Simple Salesforce

• Provided strategic consulting and advisory services to over 25 clients on the Salesforce platform, helping them to achieve their business goals and objectives through the effective use of Salesforce

• Led project teams through the full lifecycle of Salesforce implementations for 10 clients, including requirements gathering, design, development, testing, and deployment, resulting in successful go-lives for each project

• Customized and configured the Salesforce platform to meet the specific needs of clients, building custom applications and integrations for over 20 clients and improving efficiency by 25% on average

• Acted as a subject matter expert for clients, providing guidance on best practices and helping them to fully utilize the capabilities of the Salesforce platform, leading to increased adoption and utilization of the platform.

Sr. Salesforce Consultant

Apex Hours

- Author @ Apex Hours
- Global platform to learn and upskill in Salesforce

Author

Salesforce Ben

- Author at SalesforceBen
- Largest dedicated Salesforce news site in the world

Vercel

• Developed conversion and system implementation plans for all process builders, leveraging flows to streamline processes and improve efficiency for over 25+ process builders

• Conducted data modeling, performance testing, and integration testing to ensure the stability and reliability of automation processes, resulting in a 95% success rate for deployments

• Coordinated deployments of automation updates, feature releases, and patches from sandbox to production environments, ensuring seamless transitions for users and successfully deploying over 100 updates

• Improved developmental methodologies by introducing sprints and project management tools, resulting in a 25% increase in efficiency and productivity

Senior Salesforce Administrator

HealthEquity

• Managed Salesforce and 3rd party integrations for HealthEquity, including Marketing Cloud, Service Cloud, and Sales Cloud, resulting in a 15% increase in efficiency

• Improved business processes through the use of Flows, Process Builder, Workflow Rules, and other tools, streamlining over 20 processes and improving accuracy by 10%

• Led data migration efforts from Oracle to Salesforce, successfully migrating over 1 million records with minimal downtime

• Contributed to the successful operation and maintenance of Salesforce and 3rd party integrations as a Sr. Applications Administrator at HealthEquity in Draper, UT, supporting over 3,000+ users.

Sr. Applications Administrator

Divvy

• Served as Salesforce Product Manager at Divvy, overseeing all technical aspects of Salesforce including data migrations, data quality, systems integrity, 3rd party applications, and AppExchange products, supporting over 300+ users

• Led complex technical projects from planning to execution, successfully delivering over 100+ projects on time and within budget

• Improved operational efficiency through the implementation of process automation and productivity tools, resulting in a 20% increase in productivity

• Contributed to the successful management and maintenance of the Salesforce platform as a Senior Salesforce Administrator at Divvy in Lehi, UT, implementing over 50 enhancements and customizations.

Podium

• Improved user adoption of the Salesforce platform at Podium through targeted training and assistance, resulting in a 25% increase in active users

• Maintained system security and integrity, performing regular maintenance and updates to ensure the stability and reliability of the system

• Created and maintained over 50 reports and dashboards, providing key insights and data to stakeholders and improving decision-making capabilities

• Implemented custom fields, page layouts, and workflow rules, enhancing the functionality and usability of the Salesforce platform and improving efficiency by 15%

Salesforce Administrator

Skinnie.Dip Automotive

- Auto Detailing, Automotive Wrap, & Automotive Painting
- Developed Business Plans to Meet Company Goals & Expectations
- Managed Tax Documentation, Invoicing, and Other Accounting Needs
- Social Media Marketing & Sales

Founder & Owner

Walmart eCommerce

- User Creation, Training, & Troubleshooting
- Report / Dashboard Creation & Maintenance
- Managed KPI's for Partner Operations
- Outlining Problems, Solutions, & Forecasting for Business Needs

Business Analyst / Jr. Salesforce Administrator

- Deep involvement in partner operations (tracking progress to goals, identifying areas of opportunity, and working with partner leadership to gain traction on initiatives)
- Build out and maintain a reporting platform to display organizational dashboards, vendor performance metrics, manager performance metrics, and agent level performance

Senior Business Specialist

- Provided partner support by helping them navigate our systems and partner portal
- Developed strategies to help partners list their products and maximize their earnings
- Conduct calls when needed to provide updates on performance, progress, and highlight issues that need addressing with recommendations to move forward

Partner Operations

- Communicating with members about their experiences with shipments and products
- Providing advice on purchasing products and using offered services
- Taking and processing orders for members
- Listening to member concerns and working to resolve their issues

Member Services

I help beginners learn salesforce & get hired

Over the past 6 years, I helped build three Salesforce orgs for three $3B+ tech unicorns.

What most people don’t know?

I taught myself Salesforce & didn't start with a technical background.

Doing this has allowed me to perfect what I do and share my advice so others can as well.

My Portfolio:
→ I'm a Sr. Salesforce Consultant @ Simple Salesforce, consulting for both large and small businesses.
→ I consult companies in the tech space on how to efficiently set up their salesforce org.
→ I mentor aspiring salesforce admins via my social platforms, newsletter, & DMs. 
→ I send a private Salesforce career growth newsletter to 6,000+ subscribers.
→ I've built an online audience around Salesforce of 84,000+ followers.
→ I'm an author at SalesforceBen, world's largest salesforce resource.

My Salesforce Credentials:
→ Salesforce Administrator Certified
→ Security Specialist
→ Trailhead Ranger (265+)
→ Business Admin Specialist
→ App Customization Specialist
→ Lightning Experience Reports & Dashboards Specialist

Blog: jordanqnelson.me
Youtube: Jordan Nelson
Twitter: @tweetsbyejordan
Podcast: Head in the Clouds
Newsletter: simplesalesforce.carrd.co

Learning Salesforce seems complicated, but it doesn't have to be.

In my initial days, I was unable to find clear and detailed explanations of complex topics.

Learning Salesforce was a struggle until I found these 4 blogs:

🧵👇🏼


These four blogs not only cover the basics of Salesforce, but they also provide out-of-the-box solutions that will turn your old, boring, and dusty org into a Space-X rocket ship.

I swear I'm not exaggerating.

Here are 4 blogs that helped me hack my learning potential:


Blog #1: UnofficialSF

There are times when you can't find a solution

You hope it exists in Salesforce...

But after hours of Googling... you don't find it.

In almost every single one of those situations, I ended up finding the solution on UnofficialSF.



Not a unique story.

If you work in the Salesforce industry...

You know about UnofficialSF and almost everyone has a story like this where they have saved our bacon.

First on my list for a reason.

Here's a link to the blog:
https://unofficialsf.com/



Blog #2: Force Panda

Narender is an OG.

Here's why:

• 3x Salesforce MVP
• Massive contributor
• Has lead as top community answers

On top of that, when I first got into the industry I reached out on a couple of occasions to Narender and he personally helped me out.



But even outside of all that...

He writes an awesome blog and provides some fantastic out-of-the-box solutions to help with your Salesforce needs.

Here's a link to Narendra's Force Panda:
https://lnkd.in/e5GH6tYT


Blog #3: Automation Champion

The Salesforce library.

Chances are slim for me when I need to google a solution and I don't see the Automation Champ popup as one of the results.

Years of content.



Just like the others mentioned today, Rakesh Gupta is another awesome Salesforce MVP.

He has put a ton into the community - a lot at no cost.


Here's the link to the blog:
https://lnkd.in/eXXBK8au


Blog #4: Salesforce Flowsome

Make learning flows easier.

Why would you want to learn things the hard way when there are ppl like Melody Lwo creating resources like this one?

Here you get:

• Flow "how to's"
• Flow use cases
• Option to write in for personal help



All done by someone who is 10X certified & breathes better automation making it a great resource to trust & learn from

With flows being one of the hottest items to learn nowadays - this one should be a no-brainer.

Here's the link to the blog:
https://lnkd.in/eSBtvsfB


TL;DR

4 blogs that helped me hack Salesforce:

• UnofficialSF
• Force Panda
• Automation Champion
• Salesforce Flowsome


That’s it for today’s thread.

If you enjoyed it, make sure you drop a follow.

To learn more about Salesforce, sub to my newsletter.

Here’s the link:
https://lnkd.in/eFRggNsT

Jordan Nelson

Salesforce is the #1 crm in the world.

But most ppl aren't using it to its full potential.

Here are 11 MUST READ Salesforce books:

🧵👇🏼

1. Rock your role as a Salesforce Admin
→ Author: Jodie Hrbek
→ Strategies for success as a SF Admin

2. The Salesforce Career Playbook
→ Martin Gessner
→ Build a successful career in the SF ecosystem

3. Salesforce For Dummies
→ Liz Kao
→ Basic concepts and features of SF

4. Becoming a Salesforce Certified Technical Architect
→ Tameem Bahri
→ Best practices for designing and implementing SF solutions

5. Advanced Apex Programming in Salesforce
→ Dan Appleman
→ Best practices for building custom applications on SF

6. Lightning Sales Ops
→ Matt Bertuzzi
→ Optimize sales operations using SF Lightning

7. Practical Salesforce Development without Code
→ Philip Weinmeister
→ Best practices for using SF no-code tools and features

8. Automating Salesforce Marketing Cloud
→ Greg Gifford & Jason Hanshaw
→ Best practices for using Marketing Cloud to improve efficiency

9. Salesforce for Beginners
→ Sharif Shaalan
→ Basic concepts and features of SF

10. Salesforce CRM: The Definitive Admin Handbook
→ Paul Goodey
→ Help you become a proficient & effective SF Admin

11. The Salesforce Consultant's Guide
→ Heather Negley
→ How to deliver successful Salesforce projects

Now...

- Pick your favs
- Search on Amazon
- Read them for a better 2023

Found this thread helpful?
Then you'd ❤️ my free newsletter

Join 6,000+ others reading it 👇🏼
https://lnkd.in/dDW-VWep

I've increased my salary by 312% in 4 years
One skill that helped me the most: Negotiation

Most people think it's too complicated.
Here are my 4 golden rules to help you negotiate like a pro: 

🧵👇🏼


Rule #1: Know your worth

Confidence is everything.

Every choice in your life (good or bad) comes down to the level of confidence you have in yourself.

If you're not confident, none of the tips below can help.


To boost confidence:

• Write down your wins
• Compare yourself to yourself
• Celebrate each goal reached

Most importantly: Don't let the losses get you down.


 Rule #2: Be willing to walk

If you want to truly get ahead in life, you have to become highly selective.

Just b/c you got a job offer doesn't mean you should go and sign the deal.

Keep the long game in your mind.

Be willing to walk when you need to.


I can personally say...

Don't neglect:

• Work-life balance
• Who your manager will be
• What your career path looks like

After you get over the initial high of more money, these things will matter more to you in the long run.

They always do.


Rule #3: Leverage your situation

Take the time to do your homework

Do more research about your employer

What are their:

• Fears
• Needs
• Dreams
• Frustrations

If you can nail these down, you'll be more confident while countering their offer or asking for a higher amount


Best way to do that?

Strive to always be interviewing at multiple places.

This helps prove you are of high value and shows you what companies expect in your role.

Their goal is to minimize costs,

Your goal is to maximize return.


Rule #4: Factor in perks + benefits

Money isn't everything.

I found this out the hard way.

I chose a higher salary instead of more stock options while working for the last startup I was at

Consider what the other perks mean to you.

They are on the table to negotiate as well.


TL;DR

4 golden rule to negotiate like a pro:

• Know your worth
• Be willing to walk
• Leverage your situation
• Factor in perks + benefits 


Like this thread?

I’m sure you’ll like my newsletter too.

I write actionable tips that’ll help you get ahead in your Salesforce career.
Here’s the link to the latest issue:

https://lnkd.in/eZ-qQAJu

If your friend posts on Linkedin
→ It's free to like their post

If your friend is learning a new skill
→ It's free to support them

If your friend is looking for a job
→ It's free to refer them

Ppl many ask how they can "network"

The answer?
Actions speak louder than words.

Salesforce Consultant | I help businesses increase revenue by automating salesforce

Salesforce assignment:

Go to YouTube, search for:

"David Liu, What is Salesforce"

Watch it from start to finish.

Take notes.

That video [11:44] contains the #1 reason why salesforce is so good

Must watch,

If you are wanting to get into the industry.

To be a Salesforce Ranger in 3 months...
You need to earn 34 badges a month

To be a Salesforce Ranger in 6 months...
You need to earn 17 badges a month

To be a Salesforce Ranger in 1 year...
You need to earn 9 badges a month

To be a Salesforce Ranger in 2 years...
You need to earn 5 badges a month

Just start.

7 must-have tools for any Salesforce career beginner:

🧵👇🏼

2023 has been a year.

A lot of wins...
A lot of losses...

All which I had to figure out basically alone.

Which got me thinking about where I was when I first started my salesforce journey.

There was so much to learn and it was hard to ask questions because I didn't know what kind of questions to ask.

So...

Here's the tools I'd tell Jordan to use as a complete beginner


Tool #1: Trailhead

Trailhead makes my life easy.

It bundles learning, future career paths, certification signup, community, Q&A forums, and is slowly headed towards more of a social site.

It's a masterpiece all for free.

Cost: $0/month


Tool #2: Zety

Zety builds your resume for you by using certified templates.

Why I like it:

Cheap, like $2.70 a resume cheap.

Get more job offers because of it.

I value my time so any tool that’s effective and simple, I’ll gladly use.

Cost: $2.70 per resume


Tool #3: Carrd

Carrd give you a template and you're done.

There are many options here

Wix

Canva

Squarespace

But if you are trying to stay low cost and build something quick, this has felt like the best option to me.

Cost: $9/yr


Tool #4: Linkedin

Companies live here.

Recruiters, head hunters, VP's, CEO's, other Salesforce co-workers.

Yeah, they all are here.

Comment

Post

Like

There are many social media channels that are all great to post to but in my experience this has the highest ROI for my time spent.


Tool #5: Focus on Force

This provides focused study.

Don't waste your time that you already don't have outside of work surfing around google hoping to feel prepared for your cert.

Here you get both

Study Guides

Practice Tests

Well worth the money spent on this one.

Cost: $39.99 one time payment (practice test & study guide)


Tool #6: Notion

Experts say we produce 6,000 thoughts per day, most of which never leave our brain and make it to paper.

Notion solves this problem, the modern-day notepad. It allows you to capture your thoughts throughout the day and store them in a place where they won’t be lost or forgotten.

The best part is that it’s also an app so it goes where you go.

I use it for:

Recording my ideas

Storing links to great posts

Tracking down jobs I've applied to

Cost: $0/mo


Tool #7: Buffer

“You’re spending time to save money when you should be spending money to save time.” - Naval

Buffer serves as the best example of this quote by allowing you to schedule out your posts. Those who schedule 10 posts or less can use this tool completely for free.


Well, I hope those tools boost your progress

Annnnnnd

I hope this saves you:

a ton of work
a ton of time
a ton of money

Which is always my goal with these posts.

And if you:
1. ❤️ this post
2. Want a SF career

Join me 6,400+ others on my newsletter👇🏼
https://lnkd.in/dDW-VWep

Salesforce advice for businesses:

Don't cram a large project together
And toss it over to your salesforce team

Instead, break it down:

→ We need to create this field
→ We need to build this dashboard
→ We need to automate this process

Splitting it into bitesized pieces will make it more successful.

Uber Eats automated customer support

Here's how they used Salesforce to do it:

(It saved the company $10,000's)

🧵👇🏼

Uber Eats had a problem before salesforce...

They had 30+ systems running to help them view the company's service data.

This created:

- Manual steps
- Long handle times
- Poor agent experience

Messy.

So, they decided to simplify & automate.

They used a salesforce tool called Mulesoft.
It grabbed all data from 30+ systems and put it on 1 screen.

🤯

The best part tho?

Agents now had instant access to all customer data

This means:

- Less processes
- Better handle times
- Improved satisfaction
- Swifter resolutions for customers

No more $$$ spent on system subscriptions, ppl to maintain them, and time with PR to handle all the negative comments.

Want to automate your customer support?
Hire us as your Salesforce consultants to help:
https://lnkd.in/eZaXZ6_9

5 MUST HAVE Salesforce features
That'll automate time sucking tasks:

(And make your business more $$$)

🧵👇🏼

#1: Lead Assignment Rules

• Automate lead distribution for your team
• You'll speed up response times and improve sales
• Leads get assigned to the right rep based your criteria 

Better lead assignment, improved productivity.
Improved productivity = More 💰

#2: Task Automation

• Auto create & assign tasks based criteria
• Ensure key tasks are never overlooked
• Free up time for more high-value work

Automated tasks, less distraction. 
Less distraction = More 💰

#3: Approval Processes

• Auto route record changes for approval
• Maintain data integrity & compliance
• Reduce time spent on manual approvals

Automated approvals, quicker decisions. 
Quicker decisions = More 💰

#4: Flow Builder

• Drag-and-drop tool for automating processes
• Automates not just tasks but entire business procedures
• Minimizes the need for code & developers

Streamlined processes, higher efficiency. 
Higher efficiency = More 💰

#5: Email Alerts

• Automated email notifications based on criteria
• Keeps your team informed and responsive
• Minimizes the need to manually send updates

Automated alerts, better communication. 
Better communication = More 💰

Want to save even more effort?
Hire us as your Salesforce consultants:
https://buff.ly/43HmMAU

Halfway through 2023.
Don't waste the rest by...
 
→ Seeking more consulting options
→ Attending more Salesforce webinars
→ Watching more CRM comparison videos
 
Instead:
 
→ Write down your salesforce needs
→ Hire a consultant to free up your time
→ Surpass business goals you set for 2023
 
Not sure what company needs to hear this, but...
 
You don't need more options,
You need to take more action. 

The most common business problem?

Time wasted in Salesforce.

Here are 5 tools to fix it:

1. Health Check

- Discover what's not set up correctly
- Prioritized list of what you should fix
- Scorecard of how good your SF looks

Cleaner org, more focus.
More focus = More 💰

2. Salesforce Optimizer

- Find what's a problem & not
- Helps you find ways to improve SF
- Tells you how long the fixes will take

Better structure, easier scaling.
Easier scaling = More 💰

3. Page Analyzer

- Gives you ideas to make pages faster
- Tells you how fast/slow page loads are
- Visually shows you what makes it slow

Faster pages, more efficient.
More efficient = More 💰

4. Adoption Dashboard

- Gives you metrics on user activity
- See how well ppl are using Salesforce
- Suggests how to make adoption higher

More adoption, better data.
Better data = More 💰

5. Surveys

- Custom surveys can be created
- Collect feedback from your customers
- Insights to make your customers happier

More feedback, better solutions
Better solutions = More 💰

Want to save even more time?
Hire us as your Salesforce consultant
https://buff.ly/43HmMAU

Reps get rejected 1000's of times a day
But be like this when having to update CRM

Struggling to find a consultant👇🏼

• Browse the Appexchange
• Hunt for content on YouTube
• Search "Salesforce Consultant" on Linkedin

Struggling to pick the right consultant👇🏼

• Ask for testimonies
• Seek out their portfolios
• Request an introduction call

There are only ever 2 issues:

Wrong research
Wrong employment

You've gotta improve both to find the perfect consultant.

Business Hack:

Find yourself SF consultants who focus on
Communication, scale, and ROI.

Taplio

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