Provide Salesforce administrative support for the Sr. Director of IT, CRM & Leasing Systems; Services included the provision of first-level support and user training. Re-engineering of processes when current processes don’t meet business requirements. Operational and technology system reviews of processes, procedures, and systems. Create and update the security model. Automation of document Creation via Conga and DocuSign.
Introduced new automation of tracking the best time to replenish products sold to clients at an agreed frequency. Management of Integration between NetSuite and Salesforce to push Account, Product, Contract, and Sales Orders via Celigo. Maintenance of business processes, requirements, and policies. Identify opportunities for business process improvements and make recommendations as appropriate. Configuration of Marketing cloud and Journey builder for mass emails.
We implemented API Integration between Salesforce and NetSuite with Boomi. Create feature to properly track influencer performance and determine the type of deal to be offered to influencer. Utilizing Apex for Social Studio (Twitter) and Salesforce integration to track influencer conversation on LootCrate products and promotion. General Salesforce support including reports, buttons, email templates, and validation rules.
Lead implementation of Salesforce organization to go live, and migration to Lightning for over 25 Salesforce instances. Translates business requirements into well-architected solutions that best leverage the Salesforce products. Share best practices and be consultative to clients throughout the duration of the project – act as a trusted partner. Configure and maintain clients’ Salesforce instances via declarative tools, including workflows, process builders, reports. Create test cases that can be delivered to clients and support them during UAT. Leverage several Salesforce products including; Sales, Service, Community, Finance, and Marketing Cloud.
Salesforce Enhancement and utilization of existing automation to enable Christian Legal Aid of Los Angeles to understand and benefit from all the features provided by Salesforce to better serve its client. Restructuring Current Objects in Salesforce to be used the way it is meant to be. Installation of Non-Profit Success Pack and Volunteer 4 Salesforces. Implementation of proper volunteer donation tracking. Implementing Salesforce Architecture to accommodate proper management legal teams and resolution of cases.