Emma-Jayne Bailey
Salesforce Administrator
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About
Salesforce Certified Administrator passionate about Salesforce and keen to keep learning and progressing in the Salesforce eco-system. Recently decided that I wanted to re-focus my career to Salesforce and decided to retrain with the highly regarded Supermums. I have been working with a non-profit on their donor onboarding processes and a project to clean up many years of duplicates and NPSP anomalies.
This work resulted in automating a new contact entry process, saving users many hours a month, and cleaning up their database to enable much more efficient mail-outs.
Experience
NASS Internship (March 2023 – July 2023)
Worked for NASS to make Salesforce more effective. Multiple projects resulting in more efficient use for the system and reduced user-hours a month.
- Screen Flow created
- Database is searched for duplicates before a contact is entered. Flow created in a Sandbox and then put into Production via a Change Set.
- Documentation
- Training manual for the New Contact Flow
- Full documentation of all work covered during Internship
- Security Health Check
- Recommended changes made
- Duplicate Rules
- Rationalized and enforced appropriate duplicate rules - Users could ignore warnings and create duplicates. Introduced flow to guide user through the donor onboarding process.
- User/Security Changes
- Created new profile tiers to reduce the reliance on administrator users and improve overall security. Initiated the move away from profiles towards more specific permission-based user settings.
- Created account, contacts, opportunity and user records, page layouts, updated picklist values and new fields on Opportunity Object. Created sales processes and paths
- Created Sales and HR Team profiles with relevant permission sets
- Set OWDs and Product Based Role Hierarchies
- Created team specific Homepages
- Set-up approval processes and Flows to automate closed won email to CEO.
Passionate about helping people mack the best of themselves
- Client base of 30 with very high client retention
- Online presence developed through COVID and continued due to its success
- Motivational, targeted and enjoyable sessions resulting in lots of referred clients
Worked as general administrator for this successful vendor of gas analytics software into the up-stream energy sector. I managed client relationships, delivered proposals, project managed the delivery team and assisted in the eventual sale of the business to a venture fund.
- Client Management
- Project Management
IT Consultant, Gartner (1996 - 2006)
Worked in a global team primarily delivering SAP benchmarking projects across multiple industries. Responsible for data capture, interpretation and analysis. Attended pre-sales meeting as the product specialist, lead kick-off meetings, collected data and then presented results.
- Project Management
- Co-authored research papers with Gartner Research
- Data collection, analysing, report writing and presenting
- Involved in multiple, concurrent projects, working with different internal teams to deliver.
Education
University of Sussex (1991-1995, includes 1 year at UCSC), American Literature BA 2:1
St Bartholomew’s School Sixth Form (1989 – 1991), 3 A Levels
Supermums Salesforce Administrator Course, Nov 2022 – June 2023
Salesforce Ben Flow Course, May 2023
Pluralsight BA Course, May 2023