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Wendy B.
Expert-Vetted

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

🇺🇸Fountain Hills, United States$85/hr100% JSS4.90 (95)Since Sep 2012

Earnings and projects

MRR
$1k

Last 6 months ÷ 6

World#47,368 / 412k
🇺🇸Country#7,966 / 62.1k
Revenue, last 30 days
$737

Last 6 months: $6.1k

World#52,339 / 412k
🇺🇸Country#7,322 / 62.1k
Total earnings
$798k

Billed in all: $826k

World#993 / 412k
🇺🇸Country#414 / 62.1k
Per project
$5.3k

$3.1k in the last 6 months

World#33,138 / 412k
🇺🇸Country#5,479 / 62.1k
Projects, last 6 months
2

Across 4 contracts

25% fixed75% hourly
World#88,918 / 412k
🇺🇸Country#11,762 / 62.1k
Projects in all
152

Across 199 contracts

17% fixed83% hourly
World#15,447 / 412k
🇺🇸Country#2,620 / 62.1k

Earnings, last 30 days

$826k+$737 earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$825.0k$825.5k$826.0kOct 8Oct 23Nov 7

Skill rankings: Top 8% in Data Cloud

Ranked by MRR among everyone on Upwork with the skill.

  1. #5Data Cloud62 freelancers · 🇺🇸 #2Top 8%
  2. #23Nonprofit238 freelancers · 🇺🇸 #17Top 10%
  3. #30AWS Cloud9249 freelancers · 🇺🇸 #4Top 12%
  4. #59Healthcare IT359 freelancers · 🇺🇸 #15Top 16%
  5. #77Apex601 freelancers · 🇺🇸 #18Top 13%
  6. #78AI Product Management540 freelancers · 🇺🇸 #19Top 14%
  7. #80Salesforce CPQ351 freelancers · 🇺🇸 #21Top 23%
  8. #101Salesforce Marketing Cloud516 freelancers · 🇺🇸 #31Top 20%