Configuration and Development
Transform your Salesforce org into a powerful tool that actually works for your team. With experience across NPSP, Nonprofit Cloud, and dozens of common ISV applications, I am well versed in leveraging your available tools and systems to better meet your needs. I love digging into how your organization actually operates to help your Salesforce setup support your mission rather than cause frustration and drain valuable staff time and energy. I have worked with organizations of all sizes, from small-but-mighty fiscally sponsored organizations to national nonprofits, and understand the importance of creating a system that your team can feel comfortable owning and maintaining that lets you do your work your way, whether it contains all of the newest bells and whistles or not.
When configuration isn’t enough, I have experience with Flow, Apex, Lightning Web Components, and Visualforce. I prioritize simplicity, flexibility, and maintainability when taking on more advanced projects, which often means using point and click options in place of code, but you can trust that you won’t have to pull in outside developers that don’t understand the unique way your org works if custom code is necessary.
Training and Documentation
The best Salesforce implementation means nothing if your team can’t use it effectively. I provide hands-on training and documentation tailored to your audience – whether that’s end users who need to focus on their daily tasks, Salesforce administrators building their technical skills, or IT teams integrating Salesforce with other systems. My goal is to support knowledge transfer that sticks, whether that is through hands-on working sessions, short walkthrough videos, or more formal training sessions.
Release Management
Establish reliable, repeatable deployment processes that reduce risk and accelerate delivery. I help consulting firms and nonprofit organizations implement and manage robust DevOps workflows using a variety of deployment strategies. Having managed developer environments and led QA teams through complex development sprints, I understand the critical balance between deployment speed and quality assurance. I have experience with common tools like Copado and Gearset, as well as custom git-based setups.
Packaging and Productization
Transform your custom solutions into scalable, repeatable offerings through strategic use of packaging and deployment frameworks. With expertise in both first and second-generation packaging, Trialforce template creation, and unpackaged metadata distribution, I can help you productize solutions for efficient deployment across multiple client orgs. Whether you’re looking to build reusable templates to make your consulting more efficient or developing managed packages, I can implement and streamline the build and distribution process. This includes establishing version control best practices, establishing standards that support long-term maintainability and growth, and supporting your team’s learning and adoption.