Bamion Porter

Salesforce Support Analyst (Financial Service Cloud) @Cresset

Greenville, SC, US
EMAILS
b••••••@cressetcapital.com
MOBILE NUMBERS
+18•••••••87

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WORK HISTORY

Oct 2022 — Present

Salesforce Support Analyst (Financial Service Cloud) @Cresset

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Cresset refers to Cresset Capital Management, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset through its affiliates Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered Investment Advisors.* Worked as a Salesforce Admin by providing day to day end user training and support.* Administrated and monitored Salesforce Sales Cloud instance by creating workflows for automated lead routing, lead escalation, and email alerts.* Created Profiles, Roles based on Organization role hierarchy and implemented Record-Type and Field-Level security and configured sharing settings.* Imported accounts and contacts data through SFDC data loader wizard.* Worked with various Salesforce standard objects ie Contacts, Leads, Opportunities, Accounts and Campaigns.* Develop and created customized reports, dashboards and page layout.

EDUCATION

N/A

University of South Carolina Upstate

Bachelor's Degree, Business Administration and Management, General

ABOUT BAMION PORTER

Results-driven Salesforce Support Analyst with 3+ years of experience providing technical support and expertise on the Salesforce platform. Proven ability to address user queries, resolve technical issues, and collaborate with development teams to enhance Salesforce functionality. Strong technical proficiency, exceptional problem-solving capabilities, and effective communication skills.

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