Salesforce administration and customization

Salesforce’s CRM is divided into modules: Sales, Service and Support, Partner Relationship Management, Marketing, Content, Ideas, Analytics and the Chatter collaboration platform. Every organization customizes it, through tabs such as Contacts, Reports and Accounts, each holding its own fields and records.

Administration

• Created user accounts and configured security at user and organization level in five countries: sharing settings, field accessibility, password policies, session settings, network access, certificates and keys, and single sign-on
• Created and maintained profiles and roles, and handled account unlocks and password resets
• Implemented custom objects, custom apps, layouts, tabs, validation rules, workflows, approval processes, assignment and sharing rules, and outbound and inbound messages
• Compiled, analyzed and reported key customer and marketing data, with department and management reports and custom dashboards
• Managed bulk imports and exports between Salesforce and the company’s Oracle database
• Supported the managing directors with custom-built functionality for their business processes and monthly reporting
• Migrated and cleaned data with Salesforce tools, including backups, data mining and data quality management with Data Loader

Customization

• Custom objects, record types, page layouts, fields, validation rules and filtered views
• Scheduled weekly and monthly data backups for each department
• Project plans, issue logs and status reports
• Training for staff and executives
• A new user interface for Salesforce
• Added fields, updated picklists and modified layouts

• Worked with third-party developers on custom controls to import data from the Oracle database through the Salesforce API
• Set up regional managers with the Salesforce mobile app
• Set up Outlook integration: syncing contacts, tasks and calendar events, linking emails to Salesforce records, creating cases from emails, and mapping custom fields