Technical Expertise

A comprehensive overview of my skills and proficiency levels across various technologies and platforms

Core Salesforce Platform

User & Access Management

Profiles, Permission Sets, Role Hierarchy, Sharing Rules, OWD, Field-Level Security, Delegated Administration

9/10
BeginnerExpert

Lightning Platform

Lightning App Builder, Custom Objects, Fields, Record Types, Page Layouts

9/10
BeginnerExpert

Sales Cloud

Lead/Opportunity Management, Sales Processes, Forecasting, Territory Management

8/10
BeginnerExpert

Service Cloud

Case Management, Knowledge Base, CTI Integration, Service Console

9/10
BeginnerExpert

Health Cloud

Care Plans, Clinical Data Models, Provider/Patient Management, EHR Integration Concepts

8/10
BeginnerExpert

Experience Cloud

Community Builder, Custom Themes, Portal Management, Content Management

6/10
BeginnerExpert

Field Service Lightning

Work Orders, Service Appointments, Scheduling, Mobile App Configuration

6/10
BeginnerExpert

FinancialForce/Certinia/Custom PSA

Professional Services Automation, Revenue Management, Billing Integration, Project Management, Resource Allocation

7/10
BeginnerExpert

CPQ (Configure, Price, Quote)

Product Bundles, Price Books, Quote Templates, Pricing Rules, Discount Schedules

6/10
BeginnerExpert

Process Automation

Flow Builder

Record-Triggered Flows, Scheduled Flows, Screen Flows, Autolaunched Flows, Subflows

7/10
BeginnerExpert

Other Automation

Process Builder, Workflow Rules, Approval Processes, Assignment Rules

9/10
BeginnerExpert

Validation & Business Rules

Validation Rules, Formula Fields, Roll-Up Summary Fields

8/10
BeginnerExpert

Agentforce

Trailhead Courses

3/10
BeginnerExpert

Development

Apex & Visualforce

AI-Assisted

Apex Triggers & Classes, Visualforce Pages, Lightning Web Components (LWC)

3/10
7/10 with AI
BeginnerExpert

Python

AI-Assisted

Scripting, Automation, Data Processing

2/10
7/10 with AI
BeginnerExpert

JavaScript/TypeScript

AI-Assisted

Web Development, React Applications

2/10
7/10 with AI
BeginnerExpert

React

AI-Assisted

Component Development, State Management

2/10
7/10 with AI
BeginnerExpert

Analytics & Reporting

Reports & Dashboards

Custom Report Types, Matrix Reports, Joined Reports, Dashboard Filters, Dynamic Dashboards

9/10
BeginnerExpert

Business Intelligence

Third-party BI tools integration

8/10
BeginnerExpert

Integration & Data Management

Data Tools

Data Loader, Dataloader.io, Data Import Wizard, Syvia

9/10
BeginnerExpert

API Integrations

API Integrations, Data Mapping, Naming Conventions

8/10
BeginnerExpert

Data Quality

Duplicate Management, Data Quality Rules, Mass Transfer Records

9/10
BeginnerExpert

External Data

Salesforce Connect, External Objects, AppExchange

8/10
BeginnerExpert

DevOps & Deployment

Release Management

Change Sets, Copado Essentials, Metadata API

9/10
BeginnerExpert

Version Control

GitHub, GitHub Actions, Salesforce CLI/SFDX basics

7/10
BeginnerExpert

Debugging & Troubleshooting

Debug Logs, Audit Trail, Logs, Org Compare, Dev Console

9/10
BeginnerExpert

Project Management

Agile/Scrum

Sprint planning, backlog grooming, Requirements Gathering, Business Process Mapping

8/10
BeginnerExpert

Business Analysis

User Stories, Acceptance Criteria, Requirements Documentation

8/10
BeginnerExpert

Atlassian Suite

Jira, Confluence - ticketing, documentation, sprint management

8/10
BeginnerExpert

Collaboration Tools

Microsoft Teams, Slack, Chatter, Loom, Zoom

9/10
BeginnerExpert

Other Applications

Microsoft Dynamics CRM

Basic configuration, user management, workflow customization

5/10
BeginnerExpert

MS Suite

MS Excel, MS Word, PowerPoint, Power BI

9/10
BeginnerExpert

Databases

Airtable, Knack, Supabase, Smartsheets

7/10
BeginnerExpert

Diagramming

Lucidchart, Draw.io, Schema Builder

8/10
BeginnerExpert

Marketing Platforms

Pardot, Marketo, ExactTarget, HubSpot, Constant Contact, Act-On

7/10
BeginnerExpert

Survey & Feedback Tools

Alchemer, Survey Monkey, Fillout, Hoopla

7/10
BeginnerExpert

Document Management

Nintex Drawloop, Conga Composer, DocuSign, PDF Butler, Titan, PandaDoc

8/10
BeginnerExpert

AI Tools

Claude (Anthropic)

Code generation, documentation, problem solving

8/10
BeginnerExpert

ChatGPT

General assistance, code review

8/10
BeginnerExpert

GitHub Copilot

Code completion, suggestions

7/10
BeginnerExpert

Bolt.new

Rapid prototyping, web development

7/10
BeginnerExpert

Apify Web Scraping

Data extraction, automation

6/10
BeginnerExpert

Security & Compliance

GDPR

Data privacy, right to be forgotten, consent management

8/10
BeginnerExpert

HIPAA/PHI/PII

Data Mask, security rules, business associate requirements

8/10
BeginnerExpert

Salesforce Shield

Data Encryption, Field-Level Security, Object/Record Level Security

7/10
BeginnerExpert

Authentication

SSO, MFA, Login Flows, OAuth, Shield Encryption concepts

8/10
BeginnerExpert

Audit & Monitoring

Login History, Field History Tracking, Setup Audit Trail

9/10
BeginnerExpert

Proficiency Scale

1-2
Beginner
Basic awareness, learning fundamentals
3-4
Foundational
Can perform with guidance
5-6
Intermediate
Independent work capability
7-8
Advanced
Strong expertise, can mentor others
9-10
Expert
Deep mastery, thought leadership