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Salesforce CPQ Developer

Location:
Richardson, TX, 75080
Posted:
March 14, 2024

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Resume:

Vidya Sagar

469-***-****

ad4b55@r.postjobfree.com

Professional Summary:

Overall, 9+ years of experience as a Salesforce Certified Developer with 5+ years of Experience in Quote To Cash technology along with Contract life cycle management.

Well versed with analysing company processes, translating business workflows into accurate Salesforce.com workflows and configuring Salesforce.com to meet business needs.

Leveraged various APTTUS CPQ (Configure Price Quote) tools capabilities including shopping cart configuration.

Implemented APTTUS CLM and configured End to End system setup in multiple engagements.

Experience in customizing the platform from standard Sales, standard objects like Accounts, Leads, Opportunities and Cases to developing Apex Classes, Triggers, Visual Force pages as per the client and Application Requirements.

Expertise in creating tasks like Roles, Profiles, Email services, Page layouts, Record Types, Workflow Alerts, Actions, Validation Rules and Approval processes.

Hands on experience in creating Query Templates for Agreements, Merge fields, Agreement Protection, Document output formats.

Experienced in all basic admin functions including Object creation, User Account Maintenance, Reports, Dashboards, Workflow, Process builder, Flow builder, Enabling search Tags and Daily tasks.

Configured and Managed creation and maintenance of Standalones and Product Bundles, Option groups and Options including creating product field attributes, attribute groups and Constraint rules, hierarchies.

Extensive knowledge in Salesforce.com with hands on experience in sharing and security features like customizing OWD settings, Field Level Security, creating Permission Sets, Field Sharing Rules and Manual Sharing.

Implemented Lightning Apps along with Lightning Design System, Lightning App Builder and Lightning Component features.

Migrated from Salesforce Classic to Lightning Experience to develop rich user interface and better interaction of pages.

Extensive experience in Salesforce Lightning development, including Apex, Visualforce, and Lightning Components.

Worked on Salesforce1 Platform to build Mobile App by enabling Lightning Components for use in Salesforce1 mobile platform to make Lightning Application mobile.

Good experience on Retrieving data from Third-Party API’s and display within the lightning component.

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

Experience in Integration using REST API.

Expertise in data migration using Data Loader, Ant Migration tool and Import Wizard.

Education & Certifications:

Bachelor’s in computer science, India

Master’s in computer science, Kentucky, USA

Salesforce Certified CPQ Specialist

Salesforce Certified Platform Developer I

Salesforce Certified Administration ADM 201

Technical Skills:

Languages: SQL, SOQL, Apex, HTML, CSS, JavaScript

Operating Systems: Microsoft Windows 95/98/2000/XP/7/8, Linux, Windows 9X, XP, 2000

Salesforce CRM Tools: Force.com IDE, Force.com Data Loader, Force.com Excel Connector, Connect

Offline, Salesforce to Salesforce, Apex Explorer.

Quoting and Contract Packages: Apttus CPQ, Apttus CLM, X-Author, UML, Use Cases, Quick Test Professional (QTP).

Professional Experience:

Juniper Networks - Remote Nov 2023 – Till Date

Role: Salesforce CPQ Developer

Responsibilities:

Configured various Salesforce CPQ functionalities including bundle configuration, product rules, option constraints, price rules, discount schedules, and quote management to meet business requirements.

Analyzed existing systems to identify gaps and provided solutions to bridge them, ensuring seamless integration and functionality.

Configured complex pricing structures using lookup tables and price rules to accurately price products for three different countries, optimizing revenue and profitability.

Implemented multi-dimensional quoting functionality to accommodate ramp deals, improving sales efficiency and accuracy.

Automated template selection and output settings to ensure appropriate templates were presented to users based on quote type, enhancing user experience and efficiency.

Played an active role in deployment and data migration for CPQ projects using change sets and Data Loader respectively, ensuring smooth transitions and minimal disruption to operations.

Collaborated with the team on the development of CRM solutions using standard/custom objects, workflows, process builders, flows, validation rules, Apex classes, and triggers, delivering comprehensive and effective solutions.

Resolved production bugs ensuring system stability.

Varian Medical System/Siemens - Remote Mar 2022 - Oct 2023

Role: Salesforce CPQ Developer

Responsibilities:

Worked with native Salesforce quote to cash functionality such as Opportunities, Product configurations, Product rules, Price rules, Quotes, Orders and contracts, Lead-to-Cash business processes.

Reviewed and analysed the effectiveness and efficiency of existing systems and developed strategies for improving the application under test.

Coordinated with Legal, Business Operations, Orders and Finance teams to execute customer engagements and process purchase orders.

Built and maintained dashboards focused on pipeline, bookings, risk, account performance and Sales Rep performance.

Customize and extend Salesforce CPQ functionality using Apex classes, triggers, and Lightning Components.

Performed testing and customization of objects, fields, record types, page layouts, workflow and validation rules in salesforce.

Worked on Summary Variables, Look Up Query records to be used in Price Rules.

Experience in modifying Custom Script for CPQ pricing using QCP plugin.

Helped the client in creating Products, Product Bundles based on the business requirements.

Worked on Advanced Approvals by making use of Approval Rules, Approval chains, etc.

Configured custom quote terms for document generation.

Order creation, subscription management, contract Renewal management.

Environment: Salesforce.com, Salesforce CPQ, FinancialForce, Apex, Apex Data Loader, Force.com IDE, Meta-data API, UML, Microsoft Office Project.

SGS Global - Irving, TX Jul 2016 - Feb 2022

Role: CPQ/CLM/QTC Consultant

Description: Salesforce CPQ quote life cycle along with configured quote terms and integration with NetSuite for billing. Contract Life Cycle Management implementation for Finance based firm with 300+ Products that enable customers to process financial transactions. Implemented CLM End to End process along with their agreement automation and Customer management in salesforce. Implemented Apttus CPQ solution for a Media & Information firm where Apttus is integrated to their Order Management system (SAP) and their Entitlement system (TFMS). Also been a part of implementing Asset Based Ordering and Renewals which is major part of their business. Implemented Sales Path for Sale Reps to enhance their Opportunity stage progress experience and understand next steps in the process. This involved working with Visual Force Pages and customization triggers.

Responsibilities:

Created Product Rules to do the Product validations/Filter Rules to meet the business requirements.

Conducted high-level solution description meetings using knowledge of Apttus CLM process design, capabilities, architecture, data flows, and integration.

Utilized X-Author to create templates with dynamic clauses inserted in the templates, creating smart clauses, and merge fields.

Played a crucial role in the streamlining the process between Apttus CPQ and existing Apttus CLM system in coordination with client team and internal development team.

Designed the templates for proposal/quotes, created conditional Price Matrix based on customer ratings using Apttus CPQ.

Create and modify contract templates using Apttus X-Author, built Apttus Advanced Workflow Approvals

Integrated DocuSign for e-signing contracts and tested the end-end contract lifecycle using the same.

Involved in creation of Email and Mail Merge Templates for Apttus related custom objects.

Created Agreement End to End process by using wizard with Input rules and conditions.

Developed tasks, emails and alerts to trigger via workflows to track customer related tasks and activities.

Data Migration of the executed contracts from one instance to another instance leveraging the presence of Data Loader tool.

Experience in Administration, Configuration, Implementation, Lightning, and support with Salesforce platform.

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

Involved in data mapping and migration of data from legacy systems to Salesforce.com objects and fields.

Configured security features including Agreement Protection, Agreement and Admin Rules.

Involved in design and development of Workflows rules, triggers, Apttus Advanced Workflow Approvals, validation rules for functional use cases related to quoting.

Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into salesforce.com, checking for integrity of the data.

Integrated the web services by generating the necessary stubs from the WSDL files for extracting the data from the home-grown applications by using the home-grown web services.

Interacted with the Apttus PS on Product bugs on a regular basis.

Deployed, configured and supported the prototype application for a demo for various line of business.

Prepared presentation decks UAT demos - gathered feedback and followed up with further updates on the prototype and related documents.

Involved in developing use case document for the application, system requirement specification (SRS) and presentations for proposed solutions.

Analysed and Created Custom Profiles as required for the business needs and implemented Object level, Field level and Record level security.

Customized Page Layouts for Salesforce.com Standard and Custom objects Configured X-Author for Excel Connector to use Salesforce data and map it to Excel sheet for executive view.

Used Force.com platform for developing feature rich and user-friendly Visual force pages along with custom controllers for enhanced user interfaces.

Experience handling Data Integration and Data Cleansing activities using Data.com solution.

Drafted Test Plans which included testing objectives, testing phases in sandbox and production environments after a thorough analysis of the business rules.

Written Test classes and methods for various test case scenarios and achieved average code coverage of more than 80%.

Environment: Salesforce.com, Salesforce CPQ, FinancialForce, Apex, Apex Data Loader, Force.com IDE, Apttus CLM, Apttus CPQ, Apttus Contract Management, Apttus Configurable Wizard, X-Author Contracts, Agile, Workflow rules, Validation rules, Custom components, Reporting, Data Management, Meta-data API, UML, Microsoft Office Project.

Standav Corp - Hyderabad, India Dec 2012 – Sep 2015

Role: Salesforce Administrator

Responsibilities:

Setup Users, User roles, Role Hierarchy, Profiles, and customized Page Layouts and profile-page layout assignments and Customized tabs for different business user's groups and business centres.

Implemented minor meta-data enhancements on various standard objects such as Account, Contact, Opportunity, Lead, Campaign and Case and few custom objects with guidance from the Technical architect.

Implemented Object level, field-level security using OWD, Profiles, Permission sets as well as data-oriented security using sharing rules, manual sharing as per business needs.

Created various profiles and configured the permissions based on the organizational hierarchy requirements for Salesforce as well as Salesforce platform licenses.

Involved in Data migration and uploaded multilingual data through Data Loader.

Created various custom reports for standard objects as well as custom objects to give complete detail overview of account.

Provided ongoing support and training to internal users to help them familiarize application.



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