I am an independent SFDC consultant based in the Atlanta, GA area.
Read More »
I hold current SFDC Developer, SFDC Administrator, SFDC Service Cloud Consultant, and SFDC Sales Cloud Consultant certifications. I am an expert in all configuration items (custom objects & fields, reports & dashboards, workflow/approval/escalation/assignment rules, security setup, etc).
I have over 5 years experience configuring Salesforce.com for sales, marketing, and support organizations. I have over 10 years experience in software projects and am comfortable eliciting...
Providing SFDC analysis, configuration, documentation, and training services
Some examples of the types of projects I have completed in the last year:
Reimplementing an existing instance of SFDC to optimize custom fields and objects, workflow rules, approval processes, and business processes
Implementing SFDC Sales Cloud to replace an in-house custom CRM
Redesigning and implementing a lead management process to route leads based on lead scores from a marketing automation product to the appropriate teams or individuals
Creating visual workflows to simplify processes
Creating visualforce pages to display information about won opportunities for executive leadership
Creating triggers to manipulate and populate data across objects
Implementing a 3rd party SaaS Knowledgebase with a custom integration to SFDC
Implementing Service Cloud Console
Implementing and maintaining the Partner Portal and Customer Portal
Performing ETL (extract transform load) using Data Loader and DemandTools to migrate and clean up data with multi-tiered relationships
Read More »