salesforce portfolio examples

Practice, What to expect once you publish your Salesforce portfolio, Student success story: Arun Valiyaveettil Ipe. Additional features of the page include the ability to dedicate your gift and make a recurring donation (Make it monthly). This brings us to tip number three. Well be looking at two examples to help us with this. LinkedIn and 3rd parties use essential and non-essential cookies to provide, secure, analyze and improve our Services, and to show you relevant ads (including professional and job ads) on and off LinkedIn. 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 the modern business age, transparency is one of the key components of ongoing growth and success. Using your Salesforce skills to create your own web site to showcase your Salesforce skills and more! 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. 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. By improving team communications and productivity, businesses drive greater success. The point here is: Salesforce data is all-encompassing. This is the very foundation of crafting effective sales reports in Salesforce. Weve put together this guide to help you create an amazing Salesforce portfolio. Here are some ideas, based on three of the top hobbies in the United States according to statistica.com. Reduce churn. A Beginners Introduction To The Most Common Data Types In Programming, A Complete Guide To Spider Charts With Best Practices And Examples Of When To Use Them, A Beginners Guide To The Power Of Area Charts See Examples, Types & Best Practices. Youll also be able to include all the supplemental details and information we outlined in options 1 and 2. I didn't realize the history behind the module before today though. 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). Yes, it takes time, effort, thoughtfulness, creativity, and many other skills to put together a portfolio. automation consulting, 4076 N Mississippi Avenue, Step 3 - Test it out. A Salesforce portfolio is a collection of projects and other relevant information highlighting your skills and experience using the Salesforce platform. I take you through a list of different portfolio styles and tools that can be beneficial to you. Just thought I'd breathe a little life into this intriguing articleI definitely think it's worth the attention! My community included information about me, assignments from classes, clubs, and activities I was involved in, and memories from volunteer opportunities. What you will learn : Enable Communities. Make Sales processes, web-to-lead, and lead conversion field mapping. Its better to have space so a viewer isnt overwhelmed. Build your Salesforce Personal Portfolio. Rounding off our essential reports in Salesforce tips, we move onto our finaland perhaps most overlookedactivity: improvement and refinement. Say you are a musician in a band, and occasionally play gigs in town. KPI software will help you track, measure, and analyze specific pockets of data. Click any example below to run it instantly! document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Salesforce Ben 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. Power and proficiency in one neat package. 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. https://www.youtube.com/c/AppsforAdmins?sub_confirmation=1*************#SalesforcePortfolio #CreateSalesforcePortfolio #AppsForAdmins #Salesforce #CreateASalesforcePortfolio The best part about having my own custom community was that I was able to easily enhance it as my Salesforce skills grew throughout both internship and job search. Its still a relevantand effectivelead generation tool, provided you manage your outbound communications strategies wisely. What if you planned a book tour for one of your favorite authors? Winners to be chosen by the first week of January! Salesforce CLI Command-line interface that simplifies development and build automation Data Loader Client application for the bulk import or export of data. It allows you to tell your story with pictures and videos, making it more engaging. And a big thank you to Kelly Skelton for being the first person to take the new module! These are all questions you should ask yourself when designing your portfolio. Data are just summaries of thousands of storiestell a few of those stories to help make the data meaningful.Chip & Dan Heath. A couple of years ago I met a student from Illinois State University named Ashley Weihe. Salesforce is an incredibly powerful solution, but for all its strengths it has never been called pretty or user-friendly. I know the bar is high now from examples 1 & 2 with them being interactive and mind blowingly creative. Opportunity Field History. 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 Sun Street 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. 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. To complete this project, you need a free Trailhead Playground or Developer Edition org. United Kingdom 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. Provide some inspiration sites/functionality to your designer/consultant. In addition to giving your organization increased business vision, Salesforce reports are also effective tools for fostering collaboration, communication, and senior buy-in. Join thousands just like you to receive a monthly dose of user adoption tips, innovation, and industry trends. Before sharing our tips for building a portfolio, lets warm up to this idea by understanding the why-how-what behind creating a portfolio. GL20 5NX. 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. What is it about Facebook you likethe colors? Click +New Blank Page. Use the sample code below as a model for your own call. This is the bread and butter of your portfolio. After you enable Digital Experiences, the system automatically assigns you a domain name. 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. 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 did this by getting hands-on experience, which resulted in creating a portfolio with all his projects illustrating his coding and architecture background. Ashley one day sent me a link to a web site she'd created on Salesforce, and I thought it was brilliant! Tewkesbury 1. Take a quick look around. This is an example of a customized Community we built for Airlink, a nonprofit Force For Change Grant recipient. He is a great example to follow and may inspire you on your creative journey. 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. It typically includes examples of Salesforce customization and development work that you have completed, such as custom objects, Apex code, visualforce pages, and Lightning components, as well as any certifications or training you have received. Set up sales processes, approval processes and notifications If you come from some other background, make up a business in that space. You can also take this time to add in a quick link to your resume. Modern portfolios are part of what keeps the Salesforce ecosystem fun and attractive to so many. Are you ready to get creative? 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? Customer 360 is the breadth of Salesforce technology one integrated CRM platform to bring your company and customers together from anywhere. Its your site, a canvas to work with, and your chance to share it with the world. Option 3: Build your portfolio on Salesforce to create a fun interactive way to showcase your talent. Think of it as show and tell. There are two ways you can create your homepage, and each approach will give the viewer a great overall user experience. A Salesforce portfolio is a collection of projects and other relevant information highlighting, Say youre just starting your career as a Salesforce Admin. Lets begin by forming the very foundations of your Salesforce data reporting effortsdefining your businesss specific aims and goals. It's actually very simple. These dynamic Salesforce reporting tools are designed to enhance the value of the platforms insights while improving sales intelligence and strategy across the board. 2.6K views 2 years ago Make your Salesforce Portfolio POP! 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. Login into access a rich community of Salesforce Developers, get ideas, and find solutions. A cool additional feature here was adding Family ID to allow your friends and family to log hours that count towards your account. Set up profiles, roles and permission, Chatter feeds let everyone comment on how the tour is coming together, Create user accounts for volunteers, and a Chatter feed to help everyone stay informed. Collect all the materials youll need to demonstrate your. Setting yourself tangible strategic goals as well as specific sales targets and knowing which data to include within your salesforce report templates will help you develop a framework for online reporting success. Option 1: Build a traditional portfolio with a touch of Salesforce flavor. 2,711 Views. CD, t-shirts, cell phone pockets with your logo? 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 Trailhead Live by Jason Howard and Lily Malota | Jan 20, 2023 | Salesforce. Remember, the goal is to not overwhelm your viewer, but to direct them to the content you wish them to see. 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.

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