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.• Implemented two phone automation tools (Truly; Dialpad) with custom fields, roll up counts and flows, including async flow to tag specific calls appropriately.• Implemented Einstein Activity Capture with Unified Activity Reporting.
