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Become A Salesforce Rockstar


25 per session - Virtual OK - Posted May 26, 2017

I will give you 30-minute trainings on how to use and/or administer the Salesforce platform to meet your goals. You decide the content--what you want to learn--and then I tailor the delivery and speed to your unique style of learning. I can also record our sessions and provide you with the recording for future reference. To give you an idea of the types of topics and functionality I can train on...

Reports & Dashboards
Security Setup & Maintenance
Build your Sales Process
Configure your Customer Service Processes
Help set up Web-to-Lead
Build Automated Reminders and Workflows
Build Complex Process Flows
Set up a Salesforce Community
Chatter Tips & Tricks
Building Email Templates
Set up Service Console
Lightning Experience Enablement & Training
Troubleshooting Custom Code Issues
Training Your Users

Or we can simply meet to design a solution together, and then give you the pointers for how to build it yourself.

I also love flowcharts and will help you think through and map out your processes using tools like Lucidchart.

Training & Qualifications

Salesforce Certified Sales Cloud Consultant
Salesforce Certified Developer
Salesforce Certified Administrator
EMBA - Executive Master of Business Administration (2017)
Certified on the Microsoft Business Intelligence Stack (SSIS, SSRS, SSAS)
TEFL - Certified to Teach English as a Foreign Language

Trading Preference: I’m flexible, just hit me up!

Reviews of Elizabeth

Justin provided unit of 30 min. consult with an attorney. for Elizabeth
Jun 10, 2017
Elizabeth was courteous and professional. We had to reschedule our consult due to a change in my availability and she responded quickly and with under...standing. show more
Erick provided Help with Logo for Elizabeth
Jun 07, 2017
Elizabeth was a pleasure to help with your logo! I loved that you where open to my ideas and embrace the design in a very smart way! Good luck with ...your project and if you ever in Raleigh NC lets have a coffee together!show more
Sean received Help with Haiku! from Elizabeth
Jun 01, 2017
Thanks for the haiku!


Join the TribeStart with 50 after offering a service.

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I am excited by the idea that we can provide value to each other by offering our own unique talents, skills and services to one other. It has already opened my mind to exchanging services that I wo...

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About Elizabeth James

I am passionate about providing value to others. I am a connector, a teacher, a listener, a coach, a mentor. I have a unique ability to understand your goals and needs quickly, and then translate that... into a solution and actionable plan. For the past several years I have been a business process and technology consultant, implementing ERP and CRM solutions with great success. It doesn't have to end there though... I can help you with almost any business challenge you are facing. I probe and ask questions to help you discover other perspectives and ways to approach the challenge. From LinkedIn: Business solutions leader with 15 years’ experience delivering enterprise technology solutions across diverse industries and company profiles, specializing in CRM and ERP implementation, business process design and development, change management, and training. Core values include developing deep partnerships with my clients; transparency, ownership, and collaboration in project teams; budget and resource stewardship; and creative solutioning. Strengths are deep functional and technical knowledge/expertise, ability to bridge the gap between business partners and technology teams in communicating business needs, identifying gaps, designing solutions and wearing many hats in cross-functional teamwork. Roles include Project Lead, Solutions Architect, Implementation Manager, Solutions Delivery Manager, Business Analyst, Account Manager, and Developer. Additional technical expertise in data migration and integrations between enterprise systems, data modeling and database design, business intelligence and data warehousing, ETL design and development, and understanding and designing enterprise metrics and more

Open to other proposals
Elizabeth James is looking for:
  • Digital Marketing
  • Web/Software Development
  • Graphic Design
  • Learning
  • Classes & Webcasts
  • Writing & Editing
  • Consulting & Coaching
  • Business
  • Marketing
  • Experiences
  • Life Coaching
  • Entertainment & Performance
  • Art & Design