Salesforce Solution Architekt

1/2022 – offen

Projektmanagement, Salesforce Solution Design, Implementierung,
Prozessautomatisierungen

Salesforce

6/2015 – 12/2021

• 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

• 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