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Salesforce Solution Architekt
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- Weltweit
- de | en | ru
- 14.08.2024
Kurzvorstellung
Zertifizierter Salesforce Consultant und Architect—mit Kundenempathie, Kommunikationsstärke und professionellem Auftreten.
Auszug Referenzen (1)
"Hiermit bestätigen wir, dass Herr M. H. bei der Koenig & Bauer AG als Salesforce Solution Architekt erfolgreich tätig war."
6/2015 – 12/2021
Tätigkeitsbeschreibung
• Work as the in-house consultant for business lines like sales, service, marketing, finance and the demo center.
• Work closely with the stakeholders to ensure consistency of requirements and setting right expectations for the solution design.
• Develop Proof of Concepts and design prototypes for requirement- and design validation with stakeholders.
• Demonstrate out of the box Salesforce capabilities and propose business process changes to take full advantage of Salesforce capabilities.
• Plan the architecture of new applications on the Salesforce platform including integration with legacy systems (SAP, middleware Cache, proprietary production management system “Prodis”, Printing Machine Control System “Optimus”).
• Development of Salesforce functionality and applications the whole spectrum of declarative methods (Process Builder, Flows, Workflows, Approval Flows etc) and limited Apex.
• Establish, maintain & enhance data security, using profiles and role hierarchy.
• Integrate data from legacy systems with Salesforce to enrich data for sales and service to gain better insights in opportunity pipeline and installed base (Assets).
• Improve data quality using Data Loader and Enabler for Excel.
• Executed more than 400 hours user trainings for sales and service users.
• Working mainly with Sales Cloud, Force.com but also Service Cloud to a small extend.
• Management of Web-To-Lead functionality and Lead Assignment Rules.
• Technical setup of campaigns for different purposes (Open House, Sport Events, Customer Care Survey).
• Customization of Clicktools for Customer Care Surveys and integration with Salesforce.
• Participation in large scale projects for the development / implementation of functionalities (e.g. Press To Asset-Migration).
Achievements
• Improvement of pipeline insights and CEO Opportunity Dashboards by integrating required data from legacy systems.
• Successful implementation of sales process for service opportunities.
• Automation of service notifications for KBA presses based on sheet counters of client’s remotely connected printing machines.
• Implementation of call center solution to run customer care surveys (integration with Clicktools) via Partner Portal.
• Successful implementation of Partner Community for collaboration of partners with internal Sales Reps on Sales Opportunities.
• Automation of document generation (Print Test Brochure) for KBA Demo Center and for various Sales purposes.
Agile Entwicklung, Salesforce
Qualifikationen
Projekt‐ & Berufserfahrung
1/2022 – offen
Tätigkeitsbeschreibung
Projektmanagement, Salesforce Solution Design, Implementierung,
Prozessautomatisierungen
Salesforce
6/2015 – 12/2021
Tätigkeitsbeschreibung
• Work as the in-house consultant for business lines like sales, service, marketing, finance and the demo center.
• Work closely with the stakeholders to ensure consistency of requirements and setting right expectations for the solution design.
• Develop Proof of Concepts and design prototypes for requirement- and design validation with stakeholders.
• Demonstrate out of the box Salesforce capabilities and propose business process changes to take full advantage of Salesforce capabilities.
• Plan the architecture of new applications on the Salesforce platform including integration with legacy systems (SAP, middleware Cache, proprietary production management system “Prodis”, Printing Machine Control System “Optimus”).
• Development of Salesforce functionality and applications the whole spectrum of declarative methods (Process Builder, Flows, Workflows, Approval Flows etc) and limited Apex.
• Establish, maintain & enhance data security, using profiles and role hierarchy.
• Integrate data from legacy systems with Salesforce to enrich data for sales and service to gain better insights in opportunity pipeline and installed base (Assets).
• Improve data quality using Data Loader and Enabler for Excel.
• Executed more than 400 hours user trainings for sales and service users.
• Working mainly with Sales Cloud, Force.com but also Service Cloud to a small extend.
• Management of Web-To-Lead functionality and Lead Assignment Rules.
• Technical setup of campaigns for different purposes (Open House, Sport Events, Customer Care Survey).
• Customization of Clicktools for Customer Care Surveys and integration with Salesforce.
• Participation in large scale projects for the development / implementation of functionalities (e.g. Press To Asset-Migration).
Achievements
• Improvement of pipeline insights and CEO Opportunity Dashboards by integrating required data from legacy systems.
• Successful implementation of sales process for service opportunities.
• Automation of service notifications for KBA presses based on sheet counters of client’s remotely connected printing machines.
• Implementation of call center solution to run customer care surveys (integration with Clicktools) via Partner Portal.
• Successful implementation of Partner Community for collaboration of partners with internal Sales Reps on Sales Opportunities.
• Automation of document generation (Print Test Brochure) for KBA Demo Center and for various Sales purposes.
Agile Entwicklung, Salesforce
11/2013 – 4/2015
Tätigkeitsbeschreibung
• Planned and executed the shift from Sales Cloud Professional Edition to Force.com Enterprise Edition
• Run discovery and scoping workshops with the different business lines.
• Designed, built and deployed functionality according to the requirements of the business lines.
• Set up and maintained the data sharing model.
• Migrated Data from the previous Sales Cloud Professional Edition and from Excel sheets.
• Implemented pick lists, dependent pick lists, lookups, junction objects, master detail relationships, record types, validation and formula fields with standard and custom objects
• Integrated SFDC system with Outlook using the Salesforce For Outlook add-on
• Developed and deployed Apex Triggers for special needs using the Eclipse/Force.com IDE and Developer Console.
• Created workflow rules, related tasks, email alerts, field updates to implement business logic.
• Developed Custom Reports and Dashboards using also Reporting Snapshots
• Created Change Sets on Sandbox environment and deployed them to Production.
Achievements:
• Successful migration from the old CRM platform to the new one
• Improvement of the sales life cycle to increase sales efficiency and shorten time to deal
• Improvement of data recording process and data quality
• Successful automation of key business processes (e.g. client on-boarding, client setup, product setup)
• Created management tool for better pipeline insights and control of sales opportunities
• Successful implementation of new collaboration methods using Chatter
• Setup of a centralized document repository to make usage of documents, presentations, manuals better available
Salesforce
1/2010 – 6/2013
Tätigkeitsbeschreibung
Salesforce CRM related activities and tasks:
• Capturing the business requirements and document them so the stakeholders and users can appreciate and understand and confirm them.
• Translation of business requirements into a solution that meets business acceptance and the subsequent successful implementation of that solution into Salesforce CRM.
• Translation of business requirements into functional specifications for development or application evaluation.
* Active participate to the design and the development of Salesforce.
• Being the voice of the internal customer (department) to the development team to ensure the requirements are delivered functionally and technically with integrity and respect to the customer need.
• Configuration of the system.
• Recommendation of process enhancements
• Organization and leading the End to End testing, Integration testing with the business and the development team.
• Organize and lead demo to the stakeholders to provide visibility.
• Provide guidance for data cleanse and data conversion.
• Writing the user guide.
• Communicate system and procedural changes to the internal clients using written and oral means.
• Provision of platform support.
Salesforce
Zertifikate
Copado
Salesforce
Ausbildung
Haufe Akademie
Frankfurt am Main
Heidelberg
Über mich
Mein Tagessatz beträgt €1045 - Reisekosten gegen Abrechnung.
Weitere Kenntnisse
- 15 Jahre Projekterfahrung als technischer Berater und Solution Architect
Experte in den Salesforce Sales Cloud, Salesforce Service Cloud und Field Service Lightning
- Führungskompetenz und Überzeugungsfähigkeit
- Fähig, funktionsübergreifend zusammen zu arbeiten
- Transparente und strukturierte Arbeitsweise
- Fähig, das Business des Kunden zu verstehen
- In der Lage, Probleme aus verschiedenen Perspektiven zu betrachten
- Präziser Kommunikator
- Value-driven
- Nachhaltige, wartungsorientierte und performanceoptimierte Entwicklungen
- Mentor und Coach
Kurzbeschreibung Profil
Projekte im Salesforce-Umfeld
- Projekt- und Teilprojektleitung (agil)
- Konzeption der Solution-Architektur für Sales Cloud, Service Cloud und Field Service Lightning
- Solution Design und Implementierung von Partner Community
- Tiefes Verständnis von Berechtigungskonzepten in Salesforce
- Design und Implementierung von Enterprise Territory Management
- Kenntnis der Marketing Cloud und anderer marketingbezogener Software (Cvent)
- Greenfield- und Brownfield Implementierungen
- Nationale- und Internationale Rollouts
- Extraktion, Transformation und Migration von Daten
- Datenanalyse
- Automatisierungen mit Flow Designer und Apex
- Implementierung von DevOps-Prozessen mit Copado und Github
- Solution Testing
Persönliche Daten
- Deutsch (Muttersprache)
- Englisch (Fließend)
- Russisch (Fließend)
- Spanisch (Grundkenntnisse)
- Europäische Union
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