Commercial Real Estate Firm

Diagnosed and resolved critical Salesforce-Orum sync issues causing dynamic dialing lists to fail

Designed real-time call tracking system using Rollup Helper to count Tasks (calls) tied to Leads

Built Record-Triggered Flow to automatically mark Leads as Dead after 13 qualifying calls

Developed Auto-Convert Lead Flow and Apex Class to automatically convert qualified Leads to Accounts/Contacts

Rebuilt Salesforce page layouts for Leads and Opportunities with improved usability

Created Opportunity Record Types and dependent picklists for workflow segmentation

Evenly redistributed 4,000 Leads among 7 associate brokers using Data Loader

Reassigned 188,000 Leads from inactive users to active sales reps

Engineered scalable import strategy for 350,000+ Leads split into batches to prevent API timeouts

Built and published Salesforce dashboards tracking lead conversions, call volume, and performance

Validated and deployed Apex test classes via Sandbox to Production Change Sets

Completed Google SSO setup for seamless access

Built 3 dynamic reports: Main Dynamic, Under 100 Employees, Over 100 Employees

Created custom layouts for Associate Broker Profile with necessary field visibility