Salesforce Consultant
CurrentCurrently helping a wide range of clients with new implementations, upgrades, and improved utilization of Salesforce orgs. As a lead consultant for projects, my role spans across the full lifecycle of each client relationship, starting with initial discovery and staying with the client through deployment, training, and support.This work often includes leading in-depth discovery sessions with stakeholders, designed to uncover business goals, processes, and challenges so that we can craft solutions that utilize Salesforce and integrated 3rd party tools when appropriate. These client-facing sessions focus on business, process, and document analysis that help us to define the gap between the client's "as-is state" and their "desired state." Through the use of GAP analysis and User Stories, we can then define priorities and project scope as we work towards enhancing each client's operational excellence.Work includes:* Business Analysis, Requirements Gathering, Project Scoping, User Acceptance Testing* Salesforce Consulting, Administration, Declarative Configurations & Architecting Salesforce orgs* Documenting key tasks and managing specialists and developers to implement solutions* Best Practice recommendations, client documentation, and training* Streamlining the UI through App building, layouts, custom objects and fields* Report and Dashboard creation & management* Data Import and Migrations* extending Salesforce capabilities through the AppExchange...and moreHighly knowledgable in:* Business Analysis* Salesforce NPSP (Nonprofit Success Pack)* Salesforce Integrations to Email Marketing, Online Donation systems, and Event Management systems* Salesforce Training* User, Report, and Dashboard Management* Data Quality & Duplicate Management* Object Customization & Architecture* Salesforce CampaignsSalesforce Nonprofit Cloud Certified, Administrator Certified, and Salesforce Platform App Builder Certified.