Insurance client
Partner & Customer Portals
Experience Cloud portals where partner managers, partners and agents manage policies, invoices and claims.
Professional · Salesforce
Salesforce Expertise
15+ years of Salesforce development, integration, data migration and delivery — across Sales, Service and Experience Cloud, industry clouds and commerce.
Certifications
Salesforce & StoreConnect Certified
Salesforce
Certified Administrator
Salesforce
Certified Platform Developer I
Salesforce
Certified Developer (DEV 401)
Salesforce
Certified Education Cloud Consultant
Aug 2023
Salesforce
Certified Nonprofit Cloud Consultant
Sep 2023
StoreConnect
StoreConnect Fundamentals
Jan 2025
StoreConnect
StoreConnect Administration
Jan 2025
StoreConnect
StoreConnect Theme Developer
Feb 2025
Expertise
Skills
Industries: Financial services · Insurance · Healthcare
Delivery & leadership
- Professional services
- Product engineering
- Team leadership & mentoring
- Requirement gathering
- Solution architecture
- Project planning
- Quality & defect management
- Stakeholder management
Salesforce development
- Apex
- Triggers
- Lightning Components
- Lightning App Builder
- Visualforce
- SOQL & SOSL
Integration & data
- REST & SOAP web services
- Jira integration
- Data migration
- Data Loader
- Informatica Cloud
- SQL Server
Platform & clouds
- Sales Cloud
- Service Cloud
- Experience Cloud
- Einstein Prediction Builder
- CPQ / Quote-to-Cash
- Education Cloud
- Nonprofit Cloud
- StoreConnect
- Security & sharing
- Reports & dashboards
Web & tools
- JavaScript
- AngularJS
- HTML & CSS
- Bootstrap
- Java
- Git, GitHub & Bitbucket
Selected Work
Projects
MyOutDesk
Placement Portal
An internal portal that matches assistant profiles to client requirements, with interview scheduling and available time slots, so clients can review their matches in one place.
IT consulting firm
Salesforce–Jira Sync
A reusable tool that keeps Salesforce and Jira data in sync for the firm's customers, configurable for each client organization.
Media company
Design Request Workflow
Internal and external users submit design requests; a review group assigns them to designers, then approves, rejects or reassigns the finished work.