salesforce portfolio examples

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Are you ready to get creative? 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. 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. *Note: Another way to facilitate a simpler version of this type of experience would be to show visualforce components behind a login page. A Salesforce portfolio is a collection of projects and other relevant information highlighting your skills and experience using the Salesforce platform. This button displays the currently selected search type. 2,711 Views. Best of luck on your journey to Salesforce administrator, and with creating your own portfolio to highlight your accomplishments! 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. 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. Best case, you get invited to share your Salesforce portfolio at the next Dreamforce event! You can either put this section in the Homepage as a brief overview, with around 2-4 sentences on who you are, or create a visual mind map journey like Nicks. Power and proficiency in one neat package. Kelly included his education, certifications, volunteer experience, and more - information that you can't express on your rsum. 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 In this portfolio, you can include details about yourself that you cant include in your resume. 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. 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. 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. Thanks, it's a great idea!!! 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. Step 3 - Test it out. Salesforce reporting tools are the vessel to help you do just that. 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. Winners to be chosen by the first week of January! Now that youve shown the viewer your strengths and knowledge, they will be intrigued to learn more about you. 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. Tell me all about it down in the comments below! Consider subscribing to Apps for Admins using this Link! 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. As such, KPIs are invaluable for benchmarking success and uncovering invaluable insights in key areas of the business. Ensure your user experience is enjoyable and that it contains a call to action. Your portfolio will instantly demonstrate to employers that you are knowledgeable about the platforms best practices. I was excited to see what Kelly came up with for his personal portfolio. Each document is stored in a folder in SharePoint that has the name of the entity it is related to in Salesforce. 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. Option 2: Customize your resume and supplement it with a bio that spotlights your personality. Salesforce portfolios accomplish 3 goals: Now were ready to discuss how you create a Salesforce portfolio. 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. High-five, trailblazer! Most of this success boils down to effective reporting. This was the inspiration for a new Trailhead Module that Ashley and I worked on together called "Build your Personal Portfolio on Salesforce". 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. Use it to insert, update, delete, or export Salesforce records. Abduls. 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. Every page, icon, picture, and blurb of text should also complement each other. Design is inherently subjective, so simply saying I want it to look like Facebook isnt enough. The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. 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. There is also a default folder to store documents that are not related to any entity. 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. 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. Explore our guide to choosing the right types of graphs and charts to help you with your efforts. 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. And check out this blog on connecting your website to your database for a more information on that essential piece of this project. 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. In today's world, inbound sales and marketing efforts are as valuable as outbound lead-generating activitiesperhaps even more so. This can be done through a portfolio. the photos? Well be looking at two examples to help us with this. On the Home tab, click the down arrow next to the Page Properties icon. A portfolio doesnt limit your ability to showcase your experience and hands-on ability. Fortunately, datapines modern BI dashboard software offers 24/7 access to dynamic dashboards across multiple devices. This area is Workspaces where you customize and administer your site. Access the objects created with the new Content Builder tools using the REST API. We have created an introductory Experience Cloud site to help guide you to set up the backbone of your site. Now, Kelly can add that link to his rsum and LinkedIn profile, and also on his Trailblazer.me profile so that any potential employers can check out his Salesforce skills. 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. Set up sales processes, approval processes and notifications If you come from some other background, make up a business in that space. Do not have an overly complex or distracting layout (pictures, popups, strong colors). Many times a portfolio wont just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. Note: For this section, I am going to be showcasing Nick Maios outstanding portfolio. Many times a portfolio won't just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. You want to create a call to action: how can they learn more? When you work with a consulting partner to build something thats intuitive to your process, you wont have to spend too much time training. 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. This is a cool take on how to jazz up your own personal portfolio and still add in a lot of creative elements. Using your Salesforce skills to create your own web site to showcase your Salesforce skills and more! 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. 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. For this exercise, choose Flexible Layout. Build Your Personal Portfolio on Salesforce, Trailhead: Build a Custom Theme Layout Component for Experience Builder Sites. Stay up to date on the latest in Salesforce - news, tips & career advice. By improving team communications and productivity, businesses drive greater success. 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. The first of our Salesforce reporting tips comes in the form of defining your goals. Join our group of 500+ trusted guest posters Click here to start the conversation. 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. How do you show your experience, before you HAVE experience? As you know, a one-page resume doesnt always highlight everything about you. Amanda Bauman This is a fantastic blog for those who are seeking a job in Salesforce to build their digital resume. This is true for companies with one-off sales, subscription pricing, recurring billing, and other revenue models. 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. Make your portfolio more visible to potential employers and recruiters by including relevant keywords in your file names, descriptions, and content. Guide the recruiter to the conclusion that you are the best candidate for the salesforce developer job. If you're interested in creating your own portfolio, I would highly recommend using Salesforce's built in tool. Go back to that Gliffy and consider simplifying your process. Marketing Cloud APIs and SDKs. Option 3: Build your portfolio on Salesforce to create a fun interactive way to showcase your talent. automation consulting, 4076 N Mississippi Avenue, You can find it at the bottom of this page. 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. A Salesforce portfolio is a collection of projects and other relevant information highlighting, Say youre just starting your career as a Salesforce Admin. Build your Personal Portfolio on Salesforce, https://kellymskelton-developer-edition.na135.force.com/portfolio/s/, https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s. The answer is datapines cloud-based dashboard technology. Competing for a job in the Salesforce ecosystem is difficult! 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. By remaining on this site, we will assume that you're OK with it. Our outbound calls dashboard is one of our best Salesforce reporting tools. Tailor your portfolio to the specific audience and highlight the skills and experience more relevant to that audience. ClickLaunchto open the Trailhead Playground in a new browser tab (login required). Its the opportunity to show your ideas, bring them to life, and walk your viewer through a journey and a story. 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. It is usually tailored to the specific audience or job you are applying for. There are many additional features that you typically need to configure in a site, but for our purposes, you can dive right into personalizing your site. United Kingdom Be proud of your work! Use the sample code below as a model for your own call. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. Learn everything there is to know about the power of professional area charts. Collect all the materials youll need to demonstrate your. Get personalized recommendations for your career goals, Practice your skills with hands-on challenges and quizzes, Track and share your progress with employers, Connect to mentorship and career opportunities. 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. Implementing them before building your portfolio will help you create a strong Salesforce portfolio. When creating your repository, you want to bake relevant keywords in the file names and descriptions to attract potential employers or recruiters. 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. My heart is full seeing amazing graduates taking this new module and shining a spotlight on their achievements and Salesforce skills all at the same time. 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. 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. Select New Page at the bottom of the menu. - DataImporter Ike Wagh 565 views 9 months ago. We should not only use the brains we have but all that we can borrow.Woodrow Wilson. 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. She included photos, links to her projects, volunteering, on-campus and off-campus activities, and more. In this project, you create a personal website and add a personal portfolio to help share your skills and grow your career. Uncover the power of spider charts with this complete guide including examples, best practices, and more! 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. Gloucestershire This approach includes all of the items from the option above and a resume. 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. by Jason Howard and Lily Malota | Jan 20, 2023 | Salesforce. Opportunity Field History. Click Standard Page. Also: Win a chance at a portfolio review session! 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. 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. Yes, it takes time, effort, thoughtfulness, creativity, and many other skills to put together a portfolio. He did this by getting hands-on experience, which resulted in creating a portfolio with all his projects illustrating his coding and architecture background. It offers an engaging, sharable, and interactive tour for those visiting his portfolio. You can update your choices at any time in your settings. Be prepared to talk about the why, outcomes of your projects, and architectural creation journey. When expanded it provides a list of search options that will switch the search inputs to match the current selection. What to expect once you publish your Salesforce portfolio? Customer 360 is the breadth of Salesforce technology one integrated CRM platform to bring your company and customers together from anywhere.

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