Cody Smith work email
- Valid
Cody Smith personal email
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.
-
Salesforce ConsultantBlueprint AdvisoryTulsa, Ok, Us -
Salesforce ConsultantAsymbl Consulting May 2022 - PresentAustin, Texas, Us -
FreelanceCdse Jan 2020 - Oct 20223X 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.
-
Technology Integration SpecialistLevel Four Wealth Management Feb 2019 - Jan 2020Financial 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
-
Planning & Client Service AssociateLevel Four Wealth Management Mar 2017 - Jan 2020Securities 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 UniversityFinance
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial