SALESFORCE SUCCESS EXPERIENCE

As WelbeHealth (WBH) Senior Salesforce Administrator, managed configuration for WBH Salesforce instance functionality including:


  • - Supervised a complete New Build environment: revised user profiles and permissions, new page layouts to reduce ‘page’ display clutter.
  • - Sandbox used extensively for new build testing prior to production migration.
  • - User shadowing to determine improved user experience and user interface.
  • - Change Management – created custom Change Management Object for gathering detailed user requests for improvements/changes to the WBH Salesforce edition/instance and implemented changes as appropriate and approved.
  • - Administered newly created user setup/management, Profiles, Permission Sets.
  • - Planned for and managed WBH Salesforce upgrades and Salesforce seasonal releases.
  • - Created KPI dashboards and Reports for WBH stakeholders.
  • - Provided support and training to both current and new users of WBH, fostering the development of Salesforce proficiency throughout the organization.
  • - Automated routine processes using Salesforce tools such as process builder, approval processes, validation rules.
  • - Developed and implemented the WBH sales and Service infrastructure such as Leads Sales Path and Sales Stages.

As acting Salesforce Administrator served as the primary system administrator for the TransLogistiX (TLX) Salesforce environment focusing the organization’s use of Salesforce functionality towards what best served the company mission. Successfully:


  • Manage Customer Data: Store and organize customer information for easy access.
  • Automate Processes: Automate repetitive tasks and workflows.
  • Sales and Pipeline Management: Track leads, opportunities, and sales performance.
  • Customer Support: Provide efficient customer service and support.
  • Service Automation: Create and track Service campaigns.
  • Custom Application Development: Build custom applications to meet specific business needs.
  • Implemented/customized TLX Salesforce edition and by creating and managing their configuration for all functionality and other routine tasks.
  • Handled all TLX Salesforce Administrative functions including user setup and maintenance, modification of page layouts, generation of reports and dashboards, and creation of custom objects/fields.
  • Gathered detailed requests for improvements/changes to the TLX Salesforce edition/instance and implemented changes as appropriate and approved.
  • Automated routine processes using Salesforce tools such as process builder, approval processes, validation rules. Identified, installed and maintained appropriate apps from the Salesforce AppExchange.
  • Trained TLX current and new users and grew the Salesforce skill set across the organization.
  • Documented TLX Salesforce customizations and Best Practices.
  • Planned for and managed TLX Salesforce upgrades and Salesforce seasonal releases.
  • Developed and implemented the TLX sales and Service infrastructure such as Sales Path and Sales Stages for Translogistix service offerings.
  • Created KPI dashboards and Reports for the TLX CEO which provided invaluable executive level metrics and analytics.

As acting Salesforce Administrator served as the primary system administrator for the LanTech Salesforce environment by focusing the organization’s use of Salesforce functionality in offering its governmental services to commercial market. Successfully:


  • - Implemented Salesforce Cloud to extend LanTech government IT offerings to the commercial market.
  • - As acting Salesforce Administrator implemented the new Salesforce instance.
  • - Developed and implemented the Salesforce sales and Service cloud infrastructure for LanTech commercial IT service offerings including Managed Cloud Services, Profe- ssional Cloud Services, and Managed IT Services.
  • - Managed LanTech commercial Salesforce organizational build-out including sales model, sales cycle, lead/prospect databases and imports, and integration with LanTech sales toolkits collateral.
  • - Created and managed configuration for all functionality including custom objects, page layouts, validations, workflows, process builder.
  • - Created KPI Reports and Dashboards for the LanTech CEO which providing mission critical executive level metrics and analytics.

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