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Skills

  • App Development
  • Data Management
  • Data Migration
  • Profiles
  • Requirements Analysis
  • Salesforce
  • Security Consulting
  • Systems Engineering
  • Templates

Services

  • Salesforce implementation

    $10/hr Starting at $50 Ongoing

    Dedicated Resource

    A full end to end Salesforce implementation with any third party app integration. Data migration from legacy system to Salesforce using Data Loader. Customizing Company Profile, Security Controls and...

    App DevelopmentData ManagementData MigrationProfilesRequirements Analysis

About

A certified Independent Salesforce Consultant working as a freelance based in London, capable of analysing various business processes & translating business needs into solutions.

•Strong knowledge in Salesforce customization, data validation & process analysis.
•Hands on experience with Role Hierarchy, profiles, public group creations and user management.
•Extensive business knowledge and customization experience on various salesforce.com standard objects like Leads, Contacts, Accounts, Opportunities, Products, Pricebooks, Campaigns, Reports and Dashboards.
•Hands on Experience in creating Custom Objects, Custom fields, Page layouts, Custom Tabs, Validation Rules, Email Templates, Custom Report Types and various other components as per the user and application requirements.
•Experience in analyzing organization processes and process automation in salesforce using Workflows, Process Builder and Approval Processes.
•Can maintain ongoing documentation as business needs evolve or features are added.
•Have helped the organization with Data migration from the excel to salesforce using Data Loader.
•Set up the integration between salesforce & MailChimp to further set up marketing campaigns to attract more subscribers.
•Experience with importing data from legacy system to Salesforce using Data Loader.
•Knowledge on integration with third party apps.
•Created Profiles, Roles based on Organization Role hierarchy and implemented Record-Level and Field-Level Security.
•Fields creation & Page Layout customization for the standard objects like account, contact, activities, user and other Custom objects.
•Customizing Company Profile, Security Controls and Communication Templates of the organization as per the organization requirements.
•Ensure CRM platform structure works seamlessly across the organization and capture all required information at key points in the customer life cycle.