Darren S. Kowitt, MBA Salesforce Data Integration Resume ...



2x Certified Salesforce Administrator & Platform App Builder. Trailhead Profile Salesforce admin, data modeler and business analyst with deep expertise in non-profit financial reporting & reconciliation. Additional experience in wealth management and government clouds, software licenses, and elective medical services. Jr. Developer with Apex Triggers, Test Classes, Invocable Apex and Apex Callouts, as well as JSON deserialization.ExperienceBMG Labtech (Cary, NC) Contract Salesforce Admin & DeveloperOct 2020 – June 2021Inherited an under-managed Salesforce org that had neither Chatter nor Salesforce files configured, and still used notes and attachments instead of modern notes. 25 Users, enterprise edition.Leapfrogged from Cirrus insight email synchronization to Einstein Activity Capture.Product, Opp-Line Item & Quote Line-Item Hierarchy Automations ProjectProduct2 Table had 1,800 entries. Main configurable product offering: 15 advanced biochemical sample readers ranging in price from $8,000 to $95,000. Developed hierarchy grouping complex product offering of advanced biotech laboratory instruments (the core offering units ranged from $8,000 to $95,000 and these that have many configurations, replacement parts, and consumables.Used Magic Mover to convert and archive 25,000 notes and attachments to Modern Notes & Salesforce Files.Deployed MyDomain, guest user access and other release updates as required by Salesforce.Security Enhancement ProjectOrg originally had 12 users with high security risk system permissions, and no 2-Factory Authentication.User Perm Comparator and Permission Helper to define two baseline profiles for all users. Service needed its own so as to be able to share an organization-wide email address, service@.Worked with senior stakeholders to develop permission set groups to grant least privilege access needed by specialized or senior staff. Hubspot Lead Integration & Rep Governance ProjectDeveloped Process Builder and Flow Builder flows to take raw lead data from Hubspot and run assignment rules on leads.Troubleshot integration problems and presented findings to Hubspot team in Germany. Deck here.Worked with stakeholders to develop requirements for sales rep service level expectations and implemented dereliction automations when reps were not living up to their responsibilities.Reps would receive a dereliction warning email 1 business day and 2 business days after being assigned a lead. After 3 business days, the VP of Sales would get a custom notification about the behavior.Enhanced contact lightning page layout to better support selling to scientists and their lab teams.Created account hierarchies among government agency accounts and state university systems.Created approval process for my own billable work in the form of Project__c child object to Admin Spring__c master. Used custom notifications instead of email notifications. Venn Technology (Grapevine, TX) Workato Integration ConsultantSep 2020 – Dec 2020Developed bidirectional integration between Sage Intacct accounting and Salesforce on the Workato platform via Venn’s custom Sage Intacct connector for a client in medical ultrasound probes aftermarket sales and support.Used manually triggered Flows to populate the Start State SharePoint List. Created per-plan scheduled flows to export tasks as global video production staff moved video projects forward. Created flows triggered by new SharePoint Item to implement the business logic for documenting a state change in a Plan.Gigantic Bag (Summit, MS) – Salesforce AdministratorApril 2020 – Nov 2020Loaded lead and opportunity data into a fresh Salesforce Enterprise Edition org with 12 seats.Created custom reports and dashboards based upon stakeholder requirements.Conducted training sessions with users, both in groups and 1-1 to ensure they meet expectations of system use.Modern Mill (McComb, MS) –Sales Cloud Configuration ConsultantJan 2020 – Nov 2020Modern Mill sells milled lumber products and compound wood products into home building, remodeling, architectural, OEM, and dealer/distributor channels with customer-type-specific target gross margin over unit costs basis. The company offers 40 standard-dimension products in wood trim, decking, sheeting and tabletops. Standard products may have coating and painting bundles, and custom dimensions are possible and quoted based upon weight of wood consumed.Developed custom Product2 table fields to hold dimensions in inches with formula conversions to metric and then to volume*density = mass with a $/gram custom metadata value to derive unit cost basis for that product. Other calculated fields included 3- and 4-side area for consumption of coating for finished surfaces and painting, and board feet for stacking on truck beds, and milling lengths for optional mill work.Implemented 12 price books that mapped to customer types by industry segment or volume performance eligibility. The standard price book used unit cost data for un-finished, no-coating but where appropriate milled products and then derived Price Book Entry pricing from the cost basis and Price Book’s target margin.All accounts can use Samples price book but at any given point in time only one other price book.Moved Product2 table to CPQ-enabled developer instance along with subset of live data so as to trial-run the value of Salesforce CPQ.Developed automation for post-quote approval creation of draft Contract (tied back to originating opportunity) with draft Order with line items copied from accepted Sales quote’s line items.Developing framework for assessing cost/benefit analysis for Salesforce CPQ licenses are worth the expenditureConducted trial and configuration of DBSync QuickBooks Desktop to Salesforce bi-directional synchronization.Developed custom industry and industry sub-segment dependent picklists to describe the prospect and customer base in granular detail, as well as develop validation rules that ensured the proper pricebook for a given account.Assessed security and overall Salesforce configuration, identifying risks and implementing remediation around issues of: too many SysAdmin profile users; configuring MyDomain, 2-factor authentication and lightning login, SAML/SSO from G-Suite to Salesforce.Implemented Salesforce labs’ Trail Tracker app for sales rep onboarding and organizational training purposes. Implemented Einstein SearchDeveloped internal google sties to support adoption and training efforts.Conducted group training and 1:1 sessions with Sales team members.Detailed project write-up here.Alliance for Housing Solutions (Arlington, VA) – Salesforce Admin (Outsourced)July 2019 – PresentCreated QuickBooks Online to Salesforce integration via Zapier to track new institutional and household revenue on the basis of QuickBooks as the database of record.AHS maintained an idiosyncratic NPSP Household model where the majority of organizational funder staff were in the database as household members with a primary affiliation of their employer.Created Eventbrite to Salesforce integration via Zapier that would trigger Process Builder and autolaunched flows to populate an EB Event custom object, an associated event ticket campaign, and track order revenue and attendees as opportunities, contacts and leads in Salesforce.Deployed engagement plans and developed automation for remedying the lack of a ‘whatID’ referent when converting a template to a plan.Configured Salesforce Wealth Engine integration and supported users in roll-out.Stemedix (St. Petersburg, FL) – Salesforce Integration/Automation ConsultantNov 2019 – Jan 2020Inspected SF configuration for a stem cell medical tourism firm that using FB Leads and its website to populate Pardot & Salesforce via Zapier. The acting admin was not certified and thus the client org was not using Marketing/Campaigns, but rather a custom lead field Promotion__c to track the originating FB form, ad-set,& campaign for a given lead.Corrected the Zaps I inherited which did not use the “search and create if not found” action, the absence of which threw off many errors as consumers could register/respond to an ad multiple times.Created a look-up custom object, FB_Admin_Lookup__c for Zapier to use in setting the Promotion__c value.Attain/On Serve IT (Tysons, VA) – MSFT Dynamics to Salesforce MigrationSep 2019 – Dec 2019Sub-contractor to Prime Contractor for US DHS US ICS migration from legacy Microsoft Dynamics instance to Salesforce Unlimited instance with 600 users.Demonstrated Salesforce-Exchange integration configurations (Lightning Sync v. Einstein Activity capture) to facilitate the capabilities that best served the requirements and use case, as well as whether or not profile-specific organization-wide-email addresses would meet client needsCreated 20+ custom objects, validation rules, global picklist sets, page layouts and lightning record pages.Implemented complex hierarchical security and sharing model with the majority of OWS configured to private and then extended via role-based sharing and public group sharing rules to fit hierarchy & ‘Chinese wall’ requirements.Advocated that some Dynamics objects originally mapped as Custom Objects were actually better-served by global picklist.Undertook strategic revision to the field mapping of key objects: Account, Contact, Lead and important objects such as document requests, legal citation explanations and eligibility determination, as well as junction objects by which we attempted in Salesforce to synthetically create many-to-many relationships native to Dynamics. Undertook and identified non-standard field naming conventions (e.g. All Caps instead of Camel Case)Used agile Kanban tools to track user story progress by spring, as well as Confluence run by our scrum masterPorted metadata from Developer instance to QA Sandbox using Salesforce DX CLI.The Guyana Trust CGI Info (New York) – Salesforce Admin (Gig)June 2019 – Sept 2019Analyzed and imported into Salesforce Accounts and custom child objects 28 tables on school and school district performance published by New York State Department of Education Education () covering 212,000 teachers and 2.6MM Students across 6,500 schools.Imported clean CSV files via Apex Dataloader. Largest object 900,000 Rows.Udayan Care USA – Salesforce AdministratorDec 2018 – April 2019Udayan Care USA is the US fundraising arm of Udayan Care, a New Delhi, India-based orphan-care organization.Used Process Builder and auto-launched flows to set email type (work, personal) on the basis of checking the donor email domain against a list of 30 prominent consumer email domains, else classifying it as a work email – and checking the list to see whether or not to add this as a new entry. If the domain was owned by a matching gift partner, an employer/employee relationship was automatically created. Imported legacy donation data after hygiene and completeness analysis.Modeled facilities in India receiving restricted and unrestricted funding allocations by the board as NPSP GAU and allocated gifts accordingly. FileMakerPro to Salesforce Migration ETL Lead via CloudmineMarch – July 2017FEEA is a non-profit that supports members of the federal workforce with 4 program benefits. Project; migrating the FileMakerPro on-premises databases that supported their programs to the Salesforce cloud. Used Visio to model enterprise environment and interactions among the organization, its funding agencies, the employee clients, day care service providers, scholarship funders, banks distributing benefits via ACH instructions, and other constituent classes so as to configure NPSP configuration settings.Analyzed data export from FileMakerPro legacy system to develop a minimally viable schema in Salesforce and to determine what portion of the historical cache to keep live, and which to archive.Undertook data hygiene and foreign key tracking for compliance with best practices in data hygiene & auditing.Developed requirements documentation in collaboration with FEEA management, and then designed custom objects, workflows and sharing configurations to meet those requirements for sandbox user acceptance testing and production go-live.Developed custom objects, workflows and triggers to support program beneficiaries applying for benefits.Researched many form vendors’ offerings and advised FEEA to go with VisualAntidote’s FastForms which had the virtue of exposing List Views to the public web – and thus enabled us to outsource the irreducible data entry steps in the process closest to the source, the Federal Employee herself.Pilot Light Chefs NPSP Salesforce Administrator via CloudmineOct 2016 – Feb 2017Legacy Data Migration to SalesforceAnalyzed legacy gift history and Eventbrite attendance transactions (some with revenue, some without)Developed Record Type schema for Accounts, Contacts and Gifts so as to support program-specific reporting (Individual; Major Giving; Corporate; Foundation; Events). Imported 1,300 gifts and 300+ $0 attendances.Configured Non-Profit Starter Pack address validation with Smarty Streets API.Created NPSP donation levels programs and engagement plan templates to support moves management.Developed workflow field update that appended the Eventbrite access token to the foreign key field in the Salesforce record enabling one-click viewing in situ of the underlying Eventbrite record.Configured very restricted user profile and permissions to facilitate batch gift entry by volunteers.Stadia Church Planting ETL Lead via CloudmineDec 2016 – Jan 2017Stadia Church Planters: uses Salesforce to track the fundraising activities in addition to identify promising human capital for the denomination-specific Church Planting activities it seeks to foster globally. Received the raw data in an Excel workbook with a by-state tab tranches. Data represented 2,000 Church congregations nationwide with a cumulative total of 50,000 Church Planter Leads.Lead Roles: Each row of in the Excel table represented a congregtaion member prone to making a great church planter. But everyon’e ministry tyle is different, and Stadia wanted to track whether the Lead has proficiency in any (or all) of 9 different styles of ministry (e.g. Youth Pasor).Created junction object between the Lead and the Lead Role affiliation (ministry skills) for the congregation.Church Denominations: As-Is church denominations was tracked by a field on the Account (Church Record Type).Proposed and implemented a To-Be schema in which denomination was moved to its own custom object with to received look-up relationship pointers from Church Planter Leads and from Church Accounts. Justifications included enhanced reporting capabilities as well as solving the data integrity issues detailed below.13-D Asset Management (New York, NY) via CloudmineOct 2016 – April 2017Pardot Analyst & Executive CoachOffered personalized Salesforce problem solving and foundations training to a high-level executive responsible for financial market research subscription sales to increase his system use.Listened to his descriptions of a problem or the data he wanted to pull, and developed reports or filtering criteria for exporting the relevant records via Dataloader for BI analyses in external systems.Identified criteria to filter Pardot prospects in advance of his planned regional sales visits in Canada and Europe.BluePrint Wealth (Perth, Australia) via CloudmineMarch 2016 - October 2016Project ETL Lead and Outsourced Administrator ACT! To Salesforce migration. Legacy extract had 24 tables, which were mapped to Standard Salesforce objects and custom objects that support a financial services practice with complex hierarchical customer account & household models and populated by expected classes of financial products, assets and tools such as Loans, Income & Expenses Per Period, Estate Plans, Insurance Policies, Powers of Attorney, Beneficiaries, Ex-spouses, accountants and lawyers.Phase 1: Late Spring Dry RunUndertook migration of a 20% reduced scale selection from the legacy COIN database and undertook ETL.Created transformation scripts for creating Dataloader batch files as well as sequencing recipes for complex look-up & junction objects, as well as workflow rules that might need to be turned off for initial load.Identified errors and malformations, devised work-arounds, and created documentation to ensure efficiency of loading and launching under the unforgiving constraints of the final production go-live weekend.Created SharePoint site to track progress from COIN export tables into Salesforce schema and implemented error handling and remediation in SharePoint lists.Phase 2: Labor Day Weekend Full-Scale Rehearsal – Entire Production Export into Salesforce sandboxPhase 3: Production Stand-Up – Start at close of markets on Friday, had to be ready by Monday morning.32,000 accounts supported by 50 Salesforce (Wealth Manager) Users423,000 customer interactions since 2010 and an additional 314,000 tasks with outcomes248,356 attachment filesEducationColumbia Business School (MBA, Marketing)May 1997Yale College (B.A., History)May 1991Software SkillsDatabase Platforms: MS Access, SQL Server/SSMS/AzureProductivity: G-Suite, Office 365 + VisioDevelopment: Visual Studio Code; MavensMateFundraising: Salesforce NPSP & HEDA; Raiser’s Edge ................
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