Roman Hentschke
Salesforce Architect
Erfahrungen
Aug. 2024 - Sept. 2024
2 MonatenSalesforce Architect
Freelancing
- Industry: Manufacturing
- Time zone management and automatic working time calculation for Field Service Lightning with Google Maps API
- Salesforce Products:
- Service Cloud
- Field Service Lightning
- Requirements:
- The customer uses Salesforce Field Service Lightning (FSL).
- Service technicians record their working hours in the Salesforce interface or the FSL Mobile App.
- Since the technicians work in different time zones, the working hours recorded in local time must be automatically converted to the correct time zone of the user and the customer.
- Additionally, the technician should be able to either enter the location freely or adopt it from the Service Appointment.
- However, FSL offers only limited standard support for time zones.
- Tech Stack:
- APEX
- Screen Flows
- Integration of external Google APIs
- CI/CID using Gitlab
- Implementation:
- Integration of Google Maps APIs (Geocode and Timezone) for automatic conversion of working hours based on start and end addresses.
- Apex-based time zone management that considers the time zones of the technician and the customer.
- Creation of Screen Flows to facilitate the recording and calculation of working hours for technicians.
- Automatic conversion of times recorded in local time to the time zones of the technician (Salesforce user time zone) and the customer to correctly calculate billable hours.
- Support for freely entered locations or locations from the Service Appointment.
Mai 2024 - Aug. 2024
4 MonatenSalesforce Architect
Freelancing
- Industry: Manufacturing
- Dynamic Email-to-Case Mapping Solution for Structured Emails with Apex and Custom Metadata
- Salesforce Products:
- Service Cloud
- Requirements:
- The customer manages thousands of service cases using Email-to-Case.
- The largest customers send structured emails, whose contents should be automatically transferred to standard and custom fields of a case.
- It must be possible to manage individual mappings for each sender or customer.
- Additionally, administrators must be able to configure and extend these mappings to support new fields, additional customers, or changed email structures.
- Tech Stack:
- APEX
- Custom Metadata
- CI/CID using Gitlab
- Implementation:
- Implementation of an Apex-based solution to automatically read contents from structured emails and map them to case fields.
- Use of Custom Metadata to manage flexible and configurable mappings.
- Support for individual mappings per sender or customer to process different email formats.
- Configurable and extensible solution for admins to easily add new fields, customers, and changed email body structures.
- Training of end users and administrators.
Nov. 2023 - Dez. 2023
2 MonatenSalesforce Architect
Freelancing
- Industry: Manufacturing
- Dynamic translation tool for Salesforce with DeepL API integration
- Salesforce Products:
- Any Salesforce Product
- Requirements:
- The client, operating in both Europe and Japan, records information in various languages (German, English, Eastern European languages) in Salesforce objects such as Meeting Notes.
- The top-level management in Japan needs a way to understand this information in Japanese.
- A dynamic translation tool is required that automatically translates specific fields, regardless of field type, into a defined target language.
- Tech Stack:
- APEX
- Custom Metadata
- Integration der DeepL APIs
- Second Generation Managed Packages
- CI/CD using Bitbucket
- Implementation:
- Integration of DeepL API for automatic translation of texts directly in Salesforce.
- Creation of a managed package for easy implementation and maintenance.
- Use of Custom Metadata to flexibly configure source fields, target fields, and the target language (e.g., Japanese).
- Support for various field types such as Text, Rich Text, and others.
- Automatic saving of translated content in the defined target field within Salesforce.
Juni 2023 - Aug. 2023
3 MonatenSalesforce Architect
Freelancing
- Industry: Manufacturing in the automotive supplier industry
- Integration of CRM Analytics for sales data and whitespace analysis
- Salesforce Products:
- Sales Cloud
- CRM Analytics
- Requirements:
- The customer from the automotive supplier industry manages millions of records in Microsoft Dynamics and Salesforce.
- There is a requirement to create dashboards that combine sales data from the ERP system and Sales Cloud to provide daily insights.
- The goal is to support both sales staff and top-level management by making sales targets transparent and using whitespace analyses to identify new business opportunities.
- Tech Stack:
- CRM Analytics
- Integration of external third-party systems (including Microsoft Dynamics)
- Implementation:
- Introduction of CRM Analytics with integration of data from Microsoft Dynamics and Salesforce Sales Cloud.
- Development of dashboards that combine ERP data (invoices, orders) and CRM data (opportunities, quotes).
- Provision of daily updated sales metrics for all levels, from the sales team to management.
- Implementation of whitespace analyses to identify potential new target groups for product lines.
- Users can track and compare their personal sales targets and progress in real-time.
Mai 2023 - Juni 2023
2 MonatenSalesforce Architect
Freelancing
- Industry: Energy Supplier
- Customized dataset sharing for external sales partners in Salesforce
- Salesforce Products:
- Sales Cloud
- Requirements:
- The customer from the energy sector has thousands of records in their Sales Cloud and cooperates with external sales service providers. These should only be able to access selected records in the system.
- The sharing of records of any Salesforce objects is done manually by certain users and cannot be mapped with standard sharing rules.
- Additionally, it should be configurable which groups a record of any Salesforce standard or custom object can be shared with.
- Tech Stack:
- APEX
- LWC
- Custom Metadata
- Unlocked Packages
- Implementation:
- Development of an Unlocked Package to extend the Salesforce Sales Cloud.
- Implementation of a configurable solution with Apex Sharing to enable manual sharing of records from any standard or custom objects.
- LWC (Lightning Web Component) integrated into the Record Detail UI, allowing users to flexibly share records with specific groups.
- Setup option to configure which custom objects can be shared with which groups, ensuring maximum flexibility and control for the customer.
Mai 2023 - Juni 2023
2 MonatenSalesforce Architect
Freelancing
- Industry: Manufacturing
- Custom Picklist-Label Retrieval for Apex with Language Support
- Salesforce Products:
- Any Salesforce Products
- Requirements:
- An internationally operating client has a Salesforce implementation with extensive picklist values that need to be available in various languages.
- Certain business processes - such as PDF generation via Visualforce - require the display of picklist values in a specified language, regardless of the logged-in user's language. However, Salesforce's standard functionality only provides translations in the current user's language, which is insufficient for multilingual document creation.
- The client needs a solution that allows retrieving the label in a specified language for an API value of any picklist field (standard or custom). Additionally, the solution should be performant and utilize platform caches when available.
- Tech Stack:
- APEX
- Platform Cache
- Second Generation Managed Packages
- Implementation:
- Development of an Apex-based solution that returns the label of a picklist field in a specified language, independent of user translation.
- Support for standard and custom picklist fields through API value query.
- Integration into Visualforce Pages for PDF generation in the desired language.
- Utilization of platform caches to improve performance and avoid repeated data queries.
- Delivery as a Second Generation Managed Package to ensure easy installation and updates.
Jan. 2022 - Sept. 2024
1 Jahr 9 MonatenSalesforce Architect
Freelancing
- Industry: Manufacturing
- Renovation of a chaotic Salesforce implementation and introduction of a stable architecture
- Salesforce Products:
- Sales Cloud
- Service Cloud
- Field Service Lightning
- Requirements:
- The client uses a Salesforce implementation (Sales Cloud, Service Cloud, Field Service Lightning) with hundreds of users across multiple countries, as well as an SAP integration.
- The previous implementation partner left behind a chaotic and faulty implementation over the years - incomplete, error-prone, and with misunderstood requirements.
- My task is to analyze the state of the implementation and develop remediation solutions to get the project back on track.
- Tech Stack:
- Standard configuration
- Flows
- APEX
- LWC
- Custom metadata
- Custom settings
- Integration with external third-party systems (including SAP ERP)
- Implementation:
- Analysis of the current state of the Salesforce implementation, module by module, to identify errors and incomplete areas.
- Derivation of action recommendations: Decision between repair or complete rebuild of modules, based on existing problems.
- Advising the client's internal IT department on the best approach to remediate and improve the existing implementation.
- Implementation of repairs and completions to existing modules to ensure a functioning implementation.
- Gradual introduction of a sensible architecture to ensure long-term stability and scalability.
Jan. 2022 - Sept. 2024
1 Jahr 9 Monaten Berlin, Deutschland
Salesforce Architect
Freelancing
Jan. 2022 - Sept. 2023
9 MonatenSalesforce Architect
Freelancing
- Industry: Coworking
- Complete management of coworking assets and contracts in Salesforce with a visual occupancy overview
- Salesforce Products:
- Sales Cloud
- Requirements:
- The client operates multiple coworking spaces and wants to map all assets - from buildings to floors, rooms, workstations, and even chairs - in Salesforce.
- They need a solution to manage various contract models and to be able to track the availability of spaces and workstations at any time. Contracts should be managed with durations, automatic renewals, and reminders for the sales team.
- Additionally, a visual representation of the assets is desired to recognize occupancy at a glance.
- Tech Stack:
- Standard Configuration
- APEX
- LWC
- Custom Metadata
- Implementation:
- Conducting numerous workshops to understand the client's requirements and demonstrate various solution possibilities in Sales Cloud.
- Implementation of a complex data model that allows the client to independently manage their data (assets, customers, contracts, etc.) later on.
- Development of a visual asset overview (from building to workstation) using Apex and LWC.
- Training of end users and C-level management to ensure smooth usage and administration of the system.
Okt. 2022 - Dez. 2022
3 MonatenSalesforce Architect
A Salesforce Implementation Company
- Industry: Manufacturing
- Renovation of a chaotic Salesforce implementation and introduction of a stable architecture
- Salesforce Products:
- Sales Cloud
- Service Cloud
- Field Service Lightning
- Requirements:
- The client uses a Salesforce implementation (Sales Cloud, Service Cloud, Field Service Lightning) with hundreds of users across multiple countries, as well as an SAP integration.
- The previous implementation partner left behind a chaotic and faulty implementation over the years - incomplete, error-prone, and with misunderstood requirements.
- My task is to analyze the state of the implementation and develop remediation solutions to get the project back on track.
- Tech Stack:
- Standard configuration
- Flows
- APEX
- LWC
- Custom metadata
- Custom settings
- Integration with external third-party systems (including SAP ERP)
- Implementation:
- Analysis of the current state of the Salesforce implementation, module by module, to identify errors and incomplete areas.
- Derivation of action recommendations: Decision between repair or complete rebuild of modules, based on existing problems.
- Advising the client's internal IT department on the best approach to remediate and improve the existing implementation.
- Implementation of repairs and completions to existing modules to ensure a functioning implementation.
- Gradual introduction of a sensible architecture to ensure long-term stability and scalability.
Mai 2022 - Okt. 2022
6 MonatenSalesforce Architect
A Salesforce Implementation Company
- Industry: Manufacturing
- Extended, configurable Salesforce search with Apex, LWC, and Custom Metadata
- Salesforce Products:
- Beliebige Salesforce Produkte
- Requirements:
- The customer is dissatisfied with the limited functionality of Salesforce's global standard search, as it is insufficient for efficient searching and filtering in large data sets.
- They need a solution that allows searching in standard and custom objects with tens of thousands of records. This solution should support any number of filters, even across object hierarchies.
- Additionally, filters should be automatically pre-populated based on the current running user.
- Tech Stack:
- APEX
- LWC
- Custom Metadata
- Second Generation Managed Package
- Implementation:
- Development of a managed package for advanced search in large data sets.
- Support for any number of filters, even across object hierarchies.
- Dynamic filters based on the running user for automatic pre-population.
- Implementation with Apex and LWC for seamless integration into Salesforce.
- Custom Metadata for flexible configuration of search filters, searchable fields, and result columns by admins.
- Adaptation to the Salesforce look and feel to ensure a unified user experience.
Sept. 2021 - März 2022
7 MonatenSalesforce Architect
A Salesforce Implementation Company
- Industry: Automotive
- Design and implementation of a generic solution for the automatic anonymization of customer data in Salesforce and adjacent third-party systems
- Salesforce Products:
- Sales Cloud
- Service Cloud
- Requirements:
- The client requests a customizable solution for the fully automatic anonymization or deletion of tens of thousands of customer master and transaction data in Salesforce and integrated systems.
- This data contains numerous pieces of personal information and should be processed according to preset deletion rules to meet GDPR requirements.
- Tech Stack:
- APEX
- LWC
- Custom Metadata
- Custom Settings
- Integration in externe Drittsystem (u.a. Event-Management-System)
- Implementation:
- Implementation of a fully configurable Salesforce solution based on APEX, LWC, Custom Meta Data, and Custom Settings in combination with time-controlled jobs that consider the desired deletion rules.
- Dynamic consideration of dozens of objects in Salesforce related to personal data.
- Configurable anonymization patterns for every field type known in Salesforce.
- Configurable deletion patterns with temporal reference.
- Administration interface in Salesforce.
Feb. 2021 - Dez. 2022
1 Jahr 11 MonatenSalesforce Architect
A Salesforce Implementation Company
- Industry: Manufacturing
- Implementation of a multi-stage quote-to-cash process including integration of the customer ERP
- Salesforce Products:
- Sales Cloud
- Requirements:
- The globally operating company in the automotive supply industry is implementing Sales Cloud as a modern foundation for a future-oriented sales model.
- In this process, a highly complex quote-to-cash process is to be implemented. This process integrates products, their availability, and pricing from the ERP system, and also enables complex, freely configurable approval mechanisms.
- Despite these extensive requirements, the customer wants to stay as close as possible to the Salesforce standard.
- Tech Stack:
- Standard Configuration
- APEX
- LWC
- Custom Metadata
- Custom Settings
- Integration into external third-party systems (Microsoft Dynamics)
- CI/CD using Gearset
- Implementation:
- Conducting numerous workshops for customer consultation and planning a highly functional implementation while adhering to Salesforce best practices.
- Implementation of the entire process using standard configuration, quote versioning, and pricing through integration with Microsoft Dynamics.
- Implementation of dozens of integrations between Microsoft Dynamics and Salesforce, including synchronization of products, availabilities, order process, and invoicing.
- Configuration of an automatic CI/CD pipeline based on Git and Gearset.
- Conducting numerous training sessions for end users and C-level executives.
Okt. 2020 - März 2022
1 Jahr 6 MonatenSalesforce Architect
A Salesforce Implementation Company
- Industry: Manufacturing
- Design and implementation of a calculation engine for configurable calculation of offer prices
- Salesforce Products:
- Sales Cloud
- Experience Cloud
- Requirements:
- The customer from the aluminum industry generates quotes where product prices are determined by more than 30 calculation stages, which include raw material, finishing, machinery, preparation, and labor costs.
- Previously, the calculation was done using Excel, which is prone to errors, difficult to maintain due to daily changes in raw material prices, and lacks transparency for sales and customers.
- Tech Stack:
- APEX
- LWC
- Custom Metadata
- Custom Settings
- Integration into external third-party systems (including ERP, commodity exchange)
- Implementation:
- Generic implementation of a configurable Calculation Engine based on APEX, LWC, Custom Meta Data, and Custom Settings in combination with a sensible data model using custom objects.
- Preparation of the solution for easy addition of further calculation steps as well as for controlling their dependencies and sequences.
- Creation of numerous configuration interfaces for master and transaction data maintenance for the calculation.
- Introduction of a logging framework for easy evaluation.
- Connection to various third-party systems such as ERP, commodity exchanges, etc.
Okt. 2019 - Juni 2020
9 MonatenSalesforce Architect
A Salesforce Implementation Company
- Industry: Consumer Goods
- Takeover of a failing Salesforce implementation and successful completion of the project
- Salesforce Products:
- Sales Cloud
- Requirements:
- The client was in the process of implementing Salesforce Sales Cloud with another implementation partner.
- This included a complex data model, numerous automations, and extensive integration with an ERP system.
- Upon taking over the project, it became apparent that no requirement had been satisfactorily implemented. Many specifications were misunderstood and consequently poorly implemented.
- Particularly critical was the existing ERP integration, which was neither functional nor maintainable.
- Tech Stack:
- Standard Configuration
- APEX
- LWC
- Custom Metadata
- Custom Settings
- Integration into external third-party systems (ERP system)
- Implementation:
- Conducting an extensive requirements workshop.
- Analysis and documentation of the current state, followed by deriving recommendations for successful implementation.
- Building a new configurable and maintainable, as well as error-free and scalable integration between Salesforce and the customer's ERP system.
- Conducting workshops and training sessions.
Jan. 2015 - Dez. 2022
8 JahrenFounder, CEO & Salesforce Architect
A Salesforce Implementation Company
Jan. 2013 - Dez. 2015
3 JahrenSoftware Engineer
Freelancing
Jan. 2010 - Dez. 2014
3 JahrenIT Consultant
High-Security Technology Company
Jan. 2008 - Dez. 2011
4 JahrenIT Working Student
High-Security Technology Company
Jan. 2007 - Dez. 2009
2 JahrenIT Consultant
IT Startup
Zusammenfassung
I am a software developer and solution architect with a passion for Salesforce. I support my clients in tackling their most complex challenges on the Salesforce platform.
My specialization lies in particularly complex requirements that go far beyond the Salesforce standard, as well as projects that are at risk of failure. I advise and support my clients in staying as close as possible to the Salesforce standard while implementing forward-looking solutions - maintainable and scalable in the long term. My tech stack includes APEX, Lightning Web Components (LWC), Flows, and standard configuration. My particular strength lies in integrating external systems and APIs. Furthermore, I implement CI/CD pipelines for seamless and efficient deployments. Whether it's Sales Cloud, Service Cloud, Field Service Lightning, CRM Analytics or other products - I harness the full potential of the Salesforce platform and develop tailored architectures that are precisely customized to the needs of my clients.
Sprachen
Deutsch
Muttersprache
Englisch
Verhandlungssicher
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