Strong hands-on experience with Salesforce Financial Services Cloud including relationship building and mapping
Extensive experience with action plans and document checklist items
Proficiency in Leads and Internal/External Referrals options of FSC
Strong hands-on experience with Data Migration and data modeling
Strong knowledge of financial accounts and related attributes
Working knowledge of Action Plan and Action Plan Templates
Proficiency in Salesforce development, particularly with Apex, SOQL, and Flow
Extensive experience with Salesforce Lightning Web Components (LWC)
Proficiency in HTML, CSS, and JavaScript with Git version control experience
In-depth knowledge of Relationship builder, life events, business milestone, Apex, LWC, Flows, APIs, and Deployment Tools
Excellent knowledge and experience with profiles, permission sets, custom permissions, data loader, and object permissions