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Articles tagged with #salesforce-integration
In an organization where new software must pass through security, budget, and platform governance, we needed a clear and auditable process. Requirements: Teams needed a way to request new software tools and ensure each request was reviewed by Securit...
For about a year, I provided ongoing, part-time Salesforce support for a professional coaching company. The company offered virtual and in-person workshops, resources, and group and 1-1 business development coaching. This was my first experience prov...
Another of my early experiences came from supporting a fully custom-built Help Desk solution within Salesforce. While I wasn’t involved in the original development, my role as an administrator gave me deep insight into how a robust, tailored support ...
Before stepping into my first official Salesforce Administrator role, I had the unique experience of contributing to a cross-platform project that connected Salesforce and NetSuite OpenAir for project management and services tracking. At the time, I ...
In a previous role, I had the opportunity to maintain and enhance a customer-facing sales chatbot that integrated multiple platforms - Google Dialogflow, Five9 VCC, and Salesforce CRM - to streamline lead capture and improve customer interactions. Th...
