Curt is available for hire
Hire CurtCurt Griffin
Verified Expert in Engineering
Salesforce Business Analyst and Developer
Salt Lake City, UT, United States
Toptal member since August 13, 2020
Bio
Curt is a Salesforce consultant and solution architect with experience in tech, healthcare, education, insurance, financial services, banking, retail, and travel. He holds multiple Salesforce certifications: System Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant. Curt's also worked on a wide range of business processes, including sales, service, customer and partner communities, knowledge, reports, dashboards, data migrations, organization maintenance, etc.
Portfolio
2nd Wind, Inc.
Mission Control, Jira, Data, Salesforce, Salesforce Lightning...
Cloud Sherpas
Agile, Jira, Data, Salesforce, Salesforce Lightning...
Dyno Nobel
Salesforce Customization, Salesforce Sales Cloud, Salesforce...
Experience
- Salesforce - 17 years
- Salesforce Reporting & Dashboards - 12 years
- Agile - 7 years
- Data Migration - 7 years
- Salesforce Service Cloud - 7 years
- Salesforce Sales Cloud - 6 years
- Salesforce Certified Platform App Builder - 3 years
- Salesforce CPQ - 1 year
Availability
Part-time
Preferred Environment
Salesforce, CRM Implementation (Salesforce), Force.com, Minimum Viable Product (MVP)
The most amazing...
...project was where I saved the client time and money during implementation and ongoing maintenance using configuration to meet their needs rather than Apex code.
Work Experience
Salesforce Business Analyst | Salesforce Solution Architect | Owner
2006 - PRESENT
2nd Wind, Inc.
- Identified the client’s business needs, requirements, and processes through discovery sessions with the client during a number of Salesforce implementation projects.
- Documented the client's requirements in user stories and then reviewed the stories with the client for completeness and acceptance.
- Designed a solution in Salesforce to meet the client's needs and requirements described in the user stories and then obtained client acceptance of the solution.
- Implemented the designed Salesforce solution using an Agile Scrum process with the full participation of the client; typically using a sandbox for implementation and testing prior to deployment to production.
- Demonstrated that user stories were completed during each sprint to the client. Provided user acceptance test (UAT) scripts for each story to the client to test.
- Developed training materials and provided training either as train-the-trainer type or directly to the end-users. Prepared a knowledge-transfer document describing changes made during implementation to the client's Salesforce system administrator.
- Imported client's historical data, e.g., accounts, contacts, leads, and more into Salesforce.
- Deployed changes to the client's Salesforce production organization and tested to confirm the organization was working as designed along with providing go-live support.
- Captured new user stories throughout the project to either complete during the project or to identify future improvements.
- Provide post go-live support and maintenance as needed.
Technologies: Mission Control, Jira, Data, Salesforce, Salesforce Lightning, CRM Implementation (Salesforce), Integration, APIs, Billing, Force.com, Salesforce Apex, Visualforce, Visualforce Pages, Apex, Lightning Components, CPQ, Minimum Viable Product (MVP), WhatsApp, Certified Salesforce Administrator, Salesforce Cloud Flow, Reporting, Workflow, Architecture, Customer Relationship Management (CRM)
Salesforce Senior Business Analyst
2011 - 2015
Cloud Sherpas
- Identified the client’s business needs, requirements, and processes and then implemented a Salesforce solution to meet their requirements.
- Documented a client's needs through user stories.
- Reviewed user stories with clients for approval.
- Implemented the user stories in a Salesforce Sandbox using an Agile Scrum process involving the clients.
- Demonstrated the user stories during each sprint to clients and provided the clients with user acceptance test (UAT) scripts for their testing.
- Deployed the sandbox changes to the client's production organization.
- Provided training to the client's end-users and knowledge transfer of the changes made during the implementation of the client's Salesforce system administrator.
- Provided go-live and post go-live support to the client.
Technologies: Agile, Jira, Data, Salesforce, Salesforce Lightning, CRM Implementation (Salesforce), Force.com, Salesforce Apex, Visualforce, Visualforce Pages, Apex, Lightning Components, Minimum Viable Product (MVP), WhatsApp, Certified Salesforce Administrator, Salesforce Cloud Flow, Reporting, Workflow, Architecture, Customer Relationship Management (CRM)
Salesforce Business Analyst and Administrator
2009 - 2011
Dyno Nobel
- Served as a salesforce administrator and was responsible for implementing and maintaining a 125 user base.
- Worked with users, executives, and developers to customize Salesforce to identify and meet the needs of the business.
- Served as a key part of the implementation: an integration with SAP to provide real-time cost and financial data to Salesforce.
Technologies: Salesforce Customization, Salesforce Sales Cloud, Salesforce, CRM Implementation (Salesforce), Force.com, Salesforce Apex, Visualforce, Visualforce Pages, Lightning Components, Minimum Viable Product (MVP), Certified Salesforce Administrator, Salesforce Cloud Flow, Reporting, Workflow, Architecture, Customer Relationship Management (CRM)
Salesforce Business Analyst and Administrator | Account Manager | Director of Customer Service
2008 - 2010
Inthinc, Inc.
- Served as a Salesforce business analyst and admin and was responsible for the implementation, maintenance, and administration of Salesforce.com for sales, marketing, customer service, and executive teams.
- Worked as an account manager and represent the voice-of-customer to Inthinc, identify new sales opportunities, sell additional products/services to our customers, find new products and features, and support marketing & sales efforts to new customers.
- Managed, as the director of customer service, technical support, installation, and warranty on driver monitoring equipment.
- Set up and maintained Salesforce to track and measure customer service performance as well as managing a staff of 15.
Technologies: Project Management, Account Management, Salesforce Sales Cloud, Salesforce, Salesforce Apex, Visualforce, Visualforce Pages, Minimum Viable Product (MVP), Certified Salesforce Administrator, Salesforce Cloud Flow, Reporting, Workflow, Architecture, Customer Relationship Management (CRM)
Vice President for Operations | Product Manager | Project Manager
2000 - 2006
GE and L-3 Communications
- Served as vice president for operations and was responsible for production, procurement, inventory control, shipping/receiving, customer service, facilities, and quality assurance.
- Managed and was responsible (as a product manager) for customer projects, product development, and marketing of GE’s driving simulation products.
- Managed large programs with schedule and budget responsibilities, identified and developed new products based on customer feedback, requirements, and surveys, and directed the marketing programs for the transportation and law enforcement segments.
Technologies: Product Management, Production, Project Management, Account Management, Minimum Viable Product (MVP), Reporting
Experience
Salesforce CPQ Implementation
Implemented Salesforce CPQ for a healthcare company that sells subscriptions to their app for emergency medical responders to calculate drug doses for pediatric patients in the field. My work included setting up CPQ for their subscription business model, including product options, block and discount pricing, and automatic renewal processes using Salesforce's CPQ.
Salesforce CPQ Update
The client's CPQ instance had not been updated for several releases. Here, we updated and tested the CPQ to ensure the client can use the current version and latest CPQ features. This Salesforce organization dates back to 2004; as such, they used a lot of Apex code for their subscription business model. This model needed to be tested for compatibility with the new CPQ release or replaced with Salesforce Workflow, Process Builder or Flows to take advantage of Salesforce's most recent CPQ releases.
Salesforce Implementation for a Grocery Retail Chain
Implemented and Maintained in Salesforce:
• Storage of auditing processes for produce, meat, price checks, code dates, and safety.
• Provided new manager training to facilitate the training of store managers to track new managers' activities as well as which stores they trained in.
• Built a territory System for the director of sales and merchandising.
• Created partner communities to allow third-party auditors to audit stores using Salesforce Mobile.
• Provided extensive reports and dashboards.
• Storage of auditing processes for produce, meat, price checks, code dates, and safety.
• Provided new manager training to facilitate the training of store managers to track new managers' activities as well as which stores they trained in.
• Built a territory System for the director of sales and merchandising.
• Created partner communities to allow third-party auditors to audit stores using Salesforce Mobile.
• Provided extensive reports and dashboards.
Salesforce Service Cloud Implementation
I implemented Salesforce Service Cloud from the FootPrints Ticketing app into an existing Salesforce organization used for sales. I set up custom fields to hold the Footprints data along with the Customer Community for self-service and migrated case data from FootPrints to Salesforce.
Certifications
APRIL 2018 - PRESENT
Salesforce Certified Platform App Builder
Salesforce
APRIL 2014 - PRESENT
Salesforce Certified Sales Cloud Consultant
Salesforce
FEBRUARY 2013 - PRESENT
Salesforce Certified Service Cloud Consultant
Salesforce
OCTOBER 2009 - PRESENT
Salesforce Certified Administrator
Salesforce
Skills
Tools
Salesforce Sales Cloud, Salesforce Dataloader, Lightning Communities, Salesforce CPQ, Salesforce Einstein, Field Service Lightning, Conga Composer, Jira, Visualforce Pages
Platforms
Salesforce, Salesforce 1
Storage
Dataloader.io
Frameworks
Lightning Components, Visualforce
Paradigms
Agile, Agile Project Management
Languages
Apex
Industry Expertise
Project Management
Other
Salesforce.com Administration, Salesforce Service Cloud, Salesforce Certified Platform App Builder, User Stories, Excel Expert, Salesforce Lightning, Salesforce Reports, Salesforce.com Data Loader, Dashboards, Salesforce Reporting & Dashboards, Certified Salesforce Administrator, Certified Salesforce Sales Consultant, CRM Implementation (Salesforce), Force.com, CPQ, Minimum Viable Product (MVP), Salesforce Cloud Flow, Reporting, Workflow, Architecture, Customer Relationship Management (CRM), Data Migration, Salesforce Community, Salesforce AppExchange, Integration, Billing, Salesforce Customization, Account Management, Production, Product Management, Data, Mission Control, APIs, Salesforce Apex, WhatsApp
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