Projects
SEE WHAT I HAVE BEEN UP TO
Deloitte Salesforce Consultant Quest
(Clicked Live Experience)
Salesforce Consultant
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Designed solutions to address the needs to streamline the Sales Process among 12 regions which included Customized Lightning Pages, dynamic reports and dashboards, validation rules, Big Deal Alerts and an approval process, created mobile app for field sales reps to have quick access to Opportunities and Leads
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Created a Functional Design Document and plans for Risk Management, validation rules for required fields, User Acceptance Testing, and an Implementation/Training Plan
Clicked Salesforce Admin & Analyst Team Sprint
Business Analyst/ Project Manager
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Product Owner and Project Manager in a team of 5 to utilize the Salesforce Professional Services Methodology (Discover, Define, Design, Deliver, and Deploy) to elicit requirements, needs analysis, and business case definition to scope a solution that meets a client’s business challenge
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Deliverables: Customized Homepage and Dashboard for the VP of Sales for better visibility of opportunities, weekly subscription to report for Year-to-Date Revenue and Projections for the VP of B2B Revenue
Private Org Build Project
Creator/ Project Manager
I am the creator and project manager a private project Org Build project called Wine Trails. The purpose of the project is to onboard a mock wine club business to Salesforce. This project is on going. Stay tuned for demo videos!
