Luis Salazar

Certified Salesforce Administrator

Luis Salazar professional photo

About Luis

Luis Salazar is a dynamic and data-driven strategist with a knack for revenue operations and technology consulting. Luis loves optimizing processes, crafting effective Go-To-Market strategies, and turning data into actionable insights. With an MBA and an engineering background, he is also proud to hold 4 Salesforce certifications. Luis currently splits his time between consulting for an AI Fintech company and Salesforce-related volunteering for BIT-linked organizations.

Coffee Roasting Business

Business Need: A coffee roasting business wants to track orders, coffee roasts, and cases.

Opportunity to track sales

  • Products and Price Book to get amount
  • Path for guidance
  • Flow to auto-create renewals

Coffee Batches Custom Object to track roasting

  • Master-Detail relationship with Opportunity
  • Roll-up Summary from Opportunity Product
  • Reporting & Dashboard for analytics

Experience Site

  • Topics and FAQ’s articles
  • Capture & track Cases via Einstein Bot, Flow & Apex