Ricardo Cabral Filho Email & Phone Number

San Diego, Ca, Us

San Diego, California, United States

A total wealth management firm dedicated to helping individuals though life-changing moments meet their long-term financial goals. Dealt with the administration of a 200+ user Salesforce organization. Developed reports and dashboards for the Executive Team to track KPIs. Elicited requirements from stakeholders to strategically develop and implement declarative Salesforce solutions. Created and maintained fields, page layouts, record types, profiles, permission sets, business process through Conga Orchestrate and validation rules to ensure functionality and improved user experience. Created and maintained documentation for our data security model, processes, and configurations. Constructed and maintained flows for Process Automation.

Brazil

Daily calls with clients, an integrator between business needs and technology solutions, helping to create technology solutions to meet clients' business needs. include defining systems strategy, developing system requirements, designing, prototyping, and testing custom technology solutions, and supporting system implementation. Mapping functional requirements to Salesforce.com features and functionality. Ability to clearly communicate solution and Solution decisions internally and with the customer throughout each project. Mentoring more junior team members in business analysis, project management, and Salesforce.com best practices.