salesforce portfolio examples

Knowledge has become the key economic resource and the dominant, if not the only, source of competitive advantage.Peter F. Drucker. Most of this success boils down to effective reporting. A portfolio doesn't limit your ability to showcase your experience and hands-on ability. Make your portfolio more visible to potential employers and recruiters by including relevant keywords in your file names, descriptions, and content. This data all flows through from Salesforce objects and gives volunteers a quick view of their history with the organization. This is an example of a customized Community we built for Airlink, a nonprofit Force For Change Grant recipient. If you'd like to check out mine as an example, click here! 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. You can check it out here! And you are too! ~ Ashley, The very next day, student leader Kelly Michael Skelton, whom I met during a visit to UMass Lowel, dropped me a text to say he was working on the module. Your business may use a single Customer 360 app, or a combination of many. GL20 5NX. 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. OK, let's get started by turning on Experiences. 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. When we say tell your story, we mean it. by Jason Howard and Lily Malota | Jan 20, 2023 | Salesforce. All Rights Reserved. Last but not least, you may be curious about what to expect once you create your portfolio on 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. Just thought I'd breathe a little life into this intriguing articleI definitely think it's worth the attention! Select Accept to consent or Reject to decline non-essential cookies for this use. . While Lightning may start to change this, what you first see when you install is pretty overwhelming to the non-developer eye. . A couple of years ago I met a student from Illinois State University named Ashley Weihe. Well be looking at two examples to help us with this. But first, lets take a moment to understand the role of Salesforce reports in the business world. In the modern business age, transparency is one of the key components of ongoing growth and success. This is the very foundation of crafting effective sales reports in Salesforce. Customize Theme. Doing so will help you capitalize on your strengths while gaining a better understanding of the measures you need to take to improve efficiency in customer-facing areas of the business. While the platform is effective as a standalone solution, businesses can further catalyze their success by combining it with additional tools, mainly a dashboard creator that can generate invaluable actionable insights. This page contains information about retrieving and selecting object contained within the Portfolio and associated subfolders of a given Marketing Cloud account. What if you planned a book tour for one of your favorite authors? This page was built for Habitat for Humanity to track hours, volunteer commitments, and requirements, which vary depending on different volunteer locations. *Note: Another way to facilitate a simpler version of this type of experience would be to show visualforce components behind a login page. You can always consider compiling cues into help text or resources within the page to address any questions that arise from a new page layout. 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. Features make adding Bootcamps, certifications, Clicked, and Salesforce Partner Learning Camp credentials easy. With CPQ software, companies can reap the benefits of a . Here are some ideas, based on three of the top hobbies in the United States according to statistica.com. On the Home tab, click the down arrow next to the Page Properties icon. 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. Like most things in the Salesforce world, there are at least three ways to accomplish this. Thanks to our architect Franklin Joyce for sharing his expertise and examples for this post. Getting tons of likes and expanding your network if shared on social media. Its still a relevantand effectivelead generation tool, provided you manage your outbound communications strategies wisely. 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. We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. Join thousands just like you to receive a monthly dose of user adoption tips, innovation, and industry trends. You're reading the postings on LinkedIn and every one asks for 2+ years of Salesforce experience. As humans, we have an affinity for visual information as our brains process it far more effectively than text-based data alone. Lets talk about the initial appearance and design so your reader will feel intrigued to find out more, not overwhelmed by the content. It's actually very simple. 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. Step 3 - Test it out. Practice, What to expect once you publish your Salesforce portfolio, Student success story: Arun Valiyaveettil Ipe. But if you want to enjoy the full data-crunching capabilities of Salesforce reporting, working with multiple dashboards is essential. This is the bread and butter of your portfolio. This is an opportunity to show the reader your technical ability, creative mind, future goals, and most importantly, its a way for them to connect with you. https://trailhead.salesforce.com/content/learn/projects/install-nonprofit-success-pack-into-a-trailhead-playground/prepare-to-install-npsp, https://www.statista.com/forecasts/997050/hobbies-and-interests-in-the-us, CSPO | Business Analyst |Certified Project Manager| SAP MM SD| Process Improvement| Analytical | E-commerce| ERP. Yes, it takes time, effort, thoughtfulness, creativity, and many other skills to put together a portfolio. 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. Many times a portfolio wont just show Salesforce experience, it also presents evidence of relevant skills, abilities, and potential. Option 1: Build a traditional portfolio with a touch of Salesforce flavor. Choose a content layout. There are various internal add-ons, which are often quite basic and lack advanced analytics features and options. How can they take the next step and dig deeper into your work? 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. This was the inspiration for a new Trailhead Module that Ashley and I worked on together called "Build your Personal Portfolio on Salesforce". Key performance indicators (KPIs) are an integral part of the report-building process. 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. A portfolio doesnt limit your ability to showcase your experience and hands-on ability. Latest version 0.1.2. Lets begin by forming the very foundations of your Salesforce data reporting effortsdefining your businesss specific aims and goals. 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. 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. 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! 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. Set up sales processes, approval processes and notifications If you come from some other background, make up a business in that space. I take you through a list of different portfolio styles and tools that can be beneficial to you. 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? 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. When creating your repository, you want to bake relevant keywords in the file names and descriptions to attract potential employers or recruiters. Want to test a Salesforce reporting software for free? 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. BUT! Guide the recruiter to the conclusion that you are the best candidate for the salesforce developer job. 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. Marketing Cloud APIs and SDKs. Click +New Blank Page. 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. 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. 4X Salesforce Certified | Consultant | Salesforce Solutions Engineer | Certified Scrum Master | Business Analyst | Trailhead Ranger. Another great example is Amos Go. 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. By building a website you show that you invested the time, attention, and detail to illustrate your skills and knowledge. As a result, you will boost your overall productivity rates while boosting your outbound call conversion rates consistently. Along with the technical skills youll pick up on the way, you get to build your personal brand and acquire soft skills, as well as showcase a high level of professionalism and further understanding of the Salesforce platforms capabilities. Do not have an overly complex or distracting layout (pictures, popups, strong colors).

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salesforce portfolio examples

salesforce portfolio examples