A couple of years ago I met a student from Illinois State University named Ashley Weihe. When interacting with Salesforce report software, many sales teams or executives make the mistake of only looking at real-time insights or exclusively examining historical data to hone in on trends or patterns. A Salesforce portfolio can help you stand out in a job search by showcasing your skills and experience using the Salesforce 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. 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. Hes incorporated a flow to bring people through their journey depending on their separation date from the military. BUT! 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. Explore our guide to choosing the right types of graphs and charts to help you with your efforts. Having a good visual structure to your portfolio is important, as well as showcasing your experience. Check out these four ways to supercharge your online portfolio. 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. My community included information about me, assignments from classes, clubs, and activities I was involved in, and memories from volunteer opportunities. Our outbound calls dashboard is one of our best Salesforce reporting tools. 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. Or perhaps youre years down the career path shaping business processes and guiding the efforts of a global sales team. Features make adding Bootcamps, certifications, Clicked, and Salesforce Partner Learning Camp credentials easy. 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. Provide some inspiration sites/functionality to your designer/consultant. This page contains information about retrieving and selecting object contained within the Portfolio and associated subfolders of a given Marketing Cloud account. 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. 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! You can also take this time to add in a quick link to your resume. By Bernardita Calzon in Dashboarding, Apr 1st 2021. ago 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. These screenshots should depict features and capabilities you have learned along your path and be presentable enough to embed into your resume. Youve decided to organize a local walk/run for charity. 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. A Salesforce portfolio is a collection of projects and other relevant information highlighting, Say youre just starting your career as a Salesforce Admin. 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. 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. Learn everything there is to know about the power of professional area charts. Click Standard Page. Salesforce Administrator Certified | Trailhead Ranger | 8x Superbadges | USMC Veteran. It may also include screenshots or other forms of media that demonstrate your work and its impact on the organization. 2023 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. At the very least, you should expect an inbox filled with recruiters asking to meet and tons of connection requests on LinkedIn. Sharing a well-crafted and comprehensive Salesforce portfolio with hiring managers can increase your chances of. Coming up with ideas may be harder than creating the actual work. This is just intended to get you started, merge your love for Salesforce and your favorite past times and keep going! In the digital age, the art of sales is more multidimensional than ever before. In today's world, inbound sales and marketing efforts are as valuable as outbound lead-generating activitiesperhaps even more so. Lets talk about the initial appearance and design so your reader will feel intrigued to find out more, not overwhelmed by the content. When we say tell your story, we mean it. Then organize them in a way that is easy to navigate. You can follow along with the demo below. Select Accept to consent or Reject to decline non-essential cookies for this use. Use this online salesforce playground to view and fork salesforce example apps and templates on CodeSandbox. Remember that the Portfolio contains folders; if a folder is not specified, all Portfolio items for the account are returned. Customer 360 is the breadth of Salesforce technology one integrated CRM platform to bring your company and customers together from anywhere. We will create a custom community in Salesforce and customize it to create the Portfolio. Abduls. Choose a content layout. 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. experience, training course completion documents, certifications, and Salesforce skills in one place. Either way, you want a portfolio to help you shine bright in an ecosystem that is rapidly growing daily. Following along with the Trailhead Module and Bradley Rice's videos, I was easily able to create and polish this site within an hour. Create Accounts of local venues, with Contacts of their booking managers Create Opportunities for shows Use Products for your band merch. Name the file portfolio_header and ensure it is of the type "jpg". Marketing Cloud APIs and SDKs. In this concise yet informative Salesforce reports tutorial, were going to show you how to use cutting-edge dashboards and explore essential platform-centric reporting techniques to squeeze every drop of value (and more) from your Salesforce data, metrics, and insights. This FREE workshop provides you with Salesforce Portfolio samples and shows you how you can showcase your own work on the platform.. WORKSHOP INCLUDES. Lastly, focus on not adding too much decoration or images, and not lumping your material together. 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. The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. https://kellymskelton-developer-edition.na135.force.com/portfolio/s/. See examples and a list of best practices here! Here is a work in progress for BOKS, a nonprofit that helps give kids a body and brain boost through fun and non-competitive play. Thanks, it's a great idea!!! Finally, be flexible. Create a Community. Use Products for your band merch. Ensure your user experience is enjoyable and that it contains a call to action. Also: Win a chance at a portfolio review session! Rounding off our essential reports in Salesforce tips, we move onto our finaland perhaps most overlookedactivity: improvement and refinement. The point here is: Salesforce data is all-encompassing. We have created an introductory Experience Cloud site to help guide you to set up the backbone of your site. MM. Getting tons of likes and expanding your network if shared on social media. The Salesforce Experience Cloud allows you to set up your very own portfolio (or really any type of website) to showcase your professional accomplishments. There are two ways you can create your homepage, and each approach will give the viewer a great overall user experience. Login into access a rich community of Salesforce Developers, get ideas, and find solutions. Additional features of the page include the ability to dedicate your gift and make a recurring donation (Make it monthly). Third Floor Library Building 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. ClickLaunchto open the Trailhead Playground in a new browser tab (login required). Are you ready to get creative? Latest version 0.1.2. Option 3: Build your portfolio on Salesforce to create a fun interactive way to showcase your talent. 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. A portfolio doesn't limit your ability to showcase your experience and hands-on ability. 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. 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. This is the very foundation of crafting effective sales reports in Salesforce. Its important to keep this area as straightforward as possible. You can also use your homepage to list your Salesforce certifications (or other related certifications, such as a Slack). Youll also be able to include all the supplemental details and information we outlined in options 1 and 2. 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. If you dig beneath the skin of the platform and squeeze every last drop of value from your most relevant data, you will uncover insights that you never knew existed. 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? Ready to shine a spotlight on yourself? Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. Before we had interactive options, this approach was an effective strategy for building a Salesforce portfolio. Privacy Policy Terms of Use Accessibility Job Applicant Privacy Copyright 2022 Pathstream Inc. Competing for a job in the Salesforce ecosystem is difficult! These dynamic Salesforce reporting tools are designed to enhance the value of the platforms insights while improving sales intelligence and strategy across the board. In this video, we'll look at different Salesforce portfolios, styles, and tools to help you create your own. There are various internal add-ons, which are often quite basic and lack advanced analytics features and options. Think about it you wouldnt sit through a boring commercial, right? 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. Set up your band mates so that one of them is the Manager, with a custom profile and at least one permission set. Build your Personal Portfolio on Salesforce, https://kellymskelton-developer-edition.na135.force.com/portfolio/s/, https://aselbakytbek-developer-edition.eu45.force.com/portfolio/s. 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? 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. Join thousands just like you to receive a monthly dose of user adoption tips, innovation, and industry trends. How can they take the next step and dig deeper into your work? Lets start building a portfolio together through Salesforces Experience Cloud to help build your story! A portfolio provides a platform to highlight your best work. Ensure you become the customer relationship management professional you want to become. A well-built experience will pay for itself. Thanks for the info and the inspiration Amanda Bauman, Ashley Weihe, and Kelly Michael Skelton! In addition to giving your organization increased business vision, Salesforce reports are also effective tools for fostering collaboration, communication, and senior buy-in. 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. Click the Setup Gear and select Service Setup. Managing your inbound initiatives efficiently is critical if you want to succeed in the long run. Include projects you have completed or are currently working on. This button displays the currently selected search type. 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. In this video, we will create a custom portfolio in Salesforce. 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. Make your portfolio more visible to potential employers and recruiters by including relevant keywords in your file names, descriptions, and content. Once you build your Salesforce portfolio, share it with your network, potential employers, and recruiters. 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. 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. Salesforce is an incredibly powerful solution, but for all its strengths it has never been called pretty or user-friendly. This way, you can position yourself in the best way to get hired. Lets begin by forming the very foundations of your Salesforce data reporting effortsdefining your businesss specific aims and goals. Add Data. But first, lets take a moment to understand the role of Salesforce reports in the business world. Before sharing our tips for building a portfolio, lets warm up to this idea by understanding the why-how-what behind creating a portfolio. So, what Salesforce reporting tools do we use? Now that youve shown the viewer your strengths and knowledge, they will be intrigued to learn more about you. 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. Kelly included his education, certifications, volunteer experience, and more - information that you can't express on your rsum. Like most things in the Salesforce world, there are at least three ways to accomplish this. Many also answered that when it comes to portfolios, clarity and detail are two of the most important factors for recruiters and hiring managers alike. Option 1: Build a traditional portfolio with a touch of Salesforce flavor. With CPQ software, companies can reap the benefits of a . You make the decision on how you want to architect, design, and create your page to tell your story best. Creating your Salesforce portfolio can help future-proof your career opportunities and add long-term residual value to your life. Consolidating data from several sources, reports assist users in identifying relevant KPIs and, consequently, trends that will allow them to formulate strategies that improve efficiency and boost productivity, enhancing internal communication across the board. When expanded it provides a list of search options that will switch the search inputs to match the current selection. . 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. Be prepared to talk about the why, outcomes of your projects, and architectural creation journey. Be specific. They have this view on tablets at the entrances of their facilities so volunteers can easily enter their names as they sign in and out. Band equipment sales, geology studies as a service, happy to help riff biz ideas if you're from some other background. OK, let's get started by turning on Experiences. Coupled with the right design, your Salesforce report builder efforts will prove incredibly effective. We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. Its important to demonstrate that journey as you step into the Salesforce industry and continue to advance. Sun Street He did this by getting hands-on experience, which resulted in creating a portfolio with all his projects illustrating his coding and architecture background. We have worked with many clients to alter the user interface and look and feel of Salesforce solutions, from donation pages to Salesforce Communities. This is one of the most important pages. 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