About Us

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

Need Support? 
Contact us with a comment, below.

...........

**PROFESSIONAL SUMMARY**

Experienced Salesforce Administrator and CPQ Specialist with over 15 years of expertise in administering and optimizing Salesforce systems across various industries. 

Holds four 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

Mastering Reports and Dashboards

Image
Reporting and analytics play a vital role in helping organizations make informed decisions. Here are some materials to help you optimize your experience in building custom reports, including selecting relevant report types, adding filters, creating summary formulas, and developing visually appealing dashboards to present data. Trailhead Module: Reports and Dashboards for Lightning Experience Trailhead Module: Analyze Your Data with Reports and Dashboards Trailhead Module: Create Reports and Dashboards
Read more

Best Practices for Locking CPQ Quotes in Salesforce

Image
Introduction When working with Salesforce CPQ (Configure Price Quote), it is important to ensure that your quotes are properly locked to prevent accidental changes or deletions. In this article, we will discuss best practices for locking CPQ quotes in Salesforce. See  Salesforce.com Help Article: 'Lock Records' Record Locking Record locking is a feature in Salesforce that prevents users from editing a record while another user is making changes to it. This is especially important for CPQ quotes, as multiple users may be working on the same quote at the same time. By implementing record locking, you can prevent users from accidentally overwriting changes made by someone else. To enable record locking for CPQ quotes, you can create a validation rule that checks whether the quote is locked. If the quote is locked, the validation rule will prevent the user from making changes to the quote until the lock is released. Another
Read more

How to Add a Contact to Multiple Accounts in Salesforce.com

How to Add a Contact to Multiple Accounts in Salesforce.com How to Add a Contact to Multiple Accounts in Salesforce.com If you’re using Salesforce.com, adding a contact to multiple accounts can seem like a daunting task, but it’s actually quite simple. Whether you want to add a contact to two accounts, three accounts, or more, Salesforce.com makes it easy to do so. In this article, we’ll walk you through the steps to add a contact to multiple accounts in Salesforce.com. Step-by-Step Guide to Adding a Contact to Multiple Accounts in Salesforce.com Log in to Salesforce.com Select the Contact Click on “Edit” Click on “Add to Multiple Accounts” Select the Accounts Save Changes Here are a few tips and tricks to keep in mind when adding contacts to multiple accounts in Salesforce.com: Use the “Add to Multiple Accounts” button sparingly Consider crea
Read more