Skills

Experience in both Sales and Service Clouds

Configuration

  • Workflow
    • Flow
    • Process Builder
    • Workflow Rules
  • Custom Objects
  • Custom Fields
  • Validation Rules
  • Products & Price books
  • Web-2-Lead/Web-2-Case
  • Collaborative & Customizable Forecasting
  • Enterprise Territory Management
  • Business Processes
  • Communities
  • Live Agent
  • Solutions
  • Knowledge
  • Questions
  • Chatter
  • Partner Portal

Development

  • Lightning Components
  • Custom Settings
  • Apex Classes
    • Utility classes for migration from triggers
    • Custom Visualforce Controllers
    • Flow interview
    • Integration
  • Apex Triggers
    • Bulkified existing triggers
    • Migration to single trigger per object
  • Visualforce Components
  • Visualforce Pages
    • Inline
    • Replace out-of-the-box

Change Management

  • Release Schedule
  • Governance Board
  • Sandbox Management
  • Testing
  • Training

Process

  • Business Process Mapping
  • Process Design
  • Training

Apps

  • Eloqua
  • Genius.com
  • Marketo
  • Discoverorg
  • Conga Composer
  • Conga Conductor
  • DocuSign
  • Drawloop
  • Data.com
  • Zuora
  • Hoovers
  • InsideSales PowerDialer
  • Chargent
  • Shoretel
  • OneSource
  • Pardot

Other Applications

  • MS Office
    • Excel
    • Word
    • PowerPoint
  • Visio
  • Lucidchart
  • Google Docs
  • Google Analytics
  • Google Search Console
  • WordPress
  • K2 blackpearl
  • Windows/OSX/Linux
  • Eclipse/Force.com IDE
  • MavensMate
  • Git
  • Heroku