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Shannon L. Salesforce, Automation and CRM Platforms

My name is Shannon L. and I have over 0 years of experience in the tech industry. I specialize in the following technologies: Salesforce, Email Automation, Document Automation, Salesforce Service Cloud, Salesforce Sales Cloud, etc.. I hold a degree in Bachelor of Business Administration (BBA). Some of the notable projects I've worked on include: Salesforce Integration: Unified Customer Support, Custom Automation: Salesforce Flows, Salesforce Business Requirements - Discovery & Technology Assessment. I am based in New York, United States. I've successfully completed 3 projects while developing at Softaims.

My expertise lies in deeply understanding and optimizing solution performance. I have a proven ability to profile systems, analyze data access methods, and implement caching strategies that dramatically reduce latency and improve responsiveness under load. I turn slow systems into high-speed performers.

I focus on writing highly efficient, clean, and well-documented code that minimizes resource consumption without sacrificing functionality. This dedication to efficiency is how I contribute measurable value to Softaims' clients by reducing infrastructure costs and improving user satisfaction.

I approach every project with a critical eye for potential bottlenecks, proactively designing systems that are efficient from the ground up. I am committed to delivering software that sets the standard for speed and reliability.

Main technologies

  • Salesforce, Automation and CRM Platforms

    0 years

  • Salesforce

    1 Year

  • Email Automation

    1 Year

  • Document Automation

    1 Year

Additional skills

  • Salesforce
  • Email Automation
  • Document Automation
  • Salesforce Service Cloud
  • Salesforce Sales Cloud
  • Salesforce CRM
  • Salesforce Lightning
  • Security Management
  • Managed Services
  • Automation
  • Sales Enablement
  • Process Optimization
  • Report
  • Data Management
  • Automated Workflow

Direct hire

Potentially possible

Previous Company

Charles Schwab

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Experience Highlights

Salesforce Integration: Unified Customer Support

Integrated Help Scout customer support platform with Salesforce to provide sales a complete interaction history. Configured managed package and embedded conversation Visualforce on Lead, Account, and

Custom Automation: Salesforce Flows

Designed automation to reduce manual processes and ensure data consistency across teams. Screen Flows allow users to create multiple records from a single screen. Built Flows with HTTP callouts to int

Salesforce Business Requirements - Discovery & Technology Assessment

Wealth management firm serving 3,000+ advisors losing $2M in unused Salesforce licenses. Goals Technology Assessment: Current state analysis and roadmap Data Integration: Transform flat B2B2C model

Education

  • University of Miami

    Bachelor of Business Administration (BBA) in Mathematics and Business Technology

Languages

  • English (Native or Bilingual)