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Project details
Hi there! I'm Ashley, a 4x Certified Salesforce professional with expertise in User Experience.
If you're like a lot of companies, you or your reps get a pit in your stomach when you have to log into Salesforce...
Some reps see Salesforce as their worst enemy - but it can only be your company's best tool for growth if everyone uses it.
Make Salesforce your happy place with customized lightning record layouts and apps, making use of the latest Salesforce user experience features:
Dynamic Forms
Dynamic Related Lists
Conditional Visibility
Screen Flows on Records
Related Records
List View Inline Editing
If you're like a lot of companies, you or your reps get a pit in your stomach when you have to log into Salesforce...
Some reps see Salesforce as their worst enemy - but it can only be your company's best tool for growth if everyone uses it.
Make Salesforce your happy place with customized lightning record layouts and apps, making use of the latest Salesforce user experience features:
Dynamic Forms
Dynamic Related Lists
Conditional Visibility
Screen Flows on Records
Related Records
List View Inline Editing
What's included
| Service Tiers |
Starter
$30
|
Standard
$75
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 7 days |
Number of Revisions | 1 | 1 | 2 |
Schema Diagram | - | - | - |
Permissions Setup | |||
Import/Export Data | - | - | - |
Admin Panel Setup | - | - | - |
Optional add-ons
You can add these on the next page.
Page Layout Training
+$20Frequently asked questions
3 reviews
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This project doesn't have any reviews.
GB
Gabrielle B.
Aug 13, 2024
Create a Salesforce for Business Development Representatives test to evaluate for relevant roles
Ashley delivered a high quality test on Salesforce for BDRs. We appreciate her expertise and attention to detail. She was a pleasure to work with.
JK
Judah K.
Mar 12, 2024
Seeking Salesforce Admin for User Experience Feedback on AppExchange application
Ashley was communicative, did a great job with our project and showed a lot of expertise around the Salesforce ecosystem. Highly recommend her as a thoughtful asset to any project.
BB
Brenna B.
Feb 2, 2024
People who work in tech and have worked with data to do a card sort study
Great to work with!
About Ashley
Salesforce Analyst focused on User Experience
100%
Job Success
Buffalo, United States - 12:36 pm local time
___
Grow your business & increase profitability by:
#1 Refining your processes, and
#2 Optimizing your Salesforce experience.
____
I specialize in process optimization and Salesforce customization while excelling at building cross-functional trust and collaboration on complex projects. My approach combines technical Salesforce expertise with a strategic & curious mindset, ensuring systems are both efficient and also user-friendly.
Salesforce Certifications:
*Administrator
*Business Analyst
*Platform App Builder
*User Experience Designer
Steps for completing your project
After purchasing the project, send requirements so Ashley can start the project.
Delivery time starts when Ashley receives requirements from you.
Ashley works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery Call
We'll do a one-hour discovery call (included in all packages) to uncover what you are looking for in your page layouts and/or custom app.
Sandbox Draft
I'll draft our project up in a partial data Sandbox (if you're not sure what this is, don't worry - it's included in your Salesforce subscription) and send it along for your approval or revision.