salesforce portfolio examples
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. So, what Salesforce reporting tools do we use? Make your portfolio more visible to potential employers and recruiters by including relevant keywords in your file names, descriptions, and content. 4X Salesforce Certified | Consultant | Salesforce Solutions Engineer | Certified Scrum Master | Business Analyst | Trailhead Ranger. 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. At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. 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. 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. This is an example of a customized Community we built for Airlink, a nonprofit Force For Change Grant recipient. 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? While we recommend digital due to the flexibility of online portfolios, you need to decide on your format. As such, KPIs are invaluable for benchmarking success and uncovering invaluable insights in key areas of the business. You can check it out here! - DataImporter Ike Wagh 565 views 9 months ago. This was the inspiration for a new Trailhead Module that Ashley and I worked on together called "Build your Personal Portfolio on Salesforce". It's a daunting task, but Salesforce created a tool to make it simple and intuitive (thanks Salesforce!) Use Products for your band merch. The best way many of us learn is by hands-on experience, so tune in and get some ideas and inspiration for your project! Once you have your core idea, you can find many ways to apply what you know. This area is Workspaces where you customize and administer your site. 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. 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. OK, let's get started by turning on Experiences. Each document is stored in a folder in SharePoint that has the name of the entity it is related to in Salesforce. To complete this project, you need a free Trailhead Playground or Developer Edition org. salesforce Portfolio View salesforce relevant projects and online portfolio examples shared by CakeResume's users. 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. 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. Sharing a well-crafted and comprehensive Salesforce portfolio with hiring managers can increase your chances of. Client application for the bulk import or export of data. Key performance indicators (KPIs) are an integral part of the report-building process. 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? Have something to share? But if you want to enjoy the full data-crunching capabilities of Salesforce reporting, working with multiple dashboards is essential. This is also a great opportunity to connect with the Trailblazer Community. This defines where content on your page is displayed. Click Standard Page. Salesforce report is a management tool that offers a visual representation of essential sales-based data through a centralized cloud-based reporting platform. United Kingdom Following along with the Trailhead Module and Bradley Rice's videos, I was easily able to create and polish this site within an hour. Show your frontline internal paths to critical roles. Kelly included his education, certifications, volunteer experience, and more - information that you can't express on your rsum. 4. 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. Your portfolio is a way to tell a story and showcase your soft skills, but most importantly, to show the powerful you. While you may not have on-the-job experience using Salesforce, with a little creativity, you can still show potential employers that you are an out-of-the-box thinker while showing off your Salesforce skills. *Note: Another way to facilitate a simpler version of this type of experience would be to show visualforce components behind a login page. These dynamic Salesforce reporting tools are designed to enhance the value of the platforms insights while improving sales intelligence and strategy across the board. Transform your business by building a tech savvy workforce. Click +New Blank Page. Also: Win a chance at a portfolio review session! By Bernardita Calzon in Dashboarding, Apr 1st 2021. Customized Event Management (Salesforce Communities) Here is another example of customizing Communities: in this case through an event check-in and management tool we built for The Mission Continues to allow remote platoon leaders to lead local events. This FREE workshop provides you with Salesforce Portfolio samples and shows you how you can showcase your own work on the platform.. WORKSHOP INCLUDES. Click any example below to run it instantly! 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. Or perhaps youre y, Help you tell your Salesforce platform story. Lets talk about the initial appearance and design so your reader will feel intrigued to find out more, not overwhelmed by the content. 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. You can find it at the bottom of this page. Customer 360 is the breadth of Salesforce technology one integrated CRM platform to bring your company and customers together from anywhere. Both of these approaches are correct (and essential), but for real reporting success, you need to adopt both analytical methods consistently. 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. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. Click the Setup Gear and select Service Setup. 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. Modern portfolios are part of what keeps the Salesforce ecosystem fun and attractive to so many. Well be looking at two examples to help us with this. Think of your audience and the type of user experience you want to provide. Tell me all about it down in the comments below! Consider subscribing to Apps for Admins using this Link! Sun Street Make Sales processes, web-to-lead, and lead conversion field mapping. So, what tools are most effective for Salesforce reporting? Customer 360 unites your marketing, sales, commerce, service, and IT departments with shared, easy-to-understand data on one integrated CRM platform. You want to create a call to action: how can they learn more? She included photos, links to her projects, volunteering, on-campus and off-campus activities, and more. Youve decided to organize a local walk/run for charity. 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. 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. When you work with a consulting partner to build something thats intuitive to your process, you wont have to spend too much time training. If you can make your data universally understood, you will empower people to use it to their advantage. How can they take the next step and dig deeper into your work? Best case, you get invited to share your Salesforce portfolio at the next Dreamforce event! In the modern business age, transparency is one of the key components of ongoing growth and success. Interested in more great examples of custom Salesforce design? Option 1: Build a traditional portfolio with a touch of Salesforce flavor. By gaining access to this wealth of information with the help of a dashboard software, you will be able to pounce on opportunities faster, nurture leads more effectively, and ultimately, boost brand awareness as well as your bottom line. Publish and share it! Tailor your portfolio to the specific audience and highlight the skills and experience more relevant to that audience. Ultimate Guide to Getting a Salesforce Job, Complete Guide to Salesforce Record Types, 6 Free Salesforce Career & Certification Courses for 2023, 21 Features Every Salesforce Professional Should Know, Salesforce Campaigns: 20+ Things You Should Know, Salesforce Strategy Designer Certification Guide & Tips, Salesforce Consultant Salary Guide (Earn More in 2023), Salesforce Opportunity History vs. Create a Community. 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. Using your Salesforce skills to create your own web site to showcase your Salesforce skills and more! 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. High-five, trailblazer! Youve just created your custom domain. Say you are a musician in a band, and occasionally play gigs in town. Interested in more great examples of custom Salesforce design? Remember, the goal is to not overwhelm your viewer, but to direct them to the content you wish them to see. 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. This page contains information about retrieving and selecting object contained within the Portfolio and associated subfolders of a given Marketing Cloud account. These screenshots should depict features and capabilities you have learned along your path and be presentable enough to embed into your resume. 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. This button displays the currently selected search type. https://kellymskelton-developer-edition.na135.force.com/portfolio/s/. 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. 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. Select New Page at the bottom of the menu. Bonus, you get to show off your NPSP skills! Use it to insert, update, delete, or export Salesforce records. It helps teams work better together. Where can you be reached? Thanks for the info and the inspiration Amanda Bauman, Ashley Weihe, and Kelly Michael Skelton! Ashley entered the Dreamforce 2018 Case contest along with her friends Rachel Ream, Alyssa Ream, and Ashley Stahl. This page was built for College Track to manage volunteer check-ins at six different locations. But remember: youre not Facebook. When we say tell your story, we mean it. Your existing SOAP API integrations only function with the Classic tools in Marketing Cloud. And you deserve to. CD, t-shirts, cell phone pockets with your logo? Develop an inclusive business powered by diverse internal talent. Kapil Oct 8, 2020. Lets build the basics of what your portfolio needs so we can tell the readers your story. Find a way to implement it in your portfolio. We will create a custom community in Salesforce and customize it to create the Portfolio. This can be done through a portfolio. 2,711 Views. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. Ashley one day sent me a link to a web site she'd created on Salesforce, and I thought it was brilliant! ago Once you build your Salesforce portfolio, share it with your network, potential employers, and recruiters. We hope that this provides you direction to creating your portfolio. Like most things in the Salesforce world, there are at least three ways to accomplish this. It is usually tailored to the specific audience or job you are applying for. By providing every member of your sales team with Salesforce-based report analytics training and giving them the right permissions, you will ensure that everyone in the department benefits from the data and offers direct value to their tasks, aims, or goals. csv-import-example (forked) c.luro. Data are just summaries of thousands of storiestell a few of those stories to help make the data meaningful.Chip & Dan Heath. By improving team communications and productivity, businesses drive greater success. Equip your workforce with digital skills needed for the future of work. . All Rights Reserved. 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. Gloucestershire 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? Go back to that Gliffy and consider simplifying your process. Provide some inspiration sites/functionality to your designer/consultant. Use this online salesforce playground to view and fork salesforce example apps and templates on CodeSandbox. Connect the dots between marketing and sales. Its important to demonstrate that journey as you step into the Salesforce industry and continue to advance. Leverage an all-in-one platform that transforms your frontline workforce into future-ready talent. 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. 2.6K views 2 years ago Make your Salesforce Portfolio POP! The repository can be hosted on free cloud storage platforms such as Google Drive, Box, or Dropbox and should be easily accessible via a public link. He has two terrific projects, one of our favorites is his Klips for Kids, which provides kid-safe movies for those under 13. 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. 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. Salesforce reports are the way to get aheadand stay aheadof the game. If you're interested in creating your own portfolio, I would highly recommend using Salesforce's built in tool. Design is inherently subjective, so simply saying I want it to look like Facebook isnt enough. I didn't realize the history behind the module before today though. Knowledge has become the key economic resource and the dominant, if not the only, source of competitive advantage.Peter F. Drucker. Build Your Personal Portfolio on Salesforce, Trailhead: Build a Custom Theme Layout Component for Experience Builder Sites. Power your tuition assistance program with job-relevant certificates from leading universities. Include projects you have completed or are currently working on. The design and aesthetics of your portfolio are important; you want to ensure your audience can navigate the platform without feeling overwhelmed. After such a great response, I created this form: sfdc.co/sfportfolio to help me capture all the awesomeness. Say youre just starting your career as a Salesforce Admin. 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. 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. It's actually very simple. Salesforce portfolios accomplish 3 goals: Now were ready to discuss how you create a Salesforce portfolio. 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. 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. 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. Check out our 2018 case study on how we designed a Salesforce Community with Nonprofit Coordinating Committee of New York. Create Accounts of local venues, with Contacts of their booking managers. Sales reports in Salesforce help companies to scale and grow. Build your Salesforce Personal Portfolio. Latest version 0.1.2. And you are too! ~ Ashley, The very next day, student leader Kelly Michael Skelton, whom I met during a visit to UMass Lowel, dropped me a text to say he was working on the module. Many also answered that when it comes to portfolios, clarity and detail are two of the most important factors for recruiters and hiring managers alike. This data all flows through from Salesforce objects and gives volunteers a quick view of their history with the organization. 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. 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. This uses Wordpress as the content server, allowing clients to easily input updates which then translate into this Visualforce page. I was excited to see what Kelly came up with for his personal portfolio. When expanded it provides a list of search options that will switch the search inputs to match the current selection. This is the very foundation of crafting effective sales reports in Salesforce. Now that youve shown the viewer your strengths and knowledge, they will be intrigued to learn more about you. Make a copy Learn about Prezi. 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. Learn more in our Cookie Policy. Salesforce is an incredibly powerful solution, but for all its strengths it has never been called pretty or user-friendly. 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. All right Trailblazer, now that you have learned about best design practices, lets start building your 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. 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 know the bar is high now from examples 1 & 2 with them being interactive and mind blowingly creative. Opportunity Field History. We have created an introductory Experience Cloud site to help guide you to set up the backbone of your site. But first, lets take a moment to understand the role of Salesforce reports in the business world. Along with the technical skills youll pick up on the way, you get to build your personal brand and acquire soft skills, as well as showcase a high level of professionalism and further understanding of the Salesforce platforms capabilities. Check out our 2018 case study on how we designed a Salesforce Community with Nonprofit Coordinating Committee of New York. He is a great example to follow and may inspire you on your creative journey. This community allows external users (in this case, Airlinks nonprofit partners) the ability to enter requests for airline donations. 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 + marketing By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. Check it out below: Nick Maio Portfolio: Military Transition Guide. Marketing Cloud has a new model for storing, finding, managing, creating, sharing, and distributing all content-related objects. Our outbound calls dashboard is one of our best Salesforce reporting tools. In this video, we'll look at different Salesforce portfolios, styles, and tools to help you create your own. Despite the fact that Salesforce reporting tools are designed to handle vast amounts of data from a variety of sources, if you overload your dashboards with information, they will offer little value. Its important you include a background which showcases your qualifications, experience, and professional achievements. 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. Ensure your user experience is enjoyable and that it contains a call to action. Another great example is Amos Go. 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. You can add the following as a separate tab if you choose. We should not only use the brains we have but all that we can borrow.Woodrow Wilson. The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. Just thought I'd breathe a little life into this intriguing articleI definitely think it's worth the attention! 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. I built my portfolio, please check it out https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s OK, lets get started by turning on Experiences. Its better to have space so a viewer isnt overwhelmed. Marketing Cloud APIs and SDKs. Lets start building a portfolio together through Salesforces Experience Cloud to help build your story! A Salesforce portfolio is a collection of projects and other relevant information highlighting, Say youre just starting your career as a Salesforce Admin. Examples of skill keywords include data management, business processes, training users, creating reports, implementing, designing, etc. This is a shot of a custom Salesforce page that trainers and coaches login to track attendance and push out messages. A portfolio provides a platform to highlight your best work. Name the file portfolio_header and ensure it is of the type "jpg". Before we had interactive options, this approach was an effective strategy for building a Salesforce portfolio. 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. Collect all the materials youll need to demonstrate your. Salesforce reporting tools are the vessel to help you do just that. If you follow these steps, you wont have to teach people how to use your site: it is built and should work in an intuitive, user-friendly way. It offers an engaging, sharable, and interactive tour for those visiting his portfolio. CD, t-shirts, cell phone pockets with your logo? 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. Remember, including these special achievements is another way to show off your qualifications, skills, and hands-on experience with Salesforce. How do you stand out among your peers? He did this by getting hands-on experience, which resulted in creating a portfolio with all his projects illustrating his coding and architecture background. You can follow along with the demo below. the photos? I loved the Trailhead module and I'm about to create another Digital Experience community for my own personal portfolio (2.0 I guess). Lastly, focus on not adding too much decoration or images, and not lumping your material together. 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. There are several cloud-based Salesforce reporting tools available to businesses today, most of which integrate into the platform seamlessly to offer an extra layer of depth regarding insight and functionality. Its still a relevantand effectivelead generation tool, provided you manage your outbound communications strategies wisely. Learn how students upskilled their career. The portfolio can be in a physical or electronic format, such as a website, PDF document, or hosted online. What you will learn : Enable Communities. Tewkesbury Reduce churn. Take a quick look around. 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. 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. In addition to the check-in visible here, platoon leaders can also post new events and easily enter details and share with the appropriate people for their region. A portfolio doesn't limit your ability to showcase your experience and hands-on ability. 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.
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