3x Certified Salesforce Administrator - United States
Mario Ortiz
I help companies streamline and maintain Salesforce platform systems that work. I have 6 years of experience as a Project Manager working on the front end of CRM platforms.
I help companies streamline workautomate tasksclean dataw/ technical supportreach success
If you're a company looking to hire a Salesforce Admin that is ready to tackle any and all problems, message me!
Hands on Experience
Cleaning .CSV files with Excel formulas for Salesforce Import
Summary
I took part in the Clicked - Data Loading session, where we received a dataset of 1,000 records that needed cleaning before being imported into Salesforce.
In the session, I presented a demonstration on cleaning records with multiple fields to a class of 239 students, showcasing the utilization of the following formulas:
IF
SUBSTITUE
VLOOKUP
ISNUMBER
I also discussed the reasons behind the inability to import certain records, such as the contact object having mandatory fields and instances of missing data. I elaborated on the necessity of formatting our data to align with the existing structure in Salesforce.
Setting up Live Agent and AI Chatbot to Handle Cases
Together, we developed a comprehensive business process map delineating the customer's case creation process, identifying potential paths, and highlighting pain points. Subsequently, we implemented an AI chatbot designed to manage customer support requests, adept at recognizing and redirecting customer utterances. This enabled the chatbot to discern when to direct customers to a live agent or retrieve information regarding their order status.
In conjunction with the AI chatbot, we also configured a live agent with omnichannel capabilities, facilitating the redirection of customer support cases to the most suitable live agent based on their expertise.
Demo video coming soon
Rapid Prototyping with Lightning Web Components In Figma
Demo video coming soon
Summary
I participated in theClicked - Rapid Prototyping with Lightning Web Components Mini Sprint, where I assumed the role of team leader for a group of 28 individuals. Our collective efforts were directed towards identifying and comprehending stakeholder pain points and priorities. Together, we collaborated on the development of a Lightning app intended for placement on the case record page. This app aimed to assist support agents in dynamically reassigning store locations on a case-by-case basis, leveraging the capabilities of the Google Maps API.
Following this, I conceptualized the Lightning app through sketches in Illustrator and conducted a session where I instructed the team on the utilization of Figma. Subsequently, I led the team in the prototyping process for the Lightning app, covering the entire journey from inception to completion in Figma. Notably, the lead designer of the course selected my Lightning app idea as the exemplar for coding in Visual Studio. The app was then deployed into an organization as a fully functional application, affirming the viability of its use cases.
My Projects
Membership Tracking org
I'm a member of the Salesforce career development program "Talent Stacker"
Member path update via flow triggers
I create a flow that would update the member path if certain fields equal a certain value.
Automations such as this allow for less end-user activity while ensuring data accuracy.
The flow helped update the member path to the correct stage while rich text banners placed on specific component visibilities help advise the end user of important notices.
Flow creation and debugging
I created a flow that is triggered when a new record is created by a member submitting a record in the experience cloud.
I included the Get Records tool to get all field values of that new record IF the member email equals an email of a member that is already in the system.
Following this sequence, I used the Update Records tool to paste field values from one object to another.
Finally, I debugged the flow before activating it in the sandbox.
Automated congratulatory email
I created a flow to automatically send new users a welcome email.
Automatic emails such as this can also help guide the customer through the proper stages of their membership as well as give them important information upfront.
More automation = Less end-user activity = More accurate data
School District org
*I created this project into a 3.2 hour instructional video where I teach students how to build this org from scratch. Can be found here Salesforce Projects.
Tracking parents, students, teachers, grades, report cards, courses, and class periods.
PDF report cards made via S-doc(App Exchange)
Used S-Doc(an app from the App Exchange) to create PDF-formatted report cards for students.
I created a document template within S-Doc to grab all fields from the student record to display, student name, report card period, class name, periods, grades, marks, and comments.
After creation, I set up the report card PDF to be saved and linked to the student for easy distribution.
I added a button to the student detail page that allows for quick PDF report card distribution via email.
Parent login portal
Implemented Experience cloud to give parents and students the ability to log into the org and view their grades and report cards at any given time.
Parent and student records can now be both contact records AND users of the org.
I granted visibility of the records they own via profiles.
I didn't stop at letting 1 school have these features, this org was created in a manner that would allow a school district to log in and have all their grades recorded.
Junction objects used to allow different students to have different grades in different classes
I created a Grades custom object as a junction object to model a many-to-many relationship between students and classes.
This allowed many different students to have many different classes while their grades are captured in the junction object.
Integrating Slack with Salesforce offers streamlined communication and enhanced efficiency by allowing users to update lead or case statuses directly from Slack messages. This seamless connection enables quick and convenient status changes without the need to navigate between platforms. Furthermore, the integration facilitates automatic notifications in Slack whenever a lead or case status is modified in Salesforce. This real-time communication ensures that relevant team members are promptly informed of changes, fostering collaboration and reducing response times. Overall, the integration of Slack and Salesforce not only simplifies workflow but also promotes real-time collaboration and communication, ultimately improving team coordination and responsiveness.
Integrating Google Drive into Salesforce brings cost-effective data management by leveraging Google Drive's extensive storage capacity, preventing the risk of exceeding Salesforce data caps and incurring additional expenses. This seamless connection also enhances collaboration, as users can efficiently share and collaborate on documents within the Salesforce environment. The synchronization ensures real-time updates and promotes data consistency. Moreover, the integration provides scalability, allowing businesses to adapt to growing data volumes without compromising efficiency. In essence, the synergy between Google Drive and Salesforce not only optimizes data handling but also delivers financial savings and operational flexibility.
Certifications
Salesforce
Everything else
What can I do?
I lead efforts in helping understand the company's needs and I design solutions to those problems
WORK EXPERIENCE
Talent Stacker
Jr. Salesforce Admin
Lead client sessions to understand priority items and create documentation. Customized Salesforce to better streamline daily tasks and actions.
Shryne Group Inc.
Retail Graphic Coordinator
Implemented new business processes for vendor procurement and project management tracking for retail store branding.
CA Signs
Project Manager
Typically managed 3-4 multi-million dollar long-term interior signage programs for hospitals, stadiums, and universities.
