LaToya Grier
Lilburn,GA
Summary
Seasoned Salesforce Administrator with 13 years of experience in enterprise Sales Cloud and Service Cloud environments. Specializes in flow automation, security review, data migration, and reporting. Expert in translating business requirements into effective configurations and resolving production issues, delivering scalable solutions for security reporting and user support across complex Salesforce orgs.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Sr. Salesforce Admin
Proviniti/Standard Process
Palmyra, WI
09.2023 - Current
- Administered and optimized salesforce in complex production environment by identifying technical debt, security gaps, inefficient processes, and automation opportunities, delivering scalable sales cloud improvements.
- Built, tested, troubleshot, and refined salesforce flows, including record-triggered, scheduled, and screen flows, to support account management, contact synchronization, activity tracking, campaign management, sales routing, notifications, and data quality.
- Improved salesforce security and governance by reviewing profiles, permission sets, role hierarchy, sharing rules, object permissions, field-level security, and elevated administrative access to support least-privilege access.
- Created complex record-access solutions with salesforce role hierarchy, public groups, permission sets, and criteria-based and owner-based sharing rules to meet visibility needs across sales teams, territories, business units, and leadership levels.
- Supported enterprise integrations between salesforce and IFS Cloud through investigation of legacy SOAP API connectivity and implementation of OAuth 2.0 client credentials with dedicated integration user and external client app.
- Enhanced salesforce reporting architecture using custom report types, dashboards, cross filters, custom relationships, calculated fields, and automation-supported datasets to provide leadership visibility into sales performance, customer activity, campaign participation, and operational KPIs.
- Partnered with sales operations, sales leadership, customer care, IT integration developers, and business stakeholders to convert requirements and production issues into scalable salesforce solutions and technical guidance.
- Supported large-scale salesforce data remediation and automation across datasets above 400k records by developing scalable backfill approaches and ongoing automation within governor limits and production performance needs.
- Assessed salesforce architecture and technical debt prior to enhancements, identifying redundant automation, access-control gaps, reporting limits, data-quality issues, and opportunities for simplification to support long-term maintenance.
- Managed salesforce solution design from requirements discovery through configuration, testing, deployment, production validation, troubleshooting, and post-release support.
- Converted complex business processes into scalable salesforce solutions, challenged requirements when needed, and recommended configuration, automation, security, or data-model changes based on platform capability and maintainability.
Sr. Salesforce Admin
QGenda, Inc.
Atlanta, GA
06.2022 - Current
- Supported 875+ Salesforce users across org as Senior Salesforce Administrator.
- Coordinated multiple projects, ensuring on-time delivery and adherence to quality standards.
- Implemented new Salesforce features and add-ons, then communicated updates to departments.
- Converted Process Builder and workflow rules into Flows.
- Configured case auto-response rules.
- Connected Service Cloud with Slack swarming for CSS collaboration and faster case resolution.
- Created custom objects, fields, approval processes, Flows, Process Builders, and validation rules.
- Supported data quality through loading, exporting, and related tasks using Data Loader, Developer Console, and Workbench.
- Developed and implemented surveys for Sales Ops to gather valuable feedback. for Sales Ops.
- Used Jira to manage daily ad hoc requests and backlog projects.
- Built solution for Sales to measure whitespace and greenspace across products sold.
- Worked in agile environment and provided daily status updates to VP of Staff.
- Supported QGenda, leading provider of automated scheduling software for healthcare providers serving practice groups, hospitals, academic medical centers, and enterprise health systems with SaaS-based on-call physician scheduling software.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Led cross-functional quote process improvement initiative, partnering with stakeholders to identify workflow gaps, gather business requirements, and implement process enhancements.
- Translated stakeholder needs into clear business requirements and process documentation, aligning business and technical teams.
- Managed project activities and stakeholder communication across multiple workstreams, tracking dependencies and deliverables to ensure timely completion of initiatives.
Sr. Salesforce Admin
Proviniti / Fiserv
Alpharetta, GA
11.2019 - 05.2022
- Supported the organization as Senior Salesforce Administrator for 48K users.
- Built, tested, and deployed custom fields, objects, workflows, record updates, user roles, and page layout changes to meet business needs.
- Developed SOQL queries for Data Loader and Workbench to efficiently manage data across Salesforce objects, facilitating accurate CSV imports and exports.
- Completed full data migration from start to finish and received client signoff.
- Prepared deployment documentation and moved Salesforce changes from admin sandbox to QA sandbox to production copy sandbox after review and approval.
- Created change packets to track production updates after lower-environment testing and approval.
- Built change sets and released new configurations into production without errors.
- Documented and completed field removals from production for items no longer needed with no impact to users.
- Documented business requirements for Sales Cloud projects and configured necessary updates to align Salesforce functionalities with user needs.
- Maintained data quality through data loading, data exporting, and related support tasks.
- Utilized DemandTools for data management tasks within Salesforce.
- Worked in an Agile environment and provided daily standup status updates.
Sr. Salesforce Admin/Developer
Capital one
Richmond, VA
02.2017 - 11.2019
- Facilitated Salesforce.com development and administration to enhance organizational processes.
- Created Visualforce pages, reports, dashboards, and Apex classes.
- Built, tested, and released custom fields, objects, forms, workflows, interfaces, records, and user roles to meet business needs.
- Configured users, roles, public groups, role hierarchies, sharing rules, and record-level permissions to manage access.
- Defined lookup and master-detail relationships and created junction objects to link related data.
- Set up Service Cloud Console to support the case management process.
- Contributed to Sales Cloud and Service Cloud initiatives to support business operations.
- Built dashboards to track usage, productivity, and performance for business centers and sales teams.
- Worked on Lightning Process Builder flows, Connect API, Chatter, and quick actions.
- Used Data Loader for insert, update, bulk import, and export of Salesforce.com objects and loaded data from CSV files.
- Built custom controllers and controller extensions to show data in Visualforce pages.
- Supported design, implementation, administration, and troubleshooting for Apttus CLM managed security profiles and provided technical support for users.
- Created Lightning components and server-side controllers to meet business needs and migrated standard and custom objects from Classic to Lightning Experience.
- Evaluated Salesforce CRM application for Capital One to ensure alignment with operational needs.
- Partnered with developers on batch Apex classes and scheduled jobs through Apex schedulable classes on an hourly basis.
- Worked with product categories, product attributes, and product visibility for Apttus CPQ package.
- Managed integration development environment (IDE) change sets for Salesforce deployments. and Ant script deployments and validated components before deployment.
- Created deployment documentation and moved Salesforce.com changes from the developer sandbox to the QA sandbox after a sanity check.
- Used SOQL and SOSL for data handling, prepared record sets, and helped avoid governor limits.
- Evaluated custom objects for alignment with application requirements., custom tabs, validation rules, page layouts, and compact layouts to fit application needs.
- Implemented Service Cloud for customer service, including email-to-case, case assignment rules, migration, and release support.
- Extracted data from Salesforce.com into external databases for large report generation using Informatica On Demand.
- Added multiple components to Lightning applications and deployed applications from sandbox to production.
Education
Bachelor of Science - Computer Information Systems
DeVry University
Decatur, GA06-2017
Skills
- Salesforce development
- Sales Cloud and Service Cloud expertise
- Salesforce flow automation
- Apex programming
- Salesforce reporting architecture
- Data migration strategies
- Record sharing mechanisms
- Requirements gathering techniques
- Release management oversight
- Report building skills
- Process improvement methodologies
- SQL database administration
- Analytical thinking skills
- Problem-solving strategies
- Stakeholder collaboration
Certification
- Salesforce Certified Platform Developer I
Salesforce Certified Administrator
Salesforce Certified Platform App Builder
Salesforce Certified Business Analysis
Timeline
Sr. Salesforce Admin
Proviniti/Standard Process
09.2023 - Current
Sr. Salesforce Admin
QGenda, Inc.
06.2022 - Current
Sr. Salesforce Admin
Proviniti / Fiserv
11.2019 - 05.2022
Sr. Salesforce Admin/Developer
Capital one
02.2017 - 11.2019
Bachelor of Science - Computer Information Systems
DeVry University