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About Me
* Over 10 years of techno-functional experience primarily with CRM and ERP solutions.
* Executed several end-to-end projects playing the role of Salesforce Technical/Functional Consultant
* Detailed exposure to methodologies su...
* Detailed exposure to methodologies such as SDLC and Agile.
* Strong Product knowledge of Salesforce.com.
* Experience of Salesforce administration, configuration, and development usingApex triggers, Visualforce, and batch processes.
* Hands-on experience of integrating Salesforce with tools including Zendesk, Delighted, Periscope etc. using HTTP Callouts and Batch apex.
* Hands-on experience with common app exchange add-ons such as InsideSales, ClearSlide, Cirrus Analytics, Pardot, Zendesk, EchoSign/DocuSign, Gong, Delighted, and SurveyPal. * Experience of using Apex Data Loader for Salesforce.com
* Business Analyst experience with end to end projects including requirement analysis, design, development, testing, UAT, training and roll-out.
* Change Request Management and sound impact analysis.
* Excellent communication skills with several years of client correspondence experience.
* Project lead skills leading a team of 4 to 5 members. * 5 years of development experience primarily on .Net Platform using C#.
* Broad reporting skills on Crystal Reports and Microsoft Reporting. * Strong database skills for SQL Server 2005/2008.
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Portfolio Projects
Description
Oct 2018 - Jan 2019
At TD, I led the transition of Banking Users from Classic to Lightning. This project involved the following:
1) Create a transition plan for moving users from Classic to Lightning in a phased approach with each phase containing a set of users
2) Run the readiness checklist to compare the functionalities between Classic and Lightning
3) Fix the technical gaps resulting from the readiness checklist including Dynamic Reports, Page Layout adjustments, Related Lists etc.
4) Prepare the Deployment plan and execute it
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Apr 2016 - Jun 2016
At Clio, I designed, developed and rolled out the integration between Zendesk and Salesforce
1) Developed apex based integration to send outbound HTTP callouts to Zendesk to create Accounts from Salesforce using Zendesk API
2) Develop the mechanism for success/error messages to be recorded in Salesforce
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Aug 2016 - Nov 2016
At Clio, I designed, developed and rolled out the integration between Delighted and Salesforce
1) Delighted is a tool for recording NPS scores
2) I setup batch processes to send out NPS Survey from Salesforce using Delighted API
3) Catch the Survey responses from Delighted and write them onto Salesforce Accounts
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Mar 2017- Aug 2017
At Clio, I gathered the requirements from the business and executed towards implementing Salesforce Partner Communities
1) Understand business requirements and Partner Relationships
2) Map the requirements to Salesforce out-of-the-box Partner Communities
3) Implement the Partner Central template and welcome emails
4) Setup the OWD (Sharing Settings) of objects for external access
5) Configure the fields level security for external access
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Mar 2017- Aug 2017
At Clio, I implemented the SurveyPal Integration with Salesforce in relation to Cases (Service Cloud) for the Customer Support team
1) Setup HTML Survey templates and merge fields in Salesforce
2) Setup automation in Salesforce to trigger SurveyPal surveys from cases in Salesforce
3)Configure the field integration in SurveyPal so the responses can be synced to specific fields on the Case in Salesforce
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Feb 2015 - Apr 2015
At Rogers, I implemented the EchoSign (Now DocuSign) native Salesforce integration. This involved:
1) Setting up the merge fields from Opportunities and Accounts for Contract generation
2) Setting up automated emails with contract attachment requesting digital signatures
3) Storing back signed copies of Contracts inSalesforce
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Role -Salesforce Consultant at Sakonent (nowtectonic)
1) Enablon - US
September 2012– January 2013
Salesforce Sales cloud implementation for Enablon which is an organization providing IT services and solutions related to risk management. Highlights were:
● Leads, Accounts, and Opportunities
● Product Catalogue implementation
● Workflows & Triggers automation
● Data Migration & Legacy Integration
● Reports and Dashboards
2) DirectBuy– the US and Canada
February 2013– June 2014
Salesforce sales cloud implementation for DirectBuy, a home furnishing membership provider that allows customers considerable bargains with famous home decor brands:
● Campaigns, Leads, Accounts & Contacts
● Opportunities & Products
● Events, Event Attendees Visualforce
● Salesforce Flows for sales scripts
● Workflows, Triggers, &Batch Processes
3) IEWC - US, Canada, and Mexico
September 2012– January 2013
Salesforce sales and service cloud implementation for IEWC, a leading cable and wire supplier across North America, Europe, and Asia. Major highlights of the project were:
● Leads
● Accounts, Contacts, and Opportunities
● Suppliers and Products
● Territory Management
● Case Management
● Reports & Dashboard
● Salesforce for Outlook& Mobile