About Us

The SF Admin Guide is a source of information and support for the administration of the Salesforce.com platform.



Services We Offer


Setup and Implementation:

• Initial Salesforce setup and customization.

• Migrating data from legacy systems to Salesforce.


Customization & Automation:

• Creating Flows, triggers, custom objects, and automation for specific workflows.

• Installing industry-specific packaged solutions.


Integrations:

• Connect Salesforce to third-party tools (e.g., Marketo, Zendesk, or DocuSign).

• API and middleware integrations like Zapier or MuleSoft.


Training & Documentation:

• Teach users and admins to get the most out of Salesforce.

• Provide detailed documentation for long-term use.


Packaged Solutions:

• Industry-specific templates (e.g., pre-configured Salesforce setups for real estate, healthcare, or nonprofits).

• Bundled automations like lead scoring, sales forecasting, or case escalation processes.


Ongoing Support:

• Monthly retainer services for troubleshooting, updates, and enhancements.

• Support for new Salesforce features or seasonal rollouts.


Governance and Security:

• Help companies implement best practices for permission sets, security frameworks, and data compliance.



...........

QUALIFICATIONS

We are experienced Salesforce Administrators and CPQ Specialists with over 15 years of expertise in administering and optimizing Salesforce systems across various industries. 

Holds seven Salesforce certifications and has a positive record of deploying scalable CRM solutions and managing complex enterprise-grade projects. 


**CORE COMPETENCIES**

- Salesforce CRM Administration
- CPQ Solutions and Implementation
- Salesforce Development
- System Integration and Security
- Data Management and Analytics
- Business Process Re-engineering
- Custom Reports and Dashboard Development
- Cross-Functional Team Leadership 


**CERTIFICATIONS**

- Certified Administrator (10 years)
- Certified Developer I (5 years)
- Certified Platform App Builder (4 years)
- Certified CPQ Specialist (4 years)

**PROFESSIONAL EXPERIENCE** 

**CPQ Specialist** 
[Company] , [Location] | June 2014- Present
- Participanted the deployment and maintenance of Salesforce CPQ, optimizing quote-to-cash processes and improving quote accuracy for sales teams.
- Designed and implemented tailored solutions within the Salesforce platform to enhance functionality and user experience.
- Led cross-functional teams in the integration of complex systems, significantly reducing manual entry and increasing operational efficiency.
- Managed ongoing system upgrades and provided expert troubleshooting and support, ensuring continuous system performance and reliability.

**National Salesforce.com Administrator** 
[Company], [Location] | May 2008- June 2014
- Administered the national Salesforce.com CRM platform, overseeing configurations, customizations, and security for multiple user groups across the organization.
- Collaborated with departmental heads to streamline business processes and introduced automated workflows that resulted in a marked increase in productivity.
- Conducted regular system audits and user training sessions, fostering a proactive approach to maintaining data integrity and boosting CRM adoption.
- Developed comprehensive custom reports and dashboards that provided senior management with critical insights into key business metrics. 

**EDUCATION** 

**San Diego State University** Bachelor of Arts in Political Science and Public Administration, 2007 


 **ADDITIONAL INFORMATION**

**- Technical Tools/Skills**: Apex/Javascript, Visualforce, SOQL, SOSL, Salesforce Inspector, Workbench, DataLoader, DemandTools

**- Software**: Gearset, Visual Studio Code, Microsoft Office Suite, Salesforce, Marketo, Rollup Helper, Ascent Inventory, DocuSign

- Strong analytical, problem-solving, and communication skills.

 **REFERENCES** Available by request.

Comments

Post a Comment

Popular posts from this blog

Profiles vs. Permission Sets

Image
Creating and managing user access in Salesforce is primarily done through Profiles and Permission Sets. These tools are essential for defining what users can see and do within the Salesforce environment. Understanding their distinct roles and how they work together is crucial for effective user access management. ### Profiles in Salesforce **Definition and Role:** A Profile in Salesforce is a collection of settings and permissions that determine what a user can do within the organization. It controls object privileges, field-level security, page layouts, and other access-related settings. Every user must be assigned to a Profile. **Key Features:** 1. **Object-Level Permissions:** Profiles determine whether a user can create, read, edit, or delete records for each object. 2. **Field-Level Security:** They control visibility and editability of fields on each object. 3. **Page Layouts and Record Types:** Assigning different page layouts and record types for different users 4. ...
Read more

'Declarative Lookup Rollup Summaries' (DLRS)

Salesforce has an inherent limitation - it is unable to create rollup summaries on objects linked through a simple lookup relationship, as opposed to the standard master-detail relationship.  This is where the Declarative Lookup Rollup Summaries (DLRS) tool comes into play. DLRS is a community-driven, open-source tool that enables users to create rollup summaries between objects that are related via lookup relationships. It is especially valuable for Salesforce administrators and developers who need to calculate aggregate data across these relationships without writing complex Apex code. #### What is a Lookup Rollup Summary? In Salesforce, a rollup summary field is a type of field that calculates the sum, minimum, maximum, or average of a numeric field on a related object, or counts the number of records related to a parent object. Rollup summaries are straightforward to implement on master-detail relationships. However, for lookup relationships, Salesforce does not natively suppor...
Read more

Leveraging Salesforce Customer Communities

Salesforce Customer Communities enhance interaction within companies by linking customers, partners, and employees with essential data and each other. This platform facilitates a personalized, branded space that fosters greater engagement and streamlined communication. Key Benefits: - Self-Service Efficiency : Offers forums and FAQs that empower customers to solve their own issues, reducing strain on service teams and improving satisfaction. - Enhanced Engagement : A community-centric approach increases loyalty and active participation, turning users into brand advocates. - Improved Communication : Facilitates direct and peer-to-peer interactions, speeding up problem resolution and information sharing. Implementation Tips: For successful integration, maintain consistent branding across platforms and ensure the community is aligned with existing CRM systems. Regular content updates and active community management are crucial for keeping the platform dynamic and responsive to user needs.
Read more