Salesforce Platform Manager
- Manage Sales Cloud application for fast-paced start up with continually evolving processes/procedures.
- Designed and executed complex Lead & Account routing process, utilizing custom metadata, custom objects and flows.
- Audited user permissions to discover & rectify holes in security model.
- Implemented Cloudingo (3rd party tool) with custom matching filters and merge rules to identify and clean up duplicate records, ensuring complex rules for field selection of winning records.
- Architected process for identifying and tagging appropriate parent/child relationships and created custom screen flow to display child accounts on parent record.
- Executed custom UTM parameter stamping on Leads, Contacts & Accounts pursuant to marketing specifications and lead source.