Morgan T.

I am a Colorado-based Salesforce Professional specializing in Salesforce administration, customization, and integration. I have 11 years of Salesforce experience in advanced administration, cross-platform integration, payment processor integration, and workflow process design. Every client and every organization is different. I will take the time to understand your structure and requirements so that the solutions I offer are custom fit for your business. I hope to support you with my knowledge of industry standards and best practices so you can leverage the power and versatility of Salesforce to best meet your needs. Skills: - Staff training - Creating training resources - Process builder, workflows, flow - Pardot Engagement Studio, building dynamic lists, lead management - Customized reports and dashboards for quick viewing of data - Building custom objects, fields, related lists, cross-object look ups - Data deduplication and general clean up - Custom profiles with permissions - Salesforce Maps - Lightning UI and components - Lightning page setup and configuration Projects: - Contributed to implementation of Pardot Marketing Platform - Implementation of DemandTools duplicate management tools - Built web forms and 3 new custom Salesforce objects for new program - Built 3 additional custom objects for organization efficiency - Researched and implemented new payment processor with Salesforce integration - Contributed to direct API integration of Authorize.net to Salesforce - Contributed to building of Salesforce Partner Community - Transitioned non-profit from Classic UI to Lightning UI - Transitioned non-profit to Household model - Implemented and managed automatic rebilling feature native to Salesforce