Carla Robertson
Salesforce Consultant / Developer
I’m Carla Robertson, and I invite you to explore my journey, experiences, and accomplishments as a Salesforce Consultant. From my humble beginnings in sales and marketing to becoming a Salesforce guru, this portfolio showcases my dedication, problem-solving skills, and passion for Salesforce. Have a look around, check out some of my work, and feel free to send me a message or schedule a time for us to speak. Join me as I share my story, projects, and expertise. Let’s connect and explore the world of Salesforce together.
About Me
About Me
What makes me different from the average consultant is my rare combination of technical expertise and real-world sales leadership. I understand how organizations operate, how users think, and how revenue is generated — and I build Salesforce systems that reflect those realities with precision and efficiency.
Over the past decade, I’ve led and delivered complex Salesforce initiatives across Sales Cloud, Service Cloud, Experience Cloud, and Pardot (Account Engagement), with a focus on automation, integration, process optimization, and scalable system design. I take pride in building solutions that are not only technically strong but deeply aligned with an organization’s strategic goals.
Systems I Specilize in
I deliver expert-level services across:
Sales Cloud – lead capture, pipeline architecture, forecasting, revenue acceleration
Service Cloud – case management, escalations, omni-channel, customer service optimization
Pardot (Account Engagement) – campaign automation, lead scoring, nurture journeys, ROI metrics
Experience Cloud – custom portals, automated onboarding, client access, departmental workflows
Platform Automation – Flows (record-triggered, screen flows, scheduled flows), Apex, validation logic
Security Model – permission sets, role hierarchies, sharing rules, external access control
Reporting & Dashboards – executive metrics, KPIs, team scorecards
Quality Control Systems – automated client feedback cards, satisfaction surveys, and service follow-ups
Every solution is built with scalability, governance, data integrity, and long-term maintainability in mind.
Integrations & System Architecture
I have architected and implemented multiple enterprise integrations, including:
Twilio — automated two-way SMS communication
Outbound messaging triggered by Salesforce
Routing customer responses to specific departments
Automated notifications for sales, operations, and support
Egnyte Integration — centralized document storage + automated file syncing
CloudFiles & PandaDoc — proposal automation, dynamic document generation, and PDF delivery
Accounting & ERP Ecosystems
(NetSuite + Boomi integrations, financial data flows, and operational syncs)
Smart Apartment Data — automated lead + account creation from external property intelligence feeds
Marketing Systems Integrations
Email engagement tracking
Real-time campaign data sync
I deliver end-to-end technical solutions involving design, configuration, automation, security modeling, troubleshooting, and user enablement.
Resume
Summary of Qualifications
Proactive, detail-oriented Salesforce Consultant / Developer with 10+ years of experience optimizing business processes, architecting automation, and delivering scalable Salesforce solutions. Specialized in Salesforce Integrations, Service Cloud, Experience Cloud (Digital Experience/Partner Portals), Pardot (Account Engagement), Flow automation, and Sales Cloud optimization across construction, real estate, energy, and nonprofit organizations.
Expert at translating business requirements into technical solutions, improving operational efficiency, and driving user adoption through training and strategic system design. Strong background aligning technical builds with business priorities and executive goals.
2023-2025
Salesforce Developer
Camp Construction
Houston, TX
Architected, designed, and deployed advanced automation using Flows, Apex and Validation rules, supporting full lifecycle processes for Leads, Estimating, Opportunities, and Proposals.
Built and maintained custom Lightning Components and dynamic user experiences, improving productivity for Sales, Estimators, Operations, Marketing and Executives.
Integrated Smart Apartment Data into Salesforce, automatically generating Leads and Property Accounts, improving efficiency & data quality.
Partnered with Marketing to implement Pardot (Account Engagement), track email engagement, and automate campaign execution.
2022-2023
Salesforce Administrator
Nine Energy Service
Houston, TX
Partnered with leadership & business units to refine business processes, ensuring system scalability and alignment with operational needs.
Managed user roles, profiles, permissions, and advanced data operations.
Built automation using Apex & Flow; created documentation & training materials for high adoption.
Supported integrations from external systems ensuring seamless data flow.
2018-2022
Salesforce Administrator
Viking Service Group
Houston, TX
Created & configured Salesforce users, workflows, validation rules, and security controls.
Leveraged and set up AppExchange products to develop solutions, managed bulk data loads, and change requests.
Monitor Salesforce org performance and security, managed package installations, and access management.
Created and updated reports and dashboards to meet evolving business needs and ensured proper training and understanding.
2012-2018
Director of Business Development
Viking Service Group
Houston, TX
Led business development initiatives to grow the company portfolio and identified key targets to increase department growth.
Supported the company with bidding, re-bids, and benchmarking and worked closely with operational leadership on continuous improvement and business excellence.
Engaged in sales activities outside of the office, face-to-face, including, but not limited to, creating relationships with customers to develop a clear, complete understanding of their potential business issues and needs.
Innovated and improved processes, provided training, support, and motivation to inside and outside sales personnel while maintaining sales reports.
2010-2012
Sales Manager
Stratus Building Solutions
Houston, TX
Developed new prospects and accounts through cold calls to local businesses and delivering persuasive sales presentations.
Created and delivered comprehensive proposals and contracts, consistently meeting and exceeding monthly sales quotas.
Fostered positive customer and vendor relationships.
Screened applicants and provided ongoing training, support, and motivation to enhance sales team performance.
2006-2009
Account Executive
Jani-King International
Houston, TX
Initiated and developed new client relationships through cold calling and effective sales presentations.
Created and delivered tailored proposals, consistently exceeding monthly sales quotas.
Maintained positive customer relations and kept detailed sales reports for performance tracking.
Professional Skillset
- Salesforce Lightning
- Sales Cloud
- Service Cloud
- Flow Automation
- Field FX
- Apex
- Dell Boomi
- IT Integration
- Freshdesk
- Twilio
Expertise in Action
Contact
Let’s Collaborate on Your Next Big Idea
Your next project deserves strategic planning, expert execution, and measurable outcomes — let’s make it happen.
- (832) 292-1911
- CarlaRob832@icloud.com