A Beginners Introduction To The Most Common Data Types In Programming, A Complete Guide To Spider Charts With Best Practices And Examples Of When To Use Them, A Beginners Guide To The Power Of Area Charts See Examples, Types & Best Practices. If you'd like to check out mine as an example, click here! 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. Its still a relevantand effectivelead generation tool, provided you manage your outbound communications strategies wisely. Kelly included his education, certifications, volunteer experience, and more - information that you can't express on your rsum. Do not have an overly complex or distracting layout (pictures, popups, strong colors). What you will learn : Enable Communities. This is an example of a customized Community we built for Airlink, a nonprofit Force For Change Grant recipient. Idealist Consulting. This data all flows through from Salesforce objects and gives volunteers a quick view of their history with the organization. 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. Consider who will see your portfolio (potential employers or clients). We have created an introductory Experience Cloud site to help guide you to set up the backbone of your site. This is the bread and butter of your portfolio. Create a Community. 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. Like most things in the Salesforce world, there are at least three ways to accomplish this. Following along with the Trailhead Module and Bradley Rice's videos, I was easily able to create and polish this site within an hour. High-five, trailblazer! I loved the Trailhead module and I'm about to create another Digital Experience community for my own personal portfolio (2.0 I guess). And check out this blog on connecting your website to your database for a more information on that essential piece of this project. 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? Coupled with the right design, your Salesforce report builder efforts will prove incredibly effective. Salesforce generously provides multiple playgrounds, so the question becomes, what to put in them? Tailor your portfolio to the specific audience and highlight the skills and experience more relevant to that audience. My community included information about me, assignments from classes, clubs, and activities I was involved in, and memories from volunteer opportunities. Make your portfolio more visible to potential employers and recruiters by including relevant keywords in your file names, descriptions, and content. Set up. Salesforce portfolios accomplish 3 goals: Now were ready to discuss how you create a Salesforce portfolio. Lets build the basics of what your portfolio needs so we can tell the readers your story. When creating your repository, you want to bake relevant keywords in the file names and descriptions to attract potential employers or recruiters. csv-import-example (forked) c.luro. Solutions used by leading insurance companies to power internal mobility. 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? Airlink is a rapid-response humanitarian relief organization that links airlines with pre-qualified nonprofits. 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! Gloucestershire So, what Salesforce reporting tools do we use? 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. 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. 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. The portfolio can be in a physical or electronic format, such as a website, PDF document, or hosted online. 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. Salesforce report is a management tool that offers a visual representation of essential sales-based data through a centralized cloud-based reporting platform. 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. Double check for grammatical and spelling errors. Build your Personal Portfolio on Salesforce, https://kellymskelton-developer-edition.na135.force.com/portfolio/s/, https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s. So, what tools are most effective for Salesforce reporting? 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. Your portfolio will instantly demonstrate to employers that you are knowledgeable about the platforms best practices. Option 1: Build a traditional portfolio with a touch of Salesforce flavor. CD, t-shirts, cell phone pockets with your logo? The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. I built my portfolio, please check it out https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s Interested in more great examples of custom Salesforce design? 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. Once you have your core idea, you can find many ways to apply what you know. This FREE workshop provides you with Salesforce Portfolio samples and shows you how you can showcase your own work on the platform.. <span style=""><span style="">&lt;!--{cke_protected}{C}%3C!%2D%2Dtd {border%3A 1px solid %23ccc%3B}br {mso-data-placement%3Asame-cell%3B}%2D%2D%3E--&gt;</span></span> We use cookies to ensure that we give you the best experience on our website. We have worked with many clients to alter the user interface and look and feel of Salesforce solutions, from donation pages to Salesforce Communities. Bonus, you get to show off your NPSP skills! 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. By remaining on this site, we will assume that you're OK with it. One method is to build a portfolio demonstrating your Salesforce skills. Either way, you want a portfolio to help you shine bright in an ecosystem that is rapidly growing daily. I didn't realize the history behind the module before today though. 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. The point here is: Salesforce data is all-encompassing. and today I finally took the plunge. GL20 5NX. A portfolio provides a platform to highlight your best work. You can also use your homepage to list your Salesforce certifications (or other related certifications, such as a Slack). In todays digital world, theres such a great opportunity to showcase the skills, experience, and projects youre working on or have completed. 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. 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. There are immediate benefits to be gained by building your portfolio on Salesforce. 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. 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. You can add the following as a separate tab if you choose. You can update your choices at any time in your settings. A Salesforce portfolio can help you stand out in a job search by showcasing your skills and experience using the Salesforce platform. Workshop Replay; Slide Deck; Sample Salesforce Portfolios and Links; Google Hack to Find More Portfolio Samples; Trailhead Module for Building a Portfolio; Ensure your user experience is enjoyable and that it contains a call to action. Lastly, focus on not adding too much decoration or images, and not lumping your material together. Here we go! And you deserve to. Details in the video! Or perhaps youre y, Help you tell your Salesforce platform story. 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. Check out our 2018 case study on how we designed a Salesforce Community with Nonprofit Coordinating Committee of New York. Youve decided to organize a local walk/run for charity. 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. Learn how students upskilled their career. 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. 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. Lets begin by forming the very foundations of your Salesforce data reporting effortsdefining your businesss specific aims and goals. 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). To complete this project, you need a free Trailhead Playground or Developer Edition org. These are all questions you should ask yourself when designing your portfolio. This brings us to tip number three. A Salesforce portfolio is a collection of projects and other relevant information highlighting your skills and experience using the Salesforce platform. Just thought I'd breathe a little life into this intriguing articleI definitely think it's worth the attention! Say you are a musician in a band, and occasionally play gigs in town. In the modern business age, transparency is one of the key components of ongoing growth and success. 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? Despite the fact that Salesforce reporting tools are designed to handle vast amounts of data from a variety of sources, if you overload your dashboards with information, they will offer little value. You make the decision on how you want to architect, design, and create your page to tell your story best. Its better to have space so a viewer isnt overwhelmed. The page is set to refresh regularly, giving the impression of all the tablets talking together. If you're interested in creating your own portfolio, I would highly recommend using Salesforce's built in tool. Follow these tips to start with the backbone of your portfolio, then get creative and separate yourself from the crowd. *Note: Another way to facilitate a simpler version of this type of experience would be to show visualforce components behind a login page. And a big thank you to Kelly Skelton for being the first person to take the new module! . Interested in more great examples of custom Salesforce design? UPDATE July 24, 2020: I've been so impressed with people's portfolios. This button displays the currently selected search type. 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. Youve been hitting the trails hard and feel like you know a lot about Salesforce. The latest news, stories, and insights on career navigation and frontline retention. These screenshots should depict features and capabilities you have learned along your path and be presentable enough to embed into your resume. Tewkesbury In this project, you create a personal website and add a personal portfolio to help share your skills and grow your career. But first, lets take a moment to understand the role of Salesforce reports in the business world. Note: For this section, I am going to be showcasing Nick Maios outstanding portfolio. The tools we use for Salesforce are driven by our cutting-edge data dashboard technology, helping businesses across industries consolidate insights from a broader range of sources while drilling down even deeper into particular customer-facing aspects of the business. Customer 360 is the breadth of Salesforce technology one integrated CRM platform to bring your company and customers together from anywhere. This is also a great opportunity to connect with the Trailblazer Community. You can find it at the bottom of this page. When you've got everything set up, you can see the stubbing in action. 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. Make a copy Learn about Prezi. Select Accept to consent or Reject to decline non-essential cookies for this use. Think of your audience and the type of user experience you want to provide. Make Sales processes, web-to-lead, and lead conversion field mapping. Click Standard Page. automation consulting, 4076 N Mississippi Avenue, Sign up for a free 14-day datapine trial with datapine and experience the business-boosting power of Salesforce reports and dashboards first-hand. OK, lets get started by turning on Experiences. Thats mainly what people will build inspiration from: your own creativity. After doing some out-of-the-box thinking, I decided to create an online portfolio to shine a spotlight on multiple pieces of my academic work - effectively introducing my best work as not only a custom Salesforce community but also my passion for learning Salesforce on my own. Practice, What to expect once you publish your Salesforce portfolio, Student success story: Arun Valiyaveettil Ipe. She included photos, links to her projects, volunteering, on-campus and off-campus activities, and more. Before we start, lets talk about the reasons for building a portfolio. Tell me all about it down in the comments below! Consider subscribing to Apps for Admins using this Link! Remember, including these special achievements is another way to show off your qualifications, skills, and hands-on experience with Salesforce. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. Once you've selected your KPIs, our next Salesforce reports and dashboard analysis tip boils down to design and visualization. This area is Workspaces where you customize and administer your site. 2,711 Views. As Kelly continues to grow his experience and earn more credentials his portfolio can grow with him. It's a daunting task, but Salesforce created a tool to make it simple and intuitive (thanks Salesforce!) 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. I sent out a tweet last week for people to send me their portfolio links. While we recommend digital due to the flexibility of online portfolios, you need to decide on your format. Your resume should include the following: Weve included a sample for you to download, courtesy of Salesforce Ben. 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 uses Wordpress as the content server, allowing clients to easily input updates which then translate into this Visualforce page. When you work with a consulting partner to build something thats intuitive to your process, you wont have to spend too much time training. Creating your Salesforce portfolio can help future-proof your career opportunities and add long-term residual value to your life. Guide the recruiter to the conclusion that you are the best candidate for the salesforce developer job. 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. This button displays the currently selected search type. 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. Each KPI represents a specific business function or process and is presented in a visual format that offers insights into trends, patterns, and performance. I was excited to see what Kelly came up with for his personal portfolio. Our outbound calls dashboard is one of our best Salesforce reporting tools. 4X Salesforce Certified | Consultant | Salesforce Solutions Engineer | Certified Scrum Master | Business Analyst | Trailhead Ranger. Lets talk about the initial appearance and design so your reader will feel intrigued to find out more, not overwhelmed by the content. Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. After such a great response, I created this form: sfdc.co/sfportfolio to help me capture all the awesomeness. 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. For this exercise, choose Flexible Layout. Many times a portfolio wont just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. https://www.youtube.com/c/AppsforAdmins?sub_confirmation=1*************#SalesforcePortfolio #CreateSalesforcePortfolio #AppsForAdmins #Salesforce #CreateASalesforcePortfolio Your portfolio is a way to tell a story and showcase your soft skills, but most importantly, to show the powerful you. And document, document, document, so that you remember later what you did! 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. BUT! He has two terrific projects, one of our favorites is his Klips for Kids, which provides kid-safe movies for those under 13. If you are willing to share your link with me, please complete this super quick form. 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. 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. Example #3: Quirky, blunt & fun. Remember, the goal is to not overwhelm your viewer, but to direct them to the content you wish them to see. First, focus on understanding this: once someone arrives on your page, do they have the resources and tools they need to comprehend the information you are putting before them? 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. 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 to expect once you publish your Salesforce portfolio? 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. Research, tools, events & more to improve frontline talent mobility. This approach includes all of the items from the option above and a resume. 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. At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. On the Home tab, click the down arrow next to the Page Properties icon.
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