Now you can Instantly Chat with Shawn!
Salesforce.com Sr. Administrator with 11 years experience.
Areas of Expertise:
Lightning & Classic Versions of SFDC
Sales Cloud, Service Cloud
Process Builder, Flows, Workflow Rules, Tem...
Sales Cloud, Service Cloud
Process Builder, Flows, Workflow Rules, Templates, Custom Objects, Custom Fields & Formulas
Reports & Dashboards
Profiles, Permissions and Roles
Basic understanding of APEX Code
Ability to Multi-Task & Balance Projects across multiple departments
Data Analysis & Manipulation
Implement “Best Practices"
Analytical Skills / Determine Business Requirements
M.S. Office Suite
Excellent verbal and written skills
Applications / Tools:
Dataloader (Demand Tools)
JIRA (I also have experience with Jen desk)Show More
DocuSign / Conga Composer
I was responsible for ensuring the DocuSign (DS) & Conga Composer Apps were installed, configured properly and working. I managed and maintained the connection between these two Applications as well.
In DS I created Custom Tags and confifured documets to use those tags properly.
In Conga, I created multiple Templates, Queries and Solutions, including cross object queries, and customized solutions that utilzed "Parameters" for items such as defaulted output format, and saving documents as Files within Salesforce.
I also custom designed MS Word documents with look-up or reference fields to Salesforce, as well as custom code, enabling documents to "Dynamically" build based on criteria from Salesforce.Show More Show Less
SkillsSalesforce Conga Composer Docusign
ToolsJira software MS Word MS EXEL
Data Integrity - Multiple Companies
Data Integrity has been a core function of my responsibilities at every company I have worked at. I have:
1. Exported Data, Sent data to respective Reps, Managers, and Marketing Staff for validation or correction, Uploaded valid data back into SFDC using Dataloader.
2. Created rules and restrictions within SFDC to stop or dramatically reduse duplication of data.
3. Created Workflow Rules, Validation Rules and Processes (Flows & Process Builder) to reduce duplicate data or invalid data.
4. Configured fields within SFDC, removing Open Text fields and replacing them with picklists, drop downs, checkboxes and formula fields.Show More Show Less
ToolsApp Srore Process Builder
4 Into 1
Migrated 4 different SFDC Orgs into one (1) new SFDC Org.
The primary tool for migrating the data was the Dataloader. Data was exported from the old SFDC Org. Load sheets were built and verified for field mapping into the new SFDC Org. Data was then uploaded into the new SFDC Org.
Field Mapping was critical as I used custom record types (account record type, user record type, opportunity record type, etc) as I was mixing data from four (4) different product lines into one (1) new SFDC Org. and seperation was necessary between product lines in the new Org.
Established sharing rules, custom page layouts, custom profiles and permission sets and field level security buth for visibility and access.Show More Show Less
Launch Service Cloud
Design, Customize, Test and Deploy Service Cloud
Weekly project meetings to review progress, roadblocks and solutions to keep project on track and all parties informed
Integrated Service Cloud with “Live Agent” (Live Chat).Show More Show Less