10+ years of working with firm leadership and management to create Salesforce Workflows, Flows and Processes in the financial, multi-media, higher education, non-profit, real estate and insurance industries.
Extensive experience in developing and implementing Salesforce Cases for financial operational workflows using Salesforce Workflows (retired), Flow Builder, Process Builder (retiring), Assignment Rules, Auto-Response Rules and
Service Queues
Data analysis
Data scrubbing
Data Import Wizard
Data imports
Data exports
External Data Sources
Data Loader
Dataloader.io
Connect SaaS, on-premises & cloud apps while instantly infusing intelligence into any business process.
List Emails
Campaigns
Leads & Opportunities
Marketing Cloud (including Data Studio/Email Studio/Journey Builder/Advertising Studio)
Marketing Cloud Engagement (formerly Pardot)
Other Integrations (Eventbrite, MailChimp, FMG Suites, etc.)
Skyvia
Jitterbit
No-code data integration in both directions. Import/export CSV files on schedule, create OData services, manage data with SQL, back up cloud data, etc.
Salesforce Essentials
Sales Cloud
Service Cloud
Financial Services Cloud
Marketing Cloud
Marketing Cloud Engagement (formerly Pardot)
Salesforce Mobile App
Professional Edition
Enterprise Edition
Unlimited Edition
Developer Edition
Production Org
Full Sandbox
Partial Sandbox
Developer Org
Developer Pro Org
Partner Developer Org
Pre-Release Org
Workbench (not an official Salesforce product)
AppExchange
M365
Black Diamond
Orion
Addepar
GeoWealth
Schwab OpenView Gateway
VoIP (Jive, 8x8, etc.)
Salesforce integrations and AppExchange options are limitless, let's talk about what you need!
Experienced Admin in Org initial setup and configuration.
We have years of experience in Org Trusted IP and Login IP Ranges and Login Hours for firms that need multi-layer permissions and security at Object, Record, Record Types, Page Layouts and Field levels
Extensive experience in one Org to many companies configurations including OWD (Organization-Wide Defaults), Role Hierarchy, Sharing Rules and Profile permissions.
Experienced in supporting full RIAs and IARs
TAMPs
Asset Managers
Operations
Advisor Support teams
Insurance Agents
Broker Dealers
Compliance Teams
Legal Departments
Billing & Finance Departments
Portfolio Managers
Trading Departments
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