Roy W.

I've been working on the Salesforce platform for 10 years. I've implemented Salesforce, related applications, and integrations for companies of all sizes and industries. When approaching a new project, I like to first get on a call to further discuss your challenges, get a better idea of your broad-level goals, and establish the infrastructure and assets you already have in place (or the ones you want to build out, if you're starting from scratch). Or advise that you scale back and simplify your Salesforce org. Salesforce Products: Salesforce CPQ (Revenue Cloud); Sales Cloud; Service Cloud; Experience Cloud (Communities); Marketing Cloud; Tableau; Breadwinner; Accounting Seed; TaskRay; Salesforce Chat; Datorama; Milestones, Salesforce Agentforce,, and many others Salesforce Administration & Development Administrator & Developer; Lightning & Classic; Validation Rules; Triggers; Flows; APEX & Custom Code; Process Builder; Page Layout Designs; Custom Reports & Dashboards; Third-party App API Integrations; Salesforce Chrome Extension Development Pardot (Marketing Cloud Account Engagement) Technical Set-up, Salesforce/Pardot Integration, HTML Email Templates, Engagement Studio, Automation Rules, Page Actions, Completion Actions on Form Submissions and Landing Page Visits, Training Hubspot: Implementations and Migrations Integrations: ell versed in all middleware platforms such as Zapier, Workato, Celigo, Boomi, PostMan, and many others. Data Enrichment Platforms: Clearbit, ZoomInfo, and 6sense Accounting Platforms: Netsuite, Sage Intacct, Quickbooks, Xero