Salesforce Document Automation — Enterprise Travel

An automated document-generation pipeline I built for an enterprise travel client during a Salesforce engagement at Gaeasys (Triggdigital).

Campaign and budget data lived in Salesforce — managed with ADvendio, the cross-media ad-sales platform. I designed Documill Dynamo templates that merged this data into branded PowerPoint and Excel deliverables: campaign media proposals and marketing plans.

The pipeline handled record-type branching (e.g. group vs. standard campaigns), budget aggregation across partners, and currency/number formatting — so the generated documents came out client-ready with no manual editing.

Alongside client work I keep my Salesforce skills sharp on Trailhead, where I'm a Mountaineer-rank Trailblazer with 32 badges across Apex, Lightning Web Components, Flow and admin fundamentals.