Salesforce Sales Cloud
Open To Work
Daniel Wilson
Fort Worth,TX
Summary
Salesforce Certified Administrator with a proven track record in designing innovative business solutions that drive efficiency and growth. Extensive hands-on experience in leading CRM evaluations, defining strategic roadmaps, and executing multi-phase implementations across Sales, Purchasing, and Warehouse workflows. Expertise in transforming business process bottlenecks into scalable Salesforce solutions, including data modeling, security, automation (Flow & Apex), reporting, and user adoption. Adept at collaborating with ERP and web platforms to enhance overall operational performance.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Salesforce System Admin / Sales
The Plywood Company of Fort Worth
03.2022 - Current
- Sales Cloud rollout & governance: Built adoption roadmap, led stakeholder interviews, and mapped processes across Management, Multiple Sales Levels, Marketing, and Strategic Movers; defined phased deployment including Sales Engagement and Salesforce Maps.
- Product Affinity & Recommendations: Designed affinity engine with custom objects (Product_Purchase_Snapshot__c, Product_Affinity__c, Product_Recommendation__c) and batch Apex, applying thresholds from Custom Settings/Metadata.
- Account Health & Scoring: Automated Account Monthly Summary rollups (SMA trends, Growth Rate) with scheduled Apex; developed Sales Ease score factoring order size/frequency, credit memo rate, and engagement effort.
- Maps & Field Automation: Modeled maps__Route__c and maps__Waypoint__c, automated check-in Tasks via Platform Events, and built recurring route templates.
- Pricing & Product UX: Delivered LWCs including a Moulding Calculator (with Apex backend) and Account Pricing Search (auto-refresh, including subset availability and clickable product links).
- Standardization & Migration: Planned migration from custom Order schema to standard Order/OrderItem/PricebookEntry, preparing for Salesforce Commerce Cloud. Utilized APEX API callouts to retrieve data and populate object records.
- Automation optimization: Shifted high-volume Flow automations into Batchable/Queueable/Schedulable Apex to prevent governor-limit issues.
- Security & training: Rationalized Permission Sets, verified Salesforce Mobile behavior, and authored SOPs and training guides. Administered onboarding and additional training of all users.
Operations NCO / Project Coordinator
United States Army
03.2018 - 03.2022
- Coordinated multi-unit operations (COVID-19 task forces, refugee relocation) using structured planning tools.
- Led requirements gathering and scheduling for ceremonial/community engagements; advised on regulatory compliance.
- Mentored junior soldiers, tracked readiness metrics, and supported command teams.
Self-Employed
Freelance Music Educator & Studio Owner
01.2013 - 01.2018
- Operated a multi-campus private studio; managed billing, communication, and scheduling.
- Built instructional frameworks; coordinated performance logistics with schools and families.
Education
Master of Church Music -
Southwestern Baptist Theological Seminary
Fort Worth, TX12.2013
Bachelor of Music Performance - undefined
Henderson State University
Arkadelphia, AR12.2009
Salesforce Certified Administrator - undefined
09.2025
Skills
- Sales Cloud
- Reports & Dashboards
- Flow
- Permission Sets
- Custom Objects
- Platform Events
- Salesforce Maps
- Data Cloud
- LWC
- Data modeling
- Deduping
- Cleansing
- Migration strategy
- CMDT management
- Change Sets
- ERP integrations
- Automation
- DMSi Agility
- Epicor WMS
- Google Workspace
- Microsoft Office
- Excel
- Sheets
- SOP writing
- Onboarding materials
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Dependable and responsible
- Critical thinking
- Calm under pressure
- Decision-making
Certification
- Platform App Builder, In Progress / Planned
- Data Cloud Consultant, In Progress / Planned
- Advanced Administrator, In Progress / Planned
- Marketing Cloud Engagement, In Progress / Planned
Skills
Sales Cloud, Reports & Dashboards, Flow, Permission Sets, Custom Objects, Platform Events, Salesforce Maps, Data Cloud (DLO/DMO, Data Streams), Batchable/Queueable/Schedulable patterns, service classes, test coverage, LWC data tables and form UX, Data modeling, deduping/cleansing, migration strategy, CMDT deployment, Change Sets, ERP/WMS integrations, automation, DMSi Agility, Epicor WMS, Builderwire, WorldPay, ShipperHQ, Google Workspace, Microsoft Office, SOP writing, onboarding materials, Excel/Sheets (advanced)
Timeline
Salesforce System Admin / Sales
The Plywood Company of Fort Worth
03.2022 - Current
Operations NCO / Project Coordinator
United States Army
03.2018 - 03.2022
Self-Employed
Freelance Music Educator & Studio Owner
01.2013 - 01.2018
Bachelor of Music Performance - undefined
Henderson State University
Salesforce Certified Administrator - undefined
Master of Church Music -
Southwestern Baptist Theological Seminary
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Architected and launched the company’s first Salesforce environment, integrating ERP and warehouse systems to replace fragmented spreadsheets and legacy tools.
- Achieved better product management and inventory visibility through effectively implementing a Warehouse Management System in an already thriving company.
- Led the migration from custom ERP-linked Salesforce objects to standard Sales Cloud architecture, streamlining integrations with Agility ERP and improving data reliability across 12 different objects.
- Built a comprehensive “Account Health” scoring system leveraging moving averages and engagement metrics to identify at-risk accounts in real time.
- Developed a full-stack LWC “Moulding Calculator” app for Experience Cloud, enabling customers to estimate costs and configurations instantly.
- Served as the primary Salesforce Admin and functional consultant for a company-wide digital transformation, bridging IT, operations, and sales teams.
- Acted as technical liaison between Salesforce, ERP, and WMS vendors to ensure system interoperability and data integrity.
Quote
Design is not just what it looks like and feels like. Design is how it works.
Steve Jobs
Portfolio
LWC - Moulding Calculator
LWC - Custom Pricing Lookup
Software
Salesforce Setup
DMSi Agility
Microsoft Excel
Google Sheets
Microsoft Office Suite
Google Office
Epicor WMS
Interests
Outdoors
Guitar, Piano, Trumpet
Weightlifting
Dogs
Logic Puzzles
Scotch