Salesforce Professional
Jeffrey Weinand
Making Salesforce work for you, so you can focus on what matters most.
About me
Certified Salesforce Professional with 15+ years of experience in software engineering, consulting, and CRM administration. Proven ability to improve efficiency and solve complex business problems by leveraging data and technology. Strong analytical and leadership skills, with a keen eye for detail.In my free time, I enjoy participating in Salesforce Community groups, both learning and helping others leverage Salesforce to improve productivity and efficiency for their employers and co-workers. I am also a member of a Salesforce Professional Development Program to fully understand the Salesforce ecosystem and network to build valuable relationships in the Salesforce space.Outside of my passion for Salesforce and technology, I enjoy spending time with my family, camping, and traveling to exotic locations.
Recent projects
In the summer of 2023, I participated in two educational and enjoyable Salesforce team projects, which you can learn more about below.Additionally, I am currently working on developing a custom app to track Amazon Flex contractor revenue and accounting data. Stay tuned for further details!
Talent Stacker: Experience Project
We built a Salesforce App! Recently, as a team of 4 Salesforce Certified Administrators we built a custom app that solutions for 60+ client requirements. Our app utilizes standard and custom objects to track a Talent Stacker Member's journey through the Career Development Program.
To learn more about our process and to explore features of our app, click on the link below.
Clicked: Salesforce Flows Project
As a Salesforce professional, it’s crucial to understand Flow. It’s a tool that automates complex business processes, and you can use Flow Builder to create code-like logic without being a programmer. Flow can do things like send emails, submit records for approval, and integrate with external systems, giving you lots of possibilities. Learning these skills makes my work as a SFDC Admin and my clients’ work more efficient. Click below for more details.
Connect
Resumé
Certifications
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Salesforce Administrator
Salesforce Associate
Trailhead Ranger
AWS - Cloud Practitioner
Amazon Web Services
Training and Certification
GIAC - Advisory Board
Global Information Assurance Certification Advisory Board Member
GIAC - GFACT
Foundational Cybersecurity Technologies
GIAC - GCIH
Certified Incident Handler
GIAC - GSEC
Security Essentials Certification
GIAC - GPCS
Public Cloud Security
Education
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SANS Technology Institute
Undergraduate Certificate
Applied Cybersecurity
University of St. Thomas
Bachelor of Arts (BA)
Business Administration (Marketing)
Journalism (Advertising)
Minnesota School of Business
Associate of Science (AS)
E-commerce Design & Programming
Thank you!
I will get back to you as soon as possible.
Talent Stacker:
Experience Project
My team built a Salesforce app that :
Solutions for 60+ client requirements. Tracking a Talent Stacker Member's journey through the Career Development Program.We accomplished this by working as a cohesive team and collaborating weekly with our Project Manager, leading to on-time delivery and a happy client!
Components and Tools used:
NPSP (Salesforce Nonprofit Success Pack)
Salesforce Sales Cloud
ERD (Entity Relationship Diagram) data modeling using Lucidchart
Project Management using Jira, Confluence and Google Sheets
Security & Accessibility
Tailored Standard Objects, created Custom Objects and Custom Fields
Lightning App Builder & Page Layouts
Custom Banners and Images with filters
Automations/Flows & Validation Rules
Web-to-Lead & Email-to-Case Processes
App Exchange: SDocs integration for member progress reports
KPI's delivered via Reports & Dashboards
I took ownership of:
Security: OWDs, Role Hierarchy, Sharing Rules, User Profiles & Permission Sets
3 Custom Objects: including fields, record types and validation rules
15 Flows: including record-triggered and screen flows
SDocs: template building, data integration and implementation
5 Custom Reports
6 End-user slides along with creating Loom training videos for 3 sections
Post Project:
After the team project was finished, I rebuilt the app in a separate developer org to personally experience building and touching every aspect of our project.
Along the way I made some additions and enhancements!
End-User Training Deck:
For our end-user training presentation, we used Google Slides to create 41 guides with great detail on how to use the org along with Loom video links to give visual instructions.
I personally created slides 16-21 (Achievements, Interviews & Jobs Landed).
Clicked:
Salesforce Flow Automation Team Sprint
Completed 4 flow challenges for the company Slack, that :
Solutions for incorporating Salesforce into the B2B branch of their company as it is currently only used on the B2C side of the business.This collaboration was a great experience in Client Discovery, diagraming and building SFDC Flows, and Teamwork!
Components and Tools used:
Salesforce Developer Org
Process Maps (current and future states) using Lucid Charts
Salesforce Sales & Service Clouds
Salesforce Flow Builder
Experience Garnered:
Translated stakeholder requirements into solutions
Interpreted business process maps into flow logic
Determined when to use standard features vs automation
Created variables and element components for Flows
Expanded on existing Flows, linking them together using sub-flows as needed
Built, debugged and fixed Flows