2.13 - Salesforce
a. Custom Objects
I have deep experience designing and maintaining Custom Objects and Fields in Salesforce to accurately reflect and support unique business processes. I focus on creating scalable, user-friendly data models that are robust, easy to maintain, and reporting-ready.
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i. Custom Object Design
I build Custom Objects to represent business-specific entities not covered by standard Salesforce functionality. I ensure these objects are designed with future scalability in mind, using clear naming conventions, appropriate record types, and logical relationships to integrate seamlessly with standard data.
ii. Field Creation & Data Modelling
I design and configure custom fields with precision, selecting field types that best serve the intended purpose: structured inputs, calculated logic or automation triggers. I prioritise usability, keeping the interface clean and intuitive while ensuring all critical data is captured reliably.
iii. Relationship Management
I implement lookup and master-detail relationships to define how custom objects relate to one another or to standard Salesforce objects. I understand how to structure relationships to support reporting, automation, and data hierarchy while avoiding circular dependencies or unnecessary complexity.
iv. Validation Rules
I use validation rules extensively to enforce business logic and maintain data quality. This includes preventing incomplete or inconsistent data entry, enforcing conditional logic between fields, and guiding users with clear, actionable error messages. My rules are written to be both effective and user-friendly, balancing strict data requirements with a smooth user experience.
v. Field-Level Security & Permissions
I manage field-level access through profiles and permission sets to ensure users only see and edit what they need. I align field visibility with roles and responsibilities, which enhances security while minimising confusion for end users.
vi. Clean Data Practices
Maintaining data integrity is a top priority. I implement best practices like standardised picklists, required fields, default values, and consistent naming conventions to reduce human error and improve the overall quality and reliability of the data.
b. Dashboards
I design Salesforce dashboards that are not only visually effective but strategically aligned with the goals of sales, service, marketing, and leadership teams. My dashboards turn raw data into intuitive, actionable insights, supporting better decision-making across the organisation.
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i. Dynamic Dashboards
I create Dynamic Dashboards that adjust based on the logged-in user, enabling role-based visibility without duplicating components. This approach improves security, reduces clutter, and empowers teams with personalised insights without compromising data integrity.
ii. Dashboard Components & Visual Design
I use the full range of dashboard components—charts, tables, gauges, metrics, and visual indicators—to present data in the most impactful way possible. My focus is on readability and alignment with key performance indicators, making complex data easy to understand at a glance.
iii. KPI & Goal Tracking
I specialise in building dashboards that track performance against targets, quotas, or service-level agreements. I use combination charts, conditional highlighting, and trend indicators to help teams monitor progress and respond proactively.
iv. Cross-Team Reporting
I design dashboards that consolidate data from multiple departments, providing a holistic view across different teams. This includes using joined report sources or aligned report structures to bring different datasets together meaningfully.
v. Dashboard Scheduling & Automation
I configure dashboards for scheduled email delivery to key stakeholders on a daily, weekly, or monthly cadence. This ensures leadership and team members receive timely updates without needing to log in or manually check metrics.
I optimise dashboards for speed and responsiveness, which includes minimising the use of overly complex report sources, reducing the number of components when needed, and organising data logically to improve usability and reduce load times.
c. Data Management
I place a strong emphasis on maintaining clean, accurate, and reliable data within Salesforce. My approach combines preventative strategies, robust import/export practices, and ongoing data governance to ensure that data serves as a trusted foundation for reporting, automation, and decision-making.
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i. Data Import & Export
I use tools like the Data Import Wizard and Data Loader to handle bulk data operations confidently and accurately. Whether importing thousands of records or exporting data for analysis and migration, I ensure mappings are precise and test loads are run in sandbox environments when needed.
ii. Data Validation & Cleansing
I proactively identify and resolve data quality issues such as duplicates, inconsistencies, and incomplete records. I use validation rules, standardised picklists, and required fields to prevent errors at the point of entry, and leverage reports or third-party tools to audit and clean existing data.
iii. Duplicate Management
I configure Salesforce Duplicate Rules and Matching Rules to prevent redundant records without interrupting valid business processes. I understand how to balance strict duplication control with operational flexibility, especially in high-volume lead and contact environments.
iv. Data Security & Integrity
I maintain strict control over data visibility through field-level security, record-level access (OWD, sharing rules), and user permissions. I ensure that data integrity is protected not just by access settings, but also by process logic and field constraints.
v. Mass Update Strategies
For large-scale updates, I use Data Loader, Excel-based tools (e.g., VLOOKUP, CONCAT), and change sets to make efficient and safe modifications. I always validate updates in a sandbox first when there is any risk of impact and ensure appropriate back-ups are taken when needed.
vi. Archiving & Retention
I support long-term system performance and compliance by implementing data retention strategies, including the use of custom flags, archive record types, and scheduled exports. I also advise on when and how to remove or archive data without disrupting active business processes.
vii. Data Governance & Standards
I contribute to the development of data governance policies, including naming conventions, field usage guidelines, and data ownership rules. I also work with stakeholders to promote consistency and accountability in how data is created and maintained across departments.
d. Flows
I specialise in building powerful, scalable automations using Salesforce Flow. Whether automating business processes, enhancing user interactions, or enforcing data integrity, I use Flows to streamline operations without relying on code — making solutions easier to maintain and adapt over time.
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i. Record-Triggered Flows
I create Record-Triggered Flows to automate actions in response to create, update, or delete events. These are often used to replace legacy Workflow Rules and Process Builder logic with cleaner, more efficient automation that runs in a single context. I carefully manage entry conditions and fault paths to ensure performance and stability.
ii. Scheduled Flows
I use Scheduled Flows for time-based operations, such as daily updates, reminders, or clean-up tasks. These automations run in batch and can be filtered by record criteria, ensuring they only act on relevant records while reducing manual effort for end-users.
iii. Screen Flows
I design Screen Flows to guide users through complex processes via custom, interactive interfaces. This includes multi-step forms, conditional paths, and field pre-population to make data entry more intuitive. I often use these for onboarding, guided case handling, or approval submissions.
iv. Flow Logic & Structure
I’m proficient in designing Flows with clear, logical structure — using decision elements, loops, and subflows to keep processes modular and maintainable. I make extensive use of formula resources, assignment elements, and fault handling to ensure my Flows are reliable and adaptable.
v. Data Handling
I handle complex data manipulations in Flow using Get, Update, Create, and Delete elements. I’m cautious about governor limits and design Flows to minimise unnecessary queries and DML operations. I also use collection filters and assignments to handle data efficiently at scale.
vi. Flow Debugging & Testing
I thoroughly test Flows using Flow Debug mode, versioning, and user impersonation to simulate real scenarios. I also implement fault paths and custom error messages to ensure that, even in the event of an issue, users receive helpful feedback and admins can diagnose problems quickly.
I’ve led or supported the migration of existing automations from Workflow Rules and Process Builder to Flow. This involves consolidating logic, simplifying branching, and optimising for performance and maintainability in accordance with Salesforce best practices.
e. Permission Sets
I have strong experience managing access and security in Salesforce using Profiles and Permission Sets. I focus on ensuring users have the exact level of access they need — no more, no less — while maintaining security, compliance, and scalability across the org.
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i. Profile Management
I configure Profiles to define baseline access for different user roles, including object permissions, tab visibility, and login restrictions. I structure Profiles to be lean and role-appropriate, avoiding over-permissioning and reducing the need for future rework.
ii. Permission Sets
I use Permission Sets to grant additional access beyond what’s assigned in a user’s Profile, enabling a modular and scalable approach to user management. This includes object access, field-level access, user permissions, and access to apps or custom features. I regularly use Permission Sets to support cross-functional roles, temporary access, and controlled rollouts.
iii. Permission Set Groups
To streamline access management and reduce complexity, I create and maintain Permission Set Groups. This allows for bundling related access into reusable packages — ideal for onboarding new users or managing large teams with similar access requirements.
iv. Field-Level Security
I configure field-level security through both Profiles and Permission Sets to ensure sensitive data is only visible and editable by appropriate users. This is especially important when working with regulated industries, PII, or sensitive business data.
v. Access Troubleshooting
I’m skilled at diagnosing and resolving access-related issues quickly. This includes using tools like the “Login As” feature, the User Access Summary, and Permission Set Licence Assignment to identify conflicts or missing permissions.
vi. Best Practices & Governance
I follow Salesforce best practices to reduce reliance on Profiles and instead leverage Permission Sets for greater flexibility and easier maintenance. I also implement naming conventions and documentation to ensure long-term clarity and traceability in permission assignments.
f. Lightning Apps
I design and configure Lightning Apps in Salesforce to deliver clean, intuitive user experiences tailored to specific business roles. My focus is on aligning app structure with business processes, streamlining navigation, and surfacing the right data at the right time to boost user productivity and adoption.
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i. App Builder & Custom Lightning Apps
I create and manage custom Lightning Apps using the Lightning App Builder, ensuring that each app is purpose-built for specific user groups or functions. I define branding, utility bar items, app navigation, and component visibility based on user roles, making each app both functional and user-friendly.
ii. Page Layouts
I configure Page Layouts that reflect the needs of specific teams or processes, presenting only the most relevant fields, sections, and buttons. I take care to minimise visual clutter while ensuring all necessary data and actions are accessible, improving both efficiency and data quality.
I use Dynamic Forms to control field and section visibility at the field level, enabling more responsive, context-aware record pages. I apply visibility rules to tailor user interfaces based on record attributes, user profiles, or form input, creating smarter, cleaner UIs that reduce errors and improve usability.
iv. Record Pages & Flexibility
I design Lightning Record Pages that bring together related data and tools using standard and custom components. I organise these pages with tabs, related lists, and quick actions in a way that aligns with how users work — reducing clicks and improving data accessibility.
v. Quick Actions & Global Actions
I configure and deploy Quick Actions — both object-specific and global — to streamline frequent user tasks like logging calls, creating related records, or updating key fields. I also optimise action layout and order to ensure users can act quickly with minimal confusion.
vi. Utility Bar & App Enhancements
I enhance Lightning Apps using the Utility Bar to provide quick access to key tools like Notes, History, or custom components. I use it to surface helpful, non-intrusive tools that improve workflow without overwhelming the main workspace.
vii. User Feedback & Iteration
I actively gather feedback from users post-deployment and iterate on Lightning App and page configurations to improve usability. I believe UI customisation is not a one-time task but an evolving process that should adapt to changing business needs.
g. Managed Packages
I have solid experience working with Managed Package Integrations in Salesforce, ensuring smooth implementation, configuration, and ongoing management of third-party applications from the AppExchange or vendor partners. My approach focuses on maximising functionality while maintaining system stability and security.
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i. Installation & Configuration
I handle the installation of managed packages with careful planning to minimise disruption. This includes reviewing package documentation, understanding dependencies, setting up required permissions, and configuring settings to align with existing business processes.
I ensure managed packages integrate seamlessly with existing Salesforce data and metadata structures. This involves mapping custom objects and fields, configuring data flows, and adapting page layouts or Lightning apps to incorporate new components effectively.
iii. User Access & Security
I manage user access to managed package features by configuring Permission Sets, Profiles, and Licence Assignments provided by the package. I ensure compliance with security policies and that users have appropriate levels of access to avoid over-permissioning.
iv. Customisation & Conflict Resolution
I customise managed package components where possible, such as Lightning components or page layouts, to tailor the user experience. When conflicts arise — whether with customisations or other packages — I troubleshoot and resolve them to maintain a harmonious Salesforce environment.
v. Upgrades & Maintenance
I coordinate and test package upgrades, ensuring compatibility with existing customisations and processes. I also monitor release notes and vendor communications to anticipate impacts and plan for smooth transitions with minimal downtime.
vi. Vendor Collaboration
I work closely with vendors and support teams to resolve complex issues, request enhancements, or escalate bugs. This collaboration ensures the organisation leverages the full value of managed packages while minimising operational risks.
h. Reports
I have a strong command of Salesforce reporting capabilities and frequently create tailored, high-impact reports that serve both operational and strategic business needs. My work emphasises data accuracy, clarity, and usability across diverse teams.
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i. Custom Report Types
I build and manage Custom Report Types to enable more versatile reporting across objects, especially when standard relationships don’t meet business needs. This includes defining custom joins, selecting meaningful default fields, and ensuring end-users have access to the exact data points they require without additional manipulation.
ii. Complex Querying
I’m comfortable designing reports that involve layered filter logic, multiple date-based conditions, and cross-object references. I understand how to use features like bucketing, custom summary formulas, and row-level formulas to extract maximum value from data within native reporting limits.
iii. Joined Reports
I use Joined Reports to combine multiple report blocks into a single, consolidated view. This is ideal for executive-level summaries or comparative performance dashboards. I'm adept at configuring each block with its own filters while ensuring overall consistency and clarity.
iv. Report Optimisation
I ensure reports are not only accurate but also efficient. This includes simplifying report logic, removing unnecessary fields, using indexing strategies when appropriate, and guiding end-users on best practices to reduce load times and improve usability.
v. Report Scheduling & Delivery
I configure automated report schedules to ensure stakeholders receive timely insights without manual effort. This includes grouping and sharing reports through public folders, email alerts, or integration with Salesforce dashboards.
i. Sharing Rules
I have extensive experience configuring Sharing Rules in Salesforce to tailor data visibility precisely to business needs. By defining criteria-based or owner-based sharing, I ensure users access only the records relevant to their role, improving security and usability without compromising collaboration.
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i. Criteria-Based Sharing Rules
I create criteria-based Sharing Rules to grant access to records that meet specific field values or business conditions. This enables dynamic data sharing based on custom logic — such as sharing high-priority cases only with a specialised support team — helping users focus on what matters most.
ii. Owner-Based Sharing Rules
I configure owner-based Sharing Rules to extend record access based on ownership hierarchies or team structures. This is useful for enabling cross-team collaboration while maintaining clear data boundaries, especially in sales territories or service departments.
iii. Sharing Rule Management & Optimisation
I regularly review and optimise Sharing Rules to reduce overlap, avoid excessive record access, and improve system performance. This involves auditing current sharing settings, simplifying rules where possible, and documenting configurations to maintain clarity.
iv. Collaboration vs. Security Balance
I balance the need for collaboration with strict data security by carefully designing Sharing Rules that grant the minimum necessary access. This prevents data exposure while ensuring users can effectively do their jobs and share information when appropriate.
v. Integration with Role Hierarchy & Manual Sharing
I align Sharing Rules with the broader security model, including Role Hierarchy and manual sharing options, to create a comprehensive access framework. I ensure that Sharing Rules complement these layers rather than creating conflicting permissions.
vi. Troubleshooting & Maintenance
I troubleshoot sharing issues using tools like the “Sharing” button on records and the “View All Users” feature to verify access. I also monitor the impact of Sharing Rules on sharing recalculations and system performance to keep the environment healthy.
j. Change Sets
I am proficient in using Change Sets to migrate customisations between Salesforce environments. This includes deploying configurations, components, and metadata while ensuring version control and minimising disruption during the release process.
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i. Outbound & Inbound Change Sets
I manage both Outbound and Inbound Change Sets, carefully selecting components for deployment and validating them in target environments. I ensure dependencies are correctly included and test deployments in sandbox environments before production release.
ii. Component Selection & Dependency Management
I take a methodical approach to selecting components for Change Sets, ensuring all related elements — such as fields, validation rules, and page layouts — are included. I actively manage dependencies to prevent deployment errors and maintain system integrity.
iii. Deployment Planning & Version Control
I plan deployments to align with release schedules and business priorities, using Change Set descriptions and naming conventions for clarity. I coordinate with teams to maintain informal version control and track configuration changes across environments.
iv. Pre-Deployment Validation
I conduct thorough pre-deployment validations, using sandbox environments to test Change Sets and resolve errors before final deployment. This reduces risk and ensures smoother, disruption-free releases.
v. Post-Deployment Testing & Verification
Following deployments, I perform targeted testing and stakeholder verification to confirm that changes have deployed successfully and that business processes function as expected. I address any post-deployment issues promptly to safeguard operational continuity.
vi. Change Set Governance & Best Practice
I follow Salesforce best practices for Change Set management, including maintaining documentation, applying consistent naming conventions, and limiting Change Set scope to manageable, logically grouped updates to improve reliability and traceability.