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Salesforce Consultant

$15/hr Starting at $25

Salesforce Administrator / Consultant Certifications include: Administrator Tasks - Unlocking user accounts or resetting passwords due to user forgetfulness. - Dealing with SSO, two-factor authentication, and certificate problems. - Adding new white-listed IP addresses. - Helping users develop or fine-tune reports so they yield meaningful metrics Troubleshooting email campaigns, workflows, approval cycles, or auto-responders that - generate excessive bounced mails - Expanding or refining sharing rules and access privileges so records can be properly viewed and manipulated (while keeping the “special records” locked or hidden altogether). - Fixing data records that have somehow been set with record types or ownerships that make them inaccessible to users. - Run and store the weekly snapshot (data export) of the system data and attachments, including all history tables. Keep the snapshots for at least 90 days (and preferably, for years). -Run data deduplication tools such as Ring Lead or DemandTools. (These are dangerous if not used correctly, though, and their Uls are clunky at best. - Run adoption dashboards. - Run data-quality dashboards. - Examine time-based workflow and scheduled APEX queues to make sure there are no unexpected entries. - Look at the login history table to spot any user lockouts, excessive login errors, and unexpected IP addresses. - Deactivate users—either due to their departing from the company or transferring to a new job that does not require SFDC access. Reassign roles and profiles as needed to reflect organization changes or users’ new duties. - Transfer record ownership due to changes in jobresponsibility or territory coverage. - Modify roles or record-sharing rules to reflect any organizational changes or internal business rules. - Import leads and contacts. - Update price lists as necessary, particularly if your company does a lot of promotions and limited-time offers. less

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$15/hr Ongoing

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Salesforce Administrator / Consultant Certifications include: Administrator Tasks - Unlocking user accounts or resetting passwords due to user forgetfulness. - Dealing with SSO, two-factor authentication, and certificate problems. - Adding new white-listed IP addresses. - Helping users develop or fine-tune reports so they yield meaningful metrics Troubleshooting email campaigns, workflows, approval cycles, or auto-responders that - generate excessive bounced mails - Expanding or refining sharing rules and access privileges so records can be properly viewed and manipulated (while keeping the “special records” locked or hidden altogether). - Fixing data records that have somehow been set with record types or ownerships that make them inaccessible to users. - Run and store the weekly snapshot (data export) of the system data and attachments, including all history tables. Keep the snapshots for at least 90 days (and preferably, for years). -Run data deduplication tools such as Ring Lead or DemandTools. (These are dangerous if not used correctly, though, and their Uls are clunky at best. - Run adoption dashboards. - Run data-quality dashboards. - Examine time-based workflow and scheduled APEX queues to make sure there are no unexpected entries. - Look at the login history table to spot any user lockouts, excessive login errors, and unexpected IP addresses. - Deactivate users—either due to their departing from the company or transferring to a new job that does not require SFDC access. Reassign roles and profiles as needed to reflect organization changes or users’ new duties. - Transfer record ownership due to changes in jobresponsibility or territory coverage. - Modify roles or record-sharing rules to reflect any organizational changes or internal business rules. - Import leads and contacts. - Update price lists as necessary, particularly if your company does a lot of promotions and limited-time offers. less

Skills & Expertise

ConsultantSalesforce

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