My approach starts with the most restrictive baseline using Organization-Wide Defaults (OWD). I then open up access methodically: vertically with the Role Hierarchy, and laterally with criteria-based or owner-based Sharing Rules. For granular permissions, I create focused Permission Sets to grant users specific object, field, or system permissions, ensuring a scalable and maintainable security architecture while avoiding profile clutter.
I specialize in designing efficient automation using Salesforce Flow. I leverage Before-Save Flows for fast field updates on the same record to optimize performance. For actions on related records or complex post-save logic, I use After-Save Flows. My designs include clear decision logic, robust error handling, subflows for reusable components, and an understanding of the Order of Execution to prevent conflicts and ensure reliability.
I am proficient in both large-scale migrations and routine data maintenance. For complex imports of up to 500,000 records, I use Data Loader for its support of all objects and robust DML operations. For simpler tasks, I utilize the Import Wizard. My process includes creating CSV files with correct Record IDs for relationship mapping, performing deduplication checks, and validating data post-import to ensure accuracy, as demonstrated in a 50,000-record migration I led.
I improve user adoption by creating intuitive interfaces. I customize Page Layouts to show relevant fields, buttons, and sections for different user needs. For a more dynamic experience in Lightning, I utilize Record Types to display different page layouts and picklist values. I also configure Compact Layouts for at-a-glance information and optimize Search Layouts to ensure users find the information they need quickly and efficiently.