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. Add Data. It offers an engaging, sharable, and interactive tour for those visiting his portfolio. 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. A Salesforce portfolio is a collection of projects and other relevant information highlighting your skills and experience using the Salesforce platform. Uncover the power of spider charts with this complete guide including examples, best practices, and more! 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. 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. This is a shot of a custom Salesforce page that trainers and coaches login to track attendance and push out messages. Tell me all about it down in the comments below! Consider subscribing to Apps for Admins using this Link! Want to tell your story? Lets talk about the initial appearance and design so your reader will feel intrigued to find out more, not overwhelmed by the content. 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. Use it to insert, update, delete, or export Salesforce records. Best of luck on your journey to Salesforce administrator, and with creating your own portfolio to highlight your accomplishments! 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. There are so many benefits to creating a portfolio, and in this article, we hope to inspire you to start creating yours documenting your journey can inspire and motivate other Trailblazers. Your portfolio will instantly demonstrate to employers that you are knowledgeable about the platforms best practices. This is a great opportunity to show your learning achievements. 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. 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. Sales reports in Salesforce help companies to scale and grow. Build your Personal Portfolio on Salesforce, https://kellymskelton-developer-edition.na135.force.com/portfolio/s/, https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s. Be specific. And check out this blog on connecting your website to your database for a more information on that essential piece of this project. Salesforce generously provides multiple playgrounds, so the question becomes, what to put in them? Make Sales processes, web-to-lead, and lead conversion field mapping. See examples and a list of best practices here! 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. Now that we understand the power of these most valued CRM tools in a practical context and how to use Salesforce report templates to their fullest advantage, its time to take our Salesforce report builder to the next level by looking at a working Salesforce report template or three. Where can you be reached? It offers a wealth of insight into how outbound calls are managed during a set timeframe while giving a panoramic snapshot of the productivity and performance of individual sales agents. Basically, recruiters and hiring managers are eager to see them! We will create a custom community in Salesforce and customize it to create the Portfolio. Salesforce reports are the way to get aheadand stay aheadof the game. Take a quick look around. Client application for the bulk import or export of data. With CPQ software, companies can reap the benefits of a . Fortunately, datapines modern BI dashboard software offers 24/7 access to dynamic dashboards across multiple devices. 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. Share your journey When Uber driver Abdul Sultani happened upon Dreamforce attendees as his passengers for the 2019 conference, his career journey changed significantly. Command-line interface that simplifies development and build automation. Either way, you want a portfolio to help you shine bright in an ecosystem that is rapidly growing daily. It's a daunting task, but Salesforce created a tool to make it simple and intuitive (thanks Salesforce!) 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. 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. Both of these approaches are correct (and essential), but for real reporting success, you need to adopt both analytical methods consistently. Its your site, a canvas to work with, and your chance to share it with the world. 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. Check out these four ways to supercharge your online portfolio. Remember, the goal is to not overwhelm your viewer, but to direct them to the content you wish them to see. Each KPI represents a specific business function or process and is presented in a visual format that offers insights into trends, patterns, and performance. Check out this example of how to do it well (Links In Description) Also catch some feedback on how you can improve on this! Or perhaps youre y, Help you tell your Salesforce platform story. Customer 360 is the breadth of Salesforce technology one integrated CRM platform to bring your company and customers together from anywhere. 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. 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. GL20 5NX. As you know, a one-page resume doesnt always highlight everything about you. Power and proficiency in one neat package. 4. 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. At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. While Lightning may start to change this, what you first see when you install is pretty overwhelming to the non-developer eye. 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. 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? Also: Win a chance at a portfolio review session! Design is inherently subjective, so simply saying I want it to look like Facebook isnt enough. You can add the following as a separate tab if you choose. Be prepared to talk about the why, outcomes of your projects, and architectural creation journey. Salesforce Administrator Certified | Trailhead Ranger | 8x Superbadges | USMC Veteran. 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. Salesforce + marketing 2,711 Views. A portfolio doesn't limit your ability to showcase your experience and hands-on ability. He is a great example to follow and may inspire you on your creative journey. 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. We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. Hes incorporated a flow to bring people through their journey depending on their separation date from the military. You can also use your homepage to list your Salesforce certifications (or other related certifications, such as a Slack). Create Accounts of local venues, with Contacts of their booking managers Create Opportunities for shows Use Products for your band merch. Thanks, it's a great idea!!! In this video, we will create a custom portfolio in Salesforce. Interested in more great examples of custom Salesforce design? Welcome students and career seekers! In the modern business age, transparency is one of the key components of ongoing growth and success. If you can make your data universally understood, you will empower people to use it to their advantage. Features make adding Bootcamps, certifications, Clicked, and Salesforce Partner Learning Camp credentials easy. When we say tell your story, we mean it. Your existing SOAP API integrations only function with the Classic tools in Marketing Cloud. Hobbies can demonstrate transferable skills, for example, mentoring would show the ability to support a team, especially junior colleagues, which would be very useful in a Salesforce Team Manager role. Ensure you become the customer relationship management professional you want to become. 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. Despite the wealth of consumer channels and touchpoints available in todays digital world, cold calling still offers a healthy conversion rate for companies across industries. 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. Bonus, you get to show off your NPSP skills! 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. and today I finally took the plunge. What to expect once you publish your Salesforce portfolio? 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. Many times a portfolio wont just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. Stay up to date on the latest in Salesforce - news, tips & career advice. Click +New Blank Page. I didn't realize the history behind the module before today though. How do you stand out among your peers? 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. I sent out a tweet last week for people to send me their portfolio links. It may also include screenshots or other forms of media that demonstrate your work and its impact on the organization. Ashley entered the Dreamforce 2018 Case contest along with her friends Rachel Ream, Alyssa Ream, and Ashley Stahl. Following along with the Trailhead Module and Bradley Rice's videos, I was easily able to create and polish this site within an hour. Click any example below to run it instantly! 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. As humans, we have an affinity for visual information as our brains process it far more effectively than text-based data alone. Option 3: Build your portfolio on Salesforce to create a fun interactive way to showcase your talent. Ready to shine a spotlight on yourself? Sharing a well-crafted and comprehensive Salesforce portfolio with hiring managers can increase your chances of. Marketing Cloud has a new model for storing, finding, managing, creating, sharing, and distributing all content-related objects. We have worked with many clients to alter the user interface and look and feel of Salesforce solutions, from donation pages to Salesforce Communities. 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. This page contains information about retrieving and selecting object contained within the Portfolio and associated subfolders of a given Marketing Cloud account. Thanks for the info and the inspiration Amanda Bauman, Ashley Weihe, and Kelly Michael Skelton! Access the objects created with the new Content Builder tools using the REST API. Thanks to our architect Franklin Joyce for sharing his expertise and examples for this post. . Research, tools, events & more to improve frontline talent mobility. salesforce Portfolio View salesforce relevant projects and online portfolio examples shared by CakeResume's users. https://kellymskelton-developer-edition.na135.force.com/portfolio/s/. Join thousands just like you to receive a monthly dose of user adoption tips, innovation, and industry trends. 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. 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. OK, lets get started by turning on Experiences. Consolidating data from several sources, reports assist users in identifying relevant KPIs and, consequently, trends that will allow them to formulate strategies that improve efficiency and boost productivity, enhancing internal communication across the board. Before we start, lets talk about the reasons for building a portfolio. But first, lets take a moment to understand the role of Salesforce reports in the business world. 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 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? Go back to that Gliffy and consider simplifying your process. Marketing Cloud APIs and SDKs. 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. Do not have an overly complex or distracting layout (pictures, popups, strong colors). Customize Theme. Collect all the materials youll need to demonstrate your. In this video, we'll look at different Salesforce portfolios, styles, and tools to help you create your own. Plus, by painting a clear and logical picture with your visualizations, you will persuade senior decision-makers (both internally and externally) to buy into investments or strategies that you know will benefit the businesss bottom line. All right Trailblazer, now that you have learned about best design practices, lets start building your portfolio! 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. Workshop Replay; Slide Deck; Sample Salesforce Portfolios and Links; Google Hack to Find More Portfolio Samples; Trailhead Module for Building a Portfolio; What if you planned a book tour for one of your favorite authors? I built my portfolio, please check it out https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s Additionally, including certifications and sought-after keywords such as Platform App Builder, Advanced Administrator, Salesforce Administrator Certification, and Customer Relationship Management can also make your Salesforce portfolio more attractive. An essential tool for both maintaining and improving overall sales performance, this Salesforce report template makes an essential part of any modern business's toolkit. Be proud of your work! Reduce churn. 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. Click Standard Page. There is also a default folder to store documents that are not related to any entity. Learn how students upskilled their career. Learn everything there is to know about the power of professional area charts.