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I’m a Salesforce Developer & Consultant with 10+ years of hands-on experience helping businesses streamline operations, close deals faster, and scale with smart CRM strategies. Over the years, I’ve worked with clients across the world, and beyond, delivering tailored Salesforce solutions that solve real business challenges, whether it’s optimizing sales processes, improving service operations, or building scalable custom apps. 🔹 What I Do Best Salesforce CPQ / Revenue Specialist - Configure, Price, Quote automation that simplifies complex sales cycles. Custom Development (Apex, LWC, Visualforce) – Clean, scalable, and future-ready code. Automation (Flows, Process Builder, Triggers) – Reduce manual tasks and boost team productivity. Integrations & APIs – Salesforce ↔ third-party tools (Marketing, Finance, Support, Analytics). Data Migration & Cleanup – Ensure accuracy and reliability across legacy systems. Sales & Service Cloud Consulting – Set up scalable, user-friendly solutions for growth. Salesforce Clouds: Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Agentforce, CPQ, Field Service, API's I bring over 10+ years of hands-on experience in Salesforce development, business growth, and CRM strategy, helping businesses streamline operations, generate leads, and scale faster with smart, tailored solutions. 👉 My approach is simple: understand your business challenges first, then design Salesforce solutions that actually solve them. I focus on delivering results that improve efficiency, drive adoption, and create measurable business impact. 📌 Why Work With Me? I bring 10+ years of proven expertise across industries like SaaS, Healthcare, Finance, and Retail. I don’t just “implement Salesforce,” I align it with your business goals so it drives measurable impact. If you’re looking for a reliable Salesforce partner who understands both the technical and business side of CRM, let’s connect. I’m here to help you make Salesforce work harder for your business.

I’m a Salesforce Revenue Cloud Architect with strong hands-on experience in CPQ, Billing, and Revenue Cloud Advanced (ARM). I’ve spent several years designing and delivering quote-to-cash solutions for complex sales models, with a focus on product and pricing setup, contract lifecycles, and approvals. In Salesforce CPQ and Billing, I’ve led multiple large implementations covering subscriptions, MDQ, consumption-based pricing, amendments, renewals, and Cancel & Replace. Through catalog rationalization, pricing-rule redesign, and approval simplification, I’ve helped reduce pricing and approval-related issues by 30–40%, shortened quote turnaround time by 20–25%, and reduced amendment-related rework by 25%+. More recently, I’ve been leading end-to-end architecture for Revenue Cloud Advanced (ARM) transformations. This includes running discovery, defining future-state product and pricing models, and guiding delivery teams through implementation. These efforts have helped teams reduce rework by 20–30%, improve amendment and renewal stability, and establish scalable foundations for subscription and usage-based revenue models. I’m comfortable owning architectural decisions, partnering closely with project managers and business stakeholders, and acting as a trusted advisor from early discovery through post-go-live stabilization—ensuring solutions are scalable, maintainable, and aligned with long-term business goals.

Salesforce AI Consultant specializing in Data Cloud, Agentic AI (Agentforce), Health Cloud, and CPQ. I help enterprises unify customer data, deploy autonomous AI agents, and streamline quote-to-cash, with 20+ Salesforce certifications and hands-on delivery across Sales, Service, and Health Cloud implementations. What I Deliver- * Data Cloud - ingestion, harmonization, identity resolution, Calculated Insights, Segmentation, Activation * Agentforce Life Sciences expertise with industry knowledge and AI capabilities * Agentic AI - Agentforce agent design, prompt, topic and action configuration, Einstein Copilot customization * Health Cloud - care plans, provider and patient data models, HIPAA-aware architecture * CPQ - product catalog, pricing rules, approval flows, quote-to-cash automation * Apex, LWC, Flow, REST and SOAP integrations, org migrations, AppExchange application development Certifications- * Salesforce Certified Administrator * Salesforce Certified Platform App Builder * Salesforce Certified Advanced Administrator * Salesforce Certified Sales Cloud Consultant * Salesforce Certified Service Cloud Consultant * Salesforce Certified Platform Developer I * Salesforce Certified Platform Developer II * Salesforce Certified Agentforce Life Sciences Consultant Highlights- * Converted JavaScript Button code from Salesforce Classic to Lightning Components * Salesforce Classic to Lightning Migration * Lightning Component and Lightning Web Component Development * Salesforce DX Implementation Salesforce Nonprofit- * Volunteers for Salesforce Sales Cloud- * Custom Territory Management Solution with Collaborative Forecasting * Proposal Management System with Conga Composer and DocuSign * Account, Opportunity, Lead, Contact and Campaign Management Service Cloud- * Open CTI * Live Agent * Service Cloud Console * Entitlement Management * Contract Management * Knowledge Management Marketing Cloud- * Lists and Data Extensions * Data Retention * Subscriber Key * Unsubscribe Management * Send Logs * Automation Studio * Contact Builder * Journey Builder * Marketing Cloud Connect * Dynamic Content * VAWP * AMPscript Commerce Cloud- * Front-end Development * Back-end Architecture * HTML, ISML, CSS, SCSS, SASS, Demandware, jQuery, JavaScript, AJAX, JSON, Gulp, XML Salesforce Integrations * Cloud storage and calendar integrations * Desktop and Online accounting system integrations * Route management integrations * Cloud object storage integrations * Salesforce Einstein * Enterprise content management integrations * Payment gateway integrations * Social media platform integrations * Content management system integrations * DocuSign and Conga Composer * PHP, Java, .NET and CMS integrations using SOAP APIs * MySQL middleware integrations * Chatter Files, Attachments and Content Version integrations for Partner Community users AppExchange Applications- * Custom AppExchange application development * Enterprise security and document management applications Experience Cloud- * Highly customized Customer and Partner Communities Additional Experience- * Field Service Lightning * Salesforce CPQ * FinancialForce Customization Pardot- * Salesforce and Pardot integration * Dynamic Lists * Automation Rules * Segmentation Rules * Drip Campaigns * Responsive Email Templates * Responsive Landing Pages * Form Handlers * Multi-step Forms * Engagement Studio * Code Tracking * Registration and Contact Forms * Cross-client compatible email development WordPress- * Plugin Development * Theme Development * PSD to HTML * SEO Optimization Full Stack * JavaScript * .NET * PHP * Ruby on Rails * Python * React Mobile App Development * Native iOS and Android applications integrated with Salesforce * Swift * HTML5 * Angular * Laravel * MySQL * React Native * Cross-platform applications using Node.js

𝗦𝘁𝗶𝗹𝗹 𝘂𝘀𝗶𝗻𝗴 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗹𝗶𝗸𝗲 𝗮 𝗱𝗮𝘁𝗮𝗯𝗮𝘀𝗲 𝗶𝗻𝘀𝘁𝗲𝗮𝗱 𝗼𝗳 𝗮 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗲𝗻𝗴𝗶𝗻𝗲? That's exactly what I fix. 𝙏𝙤𝙥 𝙍𝙖𝙩𝙚𝙙 · 100% 𝙅𝙤𝙗 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 · 𝙎𝙖𝙡𝙚𝙨𝙛𝙤𝙧𝙘𝙚 𝘾𝙚𝙧𝙩𝙞𝙛𝙞𝙚𝙙 𝘼𝙙𝙢𝙞𝙣𝙞𝙨𝙩𝙧𝙖𝙩𝙤𝙧 · 𝙎𝙖𝙡𝙚𝙨𝙛𝙤𝙧𝙘𝙚 𝙊𝙛𝙛𝙞𝙘𝙞𝙖𝙡 𝙋𝙖𝙧𝙩𝙣𝙚𝙧 I'm Mariana, Salesforce consultant and founder of Palm Consulting, a certified Salesforce Partner. With 1,600+ hours and 28 projects completed on Upwork, I specialize in turning underperforming orgs into systems that generate real revenue. I work with US-based companies across Real Estate, SaaS, Nonprofits, E-commerce, and Professional Services. What they all had in common when they came to me: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝘄𝗮𝘀𝗻'𝘁 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗶𝗻𝗴 𝘄𝗵𝗮𝘁 𝗶𝘁 𝘀𝗵𝗼𝘂𝗹𝗱. 𝗧𝗵𝗮𝘁'𝘀 𝘄𝗵𝗮𝘁 𝗜 𝗳𝗶𝘅. No unnecessary complexity. No overengineering. Just systems your team actually uses. 𝗪𝗵𝗮𝘁 𝗜 𝗱𝗼: 𝗔𝗴𝗲𝗻𝘁𝗳𝗼𝗿𝗰𝗲 & 𝗔𝗜 ▸ Agentforce setup, configuration, and Cloud architecture ▸ AI-powered lead qualification and opportunity routing ▸ Intelligent task automation and workflow triggers ▸ AI-driven alerts and decision logic inside your org 𝗦𝗹𝗮𝗰𝗸 + 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 ▸ Real-time deal alerts and pipeline notifications in Slack ▸ Approval workflows, renewal reminders, and task routing ▸ Slackbots for sales teams, ops teams, and managers ▸ Bidirectional sync between Salesforce records and Slack channels 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗖𝗼𝗿𝗲 𝗖𝗹𝗼𝘂𝗱𝘀 ▸ Sales Cloud: pipeline structure, lead automation, forecasting ▸ Service Cloud: case management, SLAs, ticketing systems ▸ Nonprofit Cloud (NPC): donor management, grants, program reporting ▸ Experience Cloud: portals, partner communities, self-service hubs ▸ Marketing Cloud: journeys, lead nurturing, segmentation 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻, 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 & 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 ▸ Full implementations from scratch: clean, documented, scalable ▸ Messy org audits and CRM re-architecture ▸ Flow Builder automation to eliminate repetitive manual work ▸ Data migrations from spreadsheets, HubSpot, Zoho, or any legacy CRM ▸ Third-party integrations: Stripe, QuickBooks, Mailchimp, Zapier, Google ▸ Executive dashboards and reports your leadership will actually open 𝗪𝗵𝗮𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗴𝗲𝘁: ▸ A Salesforce org built around how your team actually works, not a generic setup they ignore ▸ Pipelines that move leads forward automatically, not manually ▸ Full visibility for managers without chasing down reports ▸ Hours per week back for your sales and ops teams ▸ A system that grows with your business, not one you'll need to rebuild in 12 months One client booked a 30-minute consultation and turned it into a year-long engagement. That's the kind of work I'm here to do. If you're investing in 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲, 𝗔𝗴𝗲𝗻𝘁𝗳𝗼𝗿𝗰𝗲, 𝗼𝗿 𝗔𝗜 and not seeing results, I can tell you exactly what's in the way. ▸ 𝘽𝙤𝙤𝙠 𝙖 30-𝙢𝙞𝙣𝙪𝙩𝙚 𝙎𝙖𝙡𝙚𝙨𝙛𝙤𝙧𝙘𝙚 𝘼𝙪𝙙𝙞𝙩. 𝙄'𝙡𝙡 𝙧𝙚𝙫𝙞𝙚𝙬 𝙮𝙤𝙪𝙧 𝙤𝙧𝙜 𝙖𝙣𝙙 𝙜𝙞𝙫𝙚 𝙮𝙤𝙪 𝙖 𝙘𝙡𝙚𝙖𝙧, 𝙥𝙧𝙞𝙤𝙧𝙞𝙩𝙞𝙯𝙚𝙙 𝙖𝙘𝙩𝙞𝙤𝙣 𝙥𝙡𝙖𝙣. 𝙉𝙤 𝙥𝙞𝙩𝙘𝙝. 𝙅𝙪𝙨𝙩 𝙖𝙣𝙨𝙬𝙚𝙧𝙨.

Is your Salesforce org doing the work, or adding more work? Most Salesforce implementations become the thing they were meant to replace. 🏆 𝟭𝟬𝟬% Job Success Score across every completed Salesforce engagement 📊 +$𝟱𝟬𝟬𝗞 new business in month one on a B2B lending Salesforce rebuild, application cycle cut to 𝟭 day 💼 CEO at Trinity Relationship Management, a dedicated Salesforce agency serving US-based clients ✅ 𝗜𝗧𝗜𝗟 𝗩𝟰 𝗗𝗶𝗿𝗲𝗰𝘁, 𝗣𝗹𝗮𝗻, 𝗜𝗺𝗽𝗿𝗼𝘃𝗲 certified, 𝟭𝟬+ years in enterprise IT and CRM platforms ⚡ Specialized across Sales Cloud, Service Cloud, Marketing Cloud (Pardot and MCAE), Experience Cloud, and Data Cloud 🎯 Full team coverage: Salesforce Administrator, Salesforce Developer, Salesforce Consultant, and Marketing Cloud implementation ⭐⭐⭐⭐⭐ "Matthew has been amazing and I will hire again in the future. He'd been great for my company!" (Salesforce CRM Administrator engagement, 𝟰𝟴𝟮 hours delivered, 𝟱.𝟬 rating across 𝟮 client reviews) As the CEO of Trinity Relationship Management, I run a dedicated Salesforce agency partnering with US-based companies to design, implement, administer, and develop Salesforce solutions that actually get used. My team builds Salesforce around how you sell and operate, not the other way around: custom Lightning UI, custom objects, Apex, native Salesforce apps, and cross-cloud architectures for B2B lenders, insurance agencies, medical distributors, real estate investors, nonprofits, and enterprise SaaS teams. We live inside Salesforce every day, not as generalists. 🔶 B2B Lending Application Platform (Financial Services): +$𝟱𝟬𝟬𝗞 new business in month one | application cycle cut from multi-day to 𝟭 day | Salesforce + lender API + MCAE 🔶 Salesforce Operations Center (Enterprise SaaS): retired fragmented third-party stack | native Sales Cloud, Service Cloud, Experience Cloud, and e-signature on one platform 🔶 Real Estate Investment Operations: custom Project object for property pipeline | underwriting-aligned opportunity stages | custom Sales homepage with KPI dashboards 🔶 Insurance Agency Transformation: bulk application submission | dynamic quote generation via custom object | unified Marketing Cloud + Sales Cloud + Sales Engagement 🔶 EasySign: Trinity's native Salesforce document generation and e-signature product, multi-signer routing, PDF generation, audit trail, no envelope limits 𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢 ✅ Salesforce Administration: user management, org cleanup, permission sets, data quality, reports and dashboards ✅ Salesforce Implementation: Sales Cloud and Service Cloud rollouts scoped against your actual sales and support workflows ✅ Salesforce Development: Apex, Lightning Web Components (LWC), triggers, batch jobs, REST and SOAP integrations with external systems ✅ Salesforce Native App Development: we built EasySign, our native document generation and e-signature app with multi-signer routing, merge fields, PDF generation, and audit trail, zero external dependencies ✅ Custom Salesforce Object Architecture: custom objects, bespoke Lightning UI, opportunity stage design aligned to your business model (lending, real estate, insurance, SaaS, nonprofit) ✅ Marketing Cloud and Account Engagement (Pardot/MCAE): journey builds, email deliverability, lead scoring, SMS campaigns, Marketing Cloud to Sales Cloud handoffs ✅ Data Cloud: unified data modeling, identity resolution, activations across Sales Cloud and Marketing Cloud ✅ Salesforce CPQ and Revenue Cloud: quote-to-cash builds, price rules, approval flows, product catalog architecture ✅ ITSM on Salesforce: Service Desk case management, SLA automation, ITIL-aligned support workflows ✅ Salesforce Talent: fractional Salesforce Administrator and Salesforce Developer staffing for agencies and in-house teams that need senior help fast 𝗪𝗛𝗢 𝗜 𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛 🎯 US-based companies running Salesforce that want a senior Salesforce partner, not a low-bid admin 🎯 B2B Lending, Insurance, Medical Technology, Real Estate Investment, Education, Nonprofit, and Enterprise SaaS teams needing Salesforce built around their specific business model 🎯 Founders, RevOps leads, and CRM owners who need Salesforce work done right the first time 🎯 Teams looking for dedicated Salesforce capacity: implementation, ongoing admin, custom development, native app builds, or Marketing Cloud buildouts 🎯 Engagements with real scope, not quick Salesforce fixes or 30-minute tasks 𝗠𝗬 𝗣𝗥𝗢𝗖𝗘𝗦𝗦 1️⃣ Discovery: free 30-minute call, we scope the Salesforce work, the constraints, and what success looks like 2️⃣ Proposal: fixed-scope or retainer options with clear Salesforce deliverables and timeline 3️⃣ Build: my team delivers Salesforce Administrator, Salesforce Developer, implementation, custom objects, native app work, or Marketing Cloud with 24/7 ITSM-backed support Send me a message or invite me to your Salesforce project. Happy to jump on a quick call this week to scope the work.

I help companies fix and scale their CRM and revenue systems. Most teams don’t need more tools. They need Salesforce, HubSpot, and their internal systems to actually work together. For the past 15 plus years, I’ve been designing and building CRM ecosystems that connect: - Salesforce and HubSpot - Custom-built CRM platforms - NetSuite and financial systems - eCommerce and operational tools The result is a single, reliable system for pipeline visibility, marketing attribution, and revenue operations. What I Typically Fix - CRM pipeline data that sales teams don’t trust - Marketing attribution that doesn’t tie to revenue - Duplicate and inconsistent data across systems - Manual processes slowing down operations - Disconnected platforms (CRM, ERP, Marketing, Product) Core Expertise Salesforce - Sales Cloud, Service Cloud, Experience Cloud, CPQ / Revenue Cloud - Marketing Cloud and Account Engagement (Pardot) - Apex, Lightning Web Components, Flow automation - API integrations (REST / SOAP) - Data modeling, governance, and large data volume design HubSpot - Marketing, Sales, Service, CMS, and Operations Hub - Lead lifecycle design and automation - Marketing attribution and pipeline tracking - Salesforce and HubSpot integration architecture - Custom CRM Development (25+ Years) This is where I differentiate. I don’t just configure CRMs. I build them when needed. - .NET / C# enterprise applications - Node.js and React-based CRM platforms - Custom data models and workflow engines - API-first architecture for scalability NetSuite & Revenue Operations - NetSuite integration with Salesforce and HubSpot - Quote-to-cash and financial data synchronization - Order, billing, and revenue workflows - CRM ↔ ERP data ownership and governance Full-Stack Development (React Focus) - React applications connected to CRM systems - Backend services (Node.js, .NET, APIs) - Integration layers across CRM, ERP, and product systems - Scalable architecture for high-growth environments Integration & Architecture - I design systems, not just connections. - API-first architecture (REST, GraphQL, webhooks) - Event-driven integration patterns - Middleware and workflow orchestration - Cross-platform data governance and ownership rules Common platforms: Salesforce, HubSpot, NetSuite, Shopify, Stripe, DocuSign, Twilio, and internal systems AI Inside CRM I implement AI where it impacts operations: - Lead scoring and prioritization - CRM data enrichment - Automated workflows and decisioning - AI embedded inside Salesforce and HubSpot processes Experience Work delivered for companies including: - Bloomberg - Cargill - CoStar - Porsche - MIT - Humana - Across SaaS, healthcare, financial services, education, real estate, and eCommerce. How I Work I focus on architecture first. - Define system ownership (what lives where) - Fix data structure and pipeline logic - Build integrations that don’t break at scale - Deliver systems teams actually use Best Fit Projects - Salesforce architecture and complex integrations - HubSpot implementation and automation design - Revenue operations system design - CRM rebuilds or migrations - NetSuite ↔ CRM integration - Custom CRM or React-based platforms