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Jason Sun
Verified Expert in Engineering
Salesforce Developer
Henderson, NV, United States
Toptal member since May 8, 2020
Bio
Jason is a US-based technical and business professional specializing in Salesforce. He is a Salesforce Developer World Championship Finalist and holds 13 certifications and an MBA from UCLA. He has 13 years of SFDC experience and has designed integrations between SFDC and web apps using native integrations and custom SOAP/REST APIs. Unlike pure developers without an MBA, he's able to advise businesses on process design and business strategy on top of technical implementation.
Portfolio
Omnivo Digital
JavaScript, CSS, HTML, MySQL, PHP, Heroku, Salesforce Lightning, Visualforce...
NurseRegistry Inc.
Salesforce, Salesforce Customization, Salesforce API, Salesforce Apex...
Hurtigruten Group
Salesforce, Salesforce Apex, Salesforce API, JavaScript, Formstack...
Experience
- Visualforce - 13 years
- Salesforce - 13 years
- PHP - 10 years
- Apex - 10 years
- REST - 8 years
- SOAP - 8 years
- Lightning Components - 5 years
Preferred Environment
Salesforce Lightning, JavaScript, HTML, PHP, Shopify, WordPress, Visualforce, Salesforce, Salesforce Apex, Salesforce API
The most amazing...
...thing I've worked on is a fully integrated Salesforce and WordPress site that allowed bi-directional communication via real-time API integration.
Work Experience
Co-founder and Salesforce Architect and Developer
2015 - PRESENT
Omnivo Digital
- Led my own consulting firm focused on Salesforce professional services and custom development for the full stack of marketing, lead generation, lead nurturing, sales automation, and post-sale service enterprise applications.
- Designed and implemented custom CRM solutions mainly on the SFDC platform, including UI/UX design and development, data model design, declarative/programmatic solutions using APEX/Visualforce/Lightning/LWC, and SOAP/REST API integrations.
- Completed 100+ projects, mostly end-to-end, going from requirements gathering, build/configuration/code/integration all the way to training/documentation and post-deployment support.
Technologies: JavaScript, CSS, HTML, MySQL, PHP, Heroku, Salesforce Lightning, Visualforce, Apex, Salesforce
Senior Salesforce Developer
2021 - 2024
NurseRegistry Inc.
- Created automations via declarative and APEX/programmatic methods to automate manual processes such as calculating and sending pay statements via email with dynamically generated email bodies, eliminating 1,100 man-hours of manual processing per year.
- Developed an invoicing and payroll framework in Salesforce to automatically generate invoices and bills and integrate the records automatically with Quickbooks using the Declarative Webhooks appExchange (omnitoria.io/declarative-webhooks) app.
- Created an integration between Salesforce and Avochato and several automated SMS workflows for automated text reminders and lead engagement campaigns, reducing missed appointments and improving lead engagement metrics.
- Acted as an external CTO to the organization to advise stakeholders and executives on automation strategy, technology roadmap, and digital transformation of legacy manual and Excel-based processes.
Technologies: Salesforce, Salesforce Customization, Salesforce API, Salesforce Apex, Salesforce Programming, Salesforce Reports
Technical Product Owner - Salesforce
2022 - 2023
Hurtigruten Group
- Managed an agile/scrum team of nine Salesforce admins, business analysts, and developers to build, maintain, and enhance the organization's CRM, marketing cloud, and customer data platforms to achieve its sales and marketing goals.
- Implemented Salesforce Customer Data Platform (CDP) and created segment activations and enablements for multiple Salesforce Marketing Cloud campaigns.
- Developed an integration with OneTrust to facilitate cookie and data retention permissions and processes to ultimately enable compliant marketing and contact processes to target leads and customers.
- Streamlined ship manifest form workflow by fully digitizing the process, replacing emailed PDFs and hand-filled forms. Integrated with passport reader OCR service to automatically confirm passport details, eliminating manual processing of 200,000+ paper forms annually.
Technologies: Salesforce, Salesforce Apex, Salesforce API, JavaScript, Formstack, Declarative Webhooks, REST, SOAP APIs, Salesforce Marketing Cloud, Customer Data Platform (CDP)
Director of Strategy/Operations and Salesforce Administrator
2007 - 2015
Veritas Prep
- Launched a new division handling pre-college entrance exams and admissions; managed all aspects of strategy, operations, hiring, and technology to support and grow the new division; and added over $1.2 million in incremental revenue in 18 months.
- Architected and developed/programmed organization-wide customized Salesforce.com CRM deployment for sales, customer experience, faculty management and logistics/locations departments, and deployed to over 150 users.
- Automated many tedious, repetitive procedures, and sped up reporting. Eliminated 30% of tasks that were non-value added activities. Integrated systems using Salesforce SOAP API, PHP Toolkit, and APEX.
Technologies: Visualforce, Apex, JavaScript, CSS, HTML, MySQL, Apache, PHP, Salesforce
Experience
Fully Integrated WordPress+Salesforce application
Designed, architected, and built out a Salesforce instance and WordPress website integration with Salesforce supporting bi-directional integration using the Salesforce SOAP API and PHP toolkit. Information from Salesforce is published and pushed to the website in near real-time while user actions on the website such as checkout/registration are pushed into Salesforce for order management and fulfillment. Salesforce and the website are also integrated with FedEx Webservices, USAePay payment gateway, and a custom student login back end built on Heroku.
Custom Freshbooks+Salesforce integration
Designed, architected and coded a custom Freshbooks integration with Salesforce using APEX code and the Freshbooks Open API to allow the client to generate single and automated/recurring Freshbooks invoices directly from Salesforce and be able to receive payment success/failure notifications automatically via webhooks and a Salesforce custom APEX REST service.
Custom High-Volume Salesforce Community
https://help.hulu.com/Worked on the help.hulu.com Salesforce community alongside several other internal and external consultants and developers. Built custom lightning components for front-end community and back-end service cloud automation and enhancements to improve case handling, case deflection, and marketing analytics. Supported single sign-on with the primary application.
Quickbooks Integration
Integrated Salesforce with Quickbooks Online utilizing a combination of custom APEX code, the Quickbooks REST API, and integration middleware. Enabled the customer to automatically generate invoices and invoice line items from Salesforce along with Quickbooks account categorizations for line items, automatically send generated invoices with a custom PDF template to clients, and receive payment updates in Salesforce as invoices are paid via Quickbooks using webhook and a Salesforce custom APEX REST endpoint.
End-to-end Development and Integration Services for a Nurse Staffing Organization
https://www.nurseregistry.com/I implemented an end-to-end Salesforce Sales and Service Cloud organization with integrations with the Skedulo scheduling and mobile app. I implemented integrations with Quickbooks, Calendly, Paylocity, Callrail, and Pardot using declarative and programmatic methods and the native salesforce integration tool, Declarative Webhooks (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000FNBsKUAX).
I also implemented multiple automations and advanced business rules using Flows, APEX triggers, and batch APEX.
I also implemented multiple automations and advanced business rules using Flows, APEX triggers, and batch APEX.
Education
2012 - 2015
Master's Degree in Business Administration
University of California Los Angeles, The Anderson School of Management - Los Angeles, CA
2003 - 2007
Bachelor's Degree in Business Administration and Information Management
University of Southern California - Los Angeles, CA
Certifications
JUNE 2019 - PRESENT
Salesforce Certified Community Cloud Consultant
Salesforce.com
MAY 2019 - PRESENT
Salesforce Certified Development Lifecycle and Deployment Designer
Salesforce.com
APRIL 2018 - PRESENT
Salesforce Certified Integration Architecture Designer
Salesforce.com
MARCH 2018 - PRESENT
Salesforce Certified Application Architect
Salesforce.com
MARCH 2018 - PRESENT
Salesforce Certified Sharing and Visibility Designer
Salesforce.com
MARCH 2018 - PRESENT
Salesforce Certified Data Architecture and Management Designer
Salesforce.com
MARCH 2017 - PRESENT
Salesforce Certified Service Cloud Consultant
Salesforce.com
APRIL 2016 - PRESENT
Salesforce Certified Platform App Builder
Salesforce.com
APRIL 2016 - PRESENT
Salesforce Certified Sales Cloud Consultant
Salesforce.com
MARCH 2016 - PRESENT
Salesforce Certified Platform Developer I
Salesforce.com
MARCH 2016 - PRESENT
Salesforce Certified Administrator
Salesforce.com
Skills
Libraries/APIs
Salesforce API, SOAP APIs
Tools
Apache, Formstack, Salesforce Marketing Cloud
Languages
Apex, PHP, HTML, JavaScript, SQL, CSS
Frameworks
Visualforce, Lightning Components
Platforms
Salesforce, WordPress, Shopify, Heroku
Paradigms
REST
Storage
MySQL
Other
Salesforce Lightning, Salesforce Community, Salesforce Apex, Certified Salesforce Administrator, SOAP, Salesforce Customization, Salesforce Programming, Salesforce Reports, Declarative Webhooks, Customer Data Platform (CDP)
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