanding the why-how-what behind creating a portfolio. OK, let's get started by turning on Experiences. Gloucestershire 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. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. 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. To do so, you should ask for periodical feedback on the functions and design of your reports and use existing data to make tweaks and improvements that ensure that you get the best return on investment for your efforts. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. A big thank you to Ashley Weihe for her inspiration and hard work to make this module come to life. Add Data. The best way many of us learn is by hands-on experience, so tune in and get some ideas and inspiration for your project! 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. Thanks to our architect Franklin Joyce for sharing his expertise and examples for this post. It's a daunting task, but Salesforce created a tool to make it simple and intuitive (thanks Salesforce!) 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. 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! 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. Your portfolio is a way to tell a story and showcase your soft skills, but most importantly, to show the powerful you. Show your frontline internal paths to critical roles. Salesforce portfolios accomplish 3 goals: Now were ready to discuss how you create a Salesforce portfolio. It typically includes examples of Salesforce customization and development work that you have completed, such as custom objects, Apex code, visualforce pages, and Lightning components, as well as any certifications or training you have received. Use this online salesforce playground to view and fork salesforce example apps and templates on CodeSandbox. This is the very foundation of crafting effective sales reports in Salesforce. 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. Connect the dots between marketing and sales. 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. Publish and share it! Tailor your portfolio to the specific audience and highlight the skills and experience more relevant to that audience. Do not have an overly complex or distracting layout (pictures, popups, strong colors). 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. This FREE workshop provides you with Salesforce Portfolio samples and shows you how you can showcase your own work on the platform.. WORKSHOP INCLUDES. Once youve picked your best Salesforce reporting tools visualizations, you should start to see an accessible mix of trends and patterns emerging. CD, t-shirts, cell phone pockets with your logo? 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. We will create a custom community in Salesforce and customize it to create the Portfolio. Privacy Policy Terms of Use Accessibility Job Applicant Privacy Copyright 2022 Pathstream Inc. So, what Salesforce reporting tools do we use? Each document is stored in a folder in SharePoint that has the name of the entity it is related to in Salesforce. Interested in more great examples of custom Salesforce design? Note: For this section, I am going to be showcasing Nick Maios outstanding 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. Youll also be able to include all the supplemental details and information we outlined in options 1 and 2. Salesforce is a robust analytical tool with the power to help businesses of every shape and size achieveor even exceed their goals consistently. Managing your inbound initiatives efficiently is critical if you want to succeed in the long run. When expanded it provides a list of search options that will switch the search inputs to match the current selection. As Kelly continues to grow his experience and earn more credentials his portfolio can grow with him. 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. In the digital age, the art of sales is more multidimensional than ever before. Marketing Cloud APIs and SDKs. One advantage that you have over Facebook is that your site doesnt have to appeal to everyone, just your specific audience. salesforce Portfolio View salesforce relevant projects and online portfolio examples shared by CakeResume's users. Option 2: Customize your resume and supplement it with a bio that spotlights your personality. If you are willing to share your link with me, please complete this super quick form. Collect all the materials youll need to demonstrate your. by Jason Howard and Lily Malota | Jan 20, 2023 | Salesforce. This page was built for College Track to manage volunteer check-ins at six different locations. There are immediate benefits to be gained by building your portfolio on Salesforce. Welcome students and career seekers! Practice, What to expect once you publish your Salesforce portfolio, Student success story: Arun Valiyaveettil Ipe. 6 Stunning Examples of Custom Salesforce Design, this blog on connecting your website to your database. 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. About A node.js module for interaction with the SFDC REST API. 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. Yes, it takes time, effort, thoughtfulness, creativity, and many other skills to put together a portfolio. Join thousands just like you to receive a monthly dose of user adoption tips, innovation, and industry trends. It allows you to tell your story with pictures and videos, making it more engaging. Finally, be flexible. This is a great opportunity to show your learning achievements. Customer 360 unites your marketing, sales, commerce, service, and IT departments with shared, easy-to-understand data on one integrated CRM platform. Choose a content layout. Step 3 - Test it out. This is an opportunity to show the reader your technical ability, creative mind, future goals, and most importantly, its a way for them to connect with you. Are you ready to get creative? I built my portfolio, please check it out https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s Winners to be chosen by the first week of January! 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. A couple of years ago I met a student from Illinois State University named Ashley Weihe. Client application for the bulk import or export of data. And document, document, document, so that you remember later what you did! In today's world, inbound sales and marketing efforts are as valuable as outbound lead-generating activitiesperhaps even more so. Both of these approaches are correct (and essential), but for real reporting success, you need to adopt both analytical methods consistently. Set up your band mates so that one of them is the Manager, with a custom profile and at least one permission set. In this video, we'll look at different Salesforce portfolios, styles, and tools to help you create your own. Your portfolio will instantly demonstrate to employers that you are knowledgeable about the platforms best practices. This community allows external users (in this case, Airlinks nonprofit partners) the ability to enter requests for airline donations. Reduce churn. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. Power your tuition assistance program with job-relevant certificates from leading universities. 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. 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. 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. 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. I was excited to see what Kelly came up with for his personal portfolio. A Salesforce portfolio is a collection of projects and other relevant information highlighting, Say youre just starting your career as a Salesforce Admin. What is it about Facebook you likethe colors? Additional features of the page include the ability to dedicate your gift and make a recurring donation (Make it monthly). 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. I sent out a tweet last week for people to send me their portfolio links. Salesforce is an incredibly powerful solution, but for all its strengths it has never been called pretty or user-friendly. In addition to giving your organization increased business vision, Salesforce reports are also effective tools for fostering collaboration, communication, and senior buy-in. As humans, we have an affinity for visual information as our brains process it far more effectively than text-based data alone. 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. Marketing Cloud has a new model for storing, finding, managing, creating, sharing, and distributing all content-related objects. 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. 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. 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.
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