As a Salesforce Consultant with 6 years of experience, I provide top-quality Salesforce Administrator services to companies looking to implement Salesforce, perform administration tasks on their Salesforce instance, provide training for end-users, or need a Salesforce Administrator. My services cover a wide range of core Salesforce Administration work, including:
Database Model – Object Creation
I specialize in creating and customizing Salesforce objects, including standard and custom objects, using relationships to build a solid data model for your organization. I can help you create custom fields and tabs, provide support with different data integrity automations like duplicate rules, triggers.
Web-To-Lead & Web-To-Case
I can help you set up web-to-lead and web-to-case configurations so that you can capture leads and cases from your website directly into Salesforce.
Security and Cyber Security
I have extensive knowledge of the Salesforce security model and can help you set up field-level security, permission sets, and sharing rules. I can also provide guidance on how to control record visibility using OWD, Role Hierarchy, and Sharing Rules to ensure your data is safe and secure.
Data Migration
I can assist with data migration from external systems into Salesforce using different tools such as Data Import Wizard and Apex Data Loader. I can also provide guidance on data export and scheduled export.
Sales and Support Processes
I can help you set up and customize your sales and support processes. I have experience with workflows, flows, email templates, and approval processes. I can also help you configure multiple steps and multiple approvers to the approval process, assignment and auto response rules for leads and cases.
Record Types and Page Layouts
I can help you create and customize record types and page layouts to suit your specific business needs. I have a deep understanding of how to use formula fields and cross-object formulas, validation rules, and roll-up summary fields.
Salesforce Mobile and Integration
I can assist with Salesforce1 mobile app setup and integration with external systems such as Outlook and more. I can also provide guidance on how to use Salesforce Chatter to improve communication within your organization.
User Management
I will onboard new users, give them the right profiles and permissions needed to perform their day-to-day activities while staying very productive.
Automations with Flows
I am well-versed in the use of Salesforce Flows and can help you create complex business automations, custom buttons, links, and actions to streamline your business processes. I can also help you implement business logic like validation rules using formula fields and cross-object formulas.
Analytics – Reports and Dashboards
I can help you convert business requirements to reports and dashboards and create custom report types. I have experience with tabular reports, summary reports, matrix reports, and joined reports. I can also help you schedule reports and create dynamic dashboard filters.
Custom Application
I will build your custom application using declarative tools to meet your unique business needs. I will include automations and customizations that will give you the tailored solution you require to augment your business and Digital Transformation journey. I will work closely with you to understand your requirements and design a solution that enhances your business processes. We can get started as soon as you are ready.
My Implementation Approach
As a certified Salesforce Consultant, when performing Salesforce Administration tasks, the approach I use is based on Agile project management. Agile is an iterative and collaborative approach to software development that focuses on delivering value to customers quickly and responding to changing business needs effectively. Here are some of the key features of my implementation approach for any Salesforce Administrator project:
1. Collaborative Planning
Before starting any Salesforce Administration work, I work closely with my clients to understand their unique business needs, goals, and challenges. We collaborate to create a detailed project plan that outlines the scope, timeline, budget, and resources required for the project.
2. Iterative Development
Once the project plan is in place, I perform all configurations, customizations and setup as per client requirement to meet their business needs in the shortest possible time. I normally break down the project into small, manageable chunks called sprints, with each sprint lasting between 2-4 weeks. At the end of each sprint, I deliver a working Salesforce deliverable that can be tested.
3. Continuous Feedback
Throughout the project, I maintain close communication with my clients to gather feedback and make adjustments to the project plan as needed. This allows me to respond to changing business needs effectively and ensure Salesforce solution meets my clients’ expectations.
4. Quality Assurance and Testing
I believe that quality is a key factor in the success of any implementation project. That’s why I use a range of quality assurance and testing techniques to ensure that the Salesforce solution is reliable, efficient, and scalable. I perform functional testing, integration testing, performance testing, and user acceptance testing to ensure that the Salesforce solution meets my clients’ business needs.
5. Training and Support
Finally, I provide training and support to my clients to ensure that they can use and maintain the Salesforce solution effectively. I provide training sessions, user manuals, and ongoing support to help my clients maximize the value of their investment in Salesforce.
6. System Maintenance
Ongoing system maintenance is very essential for your Salesforce solution to continue meeting your evolving business needs. As a seasoned Salesforce Consultant, I offer tailored maintenance services that ensure your Salesforce solution continues to deliver long-term value to your organization. Whether you need help troubleshooting, debugging issues or optimizing your Salesforce solution, I got you covered.
