Duration: 4 Salesforce consulting partners, 15 end-user clients, over 2 years

Sectors: Non-profit, media/tech, finance, health, professional services

Clouds: Sales Cloud, Service Cloud, Salesforce.org non-profit cloud, Sales Cloud (Professional Edition)

Integrations: Expensify, WealthEngine, FinancialForce, Tableau, Data loader, EventBrite, SMS Magic, DLRS, Conga Composer

Features and Custom Configuration: workflow rules, process builder, validation rules, email-to-case, case queues, profiles, sharing settings, custom objects and fields, page layouts, record types, email templates, DLRS, user onboarding/deactivation, campaign management, public groups, permission sets, custom business processes, Data Import Wizard, Lightning Pages and apps, AppExchange app implementations

Consulting and Development: client demos, custom configuration, deployment through change sets, executive and development documentation, data loads, backups, submitting cases to Salesforce for Marketing Cloud, end user case support, stakeholder workshops, client demos, Agile methodology, project mgmt., process analysis, coaching, data analysis

Outcomes: Post-merger integration, custom business process creation, Lightning Migration, Service Console implementation, non-profit and business quick starts, general admin support, business analysis

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Attended Trailheadx 2018, Northeast Dreamin’ 2019