I am a certified Salesforce professional with 8+ years of experience in administration, configuration, and solution design. I hold the Salesforce Administrator, Advanced Administrator, Platform App Builder, Business Analyst, Tableau Analyst and Strategy Designer certifications, demonstrating both technical expertise and strategic problem-solving capabilities.
I have deep hands-on experience managing Standard & Custom Objects, configuring security and access (OWD, Roles, Role Hierarchies, Sharing Rules, Profiles, and Permission Sets), and building scalable automation solutions using Flows, Workflow Rules, Process Builder, and Approval Processes.
I am proficient in data management with Data Loader (imports, exports, mass updates, deletions, and upserts), ensuring data integrity across complex orgs. I also create custom Reports and Dashboards that empower leadership with actionable insights.
On the development side, I design applications and solutions using the Platform App Builder skillset—custom objects, fields, relationships, record types, page layouts, Lightning pages, validation rules, formula fields, and process automation—all with a focus on scalability and user experience.
As a Strategy Designer, I align Salesforce solutions with business goals, ensuring systems are optimized for efficiency, scalability, and long-term value. I have also supported nonprofits with the Nonprofit Success Pack (NPSP) and integrated 3rd-party tools via AppExchange.
I am detail-oriented, results-driven, and committed to helping businesses maximize their Salesforce investment through a balance of technical expertise and strategic planning.
Salesforce Skills Summary:
* Security & Access Management: Organization-Wide Defaults (OWD) | Roles & Role Hierarchy | Sharing Rules | Manual Sharing | Profiles | Permission Sets | Login IP Restrictions
* Process Automation: Salesforce Flows (Record-Triggered, Scheduled, Screen, Autolaunched) | Approval Processes | Email Alerts | Email Templates
* Data Management: Data Loader | Data Import Wizard | Mass Data Update, Export, Delete & Upsert | Duplicate Management | Data Backup & Governance
* Reporting & Analytics: Custom Reports | Dashboards | Reporting Snapshots | Summary & Row-Level Formulas | Custom Report Types | KPI Tracking & Executive Dashboards
* Lightning Experience: Lightning App Builder | Lightning Pages | Dynamic Actions | App & Tab Customization
* Integrations & AppExchange: AppExchange App Install & Configuration | Third-Party Integrations (APIs/Connectors)
* Project & Platform Operations: Requirements Gathering | User Stories | Business Process Mapping | User Support, Troubleshooting & Training | UAT, Testing & Deployment using Change Sets | Documentation & Release Management
