Lindsey Schweigert

• Improved client satisfaction by providing customized Salesforce solutions tailored to their specific needs.
• Streamlined business processes for clients with efficient Salesforce configurations and customizations.
• Enhanced customer relationship management capabilities for clients through effective Salesforce implementation strategies.
• Delivered comprehensive training sessions to help end-users maximize the benefits of using Salesforce tools.
• Identified opportunities for process improvement, strategically implementing changes to optimize client success with Salesforce platforms.
• Collaborated with cross-functional teams on complex projects, ensuring timely delivery of high-quality solutions.
• Conducted thorough analysis of client requirements, translating them into actionable plans for successful Salesforce integration.
• Developed custom applications and integrations within the Salesforce platform, enhancing overall system functionality for clients.
• Resolved technical issues promptly and efficiently, minimizing downtime and ensuring seamless user experiences with the Salesforce platform.
• Managed multiple concurrent projects successfully while maintaining strict deadlines and high levels of client satisfaction.
• Performed regular audits of client systems, identifying areas for improvement and recommending appropriate measures to optimize performance within the Salesforce environment.
• Stayed up-to-date on industry trends and best practices in order to provide relevant guidance and support to clients utilizing the Salesforce platform.
• Built strong relationships with key stakeholders at all levels within client organizations, facilitating open communication channels throughout project engagements.
• Implemented robust security measures to safeguard clients sensitive data within the Salesforce platform, ensuring compliance with relevant regulations & industry standards. Including GDPR for Pardot Email Campaigns.

On the Salesforce team, I primarily specialized in the following areas:

• ZoomInfo integration: served as administrator, managed the integration and Admin interface.
• Lead mapping and core functionality implementation for Corporate Marketing including auto association settings adjustments, customizable Campaign Influence refactoring in order to gain a more accurate campaign ROI, and subsequently new custom report types.
• Handled the Duplicate Check for Salesforce integration partner and relationship including performing an upgrade when we exceeded our limit on lead records.
• Provided resolution to various much needed quote template enhancements from the backlog.
• Implemented the Quote Term CPQ object upgrade for dynamic conditional use & due to ability to handle more advanced conditions which will be needed as we scale.
• Redesign of the campaign model and auto association rules in order to reflect ROI percentage for the primary campaign source.

• Implemented Global integration with the Qualtrics survey tool from scratch and without utilizing the pre-configured AppExchange package. Created workflow rule automation to trigger the creation of auto email generation (upon case closure if certain criteria defined by the Customer Support team is met) with a link to the survey as an invitation for the customer to provide immediate feedback once their case is resolved. Then mapped all of the Survey Responses back into the Salesforce Org and within its own Lightning App container for ease of use purposes. Also created a new custom report type to incorporate the new object for housing responses with the Case object including filtering ability by Case Owner as the customer support team requested. Created a weekly Subscription to this Report for all support members that included all of the mapped response fields & the related Case fields so that users could see the results each Friday in a single report and thus quickly address any negative reactions but also pat themselves on the back for the positive ones and gey recognition.
• Responsible for completing assigned Configuration tickets for respective projects and assigned to the general support & maintenance project team as well so attended daily stand up meetings & hence responsible for meeting Sprint deadlines & providing continuous updates on the status of all the tickets assigned to me.
• Proactively identified & resolved errors in Production since I was the only person on our Commercial Engineering team that was allowed to do so and make changes in Production as we had to comply with Audit regulations that mandated only the Release Admin (which was one of my roles in addition to Administrator) could do so.
• Utilized Jira ticketing system to categorize, prioritize, point, update status, and assign out for final QE testing validation as we utilized Agile Methodology to effectively handle the life cycle of our project & bug tickets .
• Developed & wrote myself the first Salesforce DIsaster Recovery Plan for the Commercial Engineering team which I also took on the additional role of Business Analyst on top of System Admin on the project since our two existing BA's on our team did not have capacity. Received high accolades for this technical writing feat and hence the plan was published on the internal Bayer Confluence site and shared with not only Climate Corp. but also all of the Global Bayer organization.
• Release Admin duties including Audit Setup Log reporting, Changeset deployment from full development sandbox to production during monthly release , and i Implementation of methods to continuously improve the process through various methods including for example post deploy sub tasks assigned to the Release Admin by the Developers to ensure any and all of their config changes make it into the outbound changeset (and subsequently on the flip side that all post deploy steps are completed in production after the changeset deployment (like for example the activation of any process builders or flows that came over or the Profile assignments for a new Page Layout or custom fields that came over, just to name a few important config steps for the Admin), and finally more effective coordination with the Release Manager handling the code aspect of the deployment. Was able to vastly improve release day metrics and almost completely eliminate the release getting pushed out beyond the scheduled timeframe. The main solution that provided a huge reduction in changeset validation errors and streamlined the post deployment regression testing process (by cutting the time it took for the QE testers to complete their regressions in half) was the all day online (11AM-7PM PST) "War Room" meeting that I instigated thru Microsoft Teams during the day of each Release. This allowed for the test engineers to very quickly bring up any production regression issues in real-time with the only resource who could resolve them immediately (because only the SFDC Release Admin is authorized to make these type of Production changes) as otherwise Bug tickets would have to be created to address them in the near future and/or they would have to try and track down the team member whose deployment ticket item had failed instead of having a single contact within in an online Teams meeting at their disposal to assist with troubleshooting these issues more dynamically. Utilizing the Setup Audit Log report to debug their issues, I was able to quickly ascertain which team member made the change that is failing now that it has been deployed to Production as this log captures ALL changes made in the full development sandbox...allowing quick troubleshooting and resolution on the day of the release instead of us not being able to complete final bug resolution until days after.
• Case Management improvement s including the consolidation of various workflow rules into a single process builder, auto response emails upon case creation that provide case number to the customer, and enhancements to the escalation process.
• Development of Visualforce email templates in multiple languages including French, German, Ukraine, etc. in order to support EMEA operations with their new operating model and payment options.
• Field Service Lightning configuration transition from a contractor development sandbox over to fulldev sandbox at Climate. Re-created manually by getting our courtesy testing licenses re-instated by Salesforce, installing the subsequent managed package, and then completing the guided setup. Added additional sample/test data in order to further customize and explore its functionality. Revised the Lightning Apps with the navigational items from the developer sandbox and customized permissions sets.
• Created team Sharepoint sites for Salesforce training and Disaster Recovery and Release Admin Audit Logs during the transition from Google sites to Teams.

Primarily my job duties included (but not limited to:

• Developed & deployed into Production advanced CPQ functionality including automatic renewals, contracting, billing, and Advanced Approvals.
• Inbox email application pane development & Outlook Integration .
• Implemented Einstein Analytics for the lead object & configured Einstein Standard Activity Capture for those users who did not want to utilize the Outlook integration option as this method automatically updates related salesforce records with their respective Activities including emails, tasks, calls, events, etc. without very little email configuration setup on their part and if they prefer to utilize the Salesforce inference for sending/receiving email instead of directly in Outlook or Gmail which requires the install, connection, and configuration of a custom email pane.
• Implementation and consistent updates to our advanced lead scoring methodologies with multiple record types.
• Lightning Page layout Customization & Design Overhaul that facilitates a consistent layout for each unique business unit with the goal of optimizing & streamlining the user experience with the ease of use that comes with consistency of page layout sections, personalization, and navigation.
• Lightning Web Component (LWC) implementation & promotion to Lightning Page Layouts via utilization of this newer development model that requires less code and is more intuitive and thus in-line with the declaratory framework that is at the core of Salesforce's mantra to reduce technical debt with less coding. Proficient in this Package Developing Model which is based on modular-based development with the help of Salesforce DX tooling with the enhanced benefit of it facilitating more of a team approach. This model allows for more of a Org focused development model as well which incorporates changes with the utilization of Salesforce DX tools and stored in Version Control Systems (VCS ) instead of Changsets. Similar to changsets, the release artifact is a set of metadata changes that need to be deployed to the Production environment. Other tools that are integral for this new dev process to work (that I am experienced in implementing) include Salesforce CLI, Salesforce DX Projects, VS Code with the Salesforce Extension Pack, Git, GitHub, etc.
• Developed and deployed new lead generation process for the inside sales team within Salesforce.com (including building them their own App in the Launcher) that included the most recent cutting-edge solution of High Velocity Sales & Lightning Dialer.
• Successfully implemented MyDomain & finalized full conversion to Lightning without inhibiting the user experience.
• Trained internal stakeholders on best practices for Salesforce.com utilization including providing a WordPress training site for accessing user documentation & training videos.
• Deployment of the new Salesforce Mobile App including optimizing existing lightning page layouts to fit the new mobile form factor and hence creating multiple lightning page versions for each object page so depending on the device being utilized, users will have the optimal user-friendly experience that is available per the device they are using.
• Completed a full 40-page GAP analysis of the existing Pardot implementation and its integration/connection with Salesforce in order to make improvements including full deployment of the scoring and grading mechanisms which were never setup correctly or even at all when it came to the Grading component. Since these functions are the foundation of determining the target audience in order for respective Pardot mass email marketing campaigns, contact form submissions, and other marking initiatives to be optimal for the audience. Also UPGRADED the existing Pardot App from Classic version to Lightning. Added back the integration connector as well with a bi-directional relationship (this had been shut off since it was never configured correctly so was causing data integrity issues) so that Salesforce Pardot App and the actual Pardot interface communicate with one another again.
• Set up Einstein Analytics f or lead & opportunity scoring by utilizing Agile Development Methodology for this project (along with others) to deploy from the full replication Sandbox environment to LIVE production with Salesforce's' inherent changeset functionality.

Although I was hired as the Senior Deal Closer (sales role), I recognized an urgent need to revamp the company's CRM system since I had past expertise that inflicted a working technical knowledge of Salesforce since I had to give in depth product demos of it when I worked for their partner, Xactly in San Jose. Thus, I formulated a project plan for a full migration from the existing Zoho CRM platform to Salesforce.com. The project was successfully completed utilizing tools such as Jitterbit because of its advanced pre-built Salesforce integration tools & effective data migration capabilities. I then became the the official Administrator of our Salesforce Org. Trained all users on how to utilize the new system via online training classes and the publication of best practices.

Continued to provide ongoing support throughout my tenure including

daily maintenance and development of new enhancements including:

• Validation rules on various objects including Accounts & Opportunities so as to prevent data integrity issues. This required users to input critical data such as ABA membership status which was a required validation for a prospective client to receive the associated discount.
• RingCentral Integration (by way of their AppExchange) in order to assist inside sales reps with higher productivity when they are calling existing and prospective clients with auto call logging and the ability to make more calls in less time.
• GoToMeeting Integration in order to assist the Sales Team with online meeting documentation including an accurate record of all who attended, duration of the product demo, sales activity metrics for reporting, and ease of use by means of Custom Actions within the Page Layouts so sales reps could launch online meetings directly while working in the related Opportunity object.
• Automated mass email alerts for closed deals that went to Executives, the Customer Success Team, and Finance for real time visibility into key deal metrics.

• Took over a mis-managed territory as the previous two account managers were released for damaging relationships with key decision makers and channel partners at Scott AFB.
• Also, my peers on the sales team were struggling with the CRM system (which coincidently happened to be Salesforce.com) and were in dire need of real-world user training.
• Since I had expertise in this area, I propositioned upper management for permission to conduct several online video conferencing training sessions for my team (in addition to my regular job duties).
• My sessions were so impactful and successful that I was asked to continue them for new users in the future.
• Thus, the Human Resources department officially started to incorporate my training into the new hire onboarding process for sales users.
• From a Sales perspective, I handled all Air Force accounts nationwide and was strategically allowed to work remotely from St.
• Louis due to Scott AFB being my biggest client and also due to their reputation of being the largest buyer of IT solutions from private vendors in all of the Air Force.
• I held a variety of certifications with key partners such as VMware, Oracle, Symantec, and Cisco.
• However, my background and primary area of expertise was in data encryption for mobile devices.
• Uniquely added value by providing customers and prospects with consulting services on how to meet the DISA STIG requirements for DAR at no cost.
• My goal with every customer at USAF was to keep them informed on emerging best-in- class technologies that could potentially cut costs/streamline processes and assist with their achievement of mission critical objectives.
• Other job responsibilities included:.
• Rebuilding trust and establishing relationships with key accounts and partners in order to close a substantial amount of business.
• Ensuring that we were able to secure & maintain our award on the NETCENTS II contract vehicle in order to continue being listed on the approved Netcentric products list for contracting officers using Afway (over 2 billion in total value).
• Sold large partner vendor solutions including over $200,000 of Oracle Storage hardware (Solaris), endpoint encryption software & hardware to meet DISA STIG requirements, and professional services to Scott Air Force Base.

Primarily my administration job duties included:

• Consistent management of critical DoD accounts with regards to the verification process in Salesforce.com and assisting the sales operations manager with ongoing support.
• The accurate association of the correct Armed Forces branch (there are five branches that fit under this umbrella including Army, Air Force, Navy, Marines, and Coast Guard) was of the utmost importance due to the BPA and GSA contracts we had been awarded to do business with the Department of Defense.
• These contracts made us subject to random government audits & checks to verify that we were not violating any aspect of the vendor agreement.
• In addition, it was critically important to ensure that the sales team was extending the correct negotiated pricing to the corresponding Armed Forces branch as each had vastly different levels of pricing available.
• The consequences for providing incorrect pricing to any government branch regardless of whether there was malicious intent or not, can be detrimental and result in the loss or suspension of the contract.
• Considering the fact that companies are unable to sell products into the public sector without a contract award, the repercussions of this loss would have a significant impact on revenue generation by the company… not to mention the possibility of being hit with a heavy punitive fine.
• For smaller companies that provide niche government approved solutions, this could put them out of business.
• Notable sales achievements included (but not limited to) the following:.
• Exceeded a multi-million-dollar quarterly quota & achieved projected on target earnings each month.
• Utilized my expertise with Salesforce.com to track down old cold leads and contacts for prospecting which led to closing a significantly large opportunity that brought just over $700,000 in revenue to the company over the course of a year.
• Read the testimonial from my manager at the time by CLICKING HERE.

Brought on notable new clients including (but not limited to):.

• Army: USARPAC, USACE (Army Corp of Engineers),and Army Human Resource Command (at Fort Knox).
• Navy: Office of Naval Intelligence, Navy Recruiting Command, SPAWAR, and Navy Research Lab (NRL).
• Air Force: Scott AFB, Wright Patterson AFB, Tinker AFB, Hill AFB, and various National Guard installation including the Missouri National Guard.