Create a Community. Here are some ideas, based on three of the top hobbies in the United States according to statistica.com. Data are just summaries of thousands of storiestell a few of those stories to help make the data meaningful.Chip & Dan Heath. 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. 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. Select New Page at the bottom of the menu. There is also a default folder to store documents that are not related to any entity. Gloucestershire When expanded it provides a list of search options that will switch the search inputs to match the current selection. You can do this through something called a call to action, and its a great opportunity to add to your email, Trailhead profile, resume, or social media platforms so readers can continue following your journey and possibly reach out to you. Kelly included his education, certifications, volunteer experience, and more - information that you can't express on your rsum. Power and proficiency in one neat package. salesforce Portfolio | CakeResume Portfolio Your resume should include the following: Weve included a sample for you to download, courtesy of Salesforce Ben. 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. You can also use your homepage to list your Salesforce certifications (or other related certifications, such as a Slack). When expanded it provides a list of search options that will switch the search inputs to match the current selection. Following along with the Trailhead Module and Bradley Rice's videos, I was easily able to create and polish this site within an hour. 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. experience, training course completion documents, certifications, and Salesforce skills in one place. Within a couple of hours, he'd already built his portfolio. It is usually tailored to the specific audience or job you are applying for. Add Data. Keep it updated regularly to reflect your latest skills or achievements. 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. Doing so will help you capitalize on your strengths while gaining a better understanding of the measures you need to take to improve efficiency in customer-facing areas of the business. I didn't realize the history behind the module before today though. A portfolio doesnt limit your ability to showcase your experience and hands-on ability. Just thought I'd breathe a little life into this intriguing articleI definitely think it's worth the attention! Explore our guide to choosing the right types of graphs and charts to help you with your efforts. 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. MM. Latest version 0.1.2. Kapil Oct 8, 2020. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. You can update your choices at any time in your settings. Additional features of the page include the ability to dedicate your gift and make a recurring donation (Make it monthly). automation consulting, 4076 N Mississippi Avenue, 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. Many times a portfolio won't just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. 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. Ashley entered the Dreamforce 2018 Case contest along with her friends Rachel Ream, Alyssa Ream, and Ashley Stahl. 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. Create Accounts of local venues, with Contacts of their booking managers. Or perhaps youre years down the career path shaping business processes and guiding the efforts of a global sales team. 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. Follow these tips to start with the backbone of your portfolio, then get creative and separate yourself from the crowd. Check out these four ways to supercharge your online portfolio. Use this online salesforce playground to view and fork salesforce example apps and templates on CodeSandbox. All right Trailblazer, now that you have learned about best design practices, lets start building your portfolio! 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. These dynamic Salesforce reporting tools are designed to enhance the value of the platforms insights while improving sales intelligence and strategy across the board. As Kelly continues to grow his experience and earn more credentials his portfolio can grow with him. Three Salesforce Portfolio Ideas for New Admins - LinkedIn A cool additional feature here was adding Family ID to allow your friends and family to log hours that count towards your account. Select the Contents of a Portfolio Folder - Salesforce Many times a portfolio wont just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. Set up. 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. For example, as seen in the picture above, by drilling down into your lead response time KPI, you will be able to understand exactly where your strengths and weaknesses lie. He did this by getting hands-on experience, which resulted in creating a portfolio with all his projects illustrating his coding and architecture background. This is the very foundation of crafting effective sales reports in Salesforce. Take a quick look around. 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 hobbies and interests should reinforce the idea that you would be an ideal candidate. Want to test a Salesforce reporting software for free? Solutions used by leading consumer banks to power internal mobility. Yes, it takes time, effort, thoughtfulness, creativity, and many other skills to put together a portfolio. Option 1: Build a traditional portfolio with a touch of Salesforce flavor. Using your Salesforce skills to create your own web site to showcase your Salesforce skills and more! 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. Your portfolio is a way to tell a story and showcase your soft skills, but most importantly, to show the powerful you. This is one of the most important pages. 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? Set up your band mates so that one of them is the Manager, with a custom profile and at least one permission set. Following along with the Trailhead . Details in the video! Build your Salesforce Personal Portfolio by Mohamed Magdi - Prezi This page was built for Habitat for Humanity to track hours, volunteer commitments, and requirements, which vary depending on different volunteer locations. 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. Amanda Bauman This is a fantastic blog for those who are seeking a job in Salesforce to build their digital resume. Once youve set your core aims and goals, you should consult all of your major data sources to decide which metrics and insights best align with your goals. In today's world, inbound sales and marketing efforts are as valuable as outbound lead-generating activitiesperhaps even more so. Marketing Cloud APIs and SDKs. Make your own online portfolio for free! 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. Coming up with ideas may be harder than creating the actual work. 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. Having a good visual structure to your portfolio is important, as well as showcasing your experience. Salesforce Portfolio Using Experience Cloud - LinkedIn Select Accept to consent or Reject to decline non-essential cookies for this use. Like most things in the Salesforce world, there are at least three ways to accomplish this. 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. Idealist Consulting. 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 community allows external users (in this case, Airlinks nonprofit partners) the ability to enter requests for airline donations. Uncover the power of spider charts with this complete guide including examples, best practices, and more! Thanks, it's a great idea!!! - DataImporter Ike Wagh 565 views 9 months ago. These are all questions you should ask yourself when designing your portfolio. Be prepared to talk about the why, outcomes of your projects, and architectural creation journey. This button displays the currently selected search type. https://www.youtube.com/c/AppsforAdmins?sub_confirmation=1*************#SalesforcePortfolio #CreateSalesforcePortfolio #AppsForAdmins #Salesforce #CreateASalesforcePortfolio 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. Its important to keep this area as straightforward as possible. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. Publish and share it! 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. Salesforce Portfolio Review: Standing Out From The Crowd! 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 Basically, recruiters and hiring managers are eager to see them! Here we go! It allows you to tell your story with pictures and videos, making it more engaging. Best of luck on your journey to Salesforce administrator, and with creating your own portfolio to highlight your accomplishments! Your portfolio will instantly demonstrate to employers that you are knowledgeable about the platforms best practices. Youve just created your custom domain. Build Your Personal Portfolio on Salesforce, Trailhead: Build a Custom Theme Layout Component for Experience Builder Sites. 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. 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! What is CPQ, or Configure, Price, Quote? - Salesforce.com Before we start, lets talk about the reasons for building a portfolio. Its your site, a canvas to work with, and your chance to share it with the world. But remember: youre not Facebook. You can check it out here! 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. And a big thank you to Kelly Skelton for being the first person to take the new module! 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. You can also take this time to add in a quick link to your resume. 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. With CPQ software, companies can reap the benefits of a . 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? 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. Winners to be chosen by the first week of January! Examples of skill keywords include data management, business processes, training users, creating reports, implementing, designing, etc. In this video, we will create a custom portfolio in Salesforce. https://kellymskelton-developer-edition.na135.force.com/portfolio/s/. How to Create a Standout Salesforce Resume + FREE TEMPLATES 2023 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. 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. He has two terrific projects, one of our favorites is his Klips for Kids, which provides kid-safe movies for those under 13. While looking at the wider picture is vitaland will offer you a practical insight into your ongoing levels of productivity and performanceits also important to sweat the small stuff. Last but not least, you may be curious about what to expect once you create your portfolio on Salesforce. 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. The answer is datapines cloud-based dashboard technology. Rounding off our essential reports in Salesforce tips, we move onto our finaland perhaps most overlookedactivity: improvement and refinement. This FREE workshop provides you with Salesforce Portfolio samples and shows you how you can showcase your own work on the platform.. <span style="">&lt;span style=""&gt;&amp;lt;!--{cke_protected}{C}%3C!%2D%2Dtd {border%3A 1px solid %23ccc%3B}br {mso-data-placement%3Asame-cell%3B}%2D%2D%3E--&amp;gt;&lt;/span&gt;</span> We use cookies to ensure that we give you the best experience on our website. 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. Practice, What to expect once you publish your Salesforce portfolio, Student success story: Arun Valiyaveettil Ipe. 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. SharePoint Salesforce Integration: The Step-by-Step Guide [2023] - Exalate Megan is currently working as an Associate Consultant at Slalom, and also works part-time as a content creator and Salesforce-focused Youtuber to help navigate, guide, and inspire others through their journeys. 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. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. Youve been hitting the trails hard and feel like you know a lot about Salesforce. A Salesforce portfolio is a collection of projects and other relevant information highlighting your skills and experience using the Salesforce platform. 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 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. 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. the photos? The page is set to refresh regularly, giving the impression of all the tablets talking together. Consider who will see your portfolio (potential employers or clients). GL20 5NX. This button displays the currently selected search type. Salesforce Portfolio Power Hour This brings us to tip number three. Each KPI represents a specific business function or process and is presented in a visual format that offers insights into trends, patterns, and performance. If you'd like to check out mine as an example, click here! 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? 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. Abduls. How I'm Building My Salesforce Portfolio (and 5 Helpful Tips - LinkedIn Leverage an all-in-one platform that transforms your frontline workforce into future-ready talent. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. A Salesforce portfolio is a collection of projects and other relevant information highlighting, Say youre just starting your career as a Salesforce Admin. 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. This page was built for College Track to manage volunteer check-ins at six different locations. The design and aesthetics of your portfolio are important; you want to ensure your audience can navigate the platform without feeling overwhelmed. And you deserve to. In this portfolio, you can include details about yourself that you cant include in your resume. By remaining on this site, we will assume that you're OK with it. Option 3: Build your portfolio on Salesforce to create a fun interactive way to showcase your talent. As such, KPIs are invaluable for benchmarking success and uncovering invaluable insights in key areas of the business. Workshop: Build Your Salesforce Portfolio on Experience Cloud . Use the sample code below as a model for your own call. A portfolio doesn't limit your ability to showcase your experience and hands-on ability. 4X Salesforce Certified | Consultant | Salesforce Solutions Engineer | Certified Scrum Master | Business Analyst | Trailhead Ranger. Workshop Replay; Slide Deck; Sample Salesforce Portfolios and Links; Google Hack to Find More Portfolio Samples; Trailhead Module for Building a Portfolio; Solutions used by leading insurance companies to power internal mobility. Make your portfolio more visible to potential employers and recruiters by including relevant keywords in your file names, descriptions, and content. 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? By the end of this project, youll have your own portfolio to shine a spotlight on your skills and achievements. 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. 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. Check out our 2018 case study on how we designed a Salesforce Community with Nonprofit Coordinating Committee of New York. Well be looking at two examples to help us with this. 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. 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. 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. Lets start building a portfolio together through Salesforces Experience Cloud to help build your story! The point here is: Salesforce data is all-encompassing. 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. 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. Customize Your Site Unit | Salesforce Trailhead 22 Weekly Downloads. Click Standard Page. 4. Thanks for the info and the inspiration Amanda Bauman, Ashley Weihe, and Kelly Michael Skelton! . Salesforce is a robust analytical tool with the power to help businesses of every shape and size achieveor even exceed their goals consistently.
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