Full-Cycle Salesforce Services For Financial Services Company

Implementation

• A service console app and maintaining access of call center agents to console app

Migration

• Coordinated with Salesforce support team, performed pre-org migration and post-org migration activities to migrate Salesforce org from North America to Australia data center
• Sales cloud users into Lightning platform

Development

• Advanced reports & dashboards as per the customer business needs
• Automated owner assignments for Lead, Account and Contact objects based on respective state and country
• Worked with third party for CTI integration in service cloud and changed historical phone numbers into new international phone format

Support

• Took over the production support and maintenance with minimal level of Knowledge Transfer from the customer
• Maintaining sandboxes, weekly data backups