Projects
A sample of my Salesforce work focused on automation, reporting, security, user support, and continued development growth.
Salesforce Flow / Automation
Application Follow-Up Automation
Designed Flow-based automation to support follow-up communication and engagement tracking for application-related processes.
- Designed automation that reduced manual follow-up effort and improved application engagement tracking across multiple programs.
- Worked with record-triggered and scheduled Flows to support timely outreach and process consistency.
- Focused on practical automation design that improved visibility without overcomplicating the user experience.
Security / Access Management
Profile Reduction and Permission Set Optimization
Improved Salesforce security and access management by reducing reliance on profiles and transitioning access to Permission Sets and Permission Set Groups.
- Reduced profile complexity by moving user access and permissions into Permission Sets.
- Implemented Permission Set Groups to simplify access management and improve scalability.
- Helped transition from a profile-heavy model to a more scalable Permission Set–driven approach.
- Improved maintainability by separating user access from profile-based configurations.
Reporting / Dashboards
Pipeline and Deposit Reporting
Built Salesforce reports and dashboards to help teams track pipeline activity and deposits more clearly.
- Designed dashboards to track applications and deposits by program.
- Improved reporting visibility so teams could monitor activity more efficiently.
- Focused on making reports useful for day-to-day decision-making, not just data display.
User Support / Adoption
Event and User Process Support
Supported event-related processes and user adoption by improving guidance and reducing friction in Salesforce workflows.
- Supported event process improvements and user onboarding efforts.
- Improved system usability with in-app guidance and practical support documentation.
- Helped users work more effectively by simplifying process steps and reducing confusion.
Development Growth
Apex and Technical Skill Building
Continuing to build development skills to support more advanced Salesforce solutions.
- Developing Apex classes, SOQL skills, and test methods as part of ongoing training.
- Using GitHub and VS Code to strengthen hands-on technical workflow experience.
- Expanding from strong declarative solutions into more technical problem-solving.
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