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Financial Service Cloud

Location:
Overland Park, KS
Posted:
January 08, 2024

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Resume:

Subrahmanyam

Mobile: +1-913-***-****

E-Mail: ad2j4t@r.postjobfree.com

Professional Summary

Having 13+ years of Experience on Customer Relationship Management business solutions as a developer including analysis, modeling, design, coding, testing, and implementation on Salesforce and Siebel.

With 8+ years of Experience with Salesforce Marketing, Sales, Service, Financial Service and Experience Cloud.

With 5 years of Experience in Configuration, Scripting, Workflows, Integration, OPEN UI, EIM and EAI.

Good Knowledge on Implementing Price Rules, Constraint Rules, Categories, Price list, Quote creation and few more complex pricing functionalities using Vlocity.

Expertise in Vlocity application module like Insurance.

Good experience in Experience Cloud (Partner/Customer Portal).

Experience in developing client-specific solutions on force.com platform using Apex classes, Triggers, and Visual Force Pages.

Engaged in the development of Sales Cloud and Service Cloud functionalities such as Opportunity Management and Case Management.

Establish Salesforce as the standard CRM tool throughout both Sales Cloud and Service Cloud.

Experience with Commerce Cloud where the customer has B2B cloud craze demand ware initiatives.

Experience integrating SAML/OAuth-based identity platforms.

Proficient in managing the administration of Salesforce B2B commerce.

Well-versed with salesforce Commerce Cloud order management. Well, expertise in Field Service Lightning (FSL).

Experienced with developing Storefront Reference Architecture (SFRA) with Cloudcraze B2B.

Good Experience in of SQL and PL/SQL.

Knowledge on Einstein Analytics.

Integrate with Mulesoft API layer with strong integration skills.

Extensively worked on Siebel Loyalty Modules.

Experienced on Salesforce Lightning (Lightning Design Systems, App Design and Lightning Components).

Extensive Experience in Email Studio, Mobile Studio, Web Studio, Automation Studio, Journey builder, Contact Builder, Audience Builder.

Experience with Salesforce Lightning in using CSS, JSON in Lightning Framework, and JavaScript for Client-side controller and helper controller.

Hands - on experience in building responsive application using by creating Lightning components (Client/Server-side controllers) using aura framework, Salesforce LDS styling.

Experience in Territory management and designing Sales Territories to manage regional donor management associates.

Good knowledge on Snowflake.

Designed and developed Workflow rules, Validation Rules, Approval Processes and Email Templates within Salesforce.com.

Generated various Reports, Dashboards and Approval Processes. Experience in Implementing and executing System Logs and Debug Logs.

Proficient in Data Migration Using Apex Data Loader, Salesforce Import Wizard.

Experience in source version control system (GIT).

Experience in Java Script, Production Deployments, Test automation, Code merge, Continuous Integration/Continuous Deployment (CI/CD).

Experience in SFDC Administrative skills like creating Profiles, Roles, Users, Relationships, Page Layouts, Email Services, Approvals, Workflows, Process Builder, Reports, Dashboards, Workflow Rules, Flows, and Validation Rules.

Experienced working with salesforce.com sandbox and production environments, also with Eclipse IDE Force.com Plug-in environments.

Hands on working experience in Role Hierarchy, Custom Profiles and public Group’s creation and user management.

Experience in creating custom objects, custom fields, page layouts, custom Tabs, Email Templates, Reports and other various components as per the client and application requirements.

Extensive business knowledge and customization experience on various salesforce.com standard objects like Accounts, Contacts, Opportunities, Products and Price books, Cases, Leads, Campaigns, Forecasting, Reports and Dashboards.

Extensive knowledge on deployment using standard sales-force change-sets and Force.com IDE.

Good Experience in Integration webservices (REST API/Soap API).

Have Experience on Web services and their usage on Salesforce platform.

Coordinated and transferred knowledge to the offshore team.

Excellent Leadership and Interpersonal skills, Team player with ability to work effectively with all levels of organization and individually as well.

Educational Qualification

●Master of Computer Application (MCA) from JNTU University, India – 2010

●Masters in computer technologies from Eastern Illinois University, USA – 2022

Technical Skills

CRM Technologies : Salesforce CRM, Siebel CRM

Salesforce Tools : Eclipse, Force.com IDE, Apex Data Loader, Workbench.

SFDC Environment : Apex, Triggers, Web Services, Amp script, SSJS,SQL, SOQL, Visual force Pages, Vlocity, APEX Components & Controllers.

Programming Languages : APEX, Java, C, and C++.

DBMS : Oracle 11g, SQL Server

Web Technologies : Visual Force, JavaScript, Html, CSS.

Operating System : Windows, Linux

Professional Certifications / Training's:

●Salesforce Certified Administrator

●Salesforce Certified Platform Developer 1.

●Salesforce Certified Platform Developer II.

●Salesforce Certified Marketing Cloud Administrator.

●Salesforce Certified Marketing Cloud Consultant.

●Pega PRPC Certified System Architect (CSA 7.1).

Work Experience

PROJECT 1:

Verizon – Tx April 2023 to tilldate

Sr. Salesforce Lead Consultant

Responsibilities:

●Created Lightning pages using Lightning Components.

●Enable Forecast Types and automated opportunity Splits through salesforce apex coding.

●Works with related contacts whereas one contact can be added to many accounts.

●Implemented different use cases using visual force, salesforce apex and aura components.

●Worked on CPQ Salesforce in different tools for the companies to provide accurate pricing with given product configuration scenario.

●Worked on full-life cycle implementation of Salesforce CPQ, product configuration, product rules, pricing rules and quote templates.

●Loaded Opportunity Forecast Quotas using Data loader.

●Enable state and country picklist functionality and taken care of existing data map using batch apex.

●Worked on campaign redesign which included a rollup summary of open, closed, and won opportunities achieved through Apex coding.

●Works with apex controllers for web method integration.

●Address validations and district office validations using lightning data table.

●Configured Products and created different price lists.

●Auto assignments of cases owners based on the custom meta data values.

●Implemented the customized functionalities using Apex, Visual force and Apex triggers..

●Validate and deploy using Bitbucket and welkin suite.

●Created different lighting console apps for different profiles.

●Works with advanced quote approval process.

●Created Lightning App page, record pages and added rich texts based on account type.

●Created reports for opportunity split revenue of opportunity team members.

●Configured bundle products, pricelist, pricing rules also created product rules.

●Implemented Salesforce B2B (Cloudcraze) interfaces integrated with external applications.

●Environment: HTML, Java Script, LWC, CSS, Triggers, Amp Script, Webservices, Reports, Email Services, Data Import/Export.

PROJECT 2:

LFG – NC Jan 2022 to April 2023

Sr. Salesforce Consultant / Lead

Responsibilities:

●Responsible for interacting with business user’s requirement gathering, defining functional and technical specifications. Consultation work for new implementation of Marketing Cloud functionalities.

●Implemented Sales Cloud and possess great knowledge of the lifecycle of Sales Cloud.

●Implement Marketing cloud from end to end.

●Create confidential and implement marketing campaigns using tools like Journey Builder, Email Studio, and Automation Studio.

●Implemented new process builders to complete multiple tasks on a single action like sending an email on approval of orders, creating default activity on creation of a cases.

●CPQ Configuration: Configure and customize Salesforce CPQ to meet business requirements, including setting up product bundles, pricing rules, discount schedules, and quote templates.

●Auto assignments of cases owners based on the custom meta data values.

●Involved in sending large Campaigns which included emails and mobile messages.

●Work with Data Stream, query writing, data extensions and AMP Script.

●Implemented Email Studio, Mobile Studio, Journey Builder, Marketing Cloud Connect etc.

●Implemented the requirements on Salesforce.com Lightning platform and Force.com.

●Developed Lightning web components LWC to provide better and more interactive interfaces to end users, which help in sales enhancements.

Created and designed data reports using Vlocity including data import, data mapping with workbench and JSON script.

Securing new business, obtaining customer loyalty, and improving customer satisfaction

Participate in the planning and realizing co-op, promotional and loyalty campaigns, product demonstrations.

Involved in Agile release planning sessions to define each feature/functionality delivered within the release categorized by drop/sprint with Business Owners, Development Team and Scrum Master.

Coordinated with developers and record defects in JIRA to track until they are resolved.

Implemented Salesforce B2B (Cloudcraze) interfaces integrated with external applications.

Responsible for Portal development.

Used B2B cloud craze e-commerce for the sale of goods or services between businesses via an online sales portal.

Involved in implementing Salesforce.com CRM applications, developing complex applications, delivering user training, and package implementations on Commerce cloud B2B.

Managed customer loyalty by gathering marketing interactions, purchase history, and website visits to give companies a unified view of the customer and allow them to get personalized promotions.

Led the implementation of a large on boarding for the customer Loyalty Project within the vendor financial system business.

Responsible for Data model changes tracking and bridging gap between technical and business requirements.

Work with Data Stream, query writing, data extensions and AMP Script.

Implemented Email Studio, Mobile Studio, Journey Builder, Marketing Cloud Connect etc.

Responsible for creating documents and use cases for change requests, bug tracking and coordination with business users and Developers.

Developed Lightning Web Components.

Worked on Multi Language features of Salesforce Commerce Cloud.

Responsible for dealing with Roles, Profiles, Access Settings, Workflow Rules, Validations, creation and modification of fields, page layouts and upload of data.

Developed Apex Triggers, Apex Test Classes, Validation Rules, workflows, and Visual force pages.

Queried on custom and standard objects using SOQL using force.com explorer.

Involved in configuring reports (tabular, matrix, summary) and Dashboards.

Create APIs that external applications can consume and integrate Salesforce with systems using web services, such as SOAP API, REST API, Bulk API, and Metadata API.

Involved in unit, integration and regression testing and end to end user testing. Also involved with the business users during User Acceptance Testing and Training.

Environment: Marketing Cloud Admin, Marketing Cloud Integration, Automation Studio, Journey Builder, Audience Builder, Email Campaign, HTML, Java Script, LWC, CSS, Triggers, Amp Script, Webservices, Reports, Email Services, Data Import/Export.

PROJECT 3:

Mercedes-Benz, Japan

May 2020 to Aug 2021

Sr Salesforce Developer

Responsibilities:

Responsible for interacting with business user’s requirement gathering, defining functional and technical specifications.

Responsible for Data model changes tracking and bridging gap between technical and business requirements.

Implemented Sales Cloud and possess great knowledge of the lifecycle of Sales Cloud.

Implemented B2B cloud craze transactions for auto industry companies, as well as property management, housekeeping, and industrial cleanup companies.

Built reusable UI/UX components with the lightning component framework. Implemented all modules of eCommerce (Product Information, Content Management, Order Management, Pricing, and Promotions in B2B and SFRA.

Responsible for Portal development.

To load the prematurity lead data files provided by the PEGA in real-time/batch interface into target CRM system via Informatica.

Integrate with the Pega application to sync with Lead and Retail Task details.

Responsible for interacting with business user’s requirement gathering, defining functional and technical specifications.

Developed Lightning web components LWC to provide better and more interactive interfaces to end users, which help in sales enhancements.

Create confidential and implement marketing campaigns using tools like Journey Builder, Email Studio, and Automation Studio.

Work with Data Stream, query writing, data extensions and AMP Script.

Developed Rest API to interact with external Orchestration Layer (Microsoft .net systems).

Worked on Journey Builder, Email Studio, Mobile Studio, Automation Studio, Web Services.

Created Journeys, Campaigns, Email Campaigns, Automations in Marketing Cloud. Developed Rest API to interact with external applications.

Integrated Salesforce and Marketing cloud using Salesforce Marketing Cloud Connector.

Environment: Marketing Cloud Admin, Marketing Cloud Integration, Automation Studio, Journey Builder, Audience Builder, Email Campaign, HTML, Java Script, CSS, LWC, Triggers, Amp Script, Webservices, Reports, Email Services, Data Import/Export.

PROJECT 4:

Citigroup-Offshore

June 2019 to May 2020

Salesforce Developer /Salesforce QA

Responsibilities:

Working with user group for requirement gathering throughout the planning and implementation.

Implemented Sales Cloud and possess great knowledge of the lifecycle of Sales Cloud.

Set up a CRM strategy and defined Salesforce as the standard tool for Sales Cloud

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

Worked on setting up efficient territory rules as to design a advanced Territory management system which will ensure that all the Lead, Opportunity, Account in Salesforce get automatically get assigned to the right territory and their respective Sales Team. With constantly updating the Sales Teams on these territories to keep the system up to date and realigning the data in Salesforce.

Worked on Lead Management, Email integration, and Sales Forecasting features of Sales Cloud.

Implemented the Salesforce.com (SFDC) Web to Lead functionality to create Leads in SFDC

Worked on creating custom E-mail templates like Mass Email, Email Templates, and Communication Templates to be sent to the customers regarding the new campaign benefits.

Implemented the Salesforce.com (SFDC) Web to Lead functionality to create Leads in SFDC

Conducted walk-through with the end users and stakeholders to gather the modification requests from the user to upgrade or change the specifications for the product.

Actively participated in team to debug the application.

Created and maintained custom objects, user profiles, workflows, validation rules, page layouts in Salesforce.

Customized the application basing on client needs.

Develop APIs that can be consumed by external applications by integrating Salesforce with web services, including bulk API, and metadata API.

Involved in unit testing using test cases.

Sound experience in integration of Salesforce.com applications using SOAP API and REST API Web Services.

Hands on experience in writing/manipulating the Salesforce.com platform data queries using SOQL, SOSL queries and worked with large volume data manipulation.

Involved in Salesforce.com application setup activities and customized the apps to match the functional needs of the organization.

Designed and developed Custom Objects, Page layouts, Custom tabs and Components to suit the needs of the application.

Created lookup and master-detail relationships on the objects and created junction objects and various advanced fields like Pick list, Field Dependencies, Custom Formula, Sharing rules for automated alerts, field updates and Email generation.

Environment: Salesforce, Salesforce.com IDE, Sales Cloud, SOQL, APEX Classes, APEX Triggers, Integrations, REST, API, JSON, Security, Sharing, VS code, GIT, Salesforce DX, Version control system, Reports, Data loader, Data Import wizard.

PROJECT 5:

AT&T-Offshore

May 2017 to June 2019

Salesforce Developer / Salesforce BA

Responsibilities:

Involved in understanding client requirements, analyzing, and implementing the requirements.

Developed UI using visual force.

Configured R-CRM application for multiple countries like setting role hierarchy, sharing rules, assignment rules, escalation rules, queues, approval process, and workflows.

Worked on Apex Triggers and Apex Classes for custom logic.

Writing test classes for custom controllers and triggers, which includes positive and negative test cases.

Set up a CRM strategy and defined Salesforce as the standard tool for Service Cloud.

Developed the entire integration with case management part for Service Cloud.

Implemented the Case Object Integration and Implementation part of the Service Cloud

Developed Batch job for bulk update information by making callout to the web service. And by using schedule apex scheduled the batch job at specific time interval.

Responsible for migrating metadata from one Sandbox environment to another Sandbox environment using Force.com IDE tool and Change Sets.

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

Integrate Salesforce with systems and create APIs that can be consumed by external applications by integrating it with web services such as SOAP APIs, REST APIs, bulk APIs, and metadata APIs.

Implemented case management involved in creation of web to case, email to case, and assign cases to the specific country queues.

Environment: Salesforce, Salesforce.com IDE, Sales Cloud, SOQL, APEX Classes, APEX Triggers, Integrations, REST, API, JSON, Security, Sharing, VS code, GIT, Version control system, Reports, Data loader, Data Import wizard.

PROJECT 6:

Ooredoo – Qatar/Kuwait

Dec 2015 to May 2017

Salesforce Developer

Environment: Siebel / Salesforce

Responsibilities:

Business Meeting to understand Ooredoo IT need.

Meeting with OOREDOO IT Team.

Involved in code migration and webservices.

Conducted walk-through with the end users and stakeholders to gather the modification requests from the user to upgrade or change the specifications for the product.

Actively participated in team to debug the application.

Created and maintained custom objects, user profiles, workflows, validation rules, page layouts in Salesforce.

Set up a CRM strategy and defined Salesforce as the standard tool for Sales Cloud.

Customized the application basing on client needs.

Develop APIs that can be consumed by external applications by integrating Salesforce with web services, including bulk API, and metadata API.

Involved in unit testing using test cases.

Sound experience in integration of Salesforce.com applications using SOAP API and REST API Web Services.

Hands on experience in writing/manipulating the Salesforce.com platform data queries using SOQL, SOSL queries and worked with large volume data manipulation.

Involved in Salesforce.com application setup activities and customized the apps to match the functional needs of the organization.

Designed and developed the Custom Objects, Page layouts, Custom tabs and Components to suit the needs of the application.

Discussion on the pain areas in terms of Application performance.

Analyzing their application Customizations, code quality, defects, etc.

Discussing and Identify redundancies, Customizations and Interfaces etc.

Understanding Application usage w r t the ‘Implementation’

Worked with the Production support team to resolve the issues and with the implementation teams for successful code fixes on Test and production environments.

Environment: Salesforce, Salesforce.com IDE, Sales Cloud, SOQL, APEX Classes, APEX Triggers, Integrations, REST, API, JSON, Security, Sharing, VS code, GIT, Version control system, Reports, Data loader, Data Import wizard.

PROJECT 7:

Novartis-Offshore

May 2015 to Dec 2015

Salesforce Developer

Responsibilities:

Responsible for interacting with business user’s requirement gathering, defining functional and technical specifications.

Responsible for Data model changes tracking and bridging gap between technical and business requirements.

Responsible for dealing with Roles, Profiles, Access Settings, Workflow Rules, Validations, creation and modification of fields, page layouts and upload of data.

Developed Apex Triggers, Apex Test Classes, Validation Rules, workflows and Visual force pages.

Set up Sales Cloud configurations and implemented Lead Management, Email integration and Sales Forecasting features.

Set up a CRM strategy and defined Salesforce as the standard tool for Sales Cloud.

Queried on custom and standard objects using SOQL using force.com explorer.

Involved in configuring reports (tabular, matrix, summary) and Dashboards.

Responsible for creating documents and use cases for change requests, bug tracking and coordination with business users and Developers.

Involved in unit, integration and regression testing and end to end user testing. Also involved with the business users during User Acceptance Testing and Training.

Environment: Salesforce, Salesforce.com IDE, Sales Cloud, SOQL, APEX Classes, APEX Triggers, Integrations, REST, API, JSON, Security, Sharing, VS code, GIT, Version control system, Reports, Data loader, Data Import wizard.

PROJECT 8:

IMUM-Offshore

Jan 2014 to May 2015

Siebel Loyalty Developer

Responsibilities:

●Responsible for interacting with business user’s requirement gathering, defining functional and technical specifications.

●Experienced on Order life cycle, loyalty, and Service Request life cycles.

●Well versed with Siebel Terminology and working knowledge of Siebel entities like Accounts

Management, Contacts, Events, Service Requests, Activities, Assets, Opportunities, Orders,

Member, Voucher, Promotion, Transaction, Tier etc.

●Extensively worked on Loyalty Tier upgrade, downgrade areas.

●Performed Data Mapping, Bulk imports of data in the Siebel database using EIM.

●Creating and modifying configuration (ifb) files to run the EIM import process to populate the base tables in optimal manner.

●Involved in extending columns in the Siebel base tables.

●Involved in data cleansing at the Staging table level while loading the data into EIM tables.

●Involved in tier implementation on loyalty and Order Management application.

●Interacted with the Business Requirements and the design team and prepared the Low Level

Design documentation studying the High-Level Design documents implementing Account,

Contact, Loyalty management and Tier Management modules. Understanding the

Operational pain areas.

● Studied the requirement and high-level design for the Order Billing process and prepared the

Low-level design document to configure the application and interfacing of the system with

external systems with Siebel Integration capabilities.

●Discussion on the pain areas in terms of Application performance.

●Analyzing their application Customizations, code quality, defects, etc.

●Discussing and Identify Obsoletes / redundancies, Customizations, Interfaces, etc.

●Understanding Application usage w r t the ‘Implementation’

●Environment: Siebel Sales 8.1, Oracle 11i, Configuration, e-script, Workflow Management.

PROJECT 9:

Qantas-Offshore

June 2010 to Jan 2014

Siebel Loyalty Developer

Responsibilities:

●Involved in Creating Loyalty Program.

●Interacted with the Business Requirements and the design team and prepared the Low-Level Design documentation studying the High-Level Design documents implementing Loyalty management modules like Tiers, Promotions, Products, and Loyalty Members.

●Developed Loyalty Product Configuration.

●Configuring Applets Pick Applets, Views, Screens, Joins, Links and Pick List.

●Configuring Drilldown objects and Toggle Applets.

●Configuring Workflows.

●Performed Data Mapping, Bulk imports of data in the Siebel database using EIM

●Creating and modifying configuration (ifb) files to run the EIM import process to populate the base tables in optimal manner.

●Involved in extending columns in the Siebel base tables.

●Involved in data cleansing at the Staging table level while loading the data into EIM tables.

●Extending database columns in Data Object Layer.

●Creating run time events, state models.

●Configuring TBUI’s (Task Based User Interface).

●Created Task applets, Task views, Task Groups, Task Events, and Task Chapters.

●Environment: Siebel Loyalty 8.1, Oracle 11i, Configuration, e-script, Workflow Management, TBUI.



Contact this candidate