They call me JR

Jacquelyn Roberts, Founder The JRG Group — Salesforce Strategist & COE Specialist

Seasoned Salesforce professional with 22+ years in the ecosystem, blending hands-on administration with strategic leadership. Transitioned from Executive Assistant to Salesforce System Administrator in 2005 and have since partnered with SMBs, mid-market firms, and enterprise organizations—many as a core member of Center of Excellence (COE) teams.

Core strengths

  • Salesforce administration & platform stewardship: deep, practical expertise across configuration, security, data management, and release governance.

  • COE leadership: establishing standards, governance, and operating models that scale across global teams and complex org structures.

  • Agile delivery & continuous improvement: iterative delivery mindset that accelerates value, reduces risk, and keeps stakeholders engaged.

  • Business process transformation: mapping, redesigning, and automating processes to align technology with real business outcomes.

  • Value realization & ROI: focus on measurable benefits post-implementation—adoption programs, KPIs, and sustained optimization to drive tangible returns.

What I bring to teams

  • Cross-functional influence: communicate fluently with executives, business users, architects, and developers to keep projects aligned and outcomes measurable.

  • Practical governance: pragmatic policies and guardrails that enable innovation while protecting data, compliance, and stability.

  • Outcome-first mentality: implementations designed to solve problems, simplify work, and demonstrate business impact—not just deliver features.

  • Long-term optimization: ongoing roadmaps and prioritized backlogs that turn initial deployments into sustained competitive advantage.

Tech and tools

  • Salesforce core clouds: Sales Cloud, Service Cloud, Experience Cloud, CPQ, Marketing Cloud fundamentals, and integrations.

  • Platform capabilities: Flow, Apex familiarity, Lightning, reports & dashboards, data tools and migration patterns.

  • Delivery & work management: Agile frameworks,

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