A highly technical, 4x certified Salesforce Functional Consultant with 4+ years' experience configuring Salesforce Sales, Service, and Third-party Integrations. Proven ability to analyze, design, and optimize business processes with hands-on experience implementing change, increasing user adoption, and driving best practices.
Salesforce Functional Consultant and team lead.
Responsible for presales as well as implementation.
▶Utilized Standard Account Object to store various Customer and Vendors Data.
▶Configured Salesforce Maps to locate the nearest Vendor.
▶Created Email Alert to be sent to nearest Vendors to find their rates.
▶Based on Vendor responses, customized solutions to select appropriate Vendors and generate Work Orders and Appointments.
▶Created Flows to capture the Start Time and Locations of the Technicians.
▶Utilized Quote Templates and Service Reports for Sign Offs.
▶Lead conversion to Account, Contact, and Opportunity.
▶Configure selected products from suppliers and the ability to select products.
▶Setup Users with appropriate Permissions.
▶Installed Vonage Integration suit.
▶Data Uploads from Legacy System to Salesforce.
▶Integration with AWS using Xfilespro.
▶Created invoice to the customer from the finance team for the initiation of payment.
▶Created the flow to initiate the payment to the customer after invoice
submission based on the terms and agreed timelines.
Salesforce Admin and BA, responsible for implementation and managing stakeholders.
Salesforce Admin responsible for testing and support tickets.