Hieu Truong Email & Phone Number

Texas, United States

Charlotte, Nc, Us

Primary Responsibilities-Lead and manage the Salesforce Practice-Develop Salesforce Training Plans-Train and mentor consultants-Meet with potential clients-Create Salesforce proposals and SOWs-Contribute and deliver Salesforce Consulting Projects-Meet with vendors for partnershipsRecent Projects-Performed a system and business analysis to form a Salesforce Roadmap-Created a Proof of Concept Invoicing feature that connects to Field Service Lightning Work Order-Developed an interface to identify duplicate cases and allow merging/deleting-Built a PTO automation to update Certinia PSA Assignments and Schedules-Reviewed and configured components within Omni Studio-Configured Omni Scripts and Data Raptors to send Salesforce fields to DocuSign for field merging-Trained a team on Salesforce best practices and features-Installed and configured a CTI Phone Application

Atlanta, Ga, Us

Primary Responsibilities-Collaborate with executives, department leaders, and end users to identify new features, bugs, and enhancements within the Salesforce Org-Plan, develop, architect, test, deploy, and document Salesforce solutions-Strategic planning to enable the growth and stability of the companySalesforce Org-250 End Users-Lightning Org-Managed Packages: Certinia PSA, Certinia Accounting, Pardot, AskNicely, Conga Composer-API Tools: DellBoomi, ZapierRecent Projects-Sales Package: End users can auto populate the Opportunity Products by selecting values on dependent picklist fields. (Custom Objects, Apex Trigger, Apex Class, Custom Fields)-General Ledger Accounts: When a Sales Invoice is created for a Fixed Fee Project, an automation creates a General Ledger Account. A Journal Entry with Journal Entry Lines items are created and associated with the new General Ledger Account and Sales Invoice. (Apex Trigger, Apex Class)-Closed Date Changes: When an Opportunity Closed Date is changed, an automation queries all related Project Records (Resource Requests, Milestones, Assignments, and Schedules) and update the Start and End Date to match the new Opportunity Closed Date (Apex Trigger, Apex Class)

Salt Lake City, Utah, Us

Primary Responsibilities-Collaborate with internal departments to provide guidance, direction, and recommendations to address business processes and requirements-Engage in strategic planning with the VP of Global Operations to provide road maps, guidance and recommendations on architectural Salesforce considerations-Managed and mentor an offshore DevOps Team comprised of Salesforce Developers and AdminsSalesforce Org-500 End Users-Classic/Lightning Org-Managed Packages/Features: Certinia PSA, Certinia Accounting, Community CloudPrevious Projects-Release Note Viewer: Created a Visualforce Page that queries all Salesforce Release Notes created by the DevOps Team. This page would allow users to filter by their department and Release Note Month.

Richardson, Tx, Us

Primary Responsibilities-Plan, design, develop, test, deploy and document new Salesforce Features and Enhancements-Troubleshoot Certinia Accounting Issues -Provide end user Salesforce training and SupportSalesforce Org-150 End Users-Classic/Lightning Org-Managed Packages: Certinia Accounting, DocuSign, Conga ComposerPrevious Projects-Past Due Invoices: Nightly queries using a scheduled batch class that looks for invoices that are past due. Customers will a past due invoice will receive an email.-Update All Opportunity Products Page: An Opportunity Button that allows the end user to update all Opportunity Line Items. Custom fields and logic were added to the page.-File Upload Button: A button that allows end users to upload their signed order forms using Visualforce.

Irving, Texas, Us

Primary Responsibilities-Collaborate with the Implementation Partner to launch Salesforce-Write Apex Classes, Apex Triggers, and Visualforce Page using Visual Studio Code. Deploy all components to Github for code review/approval.-Provided monthly Salesforce training to end usersSalesforce Org-500 End Users-Lightning Org-Managed Packages: PropertyBase and DocuSignPrevious Projects:-Launch a new Salesforce Org: Review and understand the previous CRM system which was written using custom code and AWS. Work with our Implementation Partner to create Salesforce Processes and Features that existed in the previous CRM system.-Implement DocuSign: Participated in the introduction calls. Installed and configured the application. -Implement Five9 Call Software: Installed and configured the application. Designed call queues and call routing. Designed call reporting.

Westlake, Texas, Us

Primary Responsibilities-Maintain and complete Salesforce Help Desk Tickets and queue-Plan, design, develop, test, deploy and document new Salesforce Features and Enhancements-Connect and maintain different systems that interact with SalesforceSalesforce Org-300 End Users-Classic Org-Managed Packages: Desk.com, Salesforce Sales Cloud, Salesforce Certinia PSA, Salesforce CPQ, MapAnything, Adobe EchoSign, and QualtricsPrevious Projects:-Accounting Alerts in Desk.com: Desk.com connects to Salesforce and Salesforce connects to Great Plains Accounting. I used HMTL, CSS, jQuery, JavaScript, and Ruby to create custom alerts when an end user opened up a Customer Record in Desk.com. This alert will let the end user know if the customer had any Accounting Issues. -Certinia PSA Implementation: Certinia PSA was installed in our org prior to my hire. It was set up incorrectly. I received Certinia PSA training and worked with their implementation team to relaunch the package.

Westlake, Texas, Us

Primary Responsibilities-Manage a training team that helps train new insurance agents-Design and deliver weekly insurance webinars with provided insurance and Salesforce tips-Provide Salesforce supportSalesforce Org-750 End Users-Classic Org-Managed Packages: DocuSign, Drawloop, Drag and DropPrevious Projects-Franchise Model: We started to franchise our business and needed to create security rules for record access between internal employees and franchise employees. I created custom sharing rules and set Org Wide Defaults. I set up different Page Layouts, Roles, Profiles, and Record Types.-Company Reports and Dashboards: As I started to learn more about Salesforce, I became really good at creating reports and dashboards. I designed standard company reports and dashboards for the Customer Service Team, Sales Team, Franchise Sales Team, and Executive Team.

Post Graduate Studies, Theoretical And Mathematical Physics

Bachelor Of Arts (B.A.), Radio And Television, Minor In Computer Science

High School Diploma, General Studies