Use Cases

Managing and documenting Salesforce flows can be a time-consuming, manual process—especially in complex environments with numerous automation workflows. I solved this challenge by developing a custom Lightning Web Component (LWC) that scans all Salesforce flows in an organization, making them searchable, accessible, and easy to document with just a click.

This solution includes:

• A searchable, paginated list of all Salesforce flows within the system, allowing users to quickly find the automation they need.
• A "Generate Documentation" button next to each flow, streamlining the process of generating detailed documentation.
• A custom Apex integration with OpenAI’s ChatGPT, which automatically extracts the XML of a selected flow, sends it for AI-driven documentation generation, and stores the results back into Salesforce for future reference.

Key Benefits

• Eliminates Manual Effort – No more time-consuming, manual documentation of Salesforce flows. AI-generated documentation is available instantly.
• Enhances System Transparency – Teams gain better visibility into how automation works across the organization.
• Improves Compliance & Onboarding – Ensures process documentation is always up-to-date, making it easier for new team members to understand system workflows.
• Showcases Advanced AI Integrations – This project highlights how AI can be leveraged in Salesforce for more than just documentation. Future applications could include automated data extraction from PDFs, emails, or third-party systems to populate Salesforce fields in real time.

This solution not only streamlines internal documentation efforts but also demonstrates how Salesforce can be seamlessly integrated with AI models to drive efficiency and innovation. If you’re looking for custom automation, AI integrations, or advanced Salesforce solutions, I can help. Let’s build something powerful together.

For many businesses, Salesforce can be a powerful tool—but without proper cost management, it can also become an overpriced expense. A real estate and tax law firm was spending a staggering $500,000 per year on their Salesforce contract. After a strategic review of their cost structure, I was able to implement customized solutions that reduced their total Salesforce spend to just $100,000 per year—an 80% savings.

How We Achieved Massive Cost Savings

• License Optimization: I conducted an in-depth audit of user roles and activities, identifying employees who didn’t require full Salesforce licenses. By strategically downgrading certain users to lower-cost license types, we eliminated unnecessary licensing fees without sacrificing functionality.
• Community Portal Redesign: Instead of using Salesforce’s expensive Customer Community feature, I developed a custom WordPress portal to handle customer interactions. This solution provided the same functionality at a fraction of the cost, completely removing the need for costly community licenses.
• Implementation & Leadership: I didn’t just design the solution—I led the teams responsible for implementing these cost-saving changes, ensuring a smooth transition with zero disruption to business operations.

Key Benefits

• Saved $400,000 Annually – Immediate and ongoing cost reduction, freeing up budget for other business priorities.
• Optimized License Utilization – Ensured every user had the right level of access without paying for unnecessary features.
• Avoided Expensive Community Licensing – Replaced Salesforce’s costly Customer Community with a fully functional WordPress portal.
• Strategic Salesforce Cost Management – Provided a roadmap for continuously evaluating and optimizing Salesforce expenses.

Many companies overspend on Salesforce licenses and features they don’t need—but with the right expertise, significant savings are possible. If you're looking to cut Salesforce costs without losing functionality, I can help identify inefficiencies and implement smart, cost-effective solutions tailored to your business.

Seamlessly integrating external websites with Salesforce is a challenge that requires deep technical expertise. A real estate and tax law firm was relying on Salesforce Experience Cloud to host their 6,500-member paid portal, charging each member $35 per month for access. However, maintaining this community within Salesforce was drastically inflating their costs.

To solve this, I led a team of developers and consultants in migrating all 6,500 members to a custom WordPress membership portal, while maintaining full integration with Salesforce. This transition eliminated the need for expensive Salesforce Experience Cloud licenses while preserving all business-critical functionality.

How We Successfully Migrated & Integrated

• Seamless Member Migration: I oversaw the entire data migration process, ensuring every user’s profile, payment setup, and access level were successfully moved from Salesforce into the new WordPress system.
• Custom REST API Integration: I built the REST API connections between Salesforce and WordPress, allowing the new portal to:
  • Query live Salesforce data and display it within the WordPress site.
  • Write back changes made in the WordPress portal directly into Salesforce (e.g., updating profiles, submitting support cases).
• Cost Optimization: By moving away from Experience Cloud, we eliminated expensive Salesforce licensing fees while maintaining the same $35/month revenue model—leading to massive cost savings without losing functionality.
• Ongoing Integration & Management: I ensured that data between WordPress and Salesforce stayed in sync, maintaining a smooth user experience for all members.

Key Benefits

• Eliminated High Salesforce Licensing Costs – No longer required Experience Cloud for 6,500 members.
• Maintained Full Salesforce Integration – Ensured WordPress could still access and update Salesforce records in real-time.
• Improved User Experience – Members continued using a fully functional, cost-efficient platform without disruption.
• Demonstrated Advanced Website Integrations – Proved the power of REST API connections between external websites and Salesforce.

This project highlights my ability to lead large-scale website integrations with Salesforce while delivering significant cost savings. Whether you're looking to migrate from Experience Cloud, integrate an external system, or optimize your Salesforce architecture, I can help build a scalable, efficient solution tailored to your needs.

When businesses need to generate professional, data-rich documents from Salesforce, Conga is a powerful tool for automating PDF creation. I developed a custom Conga solution for a company that needed to compile detailed certification summaries for their workforce. These reports played a critical role in bidding for contracts, ensuring they could efficiently provide proof of employee training, credentials, and compliance.

The Challenge

The company maintained a large dataset of employee certifications, training hours, education history, medical records, and qualification levels inside Salesforce. However, manually assembling this information for each employee into a presentable document was time-consuming and inefficient. They needed a way to automate the process, generate professional PDFs instantly, and include an employee photo for verification.

The Solution

I built a custom Conga-powered PDF generation process that:

• Automatically retrieves all relevant employee data from Salesforce, including:
  • Certifications earned
  • Training levels completed
  • Hours required vs. hours completed
  • Schooling history
  • Medical history
  • Employee photo
• Compiles this data into a structured, professional-looking PDF that meets industry standards.
• Eliminates manual document assembly, allowing reports to be generated instantly with a button click.
• Enables bid submissions with accurate, up-to-date compliance records, helping the company secure more jobs.

Key Benefits

• Automates Complex PDF Generation – Eliminates manual effort and ensures accurate, consistent reports.
• Enhances Compliance & Job Bidding – Quickly proves workforce qualifications with professional documentation.
• Leverages Salesforce & Conga Integration – Demonstrates how Salesforce data can be dynamically transformed into useful, presentable reports.
• Saves Time & Reduces Errors – No more assembling documents by hand or risking outdated information.

This use case highlights my expertise in automating document generation within Salesforce, leveraging Conga to transform raw data into actionable, client-ready reports. If you need to streamline document creation, automate compliance tracking, or generate professional PDFs directly from Salesforce, I can help you build an efficient, scalable solution.

Managing employee time off manually can be inefficient and prone to errors. A client needed a fully automated PTO tracking system inside Salesforce to manage various types of leave, handle approvals, and dynamically calculate vacation accruals. I designed and built a comprehensive time-off management system that streamlined the entire process, ensuring accurate tracking and full automation.

The Solution

I developed a custom Salesforce data model that included:

• Time Off Policy Object – Defined accrual rules based on tenure, rollover allowances, and bonus days granted during onboarding.
• Time Off Balance Object – Tracked real-time PTO balances per employee, automatically updated with every request.
• Time Off Request Object – Allowed employees to request leave, triggering a manager approval process within Salesforce. Once approved, requests were added to a company-wide calendar and deducted from available balances.
• Holiday Object – Mapped company-recognized holidays, dynamically adjusting calculations if a PTO request overlapped with a holiday.

Advanced Automations

• Weekly PTO Accrual Calculations: Employees’ available PTO was automatically accrued based on their policy, factoring in length of service, rollover allowances, and special negotiated terms.
• End-of-Year Rollover Automation: Ensured that unused PTO was correctly carried over into the new year based on company policies.
• Approval Workflow: Managers received automated approval requests and could approve or deny PTO with a single click.
• Real-Time Balance Updates: Employees could view their updated PTO balance instantly after making requests.

Key Benefits

• Eliminated Manual Tracking – No more spreadsheets or HR bottlenecks. PTO tracking is fully automated.
• Improved Compliance & Accuracy – Ensured adherence to company policies, reducing errors and disputes.
• Streamlined Approvals – Automated manager approvals and calendar updates for seamless scheduling.
• Enhanced Employee Transparency – Employees and HR teams had real-time access to PTO balances and policies.

This project showcases my expertise in building custom Salesforce automation solutions that simplify complex HR processes. If your company needs an automated, reliable system for tracking employee time off inside Salesforce, I can help design a solution tailored to your needs.

For financial institutions, compliance and efficiency are critical—especially when handling loan applications and credit checks. A publicly traded bank needed a seamless, automated solution to obtain borrower consent before pulling credit scores from major credit bureaus. I built a custom DocuSign integration with Salesforce, ensuring a fully automated, legally compliant process with no manual intervention.

The Solution

I developed a Salesforce-integrated DocuSign workflow that:

• Automated Credit Consent Requests: Upon loan application submission, a DocuSign envelope was automatically generated and sent to the applicant for signature, allowing the bank to obtain consent before pulling credit.
• Integrated DocuSign with Salesforce Flows: I wrote a custom Apex action that enabled Salesforce Flows to trigger DocuSign document generation, eliminating the need for manual user actions.
• Built Follow-Up Automation: If an applicant did not sign the consent form within five days, an automated reminder email was sent, prompting them to complete the process.
• Ensured Compliance & Tracking: Every signed document was automatically recorded in Salesforce, ensuring the bank remained compliant with lending regulations and had a clear audit trail.

Key Benefits

• Fully Automated Loan Consent Process – No manual intervention required to send, track, or follow up on signatures.
• Improved Compliance & Documentation – Ensured proper record-keeping and adherence to lending laws.
• Increased Signature Completion Rates – Follow-up emails reduced delays, helping loans move through faster.
• Seamless DocuSign & Salesforce Integration – Enabled smooth communication between Salesforce and DocuSign using custom Apex actions.

This solution eliminated bottlenecks, ensuring loan applications could move forward without unnecessary delays. If your business relies on DocuSign for approvals, compliance, or document automation, I can build seamless Salesforce integrations that enhance efficiency and reduce manual work.

For businesses handling high-value real estate transactions, timing is everything when it comes to engaging prospects. A client had recently migrated to Salesforce and needed a seamless HubSpot integration to ensure their sales team could react in real time to prospect activity. I led the implementation of the HubSpot Connector for Salesforce and enhanced it with custom workflow automation, ensuring that marketing and sales efforts were perfectly aligned.

The Solution

Using the prebuilt HubSpot Connector, I established a bidirectional sync between HubSpot and Salesforce, then layered additional functionality to optimize lead tracking and sales follow-ups, including:

• Field Mapping & Data Integrity: Ensured that key fields (lead details, contact history, engagement data) were properly mapped, keeping records clean and organized across both systems.
• Custom Deduplication Logic: Prevented duplicate lead creation by matching incoming HubSpot contacts with existing Salesforce records, ensuring a single source of truth for the sales team.
• Real-Time Engagement Notifications: I built custom Salesforce notifications that triggered the moment a prospect opened a HubSpot email, flagging sales reps to take immediate action. This allowed them to:
  • Call prospects while they were actively engaged with marketing content.
  • Prioritize high-intent leads based on email interactions.
  • Streamline sales follow-ups, reducing response time and increasing conversion rates.

Key Benefits

• Improved Sales & Marketing Alignment – Ensured that marketing-qualified leads (MQLs) were immediately actionable for sales reps.
• Increased Lead Engagement – Gave sales teams real-time visibility into prospect activity, allowing them to strike while the iron was hot.
• Reduced Data Clutter – Prevented duplicate records, keeping Salesforce organized and accurate.
• Faster Sales Cycle – Helped reps connect with leads at the perfect time, leading to higher conversion rates.

This project highlights my ability to optimize out-of-the-box Salesforce integrations by layering smart automation and real-time engagement tools on top. If you're looking to enhance your Salesforce & HubSpot setup, streamline lead management, or improve sales response times, I can help build an efficient, results-driven system tailored to your business.

For real estate investors, understanding their corporate structure is essential for maximizing tax benefits and protecting assets from legal liability. A real estate and tax law firm I worked with specialized in creating these complex entity structures—often involving a C Corporation with multiple LLCs and sometimes a Qualified Retirement Plan (QRP) for tax-advantaged investing. To help their clients visualize these setups, the firm needed a dynamic, easy-to-update blueprint diagram that showed how cash flowed between entities in a clear, professional format.

The Challenge

The firm had been outsourcing development to a custom software shop in India, paying $180,000 per year for a proprietary solution that integrated with Salesforce but failed to meet quality and usability expectations. The system was difficult to maintain, not user-friendly, and lacked the flexibility the firm needed to easily update diagrams as client structures evolved.

The Solution

I led a full review of the existing solution, conducting a needs analysis across internal teams to identify pain points and key requirements. Instead of continuing with costly custom development, I recommended switching to Lucidchart, a U.S.-based, industry-leading diagramming tool that offered seamless Salesforce integration.

I then:

• Hired and managed a team of consultants to manually recreate all existing corporate structure diagrams inside Lucidchart, ensuring they were accurate, professional, and easy to update.
• Built a Lucidchart-Salesforce integration that enabled:
  • Diagrams to be embedded directly inside Salesforce, making them easily accessible to internal teams.
  • Clients to view their blueprint diagrams inside their secure website portal, providing them with ongoing visibility into their entity structure.
  • Company staff to update diagrams easily, without needing expensive developers or complex customizations.
• Eliminated $130,000+ in annual costs by replacing the underperforming custom development shop with an industry-standard tool, while significantly improving usability, flexibility, and scalability.

Key Benefits

• Massive Cost Savings – Reduced consultant expenses by $130,000+ per year while improving quality.
• Improved Visualization & Client Understanding – Allowed clients to visually grasp their corporate structure and cash flow instantly.
• Seamless Salesforce & Portal Integration – Ensured diagrams were available inside Salesforce and the client portal with real-time updates.
• Enhanced Internal Efficiency – Team members could update diagrams on their own, reducing reliance on developers.
• Focused on Core Business Strengths – Allowed the firm to concentrate on tax and legal expertise rather than software development.

This project showcases my ability to identify inefficiencies, cut costs, and implement superior solutions using off-the-shelf software instead of costly custom development. If your business is struggling with an underperforming system or high software costs, I can help you streamline your technology, save money, and improve functionality—all while keeping Salesforce at the center of your operations.

Incentivizing financial advisors with high-value rewards—such as luxury cruises and all-expenses-paid resort trips—is a proven way to drive business growth. A wealth management firm in Utah wanted to ensure their advisors could track their progress toward earning these rewards in real time. However, tracking incentive progress was challenging due to complex requirements, including Assets Under Management (AUM), lead source, client tenure, and other performance factors.

I designed and built a custom Salesforce solution that fully automated the tracking process, allowing advisors to see exactly where they stood each day in achieving their quarterly and annual targets.

The Solution

To simplify and automate incentive tracking, I built a custom “Advisor Trip” object that:

• Automatically calculates each advisor’s progress toward their incentive goals by analyzing key data points, including:
  • Total business won
  • Lead source attribution
  • AUM growth
  • Client tenure requirements
• Scheduled nightly automations update each advisor’s status, ensuring they start each day with the latest data.
• Built a custom “Recalculate” button, allowing advisors to refresh their progress on demand without waiting for the nightly update.
• Designed intuitive Salesforce reports and dashboards to visually display progress in a simple, elegant format, making it easy for advisors and leadership to track performance at a glance.

Key Benefits

• Real-Time Performance Insights – Advisors can track exactly how much new business they’ve won and how close they are to earning their trip.
• Automated Daily Updates – Eliminates the need for manual calculations, ensuring up-to-date progress tracking.
• On-Demand Recalculation – Advisors can refresh their numbers instantly with a click of a button.
• Improved Motivation & Goal Alignment – Makes it easier for advisors to see their path to success, keeping them engaged and focused.
• Streamlined Incentive Management – Leadership gains a clear, centralized view of advisor performance without needing manual tracking or spreadsheets.

This project showcases my ability to build custom Salesforce solutions that automate performance tracking and incentive programs, helping teams stay motivated and aligned with business goals. If you need real-time tracking, goal automation, or incentive program management inside Salesforce, I can help you create a seamless, data-driven solution that keeps your team performing at their best.

For real estate companies relying on high call volume to drive sales, efficient lead distribution is essential. One client had been manually tracking lead round robins in an outdated CRM and needed a fully automated, rules-based assignment system in Salesforce. However, standard lead assignment rules weren’t an option since the company preferred to run the round robin directly on the Opportunity object.

I designed and implemented a custom Round Robin framework in Salesforce that dynamically assigned thousands of opportunities to sales reps based on prebuilt criteria, weighted distributions, and priority levels.

The Solution

I built a custom “Round Robin” object that defined key assignment rules, including:

• Opportunity-Based Assignment Criteria – Factored in key deal details such as opportunity amount, location, and other attributes to determine qualification for a specific round robin.
• Round Robin Members (Child Object) – Stored qualified sales reps for each round robin, allowing the system to intelligently assign leads only to eligible team members.
• Weighted & Prioritized Distribution – Allowed for fine-tuned control over assignment, enabling:
  • Priority tiers (e.g., senior reps get more high-value deals).
  • Weighted distribution (e.g., if four reps were part of the round robin, the top two could get 40% of the opportunities each, while two junior reps received 10% each).
• Automated Assignment Logic – When a new opportunity was created, Salesforce:
  • Checked existing round robins to see if the opportunity met criteria.
  • Identified eligible members and calculated their current opportunity distribution.
  • Assigned the opportunity automatically to the appropriate team member, ensuring fair and strategic lead distribution.

Key Benefits

• Fully Automated Opportunity Assignment – Ensured leads were distributed in real-time with zero manual effort.
• Customizable Weighted Distribution – Allowed sales leadership to prioritize top performers while still ensuring fair distribution to junior reps.
• Scalable & Efficient – Assigned thousands of opportunities per month without errors or bottlenecks.
• Improved Speed & Sales Performance – Ensured high-quality leads reached the right reps instantly, increasing efficiency and response times.
• Eliminated Manual Tracking – Removed the need for spreadsheets or manual round robin management, reducing administrative overhead.

This project highlights my ability to design and implement intelligent automation inside Salesforce, solving complex lead distribution challenges while optimizing sales efficiency. If your company needs a custom lead assignment solution, I can build an automated system that ensures your highest-value leads get to the right reps at the right time.

Tracking financial planning progress for thousands of clients can be overwhelming—especially when each client requires a personalized checklist based on their age, net worth, and financial goals. A wealth management firm in Utah needed a scalable, automated system inside Salesforce to help advisors efficiently manage financial health checklists for over 5,000 clients.

I built a custom Lightning Web Component (LWC) and supporting data model that dynamically generated client-specific financial checklists, ensuring that advisors could track progress in real time with a simple, intuitive interface.

The Solution

To handle the complexity of up to 60 financial planning tasks per client, I designed a flexible, scalable system that included:

• Custom Data Model for Checklist Management
  • Planning Template Object – Stored predefined checklists based on different life stages and net worth levels.
  • Template Item (Child Object) – Defined individual checklist tasks (e.g., create a trust, establish an emergency fund, perform annual tax reviews).
  • Client-Specific Checklist Items – Dynamically generated customized checklists for each client based on their account details in Salesforce.
• Lightning Web Component (LWC) for Easy Advisor Interaction
  • Embedded directly on the Account record, displaying the correct checklist based on client criteria.
  • Allowed advisors to check off completed tasks in real time.
  • Automatically saved progress, even when the page was refreshed.
• Automated Next-Step Tracking
  • Each completed item triggered an update in Salesforce, highlighting the next recommended action for the advisor.
• Robust Reporting & Visualization
  • Advisors could run reports to track client progress across thousands of accounts.
  • Provided visual insights into client readiness, ensuring advisors stayed proactive.

Key Benefits

• Automated & Dynamic Checklists – No manual tracking; each client’s checklist is generated based on their specific financial profile.
• Streamlined Advisor Workflow – Advisors can quickly check progress, see the next action item, and stay on top of client needs.
• Scalable for 5,000+ Clients – Designed to handle large-scale financial planning operations efficiently.
• Seamless Reporting & Compliance – Ensured advisors and leadership had full visibility into client financial health.
• Enhanced Client Experience – Allowed advisors to provide a more personalized, proactive approach to wealth management.

This project highlights my ability to build intelligent, user-friendly Salesforce solutions that streamline complex workflows. If your business needs a customized, automated system for tracking client tasks and advisor actions, I can help design a solution that improves efficiency, visibility, and client engagement.