Summary
Overview
Work History
Education
Skills
Websites
Certification
Interests
Timeline
Generic
ADAM LUTZ

ADAM LUTZ

Salesforce Administrator
American Fork,UT

Summary

Salesforce specialist skilled in optimizing CRM systems to drive business efficiency. Adept at managing integrations, automating processes, and enhancing user experience. Proven track record of working collaboratively to achieve results and adapt to shifting requirements. Strong problem-solving abilities, effective communication skills, and commitment to continuous improvement.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Salesforce Administrator

Smarty
Orem, Utah
09.2023 - Current
  • Manage the entire Salesforce instance, including Sales Cloud and Service Cloud, for Sales, Support, and Success teams.
  • Customized user interfaces according to specific departmental needs while maintaining a consistent overall experience across the platform.
  • Enhanced Salesforce system efficiency by optimizing flows, automating processes, and streamlining data management.
  • Resolved technical issues promptly and effectively, providing exceptional support to Salesforce users across the organization.
  • Collaborated with cross-functional teams to gather requirements, design solutions, and deploy custom Salesforce features tailored to business objectives.
  • Successfully led the transition from Hubspot to Salesforce, enhancing business operations.
  • Manage all third-party and custom integrations with Salesforce

Salesforce Administrator

doTERRA
10.2019 - Current
  • Managed profiles, roles, permissions, groups and queues for user across the company
  • Built and managed custom flows to create and update records, build custom tools to for permission management, and streamline daily tasks
  • Implemented email to case solutions, and built associated reports and dashboards
  • Trained users on reports and dashboards
  • Managed custom objects and metadata associated with lightning knowledge pages
  • Maintained and cleaned data via data loader and workbench

Workforce Management Knowledge And Systems Admin

doTERRA
11.2016 - 10.2019
  • Managed all workforce processes and systems for the call center
  • Oversaw and assisted in the transition and implementation of Verint Workforce Management Software
  • Managed Licensing and set up for telecommunication software AVAYA and provided support and troubleshooting for front end users

Team Lead, Workforce Management

doTERRA
07.2015 - 10.2016
  • Manage and train a team of Workforce Analysts responsible for forecasting hiring needs, recording key performance indicators, analyzing trends, and overseeing operations for a contact center of over 1000 employees
  • Built custom reports for monitoring KPIs tracked in the contact center
  • Facilitated the growth and development of team members

Education

Associate In Science (A.S.) - General

Utah Valley University
Orem, UT
04.2020 - 01.2017

Data Science - Python

Bloom Tech
Online
04-2020

Skills

Attention to detail

Certification

Salesforce Certified Administrator

Interests

3D printing and 3D design


Timeline

Salesforce Administrator

Smarty
09.2023 - Current

Associate In Science (A.S.) - General

Utah Valley University
04.2020 - 01.2017

Salesforce Administrator

doTERRA
10.2019 - Current

Workforce Management Knowledge And Systems Admin

doTERRA
11.2016 - 10.2019

Team Lead, Workforce Management

doTERRA
07.2015 - 10.2016

Data Science - Python

Bloom Tech
ADAM LUTZSalesforce Administrator