Wendy B.
Certified Salseforce Consultant | Claude | Kiro | Cursor AI
Salesforce AI Consultant specializing in Data Cloud, Agentic AI (Agentforce), Health Cloud, and CPQ. I help enterprises unify customer data, deploy autonomous AI agents, and streamline quote-to-cash, with 20+ Salesforce certifications and hands-on delivery across Sales, Service, and Health Cloud implementations. What I Deliver- * Data Cloud - ingestion, harmonization, identity resolution, Calculated Insights, Segmentation, Activation * Agentforce Life Sciences expertise with industry knowledge and AI capabilities * Agentic AI - Agentforce agent design, prompt, topic and action configuration, Einstein Copilot customization * Health Cloud - care plans, provider and patient data models, HIPAA-aware architecture * CPQ - product catalog, pricing rules, approval flows, quote-to-cash automation * Apex, LWC, Flow, REST and SOAP integrations, org migrations, AppExchange application development Certifications- * Salesforce Certified Administrator * Salesforce Certified Platform App Builder * Salesforce Certified Advanced Administrator * Salesforce Certified Sales Cloud Consultant * Salesforce Certified Service Cloud Consultant * Salesforce Certified Platform Developer I * Salesforce Certified Platform Developer II * Salesforce Certified Agentforce Life Sciences Consultant Highlights- * Converted JavaScript Button code from Salesforce Classic to Lightning Components * Salesforce Classic to Lightning Migration * Lightning Component and Lightning Web Component Development * Salesforce DX Implementation Salesforce Nonprofit- * Volunteers for Salesforce Sales Cloud- * Custom Territory Management Solution with Collaborative Forecasting * Proposal Management System with Conga Composer and DocuSign * Account, Opportunity, Lead, Contact and Campaign Management Service Cloud- * Open CTI * Live Agent * Service Cloud Console * Entitlement Management * Contract Management * Knowledge Management Marketing Cloud- * Lists and Data Extensions * Data Retention * Subscriber Key * Unsubscribe Management * Send Logs * Automation Studio * Contact Builder * Journey Builder * Marketing Cloud Connect * Dynamic Content * VAWP * AMPscript Commerce Cloud- * Front-end Development * Back-end Architecture * HTML, ISML, CSS, SCSS, SASS, Demandware, jQuery, JavaScript, AJAX, JSON, Gulp, XML Salesforce Integrations * Cloud storage and calendar integrations * Desktop and Online accounting system integrations * Route management integrations * Cloud object storage integrations * Salesforce Einstein * Enterprise content management integrations * Payment gateway integrations * Social media platform integrations * Content management system integrations * DocuSign and Conga Composer * PHP, Java, .NET and CMS integrations using SOAP APIs * MySQL middleware integrations * Chatter Files, Attachments and Content Version integrations for Partner Community users AppExchange Applications- * Custom AppExchange application development * Enterprise security and document management applications Experience Cloud- * Highly customized Customer and Partner Communities Additional Experience- * Field Service Lightning * Salesforce CPQ * FinancialForce Customization Pardot- * Salesforce and Pardot integration * Dynamic Lists * Automation Rules * Segmentation Rules * Drip Campaigns * Responsive Email Templates * Responsive Landing Pages * Form Handlers * Multi-step Forms * Engagement Studio * Code Tracking * Registration and Contact Forms * Cross-client compatible email development WordPress- * Plugin Development * Theme Development * PSD to HTML * SEO Optimization
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $6.1k
Billed in all: $825,851$826k
$3.1k in the last 6 months
Across 4 contracts
Across 199 contracts
Earnings, last 30 days
Skill rankings: Top 8% in Data Cloud
Ranked by MRR among everyone on Upwork with the skill.
- #5Data Cloud62 freelancers · 🇺🇸 #2Top 8%🇺🇸#2 of 13
- #23Nonprofit238 freelancers · 🇺🇸 #17Top 10%🇺🇸#17 of 172
- #30AWS Cloud9249 freelancers · 🇺🇸 #4Top 12%🇺🇸#4 of 18
- #59Healthcare IT359 freelancers · 🇺🇸 #15Top 16%🇺🇸#15 of 87
- #77Apex601 freelancers · 🇺🇸 #18Top 13%🇺🇸#18 of 106
- #78AI Product Management540 freelancers · 🇺🇸 #19Top 14%🇺🇸#19 of 91
- #80Salesforce CPQ351 freelancers · 🇺🇸 #21Top 23%🇺🇸#21 of 81
- #101Salesforce Marketing Cloud516 freelancers · 🇺🇸 #31Top 20%🇺🇸#31 of 145