Salesforce Consultant
Baar, Ch
Interacting with Executive Teams to customize SFDC merged with Furniture and Golf companies; performed an architectural audit on the custom application; identified and prioritized risks and problems related to performance, stability and security; Full implementation on ServiceCloud and SalesCloud.Key responsibilities: - Involved with the clients in theirs strategic, tactical and technical initiatives involving Salesforce.com.- Worked with the client's business teams, harvesting & refining requirements focused on service management to provide efficient business capabilities for both customer and agent needs, including case submission, routing and assignment processes, equipment inventory tracking and streamline case resolution processes.- Designed system solutions, custom object and fields for equipment inventory maintenance and tracking, data elements, custom record types and page layouts for various support processing teams and groups, activity and history tracking, workflow notification and alerts.- Setup and tested web-to-case forms, email-to-case, assignment rules, automation and queues, auto response rules, escalation rules, chatter groups, person accounts, cases and solutions, lookup relationships, approval process for consulting requests and status tracking and performed demos.- Configured security access for application, object permission, created custom profiles, queues, role hierarchy, sharing rules, public groups and teams for various business groups and sharing data access and set field-level access controls.- Created, implemented workflow rules, data validation, and triggers, custom code in partnership with sales, business intelligence and marketing teams.- Worked with API connections using nforce to connect the platform with external applications for golf and furniture companies.- Configured Data model using schema builder to fully make architectural solutions and optimizations for both companies.