Publish and share it! Your portfolio is a way to tell a story and showcase your soft skills, but most importantly, to show the powerful you. In this video, we'll look at different Salesforce portfolios, styles, and tools to help you create your own. We should not only use the brains we have but all that we can borrow.Woodrow Wilson. Our outbound calls dashboard is one of our best Salesforce reporting tools. Your hobbies and interests should reinforce the idea that you would be an ideal candidate. 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. the comment/liking features? KPI software will help you track, measure, and analyze specific pockets of data. You make the decision on how you want to architect, design, and create your page to tell your story best. Reduce churn. Show your frontline internal paths to critical roles. 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. We have created an introductory Experience Cloud site to help guide you to set up the backbone of your site. When you work with a consulting partner to build something thats intuitive to your process, you wont have to spend too much time training. 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. By segmenting your data into distinct functions (inbound, outbound, and performance KPIs, for examplewell also look at Salesforce report examples shortly), you will extract far more value from your most valuable sales metrics. Workshop: Build Your Salesforce Portfolio on Experience Cloud Salesforce Lory 2.5K views 8 months ago An Awesome Dataloader for Salesforce! In today's world, inbound sales and marketing efforts are as valuable as outbound lead-generating activitiesperhaps even more so. How to Create a Salesforce Portfolio Land a Job with an - YouTube Option 2: Customize your resume and supplement it with a bio that spotlights your personality. Thanks to our architect Franklin Joyce for sharing his expertise and examples for this post. 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). 6 Stunning Examples of Custom Salesforce Design, this blog on connecting your website to your database. 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? One advantage that you have over Facebook is that your site doesnt have to appeal to everyone, just your specific audience. So, what tools are most effective for Salesforce reporting? Privacy Policy Terms of Use Accessibility Job Applicant Privacy Copyright 2022 Pathstream Inc. Share your journey When Uber driver Abdul Sultani happened upon Dreamforce attendees as his passengers for the 2019 conference, his career journey changed significantly. Select the Contents of a Portfolio Folder - Salesforce To complete this project, you need a free Trailhead Playground or Developer Edition org. What is CPQ, or Configure, Price, Quote? - Salesforce.com Ashley entered the Dreamforce 2018 Case contest along with her friends Rachel Ream, Alyssa Ream, and Ashley Stahl. This way, you can position yourself in the best way to get hired. By demonstrating an understanding of what you did and what it accomplished, and then taking ownership to measure/quantify the effort, you are showing qualities that make candidates stand out from the rest. All Rights Reserved. We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. What to expect once you publish your Salesforce portfolio? You're reading the postings on LinkedIn and every one asks for 2+ years of Salesforce experience. Consider who will see your portfolio (potential employers or clients). 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. 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. ago 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. On the Home tab, click the down arrow next to the Page Properties icon. The page is set to refresh regularly, giving the impression of all the tablets talking together. It is usually tailored to the specific audience or job you are applying for. 1. 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 is the bread and butter of your portfolio. Add Data. 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. Create a Community. At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. 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. 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. Before sharing our tips for building a portfolio, lets warm up to this idea by understanding the why-how-what behind creating a portfolio. Lets break it down: We wanted to highlight Nick as he has created a great resource for transitioning military members into Salesforce; his portfolio is a one-stop shop with helpful resources that are both free and paid. Following along with the Trailhead . 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. It helps teams work better together. Remember, the goal is to not overwhelm your viewer, but to direct them to the content you wish them to see. One method is to build a portfolio demonstrating your Salesforce skills. automation consulting, 4076 N Mississippi Avenue, If youve created an inbound sales dashboard, for example, and you feel your outbound strategy needs improvement, you can use some of your existing dashboard customizations to create a new reporting tool. Your resume should include the following: Weve included a sample for you to download, courtesy of Salesforce Ben. These are all questions you should ask yourself when designing your portfolio. In the digital age, the art of sales is more multidimensional than ever before. When we say tell your story, we mean it. 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. Salesforce Reports Examples, Templates & Reporting Tools - datapine 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. I built my portfolio, please check it out https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s Create a Portfolio Object | Marketing Cloud APIs and SDKs - Salesforce Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. Youll also be able to include all the supplemental details and information we outlined in options 1 and 2. Salesforce Portfolio Power Hour Want to tell your story? Here are some ideas, based on three of the top hobbies in the United States according to statistica.com. The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. What is it about Facebook you likethe colors? As you know, a one-page resume doesnt always highlight everything about you. 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. Most of this success boils down to effective reporting. and today I finally took the plunge. It's a daunting task, but Salesforce created a tool to make it simple and intuitive (thanks Salesforce!) Basically, recruiters and hiring managers are eager to see them! Complete a new Trailhead? csv-import-example (forked) c.luro. Check out these four ways to supercharge your online portfolio. Sign up for a free 14-day datapine trial with datapine and experience the business-boosting power of Salesforce reports and dashboards first-hand. Then organize them in a way that is easy to navigate. Your existing SOAP API integrations only function with the Classic tools in Marketing Cloud. 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! Ready to shine a spotlight on yourself? Salesforce reporting tools are the vessel to help you do just that. Login into access a rich community of Salesforce Developers, get ideas, and find solutions. Modern portfolios are part of what keeps the Salesforce ecosystem fun and attractive to so many. 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. 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. 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. Ensure you become the customer relationship management professional you want to become. Customize Theme. What does Salesforce do? By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. Each KPI represents a specific business function or process and is presented in a visual format that offers insights into trends, patterns, and performance. This is true for companies with one-off sales, subscription pricing, recurring billing, and other revenue models. He did this by getting hands-on experience, which resulted in creating a portfolio with all his projects illustrating his coding and architecture background. Each document is stored in a folder in SharePoint that has the name of the entity it is related to in Salesforce. This was the inspiration for a new Trailhead Module that Ashley and I worked on together called "Build your Personal Portfolio on Salesforce". 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. SharePoint Salesforce Integration: The Step-by-Step Guide [2023] - Exalate 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. Now lets set up a basic site, which youll turn into your portfolio. Tell me all about it down in the comments below! Consider subscribing to Apps for Admins using this Link! In todays digital world, theres such a great opportunity to showcase the skills, experience, and projects youre working on or have completed. Build Your Portfolio Site on Salesforce | Salesforce Ben Sun Street The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. LinkedIn and 3rd parties use essential and non-essential cookies to provide, secure, analyze and improve our Services, and to show you relevant ads (including professional and job ads) on and off LinkedIn. Before we start, lets talk about the reasons for building a portfolio. While Lightning may start to change this, what you first see when you install is pretty overwhelming to the non-developer eye. What is Salesforce? - What does Salesforce do? - Salesforce.com External tools, such as datapine, exist to take your Salesforce reporting efforts to an entirely new dimension, where you can, among other things, create powerful sales graphs and implement them in a complete dashboard overview. Using your Salesforce skills to create your own web site to showcase your Salesforce skills and more! Command-line interface that simplifies development and build automation. Think of it as show and tell. You can open up potential job opportunities by sharing your portfolio with members of the Trailblazer Community and recruiters. 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. 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? 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. This button displays the currently selected search type. Knowledge has become the key economic resource and the dominant, if not the only, source of competitive advantage.Peter F. Drucker. 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. Winners to be chosen by the first week of January! It offers an engaging, sharable, and interactive tour for those visiting his portfolio. Follow these tips to start with the backbone of your portfolio, then get creative and separate yourself from the crowd. Before we had interactive options, this approach was an effective strategy for building a Salesforce portfolio. You can follow along with the demo below. Double check for grammatical and spelling errors. Features make adding Bootcamps, certifications, Clicked, and Salesforce Partner Learning Camp credentials easy. Remember that the Portfolio contains folders; if a folder is not specified, all Portfolio items for the account are returned. Want to test a Salesforce reporting software for free? Name the file portfolio_header and ensure it is of the type "jpg". Select New Page at the bottom of the menu. Understand the value of data types with this beginner's introduction! 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 portfolio can be in a physical or electronic format, such as a website, PDF document, or hosted online. sizetoscale 6 mo. This can be done through a portfolio. This uses Wordpress as the content server, allowing clients to easily input updates which then translate into this Visualforce page. Youve decided to organize a local walk/run for charity. I know the bar is high now from examples 1 & 2 with them being interactive and mind blowingly creative. salesforce Portfolio | CakeResume Portfolio Build Your Personal Portfolio on Salesforce, Trailhead: Build a Custom Theme Layout Component for Experience Builder Sites. 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. 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. By regularly tracking this cohesive mix of outbound call metrics, you can identify where you might need to support or train your sales agents, make clear-cut outbound performance comparisons, and pinpoint where you need to make improvements to your strategy. Are you ready to get creative? These dynamic Salesforce reporting tools are designed to enhance the value of the platforms insights while improving sales intelligence and strategy across the board. Solutions used by leading consumer banks to power internal mobility. 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! 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? Click the Setup Gear and select Service Setup. When you've got everything set up, you can see the stubbing in action. 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. Weve put together this guide to help you create an amazing Salesforce portfolio. 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. Ashley one day sent me a link to a web site she'd created on Salesforce, and I thought it was brilliant! This is just intended to get you started, merge your love for Salesforce and your favorite past times and keep going! Welcome students and career seekers! 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. 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? GL20 5NX. In this project, you create a personal website and add a personal portfolio to help share your skills and grow your career. About A node.js module for interaction with the SFDC REST API. Its important you include a background which showcases your qualifications, experience, and professional achievements. It may also include screenshots or other forms of media that demonstrate your work and its impact on the organization. Customer 360 unites your marketing, sales, commerce, service, and IT departments with shared, easy-to-understand data on one integrated CRM platform. 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 Ensure your user experience is enjoyable and that it contains a call to action. 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. Now that youve shown the viewer your strengths and knowledge, they will be intrigued to learn more about you. A big thank you to Ashley Weihe for her inspiration and hard work to make this module come to life. 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. 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. She included photos, links to her projects, volunteering, on-campus and off-campus activities, and more. As a result, you will boost your overall productivity rates while boosting your outbound call conversion rates consistently. I loved the Trailhead module and I'm about to create another Digital Experience community for my own personal portfolio (2.0 I guess). 2,711 Views. 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. Power your tuition assistance program with job-relevant certificates from leading universities. Learn more in our Cookie Policy. How to build a Salesforce portfolio - Pathstream How can they take the next step and dig deeper into your work? salesforce Portfolio View salesforce relevant projects and online portfolio examples shared by CakeResume's users. 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. 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. Think of your audience and the type of user experience you want to provide. See examples and a list of best practices here! You can also use your homepage to list your Salesforce certifications (or other related certifications, such as a Slack). 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. Think about it you wouldnt sit through a boring commercial, right? experience, training course completion documents, certifications, and Salesforce skills in one place.
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