Salesforce Consultant

1:1 mentoring and coaching for Salesforce Data Architect related topics as preparation for Salesforce Data Architect certification

Implementation of Salesforce Sales and Service Clouds with Field Service (multi orgs)

• Responsible for overall system landscape of service and sales teams
• Ensuring system governance and set up of an application lifecycle management process (ALM)
• Stakeholder Management: alignments with business, IT and implementation partners
• Creation of solution designs and implementing change requests end-to-end
• Set up of release management process (deployment path) using Azure DevOps
• Managing deployments, conducting code reviews, solving merge conflicts in Git
• Conception of interfaces, integrations and mappings with SAP CPI / SAP ERP
• Managing and conducting migration of SAP CRM and SAP ERP data into Salesforce using Data Loader, Salesforce Inspector and SAP interfaces
• Implementing Outlook Integration and Einstein Activity Capture for automatic email and event synchronization
• Business requirements analysis and creation of solution designs for implementation in Salesforce
• Evaluation and technical approval of user stories
• Ensuring of IT operations, administration of the system

Development of an interface for transactional emails

• Developing a solution concept for sending out transactional emails account customers
• Functional analysis of interfaces (IBM Watson Campaign Automation, UBX)
• Development of a model to dynamically do callouts for sending transactional emails based on criteria triggered by account changes using dynamic parameters
• Development of a model to configure information for sendout emails based on different criteria using dynamically chosen personalization tags
• Creation of technical concept and documentation
• Project management

Development of global data processing for portfolio and fund management and migration of data

• Development of batch classes for importing und calculating global portfolio and fund data
• Improvement of existing processes (meeting notes, portfolio management)
• Project Management

Implementation of Salesforce CRM for sales area, development of a Kafka Rest interface

• Development of a Kafka Rest API (consuming and processing data events)
• Implementation of dynamic apex managed sharing
• Creation of a 360° view
• Consulting and creation of processes for sales (Dealer and customer management)
• Development of triggers and flows
• Functional analysis of global sharing model for german sales areas
• Consulting and support of process analysis and optimization
• Creation of documentation
• Project management

Introduction of a sales tool based on partner community

• Development of a partner community for sales (based on VisualForce Pages)
• Development of apex and Java controllers
• Development of a data business- and sharing-model for integration to an existing Salesforce organization