Hire the Best Salesforce Sales Cloud Consultant in California

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.

Customer-oriented 10x Certified Salesforce Solutions Architect with 8 years of client-facing experience working with RevOps leadership to build Salesforce out to ensure it helps meet long term strategic company goals. I provide guidance and direction for companies using Salesforce with +1k users and 10's of thousands of community cloud licenses, specializing in Sales Cloud, Experience Cloud, and Marketing Cloud. As a former Psychological Operations Sergeant, Army Paratrooper, and graduate of manufacturing engineering from California Polytechnic State University, San Luis Obispo (Cal Poly SLO), I use a mix of problem solving, critical thinking, and interpersonal skills to design and implement meaningful solutions that will help you and your end users. Some (but not all) of my relevant Salesforce skills: * Developing cross departmental workflows to ensure smoother business operations. * Complete implementation project lifecycle from requirements gathering, architecting, to implementation. * Building Salesforce automations in a scalable method. * In-depth knowledge in multiple 3rd party RevOps tools and general knowledge on how to find new products and assess client fit based on strategic objectives. (Gong, Outreach, Zoominfo, etc). * Reviewing API documentation and planning custom integration workflows in order to connect to external systems efficiently. * Strategic assessment, guidance, and long term recommendation of entire tech stack to meet company goals. * Training "Accidental Admins" on the basics of backend Salesforce automations. * Detailed level of documentation that will prevent you and your future admins from headaches down the road. Relevant Salesforce Certifications: Application Architect, Integration Architect, Sales Cloud Consultant, Data Architect, Sharing and Visibility Architect, Platform App Builder, Data Cloud Consultant, Certified Administrator, Development Lifecycle and Deployment Architect, Platform Developer 1.

I am a consultant, developer and architect splitting my time between in Norway and the US specializing in Salesforce.com development, administration and integration and was a Salesforce Developer World Championship Finalist. I currently hold 12 Salesforce.com certifications that can be verified via their certification verification tool online. I have also completed my MBA with UCLA Anderson focusing on marketing, finance and IT/operations management. I have over 14 years of salesforce.com development and architecture experience in advanced administration, cross-platform integration, web integration and workflow process design. I have also designed and built integrations between salesforce.com and PHP websites, Mailchimp, Pardot and Marketo utilizing native integration tools as well as custom-development with the Salesforce.com SOAP and REST APIs. Unlike other "IT-only" contractors who do not have an MBA or a business background, I'm well equipped to advise your business or project on process engineering/design and business strategy. During my last 3 years at my previous employer, I used both my technical skills and business knowledge to build a new platform and business division adding 20% to annual revenues. As you can see from my profile, I have tested in either the top 10%-20% for Salesforce.com, PHP and business strategy, marketing and management. Certifications: Salesforce Certified Platform App Builder Salesforce Certified Sales Cloud Consultant Salesforce Certified Service Cloud Consultant Salesforce Certified Community Cloud Consultant Salesforce Certified Platform Developer I Salesforce Certified Platform Developer II Salesforce Certified Administrator Salesforce Certified Data Management Architecture Designer Salesforce Certified Sharing and Visibility Designer Salesforce Certified Integration Architecture Designer Salesforce Certified Development Lifecycle and Deployment Designer Salesforce Certified Application Architect Skills: Salesforce.com Admin, APEX Development, Visualforce, Lightning, Webservice APIs Wordpress MySQL PHP HTML CSS Javascript/jQuery

Salesforce-certified CRM Professional with several years of experience delivering scalable Salesforce solutions. Skilled in optimizing sales, marketing, and success processes as part of RevOps teams, with expertise in automation, data management, and system integrations. Proven ability to gather requirements, lead implementations, and deploy user-friendly solutions that align with business goals. Experienced in cross-functional collaboration, training, and driving user adoption to maximize ROI on CRM investments. Adept with tools like HubSpot, Outreach, and data analysis technologies, bringing a unique blend of technical and business acumen. Projects: Lead qualification, lead routing and assignment, lead scoring, lead management, account grading and prioritization, territory model, data technographics, data modeling, business systems automation and sync Other systems/technologies: SalesLoft, Outreach, LinkedIn Sales Nav, Zoominfo, Zapier, Hubspot, Planhat, Clearbit, Sonar, Slack, Jira, Confluence, JavaScript, SQL, SOQL, Excel/Google Sheets, Google Drive, Dataloader, Git, CPQ, Tableau

Hi, I'm a Sr. Salesforce Developer with over 8 years of experience in Salesforce development, including Apex, Triggers, LWC and I'm a Certified Salesforce Administrator with extensive experience with Flows, Role Hierarchy, Workflow Rules, Validation Rules, Custom Object and Fields and more. In addition, I have over 15 years of experience in Software Development (Salesforce, NetSuite, HubSpot, Shopify), Web Design (Websites, WordPress), Integrations (APIs, Salesforce, Zoominfo, HubSpot, Shopify, Payment Processing and more) and PHP, Python, Angular, React. My FOCUS is solely on the client's needs. I work hand-in-hand with my clients and walk through every step of the process to deliver exactly what the client needs I do what the client requests and go beyond their expectations; this entails • Clearly understanding the client's business • Clearly understanding the client's need and request • Design exactly what the client's request using Wireframes, Specifications, etc. • Keep client constantly informed of the progress of the project by using tools to monitor the work; Jira, Trello Boards, Slack, etc. Experience: • Software Development o Salesforce; Lightning, Apex, Triggers, Declarative (Flows, Reports, Dashboards), Community Portals and more o NetSuite; SuiteScript, Integrations, Workflows, Reports o Websites; WordPress, Django, Heroku o PHP, Python, JavaScript, Angular, React • Integrations o Salesforce Integrations; Websites, Forms, Zoominfo, HubSpot, Shopify o Payment Processing Integrations ; Stripe, Authorie.net, QuickBooks PayPal and more o Created many custom REST API • Platforms o Salesforce; Sales Cloud, Sales Engagement, CPQ, Salesforce for Nonprofit (NPSP), Pardot, Marketing cloud o NetSuite o AWS EC2 o WordPress o Heroku • Database (SQL Server, MySQL) o SQL Server o MySQL o Mongo • Architecture o Extensive knowledge of Salesforce, NetSuite, websites o Ecommerce/Shopping Carts • Magento • Wordpress/WooCommerce • Shopify Sample Projects • Built a new Salesforce Instance ("Quick Start Implementation"); the requirement called for converting the client's management case website to Salesforce. This project consisted of creating Lightning components to match client's case management system and automatically create Leads based on business rules • Implement API integrations for client's website so Leads are created in Salesforce automatically. In addition, based on fields entered on the website by prospect, Leads assigned to designated sales teams • Ecommerce; worked with most Payment Processing Gateways (Authorize.net, Stripe, PayPal, etc.) • Create Reports and Dashboards for eCommerce and Wealth Management companies for analytical and research. • Integrated Salesforce Computer Telephony Integration (CTI) with client's phone system; in addition integrating phone system with Salesforce, the application also auto populates data based on incoming number and "click-to-call" functionality • Create integration between QuickBooks and Salesforce so users can see the status of pending and paid invoices within Salesforce. • Ecommerce Salesforce Integration: Integrated an Ecommerce solution for a Leading National Warranty Company which the site now provides ability to purchase contracts from the company's website utilizing custom Salesforce REST services The following are steps I take with my clients which has proven time and time again the finished products meets the client's goals: Step 1 - Design: Understand exactly what the client needs. This involves collaborating closely with the client and then provide client written design specifications Step 2 - Implement: Implement exactly what the client requested Step 3 - Test: Thoroughly test all components of the request and we don't finish testing until client approves the work Step 4 - Deliver!

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.