Design and implement dynamic, file-upload-capable forms on Salesforce to automate case and opportunity creation.
Configure form logic and workflows, including approvals, to streamline SFPUC processes and meet compliance standards.
Integrate Salesforce with third-party systems like SharePoint for document storage, DataBakup for data security, and CityBase for secure payment processing.
Establish and maintain validation rules, automated data updates, and task assignments for enhanced operational efficiency.
Conduct end-to-end testing, user acceptance testing (UAT), and address post-launch issues to ensure stability and data integrity.
Develop comprehensive training guides and conduct sessions to support SFPUC staff in adopting new features.
Provide ongoing support and maintenance, refining workflows as needed for optimal system performance.
Oversee project documentation, risk management, and communications, ensuring adherence to SFPUC’s project goals and schedule.
Collaborate with SFPUC’s technical team for architectural planning and stakeholder alignment on development milestones.
Offer on-demand staff augmentation to ensure continuous management and enhancement of Salesforce modules.