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 |
* 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
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: Less than 6 months
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
SEE MORE REAL RESULTS“They're not only loyal and hardworking, they're super detail oriented!”
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