Salesforce reports are the way to get aheadand stay aheadof the game. This was the inspiration for a new Trailhead Module that Ashley and I worked on together called "Build your Personal Portfolio on Salesforce". 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, Say youre just starting your career as a Salesforce Admin. These dynamic Salesforce reporting tools are designed to enhance the value of the platforms insights while improving sales intelligence and strategy across the board. Keep it updated regularly to reflect your latest skills or achievements. This is a great opportunity to show your learning achievements. What does Salesforce do? Ready to shine a spotlight on yourself? Note: For this section, I am going to be showcasing Nick Maios outstanding portfolio. We have created an introductory Experience Cloud site to help guide you to set up the backbone of your site. Features make adding Bootcamps, certifications, Clicked, and Salesforce Partner Learning Camp credentials easy. Make your portfolio more visible to potential employers and recruiters by including relevant keywords in your file names, descriptions, and content. This is the bread and butter of your portfolio. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. Ensure your user experience is enjoyable and that it contains a call to action. Then organize them in a way that is easy to navigate. Once youve picked your best Salesforce reporting tools visualizations, you should start to see an accessible mix of trends and patterns emerging. Consider who will see your portfolio (potential employers or clients). Modern portfolios are part of what keeps the Salesforce ecosystem fun and attractive to so many. 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. Build Your Personal Portfolio on Salesforce, Trailhead: Build a Custom Theme Layout Component for Experience Builder Sites. This FREE workshop provides you with Salesforce Portfolio samples and shows you how you can showcase your own work on the platform.. WORKSHOP INCLUDES. 4X Salesforce Certified | Consultant | Salesforce Solutions Engineer | Certified Scrum Master | Business Analyst | Trailhead Ranger. https://kellymskelton-developer-edition.na135.force.com/portfolio/s/. https://www.youtube.com/c/AppsforAdmins?sub_confirmation=1*************#SalesforcePortfolio #CreateSalesforcePortfolio #AppsForAdmins #Salesforce #CreateASalesforcePortfolio 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. We should not only use the brains we have but all that we can borrow.Woodrow Wilson. In todays digital world, theres such a great opportunity to showcase the skills, experience, and projects youre working on or have completed. Share your journey When Uber driver Abdul Sultani happened upon Dreamforce attendees as his passengers for the 2019 conference, his career journey changed significantly. 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. Its important to demonstrate that journey as you step into the Salesforce industry and continue to advance. 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. 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 Dev Careers So, what tools are most effective for Salesforce reporting? Amanda Bauman This is a fantastic blog for those who are seeking a job in Salesforce to build their digital resume. Add Data. 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. But first, lets take a moment to understand the role of Salesforce reports in the business world. 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. All right Trailblazer, now that you have learned about best design practices, lets start building your portfolio! 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. Now lets set up a basic site, which youll turn into your portfolio. We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. Or perhaps youre y, Help you tell your Salesforce platform story. Fortunately, datapines modern BI dashboard software offers 24/7 access to dynamic dashboards across multiple devices. Remember that the Portfolio contains folders; if a folder is not specified, all Portfolio items for the account are returned. 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. It allows you to tell your story with pictures and videos, making it more engaging. Depending on their answer, theyll be presented with different resources to check out such as financial support, fellowship options, and certification options. Provide some inspiration sites/functionality to your designer/consultant. These are all questions you should ask yourself when designing your portfolio. 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. 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 You can check it out here! By improving team communications and productivity, businesses drive greater success. Thanks to our architect Franklin Joyce for sharing his expertise and examples for this post. 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. 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. Each document is stored in a folder in SharePoint that has the name of the entity it is related to in Salesforce. If you'd like to check out mine as an example, click here! Youve decided to organize a local walk/run for charity. 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. Your portfolio is a way to tell a story and showcase your soft skills, but most importantly, to show the powerful you. Use this online salesforce playground to view and fork salesforce example apps and templates on CodeSandbox. Its still a relevantand effectivelead generation tool, provided you manage your outbound communications strategies wisely. 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. 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. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. Data are just summaries of thousands of storiestell a few of those stories to help make the data meaningful.Chip & Dan Heath. . When we say tell your story, we mean it. Salesforce Portfolio Is a Valuable Asset You need a portfolio. My community included information about me, assignments from classes, clubs, and activities I was involved in, and memories from volunteer opportunities. Check out our 2018 case study on how we designed a Salesforce Community with Nonprofit Coordinating Committee of New York. Many times a portfolio won't just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. 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. 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. In this video, we will create a custom portfolio in Salesforce. This approach includes all of the items from the option above and a resume. 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. UPDATE July 24, 2020: I've been so impressed with people's portfolios. Once you've selected your KPIs, our next Salesforce reports and dashboard analysis tip boils down to design and visualization. As you know, a one-page resume doesnt always highlight everything about you. Option 1: Build a traditional portfolio with a touch of Salesforce flavor. 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. Once you build your Salesforce portfolio, share it with your network, potential employers, and recruiters. What to expect once you publish your Salesforce portfolio? Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. 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. csv-import-example (forked) c.luro. 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. Interested in more great examples of custom Salesforce design? OK, let's get started by turning on Experiences. And document, document, document, so that you remember later what you did! A cool additional feature here was adding Family ID to allow your friends and family to log hours that count towards your account. Option 3: Build your portfolio on Salesforce to create a fun interactive way to showcase your talent. Sign up for a free 14-day datapine trial with datapine and experience the business-boosting power of Salesforce reports and dashboards first-hand. Be prepared to talk about the why, outcomes of your projects, and architectural creation journey. Click +New Blank Page. Set up your band mates so that one of them is the Manager, with a custom profile and at least one permission set. 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. 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. Abduls. Publish and share it! Welcome students and career seekers! 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. Check out this example of how to do it well (Links In Description) Also catch some feedback on how you can improve on this! ClickLaunchto open the Trailhead Playground in a new browser tab (login required). How do you show your experience, before you HAVE experience? Our outbound calls dashboard is one of our best Salesforce reporting tools. salesforce Portfolio View salesforce relevant projects and online portfolio examples shared by CakeResume's users. 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. While the platform is effective as a standalone solution, businesses can further catalyze their success by combining it with additional tools, mainly a dashboard creator that can generate invaluable actionable insights. Learn how students upskilled their career. Be specific. Check out these four ways to supercharge your online portfolio. At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. Data visualization is integral to telling a tale with your data and sharing insights in a way that is widely accessible as well as results driven. A big thank you to Ashley Weihe for her inspiration and hard work to make this module come to life. 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. This is a cool take on how to jazz up your own personal portfolio and still add in a lot of creative elements. 4. Command-line interface that simplifies development and build automation. This button displays the currently selected search type. You can open up potential job opportunities by sharing your portfolio with members of the Trailblazer Community and recruiters. Create a Community. Yes, it takes time, effort, thoughtfulness, creativity, and many other skills to put together a portfolio. Access the objects created with the new Content Builder tools using the REST API. As a result, you will boost your overall productivity rates while boosting your outbound call conversion rates consistently. Customize Theme. Like most things in the Salesforce world, there are at least three ways to accomplish this. Idealist Consulting. Salesforce is a robust analytical tool with the power to help businesses of every shape and size achieveor even exceed their goals consistently. 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. Lets talk about the initial appearance and design so your reader will feel intrigued to find out more, not overwhelmed by the content. Basically, recruiters and hiring managers are eager to see them! Here are some examples of recent projects weve built for clients to inspire you. 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 is where most people will enter, and they will stay whilst they navigate the rest of the site, so youve got to make first impressions count. It offers an engaging, sharable, and interactive tour for those visiting his 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. Hes incorporated a flow to bring people through their journey depending on their separation date from the military. Examples of skill keywords include data management, business processes, training users, creating reports, implementing, designing, etc. The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. This way, you can position yourself in the best way to get hired. She included photos, links to her projects, volunteering, on-campus and off-campus activities, and more. We hope that this provides you direction to creating your portfolio. Thanks for the info and the inspiration Amanda Bauman, Ashley Weihe, and Kelly Michael Skelton! This brings us to tip number three. For this project, we use Salesforce Experience Cloud, which enables you to create beautiful, branded portals, forums, and sites, without writing any code. Check out our 2018 case study on how we designed a Salesforce Community with Nonprofit Coordinating Committee of New York. Client application for the bulk import or export of data. Here are some ideas, based on three of the top hobbies in the United States according to statistica.com. So, what Salesforce reporting tools do we use? Before we show that off, there are a few things for clients to do throughout a customization project to ensure that your implementation partner has everything they need in order to make your redesign dreams come true: Provide a mockup of your process in writing or through a rough visual (we recommend gliffy or a wireframe for this). Go back to that Gliffy and consider simplifying your process. Finally, be flexible. Additional features of the page include the ability to dedicate your gift and make a recurring donation (Make it monthly). All Rights Reserved. A Salesforce portfolio is a collection of projects and other relevant information highlighting your skills and experience using the Salesforce platform. You can add the following as a separate tab if you choose. Say youre just starting your career as a Salesforce Admin. 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. It helps teams work better together. 2,711 Views. Include projects you have completed or are currently working on. Last but not least, you may be curious about what to expect once you create your portfolio on Salesforce. I know the bar is high now from examples 1 & 2 with them being interactive and mind blowingly creative. 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. the comment/liking features? He did this by getting hands-on experience, which resulted in creating a portfolio with all his projects illustrating his coding and architecture background. Best case, you get invited to share your Salesforce portfolio at the next Dreamforce event! Best of luck on your journey to Salesforce administrator, and with creating your own portfolio to highlight your accomplishments! Sharing a well-crafted and comprehensive Salesforce portfolio with hiring managers can increase your chances of. BUT! Guide the recruiter to the conclusion that you are the best candidate for the salesforce developer job.
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