PRIMARY TALENT: Helping organizations get the most out of Salesforce, providing possible solutions and explaining the potential benefits and drawbacks of each solution. I am a Salesforce Administrator with experience in both Classic and Lightning importing, and updating; object and object type customizations; automation using workflow rules and actions, processes, and flows; advanced report and dashboard design; Lightning migration; creative integration of email templates with web-to-lead forms; and training of users.
- Lightning Experience
- Data Migration and Management
- System Configuration: fields, page layouts, custom objects, record types, add-ons, etc. – User Management: roles, profiles, licenses, permissions, etc.
- System Security: sharing rules, permission sets, roles, profiles, etc.
- Email Templates
- Processes via Process Builder
- Validation Rules
- Lead Queues and Management
- Price Books and Products
- Reports and Dashboards