Salesforce project portfolio
Three Salesforce implementations built around real business systems.
Rather than showcasing isolated Salesforce features, these projects simulate complete implementations for different organizations, each solving a unique operational challenge from discovery through reporting.
skills demonstrated
✓ Business Process Optimization
✓ CRM Solution Design
✓ Workflow Automation
✓ Service Operations Management
✓ Reporting & Analytics
✓ User Experience Design
03
End-to-End CRM
Implementations
Project Overview
Salesforce projects with
practical business impact.
Nonprofit Operations • Program Management
Empower Now — Nonprofit Program Management CRM
A nonprofit workforce development program that connects participants with coaching, mentorship, training, and career opportunities while managing partnerships and program funding.
Challenge
The organization relied on disconnected spreadsheets and manual processes, making it difficult to manage participants, monitor program performance, and report outcomes.
Contribution
Designed and configured a nonprofit CRM with custom objects, automation, reports, dashboards, email templates, participant workflows, mentor matching, attendance tracking, fundraising, and impact reporting.
Outcome
Centralized program operations and reduced administrative overhead while improving visibility into participant outcomes.
CRM Data Model
Program participants, mentors, cohorts, donations, sponsorships, attendance, and impact reporting were organized into a clear nonprofit operating model.
Workflow Automation
Enrollment, mentor matching, attendance workflows, email templates, and staff follow-up were supported with screen flows and guided task creation.
Email Communications
A custom Lightning app, page layouts, list views, and program-focused navigation helped staff move quickly through participant and cohort work.
Reporting & Analytics
Reports and dashboards surfaced enrollment, attendance, mentorship activity, fundraising support, and participant outcomes for program leaders.
Role-based access and permission boundaries were shaped around program staff responsibilities and sensitive participant information.
Key features implemented
Custom Objects
Campaigns
Email Templates
Screen Flows
Reports & Dashboards
Custom Lightning App
Opportunity Management
Sales Operations • Consulting CRM
Northstar Advisory — Consulting Sales CRM
A boutique consulting firm managing business development, client relationships, consulting engagements, and revenue forecasting.
Challenge
The consulting team needed a structured CRM to organize leads, manage opportunities, track client engagements, improve sales visibility, and standardize follow-up across the business development lifecycle.
Contribution
Designed a consulting CRM with custom objects, lead management, opportunity tracking, engagement management, dashboards, security configuration, automation, and sales reporting.
Outcome
Standardized the consulting sales process, improving pipeline visibility and reporting consistency.
CRM Data Model
Leads, opportunities, client accounts, contacts, consulting engagements, contact roles, and forecast reporting were structured around the consulting sales lifecycle.
Sales Process & Pipeline Management
A focused Lightning app, record types, list views, and clean opportunity layouts helped consultants review pipeline and engagement context quickly.
Workflow Automation
Dashboards improved visibility into lead sources, active opportunities, consulting pipeline, forecast movement, and client engagement health.
Reporting & Forecasting
Role hierarchy, permission sets, and forecast visibility were organized to protect client and revenue details while supporting sales operations.
Security & User Experience
The project showed how a consulting CRM becomes more useful when sales process, engagement delivery, and reporting language are aligned.
Key features implemented
Lead Conversion
Opportunity Pipeline
Sales Process
Record Types/Page Layouts
Permission Sets
Kanban View
Forecast Reporting
Customer Support • Service Operations
ThemisOne Solutions — Service Operations CRM
A customer support organization responsible for managing service requests, case resolution, knowledge resources, and support team performance.
Challenge
Support teams needed a centralized system to manage incoming cases, prioritize work, route requests efficiently, maintain consistent service standards, and improve visibility into support operations.
Contribution
Configured an end-to-end customer support solution featuring case management, queues, Omni-Channel routing, entitlement processes, milestones, Knowledge, macros, quick actions, automation, and service reporting.
Outcome
Established a structured service operation with consistent case management, SLA tracking, and operational reporting.
CRM Data Model
Cases, queues, support teams, entitlements, milestones, knowledge articles, service console workspaces, and operational dashboards were mapped around support delivery.
Case Management
Case routing, Omni-Channel assignment, entitlement tracking, milestone visibility, macros, quick actions, and email templates supported repeatable service operations.
Service Operations
The Service Console, quick actions, case highlights, and knowledge access were arranged so agents could resolve requests without switching context.
Workflow Automation
Reports and dashboards tracked case volume, support queues, service milestones, agent activity, and resolution performance across the team.
Knowledge Management
Queue access, service roles, entitlement visibility, and knowledge permissions were configured so support teams saw the right information at the right time.
Reporting & Dashboards
A service CRM is strongest when routing, case context, knowledge, and reporting all reinforce the same support standard.
Key features implemented
Queues
Omni-Channel
Knowledge Base
Entitlements
Milestones
Service Console
Macros
Escalations
Assignment Rules
What I bring to
every project.
Whether supporting nonprofit programs, sales teams, or customer service operations, I focus on building Salesforce solutions that are intuitive to use, easy to maintain, and aligned with real business workflows. My goal is to help organizations spend less time managing systems and more time delivering results.
How I work
How I build Salesforce systems teams actually use.
Business-first workflows
Map how teams actually work before configuring fields, flows, and handoffs.
Practical automation
Use Flow and validation thoughtfully so teams move faster without brittle shortcuts.
Scalable data architecture
Clean fields, record logic, and reporting definitions so teams can trust the CRM.
Actionable reporting
Turn operational questions into dashboards that support better weekly decisions.
Available for Salesforce work
Looking for Salesforce support, process improvement, or CRM implementation?
Whether you're improving an existing Salesforce org or building one from the ground up, I'd be happy to discuss your project and explore the right solution.
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