Hieu Truong Email and Phone Number
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Helping companies run their businesses more efficiently by automating and architecting their Salesforce Orgs.I've been using Salesforce for over 13 years and have Salesforce experience within the following industries: Insurance, Software, Real Estate, Education, Financial Services, Manufacturing, Advertisement, and Consulting. I specialize with the following Salesforce Applications: Certinia PSA, Certinia Accounting, DocuSign, and Sales Cloud.My current Salesforce Skill Sets include the following: User Management, Data Management, Security, Actionable Reporting, UI/UX Design (Salesforce Classic/Salesforce Lightning), Declarative Automations (Workflows, Process Builders, Flows, Omni Studio and Approval Processes), and Programmatic Automations (Apex Triggers, Apex Classes, and Visualforce).I'm currently learning how to develop Lightning Web Components and plan to learn how to write Salesforce APIs. To contact me, you can email me at hieu.truong.sfdc@gmail.com
Hylaine
View- Website:
- hylaine.com
- Employees:
- 145
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HylaineTexas, United States
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Practice Lead | Senior ConsultantHylaine Aug 2022 - PresentCharlotte, Nc, UsPrimary 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
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Senior Salesforce Platform EngineerSearch Discovery May 2020 - Jul 2022Atlanta, Ga, UsPrimary 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) -
Salesforce Devops DirectorSimplus Aug 2019 - May 2020Salt Lake City, Utah, UsPrimary 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. -
Salesforce/Certinia AdministratorDealmoon Mar 2019 - Aug 2019Richardson, Tx, UsPrimary 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. -
Salesforce Administrator/Jr. DeveloperNew Western Acquisitions Mar 2018 - Apr 2019Irving, Texas, UsPrimary 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. -
Senior Salesforce AdministratorEci Software Solutions Sep 2015 - Mar 2018Westlake, Texas, UsPrimary 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. -
Agency Support ManagerGoosehead Insurance Agency Mar 2011 - Sep 2015Westlake, Texas, UsPrimary 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.
Hieu Truong Skills
Hieu Truong Education Details
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University Of North TexasTheoretical And Mathematical Physics -
University Of North TexasMinor In Computer Science
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Haltom High SchoolGeneral Studies
Frequently Asked Questions about Hieu Truong
What company does Hieu Truong work for?
Hieu Truong works for Hylaine
What is Hieu Truong's role at the current company?
Hieu Truong's current role is Senior Salesforce Consultant/Practice Lead @Hylaine.
What is Hieu Truong's email address?
Hieu Truong's email address is ht****@****ity.com
What is Hieu Truong's direct phone number?
Hieu Truong's direct phone number is +168220*****
What schools did Hieu Truong attend?
Hieu Truong attended University Of North Texas, University Of North Texas, Haltom High School.
What skills is Hieu Truong known for?
Hieu Truong has skills like Leadership, Team Building, Powerpoint, Social Media, Salesforce.com, Insurance, Property And Casualty Underwriting, Account Management, Reporting And Analysis, Sales, Networking, Customer Relationship Management.
Who are Hieu Truong's colleagues?
Hieu Truong's colleagues are Jeremy Davis, Jim Keane, Pmp, Csm, Lssbb, Jim Reese, Chris Morgan, Mitchell Ruble, Sachin Paralkar, Jayme Macqueen.
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