Salesforce Development

Project 1

Developed and managed Salesforce OLBB system for BMO, streamlining internal processes, enhancing data visibility, and optimizing user experience using Lightning components, Flows, and dashboards.

Project Overview

As a Salesforce Administrator for the Online Banking for Business (OLBB) project at BMO, I was responsible for customizing standard and custom objects, implementing automation using Flows and Process Builder, and managing roles, profiles, and permissions. I developed over 100 CRM reports and dashboards to support data-driven decisions and cut down update delays by 45%.

Results

  • Reduced unauthorized access by 90% through advanced security configurations.

  • Enhanced reporting speed and accuracy with 100+ reports and 75 dashboards.

  • Improved data integrity and automation with 10+ customized page layouts, validation rules, and approval processes.

  • Delivered an efficient and user-friendly CRM experience by implementing responsive Lightning components.

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