Full-Cycle Salesforce Services For Financial Services Company

Tools Used

Process Builder, Visual Flow, Data Loader, Workbench, Apex & Visualforce


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


  • 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


  • 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


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

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