Cody Smith

Cody Smith Email and Phone Number

Salesforce Consultant @ Blueprint Advisory
Tulsa, OK, US
Cody Smith's Location
Tulsa, Oklahoma, United States, United States
Cody Smith's Contact Details

Cody Smith work email

Cody Smith personal email

n/a
About Cody Smith

Salesforce Certified Administrator, Platform App Builder & Experience Cloud Consultant with 450+ Trailhead badges including 9 Super badges. 5+ years in the Salesforce ecosystem. Lightning Experience ProficienciesFlow builder - 300 + Flows built Process builderWorkflow rulesValidation rulesSales/Service/Expierence CloudBusiness AdminSecurityLightning Experience RolloutConga experienceProfile & Permission SetsSharing rulesApproval processesMobile app configurationOmni – ChannelClassic & lightning HTML email templates Lead/opportunity/account/case configurationCustom junction objectsFormula fieldsCreating user guides, reference materials, and webinarsBlockchain enthusiast & Cardano Stake Pool Operator.

Cody Smith's Current Company Details
Blueprint Advisory

Blueprint Advisory

View
Salesforce Consultant
Tulsa, OK, US
Cody Smith Work Experience Details
  • Blueprint Advisory
    Salesforce Consultant
    Blueprint Advisory
    Tulsa, Ok, Us
  • Asymbl Consulting
    Salesforce Consultant
    Asymbl Consulting May 2022 - Present
    Austin, Texas, Us
  • Cdse
    Freelance
    Cdse Jan 2020 - Oct 2022
    3X Salesforce certified 4X trailhead ranger.PSG • Migrated a Business Unit Out of a Previous Org Into New Instance• Implemented New Org, Migrated Data & Integrated Conga Contracts• Managed Meetings, Delivered on Time & at BudgetOmniCell • Salesforce Enhancement Request Flow• CPI Request Intake Flow• Product Lifecycle MGMT Flow• New User Request Flow• Product Offering Request Flow• Marketing Request FlowGoTelecom • New Lead & Appointment Flow • First Touch Onboarding Flow • Lead Appointment Disposition Flow • Customer Facing Q&A Flow • Opportunity Task/Appointment FlowInstructional training• Created process companion user guides and conducted training• Embedded files into the screens so users can review the instructional material while using the workflow.
  • Level Four Wealth Management
    Technology Integration Specialist
    Level Four Wealth Management Feb 2019 - Jan 2020
    Financial Services Cloud Performed client interviews and built custom FSC Lightning Flows for:Client service caseTrade request caseMarketing request caseCorporate retirement plan workflowFinancial planning & invoicing Compliance fee for service supervision Compliance privacy opt-out
  • Level Four Wealth Management
    Planning & Client Service Associate
    Level Four Wealth Management Mar 2017 - Jan 2020
    Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Level Four Advisory Services, a registered investment advisor. Level Four Advisory Services and Level Four Wealth Management are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit https://adviserinfo.sec.gov/Firm/134086

Cody Smith Education Details

  • Oklahoma State University
    Oklahoma State University
    Finance

Frequently Asked Questions about Cody Smith

What company does Cody Smith work for?

Cody Smith works for Blueprint Advisory

What is Cody Smith's role at the current company?

Cody Smith's current role is Salesforce Consultant.

What is Cody Smith's email address?

Cody Smith's email address is cs****@****ory.com

What schools did Cody Smith attend?

Cody Smith attended Oklahoma State University.

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