Either way, you want a portfolio to help you shine bright in an ecosystem that is rapidly growing daily. To complete this project, you need a free Trailhead Playground or Developer Edition org. A Salesforce portfolio is a collection of projects and other relevant information highlighting, Say youre just starting your career as a Salesforce Admin. Where can you be reached? 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. 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). 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. The latest news, stories, and insights on career navigation and frontline retention. Click +New Blank Page. It helps teams work better together. A portfolio doesnt limit your ability to showcase your experience and hands-on ability. Basically, recruiters and hiring managers are eager to see them! Reduce churn. How do you stand out among your peers? 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? 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. Within a couple of hours, he'd already built his portfolio. Fortunately, datapines modern BI dashboard software offers 24/7 access to dynamic dashboards across multiple devices. Salesforce portfolios accomplish 3 goals: Now were ready to discuss how you create a Salesforce portfolio. https://kellymskelton-developer-edition.na135.force.com/portfolio/s/. Lets build the basics of what your portfolio needs so we can tell the readers your story. To create a traditional portfolio, you can start by creating links to a repository of screenshots. CD, t-shirts, cell phone pockets with your logo? I didn't realize the history behind the module before today though. Before we had interactive options, this approach was an effective strategy for building a Salesforce portfolio. 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. Yes, it takes time, effort, thoughtfulness, creativity, and many other skills to put together a portfolio. Here we go! Think about it you wouldnt sit through a boring commercial, right? Coming up with ideas may be harder than creating the actual work. Following along with the Trailhead Module and Bradley Rice's videos, I was easily able to create and polish this site within an hour. Customer 360 - Complete Salesforce Products & Software Suite In addition to the check-in visible here, platoon leaders can also post new events and easily enter details and share with the appropriate people for their region. In a data-driven age, modern organizations need access to advanced data analytics solutions to help them improve the business in a wealth of key areasSalesforce is one of those solutions. The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. 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. Use Products for your band merch. 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. 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. The first of our Salesforce reporting tips comes in the form of defining your goals. Option 2: Customize your resume and supplement it with a bio that spotlights your personality. After you enable Digital Experiences, the system automatically assigns you a domain name. These screenshots should depict features and capabilities you have learned along your path and be presentable enough to embed into your resume. Secondly, once you get their attention and they go to click an area to find out more, can they navigate easily through your site and back to the homepage, if needed? Thanks, it's a great idea!!! Solutions used by leading insurance companies to power internal mobility. Make Sales processes, web-to-lead, and lead conversion field mapping. This way, you can position yourself in the best way to get hired. If you are willing to share your link with me, please complete this super quick form. For this project, we use Salesforce Experience Cloud, which enables you to create beautiful, branded portals, forums, and sites, without writing any code. Do not have an overly complex or distracting layout (pictures, popups, strong colors). Create a Portfolio Object | Marketing Cloud APIs and SDKs - Salesforce 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. Key performance indicators (KPIs) are an integral part of the report-building process. 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. Show your frontline internal paths to critical roles. As humans, we have an affinity for visual information as our brains process it far more effectively than text-based data alone. All Rights Reserved. #44 - 7 Portfolio Examples That'll Blow Your Mind! 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. We have created an introductory Experience Cloud site to help guide you to set up the backbone of your site. Ensure you become the customer relationship management professional you want to become. Salesforce Reports Examples, Templates & Reporting Tools - datapine Create Accounts of local venues, with Contacts of their booking managers Create Opportunities for shows Use Products for your band merch. Competing for a job in the Salesforce ecosystem is difficult! And a big thank you to Kelly Skelton for being the first person to take the new module! Salesforce Portfolio Is a Valuable Asset You need a 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. Choose a content layout. Hobbies can demonstrate transferable skills, for example, mentoring would show the ability to support a team, especially junior colleagues, which would be very useful in a Salesforce Team Manager role. This uses Wordpress as the content server, allowing clients to easily input updates which then translate into this Visualforce page. 4. As such, KPIs are invaluable for benchmarking success and uncovering invaluable insights in key areas of the business. Marketing Cloud APIs and SDKs. Tailor your portfolio to the specific audience and highlight the skills and experience more relevant to that audience. 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. Modern portfolios are part of what keeps the Salesforce ecosystem fun and attractive to so many. Your business may use a single Customer 360 app, or a combination of many. How I'm Building My Salesforce Portfolio (and 5 Helpful Tips - LinkedIn This is the very foundation of crafting effective sales reports in Salesforce. Provide some inspiration sites/functionality to your designer/consultant. Keep it updated regularly to reflect your latest skills or achievements. Consider who will see your portfolio (potential employers or clients). The project guides you through the steps of creating a resume website with the Salesforce platform. Sign up for a free 14-day datapine trial with datapine and experience the business-boosting power of Salesforce reports and dashboards first-hand. Build your Personal Portfolio on Salesforce - LinkedIn In todays digital world, theres such a great opportunity to showcase the skills, experience, and projects youre working on or have completed. Here are some examples of recent projects weve built for clients to inspire you. This button displays the currently selected search type. In this video, we'll look at different Salesforce portfolios, styles, and tools to help you create your own. 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. Before we start, lets talk about the reasons for building a portfolio. I loved the Trailhead module and I'm about to create another Digital Experience community for my own personal portfolio (2.0 I guess). Marketing Cloud has a new model for storing, finding, managing, creating, sharing, and distributing all content-related objects. salesforce examples - CodeSandbox So, what Salesforce reporting tools do we use? Practice, What to expect once you publish your Salesforce portfolio, Student success story: Arun Valiyaveettil Ipe. Then organize them in a way that is easy to navigate. This is a shot of a custom Salesforce page that trainers and coaches login to track attendance and push out messages. 2023 But first, lets take a moment to understand the role of Salesforce reports in the business world. Say you are a musician in a band, and occasionally play gigs in town. Weve put together this guide to help you create an amazing Salesforce portfolio. Even if you have gotten used to Salesforce's data structure of having different screens for tracking contact, account, and opportunity details, your donors or partners will have little tolerance for this and will expect a more intuitive process. How can they take the next step and dig deeper into your work? sizetoscale 6 mo. You can also take this time to add in a quick link to your resume. Ready to shine a spotlight on yourself? 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. Airlink is a rapid-response humanitarian relief organization that links airlines with pre-qualified nonprofits. What if you planned a book tour for one of your favorite authors? 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. 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. Third Floor Library Building Also: Win a chance at a portfolio review session! Complete a new Trailhead? 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. When expanded it provides a list of search options that will switch the search inputs to match the current selection. Workshop: Build Your Salesforce Portfolio on Experience Cloud Salesforce Lory 2.5K views 8 months ago An Awesome Dataloader for Salesforce! Below we have mentioned some of the following ideas: There are some things you should be aware of when creating a portfolio, including things you should not include. One advantage that you have over Facebook is that your site doesnt have to appeal to everyone, just your specific audience. Tell me all about it down in the comments below! Consider subscribing to Apps for Admins using this Link! What does Salesforce do? Use the sample code below as a model for your own call. 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. 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. Select New Page at the bottom of the menu. As a result, you will boost your overall productivity rates while boosting your outbound call conversion rates consistently. Build your Salesforce Personal Portfolio by Mohamed Magdi - Prezi . Doing so will boost productivity, optimize lead response times, boost conversion rates, and, ultimately, bulk up your bottom line. Build a Resume Website that Stands Out to Employers | Salesforce If you'd like to check out mine as an example, click here! Many times a portfolio won't just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. The portfolio can be in a physical or electronic format, such as a website, PDF document, or hosted online. 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. I'm sure you've heard about how "good for you" creating a portfolio can be, but if you're like me, you're hesitant to spend the time to actually do it. If you need to build a case for this sort of investment, consider how much time you currently spend supporting your volunteers, donors, and partners: this is all time that could be reduced with a smartly-designed portal experience. Ashley one day sent me a link to a web site she'd created on Salesforce, and I thought it was brilliant! 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. This approach includes all of the items from the option above and a resume. Band equipment sales, geology studies as a service, happy to help riff biz ideas if you're from some other background. 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. 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. She included photos, links to her projects, volunteering, on-campus and off-campus activities, and more. At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. Salesforce + marketing 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. How to Create a Salesforce Portfolio Land a Job with an - YouTube 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. Think of your audience and the type of user experience you want to provide. Once youve picked your best Salesforce reporting tools visualizations, you should start to see an accessible mix of trends and patterns emerging.