Monthly Archives: March 2014

Salesforce Dashboard “Resume”

A couple of months ago I was tootling around on google – searching information about Salesforce – and I came across an infographic that caught my attention!  It was a dashboard configured to show resume information and strengths!  It was genius!

See here: Salesforce Resume

I wanted one.  I NEEDED one.  I could see that he had made an app and was open and willing to share his app, but isn’t that cheating?  Just a little bit?  I could do better than that.  Now that I knew what I wanted I was absolutely certain I could create my very own, custom made, fully functional Salesforce dashboard resume. The only problem was – where do I begin? I had never made a dashboard before.  And I’m not afraid to admit that I was a bit nervous that I was biting off more than I could chew.

And the adventure of my Salesforce dashboard resume began:

So I started with a new custom object. Added a new tab, some cool fields and some information about my work skills and…. bam.  A new custom object – that looked beautiful, but didn’t really do much.  So I turned it into a report! But it wasn’t allowing me to turn it into a report.  I had already done something wrong.  Time to go back and see what I missed.  Low and behold! I forgot to click the “Allow reports”  box in my custom object settings.  Fixed! Now back to my report. So many options, and such a simple report. Drag some things here, add some filters there, and… bam.  A report – again, beautiful, but I knew the tricky part would still be ahead.  Time to create my very first new dashboard.  I labeled it “Tamara’s Resume”, of course.  The anticipation at this point was definitely building. I pulled up my “work experience” in the data source search, dragged it over and added a vertical bar chart and…. (drum roll)… nothing. But did I really expect it to work on my first try?  (Yes.) Back to the report. Maybe I missed something.  I flipped some things and changed the row limit.  Added an average field from the summarizing toggle arrow.  Now things were cooking.  I could feel it.  Save – and back to my dashboard.  But alas – it still wasn’t working.  But hey – what’s this little wrench that says edit attributes?  Perhaps I should play there next?  Why of course you should!!!  I changed my component data on the Y-Axis, formatted by descending values and crossed my fingers.  After a couple seconds of the spinning wheel of death I had my vertical bar chart!!!!  It was beautiful!!  I jumped up and called dear husband over to look at my new creation.

Screen Shot 2014-03-17 at 10.44.44 AM

It might look simple, and some people might laugh at this adventure, but what this little vertical graph meant (and means!) to me is that I can do anything.   I can figure anything out.  And from this point on things got a bit easier.

Before I knew it I had three, yes THREE, different charts and graphs that showed different information and strengths about me.

Screen Shot 2014-03-17 at 10.53.11 AM

At this point I wanted to challenge myself a little bit.  I loved my “Understanding of Salesforce” tunnel chart and I wanted to create another infographic that related to my tunnel chart. I wanted a gauge that would average out my “Understanding of Salesforce” information to show where I currently saw myself between 0 and 100.  A ha!  A challenge!  Creating a report about a report?!  I got this.

And I did.

Screen Shot 2014-03-17 at 11.13.29 AM

Now if, and when, I changed my level of understanding in a certain category, my total understanding would change.  Did this take me a couple times to figure out? Yes, of course (with minimal curse words).  But I did it.  And I was very proud of myself.  Now on to the word wall – which proved to be the most complex of all the dashboards.

It all started with creating a word wall – which I did on wordle.net.  It was pretty fun to pick and choose which wordle looked the best to me.  I snapped a screen shot and then the fun began.  No charts and graphs this time!  This was the time for visualforce!  Wait…excuse me… visual what??  After a little (Ha!) time exploring static resources, and playing with some fun code (perhaps I am related to @WadeWegner after all??) I still didn’t quite have what I was looking for.  My sizing was all off and because of this my wordle was zoomed in to only show a partial picture.  So a bit of back and forth – back and forth – and I finally had what I was looking for.

Screen Shot 2014-03-17 at 11.27.24 AM

And once I put it all together:

Vogel Salesforce Dashboard Resume

Woo hoo!!  My very own, custom made Salesforce dashboard resume!!!!!  After a full Sunday fun day of Salesforce learning and building I felt satisfied and proud.  It’s amazing to think that when I began this little adventure I was nervous with some doubt of whether or not I could do this.  What I learned on this day was multi-layered.  Did I learn some fascinating things about Salesforce, reports, dashboards, custom objects, visual force, etc?  Yes, of course!  But more importantly I re-learned that I can do whatever I put my mind to.  I have the tools, the ability, the desire and the fortitude to be a Salesforce admin.  How exciting is that?!?

Thanks for joining me on this adventure of a Saleforce admin.