03/28/2025 updated

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Salesforce Consultant/Developer

Valinhos, Brazil
Worldwide
Information Technology Management
Valinhos, Brazil
Worldwide
Information Technology Management

Profile attachments

Resume-Richard-Gregorio-Lead-Dev.pdf

Agile MethodologyArtificial IntelligenceTeachingAtlassian JiraHTML5AutomationBuilding AutomationCascading Style Sheets (CSS)Cloud ComputingCOBOL (Programming Language)Continuous IntegrationData EntryIBM DB2DevOpsSalesGitHubJob Control Language (JCL)Mainframe ComputingMicrosoft Visual StudioMicrosoft SQL ServersMySQLNegotiationScrum MethodologyPl/iRequirements AnalysisSalesforce.ComSQL DatabasesStakeholder ManagementVirtual Storage Access MethodsZ/OSApex CodeBrandingReact.jsPortugueseKanbanCoaching and MentoringSalesforce Object Query Language (SOQL)Front End Software DevelopmentBootcamp
Salesforce AI/Agentforce Specialist | Trainer | Mentor | 20 Years in Tech

With two decades of experience in IT, I’ve always worked bridging the gap between tech and business, making complex tech concepts easy to understand, ensuring even non-technical folks feel empowered. Clear communication and strong stakeholder relationships are my trademarks.

What Drives Me:
I’m passionate about learning and always ready to roll up my sleeves to solve problems. Whether mentoring, building automation, or driving change, I dive right in.

Teaching & Mentorship:
- Since 2004, I’ve enjoyed teaching in various areas: from private English lessons to onboarding and hands-on tech training for new hires.

Key Wins:
- Successfully led a Salesforce Dev/Functional bootcamp for 80 candidates, achieving an 87% approval rate among those who delivered the final project.
- Led training for 30 sales pros in São Paulo in 2024 and for 26 in Mexico City in 2022.
- Automated a 4-hour lead distribution process, cutting it down to mere seconds.
- Simplified a 10-minute, multi-field data entry into a 1-minute automated process with just one input.

Tech & Tools:
- Salesforce Expertise: APEX, SOQL, Sales, Service, Experience & Data Cloud, Agentforce | AI | Einstein
- DevOps & Agile: SFDX, CI/CD, GitHub, Jira, Scrum, Kanban
- Frontend & Development: React.js, HTML5, CSS3, Visual Studio Code

Soft Skills:
- Communication Skills (English/Portuguese)
- Stakeholder management and requirements gathering with both tech and non-technical teams
- Teaching/Mentoring
- Negotiation
- Self management

Experience

Professional experience10+ years
Freelancer since2015

Languages

EnglishNative speakerPortugueseNative speakerSpanishBasic knowledge

Project history

CoE Salesforce Specialist

SysMap Solutions

Internet & IT

1000-5000 team member

- Serve as the Specialist on the Salesforce CoE, supporting a dynamic team, fostering a culture of continuous improvement and innovation in Salesforce practices.
- Agentforce & Data Cloud implementation.
- Design and develop Proof of Concepts (POCs) to support the pre-sales team, coupled with vigilant monitoring of global market trends to proactively respond to shifts within the Brazilian market.
- Delivery Lead of the internal Sales Cloud Org.
- Lead mentoring initiatives for the graduates of the Bootcamp program, focusing on professional development and practical skill enhancement in real-world applications.
- Revamp the Bootcamp curriculum designed for a group of 80 students, implementing innovative teaching methodologies to significantly enhance retention rates and the quality of education.
Skills & Tech: Salesforce Agentforce; Apex; REST API; CRM Analytics; CPQ Product configuration & price rules; LWC; Integration; Salesforce Mentorship, training & configuration

Salesforce Data Cloud & AI Architect

Minsait

Internet & IT

>10.000 team member

Joined the company's Salesforce CoE where I acted as the Data Cloud & Agentforce Architect, designing and implementing an Agentforce instance based out of an existing Data Bricks AI bot for LATAM's greatest education conglomerate

Salesforce Trainer | Business Analyst

RX Global

Marketing, PR and design

1000-5000 team member

I led training sessions for 30 in Sao Paulo, introducing them to the Salesforce Lightning implementation. Post-training, I served as their primary contact, addressing queries arising from daily operations and conducting periodic review sessions.
Beyond being the main point of contact, I collaborated in Discovery and Requirements gathering sessions with the Brazilian team and global Salesforce and business experts. Our aim was to pinpoint areas of concern before the impending migration.
Skills & Tech: Sales & Service Cloud; CRM Analytics; Salesforce CPQ; Conga Composer; Adobe Sign; SOQL; Reports; Salesforce Training & Business Analysis

Salesforce Developer

Inmar Intelligence

Marketing, PR and design

500-1000 team member

Inmar Intelligence – Oct 2023 – May 2024

I maintained Inmar's Salesforce Sales/Service/Community Cloud Org serving over 2k users. My responsibilities encompassed:
- Developing and deploying solutions using SFDX and no- code Salesforce Flows. CPQ Product configuration, price rules, discount & quote generation/template/custom scripts; Conga and DocuSign Integration
- Reviewing and refining fellow developers' code, focusing on overall codebase improvement.
I also acted as the developers' primary liaison, assisting the Admin team by:
- Filtering and analyzing bugs reported by stakeholders
- Directly engaged in bug investigation and proposing solutions, to ensure their needs were aptly addressed.
Skills & Tech: Sales, Service & Community Cloud; APEX; SOQL; Salesforce CPQ; Conga Composer; DocuSign; SFDX; LWC; REST API; Integration; Salesforce Development & Functional Analysis

Salesforce Consultant

Cielo Braspag

Banking & Financial Services

250-500 team member

Engaged on a short-term contract to address critical organizational issues, specializing in Salesforce Flow, Apex development and CPQ to recover some system functionalities and improve performance.
Skills & Tech: Finance Cloud; APEX; SOQL; CRM Analytics; Salesforce CPQ; SFDX; Azure CI/CD; REST API; Integration; Salesforce Development & Functional Analysis

Salesforce Trainer | Business Analyst

RX Global

Marketing, PR and design

1000-5000 team member

I led training sessions for 26 Sales Representatives in Mexico City & 30 in Sao Paulo, introducing them to the Salesforce Lightning implementation. Post-training, I served as their primary contact, addressing queries arising from daily operations and conducting periodic review sessions.
Beyond being the main point of contact, I collaborated in Discovery and Requirements gathering sessions with the Brazilian team and global Salesforce and business experts. Our aim was to pinpoint areas of concern before the impending migration.
Skills & Tech: Sales & Service Cloud; CRM Analytics; Salesforce CPQ; Conga Composer; Adobe Sign; SOQL; Reports; Salesforce Training & Business Analysis

Salesforce Consultant

HiveGroup NYC

Marketing, PR and design

< 10 team member

I conducted requirements gathering sessions with clients, translating their needs into specifications for the development team. For several projects, I also collaborated directly with the functional/development team.
I was tasked with crafting the implementation roadmap for a spin-off of one of the foremost furniture manufacturers in the United States.
Skills & Tech: Sales Cloud; Salesforce NPSP; CPQ Product configuration & price rules; CRM Analytics; Salesforce Connect Integration; APEX; SOQL; Visualforce Salesforce Functional Analysis, Development and Consultancy

Salesforce Developer

Cloud Kitchens

Internet & IT

1000-5000 team member

As part of an Agile team, I maintained a Salesforce Sales Cloud Org serving over 1k users. My responsibilities were:

- Collaborating with stakeholders to refine requirements.
- Developing and deploying solutions using SFDX with Git through our CI/CD pipeline.
- Reviewing and refining fellow developers' code, focusing on overall codebase improvement.

I also acted as the developers' primary liaison, assisting the Admin team by:
- Filtering and analyzing bugs reported by stakeholders.
- Determining if issues were genuine bugs or specific business peculiarities.
- Directly engaging with reporting stakeholders, either through investigation or immediate discussions, to ensure their needs were aptly addressed.

Skills & Tech: Sales Cloud; APEX; SOQL; SFDX; CI/CD; Git; REST API; CPQ; LWC; Aura; Integration; Salesforce Development & Business Analysis

Salesforce Developer / Admin

Printi

Media & Publishing

250-500 team member

I played a pivotal role in structuring the CRM department (Salesforce), collaborating closely with the team leader. Our approach involved:
- Conducting discovery meetings with stakeholders to pinpoint their team's challenges.
- Proposing potential Salesforce application solutions tailored to these challenges.

I managed the application's full life cycle, which encompassed:
- Designing the architecture.
- Development using Flow, Process Builder, and Apex.
- Integrating APIs.
- Conducting tests and deployments.
- Showcasing functionalities to users.
- Documentation and ongoing support.
Furthermore, I took the lead in training users on the newly introduced features.

Worked on the Einstein Bot construction which was deployed to help the end user obtain product information using our website

Tech: Sales & Service Cloud; Salesforce Einstein; REST and SOAP API Integration; APEX; SOQL; CRM Analytics; Aura; Visualforce; Flows; Process Builders; Workflows; Validation Rules; Salesforce Development and Administration.

Salesforce Developer

Sottelli

Internet & IT

50-250 team member

I was part of the team tasked with maintaining the existing application. My duties included diagnosing client-reported issues, rectifying them, and preparing the solutions for production deployment.

Technical Product Manager | Developer | App Trainer

SAFE.GO

Internet & IT

< 10 team member

In the startup's early stages, I wore two hats: Product Manager and Technical Product Manager. My duties encompassed:
- Assessing client needs and crafting the optimal UX for both tech-savvy and non-tech-savvy users.
- Drafting business requirements and coordinating with the tech team on task prioritization.

My responsibilities extended to:
- Training school users on the platform and instructing parents on the mobile app.
- Serving as the primary liaison post-implementation, having trained over 2,000 users during my tenure.

Furthermore, I spearheaded the application's complete transformation, transitioning from VB.NET to React and NodeJs. This overhaul included creating new API and DB instances.

Mainframe Specialist

IBM

Internet & IT

>10.000 team member

IBM (2011 – 2019) | C&A (2008) | Capgemini (2007 – 2008) | Tata Consultancy Services (2006 – 2007)
Overview:
An accomplished IT professional with extensive experience spanning multiple industry leaders, including IBM, C&A, Capgemini, and Tata. Specialized in software lifecycle management, system migration, and data unification projects, demonstrating rapid adaptability and mastery in complex environments.

Key accomplishments include leading the ETL application lifecycle in IBM's Agile team, rapidly mastering the system to deliver critical financial insights, and pioneering a Chatbot initiative. Played a crucial role in system migration projects, notably for C&A Mexico and AT&T, enhancing operational efficiencies and system integration.

In software development and maintenance, showcased expertise in Cobol systems and DB2 upgrades, adhering to high standards of quality and performance. Demonstrated exceptional leadership in project management, team coordination, cross-functional collaboration, particularly in international settings.

Possess a strong background in problem-solving, technical solution design, and process optimization, contributing significantly to system improvements and operational excellence.

Website Development

B2G Advertising Agency

Marketing, PR and design

< 10 team member

I was the responsible by developing websites using HTML, CSS, Javascript and PHP forms. I have also led a five-member team of commercial representatives, since their training until performance tracking meetings.

Private English Teacher

Yázigi

Other

10-50 team member

Mid-level developer

CPM Braxis Capgemini
Project: Systems Maintenance USAA (HCL)
Technologies: PL/I, IMS

Junior developer

Tata Consultancy Services

Internet & IT

5000-10.000 team member

Project: ABN AMRO BANK
Technologies: COBOL, PL/I, Natural, CICS, DB2, Adabas, SQL, JCL, VSAM, TSO, Roscoe, VisualAge

Certificates

Salesforce AI Specialist

Salesforce

2025

Salesforce Data Cloud Consultant

Salesforce

2025

Salesforce Platform App Builder

Salesforce

2024

Salesforce AI Associate

Salesforce

2024

Salesforce Associate

Salesforce

2023

Copado Certified Administrator

Copado

2021

Six Sigma White Belt

EDTI

2021


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