Andrew auld

Salesforce Certified Professional
Business operations leader

About

I am an accomplished business professional with expertise in business operations, team leadership, and passion for SalesforceI am a Salesforce Certified Administrator who has hands-on experience with the Salesforce Platform. During my personal business ownership, I was a Salesforce front end user and did administrative configurations to improve our teams communication and sales efficiency. Recently I have taken on independent consulting with businesses to improve their Salesforce experienceHighlights from my other Salesforce experience include consulting to deploy customers organization, establish workflows, custom reports, email marketing and utilizing AppExchange installationsMy business experience shows proven results in achieving KPI's, needs analysis, developing cross-organization buy-in, and timely reporting.Business planning, financial analysis, focus on key metrics, and cost-effective operations are highly developed skills.Leading organizational change using effective communication, empathy, and 'strengths first team building' are skills that have been refined to stimulate user adoption and team collaboration, delivering successful projects for customersContact me with questions about your Salesforce experience
email: [email protected]

Experience

Salesforce Professional Development

Salesforce Credentials

  • Salesforce Certified Administrator (Credential ID 3328646)

  • Salesforce Platform App Builder (Target October 2023)

  • Trailhead Mountaineer

TalentStacker Salesforce Career Development Program

  • Participates in study programs for certification and general professional development subjects.

  • Joins in live workshops surrounding key Salesforce topics such as business requirement gathering, solutioning and best practices.

  • Implementing mock Salesforce org including solution documentation, security settings, user and object management, user interface updates, and sales and service customizations.

Professional Experience

OTIS Elevator Company-General Manager

Silver Cross Home Healthcare-Business Owner

Education & Certification

Bachelors Kinesiology, McMaster University

Enrolled in Certified ScrumMaster course Fall 2023
Enrolled in Six Sigma Green Belt Certification Fall 2023

Projects

As Team Leader for the Talent Stacker Experience project
I built out many org specifics including training videos for:
-Custom Lead Conversion
-Project Management process
-Tracking Payments
-User Custom home page

Case Study: The client would like to automate sending an email if a member is certified over 21 days and not assigned to an Experience Project
Solution: Create a Schedule Triggered Flow to check the conditions and send an email

Case Study: The client wants a way for their project managers to start projects and assign people to those projects
Solution: Create 2 custom objects, one a junction with many-to-many relationships

Hold spot