SUMMARY

• Salesforce.com Administrator with a demonstrated history of working in the Information Technology Financial Service, Marketing, Sales, Travel and Service Industry
• Experience working with stakeholders and upper management, identifying gaps, and working across multiple departments
• Good experience in data migration using Salesforce dataloader.
• Experience in configuration and customization of Salesforce.com CRM application based on the customer plan.
• Skilled in Salesforce Databases configuration for Lightning, Classic, CPQ, Integration, Inventory, Sales Cloud, Service Cloud, Implementation, CTI Softphone configuration, Analytics, Power Point, Excel, SQL, and Data Management
• Experienced in Large and Small Group Training
• Strong Business Engineering and Design professional who is Task Driven and skilled Technical Support

PROFESSIONAL EXPERIENCE

Salesforce Implementation Specialist

Confidential

Responsibilities:

• Managed relationships with clients to ensure business processes were documented and implemented in scalable Salesforce architecture via user stories
• Mass Data migration from legacy systems including oracle, access, excel,
• Managed Data Integration from SQL to Salesforce including error management, mapping and security
• Creating inventory management objects for supply chain in Salesforce associated with opportunity for wholesale
• Creating Salesforce reports and email notifications for demand increases
• Mass and triggered marketing campaigns for leads and existing Accounts in Salesforce via Marketo and Pardot administration
• Developed Sales Cloud configuration in alignment with business and Sales process for scale
• Creating Service Cloud configuration to align with SLA to reduce infractions
• Design and configuration of security measure for data access and reporting
• Team management and development with 1 on 1, large group and training materials
• Maintained AGILE process with user stories, UAT, QA and change management
• GAP analysis and development user story reconciliation

Salesforce Lead Administrator | Business Analyst

Confidential

Responsibilities:

• Managed relationships with clients, internal teams and all stakeholders for PactSafe and D&B in a full lightning environment
• Payment processing configuration
• Gathering Business Requirements from International Divisions to merge standard operating procedures in Salesforce
• Implemented Lightning Custom Opportunity Details tab for custom calculations of commission
• Created Lightning test cases and training documents for CPQ use in the Production environment
• Orchestrated and Implemented Data infrastructure transfer from legacy system
• Legacy data reconciliation via Vlookups, data loads and Pairing
• Account Hierarchy remediation via validation rules and Filter Criteria
• Resolved Grandfathered Contract Product availability with Price Rules and Contracts via CPQ
• Created additional CPQ Product Rule validation, configuration and Conditions updates
• APEX Trigger and Class Creation for Custom object Lead Conversion transfer to Account for CPQ account validation of Quote line product save errors
• Lightning Components and page layout updates
• Custom object validation rules
• Optimization of Email Campaigns by use of A/B testing
• Creating and maintaining trigger based Email Campaigns via pardot
• Maintained and Updated SOP for departments requesting feature updates in Salesforce on release.
• Price book for CPQ, CPQ configuration updates, Workflows, Process Builder, Flows, New Objects, CPQ Price Rule updates, SQL Queries, writing test cases, price tables, product record loads.
• Custom Lightning Opportunity Button to elicit Pactsafe E - Signature application with product documents attached
• Custom HTML email signature
• Salesforce App modification and updates
• CTI Softphone user allocation and configuration updates.
• Utilizing JIRA user stories to communicate and coordinate project status and release dates
• Effectively communicated Salesforce feature updates configuration request progress, testing, training sessions and release dates to maintain and solidify stakeholder and end user confidence and prolonged use of solution.
• Prepared Power Point presentation of status and changes of stakeholder updates and training modules

Salesforce Lead Administrator | Junior Salesforce Developer

Confidential

Responsibilities:

• Managed relationships with clients, internal teams and all stakeholders
• Implemented Database Backup routine
• Custom integration with legacy payment database
• Utilized best fit items from Financial Force and Marketing Cloud Salesforce
• Payment processing custom object for recurring and late payments
• Created Custom Apps for Sales Agent, Sales Manager, Inventory and Finance departments
• Online Payment Processing via Chargeant
• Payment update validations to auto add late payments for live calls reducing the inconsistency of charge application
• Group and One on One C-level and Senior Management engagement to receive, report project details and maintain deliverables schedule from thought to inception and growth.
• Created and Maintained Custom Validation Rules, Fields, Workflows, Process Builder and Formula field
• Lightning UI page layout and Opportunity Journey creation and updates
• Record and file security via permission sets, sharing, validation, page layouts and profiles
• APEX Trigger, Class and Test Class Updates for third party integration
• Increased marketing and branding in Quote template and signature updates
• Third party integration maintenance and updates with SQL Developer
• Analyzed current sales and service workflows encompassing them into Salesforce
• Maintained AGILE like process to ensure quality of resultant builds, QA and UAT
• Communication in written and verbal form to all stakeholders
• New user onboarding and set up
• Salesforce for Outlook Maintenance and updates, preventing duplicate contact creation, contact and record matching emails addition to opportunities and accounts.
• Reporting updates to include Lightning Dynamic Dashboard Home Screen with alternate end user statistic reporting.
• Lightning app updates, journeys, custom buttons and page layouts
• Project Management to include what if and growth potential
• Delivered comprehensive sales, sales management, service, service management, inventory management and sales forecasting applications for a financial institution.
• Training material created and distributed via power point, word, hands on and small group training sessions
• Collaboration testing with Salesforce.com for new version of Lightning for Outlook for MAC(IOS) platform
• CTI Softphone vendor updates in salesforce and workstation system requirements for Lightning UI

Salesforce Lead Administrator | Business Analyst

Confidential

Responsibilities:

• Implemented and configured several aspects Sales and Service Cloud, Lead Conversion, Mapping, Account Teams, Sales Support Queues, Routing, Role Hierarchy and viewer ship configuration
• Updates to DNBI Integrations packages
• Created Custom Buttons for Email to clients from fields on child of a child to the Opportunity object
• Data Migration from variant SFDC Global instances
• Migration of outage templates
• Updated Currency for exchange rate and global reporting
• Custom Fields including formula, look up, Multi-Select Pick lists, Date - Time and Field history management
• SFDC Support Team Subject Matter Consultant
• Maintain integrations with 3rd party Database
• Implemented Lightning App for Immediate Sales and Retention Department
• Created Lightning App and user allocation via profiles with Account, Opportunity and lead objects
• Custom Objects, Custom Fields, Workflows, Process Builder, Change Sets and UAT
• Data reconciliation via Vlookups, Pairing
• Analyzed current sales workflows encompassing them into Salesforce
• Maintained AGILE like process to ensure quality of resultant builds
• Communication in written and verbal form to all stakeholders
• Delineating user support and enhancement requests to in house Salesforce Support
• Trained peers, end users and decision makers via written and oral presentations.
• Executed deliverables on time.
• Allocation of developer items to senior developers on project

Senior Salesforce Administrator

Confidential

Responsibilities:

• Implemented and configured several aspects of Service, Sales and Marketing Cloud
• Designed Custom recurrent bill notification and account status notification to customers via email and customer portal
• Configured, Deployed, Implemented and maintained Knowledge, Map Anything and DNBI Integrations
• Lightning Live agent administration setup, configuration and case routing
• Product scheduling with bulk Price, Bundles, Discounts, Discount Scheduling and promo code application to charged product price for quoting and promotional rate distribution to customers
• Product family management to achieve unified sales efforts aligned with marketing
• Created customer discount approval process for Regional and District Manager deals
• Instilled Quote record consolidation for merging accounts
• Maintained and updated Data migration errors and automation with SQL database to ensure congruity
• Updated Sales teams for commission reporting and distribution
• Project Management through and until department UAT testing completion
• Delineation of tasks to complete large projects
• SOQL Queries and Manual updates of data
• Training material composition in Lightning and Classic UI
• Salesforce data entry and process error resolution
• Custom Profiles, Custom Queues, Formula Fields, Validation Rules, Process Builder, Work Flows, Approval Processes, Custom Reports and Dashboards, Custom Territory Management, Email to Case
• APEX Trigger Updates
• Transitioned Exact Target marketing integration to Marketo
• Integrations with UPS, CRQS, AMS, DNBI, Benefitpoint, Marketo, VidYard, Knowledge and Content combined with manual table updates
• Custom Lead Sharing rules for zip code distribution with end user editability
• Database Entry Clean up and Reporting on all metrics
• Salesforce Database archiving and backup to SQL DB and other Network folders
• Data Loads to and from SQL, Excel, Marketo, Access, AMS, Benefitpoint, DNBI and other data warehousing utilities on demand
• Communicated and addressed the needs of all Salesforce users ensuring clear function, instruction and practice
• Customer portal configuration via Lightning UI
• Lightning Omni Softphone setup, maintenance and configuration
• Lightning CTI Softphone bug testing and reconciliation with vendor
• CTI Softphone configuration and user administration
• Omni Channel Routing Configuration
• Lightning page creation and user allocation, training for international customer service rollout
• Anonymous Apex Code entries for non-scheduled email events

Salesforce Lead Administrator | Chief Technology Officer

Confidential

Responsibilities:

• Developed and deployed Salesforce solutions for increased product quality
• Reduced inconsistencies in pricing across company by centralizing quote authorizations in Salesforce
• Data Migration from excel, linkedin .txt files and Drop Box to and from Salesforce.
• Designed the communicated business needs reducing costs by 15% with Salesforce
• Quality assurance and testing for solution lifecycle and growth measures.
• Invoice email templates and delivery via custom objects and process builder
• Created mass email marketing campaigns via Pardot to acquire accounts and resources
• Custom invoice and payment processing objects associated with Chargeant App
• Data loads to and from Salesforce via .csv and .xls files.
• Prioritizing tasks and requirements to ensure time sensitive placement and distribution
• HTML web page creation with web to lead form creation, maintenance, reports and alerts
• Centralized all media via defining network and providing access with Server 2013 and Exchange
• Fulfilled all team project assignments increasing revenue by 20% 3rd quarter
• Performed live technical support, training and wrote use guide for entire company
• Reported financial and customer trends with custom report types, dashboards and
• Formulas for past, present and future business projections and measured goals