Architecting Salesforce Success for the Industries That Move the World.
From insights to integration — I help Salesforce customers and partners unlock growth, drive innovation, and deliver with confidence.
ABOUT ME
Banking brain. Tech heart. Trailblazer by design.
With over 15 years of experience in financial consulting and 1,500+ hours of hands-on Salesforce expertise, I bring a rare blend of strategic insight, platform fluency, and business intelligence. Throughout my career, I’ve worked directly with executives and decision-makers, translating complex data into actionable insights, leading client-facing initiatives, and designing digital strategies that align with enterprise goals.
From core CRM to Data Cloud and MuleSoft, I specialise in bridging enterprise vision with platform execution.
“Insights are only powerful when shared.”
SERVICES
Helping Salesforce customers, Account Executives, and industry leaders accelerate success across cloud platforms, data strategies, and digital transformation.
Managed Services
- Administration & automation
- Analytics & dashboard delivery
- Release & change management
Product Development Outsourcing
- Salesforce app builds
- Integration design & delivery
- API-first architecture for growth
Financial Industry Solutions
- End-to-end automation across financial services workflows
- Data Cloud + CRM strategies for wealth and investment teams
- Real-time integration with banking platforms and risk engines
- Client, advisor, and service portals using Experience Cloud
- AI-enabled prospecting, service routing, and compliance monitoring
INSIGHTS GALLERY
Insight #1: Real-Time vs. Streaming APIs
Real-time = instant response (e.g., REST, Flow), used before a transaction completes. Streaming = async updates (e.g., CDC, Platform Events), best for syncing systems or UI push.
Use real-time when logic depends on the result. Use streaming when systems need to stay aligned over time.
Insight #2: Think Architecturally, Build Modularly
Design for reuse — one Flow, one LWC, one API can serve multiple use cases when built with abstraction and inputs in mind.
Reduces tech debt, improves release velocity.
Insight #3: Small Batch ≠ Small Impact
Composite API lets you upsert up to 25 chained records in one request.
Ideal for FSC onboarding, partner data sharing, and mobile form submissions.
Insight #4: Middleware Is Your Org’s Nervous System
Smart use of MuleSoft or Boomi isn’t just for integration — it’s for retry logic, observability, and reducing Apex technical debt.
Invest in resilience, not just connectivity.
Insight #5: Build Trust with Clean Data
If your Data Cloud segments are wrong, your AI outputs will be wrong.
Identity resolution is an architecture problem, not just a data one.
📘 Learn more about these patterns in the full Salesforce API Playbook
Insight #6: Declarative ≠ Disposable
Flows, Orchestrator, and Platform Events are not “just admin tools”—they’re core architecture layers.
Treat declarative design with the same rigor as code: version control, documentation, and reuse planning.
SALESFORCE EXPERTISE
Industry expertise paired with platform depth
With over a decade of experience in wealth management and investment consulting, I understand the unique pressures and expectations financial institutions face. I pair this domain knowledge with hands-on expertise in Financial Services Cloud (FSC) to deliver Salesforce solutions that are:
Financial Services Cloud
- Compliance-ready KYC/AML workflows
- Advisor-client relationship tracking
- Onboarding automation with OmniScripts
- Wealth signals with Data Cloud + AI
Transportation & Logistics
- Real-time delivery visibility via portals
- Route AI & fleet optimisation
- Salesforce–TMS integration
- Exception-handling automation
Healthcare & Life Sciences (In Progress)
- CRM-based patient experience flows
- MuleSoft for EMR/EHR data fusion
- HIPAA-aware workflows
- Declarative service automation
- 📌 Note: Experience growing here — architectural mindset already proven
CREDENTIALS
“Salesforce credentials validate the skills. Customer outcomes prove the impact.”
Contact
📧 Irina.Saavedra@isconsulting.services
💼 LinkedIn
📅 Book a call
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“Salesforce API & Industry Integration by IS-Consulting — Trusted Solutions for Growth & Innovation”
IS-Consulting | Salesforce Architecture & Integration 