Joanna Marie Patinio
Salesforce Administrator
Las Pinas City
Summary
Personable and detail-focused candidate with robust understanding of Salesforce best practices and proactive approach to problem-solving. Proficient in managing Salesforce configurations and database management, with skills in user training and data analysis. Capable of driving organizational efficiency and optimizing CRM functionality.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Salesforce Admin
MULTIFAMILY RENTAL PROPERTY
07.2023 - 01.2025
- Facilitate Data Management issues like importing records to Salesforce using importing tools (DataLoader, Dataloader.IO, Import Wizard, Workbench, etc.) and exporting records from Salesforce
- Set up Field Level Security across all department
- Configure Flow to automate business process using elements and components
- Programmed In-App Guidance to improve user experience while educating them with the processes configure based on their roles and profiles
- Usage of standard objects like Accounts, Contacts, Opportunity, Lead, Campaign and many more
- Creation and modification of relevant standard and custom fields, validation rules, Lightning record pages, page layouts, permission sets based on these departments: Leasing, Maintenance, Turnover, Marketing and Admins
- Created and Implemented case assignment rules, case escalation rules and entries
- Proactively identify opportunities to business processes by conducting a regular check-ins with users, stake holders
- Enhanced Salesforce system efficiency by optimizing workflows, automating processes, and streamlining data management.
- Customized user interfaces according to specific departmental needs while maintaining a consistent overall experience across the platform.
Freelance SF Admin
HEALTH INSURANCE COMPANY
05.2022 - 06.2023
- Worked on standard and custom Objects, Record Types, Layouts, & Fields
- Changed password for multiple users, freeze and unfreeze user
- Educated team members to all changes through User Acceptance Training
- Served as the subject matter expert (SME)
- Implemented queues creation and Assisted other Support Representative as part of the SME/ Floor Support role
- Collaborate with stakeholders to understand business needs and translate them into Salesforce solutions by attending daily and weekly meetings
- Enhanced client satisfaction by delivering high-quality work within deadlines.
- Adapted quickly to changing project requirements, demonstrating flexibility and adaptability under pressure.
Education
Bachelor of Science - Business Administration with a major in Human Resource Management
PAMANTASAN NG LUNGSON NG MARIKINA
Marikina City, Philippines 06.2012 - 04.2016
Skills
Salesforce customization
Salesforce configuration
Report building
Workflow management
Lightning experience
Certification
Certified Salesforce Administrator Passer, 01/04/25, 5588931
Timeline
Salesforce Admin
MULTIFAMILY RENTAL PROPERTY
07.2023 - 01.2025
Freelance SF Admin
HEALTH INSURANCE COMPANY
05.2022 - 06.2023
Bachelor of Science - Business Administration with a major in Human Resource Management
PAMANTASAN NG LUNGSON NG MARIKINA
06.2012 - 04.2016