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.
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.
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.
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.
And once I put it all together:
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.