Garrett Uffelman — Salesforce Systems Analyst

Experience

Salesforce Systems Analyst at Custom Truck One Source

2021 – Present

• Implemented Service Cloud platform and support Sales Cloud, serving 500–1,000 users, integrating ERP systems (Infor M3, RentalMan) via REST APIs for real-time inventory and order visibility
• Built custom CPQ flows with LWC and multi-dimensional discount matrix spanning item and sales hierarchies
• Engineered custom survey system on Experience Cloud, building object linking and automated send scheduling that native tooling lacked
• Architected Five9 CTI integration (screen pop, call recording, IVR routing with custom holiday logic) and WebRTC video chat for in-browser customer troubleshooting
• Deployed 6sense Conversational AI for automated lead generation—$5M+ revenue in the first two years
• Designed Case QC workflow to flag equipment defects before rental—75% reduction in rent-ready faults
• Led 10+ major releases with continuous delivery; coordinated UAT, training, and developer mentorship

Consultant at GarrettKeith Consulting

2020 – Present

• Built React web platform for appliance rental business integrated with Square API for contracts, invoicing, and inventory management
• Designed secure infrastructure for hedge fund to execute equities/options trading strategies with core workflow automation
• Implemented secure online payment processing and digital patient intake for dental practice
• Developed portfolio and booking website for Crafted Fate Art Collective using Svelte and modern web technologies

Application Specialist at NESCO Specialty Rentals

2020 – 2021

• Supported Fleetwave ERP for 300 users—4-hour avg response time, 92% first-contact resolution
• Built ASP.NET middleware integrating VERTEX tax API for high-volume, compliance-accurate tax calculations across rental transactions
• Owned full BA-to-developer lifecycle: gathered requirements, designed solutions, and implemented SQL queries and stored procedures

Projects

Video Chat for Service Cloud

In-browser video support built with WebRTC and Lightning Web Components, enabling agents to conduct live troubleshooting sessions directly within Salesforce.

WebRTC LWC Service Cloud

Campfire.chat

Discord-style real-time chat application built in Go, demonstrating backend architecture, WebSocket communication, and concurrent programming.

Go WebSockets Backend

Salesforce Backup Utility

Automated metadata and data extraction tool for Salesforce orgs, built with the Metadata API for scheduled backups and version control.

Salesforce Metadata API Automation

CPQ Approval Dashboard

Executive-facing LWC displaying quote lines pending approval with bulk approval functionality, streamlining the CPQ approval workflow.

LWC CPQ Sales Cloud

Skills

Salesforce Platform

Service Cloud Sales Cloud Experience Cloud Flows Apex LWC Admin

Integrations

REST APIs Five9 6sense VERTEX Infor M3 RentalMan

Development

Apex LWC JavaScript Go

Delivery

Requirements Analysis UAT Training Release Planning Documentation