Option 1: Build a traditional portfolio with a touch of Salesforce flavor. A Salesforce portfolio can help you stand out in a job search by showcasing your skills and experience using the Salesforce platform. 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. BUT! 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. Solutions used by leading consumer banks to power internal mobility. 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. Login into access a rich community of Salesforce Developers, get ideas, and find solutions. At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. Latest version 0.1.2. 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. 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. 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. This page was built for Habitat for Humanity to track hours, volunteer commitments, and requirements, which vary depending on different volunteer locations. Lets talk about the initial appearance and design so your reader will feel intrigued to find out more, not overwhelmed by the content. Gloucestershire Check out these four ways to supercharge your online portfolio. Competing for a job in the Salesforce ecosystem is difficult! 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. This is just intended to get you started, merge your love for Salesforce and your favorite past times and keep going! Your business may use a single Customer 360 app, or a combination of many. 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 Explore our guide to choosing the right types of graphs and charts to help you with your efforts. 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. 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. The design and aesthetics of your portfolio are important; you want to ensure your audience can navigate the platform without feeling overwhelmed. 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 do you stand out among your peers? 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. ClickLaunchto open the Trailhead Playground in a new browser tab (login required). After such a great response, I created this form: sfdc.co/sfportfolio to help me capture all the awesomeness. Think of your audience and the type of user experience you want to provide. If youve created an inbound sales dashboard, for example, and you feel your outbound strategy needs improvement, you can use some of your existing dashboard customizations to create a new reporting tool. Opportunity Field History. This page was built for College Track to manage volunteer check-ins at six different locations. Note: For this section, I am going to be showcasing Nick Maios outstanding portfolio. Say youre just starting your career as a Salesforce Admin. 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. Managing your inbound initiatives efficiently is critical if you want to succeed in the long run. Once youve dedicated the time and effort to mapping out your user experience and are ready to follow the tips provided at the beginning of this post, youre ready to get going! 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. 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. 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. 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. It's actually very simple. salesforce Portfolio View salesforce relevant projects and online portfolio examples shared by CakeResume's users. Lets build the basics of what your portfolio needs so we can tell the readers your story. 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. These dynamic Salesforce reporting tools are designed to enhance the value of the platforms insights while improving sales intelligence and strategy across the board. Third Floor Library Building What you will learn : Enable Communities. What is it about Facebook you likethe colors? Each document is stored in a folder in SharePoint that has the name of the entity it is related to in Salesforce. A Salesforce portfolio is a collection of projects and other relevant information highlighting, Say youre just starting your career as a Salesforce Admin. This is the very foundation of crafting effective sales reports in Salesforce. Make Sales processes, web-to-lead, and lead conversion field mapping. We will create a custom community in Salesforce and customize it to create the Portfolio. Tell me all about it down in the comments below! Consider subscribing to Apps for Admins using this Link! Option 2: Customize your resume and supplement it with a bio that spotlights your personality. Tailor your portfolio to the specific audience and highlight the skills and experience more relevant to that audience. Privacy Policy Terms of Use Accessibility Job Applicant Privacy Copyright 2022 Pathstream Inc. In this project, you create a personal website and add a personal portfolio to help share your skills and grow your career. Modern portfolios are part of what keeps the Salesforce ecosystem fun and attractive to so many. Salesforce Portfolio Is a Valuable Asset You need a portfolio. To complete this project, you need a free Trailhead Playground or Developer Edition org. 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 Jason Howard and Lily Malota | Jan 20, 2023 | Salesforce. You can follow along with the demo below. Its still a relevantand effectivelead generation tool, provided you manage your outbound communications strategies wisely. Set up your band mates so that one of them is the Manager, with a custom profile and at least one permission set. 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. 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. 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. Power and proficiency in one neat package. Remember that the Portfolio contains folders; if a folder is not specified, all Portfolio items for the account are returned. Your existing SOAP API integrations only function with the Classic tools in Marketing Cloud. A Salesforce portfolio is a collection of projects and other relevant information highlighting your skills and experience using the Salesforce platform. There are various internal add-ons, which are often quite basic and lack advanced analytics features and options. 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. 22 Weekly Downloads. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. automation consulting, 4076 N Mississippi Avenue, She included photos, links to her projects, volunteering, on-campus and off-campus activities, and more. 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. This can be done through a portfolio. Getting tons of likes and expanding your network if shared on social media. Bonus, you get to show off your NPSP skills! Youll also be able to include all the supplemental details and information we outlined in options 1 and 2. Were on a mission to give everyone access to a meaningful career. There are immediate benefits to be gained by building your portfolio on Salesforce. Practice, What to expect once you publish your Salesforce portfolio, Student success story: Arun Valiyaveettil Ipe. Tewkesbury Doing so will boost productivity, optimize lead response times, boost conversion rates, and, ultimately, bulk up your bottom line. Select New Page at the bottom of the menu. sizetoscale 6 mo. 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. CD, t-shirts, cell phone pockets with your logo? This style is still functional today because it is versatile and can be easily adapted to fit the needs of recruiters, hiring managers, and potential employers. Name the file portfolio_header and ensure it is of the type "jpg". Details in the video! These are all questions you should ask yourself when designing your portfolio. 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. This is an example of a customized Community we built for Airlink, a nonprofit Force For Change Grant recipient. 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. Stay up to date on the latest in Salesforce - news, tips & career advice. How do you show your experience, before you HAVE experience? Salesforce reports are the way to get aheadand stay aheadof the game. Both of these approaches are correct (and essential), but for real reporting success, you need to adopt both analytical methods consistently. 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. Now that youve shown the viewer your strengths and knowledge, they will be intrigued to learn more about 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. Features make adding Bootcamps, certifications, Clicked, and Salesforce Partner Learning Camp credentials easy. Most of this success boils down to effective reporting. and today I finally took the plunge. Additionally, including certifications and sought-after keywords such as Platform App Builder, Advanced Administrator, Salesforce Administrator Certification, and Customer Relationship Management can also make your Salesforce portfolio more attractive. 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. 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. 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. Build Your Personal Portfolio on Salesforce, Trailhead: Build a Custom Theme Layout Component for Experience Builder Sites. Basically, recruiters and hiring managers are eager to see them! *Note: Another way to facilitate a simpler version of this type of experience would be to show visualforce components behind a login page. This is a cool take on how to jazz up your own personal portfolio and still add in a lot of creative elements. 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. He has two terrific projects, one of our favorites is his Klips for Kids, which provides kid-safe movies for those under 13. 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. The point here is: Salesforce data is all-encompassing. This way, you can position yourself in the best way to get hired. Remember, including these special achievements is another way to show off your qualifications, skills, and hands-on experience with Salesforce. Depending on their answer, theyll be presented with different resources to check out such as financial support, fellowship options, and certification options. Salesforce is a robust analytical tool with the power to help businesses of every shape and size achieveor even exceed their goals consistently. This is a great opportunity to show your learning achievements. As a result, you will boost your overall productivity rates while boosting your outbound call conversion rates consistently. This is a shot of a custom Salesforce page that trainers and coaches login to track attendance and push out messages. 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.

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