Company Overview: AppShark, a Salesforce Crest (formerly Gold) Consulting and Product Development Partner, specializes in Salesforce implementation, setup, and technical staffing. Serving industries like retail, healthcare, oil and gas, and manufacturing, AppShark focuses on digital transformation, cloud migration, and staffing solutions.
- Collaborated with stakeholders to gather business requirements and translate them into Salesforce solutions.
- Strong knowledge of Salesforce.com administration, including user management, security settings, workflows, flows, and data management.
- Configured security settings to ensure compliance with industry regulations such as HIPAA and GDPR
- Created custom reports and dashboards to provide leadership with insights into patient engagement, outcomes, and resource allocation.
- Conducted user training for clinical, administrative, and support staff, boosting adoption and user proficiency.
- Successfully migrated patient records from the legacy CRM to Salesforce with 100% data accuracy.
- Experience in creating and maintaining custom objects, fields, page layouts, and record types
- Developed custom reports and dashboards to provide insights into policy sales, renewals, and customer service metrics.
- Experience Lightning Experience, Dynamic Actions to customize the user interface to enhance user productivity.
- Excellent problem-solving and analytical skills, with the ability to identify and resolve system issues efficiently.
- Proven ability to collaborate with cross-functional teams, including sales, marketing, and IT, to gather requirements, and implement solutions.
- Experience in integrating AppExchange products like Docusign, Cloudingo, Quip, Box.
- Strong communication and interpersonal skills, with the ability to train and support end-users effectively.
- Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer.
- Conducted regular data audits and implemented data quality measures to maintain data accuracy and consistency.
- Led end-to-end implementation of Salesforce Experience Cloud for multiple clients.
- Designed and configured Experience Cloud components, including templates, themes, and community branding, to create engaging and personalized user experiences.
- Administered Salesforce CPQ application, including configuration, customization, and maintenance.
- Built and maintained price books, product bundles, discount schedules, and quote templates to support the sales process.
- Developed and implemented pricing rules and validation rules to ensure accurate quoting and pricing.
- Configured Einstein Activity Capture and integrated outlook and gmail with Salesforce.
- Followed scrum agile methodology for iterative development of application and participated in weekly sprints, daily stand up meetings and customer reporting backlogs.
- Experience in various stages of the software development life cycle (SDLC) including analysis, requirement gathering, development, deployment, and maintenance.
- Experience in creating business requirements documents (BRD) and status reports.