Salesforce Administrator

Ryan Kawashima San Francisco Bay Area

*********@*****.*** 415-***-****

PROFILE

Salesforce Certified Administrator (Admin 201) and Platform App Builder with a passion for complex business process automation via Flows. 8 years experience as a Salesforce Administrator, with a focus on Sales, Service, Financial Services and Marketing Clouds.

CORE COMPETENCIES

-Salesforce Certified Administrator (Admin 201) and Platform App Builder

-Clouds: Financial Services Cloud, Service Cloud, Sales Cloud, Marketing Cloud

-Superbadges: App Customization Specialist, Security Specialist, Lightning Experience Reports & Dashboards Specialist and Process Automation Specialist Superbadges

-Passion for automating repetitive business processes via Flows automation

-Comprehensive understanding of Salesforce.com Security Model (OWDs, Profiles, Roles, Sharing Rules, Permission Sets) and data integrity

-8 years experience: Rollup and Declarative Lookup Rollup Summaries (DLRS), Custom Reports, Dashboards, Custom Objects, Custom Fields, Page Layouts, Approval Processes, Validation Rules, Data Loader, SOQL

-Box, DocuSign, FormAssembly, Einstein Activity Capture, Einstein Bot, Einstein Prediction Builder, Einstein Next Best Action, Agentforce Champion

PROFESSIONAL EXPERIENCE

Mercer Advisors 5/2023 – 10/2024 – Salesforce Administrator

-Eliminated potential for error and license expense overrun by writing Flow in Financial Services Cloud that deactivated terminated users.

-Increased Data Hygiene and reduced common support billing hour category by writing Flow that checked for duplicate Contacts and updated (instead of creating a new Contact).

-Eliminated disconnect between user profile and Advisor assignment object by writing Flow in Financial Services Cloud that reconciled user profile name and WMT Advisor records.

-Built new Financial Services Cloud org by writing flows, creating page layouts, Roles, and Profiles; adding fields, instituting sharing rules and validation rules.

-Created Validation Rules, Queues, Assignment Rules, Views, Public Groups, Sharing Settings, Permission Sets, Approval Process, Reports, Dashboards and Formula Fields.

-Simultaneously took ownership of the existing Tier 1 and 2 Helpdesk queues, providing technical support and training to Salesforce end users.

-Used DataLoader to upload, update and download (with SOQL) data.

-Clouds used: Financial Services Cloud, Sales Cloud, Service Cloud

Aperio BlackRock 10/2021 – 5/2023 – Salesforce Administrator

-Improved UX, automated time-consuming manual tasks and reduced probability of errors by implementing process automation via Flows.

-Wrote complex flow that delivered formatted, multi-column data table in a client facing email.

-Supported Legal Compliance and Client Ops teams. Evaluated and automate business processes via flows, anticipated requirements and looked for and suggested improvements.

-Created Validation Rules, Queues, Views, Public Groups, Sharing Settings, Permission Sets, Approval Process, Reports, Dashboards and Formula Fields.

-Clouds used: Sales Cloud

UnitedHealth Group 9/2020 – 9/2021 (through Apex Systems) – Salesforce Administrator

-Saved $4200/month in Salesforce license expense by writing Flow that deactivated users who hadn’t logged in in over two months.

-Built online application forms in FormAssembly integration and ensured seamless integration with associated Salesforce Leads and Opportunities.

-Improve usability and flow of Salesforce instance through addition of new fields with field dependencies, automations via Process Builder and Flows, declarative lookup rollup summaries, approval processes, formulas and validation rules.

-Cloud used: Sales Cloud

Mills Uniform Company, Sausalito, CA 10/2015-8/2020 – Salesforce Administrator

-Seamlessly on-boarded a 50% increase in account volume through implementation of multi-action, time dependent, sequential task Workflows and upgrading to Processes.

-Created Validation Rules, Assignment Rules, Views, Public Groups, Sharing Settings, Permission Sets, Approval Process, Reports, Dashboards and Formula Fields.

-Used DataLoader to update and download data.

-Clouds used: Sales Cloud

CERTIFICATIONS

-Salesforce Certified Administrator (Admin 201) and Platform App Builder

-Agentforce Champion

-App Customization Specialist, Security Specialist, Lightning Experience Reports & Dashboards Specialist and Process Automation Specialist Superbadges

EDUCATION

Cal Poly State University, San Luis Obispo, CA - B.S. in Business Administration

-Concentration in Marketing and International Business Management - Economics Minor.

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