Take a quick look around. 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. Following along with the Trailhead . There are two ways you can create your homepage, and each approach will give the viewer a great overall user experience. Salesforce reports are the way to get aheadand stay aheadof the game. This is the very foundation of crafting effective sales reports in Salesforce. By improving team communications and productivity, businesses drive greater success. Click the Setup Gear and select Service Setup. By the end of this project, youll have your own portfolio to shine a spotlight on your skills and achievements. By remaining on this site, we will assume that you're OK with it. Before we had interactive options, this approach was an effective strategy for building a Salesforce portfolio. sizetoscale 6 mo. If you're interested in creating your own portfolio, I would highly recommend using Salesforce's built in tool. As a result, you will boost your overall productivity rates while boosting your outbound call conversion rates consistently. Set up your band mates so that one of them is the Manager, with a custom profile and at least one permission set. 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. Salesforce is an incredibly powerful solution, but for all its strengths it has never been called pretty or user-friendly. You're reading the postings on LinkedIn and every one asks for 2+ years of Salesforce experience. Following along with the Trailhead Module and Bradley Rice's videos, I was easily able to create and polish this site within an hour. Data are just summaries of thousands of storiestell a few of those stories to help make the data meaningful.Chip & Dan Heath. 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. Create a Community. 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? . One method is to build a portfolio demonstrating your Salesforce skills. Another great example is Amos Go. In this project, you create a personal website and add a personal portfolio to help share your skills and grow your career. 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. Now that youve shown the viewer your strengths and knowledge, they will be intrigued to learn more about you. You make the decision on how you want to architect, design, and create your page to tell your story best. Join our group of 500+ trusted guest posters Click here to start the conversation. salesforce examples - CodeSandbox A cool additional feature here was adding Family ID to allow your friends and family to log hours that count towards your account. We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. Show your frontline internal paths to critical roles. Where can you be reached? These screenshots should depict features and capabilities you have learned along your path and be presentable enough to embed into your resume. What is Salesforce? - What does Salesforce do? - Salesforce.com A portfolio doesn't limit your ability to showcase your experience and hands-on ability. Before we start, lets talk about the reasons for building a portfolio. Best case, you get invited to share your Salesforce portfolio at the next Dreamforce event! 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. Say you are a musician in a band, and occasionally play gigs in town. Yes, it takes time, effort, thoughtfulness, creativity, and many other skills to put together a portfolio. 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. Customize Theme. In todays digital world, theres such a great opportunity to showcase the skills, experience, and projects youre working on or have completed. 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. 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. Hes incorporated a flow to bring people through their journey depending on their separation date from the military. Client application for the bulk import or export of data. He did this by getting hands-on experience, which resulted in creating a portfolio with all his projects illustrating his coding and architecture background. Once you build your Salesforce portfolio, share it with your network, potential employers, and recruiters. And check out this blog on connecting your website to your database for a more information on that essential piece of this project. In this video, we'll look at different Salesforce portfolios, styles, and tools to help you create your own. Learn everything there is to know about the power of professional area charts. A well-built experience will pay for itself. 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. 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 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. Guide the recruiter to the conclusion that you are the best candidate for the salesforce developer job. It's actually very simple. 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. 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. How can they take the next step and dig deeper into your work? Share your journey When Uber driver Abdul Sultani happened upon Dreamforce attendees as his passengers for the 2019 conference, his career journey changed significantly. Salesforce portfolios accomplish 3 goals: Now were ready to discuss how you create a Salesforce portfolio. When we say tell your story, we mean it. 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. BUT! Salesforce Administrator Certified | Trailhead Ranger | 8x Superbadges | USMC Veteran. Stay up to date on the latest in Salesforce - news, tips & career advice. Are you ready to get creative? Youve just created your custom domain. We will create a custom community in Salesforce and customize it to create the Portfolio. 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). Salesforce generously provides multiple playgrounds, so the question becomes, what to put in them? Build Your Portfolio Site on Salesforce | Salesforce Ben 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. Examples of skill keywords include data management, business processes, training users, creating reports, implementing, designing, etc. Amanda Bauman This is a fantastic blog for those who are seeking a job in Salesforce to build their digital resume. A big thank you to Ashley Weihe for her inspiration and hard work to make this module come to life. Interested in more great examples of custom Salesforce design? 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. There are various internal add-ons, which are often quite basic and lack advanced analytics features and options. Use it to insert, update, delete, or export Salesforce records. 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. csv-import-example (forked) c.luro. Idealist Consulting. 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. 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. This FREE workshop provides you with Salesforce Portfolio samples and shows you how you can showcase your own work on the platform.. <span style="">&lt;span style=""&gt;&amp;lt;!--{cke_protected}{C}%3C!%2D%2Dtd {border%3A 1px solid %23ccc%3B}br {mso-data-placement%3Asame-cell%3B}%2D%2D%3E--&amp;gt;&lt;/span&gt;</span> We use cookies to ensure that we give you the best experience on our website. This donation page we built for AIDS United is a great example of using the open API of a Salesforce solution (Click & Pledge, in this case) to build a much prettier donation page than you would see natively, and one that incorporates your branding. He is a great example to follow and may inspire you on your creative journey.