Lee M Beardshaw Independent Salesforce.com Administrator & Implementation Manager Events attended in 2014 Salesforce1 World Tour London ‐ 22 nd May Salesforce Essentials Leeds ‐ 17 th June Reading ‐ 18 th June Glasgow ‐ 24 th June Dublin ‐ 1 st July Manchester ‐ 3 rd July Birmingham ‐ 8 th July ADDRESS Ledston Hall, Hall Lane, Ledston West Yorkshire, WF10 2BB PHONE 07592 546397 EMAIL [email protected] References Chris McClellan RAM Tracking [email protected] Parminder Bharath NimbusPoint [email protected] James Collett Salesforce.com [email protected] Dreamforce ‘14 San Francisco ‐ 13 th ‐ 16 th Oct Rules, Escalation Rules, Workflow (Rules/Tasks/Alerts/Field Updates), Approval Processes, Reports, Dashboards, Report Types, Validation Rules, Formula Fields, Forecast Hierarchy. Territory: Hierarchies, Rules & Assignments. Communication Templates: HTML Letterheads, Email & Quote Templates. Data: Mass Transfer, Delete, Create and Update, Data Migration, Data Management, De-Duping, Merging, Cleansing. Security: Sharing Rules, Field Accessibility, Password Policies, Session Settings, IP Range Company: Currencies, Fiscal Year, Business Hours. Productivity & Collaboration: Create Content, Chatter Feed Settings, Chatter Groups, Search Settings, Ideas & Answers Settings. Mobile Configuration. AppExchange product installation/deinstallation, customisation and configuration. I specialise in assisting businesses with Salesforce.com implementation, configuration and ongoing support whilst offering best practice and training to drive user adoption. I also undertake short-term contractual work and ad-hoc projects and development at extremely competitive rates. I work closely with Salesforce.com and a number of accredited partners to ensure deadlines are met and expectations are exceeded. In addition, I regularly attend SFDC events worldwide and I am a member of several user groups - this enables me to keep up to date with the latest updates and releases and AppExchange products. I am currently seeking opportunities to assist businesses with SFDC implementation, configuration, training, administration and support. To find out more, please drop me a line at [email protected] or feel free to call on 07592 546397. Here are some of the ways in which I may be able to assist you; Set up and customisation: Users, Roles, Profiles, Public Groups, Custom Objects, Standard Objects, Custom Fields, Page Layouts, Custom Buttons & Links, Queues, Assignment Rules, Auto-response Sales Cloud, Service Cloud, ExactTarget Marketing Cloud, Salesforce1 Platform, Chatter, Communities, Pardot, Work.com, Data.com.
Salesforce Consulting Services
Aug 18, 2015
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Lee M Beardshaw Independent Salesforce.com Administrator & Implementation Manager
Events attended
in 2014 Salesforce1 World Tour London ‐ 22nd May Salesforce Essentials Leeds ‐ 17th June Reading ‐ 18th June Glasgow ‐ 24th June Dublin ‐ 1st July Manchester ‐ 3rd July Birmingham ‐ 8th July
ADDRESS Ledston Hall, Hall Lane, Ledston West Yorkshire, WF10 2BB
PHONE 07592 546397
EMAIL [email protected]
References
Chris McClellan RAM Tracking [email protected]
Parminder Bharath NimbusPoint [email protected]
James Collett Salesforce.com [email protected]
Dreamforce ‘14 San Francisco ‐ 13th ‐ 16th Oct
2
Rules, Escalation Rules, Workflow (Rules/Tasks/Alerts/Field Updates), Approval Processes, Reports, Dashboards, Report Types, Validation Rules, Formula Fields, Forecast Hierarchy.
Territory: Hierarchies, Rules & Assignments.
Communication Templates: HTML Letterheads, Email & Quote Templates.
Data: Mass Transfer, Delete, Create and Update, Data Migration, Data Management, De-Duping, Merging, Cleansing.
Security: Sharing Rules, Field Accessibility, Password Policies, Session Settings, IP Range
Company: Currencies, Fiscal Year, Business Hours.
Productivity & Collaboration: Create Content, Chatter Feed Settings, Chatter Groups, Search Settings, Ideas & Answers Settings.
Mobile Configuration.
AppExchange product installation/deinstallation, customisation and configuration.
1
I specialise in assisting businesses with Salesforce.com implementation, configuration and ongoing support whilst offering best practice and training to drive user adoption. I also undertake short-term contractual work and ad-hoc projects and development at extremely competitive rates.
I work closely with Salesforce.com and a number of accredited partners to ensure deadlines are met and expectations are exceeded. In addition, I regularly attend SFDC events worldwide and I am a member of several user groups - this enables me to keep up to date with the latest updates and releases and AppExchange products.
I am currently seeking opportunities to assist businesses with SFDC implementation, configuration, training, administration and support. To find out more, please drop me a line at [email protected] or feel free to call on 07592 546397.
Here are some of the ways in which I may be able to assist you;
Set up and customisation: Users, Roles, Profiles, Public Groups, Custom Objects, Standard Objects, Custom Fields, Page Layouts, Custom Buttons & Links, Queues, Assignment Rules, Auto-response
Sales Cloud, Service Cloud, ExactTarget Marketing Cloud, Salesforce1 Platform, Chatter, Communities, Pardot, Work.com, Data.com.
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