salesforce portfolio examples

salesforce Portfolio View salesforce relevant projects and online portfolio examples shared by CakeResume's users. To create a traditional portfolio, you can start by creating links to a repository of screenshots. Sun Street 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. 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. For this exercise, choose Flexible Layout. ago Ashley one day sent me a link to a web site she'd created on Salesforce, and I thought it was brilliant! . The design and aesthetics of your portfolio are important; you want to ensure your audience can navigate the platform without feeling overwhelmed. automation consulting, 4076 N Mississippi Avenue, MM. There are immediate benefits to be gained by building your portfolio on Salesforce. 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. By Bernardita Calzon in Dashboarding, Apr 1st 2021. Solutions used by leading consumer banks to power internal mobility. Interested in more great examples of custom Salesforce design? Features make adding Bootcamps, certifications, Clicked, and Salesforce Partner Learning Camp credentials easy. Thanks to our architect Franklin Joyce for sharing his expertise and examples for this post. By the end of this project, youll have your own portfolio to shine a spotlight on your skills and achievements. Winners to be chosen by the first week of January! 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. Do not have an overly complex or distracting layout (pictures, popups, strong colors). 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. Opportunity Field History. Keep it updated regularly to reflect your latest skills or achievements. 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. Salesforce Administrator Certified | Trailhead Ranger | 8x Superbadges | USMC Veteran. Youve decided to organize a local walk/run for charity. Its better to have space so a viewer isnt overwhelmed. Businesses across industries have improved the efficiency of their sales activities while enjoying a significant increase in engagement, revenue, and customer loyalty by using Salesforce reports. Name the file portfolio_header and ensure it is of the type "jpg". 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. KPI software will help you track, measure, and analyze specific pockets of data. Here is a work in progress for BOKS, a nonprofit that helps give kids a body and brain boost through fun and non-competitive play. You can update your choices at any time in your settings. 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. Lastly, focus on not adding too much decoration or images, and not lumping your material together. Once you have your core idea, you can find many ways to apply what you know. Option 2: Customize your resume and supplement it with a bio that spotlights your personality. While we recommend digital due to the flexibility of online portfolios, you need to decide on your format. Customer 360 unites your marketing, sales, commerce, service, and IT departments with shared, easy-to-understand data on one integrated CRM platform. Create a Community. Tailor your portfolio to the specific audience and highlight the skills and experience more relevant to that audience. 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. Find a way to implement it in your portfolio. The latest news, stories, and insights on career navigation and frontline retention. 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. What does Salesforce do? Kapil Oct 8, 2020. 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. What is it about Facebook you likethe colors? Your portfolio is a way to tell a story and showcase your soft skills, but most importantly, to show the powerful you. When expanded it provides a list of search options that will switch the search inputs to match the current selection. Key performance indicators (KPIs) are an integral part of the report-building process. See examples and a list of best practices here! 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. All right Trailblazer, now that you have learned about best design practices, lets start building your portfolio! If you are willing to share your link with me, please complete this super quick form. Use it to insert, update, delete, or export Salesforce records. As you know, a one-page resume doesnt always highlight everything about you. 2.6K views 2 years ago Make your Salesforce Portfolio POP! GL20 5NX. Make your own online portfolio for free! Latest version 0.1.2. 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. A cool additional feature here was adding Family ID to allow your friends and family to log hours that count towards your account. Ready to shine a spotlight on yourself? 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. Add Data. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. If you can make your data universally understood, you will empower people to use it to their advantage. 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. Step 3 - Test it out. Another great example is Amos Go. Transform your business by building a tech savvy workforce. Learn everything there is to know about the power of professional area charts. Youve been hitting the trails hard and feel like you know a lot about Salesforce. Marketing Cloud has a new model for storing, finding, managing, creating, sharing, and distributing all content-related objects. At the time, I was also applying for a scholarship that required an example of my best work. I knew I didnt have one large project that could effectively showcase my hard work and skills obtained. I was excited to see what Kelly came up with for his personal portfolio. 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. Select New Page at the bottom of the menu. and today I finally took the plunge. 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. Set up. 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. BUT! How can they take the next step and dig deeper into your work? What to expect once you publish your Salesforce portfolio? 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. The first of our Salesforce reporting tips comes in the form of defining your goals. Say youre just starting your career as a Salesforce Admin. Abduls. He did this by getting hands-on experience, which resulted in creating a portfolio with all his projects illustrating his coding and architecture background. There is also a default folder to store documents that are not related to any entity. For this project, we use Salesforce Experience Cloud, which enables you to create beautiful, branded portals, forums, and sites, without writing any code. While Lightning may start to change this, what you first see when you install is pretty overwhelming to the non-developer eye. As such, KPIs are invaluable for benchmarking success and uncovering invaluable insights in key areas of the business. 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. And you deserve to. 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). Workshop: Build Your Salesforce Portfolio on Experience Cloud Salesforce Lory 2.5K views 8 months ago An Awesome Dataloader for Salesforce! We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. 2023 Your portfolio will instantly demonstrate to employers that you are knowledgeable about the platforms best practices. Welcome students and career seekers! 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. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. 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. Lets start building a portfolio together through Salesforces Experience Cloud to help build your story! Be prepared to talk about the why, outcomes of your projects, and architectural creation journey. As Kelly continues to grow his experience and earn more credentials his portfolio can grow with him. This uses Wordpress as the content server, allowing clients to easily input updates which then translate into this Visualforce page. Develop an inclusive business powered by diverse internal talent. Option 3: Build your portfolio on Salesforce to create a fun interactive way to showcase your talent. Include projects you have completed or are currently working on. Yes, it takes time, effort, thoughtfulness, creativity, and many other skills to put together a portfolio. We should not only use the brains we have but all that we can borrow.Woodrow Wilson. 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. We have worked with many clients to alter the user interface and look and feel of Salesforce solutions, from donation pages to Salesforce Communities. Sharing a well-crafted and comprehensive Salesforce portfolio with hiring managers can increase your chances of. Its important to keep this area as straightforward as possible. One method is to build a portfolio demonstrating your Salesforce skills. Competing for a job in the Salesforce ecosystem is difficult! This data all flows through from Salesforce objects and gives volunteers a quick view of their history with the organization. Its the opportunity to show your ideas, bring them to life, and walk your viewer through a journey and a story. Sales reports in Salesforce help companies to scale and grow. But first, lets take a moment to understand the role of Salesforce reports in the business world. Take a quick look around. Details in the video! 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. the comment/liking features? 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. the photos? Make a copy Learn about Prezi. 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. Think of your audience and the type of user experience you want to provide. Remember, the goal is to not overwhelm your viewer, but to direct them to the content you wish them to see. It helps teams work better together. 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. Salesforce is a robust analytical tool with the power to help businesses of every shape and size achieveor even exceed their goals consistently. Before we start, lets talk about the reasons for building a portfolio. Examples of skill keywords include data management, business processes, training users, creating reports, implementing, designing, etc. Check out these four ways to supercharge your online portfolio. Following along with the Trailhead Module and Bradley Rice's videos, I was easily able to create and polish this site within an hour. Following along with the Trailhead . 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. This community allows external users (in this case, Airlinks nonprofit partners) the ability to enter requests for airline donations. Privacy Policy Terms of Use Accessibility Job Applicant Privacy Copyright 2022 Pathstream Inc. 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. Like most things in the Salesforce world, there are at least three ways to accomplish this. And a big thank you to Kelly Skelton for being the first person to take the new module! Client application for the bulk import or export of data. I loved the Trailhead module and I'm about to create another Digital Experience community for my own personal portfolio (2.0 I guess). Here are some examples of recent projects weve built for clients to inspire you. Just thought I'd breathe a little life into this intriguing articleI definitely think it's worth the attention! Leverage an all-in-one platform that transforms your frontline workforce into future-ready talent. 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. Join our group of 500+ trusted guest posters Click here to start the conversation. 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. Either way, you want a portfolio to help you shine bright in an ecosystem that is rapidly growing daily. Thanks for the info and the inspiration Amanda Bauman, Ashley Weihe, and Kelly Michael Skelton! Salesforce generously provides multiple playgrounds, so the question becomes, what to put in them? It allows you to tell your story with pictures and videos, making it more engaging. Now that youve shown the viewer your strengths and knowledge, they will be intrigued to learn more about you. A portfolio provides a platform to highlight your best work. 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. A Salesforce portfolio is a collection of projects and other relevant information highlighting your skills and experience using the Salesforce platform. It's a daunting task, but Salesforce created a tool to make it simple and intuitive (thanks Salesforce!) Remember that the Portfolio contains folders; if a folder is not specified, all Portfolio items for the account are returned. ClickLaunchto open the Trailhead Playground in a new browser tab (login required). Tewkesbury Once you've selected your KPIs, our next Salesforce reports and dashboard analysis tip boils down to design and visualization. Are you ready to get creative? 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. Additional features of the page include the ability to dedicate your gift and make a recurring donation (Make it monthly). 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? We hope that this provides you direction to creating your portfolio. Salesforce report is a management tool that offers a visual representation of essential sales-based data through a centralized cloud-based reporting platform. This is just intended to get you started, merge your love for Salesforce and your favorite past times and keep going! It's actually very simple. Have something to share? Consider who will see your portfolio (potential employers or clients). https://kellymskelton-developer-edition.na135.force.com/portfolio/s/. 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. 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. Salesforce reports are the way to get aheadand stay aheadof the game. 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. 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. Connect the dots between marketing and sales. *Note: Another way to facilitate a simpler version of this type of experience would be to show visualforce components behind a login page. Workshop Replay; Slide Deck; Sample Salesforce Portfolios and Links; Google Hack to Find More Portfolio Samples; Trailhead Module for Building a Portfolio; Be sure that you have permission to use an image that isn't yours. Having a good visual structure to your portfolio is important, as well as showcasing your experience. The point here is: Salesforce data is all-encompassing. This page was built for Habitat for Humanity to track hours, volunteer commitments, and requirements, which vary depending on different volunteer locations. Youll also be able to include all the supplemental details and information we outlined in options 1 and 2. I built my portfolio, please check it out https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s A Salesforce portfolio is a collection of projects and other relevant information highlighting, Say youre just starting your career as a Salesforce Admin. Or perhaps youre years down the career path shaping business processes and guiding the efforts of a global sales team. Using your Salesforce skills to create your own web site to showcase your Salesforce skills and more! High-five, trailblazer! Creating your Salesforce portfolio can help future-proof your career opportunities and add long-term residual value to your life. Use the sample code below as a model for your own call. Stay up to date on the latest in Salesforce - news, tips & career advice. Uncover the power of spider charts with this complete guide including examples, best practices, and more! What you will learn : Enable Communities. 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. Design is inherently subjective, so simply saying I want it to look like Facebook isnt enough. And document, document, document, so that you remember later what you did! So focus on not giving that same experience. Login into access a rich community of Salesforce Developers, get ideas, and find solutions. But remember: youre not Facebook. This page was built for College Track to manage volunteer check-ins at six different locations. Share your journey When Uber driver Abdul Sultani happened upon Dreamforce attendees as his passengers for the 2019 conference, his career journey changed significantly. So, what tools are most effective for Salesforce reporting? When expanded it provides a list of search options that will switch the search inputs to match the current selection. Make Sales processes, web-to-lead, and lead conversion field mapping. Create Your Pages. On the Home tab, click the down arrow next to the Page Properties icon. Within a couple of hours, he'd already built his portfolio. In today's world, inbound sales and marketing efforts are as valuable as outbound lead-generating activitiesperhaps even more so. It may also include screenshots or other forms of media that demonstrate your work and its impact on the organization. Learn more in our Cookie Policy. Sign up for a free 14-day datapine trial with datapine and experience the business-boosting power of Salesforce reports and dashboards first-hand. Explore our guide to choosing the right types of graphs and charts to help you with your efforts. With CPQ software, companies can reap the benefits of a . She included photos, links to her projects, volunteering, on-campus and off-campus activities, and more. Once you build your Salesforce portfolio, share it with your network, potential employers, and recruiters. A couple of years ago I met a student from Illinois State University named Ashley Weihe. 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. These dynamic Salesforce reporting tools are designed to enhance the value of the platforms insights while improving sales intelligence and strategy across the board. Your resume should include the following: Weve included a sample for you to download, courtesy of Salesforce Ben. You can also take this time to add in a quick link to your resume. 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. Option 1: Build a traditional portfolio with a touch of Salesforce flavor. Many times a portfolio won't just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. In addition to giving your organization increased business vision, Salesforce reports are also effective tools for fostering collaboration, communication, and senior buy-in. Some of the benefits include: Regardless of which option you choose to move forward with, we want to emphasize some of the tips we shared above. 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. 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. In fact, you should adopt three data analysis strategies: Thinking of the long-term as well as the short-term will give your reporting efforts direction, ensuring that you enjoy the best possible return on investment (ROI) from all of your analytical activities. Managing your inbound initiatives efficiently is critical if you want to succeed in the long run. Power your tuition assistance program with job-relevant certificates from leading universities. Now lets set up a basic site, which youll turn into your portfolio. Its goal is to enhance critical elements of a business, including marketing, sales, commerce, and service. Marketing Cloud APIs and SDKs. 4X Salesforce Certified | Consultant | Salesforce Solutions Engineer | Certified Scrum Master | Business Analyst | Trailhead Ranger. He is a great example to follow and may inspire you on your creative journey. 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. Its your site, a canvas to work with, and your chance to share it with the world. Note: For this section, I am going to be showcasing Nick Maios outstanding portfolio. 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. Well be looking at two examples to help us with this. You want to create a call to action: how can they learn more? This can be done through a portfolio. 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.
Taking The Escalator Group Activities, Morgan And Marcus Luttrell, Articles S