A Salesforce-based automation that dynamically delivers the correct call script to appointment setters based on lead and client criteria — replacing manual lookups and external tools. 2025 · Salesforce Lightning App Builder & Automation The challengeA mission-driven business relied on Salesforce, Monday.com, FormAssembly, and Zapier to manage leads and booking workflows. Appointment setters had to manually determine which call script to use based on lead type and client criteria — creating inconsistency, errors, and inefficiency. What I builtI designed a Salesforce solution using screen flows and custom metadata to dynamically surface the correct call script in real time. The solution accounts for multiple lead types, dozens of client variations, and highly specific scripting requirements — all within a single, scalable system. The resultSalesforce became the single source of truth for call scripting and booking. Appointment setters now see the correct script automatically, reducing manual decision-making and ensuring consistency across all calls. Capabilities Demonstrated Designing scalable screen flows with extensive conditional logic Using Custom Metadata Types to manage dynamic content Replacing external tools with native Salesforce automation Translating rigid business rules into maintainable system logic Tools: Custom Objects, Flows, Custom Metadata Objects, Monday.com, FormAssembly

A custom Salesforce app designed to manage mentorship relationships, track sessions, and automate feedback collection to improve program outcomes. 2024 · Salesforce Lightning App Builder & Automation The challengeManaging multiple mentorship relationships required a centralized system to track mentee information, session history, and engagement outcomes while minimizing manual follow-up. What I builtI designed a custom Salesforce app to manage mentor–mentee relationships, session records, and engagement data. The solution includes structured objects for tracking interactions, automated email workflows, and a post-session feedback survey to capture insights at scale. The resultThe app provides a single source of truth for mentorship activity, improves follow-up consistency, and enables data-driven improvements to mentorship effectiveness over time. Capabilities demonstrated Designing relational data models for program tracking Automating engagement workflows and follow-ups Collecting structured feedback for continuous improvement Building scalable systems for relationship management Tools: Custom Objects, Flows, Email Alerts, Experience Cloud Centralized view of mentor–mentee relationships and session history. Automated post-session feedback workflow to capture engagement insights.

A centralized internal support solution that streamlines request intake, improves visibility, and enables teams to track, prioritize, and resolve internal issues efficiently. 2024 · Salesforce Case Management & Process Automation The challengeTeams relied on scattered emails and informal requests to manage internal support needs, leading to missed requests, unclear ownership, and limited visibility into workload and resolution trends. What I builtI designed a custom internal support request application in Salesforce that standardizes intake, validates submissions, and routes requests into a structured case management process. The solution supports categorization, prioritization, and status tracking while maintaining clean, reportable data. The resultSupport requests became easier to submit, track, and manage. Teams gained a single source of truth for internal issues, improved response consistency, and access to reporting that highlighted trends, bottlenecks, and operational needs. Capabilities demonstrated Designing structured intake and case workflows Translating internal operational needs into scalable system design Implementing validation and prioritization logic for clean data Tools: Salesforce, Custom Objects, Automation User Entry Point Guided request flow that standardizes submissions and ensures complete, accurate information from internal users. Record-Level Detail A centralized request record that guides each case through clear stages while keeping all updates, decisions, and conversations in one place. Operational Management View A visual workload management view that helps administrators quickly spot new requests, prioritize work, and balance support volume in real time.

A custom Salesforce application that streamlines patient intake, automates reporting, and improves day-to-day workflow for clinic staff. 2023 · Salesforce Lightning App Builder & Automation The challengeClinic operations relied on spreadsheets for patient intake, scheduling, medications, and visit tracking, creating inefficiencies, data errors, and limited visibility into daily operations. What I builtI designed a Salesforce app that centralizes patient data, automates workflows, and structures information across four custom objects (Visits, Medications, Prescribed Medications, Patient History). Relationships, validation rules, and automations ensure accurate, efficient, and reliable operations, providing the clinic with exactly the data and functionality they need — nothing extra, nothing missing. The resultClinic staff gained a streamlined, organized system that replaced multiple spreadsheets, reduced errors, and enabled actionable reporting. Dashboards provide different audiences — staff, managers, leadership — with relevant insights to improve operational decisions. Capabilities Demonstrated Designing structured custom objects for operational efficiency Automating patient intake and administrative workflows Implementing validation rules to ensure accurate data capture Managing tasks and data to support clinic staff productivity Tools: Salesforce Lightning, Custom Objects, Validation Rules, Flows, Task Automation Custom Objects Overview Structured custom objects for visits, medications, prescriptions, and patient history centralize all key clinic data. Record Page Layout Intuitive layouts with related records keep patient information organized and accessible. Validation Rules Validation rules ensure accurate data entry and reduce errors across patient records.

A branded self-service support portal that empowers customers to find answers, manage cases, and connect with support while reducing strain on internal teams. 2024 · Salesforce Experience Cloud & Knowledge Management The challengeThe organization needed a centralized, customer-facing support experience that reduced repetitive inquiries while still providing easy access to live assistance when needed. What I builtI designed a branded self-service portal using Salesforce Experience Cloud that integrates a searchable knowledge base, case management, and live chat. The portal enables customers to resolve common issues independently while ensuring more complex requests are routed to the right support teams. The resultCustomers gained a streamlined support experience with multiple self-help and contact options, while internal teams benefited from reduced ticket volume, better routing, and improved visibility into customer needs. Capabilities demonstrated Designing user-friendly, branded self-service experiences Structuring knowledge content for discoverability and reuse Integrating live support channels with case workflows Aligning customer experience with internal support operations Tools: Salesforce Experience Cloud, Knowledge, Service Cloud, Omni-Channel Branded support portal designed for easy navigation and self-service. Integrated case and chat options for seamless escalation to live support.

A data analysis project using real market data to uncover performance trends, forecast outcomes, and support data-driven financial decisions. 2023 · Advanced Excel & Financial Data Analysis The challengeLarge financial datasets can be difficult to interpret without structured analysis, making it hard for stakeholders to identify trends, risks, and opportunities. What I analyzedUsing NYSE data, I performed in-depth financial analysis to summarize performance, evaluate profit and loss, and forecast future outcomes. The project combined advanced Excel modeling with visual reporting to transform raw data into clear, actionable insights. The resultKey trends and performance indicators were surfaced through dashboards and visualizations, enabling faster understanding of financial health and supporting informed decision-making. Capabilities Demonstrated Analyzing large financial datasets to identify trends and insights Building summary and forecasting models to support decision-making Creating dynamic reports using pivot tables and structured formulas Visualizing complex data through charts and dashboards Tools: Advanced Excel, Pivot Tables, Financial Modeling, Data Visualization Interact with my findings by clicking here!

A SQL-based data analysis project uncovering genre trends, customer purchasing behavior, and revenue insights from a music database. 2023 · SQL Data Analysis & Relational Databases The challengeUnderstanding customer behavior and revenue trends across large relational datasets requires structured querying and efficient data modeling. What I analyzedUsing a relational music database, I wrote SQL queries to analyze genre popularity, customer purchasing patterns, and sales performance. By joining multiple tables and aggregating data, I transformed raw transactional data into meaningful insights. The resultThe analysis surfaced trends in music preferences and revenue distribution, supporting strategic planning, marketing decisions, and inventory insights. Capabilities Demonstrated Writing efficient SQL queries to analyze relational datasets Joining multiple tables to uncover cross-functional insights Aggregating and summarizing data for trend and performance analysis Supporting business and strategic decision-making through data insights Tools: SQL, Relational Databases, Aggregations, Joins

Being a single parent has shaped how I work — with empathy, patience, and a strong sense of responsibility. I understand the importance of building systems that people can rely on, especially in organizations serving real communities.

Animal lover with a soft spot for organizations doing meaningful, community-centered work.

When life gives you lemons, sell 'em! I’ve been a writer since my teenage years, working across poetry, short stories, and spoken word. Writing has shaped how I communicate — clearly, thoughtfully, and with intention — whether I’m documenting requirements or explaining complex systems.