As a Salesforce Certified Administrator and Consultant, I am dedicated to delivering solutions which improve and automate business processes, ensure accurate data, and provide an intuitive user experience for Salesforce users and stakeholders.

In my current role at a Salesforce Consulting Partner, I specialize in configuring Sales Cloud for B2B businesses. Below is an overview of some of the industries I have served, as well as some of the products I have configured and tools that I have used to help our clients improve their business processes using Salesforce.

Industries

• Beauty

• Business Intelligence (BI) Software

• Financial Services

• Insurance

• Law

• Outsourced Sales

Salesforce Products & Features

• Sales Cloud

• Experience Cloud

• Flow

  • Record-triggered flows

  • Screen flows

  • Schedule-triggered flows

  • Auto-launched flows

  • Automation migrations (Workflow & Process Builder to Flow)

• Slack

  • Automated Slack notifications

• Digital Engagement

  • Automated SMS notifications

• Einstein Activity Capture

• Products & Pricebooks

• Reports & Dashboards

Integrations & Packages

• LinkedIn Sales Navigator

• Mailchimp

• ZoomInfo

• Declarative Lookup Rollup Summary (DLRS)

• Campaign Member Status Walloper

Data

• Data Loader

  • Data imports, exports, updates, and deletion

• Excel

  • Vlookup

  • Pivot tables

• Data analysis