David Schach, MS

• Design, build, and release Quote-Opportunity Custom Sync, a new Salesforce application to securely synchronize fields from Salesforce Quotes, Opportunities, and their Line Items
• Follow best-practices for secure and performant coding
• Submit for security review and create engaging AppExchange listing (in progress)

• Optimized and implemented functionality on Nonprofit Start Pack (NPSP) with Program Management and Case Management, enhancing the efficiency and effectiveness of services management and education programs tracking.
• Rebuilt participant and returned citizen (alumni) tracking, introducing automation to improve efficiency and accuracy in data tracking and reporting.
• Conducted data and data model cleanup, resulting in improved donor and donation tracking, ensuring accurate and reliable data for decision-making and reporting purposes.
• Implemented security based on the principles of least privilege, ensuring that users only had access to the data necessary for their job functions, safeguarding the sensitive nature of TLM's data.
• Improved system speed and performance by optimizing automations and removing update loops, particularly in workflow to flow processes, resulting in faster and more efficient data processing and system responsiveness.
• Maintained consistent and clear communication with stakeholders, explaining technical concepts and solutions in a manner easily understood by non-technical team members.

• Successfully brought an 18-month project developed in an isolated sandbox into the promotion pipeline and implemented it in Production, providing support and troubleshooting to developers and admins.
• Implemented Gearset/GitHub as CI/ALM providers, building and maintaining a promotion pipeline that supported multiple teams on short- and long-term projects.
• Implemented a governance model, removing unnecessary user permissions and transitioning to a Persona-based security model with fewer profiles and more permission sets and permission set groups.
• Implemented Okta as an SSO/MFA provider and built out user roles to leverage built-in record visibility features while enforcing minimum-required access policies.
• Initiated the modularization of the org into components/packages for easier maintenance and identified dependencies between components, resulting in reduced deployment time using unlocked packages.
• Co-designed a new integration module, transitioning from tightly-coupled systems and brittle integrations to a PubSub API event-based model, contributing to the implementation of a central Kafka bus for all SpotOn systems to use Salesforce data by subscribing to it.

• Designed and optimize Salesforce org in preparation for IPO, identifying and proposing fixes for security holes
• Created governance group, the Community of Practice, for coordinating best-practices and ensuring legal compliance across developer groups and integration teams
• Implemented new code frameworks, leading to faster-running code, providing a better user experience and ensuring system extensibility
• Started initiative to evaluate security practices within the Salesforce org and for integrations with outside systems
• Optimized existing code, focusing on code compilation and fixing failing tests, and prepared code comments for auto-documentation

• Salesforce Architect responsible for the largest Salesforce org at McKinsey
• Served as the lead quality control person for all proposed changes to org to ensure that all changes to the system did not interfere with current or future expansion. Mentored developers in best practices with code reviews and release cadence checkpoints. Implemented Gearset for release management
• Onboarded multiple groups to Salesforce, designing each project to impact other groups as little as possible while encouraging metadata reuse across the org and ensuring appropriate object, record, and field security
• Conceived and executed project to remove unused metadata, streamline security rules, and optimize business process automations leading to faster database update times and page loads
• Built integrations (direct and through SnapLogic and AppExchange products) with ServiceNow and JIRA. Cataloged existing integrations and optimized automation to improve data integrity and accuracy.
• Wrote custom user interfaces for complex business needs, using Salesforce Lightning Design System (SLDS) and JavaScript (jQuery) for an optimal user experience

• Designed and configured entire company infrastructure, including Salesforce (Education Data Architecture, Sales, Service, Marketing, Experience Clouds), Pardot, Slack, DocuSign, Google Workspace and Classroom, Zoom, Calendly, Zapier, FormAssembly, and others. All integrated with Salesforce.
• Implemented educational program admissions processes in Salesforce using NPSP EDA and custom automations, configuring analytics for informed decision-making on student admissions and performance tracking
• Designed and built integration with SquareSpace for online transactions and volunteer management, feeding data into Salesforce

• Collaborated with Splunk Salesforce team to generate and adapt Salesforce roadmap as requirements changed
• Worked with a team of engineers from different countries to optimize lead to quote to cash process by integrating Salesforce and VictorOps (now called Splunk On-Call) 

• Served as the lead architect for multi/cross-cloud projects, leveraging Salesforce's portfolio and integrating with existing enterprise systems (HR, document management, JIRA, marketing tools, email, etc.), with a focus on the healthcare vertical and other industries as required.
• Led strategic discussions with external customer CIOs, CISOs, and corporate counsel; collaborating with Salesforce core and specialist sales teams, to educate and address concerns regarding Salesforce's platform security, service delivery, application development, integration, and data management.
• Demonstrated the value of the Salesforce Platform, emphasizing its security, ease of use, and time to return on investment, resulting in increased customer adoption and satisfaction.
• Developed a vision for customers' future with Salesforce, configuring and demonstrating the art of the possible to bring that vision to life.
• Conducted comprehensive assessments of companies' application and technology infrastructure, showcasing deep familiarity with programming, application lifecycle management, hardware, software, networking, and security stack.
• Facilitated outcome-focused discussions on tools provided by Salesforce to enable HIPAA compliance across the Salesforce Platforms and Heroku.
• Acted as a subject-matter expert, platform evangelist, and presenter at marketing and customer education and enablement events such as Dreamforce, SalesforceDX/TrailblazerDX, workshops, and campfires.
• Was the team resource for discussions on multi-tenancy, enterprise integration (process orchestration, master data management, APIs), event-driven architecture, IoT, and analytics, providing valuable insights and expertise.

• Worked with CTO to rebuild real estate inventory tracking, space reservation, member check-in, and subscription finance systems using Salesforce and Zuora
• Performed code optimization and business process analysis and implementation, with full analytics coverage for executives

• Designed Salesforce Chatter archive application using the new Salesforce ConnectAPI, the first-ever application to connect Salesforce Chatter to Bloomberg Vault
• Packaged application for distribution on the Salesforce AppExchange
• Coordinated with the Bloomberg Vault Team, other Salesforce developers, and Salesforce ISV and product management teams

• Worked with product marketing to raise awareness of its products to a larger user audience
• Developed the positioning of FinancialForce Accounting and Professional Services Automation applications for Salesforce ISV partner management teams, to be presented to Salesforce core sales teams
• Maintained strong relationships with Salesforce executives, including sitting on the Salesforce Partner Advisory Board
• Redesigned and rebuilt company sales process, from marketing through inside sales, forecasting, quoting, recurring invoices and billing, and revenue recognition, improving forecast visibility and accuracy

• Built channel partner tracking system in Salesforce, integrating with outside LMS and Oracle sales databases
• Structured territories and implemented public partner finder for Juniper website
• Designed partner leveling based on multiple avenues to achieve each level
• Implemented database object design and relationships, Apex code, process automation, QA testing, and smoke testing

• Created demonstrations for larger clients and prospects, leading to record-sized wins
• As the first System Administrator for Model Metrics, streamlined and optimized internal org, which included implementing appropriate user and record security, Salesforce Content, Ideas, Mobile, compliance, email marketing analytics, Google Adwords and Analytics, and approval processes
• Formed committee to validate & improve all proposed client configurations. Worked with delivery teams to determine optimal object-relationship models for projects, and executed data-migration plans

• Custom Salesforce Application Development, AppExchange product creation, enterprise architecture advisory services, and Salesforce org optimization
• Developer Experience: Use of modern Salesforce developer tools, including SFDX, VSCode, GitHub, JavaScript, Apex, Visualforce, Lightning Experience, App Builder, LWC, Flow & custom Flow actions
• Conference speaker at events such as Dreamforce Global Salesforce Conference (x10+), SalesforceDX, Snowforce (x4), NorCal Dreamin' (x2), Cactusforce, and Salesforce user groups (x10+) in multiple countries. Panelist for Apttus and Summit on Customer Engagement. Featured guest on multiple Salesforce admin and developer webinars
• Founder and leader of numerous Salesforce community events including Snowforce Salt Lake City Salesforce conference and the Dreamforce Tweetup. Leader of San Francisco Salesforce Developer User Group
• Active member, Salesforce StackExchange community (top 4%)
• Book reviewer, "Salesforce Handbook" by Jeff Douglas & Wes Nolte
• Only non-Salesforce employee who has been the primary contributor to some of the most popular open-source Salesforce Labs projects such as SurveyForce, ActionPlans, and CanTheUser. Wrote only community-developed application for the Dreamforce conference, ChatterBINGO.
• Creator of Mass Update Contact Addresses, a popular AppExchange product
• Client list includes TurnHere, Sabrix, Teletech, Cars.com, Five9, Felicis Ventures, Scott Labs, Harris Real Estate (in addition to companies listed in work experience)

• Invited by CIO and CTO of Obama for America to present at their Chicago headquarters how Salesforce could run their contact center, coordinate VIP communications, and manage their social media and response center
• Successful presentation of proposed system, including Contact relationship management, Service Cloud, Salesforce Knowledge, Social Media integrations, and analytics
• Represented the campaign in scoping and negotiating requirements of the system with Salesforce sales and engineering team
• Asked to design and oversee the implementation and invited to move to Chicago to manage the system

Focus on HIPAA, compliance, IT systems, and decision support systems

Concentrations in Quantitative Physiology and Cellular Engineering, Pre-medicine