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Service Cloud Financial

Location:
Dallas, TX
Posted:
February 07, 2024

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Resume:

PROFESSIONAL SUMMARY:

*x Certified with ** years of professional IT experience and 8 years’ experience in Salesforce Administration, Development, Lead, support of Salesforce.com CRM implementation for various clients and web-based applications.

Lead Custom development on salesforce platform and salesforce CPQ implementation.

Worked with leadership across the business to ensure that systems align with business roadmap, vision and maintain technology standards.

Mentor junior members in Integration Technologies and salesforce best practices.

Have experience in multiple clouds like Sales Cloud, Service Cloud and Financial Service Cloud.

Strong experience in integrating Force.com development with modern deployment and release process.

ACADEMIC QUALIFICATION:

Master of Science in Information Science and Technology, Missouri, USA Aug 2014- Nov 2015

Bachelor of Technology in Electronics & Communications, GITAM, India July 2008- June 2012

CERTIFICATIONS:

Salesforce Certified Advanced Administrator

Salesforce Certified Administrator

Salesforce Certified Platform App Builder

Salesforce Certified CPQ Specialist

Salesforce Certified Platform Developer-1

Salesforce Certified Marketing Cloud Administrator.

KEY STRENGTHS:

Experience in the complete life cycle of project development (SDLC) using lightning applications including System Analysis, Design, Development, Testing, Deployment and Maintenance.

Expertise in maintaining the Functional areas of Data Management, Forecasting, Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports.

Strong knowledge in configuring salesforce CPQ. Configuring products, price rules, product rules, approval rules, approvers, product bundles and product options.

Proficient in SFDC administrative tasks like creating Profiles, Roles, Users, Page Layouts, e-mail services, Workflows, Reports, Dashboards, Approvals and Tasks.

Followed Agile scrum methodology throughout the SDLC process.

Worked on the designing of custom objects, custom fields, role based page layouts, custom Tabs, custom reports, report folders and report extractions to various formats.

Developed Visual force pages and Custom Objects using Apex Programming on Force.com Platform and good knowledge on Apex development in creating Objects, Triggers, Apex Classes, Standard Controllers, Custom Controllers and Controller Extensions.

Worked on Lightning Process builder flows, Connect API, Chatter and quick Action.

Experience in implementation of Asynchronous Apex like Queueable Apex, Apex scheduler, Batch Apex and LWC for UI.

Proficient in Data Migration tools like Apex Data Loader, Import Wizard, Excel Connector to Import and Export the data to the Salesforce.com platform.

Experience in web technologies like HTML, CSS, JavaScript, WSDL, SOAP and REST API.

Experience with unit testing, deploying change sets from Salesforce sandbox environments, and familiarity with common software development practices and methodologies.

Maintenance of installed Managed Packages in Lightning using Apex. Created custom applications using Lightning web components, Apex and Salesforce API. Experienced in using Data Migration tool called Data Loader.

Designed and implemented custom logic in Financial service cloud based on client requirements.

Strong knowledge of Sales, Service and Marketing (Exact Target) clouds and Worked with products, proposals, Quotes(CPQ).

Experience in using Conga Composer, to automate document generation process.

Created template for unique functionalities using Conga Composer.

Used Dev ops tools Copado and Gearset to deploy code into higher environments.

Involved in data model designing in Financial service cloud platform.

Experience building reports and dashboards, customizing them as per user requirements.

Experience in working with Informatica-On-Demand ETL Tool for real time Data Integration.

Written SOQL and SOSL queries with consideration to Governor Limits for data manipulation in need of the application using platform database objects in Apex.

Highly motivated, good communication skills, quick learner, decision-making capability and consistently demonstrated leadership skills.

TECHNICAL SKILLS:

Salesforce Technologies:

Apex Language, Apex Scheduler, Apex Triggers, Apex Classes, SOQL, SOSL, VisualForce Pages, S-Controls, LWC, Apex Web Services, Force.com Eclipse IDEPlug-in, Workflow & Approvals, Dashboards, Chatter, Salesforce 1,Reports, Analytic Snapshots, Custom Objects, Copado

Force.com Tools:

Force.com Eclipse IDE, Apex Data Loader, Force.com Excel Connector.

Languages:

C, Java, J2EE, Apex.

Web Technologies:

HTML, CSS, BootStrap, Java Script, VisualForce, and Web services.

Web Services:

SOAP, WSDL, XML, JSON

Operating Systems:

UNIX/Linux, Windows 10/8.1/8/7/Vista/ XP Pro.

Databases:

SQL Server and MYSQL

Microsoft Project, MS Visual Source Safe, MS Visio, MS Office, MS Excel, MS PowerPoint.

PROFESSIONAL EXPERIENCE:

Lennox International - Richardson, TX Jun 2023 – Till date

Senior Salesforce Developer

Responsibilities:

Designed/Implemented Custom UI components to support both Mobile and desktop devices using LWC and Apex.

Lead salesforce development team in developing solutions and supported business users.

Architect design and developed advanced customizations and utilizing salesforce CPQ.

Worked with Sales Cloud, Service Cloud and Financial Service Cloud.

Followed agile process for development and testing purpose (safe Agilist).

worked on integrating salesforce applications with other systems using Salesforce APIs, Rest APIs, Apex Triggers and Classes, SOQL, Force.com Tool and Toolkits.

Leading and ensuring the successful delivery of salesforce CPQ set up, including implementation of Advance approvals, price rules, price books, products, and quotes.

Designed and implemented Junction objects to create many to many object relationships.

Deployed code into higher environments using Gearset.

Conga Composer is used to create and send dynamic documents quickly and easily, all within the Salesforce platform.

Experienced in Salesforce CPQ and CLM(Contract Life Cycle management) package configurations.

Worked on integrating salesforce with thrid-party systems using rest API’s.

Used External service to connect MuleSoft from salesforce platform.

Generated personalized and professional-looking documents such as proposals, contracts using Conga Composer.

Created templates that can be reused for future document generation using Conga Composer.

Installed CPQ and advanced approval rules packages and setup Conga Composer for quote templates.

Hands-on experience in building custom lightning components on the Aura framework and Lightning Web Components (LWC) using Controllers, Helpers, Design Attributes, Renderer, Handlers and Events to focus on the logic and Interaction in Lightning Applications.

Involved in design and implementation of Salesforce CPQ/CLM on the salesforce platform.

Increased productivity by streamlining document generation processes, saving time and increasing overall productivity using Conga Composer.

Automated repetitive tasks, freeing up more time for higher-level work using Conga Composer.

Designed and implemented service console in service cloud.

Created case assignment rules for routing cases based on priority in service cloud.

Followed Agile development processes, continuous integration, Jira tool and deployments in the current project. Followed Agile scrum methodology.

Involved in end-to-end testing and configuration enhancements for the CPQ.

Hands on experience with AppExchange applications including installing the application, setting up and utilizing it for various business applications. Example – Data Loader to import and export data.

Involved in Setting up and customizing the apps in Salesforce.com Application to match the functional needs of the organization.

Documented review cycles for the project, assigning review tasks to the project team and communicating project status and issues to management.

Citi Bank- Irving, TX Aug 2021 – May 2023

Salesforce Developer Lead

Responsibilities:

Designed/Implemented based on client requirements including custom code using Apex, LWC and flows to automate processes

Lead salesforce development team in developing solutions through discussion and collaboration, within our team members and clients.

Worked with Sales Cloud, Service Cloud and Financial Service Cloud.

Followed agile process for development and testing purpose (safe Agilist).

worked on integrating salesforce applications with other systems using Salesforce APIs, Rest APIs, Apex Triggers and Classes, SOQL, Force.com Tool and Toolkits.

Have handled various customizations related to household accounts in Financial Service cloud.

Created Salesforce Workflow Rules and Approvals, Visual Flow and Process Builder.

Have created custom UI using LWC for 360-degree of customer portfolio in Financial Service cloud.

Implemented UI components using lightning components, Salesforce Visual Force, HTML5, JavaScript, CSS, Lightening, jQuery, AJAX.

Deployed code into higher environments using Copado.

Conga Composer is used to create and send dynamic documents quickly and easily, all within the Salesforce platform.

Designed and implemented junction object to create connection between primary and secondary wealth advisors for specific customer based on tier levels in financial service cloud.

Worked on integrating DocuSign with Financial Service cloud platform.

Have worked on integrating salesforce with thrid-party systems using rest API’s.

Created junction objects in Financial service cloud to create many to many relationship between Financial wealth advisors.

Hands-on experience in building custom lightning components on the Aura framework and Lightning Web Components (LWC) using Controllers, Helpers, Design Attributes, Renderer, Handlers and Events to focus on the logic and Interaction in Lightning Applications.

Worked on Aura framework and implemented SSO authentication.

Worked on project to move salesforce org from classic to lightning.

Increased productivity by streamlining document generation processes, saving time and increasing overall productivity using Conga Composer.

Automated repetitive tasks, freeing up more time for higher-level work using Conga Composer.

Designed and implemented service console in service cloud.

Created case assignment rules for routing cases based on priority in service loud.

Followed Agile development processes, continuous integration, Jira tool and deployments in the current project. Followed Agile scrum methodology.

Experience of using Salesforce Lightning Design System (SLDS) in functional Lightning Web Components.

Developed accurate estimates on level of effort for timely project execution.

Review and assure quality in all code entering the code base.

Created UI pages and components using Lightning web components (LWC).

Continually evaluated and refactored code base for increased extensibility.

Developed unit testing with assertions for core functionality.

Client: Goldman Sachs Client, New York. Nov 2015 – July 2021

Senior Salesforce Developer

Responsibilities:

Interacted with various business user groups for gathering the requirements on Salesforce.com platform and Force.com IDE Plug-in using Eclipse.

Working on data validations using Validation rules updating data points automatically using workflow rules and process builder.

Designed and implemented data model using Financial Service cloud.

Created processes and flows to implement different workflows for financial advisors in Financial Service cloud.

Created Custom Objects, Tabs, Fields, Page layouts, Record Types, Buttons to meet the business requirements. Used salesforce out of box features to send email Alerts, outbound messages and implemented Approval processes.

Updating approval processes and email deliverability with the changing business requirements, model.

Realtime data is sourced from different API’s and populated in salesforce UI in Financial Service cloud platform using Rest API integrations.

Implemented Salesforce for Outlook functionality, installed outlook integration with different user systems.

SDLC process is followed using Agile scrum methodology and user stories are delivered on time.

Created Lightning Web Components (LWC), added CSS and Design Parameters that makes the Lightning component look and feel better.

Maintenance of installed Managed Packages in Lightning using Apex. Experienced in using Data Migration tool called Data Loader.

Worked on queues, groups to give record level access with sharing rules. Implemented case and lead assignment rules to the same.

UI Enhancements are implemented using Lightning Web Components (LWC).

Set up Marketing Campaigns, Campaign Hierarchies, Lead Queries, Assignment rules, Web-to-Lead and Auto Response rules and worked on the Sales cloud and Service cloud.

Created permission sets to give additional access to a group of users for performing day to day activities.

Implemented workflow rules and defined related actions - tasks, field update, email alert, time

triggered tasks, to implement business logics.

Have migrated visual force pages into lightning pages using Lightning Web Components(LWC).

Utilized various standard objects (Accounts, Contacts, Leads, Campaigns, Reports, and Dashboards) along with custom objects for the application.

Communicating with the team for each salesforce release analyzing the impacts and steps to track the changes.

Worked on sales cloud, community cloud, design and develop Apex Triggers.

Being a Part of the deployment team. Worked on deploying the application using changesets from sandbox to production environment. Experienced in working on hyper care support after each deployment.

Visualforce Pages for Lightning Experience, Alternates for Java Script Codes, Sharing Visualforce pages between Classic and Lightning.

Worked on setting up the EchoSign for the electronic signature on the agreement and sending it through auto generated email to the customers.

Used field level security along with page layouts in Lightning to manage access to certain fields.

Created custom Dashboards for home page, gave specific accessibility to dashboards for authorized users.

Maintained user roles, security, profiles and workflow rules validation rules wherever necessary.

Worked on troubleshooting issues by enabling debug logs for users with specific debug levels.

Built Lightning Component Tab for Salesforce 1 Navigation and Custom Applications in Lightning Experience.

Provided training to internal business users to use the application and create their own list views and reports.

Wipro Technologies, Hyderabad, India. June 2012 – July 2014

Java Developer

Responsibilities:

Developed, enhanced and supported different applications on core Java/J2ee – struts 2

Involved in gathering functional specifications, designing, and providing solutions as per business requirements.

Developed the front end web pages using HTML, CSS and JavaScript with Ajax, JQuery and tag libraries.

Worked on optimization and tuning of sql query/stored procedure on sql server for improving performance.

Created shell and perl scripts required in the project maintenance and software migration.

Worked on financial transactions like deposits, withdrawals and transfer, debit, and visa or bill payments. Performed a thorough unit testing and resolved several data related issues before migration to production.

Participated in the design and development of database schema and Entity-Relationship diagrams of the backend database tables for the application.

Designed and Developed Stored Procedures, Triggers in Oracle to cater the needs for the entire application. Developed complex SQL queries for extracting data from the database.

Interacted with the clients to gather & analyze business requirements of the various modules of the project.

Developed server side application to interact with databases using Spring Boot and Hibernate.

Involved in the full software development life cycle of the project from analysis and design to testing and deployment.

Extensive use of core Java Collections, Generics, Exception Handling, and Design Patterns for functionality, such as portfolio summary and user information.

Integrated Spring 3 with Hibernate framework and created Hibernate annotations for mapping an object oriented domain model to a traditional relational database.



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