Core Certifications

  • Administrator

  • Advanced Administrator

  • Platform Developer I

  • Platform App Builder

Consultant Certifications

  • Sales Cloud Consultant

  • Service Cloud Consultant

  • Field Service Consultant

  • Experience Cloud Consultant

Architect Certifications

  • Application Architect

  • Data Architect

  • Sharing and Visibility Architect

  • Development Lifecycle & Deployment

I have worked on and lead numerous projects including:

New Cloud Implementations

  • Completely replacing and improving existing functionality for a company implementing Salesforce for the first time, usually moving from a different CRM

  • Mapping and improving business processes, building complex automation

  • Data deduplication and load

Salesforce CPQ Implementations

  • Creation of product bundles, discount schedules, price rules, quote documents and more

Salesforce Experience

  • Creation of public websites featuring Salesforce Knowledge and Translation

Salesforce Maps Implementation

  • Data visualization and layers

Health Cloud

  • Setup and maintenance of Health Cloud

Implementation of AppExchange Partner Products including

  • Conga Composer and Trigger

  • SDocs

  • Docusign

  • FormAssembly

  • Formstack

  • TextUs

  • Fuze

  • Rollup Helper

  • DLRS

  • Watch List Check

  • And more!

Integration of 3rd Party Services / Sites

Dashboard Analytics and Advanced Reporting

Advanced Workflows using Process Builder and Flow