DAN MAHLER

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about

Welcome to my portfolio! My name is Dan, and I am a Salesforce professional, project manager, strategist, and team leader with a passion for helping businesses optimize their processes, improve efficiency, and make a positive impact.With my experience in the industry, I have developed a deep understanding of Salesforce and its capabilities, as well as a proven track record of successful implementations and customizations. My expertise extends beyond just the technical side of things, however. With 10 years of experience in outdoor and higher education, I have become a skilled project manager, team leader, and strategist. I am adept at working with stakeholders at all levels of an organization to understand their needs and develop effective solutions that meet their unique requirements.At the heart of everything I do is a commitment to making a difference. Whether it's by streamlining workflows, improving data quality, or increasing user adoption, I believe that every optimization has the potential to drive meaningful business outcomes.

Outside of work, you'll find me pursuing a variety of interests. I'm an avid woodworker and love spending time in my workshop creating beautiful, functional pieces. I'm also a fly fishing enthusiast and enjoy nothing more than spending a peaceful day on the river. Most of all, I cherish time spent with my family and love getting outside as much as possible, whether that means hiking, camping, or just enjoying a walk around the block.I am excited to bring my skills and experience to your business and help you achieve your goals. Let's work together to make a real difference!

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credentials and skills

Certifications-Salesforce Administrator
-Salesforce Advanced Administrator
-Salesforce Business Analyst
-Salesforce Platform App Builder
-Salesforce Sales Cloud Consultant
-Salesforce AI Associate
-FormAssemblyProfessional Development-The Complete Guide to Lightning Flows (Nick Frates-Udemy)
-Certified Associate in Project Management - CAPM (Stone River eLearning)

Resume

If you would like to download a copy of my resume, please click here.

Recommendations

I highly recommend Dan for any future job opportunities. He is an exceptional individual who possesses a rare combination of personal and professional skills that make him an outstanding employee.Dan is exceptionally kind and always goes out of his way to ensure that everyone feels included and valued. His positive attitude and willingness to help others are truly remarkable and have had a significant impact on me and others around him.In addition to his kind personality, Dan is incredibly attentive to details and thoroughly checks every aspect of his work to ensure accuracy and completeness. He is technically savvy and quickly learns new technologies and software, which has made him a valuable asset to the university.Dan's marketing strategy skills have been particularly useful in his role as a Strategic Communication Coordinator. He is always looking for ways to improve marketing campaigns and find innovative solutions to problems. His creativity and ability to think outside the box have helped support several departments across campus.Dan's thoroughness, attention to detail, and dependability have made him an invaluable member of our team, and I have complete confidence in his ability to deliver results. He is a trustworthy individual who takes responsibility for his work and consistently meets deadlines.Overall, Dan is an outstanding employee who would be an asset to any organization. His determination and self-motivation make him an excellent addition to any team. I highly recommend Dan without reservation.
-Arnold Thiebaud (prior co-worker)

Dan's contributions to our project team were nothing less than top-tier. Not only did he exhibit professionalism and timely communication, but he also demonstrated a willingness to go above and beyond in assisting his colleagues and providing constructive feedback. Furthermore, he displayed remarkable adaptability in responding to the changing requirements of both our client and project manager, ensuring that our team stayed on track and delivered high-quality results.During the discovery phase, Dan's insightful questioning allowed us to gather more comprehensive business requirements and design an efficient Salesforce org. He took on the role of the primary architect of our data model and helped us visualize the final product with remarkable clarity, which made the development process much more streamlined.Dan's extensive knowledge of the Salesforce ecosystem was second only to his passion for exploring new topics within it. His contributions to the team were invaluable, and his willingness to share his insights with his colleagues made him an asset to our team.Overall, if you're looking for an experienced and dedicated Salesforce professional who can hit the ground running from day one, look no further than Dan.
-Allie McCarron (project teammate)

Dan is an exceptional Salesforce Administrator, leader, mentor, and more. He is excellent at gathering requirements, asking detailed questions, and building solutions. I have worked with Dan for over 5 years and am consistently amazed at the quality of his work. He is a valuable asset to any organization. Dan is a very quick learner and is excelling in the Salesforce Ecosystem.
-Steven Offutt (prior co-worker and mentor)

Dan has been a great administrator to work with. We were tasked with a big project that needed to be completed within a month which didn't give us too much time to complete them. I had to consult with Dan and get his thoughts on how to provide solutions a number of times. He is extremely knowledgable and was able to help me out on some of the solutions I was tasked with. Was very collaborative and willing to take the time to help me out when I needed it. Would highly recommend working with Dan.
-Jake Naugle (project teammate)

I had the pleasure of working with Dan on a project where his professionalism, down-to-earth attitude, and dedication to delivering high-quality work were truly impressive. Dan's willingness to go the extra mile and his exceptional teamwork skills helped our team to achieve our goals. His kind and approachable demeanor made him a pleasure to work with. Overall, I highly recommend Dan as a valuable addition to any Salesforce team, as his commitment and willingness to put in the extra effort will surely contribute to the success of any project.
-Irvin Dinglasan (project teammate)

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Projects

Here are some projects I have been part of. Click on the links below to access project details.

• Work Projects

• Outdoors for Youth

• Talent Stacker

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Talent Stacker Project

As a member of a highly collaborative team of four, I played a crucial role in breaking down project requirements and ensuring their successful implementation. Working closely with my teammates, we effectively communicated with our client/project manager to incorporate feedback and continuously improve the quality of our end product.In this particular project, our client utilized the Nonprofit Success Pack to track program contacts and their journey from initial Salesforce certification to eventually landing a job. To meet their specific needs, my team was tasked with completing just over sixty requirements within a tight three-week timeframe. With careful planning, diligent execution, and a keen eye for detail, we were able to deliver a highly effective solution that met and exceeded the expectations of our client.

Project Overview-Created custom objects, including junction objects, to store program information and design data table relationships-Updated page layouts to improve data organization and the end-user experience-Utilized a PDF generator from Salesforce App Exchange to produce "Member Progress Reports"-Designed a reusable template for "Member Progress Reports" using merge fields to input necessary information in a sequential manner-Compiled summary and matrix reports to display program KPIs based on daily, weekly, monthly, and yearly intervals-Implemented flows that automate business processes, improve efficiency, and reduce the chance of data errors-Organized user dashboard to present key reports and goals-Provided an org demo for project manager and client upon project completion-Developed user training videos to guide users on system use and the completion of complex tasks within the Salesforce org.

Samples of My ContributionsEnd-user training videos

Reports and DashboardsThese are samples of dashboard components and the associated reports I created.

FlowsHere are two examples of flows that I created. Both were designed to determine the eligibility of a member to become a program leader. The flows are record-triggered and update an eligibility picklist based on various data points of the member.

Page LayoutSamples of the objects, fields, and page layout for a member record. All shown data is faux.

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Outdoors for Youth

Outdoors for Youth (OFY) is a non-profit that operates a summer camp for youth. I work as their Salesforce administrator to improve data management, streamline business processes, and leverage the power of Salesforce to increase the impact of the organization.

Registration PlatformOverview
One of the bigger projects taken on for OFY was improving the registration system. OFY used a third-party registration software that worked well, but had some issues they hoped to solve:1) It was fairly expensive. Often adding $20-40 to each registration order (passed on to registrants).
2) No integration with Salesforce, requiring manual data migration.
3) Limited payment gateways.
4) The registration form only allowed one participant to be registered at a time. Parents sending multiple participants had to fill out the same form for each participant and complete separate payment transactions.

Requirements
The new system needed to meet the following requirements:
1) An easy-to-navigate UI for end-users.
2) Ability to handle multiple transactions at the same time without affecting the user experience.
3) Two-way integration with Salesforce (preferably a low to no code option).
4) Ability to pull dynamic lists from Salesforce (important for managing inventory in real-time).
5) E-signature feature to sign an assumption of risk.
6) Payment connectors for ease of processing payment.
7) Reduce the overall registration platform cost (felt by the business and registrants).Nice-To-Have
1) Ability to register multiple participants in the same registration transaction.
2) Support more than one payment gateway to reduce lower processing fees.
3) Can handle discount schemes currently used by the organization.

Solution
After looking at several options, OFY choose to go with FormAssembly as the solution to their registration platform needs.

Implementation
The implementation of the new registration platform through FormAssembly had three major components.
1) Architect and build a functional and scalable data model in Salesforce.
2) Build out the registration forms to collect the necessary information in the proper way.
3) Connect FormAssembly and Salesforce for a seamless data connection.In the end, this project provided an improved experience for OFY's clients and enhanced OFY's ability to collect and manage registration data.

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Salesforce Development

I have started venturing into the world of code recently. It is fascinating to learn and challenging to learn, but I have enjoyed it. Here are a couple development projects I have been part of.

Custom Order Creation from an OpportunityPart of my current role is QA testing. Whenever an internal release is deployed, I am responsible for understanding what is in the package and ensuring the enhancements/fixes are working correctly.During a particular release, we needed to create an order in our custom object from an opportunity to test how an "external" order functioned. While a flow may have been a suitable option, code was preferred because it matched how our client operated, and they would be using this enhancement heavily.I wrote the code to test the feature and see if it worked properly.

EPOSOrderCreation Class and Methods

Opportunity Trigger

Product Injector LWCA partner we work with needed a way to simulate a product pull from an external system (they would use this for demos). We decided that an LWC that injected certain products with an "order ID" would work well for this purpose. I developed, tested, and deployed an LWC to meet this requirement.LWC Function
-User enters an ID in the input field and hits "Sync with SIS."
-A query runs and pulls a list of products that match the entered ID (held in a custom field).
-The list of products are inserted into the order.