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Service Cloud Financial

Location:
Boston, MA, 02109
Posted:
February 14, 2024

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Resume:

Pranavi C

ad3mi5@r.postjobfree.com

816-***-****

PROFESSIONAL SUMMARY

● Having 8+ years of professional experience in Salesforce.com CRM and Involving in various phases of Software development.

● Experienced in Financial Service Cloud, Sales Cloud, Service cloud, Customer portal using Salesforce CRM.

● Involved in POC Requirement analysis, Application maintenance, and Development.

● Wide level of work experience on the designing of Objects, Custom Tabs, fields, Page Layouts, Record Types, Custom Reports and Design of Dashboards as per the client and application requirements.

● Experience in creating the Validation, Workflow Rules, Approval Process, sites and Customer portals.

● Implemented Security and Sharing rules at object, field, and record level for different users at different levels of organization.

● Implemented and Developed Relationship Groups, Customer 360 view and Book of Business.

● Experience in Salesforce developer toolkit including Triggers, Visual force Pages, Apex Classes, Batch Apex, Scheduled Apex, Force.com IDE and Migration Tool.

● Experience in Salesforce Lightning and SLDS, Data service, and Quick Actions in Salesforce lightning.

● Developed SFDC Customized Reports, Dashboards and Processes to continuously monitor data quality and integrity.

● Experience in Salesforce Customization, Data Validation, Sales, Marketing, Customer Service and Support Administration.

● Collaborated with cross-functional departments like Marketing, Sales, Accounting and Operations to carry out business solutions.

● Developed Deployment Strategy and Deployed the application to Production using Change set, Force.com IDE, Ant Tool and Workbench.

● Experience on working with Data Loader and Import Wizard.

● Having experience in working with ETL teams, Web methods and Data power teams.

● Experienced health cloud limitations like Display limitations, Platform Encryption limitations, Behavior and access limitations and Localization limitations. Involved in Sprint Planning sessions and Estimating the complexity of tasks.

● Having experience using the Jira Board, ALM Quality Center and Share point for tracking the tasks.

● Having experience on the Integration of Rest and SOAP API.

● Developed custom functionality using Apex classes, Triggers, Visualforce pages for different business requirements for Health cloud.

● Expertise in analyzing business requirements, Entity Relationship diagram and implementing them to Salesforce Business custom objects, master-detail relationships, lookup relationships.

● Experience in implementing Salesforce Security and Sharing rules at Object, Field, and Record level for different users at different levels of organization. Also created various Roles, Profiles and configured the Permission set based on the organizational hierarchy.

● Excellent communication and inter-personal skills, technical documentation and reporting skills, accustomed to working in both large and small team environments. CERTIFICATIONS

Certified Salesforce Platform Developer 1

Certified Salesforce Administrator

TECHNICAL SKILLS

Salesforce Technologies

Apex Classes/Controllers, Apex Triggers, SOQL, SOSL, VF page, (Visualforce Pages) / Components, Apex Web Services, Custom Controllers and Extension, Agile Methodology, Service Cloud Console, Workflow Approvals, Dashboards, Communities, SSO, Lightning and Wave Analytics. Cloud Computing Salesforce.com CRM, Sales Cloud, Service Cloud, Financial Service Cloud, Visual Force, Apex, Salesforce configuration and customization, health cloud.

Databases Oracle 11g/10g/9i, MS SQL Server, MYSQL, DB2 Web Technologies Web Services, Java, JavaScript, REST API, CSS, HTML, XML, SOAP API, AJAX Cloud Computing Salesforce.com CRM, Sales Cloud, Service Cloud, Financial Service Cloud, Visual Force, Apex, Salesforce configuration and customization, health cloud.

Version Control GitLab, SVN, VSS

Languages C#, Java, JavaScript, SQL, Apex, Ant, Mavens PROFESSIONAL EXPERIENCE:

Client: State Street Global Advisors, Inc, Connecticut April 2022 – Till date Senior Salesforce developer

Responsibilities:

● Performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of Salesforce.com (SFDC) and other platform-based technologies like Visualforce, force.com API, and web services.

● Worked on Financial service cloud to develop the application.

● Worked on various SFDC standard and custom objects like Accounts, Contacts, Cases, Contracts, Entitlements, Opportunities, Price books, Products.

● Created VF pages, Apex Classes and Triggers to achieve custom functionality based on the requirements.

● Designed custom charts using Google charts API to reduce sales team effort in selling the products.

● Worked on various aspects of Salesforce Application like visibility rules based on positions and responsibilities.

● Expertise in building Lightning components using Aura framework, Lightning Web components, Visualforce pages.

● Used Translation Workbench on SFDC in-order to translate the custom labels, validation rules and email templates in different languages.

● Experience working in Financial Services Cloud to provide personalized service to the client and increase the productivity.

● Built apex classes implementing SOQL statements with Eclipse to manage interaction with the database

● Customized and developed Apex Code, Visualforce, Triggers, Java Script and CSS as per the business requirements.

● Modified Opportunity and Pipeline by customizing various stages to help prospect better and enabled forecasting.

● Integrated Backend systems with REST API to accept the Terms and Conditions before providing the Offers to the customers. worked with the Financial Service cloud to integrate the business model and to increase the productivity.

● Configured various Salesforce modules including case management, campaign management, workflows and reports. Designed, tested and launched new Salesforce objects and object fields. Monitored and authorized permissions to various user accounts.

● Responsible for Computer Telephony Integration (CTI) configuration. Using CRM Call Center to integrate Salesforce to third party CTI system. Allowing call center users to see Salesforce information for incoming calls, and make out-going calls directly from Salesforce platform.

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

● Participate in daily SCRUM meeting and engage wit development team (s) 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.

● Assisted with Integration of telephony systems with other call center applications such as Computer telephony integration (CTI), Interactive Voice Response (IVR).

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

● Worked on configuration, security and security controls aspects of Salesforce.

● Worked on Record Types, Validation Rules, Triggers and Page Layouts.

● Involved in Salesforce Application Setup activities and customized the apps to match the functional needs of the organization.

Environment: Force.com IDE, web service API, Force.com Mitigation, SOAP, SOQL, WSDL, Debug Logs, Trigger Handlers, AJAX, GITHUB, Financial Service, Platform security, Assignment rules, Escalation rules, Standard objects, Page layouts, Workflows, Apex classes, Lightning Components. Client: Safeco Insurance, Seattle, WA Aug 2020 – Mar2022 Senior Salesforce Lightning developer

Responsibilities:

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

● Created Visualforce pages with fields, buttons and using various components to invoke methods.

● Using controllers and embedded JavaScript and HTML as needed. Created modern Enterprise Lightning Apps combining Lightning Design System, Lightning App Builder and Lightning Component features.

● Upgraded some Apps from Salesforce Classic to Lightning Experience to develop rich user interface and better interaction of pages.

● Retrieved some data and its functionality from Third-Party API and displayed within the lightning component.

● Created multiple Lightning Components, added CSS and Design Parameters that makes the Lightning component look and feel better.

● Leveraged APEX Controller to make a call for external request to retrieve data from various API and displayed them on to the component.

● Enabled Aura Framework, by adding Aura Attributes and Aura Handlers for Events to focus on Logic and Interactions in Lightning Applications.

● Minimized code in JavaScript Controllers by adding reusable functions in Helper Component.

● Updated the APEX Controller and Helper functions regularly making the Component Context Aware as per business requirement.

● Created modern Enterprise Lightning Apps combining Lightning Design System, Lightning App Builder and Lightning Component features.

● Tested apps by appending multiple components to a Lightning Application there by deployed Applications from Sandbox to Production.

● Used refined global search in Lightning by developing Apex classes and Controllers.

● Experienced using Force.com IDE for creating, modifying, testing, and deploying Force.com Applications.

● Used SOQL and SOSL statements within Governor Limits for data manipulation needs of the application using platform database objects.

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

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

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

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

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

● Implemented the Web Service through WSDL in the Salesforce.com for outbound messaging.

● Worked on Integrating SAP and Salesforce systems using SOAP and REST API.

● Involved in daily standup meetings, Scrum This resulted to bring good solution to the business requirement. Environment: Salesforce.com Platform, Force.com, Force.com Eclipse IDE, Lightning Experience, Lightning Components, Apex classes and Controllers, HTML, CSS, Data Loader, WSDL, SOQL, SOSL, Scrum, Custom objects, Custom fields, Web Services, SOAP, REST.

Client: Sutter Health, Sacramento, California April 2019 – Jul 2020 Senior Salesforce Admin/ developer

Responsibilities:

● Performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of Salesforce.com (SFDC) and other platform-based technologies like Visualforce, force.com API, and web services.

● Performed detailed analysis of business and technical requirements and created solutions by customizing various standard objects of Salesforce.com (SFDC) and other Platform based technologies like Visualforce, Force.com API, and Web Services.

● Worked as Admin to identifying, planning and implementing new salesforce.com features and functions

(New screens, workflow, force.com objects, and reports, apex code) to meet business requirements.

● Created various Custom Objects, Custom Settings, Custom Labels, Validation rules Record types, Custom Tabs, Workflow rule and approval process including Field updates and email alerts.

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

● Worked as a Sales Force Chatter APP with the organization and regularly participated in the scrum and sprint meetings and chatter community.

● Created custom metadata settings to configure Health cloud. Created care plan template and also managed the health cloud permissions.

● Created New Reports, New Dash Boards, and worked on Data Loader by uploading millions of records and experienced in cleansing and De-duplicating bulk loads.

● Implemented Wave Analytics, created datasets, dashboards and apps for Opportunity, Accounts and Cases.

● Service Cloud enhancements - Portal entitlement wizard changes.

● Experience with Service Cloud including: Service Console, Customer Portal, Case Feed, and Knowledge.

● Used SOSL query to search all objects including custom objects.

● Used Sales Cloud in Preparing and getting approval of design, functional and technical specifications from business.

● Worked on Sales Cloud and Service Cloud with functionalities like Opportunity Management and Case Management.

● Created and maintained the email templates to be used in the Workflows, Auto Assignment Rules and Auto Response Rules related to Lead Management module in Sales Cloud.

● Experienced health cloud limitations like Display limitations, Platform Encryption limitations, Behavior and access limitations and Localization limitations.

● Integration of Sales cloud with external information systems using SOAP API web services.

● Created page layouts, search layouts to organize fields, custom links, related lists, and other components on record pages.

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

● Creating Apex Classes by using WSDL and writing business logic layer for integration with external web services to the system for functional needs.

● Implemented Apex Classes and Triggers and linked them to manage the workflows mplemented in the system.

● Configures customer and seller communities developed custom visual force pages for communities.

● Experienced Salesforce health cloud data model. Creating roles for care team members.

● Used community cloud to build deeper relationship with customer to provide better service and assist them through online.

● Created profiles and implemented Object and field level security to hide important information. Environment: Salesforce.com platform, Apex Language, CRM, Visual Force, Pages, Data Loader, Workflow

& Approvals, Email Services, Security Controls, Sandbox Data loader, Health cloud, Eclipse IDE, Lightning, App Exchange, Informatica.

Client: Albertsons Companies, Chicago, LI April 2017 – Mar 2019 Senior Salesforce Admin

Responsibilities:

● Worked extensively on APEX Triggers, APEX Classes, Apex Test Classes, Visual force pages to fulfill various business requirements.

● Developed the business logic of the application using APEX classes.

● Designed the application to be created module wise using the schema builder.

● Implemented REST API to retrieve the recent items on the customer portal VF page.

● Designed and developed Database migration scripts and execute migration plan from Siebel to Sales force.

● Deployed code using GitHub and Jenkins.

● Used Salesforce Shield to Encrypt Sensitive Data of Users.

● Customized page layouts for Opportunity, Contacts, and Accounts depending upon user profiles and created permission sets where necessary.

● Making the timely data management using the Data Loader tool and thus making the insert, delete, and upset operation on the data.

● Defined lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects

● Constructed new sandbox Plan and assembled all the Requirements for Project.

● Deployed Configurations and Code between Sales force Environments through various deployment tools like Force.com IDE, Snapshot, Ant Scripts, Cruise Control, and Change

● Involved in Working with Standard Sales force features like Objects, Workflows, Record Types, Page layouts, Workflow Rules, Case Assignment Rules, and Escalation rules, Validation rules, Profiles, Roles, Reports and Dashboards etc.

● Involved in Custom Integration of Outbound Messages, Workflow Approvals, Reports, Custom Objects and Tabs, Email Services Security Controls, App Exchange Package Custom Application, Sandbox data loading.

● Experience with developing a complete Case Management System using Lightning Components, Controllers, Helper Methods, and Style Sheets.

● Customized page layouts for Opportunity, Contacts, and Accounts depending upon user profiles and created permission sets where necessary.

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

● Have experience in working in Agile Project.

● Performing the mass data activities in the organization.

● Programmed the various automated functionalities using the triggers in the combination if the related classes.

Environment: Visual Force, Apex, SOQL, Service Max, Salesforce Sheild, WSDL, HTML, JQuery, Java Script, Integration, SOAP, REST API, and AJAX, Validation Rules, Workflow Rules, Approval Process, Process Builder, Custom Objects, Data Loader, Workbench, Escalation rule, CPQ, Lightning, Agile methodology. Client: Colan Infotech Private Limited, Bengaluru, India April 2014 – Dec2015 Senior Salesforce Admin

Responsibilities:

● Worked extensively on APEX Triggers, APEX Classes, Apex Test Classes, Visual force pages to fulfill various business requirements.

● Performed the roles of Salesforce.com Administrator and Developer in the organization.

● Used field level security along with page layout to manage the visibility and accessibility of fields for different profiles.

● Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards.

● Implemented Web to Case, Email to Case functionalities to provide a better customer support to the customers.

● Developed Assignment rules, Escalation rules to enable proper routing of cases to the case team members.

● Developed workflow rules, tasks, emails and alerts to track customer related tasks and activities.

● Developed VisualForce Pages to include extra functionality and wrote Apex Classes to provide functionality to the visual pages.

● Wrote triggers to process incoming service e-mail requests from customers to automatically create new case records.

● Knowledge on Integration of Web Services for extracting the data from external systems to display in the pages of salesforce.com.

● Used the Java Ant for testing and migrated the code to the deployment instance after testing.

● Designed various types Email templates for auto response to customers.

● Developed several custom reports to better assist managers and also report folders to provide report accessibility to appropriate personnel.

Environment: Salesforce.com platform, Data Loader, Apex Classes, Controllers, Triggers, VisualForce, SOQL, SOSL, Workflow Approvals, Java Ant, Custom Reports, Dashboards.



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