Joelle Louis

• Analysis of business needs and proposal of adapted solutions in Salesforce.

• Advanced configuration of Salesforce: creation of custom objects, fields, validation rules, workflows, approval processes.

• Management of profiles, roles, sharing rules, and permissions to ensure data security.

• User monitoring and support: daily assistance, management of evolution requests, incident resolution.

• Coordination with technical and functional teams to ensure the smooth running of Salesforce projects, from design to deployment.

• Configuration and administration of the Salesforce Sales Cloud instance.

• User management: creation, training, and support.

• Process automation: creation of flows, management of business rules, and automation of recurring tasks.

• Monitoring of integrations with other systems (ERP, HR tools, etc.).

• Collaboration with business teams (Business Analysis) for continuous adaptation of the platform to company needs.

• Coordination with Business Analysis teams for the definition of business needs

• Configuration & customization of the Salesforce instance to meet specific company needs.

• Management of users, profiles, and permissions to ensure appropriate access to data and functionalities.

• Creation & maintenance of automated workflows, validation rules, and business processes.

• Integration of Salesforce with other enterprise systems and applications.

• Management of dashboards and reports to provide relevant insights and analytical data to stakeholders.

• User training on the effective use of Salesforce.

• Monitoring of Salesforce updates and new features to optimize platform usage.

• Resolution of technical problems and user support.

• Ensuring data security and compliance with privacy standards.

• Collaboration with other teams to ensure Salesforce meets company needs and integrates into the overall technological ecosystem.

• Analysis of client needs and leading design workshops

• Proposal of solutions and estimation

• Coordination of resources and operational supervision of a team

• Taking charge of Salesforce configuration activities in compliance with documentation

• Management and coordination of the development team's activities to ensure projects are completed on time and according to requirements

• Support for projects from implementation to solution deployment.

• Advanced configuration and setup for solution deployment: roles & profiles, sharing rules, permission sets, field & object creation, workflows, validation rules, assignment rules, queues, reports, custom dashboards, record types & page layouts, process builder, flow, trigger, etc…

• Manipulation and loading of data into Salesforce (Dataloader, Excel)

• Packaging and deployment of Salesforce components

• Application testing (test plan, scenarios, test cases)

• Implementation of Salesforce best practices

• Coordination with Business Analysis teams for the definition of business needs