I leverage my Salesforce certifications, design background, and customer service experience to build custom solutions, debug issues, and optimize processes within the Salesforce ecosystem. I have been working with Salesforce for over five years, achieving the 2x Trailhead Ranger status as well as multiple certifications throughout the environment and mastering various tools and features, such as Tableau, Salesforce Lightning, and Mulesoft.
My mission is to use my skills and knowledge to create engaging and efficient user experiences, improve data quality and security, and support business growth and innovation. I am passionate about learning new technologies, sharing best practices, and collaborating with others.
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2x Salesforce Ranger on Trailhead Salesforce Certified Administrator: ID 21216109 Salesforce Certified AI Associate: ID 3676901 Salesforce Certified Strategy Designer: ID 2622915 Salesforce Certified User Experience Designer: ID 2586360 |
nCino Business Value: ID C2224 Certified Scrum Master: ID 1838576 LeanData Routing Certification: ID 106075900 FormAssembly: ID bozsuy7zwdtd |
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Sales Cloud Service Cloud |
Financial Services Cloud (FSC) Non Profit (NPSP) |
During the pandemic, I created a Salesforce Experience Site exclusively that allowed company employees to reserve an office space at their desired location. I chose an exprience site because not every employee had access to Salesforce. An experience site allowed every employee to use the tool. They were validated as an employee on login. This mobile-friendly platform allowed easy office space reservations with real-time capacity checks across multiple locations. It also managed office locations, reservations, and capacity efficiently.
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Through strategic implementation of Salesforce's Next Best Action, I executed two highly successful lead generation strategies that delivered outstanding results, with over a million dollars in generated leads. These strategies, powered by Next Best Action, revolutionized our approach to lead generation and customer engagement. These strategies, centered around Next Best Action, were instrumental in achieving remarkable results and demonstrating the value of this Salesforce feature in enhancing lead generation and customer engagement by combination with a service center.
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I designed and implemented a cutting-edge self-service automation tool seamlessly integrated within the Salesforce application. My focus was on enhancing the end-user experience and automating decision-making processes. This innovative tool not only empowered users but also provided invaluable insights into process optimization and training opportunities. This innovative self-service automation tool, powered by Salesforce components like Screen Flow, Lightning Web Components (LWC), and the Utility Bar, revolutionized the way our organization operated, delivering improved user experiences and data-driven process enhancements.
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I designed a tailored custom Lightning page template that precisely aligned with the workflow requirements within our Salesforce application. This unique layout was meticulously crafted to accommodate the organization's tools and workflow processes, particularly for case resolution. A key aspect of this customization was ensuring that non-technical users could easily update components without the need for coding, providing flexibility and agility. This tailored Lightning page template, leveraging Salesforce components like Aura and Lightning Page, revolutionized our application's usability. It provided a user-centric approach, simplifying customization and optimizing the workflow for better user experiences and more efficient case resolution.
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I am FormAssembly certified and have used FormAssembly to build custom forms for lead generation with Salesforce and to create internal surveys. During the height of the pandemic I generated direct revenue for the bank through the utilization of FormAssembly as a vital step for the intake for SBA loan applications. Lastly, I wrote custom code to capture and pass an adobe tracking ID form to Salesforce.
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I helped to troubleshoot and build solutions in a Fintech ecosystem between Salesforce and Amazon Connect. I have my own Amazon Connect instance where I built custom internal flows to look up a customer when calling in and pass that information to Salesforce in a screen pop when a customer calls.
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Enabled Slack integration with Salesforce for customer onboarding, providing real-time notifications for new customer cases and updates. Authored an article on this integration. In fact here it is (click here)
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Collaborated with banking partners to customize nCino platforms through custom code and declarative development.
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I worked at PandaDoc as a Sr. Salesforce Administrator. I often would help the support team with PandaDoc to SF integrations while also working to help them maintain the SF application and ensure it was ready to scale as the company grew towards IPO.
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I helped to integrate and implement Seismic with the Salesforce platform at a mid-sized community bank to help boost sales efficiency and productivity.
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LeanData certified and proficient in using LeanData for custom lead routing via territories and round robin assignments. Used careful optimization to avoid Salesforce platform slowdowns.
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Utilized Mulesoft to automate various business processes, saving thousands of hours per process. Developed Mules in Anypoint Studio and scheduled them in Runtime Manager, with accompanying technical documentation.
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I helped to implement and maintain Zoominfo in multiple Salesforce orgs. I acted as admin over ZoomInfo and Salesforce in these scenarios. I ensured that the product was placed correctly at a top level to ensure proper use of the integration.
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I managed the Salesforce integration with Send360 (formerly PrintSF) at a mid-sized community bank. This empowered MLOs to send and print dynamic materials directly from Salesforce.
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I facilitated a seamless integration between LinkedIn and Salesforce for lead generation. Implemented custom routing within Salesforce that ensured prompt interaction with LinkedIn leads.
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Used in various Salesforce orgs to automate data manipulation, including SFTP drops and direct object integration. One project involved creating a custom Salesforce automation for customer compensation, which converted records into CSV files for SFTP, enabling our in-house print team to produce custom mailers for customer distribution.
With the upcoming release of the AppleVision Pro I thought it would be fun to imagine what a Salesforce environment might look like running on that OS. To create this I used a combination of Photoshop and the SLDS Figma pack.
I built a MIRO app I'm calling SF Wires that is tailored towards building wireframes for Salesforce inside of Miro. The app is built using drag and drop functionality and is meant to be quick and intuitive so that anyone can use it - designer or not. There is so much customization that can be done within the Salesforce environment now that it's important the barrier to great UX is reduced so that our users have less friction in their day-to-day. Outside of Figma (which is great for designers) I noticed a lack of support for this throughout the ecosystem. It is for this reason I chose to build this inside of MIRO where everyone can use it despite their background
Many times in my Salesforce career I've been asked to mock something up. Usually this just ended with me building the actual idea. However, a lot of time and money can be lost when doing this. I've also seen countless others fall into this trap. Companies spend money wasting admin or developer hours building an idea that most of the time isn't fully defined when this happens. In the Salesforce ecosystem we now have tools to help alleviate this. These tools not only save time and money, but provide a better user experience at the end due to a better product. In the example below I used Figma to create a simple animation in under 5 minutes for a semi low-poly calendar component that is launched from the Utility Bar. All I had to do to make this was download the SLDS Figma pack to Figma, find the components, and make some simple frame animations. As Salesforce continues to grow and becomes more customizable it becomes more important than ever that as admins, devs, and architects that we slow down to implement better UX processes through proper frameworks to save money, time, and produce better results in the long run.
I had a random thought, “Can you play Pokémon in Salesforce?" Well I answered my own question and recreated one of the most iconic moments of my childhood. I created the intro to arguably one of the most famous game series ever, Pokémon Red. I created text based game play with a low level battle mechanic. I was able to do this in Salesforce using a screen flow, lightning app builder, LWCs, and some simple HTML/CSS.
*Disclaimer - All portfolio pieces were rebuilt and have important information blocked out.
