Shannon L.

I help growing teams fix manual processes, disconnected tools, and messy data. Most of my clients are looking for someone who recommends solutions that are simple to use and easy to maintain. With 7+ years of Salesforce experience, I design systems that save your team time and scale as you grow. What sets me apart is that I start with the business problem, not the tool. Send me a message. I'd be happy to connect and learn where I can help! - Automation: Build Flows for automation such as approvals, assignments, Slack notifications, document generation, and emails. Migrate legacy Workflow Rules and Process Builder to Flow - User Experience: Design dynamic screens with Lightning Pages and Screen Flows - Admin Support: Configure custom apps, objects, fields, validation rules, and Dynamic Forms - Reporting: Build reports and dashboards to track and analyze KPIs - Security: Manage user access, roles, profiles, and permission sets - Data Migration: Data mapping and mass data maintenance Project Delivery - Requirements: Lead discovery sessions to understand business needs and define clear requirements - Solution Design: Create scalable, maintainable solutions aligned with Salesforce best practices - Technical Debt Assessment: Identify inefficiencies and implement lasting improvements - Implementation: Deliver design documentation, train users, and manage feedback Salesforce Experience - Clouds: Sales, Service, Financial Services, Health, Experience, Account Engagement (Pardot), CPQ, Field Service, CRM Analytics - Integrations & Tools: Zapier, Aircall, Slack, PandaDoc, Heymarket, Airtable, Fillout, Clay, FormAssembly, Merge Connect - Delivery & Analytics: Jira, Lucidchart, Excel, VS Code, Copado, AutoRabit, Power BI - Certifications: Salesforce Administrator, Financial Service Cloud Accreditation, Service Cloud Consultant, OmniStudio Consultant, Account Engagement Specialist (Pardot) - Industries: Financial Services, Wealth Management, Insurance, MedTech, Agriculture, Apparel