Engages with business(es) stakeholder(s) to gather & analyze requirements, propose solutions that balance Salesforce functionality and other BI platforms.
Create business process requirements and design documents; including system flow with integrated systems
Build/develop business relationships with related business leaders and act as partner in providing SFDC and other BI platform solutions.
Requires open communication and collaboration, being both customer-focused and service minded, able to interact with all levels of users - end Users through executives creating consensus and clear strategy as needed.
Work with application technical teams within all divisions to provide seamless integration and release cycles.
Remain updated of new SFDC features and BI platforms functionality, provide recommendations for process improvements and updates.
Organize and maintain custom objects, record types, fields, page layouts, formulas, data validation rules, triggers, custom workflows, notifications, approval processes, Lightning Process Builder and Visual Workflows.
Develop and maintain custom reports and dashboards utilizing integrated systems based on business needs.
Maintain user roles and profiles, security settings, access settings (User Profiles, Role Hierarchy, Sharing Rules and Security)
Establish and implement change control and best practices with regards to system maintenance, configuration, development, testing and data integrity
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