Erin Rico Allen

 (Sales Stakeholder) - Salesforce Technical Debt Clean-up: Reviewed existing active workflow rules and process builders on the Quote Line and Opportunity objects. Converted multiple automations into three total complex flows. One Before Save triggering flow for Quote Line objects and two flows (Before Save and After Save triggering) for Opportunity objects. (Customer Service Stakeholder) – Updates to Case Management: Reviewed and updated Email to Case feature. Assisted with temporary disablement workaround for this feature as Company transitioned to a different platform. Created validation rules to help alleviate records being created, orphaned, or closed with missing data. Updated Case flows that were hitting errors. Ran all necessary tests to confirm expected behavior. Had main administrator review and approve changes just in case there were any outlier scenarios missed. (All Stakeholders) – Updated progress for assigned work daily: All assigned Jira tickets/Asana tasks were updated: status, hours worked, brief breakdown of changes made. The status updates provided transparency to both the requester and my team’s management. These frequent check ins would be extremely helpful when it came time for management to review current workloads and open availability for items in upcoming sprints. (Systems Ops) Assisted with troubleshooting report/dashboard issues: Created/updated/troubleshooted reports and dashboards. Highly prioritized cases involving management reports, particularly ones dealing with revenue, to ensure accurate data population and transparency. (Sales/System Ops Stakeholders) – Coverage for PTO: Handled all Salesforce-related requests while main administrator went on vacation. Provided dedicated, quick turnaround coverage to ensure minimal impact for business. Some of the requests I resolved included: identifying root causes and solutions for all issues and correcting any impacted records to preserve data integrity.  (All Stakeholders) – Creation of comprehensive documentation: Provided UAT scripts with step-by-step test scenarios for all possible outcomes. Technical documentation was created for all new or updated architecture. Also created multiple Google sheets/documents with detailed analysis of the following Salesforce items: users’ details, role hierarchy updates, sharing rules, profile permissions, data storage, fields with history tracking, API connected applications, and Service Cloud solutions. All Companies I have worked with have been impressed with the documentation provided due to the organized, detail-oriented and easy-to-follow structure. (All Stakeholders) - Built multiple branches in change management system, Flosum: Once project builds had been completed and approved by key stakeholders, all related items in the sandbox would be added to a Flosum branch to be moved to production. The Company’s Salesforce Administrator would proceed with the final deployment. (Finance Stakeholders) – Salesforce Billing/CPQ Support: Provided extensive support for all stages in the Sales pipeline. Identified and re-scheduled nightly batches involved with invoicing and collections. Troubleshooted Quotes, Orders, and Contracts that were not processed correctly. Created or reviewed items such as Product SKUs, Tax/Product/Approval rules and usage summaries. (All Stakeholders) – Managed Salesforce updates during Company’s acquisition: Created Roles and Profiles for new Company. Performed mass updates and reassignments to impacted Users’ records. Restructured Salesforce’s Organization Wide Sharing Defaults to lockdown all record visibility based on Company Entity entered. Provided a Google sheet which tracked all the users updated to new roles and profiles but also listed previous roles and profiles in case any updates needed to be rolled back due to unforeseen circumstances. (Marketing Stakeholders) – Built out Marketing Funnel Stages process: Designed and developed a Lead Before Save flow that worked in parallel with the Company’s Hubspot automation sync. Ensured flow was built efficiently and effective; kept DML and SQL Query transactions to a bare minimum by using Decision and Assignment nodes. Confirmed the Start Entry criteria entered was clear and concise. Participated in the beginning development and design stages for the Contact object’s Marketing Funnel Stages process. (All Stakeholders) – Performed both Business Analyst and Senior Salesforce Administrator Roles: Was involved with many projects from the beginning stages all the way to go live and hyper care. I was the point of contact when it came to scheduling all necessary meetings for requirements gathering, documented all possible scenarios/outcomes desired and reached out to key players for feedback and final design approvals. I designated any programmatic creation/updates to a developer while I constructed all declarative items. Upon build completion, I drafted all documentation (technical, UAT Scripts, etc). Once everything passed testing and was approved, I handled all change management from sandbox to production. The process was activated, and hyper care was provided for any possible problems. (Sales Stakeholders) – Assistance with Enterprise Territory Management data model: Worked with Account Management lead to build out complex territory assignments. Created a Salesforce flow to update specific custom fields so that other synced third-party record assignment plugins, such as Traction Complete, would abide by the same territory rules when assigning ownership. Applications I recently engaged with on these projects: Impartner Skilljar Litmos Certinia Traction Complete Flosum Hubspot Asana