International Budget Partnership

Salesforce Consultant

• Configure the integration between Salesforce and the DocuSign eSignature package
• Debug processes in the Salesforce and FormAssembly integration
• Update document templates for Conga Composer document creation and integration
• Build workflows including: scheduled reminder emails to IBP staff, confirmation emails to partners, approval workflows for partner reports
• Review and improve IBP’s use of the Salesforce Lightning platform
• Implement configuration changes, support data cleanup, troubleshoot bugs, and provide user training