Following along with the Trailhead Module and Bradley Rice's videos, I was easily able to create and polish this site within an hour. Build your Salesforce Personal Portfolio. This is a cool take on how to jazz up your own personal portfolio and still add in a lot of creative elements. Migrate your existing data to our cutting-edge visualization tool, and youll not only benefit from better access to the insights that matter most; youll also witness your business grow faster than you ever thought possible. The first of our Salesforce reporting tips comes in the form of defining your goals. We hope that this provides you direction to creating your portfolio. KPI software will help you track, measure, and analyze specific pockets of data. Sharing a well-crafted and comprehensive Salesforce portfolio with hiring managers can increase your chances of. Features make adding Bootcamps, certifications, Clicked, and Salesforce Partner Learning Camp credentials easy. Yes, it takes time, effort, thoughtfulness, creativity, and many other skills to put together a portfolio. It is usually tailored to the specific audience or job you are applying for. As such, KPIs are invaluable for benchmarking success and uncovering invaluable insights in key areas of the business. 4. 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. You are bound to have a design crush on some sites youve come across: sometimes these are competitors, partners, or completely random websites that you just like the look of. We have created an introductory Experience Cloud site to help guide you to set up the backbone of your site. CD, t-shirts, cell phone pockets with your logo? - DataImporter Ike Wagh 565 views 9 months ago. Following along with the Trailhead . document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Salesforce Ben Or perhaps youre y, Help you tell your Salesforce platform story. OK, let's get started by turning on Experiences. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. When expanded it provides a list of search options that will switch the search inputs to match the current selection. Check out our 2018 case study on how we designed a Salesforce Community with Nonprofit Coordinating Committee of New York. Emulate what you love, but be realistic; you likely dont have the resources to do what theyre doing. Most of this success boils down to effective reporting. In today's world, inbound sales and marketing efforts are as valuable as outbound lead-generating activitiesperhaps even more so. In this portfolio, you can include details about yourself that you cant include in your resume. Where can you be reached? Once youve dedicated the time and effort to mapping out your user experience and are ready to follow the tips provided at the beginning of this post, youre ready to get going! Research, tools, events & more to improve frontline talent mobility. You can open up potential job opportunities by sharing your portfolio with members of the Trailblazer Community and recruiters. 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. Before sharing our tips for building a portfolio, lets warm up to this idea by understanding the why-how-what behind creating a portfolio. Remember that the Portfolio contains folders; if a folder is not specified, all Portfolio items for the account are returned. Many times a portfolio wont just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. Name the file portfolio_header and ensure it is of the type "jpg". One method is to build a portfolio demonstrating your Salesforce skills. Like most things in the Salesforce world, there are at least three ways to accomplish this. Be proud of your work! Option 1: Build a traditional portfolio with a touch of Salesforce flavor. 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. 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. . Your business may use a single Customer 360 app, or a combination of many. He has two terrific projects, one of our favorites is his Klips for Kids, which provides kid-safe movies for those under 13. 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. Each KPI represents a specific business function or process and is presented in a visual format that offers insights into trends, patterns, and performance. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. 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. Note: For this section, I am going to be showcasing Nick Maios outstanding portfolio. 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. Just thought I'd breathe a little life into this intriguing articleI definitely think it's worth the attention! Include projects you have completed or are currently working on. Publish and share it! In the modern business age, transparency is one of the key components of ongoing growth and success. In the digital age, the art of sales is more multidimensional than ever before. 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. As Kelly continues to grow his experience and earn more credentials his portfolio can grow with him. Your portfolio is a way to tell a story and showcase your soft skills, but most importantly, to show the powerful you. I built my portfolio, please check it out https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s Think about it this way: you have a few seconds to capture their attention, so by building a site that takes the individual to what they want to see is very important. So focus on not giving that same experience. Marketing Cloud has a new model for storing, finding, managing, creating, sharing, and distributing all content-related objects. Doing so will boost productivity, optimize lead response times, boost conversion rates, and, ultimately, bulk up your bottom line. The latest news, stories, and insights on career navigation and frontline retention. Examples of skill keywords include data management, business processes, training users, creating reports, implementing, designing, etc. 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. Thanks, it's a great idea!!! 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. Its goal is to enhance critical elements of a business, including marketing, sales, commerce, and service. Client application for the bulk import or export of data. All Rights Reserved. Winners to be chosen by the first week of January! Stay up to date on the latest in Salesforce - news, tips & career advice. These dynamic Salesforce reporting tools are designed to enhance the value of the platforms insights while improving sales intelligence and strategy across the board. This is a shot of a custom Salesforce page that trainers and coaches login to track attendance and push out messages. I sent out a tweet last week for people to send me their portfolio links. It helps teams work better together. Are you ready to get creative? I take you through a list of different portfolio styles and tools that can be beneficial to you. The design and aesthetics of your portfolio are important; you want to ensure your audience can navigate the platform without feeling overwhelmed. This is true for companies with one-off sales, subscription pricing, recurring billing, and other revenue models. Fortunately, datapines modern BI dashboard software offers 24/7 access to dynamic dashboards across multiple devices. Transform your business by building a tech savvy workforce. 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. At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. 22 Weekly Downloads. Make sure you do not overload your viewer this is your chance to visually tell a story about your bigger journey and get them excited to learn more. Or perhaps youre years down the career path shaping business processes and guiding the efforts of a global sales team. She included photos, links to her projects, volunteering, on-campus and off-campus activities, and more. Amosmade the leap into the tech industry, and he knew that in order to find a job, he had to stand out from the crowd. 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? 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. 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 project guides you through the steps of creating a resume website with the Salesforce platform. What is it about Facebook you likethe colors? Share your journey When Uber driver Abdul Sultani happened upon Dreamforce attendees as his passengers for the 2019 conference, his career journey changed significantly. 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. By Bernardita Calzon in Dashboarding, Apr 1st 2021. Here we go! The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. Have something to share? 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. It's a daunting task, but Salesforce created a tool to make it simple and intuitive (thanks Salesforce!) 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. 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? After you enable Digital Experiences, the system automatically assigns you a domain name. So, what tools are most effective for Salesforce reporting? This is the bread and butter of your portfolio. Think about it you wouldnt sit through a boring commercial, right? This button displays the currently selected search type. Learn how students upskilled their career. Consider who will see your portfolio (potential employers or clients). It offers an engaging, sharable, and interactive tour for those visiting his portfolio. Getting tons of likes and expanding your network if shared on social media. 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. 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. Complete a new Trailhead? Ashley entered the Dreamforce 2018 Case contest along with her friends Rachel Ream, Alyssa Ream, and Ashley Stahl. 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. Salesforce Administrator Certified | Trailhead Ranger | 8x Superbadges | USMC Veteran. Workshop Replay; Slide Deck; Sample Salesforce Portfolios and Links; Google Hack to Find More Portfolio Samples; Trailhead Module for Building a Portfolio; How do you stand out among your peers? Opportunity Field History. Interested in more great examples of custom Salesforce design? Privacy Policy Terms of Use Accessibility Job Applicant Privacy Copyright 2022 Pathstream Inc. 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. The point here is: Salesforce data is all-encompassing. Before we had interactive options, this approach was an effective strategy for building a Salesforce portfolio. 1. Our outbound calls dashboard is one of our best Salesforce reporting tools. Managing your inbound initiatives efficiently is critical if you want to succeed in the long run. 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. Your existing SOAP API integrations only function with the Classic tools in Marketing Cloud. Show your frontline internal paths to critical roles. On the Home tab, click the down arrow next to the Page Properties icon. As you know, a one-page resume doesnt always highlight everything about you. 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. 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. ago A portfolio doesn't limit your ability to showcase your experience and hands-on ability. 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? 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. When expanded it provides a list of search options that will switch the search inputs to match the current selection. 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. Take a quick look around. If you can make your data universally understood, you will empower people to use it to their advantage. Sales is a significant cog in any organizational wheel, and, as such, it commands a great deal of attention in a range of areas. Salesforce portfolios accomplish 3 goals: Now were ready to discuss how you create a Salesforce portfolio. Its still a relevantand effectivelead generation tool, provided you manage your outbound communications strategies wisely. Here are some examples of recent projects weve built for clients to inspire you. experience, training course completion documents, certifications, and Salesforce skills in one place. Choose a content layout. 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. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. You make the decision on how you want to architect, design, and create your page to tell your story best. 2023 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. To ensure you select the right data for your specific aims and needs, you should ask your sales team which info will help them improve their personal performance, as well as the overall output of the department. 2.6K views 2 years ago Make your Salesforce Portfolio POP! Its important to keep this area as straightforward as possible. Best case, you get invited to share your Salesforce portfolio at the next Dreamforce event! A Salesforce portfolio is a collection of projects and other relevant information highlighting, Say youre just starting your career as a Salesforce Admin. The page is set to refresh regularly, giving the impression of all the tablets talking together. 6 Stunning Examples of Custom Salesforce Design, this blog on connecting your website to your database. This area is Workspaces where you customize and administer your site. There are various internal add-ons, which are often quite basic and lack advanced analytics features and options. Salesforce reports are the way to get aheadand stay aheadof the game. It's actually very simple. 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. Use it to insert, update, delete, or export Salesforce records. 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. 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. Lets start building a portfolio together through Salesforces Experience Cloud to help build your story! 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. What does Salesforce do? About A node.js module for interaction with the SFDC REST API. Be sure that you have permission to use an image that isn't yours. 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. sizetoscale 6 mo. 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. Competing for a job in the Salesforce ecosystem is difficult! Customer 360 unites your marketing, sales, commerce, service, and IT departments with shared, easy-to-understand data on one integrated CRM platform. By the end of this project, youll have your own portfolio to shine a spotlight on your skills and achievements. Basically, recruiters and hiring managers are eager to see them! MM. Within a couple of hours, he'd already built his portfolio. https://trailhead.salesforce.com/content/learn/projects/install-nonprofit-success-pack-into-a-trailhead-playground/prepare-to-install-npsp, https://www.statista.com/forecasts/997050/hobbies-and-interests-in-the-us, CSPO | Business Analyst |Certified Project Manager| SAP MM SD| Process Improvement| Analytical | E-commerce| ERP. Coupled with the right design, your Salesforce report builder efforts will prove incredibly effective. In addition to giving your organization increased business vision, Salesforce reports are also effective tools for fostering collaboration, communication, and senior buy-in. 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. One advantage that you have over Facebook is that your site doesnt have to appeal to everyone, just your specific audience. Abduls. 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.
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