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As a Senior Salesforce Administrator with 5 years of hands-on experience, I help businesses optimize processes, increase efficiency, and drive revenue through scalable, well-organized Salesforce solutions. As a dedicated freelancer, I support both short- and long-term engagements, leveraging my Salesforce and LeanData certifications along with a strong background in data management, sales operations, automation, and system integrations to solve complex challenges and streamline operations across teams. Core Salesforce Expertise: ✅ Salesforce Sales Cloud ✅ Salesforce Service Cloud ✅ Salesforce Experience Cloud ✅ Salesforce Sales Engagement ✅ Salesforce Integration ✅ Salesforce Customizations and Data Migration Declarative & Technical Skills: 🚀 Lightning Experience, Lightning Web Components 🚀 SOQL, SOSL, Batch, Scheduler, Platform Events 🚀 Flow Automation, Screen Flow, Validation Rules 🚀 Workflow Rules, Process Builder 🚀 Email & Email Templates Integrations & Tools Implemented: 🛠️ LeanData, Hoopla, Jira, 6Sense 🛠️ Zoom, ZoomInfo, Okta 🛠️ HubSpot, Typeform, Lead411 🛠️ Tray.AI Certifications: 🎓 Salesforce Certified Administrator 🎓 Salesforce Certified Advanced Administrator 🎓 Salesforce Certified Business Analyst 🎓 Salesforce Certified Agentforce Specialist 🎓 LeanData Advanced Certification 🎓 LeanData BookIt Certification ⚙️ Key strengths include Salesforce optimization, automation strategy, sales process alignment, data integrity, user enablement, and cross-platform integrations. I’m known for my strong organizational skills, attention to detail, and proactive problem-solving approach. I believe that positive thinking drives positive results, and this mindset fuels my passion for helping businesses improve customer engagement and operational efficiency. Curious how I can support your Salesforce initiatives? Let’s connect and explore how my skills can help your business achieve its goals.

➡️Hi there, I’m a Sr Salesforce Developer, Administrator, Consultant &Architect with 15+ years of experience working in the Salesforce Ecosystem.⬅️ I’ve worked with startups, healthcare organizations, nonprofits, retail/eCommerce brands, and enterprise teams, helping NGOs with Nonprofit Cloud/NPSP implementations, sales organizations streamline pipelines and automation in Sales Cloud, and marketing teams improve engagement and campaign operations through Marketing Cloud and Pardot. I have been helping businesses from Fortune 500 companies like J.P. Morgan, Humana, and Nissan Canada, as well as startups at different stages. I help teams design and optimize Salesforce implementations that actually scale. 💎I specialize in: Salesforce Administration & Architecture Flow Automation & Process Optimization Integrations & API Development CPQ & Operational Workflows Experience Cloud Portals Reporting & CRM Analytics Marketing Automation & Campaign Management Production Support, QA, and System Cleanup 🔹 Salesforce Product Expertise • Sales Cloud, Service Cloud, Experience Cloud • Marketing Cloud, Pardot (Account Engagement) • Commerce Cloud (B2B/B2C), Revenue Cloud (CPQ) • Education Cloud, Nonprofit Success Pack (NPSP) 🎓 Expertise Includes: Sales Cloud · Service Cloud · Marketing Cloud · Experience Cloud · Pardot · NPSP · Health Cloud · Apex · LWC · Reports & Dashboards · Integrations (HubSpot, Slack, SMS, AI/ChatGPT, Tableau, Power BI, n8n, chatbot, Zapier, and more) 💎I am located in New Jersey and work in EST, but I can work in other time zones as well 📌 Certifications: Salesforce Certified Administrator · Salesforce Platform Developer I · Salesforce B2C · Commerce Developer · Salesforce AI Associate · AWS Certified Cloud Practitioner If you’re looking for a Salesforce partner who can jump in quickly, troubleshoot efficiently, and build long-term solutions that scale, I’d love to chat about your goals. Let’s connect for a meeting and get started!

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.

As a seasoned Salesforce professional with a track record of excellence, I bring a wealth of expertise to the table. With seven Salesforce certifications under my belt, I have demonstrated a deep understanding of the platform's intricacies and capabilities. My extensive administrative experience spans across various industries, encompassing companies of diverse sizes and team structures. This adaptability has honed my ability to tailor Salesforce solutions to meet the unique needs of each organization I work with. In addition to my Salesforce prowess, I am well-versed in a range of complementary tools and technologies. My proficiency in Workato, Copado, DocuSign, CPQ, and JIRA enables me to seamlessly integrate these systems into Salesforce, enhancing overall functionality and streamlining business processes. My commitment to staying current with industry trends and best practices ensures that I provide innovative and effective solutions that drive success. With a proven track record of optimizing Salesforce implementations, I am poised to bring value to any team or project, making a measurable impact on your organization's growth and efficiency.

Ranked Top 5 on Salesforce AppExchange | 100% Job Success on Upwork. 300+ successful implementations across Healthcare, Finance, Law Firms, Manufacturing — we deliver Salesforce outcomes you can measure. Why Clients Choose Us: 🏅 Top 5 on Salesforce AppExchange — verified by Salesforce's own partner ecosystem 🏆 100% Job Success Score | Top Rated Plus on Upwork across $100K+ in delivered work 🎓 70+ Certified Professionals — Admin, Developer, Architect, Marketing, Sales, Service Cloud 🇺🇸 U.S.-Based Project Management — onshore leadership, no time-zone delays 🔄 End-to-End Delivery — Discovery → Build → Training → Post-Go-Live Support 🏢 Multi-Industry Experience — Healthcare, Finance, Insurance, Manufacturing, Nonprofit Our Core Services: ☁️ Salesforce Implementation & Setup Sales Cloud · Service Cloud · Marketing Cloud · Experience Cloud · CPQ · NPSP · Field Service Lightning · Health Cloud ⚙️ Customization & Automation Flows · Apex · Lightning Web Components (LWC) · Custom Objects · Reports & Dashboards 🔗 Integration Services HubSpot · Outlook · Slack · Tableau · Power BI · MuleSoft · Zapier · n8n · Asana · Third-party APIs 📊 Managed Support & Optimization Admin support, release management, user enablement, and continuous improvement 📅 Ready to talk? Send us a message — we typically respond within 2 hours.

Hi! I'm a Certified Salesforce Consultant with 8+ years of experience architecting and implementing powerful, scalable, and user-friendly Salesforce solutions for businesses across industries and geographies. From Fortune 500 enterprises to fast-moving startups, I have helped clients unlock the full potential of Salesforce across its vast ecosystem including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Experience Cloud, CPQ, Field Service, Financial Services Cloud, Nonprofit Cloud, and more. Whether you're planning a new implementation, fixing a cluttered org, or need a trusted partner for ongoing innovation, I can help. What I Can Help You With: - Full-cycle Salesforce implementation & architecture - Data modeling, custom schema, and record-level security - Process automation with Flows, Process Builder, and Apex - Custom development with Apex, LWC, Aura, Visualforce - API and third-party integrations (Stripe, Shopify, Slack, Outlook, Mailchimp, Twilio, etc.) - Einstein AI features setup and training - Salesforce DevOps & CI/CD using DX, Git, Gearset - Data migration from legacy systems (Zoho, HubSpot, Dynamics) - Advanced dashboards, reporting, and analytics - AppExchange consulting or custom app development - Post-go-live support, enhancements, and maintenance Over the years, I have led various successful Salesforce projects across industries such as SaaS, healthcare, finance, e-commerce, and education. I pride myself on being more than just a developer. I am a strategic partner who understands business goals and translates them into scalable Salesforce solutions. Certifications & Tools: - Salesforce Certified Administrator - Salesforce Certified Platform Developer I - Salesforce Sales Cloud Consultant - Apex, LWC, SOQL, Visualforce - Jira, Confluence, Git, CI/CD tools - Agile & Scrum project delivery Clients often describe me as proactive, responsive, and easy to work with. I communicate clearly, hit deadlines, and bring a deep understanding of both the technical and business sides of CRM. Ready to take your Salesforce org to the next level? Let’s connect and build a solution that empowers your team and drives results.