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Salesforce architect

Location:
Columbus, OH
Posted:
February 26, 2024

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Resume:

PROFESSIONAL SUMMARY:

** + years of IT experience in gathering & analyzing requirements, designing & developing applications using Salesforce CRM and Force.com platform. Seasoned hands-on certified Salesforce Architect, Developer and Administrator

Completed 30+ Salesforce (SFDC) implementations in the last 13 years. Assess dynamic business challenges, design data models, user interfaces, business logic, advanced functionality / automation for force.com applications. Hands-on configuration of end-to-end SFDC solutions; Custom Apps, Objects, Record Types, Page Layouts, Custom Fields, Workflow Rules and Actions, Approval Processes, Assignment and Validation Rules, and Lightning Flow Process Builder.

Drive vision and strategy sessions with client Senior Stakeholders to define, scope and plan projects.

Employ Agile methodologies with technical project teams, mentor business stakeholders through software development activities, and drive QA environment planning and execution.

Direct cross-functional, geographically dispersed teams through business strategies, solution design, prototyping, configuration, custom development, application integrations, deployment, change management and training.

Create functional specifications and process flows for new and modified business processes, to drive continuous business process optimization.

Write complex calculations, conceptualize and design financial reports that are representative of business productivity, such as Key Performance Indicators (KPIs), scorecards and dashboards.

Worked solely with advanced SalesForce APEX, VisualForce, force.com and health cloud marketing cloud since 2008.

Administration, Configuration, Implementation and support experience Salesforce.com and on Integration experience on Netsuite and Salesforce.com using Apex (Classes, Controllers & Triggers), Web Services, Visualforce Pages, Components, Tabs, Custom Objects, S-Controls, Reports, Analytic Snapshots and Dashboards.

Designed and executed training of the salesforce on new Cloud Services products.

Expertise in deploying code from salesforce.com sandbox to production environments.

Experience in working with Eclipse IDE and Force.com Plug-in environment.

Experience in customer support (service cloud).

Expertise in Netsuite customizations using Suite lets, Scheduled scripts, User Event and Client scripts.

Excellent understanding of salesforce.com Sales Cloud, Service Cloud, Lightning, Pardot, Chatter and Force.com product offerings.

Good experience with SQL, HTML, XML, CSS and JavaScript.

Experienced with Microsoft SQL Server, SQL & PL/SQL databases.

Experience in all phases of software development cycle following various methodologies such as waterfall and agile/scrum.

Strong Implementation and Integration experience using Custom objects, Triggers, workflows/ workflow rules, approvals, S-Controls, Visual Force Pages, and Apex classes.

Experienced in performing pre-sales activities such as responding to RFPs including scoping, developing project plans, resource loading, estimation and developing proposals

Experience with SFDC (salesforce) with multiple end to end implementation, SF integration with Apttus contract management module and CPQ (price quote).

Experience in SFDC Development in implementing Apex classes, Triggers, Visual Force, Force.com IDE, SOQL and SOSL.

Acquainted and well versed with CRM processes like Sales, Marketing, Customer Service and Customer Support, Business Processes and recommended solutions to improve their processes using SFDC.

Experience in realizing the business requirements to design on salesforce.com platform by designing the required entities like custom objects, creating the relationships/ junction objects like Master-Child, lookups, Entity Relationship data model, Pages, Classes, Interfaces, Workflows & Workflow rules, triggers, Email alerts and Business Logic.

Proficient in Data Migration from Traditional Applications to SalesForce using Data Loader Utility and Informatica On Demand.

Controllers & Triggers, Visual Force Pages, Custom Tabs, Custom Objects, S-Controls, Reports, Analytic Snapshots and Dashboards.

Experience in working with Salesforce.com sandbox and production environments.

Familiarity/working knowledge with Informatica and other data integration/migration tools.

Expertise in analyzing and documenting the workflows and functionality of existing systems.

Apex classes, HTML, CSS and JavaScript.

Experience in Salesforce for Outlook (SFO) product Outlook Connector.

Written SOQL and SOSL queries in Apex.

Experience with web-to-lead, Web-to case, Email-to-case.

Having good knowledge of all phases of SDLC with expertise in Requirement Gathering, Analysis, Designing, Development and Testing.

Experience in SFDC Integration using Web Service and Apex Programming, Salesforce.com Service Cloud expertise.

Have a strong understanding on Big Machines Integration with CRM systems like SalesForce.com, Oracle CRM using Informatica tool.

Education:

MS in Information Technology – (MIT) Massachusetts Institute of Technology

CERTIFICATIONS:

Salesforce Certified Administrator

Salesforce Certified Advanced Administrator

Salesforce Certified Sales Cloud Consultant

Salesforce Certified Service Cloud Consultant

Salesforce Certified Field Service Lightning Consultant

Salesforce Certified Technical Architect

Salesforce Certified Platform Developer I

Salesforce Certified Platform Developer II

Salesforce Certified Platform App Builder

Salesforce Certified B2C Commerce Technical Solution Designer

Salesforce Certified B2C Commerce Developer

Salesforce Certified Community Cloud Consultant

TECHNICAL SKILLS

SFDC

Apex Classes, Apex Triggers, Test Classes, Apex Custom Controllers and

Extension, Visual force (Pages, Components & Controllers), Validation Rules,

Workflows, Dashboards, Reports, Custom Objects, Force.com Eclipse IDE Plug-in,

Apex Web Services, Apex Explorer, Sandbox development and testing,

Apex Data Loader, Connect Offline, S-controls, SOQL, SOSL, Ajax Toolkit.

Eclipse, Apex Explorer, Offline Edition, App Exchange Data Loader, APIs,

Salesforce

Integration

Tools

Data Loader, Informatica, Jitterbit

Languages

Apex, C, C++, C#, Java, J2EE, .Net

Database

MYSQL, Oracle 9i, Oracle 10g, SQL Server

Web

HTML, XML, CSS, JavaScript, WSDL, Adobe Photoshop, Flash,

Dreamweaver, SOAP

Platforms

Windows NT/2000/XP Pro/Vista, Linux

Java

Technologies

Java, Servlets, JSP, JavaScript, J2EE

PROFESSIONAL EXPERIENCE

Avionos – Chicago, Illinois

June 2020 – Present

Sr. Salesforce Technical Architect, Commerce Cloud

Supported the full implementation life-cycle, from scoping to deployment in an evolving ecosystem consisting of clients and solution partners. Responsible for successfully designing and managing the delivery of B2C Commerce Cloud based solutions and technologies. These technologies include, but are not limited to, Salesforce Commerce Cloud Digital, other Salesforce.com services (i.e. Marketing Cloud, Service Cloud) and APIs, Lightning, Heroku, mobile development technologies, and integration/ETL technologies. Responsible for maintaining, on an ongoing basis, a comprehensive understanding of the cloud-computing ecosystem. Specialized in Commerce Cloud B2C and developed cross-cloud solutions.

Responsibilities:

Worked closely with Clients, Colleagues (Delivery Managers and Functional Solution Architects) and Partners to clarified, defined and architect technology solutions to meet client needs. Included a lead role in project discovery and definition workshops, created scope and development estimates, and documenting requirements and designs.

Designed transformational technical solutions that meet business requirements in accordance with company and industry best practices

Lead and mentor technical resources at Clients and or Partners.

Advocated and implemented best practice development methodology to drive quality delivery of enterprise solutions.

Hands on with code, to developed POCs and help customers and partners with complex coding tasks.

Collaborated with internal colleagues (sales, customer success, engineering, support, etc.) to help customers maximize the value of their Salesforce products and services.

Identified and lead internal initiatives to grow the consulting practice, contributed to the overall knowledge base and expertise of the community.

Assessed business needs, achieve those needs with existing systems and organizational structure

Analysis of current system capabilities and business processes, focusing on pain points and areas for improvement

Recommended on changes needed to address future needs for a business process and systems perspective

Worked with a wide variety of vendors and change agents to deliver the most appropriate solution to clients

Projects included back-end integration, business process design and organizational change management.

Delivered rich interactive sites

Prepared and lead technical interview sessions with customer

Consulted on business and functional capabilities and feasibility/level of effort for customizations

Collaborated with PM to develop estimates for future project phases and assemble project plans

Lead the technical aspects through the design of the solution

Reviewed technical, functional and front-end designs

JP Morgan Chase Bank, Westerville, OH

March 2019 – June 2020

Sr. Salesforce Technical Architect

Responsibilities:

CPQ application considered for a solution, which sits under an automated implementation.

Worked as an Admin as well when needed identifying, planning and implementing new salesforce.com features and functions (new screens, workflow, force.com objects, and reports, apex code) to meet business requirements.

Worked with various Salesforce.com objects like Accounts, Contacts, Leads, Opportunities, Reports, and created custom objects based on Business need.

Understanding requirements and involved in designing object structure.

Designing apex pages and providing feasible solution for performance improvement

Implemented sales cloud console for sales.

Implemented Salesforce Sales Cloud, Service Cloud, and Pardot Marketing Automation on time and on budget.

Maintain and support the objectives of current Customer Relationship Manager (CRM) and Apttus Configure, Project, Quote (CPQ) systems.

Responsible for Data Migration and Data Management activities.

Involved in various stages of Software Development Life Cycle (SDLC) including analysis, requirement gathering, architecture design, development, enhancements, testing, deployment and maintenance of standalone object oriented enterprise application.

Understood the customer business paradigm and provided value added solutions

Create data-driven pages, such as product catalogs or other listings, using your organization’s data with Community builder.

Implement Service Cloud to handle internal & external support.

Design and implement data structure, flows, Apex classes, Visualforce pages and Lightning components to support application build as needed.

Evaluated, reviewed design frameworks and methodologies from SFDC best practices and got approval design in order to achieve requirements and conformance to the architecture.

Working hand in hand with the business and the dev tea to streamline the designing and solution architecture.

Developed APEX Classes controllers and APEX Triggers for various functional needs in the application.

Worked on Pardot integration with Salesforce.

Working on latest Lightning Component, Wave Analytics, Salesforce Debugger, Einstein and other new features.

Design pixel-perfect, branded pages by community builder.

Involved in Migrating the components in different stages (SIT, UAT) before moving into Production.

Implementation of Apttus on Salesforce.com.

Worked with Analysts, Managers, Developers and Testers for complex projects during the full Software Development Life Cycle (SDLC).

Ensured data integrity through the appropriate use of de-duping, loading and exporting tools, for bulk of data using Data Loader, Admin Garage and Lexi Loader.

Used SOQL & SOSL for data manipulation needs of the application using platform database objects. Responsible for writing SOQL & SOSL queries with consideration to Governor Limits for data manipulation needs of the application using platform database objects.

Integrated the Web Services for extracting the data from external systems, and used the Sandbox for testing to ensure minimum code coverage for the application to be migrated to production.

Worked on integration of two instances using Apex REST API call-outs and parsed JSON responses provided by third-party systems connected via REST inside Apex classes.

Created Custom-Apps, Objects, Fields, labels, settings mapped and integrated the fields to Xpression software via middleware TIBCO using web services callout.

Worked on integration of two instances using Apex REST API call-outs and parsed JSON responses provided by third-party systems connected via REST inside Apex classes.

Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.

Assisted with the analysis, design and creation of data service levels, test cases and acceptance criteria.

Helped in creation, approval and use of Test Plans, Test Cases, Test scripts and Defect Reports over the years across multiple projects. Working experience in Sales Cloud, Service Cloud and CTI integration.

Designed, and deployed the Custom objects, Custom tabs, Entity-Relationship data model, validation rules, Workflow Rules, Auto-Response Rules, Page layouts, Components, Visualforce Pages to suit to the needs of the application.

Worked with Marketing, Sales and Legal teams to continually improve use of CPQ tool and Salesforce.com.

Created scheduled apex that ran every day to process data from Salesforce and SQL tables.

Developed a dynamic scripting component on lightning Design System.

Participate in daily SCRUM meeting and engage with development teams to communicate requirements, coordinate plans and progress, and assist in developing prototypes to validate user requirements, using SCRUM and Agile methodology, to define product backlog and sprint backlog.

Involved in performance and tuning of the existing ETL mappings.

Gather product launch specifications from key stakeholders to load products, product features, product options, price books, and price book entries to SteelBrick CPQ and configure required price rules, product rules, product constraints, and all other configuration

Developed and configured various Custom Reports and Report Folders for different user profiles based on the need of the organization.

Developed and maintained SFDC analytical reports for management review and planning for accurate forecasting purposes.

Developed and executed SOQL queries for various requirements including data clean up, administration, debugging, and reporting.

Created workflow approval, validation rules and formulas with salesforce administrative tasks and creating reports, modifying data etc.

Analyzed data model and architecture to determined optimal data access methods for online transactions and reporting.

Work with Informatica ETL development team to build two way communication from Oracle to Salesforce.com DB.

Designed the complete service cloud application based on the user stories from business.

Single sign on implementation with MERLIN and Salesforce.

Avaya-New York, NY

Jan 2017 - Feb 2019

Sr. Salesforce Technical Architect

Responsibilities:

Developed and configured various Custom Reports and Report Folders for different user profiles based on the need of the organization.

Developed Custom Reports and configured the Analytic snapshots to dump the data on regular basis for the sales performance and lead generation statistics.

Extensively involved in requirement gathering sessions with business units and business owners to understand the business processes, their pain points and requirements, business proposal creation & presentation to relevant stake holders.

Designing apex pages and providing feasible solution for performance improvement

Build and iterate quickly using drag-and-drop reusable page elements by community builder.

Implemented Apttus Advance approval to overcome salesforce approvals limitations.

Involved in performance and tuning the ETL processes.

Involved in UAT (User Acceptance Testing) and Regression Testing and implemented Apttus CLM Quote.

Responsible for Data Migration and Data Management activities.

Creating custom dashboards using Jquery graphs by consuming json data.

Implemented workflows and Batch classes and schedule jobs for send sending notification

Implemented Ajax toolkit and force Tk for fast access of data and API calls

Worked with complex integration projects for Sales and Service cloud. Used Apex Data Loader for importing and exporting large volume of records, Use change sets to deploy and migrate work done in Sandboxes.

Developed various lightning components to provide a user intuitive experience on salesforce lightning interface to show their share of wallet and total customer spend charts.

Guided the team in developing optimized code, made use of standard and checklists, performed code deliverable reviews, unit test plan reviews and conduct independent testing

Led the team for integration/performance testing based on integration and system test plan

Supported UAT and made sure of a defect free program/module release.

Collaborated with the business teams enabling Salesforce Quote-to-Cash functionality.

Performed the role of Technical Executive for the Altria account handling the technical responsibilities of six SCRUM teams.

Used Domain Driven Design to define the domain splits for effective implementation of Microservices.

Involved in integration from SFDC to Siebel/Mainframe/E-payment through WPS using REST Web services with JSON.

Involved in Design and integrate the heterogeneous system to Oracle EBS.

Performed Administrative tasks such as creating profiles, Users, Roles, Page Layouts, email services, Workflows & Managed offshore development team using Apex, Visual Force, Java, AJAX, and other technologies Approval Processes, Tasks, Events, Reports and Dashboards.

Use ready-made forms to create web-to-lead forms or gather customer feedback by community builder.

Implemented Configuration, Customization and Development with Salesforce.com on Service and Sales Cloud.

Worked on Design, Development and Deployment to provide consistent and standardized Salesforce Case Management System with reporting processes.

Created various Sandboxes, which are clone of an entire production environment for developers to develop and test without risking production data.

Worked extensively with the QA team for designing Test Plan and Test Cases for the User Acceptance testing (UAT).

Implemented Chatter, and developed visual force page for the mobile application.

Outlined the organization hierarchy and created profiles, roles accordingly in Salesforce; worked on visibility and security settings around them as required by the business.

Worked on designing different custom dashboards for various user groups based on their business functionalities and needs.

Developed custom solutions and interfaces leveraging the CRM platform.

Managed technical scopes and client expectations.

Provided hands-on, expert-level technical assistance to developers.

Designed and manage the execution of test plans to ensure a quality solution is delivered.

Lead a team responsible for developing products leveraging the CRM platform.

Worked as internal subject matter expert on Salesforce platform and be the go-to person in communicating the appropriateness of Salesforce solution options both from a technical and business perspective

Captured business processes in automation solutions using the Salesforce platform and the Force.com development architecture.

Maintained technical documentation, Create and lead solution design documents, integrations designs, configuration information, developed API and other interface documentations.

Designed and implements solutions by mapping customer’s business processes to salesforce.com features like sales cloud, service cloud, marketing cloud and salesforce1.

Integratined salesforce.com with other systems using middle-wares like dell boomi, tibco.

Conducted user trainings and supporting user acceptance testing to get customer sign-off on the projects.

PNC Bank-Pittsburgh, PA

Sep 2014 - Dec 2016

Sr. Salesforce Solution Architect

Responsibilities:

Used Sales force Automation Process (SAP), Created workflow rules and defined related tasks, time-triggered tasks, email alerts, field updates to implement business logic.

Analyze the changes performed in Siebel CRM application, translate them to business and functional requirements for Service Cloud.

Worked on brokerage applications for trading, risk management and processing. Wrote BRD & FRD by gathering requirements from SME's using Murex Mx Asset Manager, to build up.

Used salseforce chatter to create bug, communicated with the team members, developers, and any other concern or questions related to the projects.

Providing Solutions and best practices on Salesforce Chatter.

Possess comprehensive understanding of CRM business processes like Campaign Management, Lead Management, Account Management, Service Contract, Sales Incentives Compensation, Field Service and Service Request Management.

Co-ordinated user acceptance testing by determining appropriate testers, creating scripts and documenting and resolving problems Providing Solutions and best practices on Salesforce Chatter coordination with developers.

Involved in requirements session and solution design workshop for the legacy data conversion from existing mainframe system to Oracle EBS CRM.

Work with other client teams and vendor support resources to resolve issues affecting QAD environments or business processes that use the QAD application.

Identify ways to utilize SFDC to improve business processes and productivity, and make recommendations to support an organization scaling at a rapid pace.

Involved in understanding the current business process of Procurement and Expenses and develop solution in integrating to Oracle EBS.

Worked on integration of two instances using Apex REST API call-outs and parsed JSON responses provided by third-party systems connected via REST inside Apex classes.

Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.

Created, maintain and deliver reports based on training completion, training required and ensure any necessary follow-up communication is delivered.

System configuration within a web based application for modular functions and global changes, predicated on business needs and completed within Agile/ALM framework.

Developed and configured various reports and dashboards to assist managers to better utilize Salesforce as a sales tool and configured various reports for different user profiles based on the need in the organization.

Manage the data relationships and flows within the CRM system to ensure data quality while performing data maintenance, and monitor integrations to other systems and applications.

Salesforce.com Configuration and Design of Service Cloud, Sales Cloud and Force.com solutions, with an emphasis on Service Cloud solutions.

Implemented Configuration, Customization and Development with Salesforce.com on Service and Sales Cloud.

Used UNIX for data migration.

Developed Apex Test Classes with assurance of maximum code coverage.

Designed and developed SFA based Application on Force.com Platform in Salesforce.com environment with Apex programming language at backend and Visual-Force pages as user interface.

Gathered business requirements and analyzing the system.

Responsible for Salesforce releases and leverage the updates applicable to the ORG.

Performed requirements gathering, technical documentation, FRD, SRS and all the business analysis prospects based on agile environment.

Perform all Salesforce configurations in the ORG including Case Management Lead & Campaign Management, Objects and layouts, Security, Knowledgebase, Forecasts and Reports and third party applications like Get Satisfaction, Sciforma.

Administered Salesforce CRM application for sales, Marketing and Support Department.

Designed and implemented webservice to retrieve Derivative information from Murex trading platform and Charles River Trading System.

Implemented a Salesforce.com mobile CRM solution that gave advisors secure access to client data.

Interface with staff developing strategy as technical advisor for new functionality from Salesforce.com app exchange applications, releases, and upgrades.

Perform detailed analysis Salesforce Business Analyst of business and technical requirements and designed the solution by customizing various standard objects of Salesforce.com (SFDC) and other Platform based technologies like Visual Force, Force.com API, and Web Servicesstandard objects of SalesForce.com (SFDC).

Configured Salesforce roles/profiles, accounts, contacts, views and account planning.

Worked with Sales force premier support to short out technical challenges and governor limits.

Troubleshoot and resolve batch and online issues, involving vendors when necessary. Tools include Endevor, File Manager, Fault Analyzer, RSD, IBM Debug, UNIX, DB2

Involved in integrating Salesforce CRM with its ERP (Oracle EBS) system.

Used SOQL & SOSL with in Governor Limits for data manipulation needs of the application using Force.com Explorer.

Designed the solutions for business and technical requirements by customizing various standard objects of SalesForce.com (SFDC).

Applies Supply Chain Management (SCM) methodologies to ensure coordination in the global supply chain.

Configured Security and organizational hierarchy for Salesforce implementation.

Administered Salesforce CRM application for sales, Marketing and Support Department.

Worked in Data Migration from Traditional Applications to Sales Force Using Data Loader Utility.

IBM, Piscataway, NJ

Jan 2013 – Aug 2014

Sr. Salesforce Business Anayst/Admin

Responsibilities:

Worked as a member of the Salesforce development team performing the roles Developer and Administrator in the organization.

Conducted User requirement gathering sessions.

Designed, Implemented and deployed Custom objects, Page layouts, Custom tabs, Components to suit to the needs of the application.

Worked with roles profiles hierarchies and permission sets and groups extensively.

Responsible for setting up security model for existing and under-development projects.

Involved with multiple projects along with cross-functional teams.

Overridden Standard Opportunity with Visual force page using standard controller.

Real-time integration with cloud based systems like Quickbase and Service-now.

Worked with Expense department and set-up the Email-to-Case for multiple queues.

Configured Email-to-Lead for new prospective student from website

Created workflow rules and defined related tasks, validation rules, Auto-Response Rules, Approval process, email alerts and templates, and field updates Used Apex sharing for attachments with the email-to-case, accessible only to specific group of users.

Responsible for maintaining 3 production environments. Used change set and Eclispse IDE for deployment within each environments.

Manage Organizations database of records for all organization users.

Regularly perform database de-duping and cleanup procedures.

Create and maintain standard reports and dashboards - Maintain user roles, security, profiles, workflow rules, custom objects, custom fields and other system configuration options.

Manage ongoing support requests and administrative needs of users.

Develop reports, dashboards, and processes to continuously monitor data quality and integrity Training and Documentation.

Develop training plans, materials, and documentation for database users, keep materials up-to-date, coordinate new user and ongoing training sessions.

Demo to business users and cross functional teams for the application being developed and receive feedback for each sprint.

Created and maintained custom App for Client that helps in organizing annual reunion for the Alumni.

Conducted UAT and SIT

Involved in User training session and set up training environments and assisted in generating training material.

SourcePRO Inc., Pittsburgh, PA

Mar 2011 – Dec 2012

Salesforce Developer/Admin

Responsibilities:

Worked as enhancement team member and performed the roles of Salesforce.com Developer/Admin in the organization

Worked closely with sales team and business analysts and performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of SalesForce.com (SFDC).

Implemented the requirements on Salesforce.com platform and Force.com IDE Plug-in using Eclipse.

Implemented web based case management automation – Web to Case (on Case Object) to track and solve customer’s issues.

Designed various WebPages in Visual Force for capturing various customer enquiries and Implemented logic for migrating cases to different queues based on the type of customer enquiry.

Designed, and developed Apex Classes, Controller Classes, extensions and Apex Triggers for various functional needs in the application.

Use SOAP and REST API for data integration and implementation.

Worked on various salesforce.com standard objects like Accounts, Contacts, Cases, Opportunities, Products, Opportunity Line Items, Leads, Campaigns, Reports and dashboards

Designed, and deployed the Custom objects, Custom tabs,



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