ABOUT ME

I’m Carla — a Senior Salesforce Consultant, Developer, and Digital Solutions Architect who specializes in designing high-impact, enterprise-grade Salesforce solutions that transform operations, elevate customer experience, and drive measurable business outcomes.

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.

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⚙️ SYSTEMS I SPECIALIZE 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.

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🔧 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

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• Egnyte Integration — centralized document storage + automated file syncing

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• CloudFiles & PandaDoc — proposal automation, dynamic document generation, and PDF delivery

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• Accounting & ERP Ecosystems
  (NetSuite + Boomi integrations, financial data flows, and operational syncs)

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• Smart Apartment Data — automated lead + account creation from external property intelligence feeds

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• Marketing Systems Integrations

  • Email engagement tracking

  • Real-time campaign data sync

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I deliver end-to-end technical solutions involving design, configuration, automation, security modeling, troubleshooting, and user enablement.​​​​​​​