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Salesforce Developer Financial Services

Location:
San Antonio, TX
Posted:
March 28, 2024

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Resume:

Shravan Arolla

Email: ad4mx7@r.postjobfree.com

Mobile: +1-903-***-****

www.linkedin.com/in/ShravanArolla

Professional Summary:

Possesses 10+ years of experience in Salesforce.com CRM concepts and certified salesforce developer/admin (Platform Developer I and Admin).

Experience in all the phases of SDLC (Analysis, Design, Development, Administration, Testing, Implementation and Support) in various software Applications using Salesforce

(CRM) and Mainframe.

Experience with LWC Framework and Aura Framework for UI development.

Experience with Salesforce DX CLI and Visual Studio Code for developing the LWC components.

Worked with Scratch orgs for salesforce development and Copado to deploy them to Sandboxes.

Excellent communication and inter-personal skills, management of teams, responding to RFP’s.

Experience working across various SFDC implementations covering App Cloud, Sales Cloud, Marketing Cloud, Financial Services cloud, Chatter, App-exchange apps, Salesforce1 & Lightning features.

Hands-on experience in SFDC development using Apex classes and Triggers, VisualForce, Lightning Process Builder, Flows, SOQL, SOSL, Formula Fields, Validation Rules, Workflows, and Approval Processes for automated alerts, Field updates, Email alerts, Tasks, Reports, Dashboards.

Experience in SFDC Administrative tasks like creating Profiles, Roles, Users, Page Layouts, Reports, Dashboards, deployment, data migration using Data Loader and ETL.

End to End experience in implementing the Security in Salesforce (OWD, Sharing Rules, Roles, Profiles, Permissions, Public Groups, Queues etc.).

Experienced in requirement gathering and estimating the hours of work based on the requirement from the client and maintaining the quality documents for all the work done till the end of the cycle.

Employment Profile:

Employer Current Role Duration

Tata Consulting

Services

379 Thornall Street 4th

Floor Edison Nj - 08837

Alindus Inc

1212 Corporate Drive

Suite 260, Irving,

TX -75038

Senior Salesforce Developer/ADMIN Feb 2013 – July 2020 Senior Salesforce Developer/ADMIN Aug 2020 – Till Date Professional Certifications:

Salesforce Certified Platform Developer I

Salesforce Certified Administration

System Experience:

Education:

Master’s in computer science – Texas A&M Commerce, Commerce, Texas

(August 2010 – December 2012).

Bachelor’s in Computer Science - Jawaharlal Nehru Technological University, Telangana, India

(September 2006 – May 2010).

Technologies/

Products

LWC Framework, Apex Classes, Apex Trigger, Salesforce DX CLI, VisualForce, Salesforce.com, Force.com Web Services API, Sales Cloud, Marketing Cloud, Financial services cloud

Tools Data Loader, Workbench, Excel Connector, Force.com Eclipse IDE Plug- in, Force.com Explorer, Visual Studio Code, Salesforce DX CLI, IBM DataStage (ETL)

Web Development XML, HTML, CSS, Visualforce, JavaScript Version Control

Tools

GIT LAB, Bit Bucket

Databases Oracle 10g/9i, SQL Server 2008/05/2000, MYSQL Operating Systems Windows 98/2000/XP/2003/vista/2007/10 Work Experience:

Industry: Insurance & Banking Duration: April 2019 – Present Client: USAA

Client Location: San Antonio, Texas

Role: Senior Salesforce Developer/ADMIN

Project Description:

Client: U.S.-based insurance and bank specializing in credit cards, home loans, auto loans, Insurance.

Project: CRM solution for Audit services, to audit the employees and entities of financial related services. This application will help auditors to manage the compliance related calculations in one place. This app has Risk related calculations. Responsibilities:

● Responsible for requirements gathering/documentation, test plan creation/coordination, working through the change management process for each deployment and all code development.

● Agile Development Methodology was followed for the implementation.

● Responsible for detailed design, development, coding, implementation, testing, deployment, troubleshoot and enhancement of web cloud- based enterprise-wide Salesforce applications.

● Convert the Salesforce application from classic to lightning in the LWC framework.

● Responsible to Convert the Salesforce application from classic to lightning in the LWC framework.

● Created Scratch orgs for Developing the code with much more ease and deployed the code using Copado.

● Leverage the Out-Of-Box components as much as possible to decrease technical debt and to make application easy to maintain.

● Check browser compatibility, performance and capacity criteria for requirements, and discuss support related issues.

● Developed several Custom Reports & Dashboards that are used by Business users, developed dashboards using LWC framework for Home Page.

● Attend design reviews to brainstorm design patterns and solutions, review code to ensure the coding standards and discuss design issues and resolve impediments to project progress.

● Prepared user guidelines for the end users and created technical documentation.

● Packaged the components in VS Code and Copado to move it to test and production environments, work with the deployment team for change management activities.

● Enhance the existing workflows to meet the changing requirements. Industry: Financial Services Duration: January 2018 – March 2019 Client: MassMutual

Client Location: Springfield, MA

Role: Senior Salesforce Developer/ADMIN/Release Manager Project Description:

Client: U.S.-based Mutual funds specializing in Insurance, Retirement Plans, Investments and Financial Wellness.

Project: CRM solution for mutual funds, where customers join other investors with similar financial goals whose money the portfolio manager has pooled to invest in a portfolio of stocks, bonds, money market instruments, and other securities. Investments in a mutual fund are selected and monitored by a professional portfolio manager who decides when to buy and sell the investment held by the fund, based on the fund’s investment objectives. Responsibilities:

● Agile Development Methodology was followed for the implementation.

● Implemented and worked on the application of Marketing Cloud in Salesforce CRM.

● Implemented/Used Copado tool for change management.

● Implemented/Used BitBucket(GIT) for version control for code base.

● Worked on implementing service cloud, added/changed the criteria which calculate financial Account, revenue and Assets & liabilities, based on the business requirements.

● Worked on setting up Trust accounts and customized in a way that displays all the financial products data to display on trusts accounts. This helps users to view all financial products related to trust accounts at one place.

● Customized Home page for displaying Campaigns and its related Leads based on records owned by logged in users in Marketing Cloud.

● Developed lightning components, Apex Classes, Controller Classes and Apex Triggers for various functional needs in the application.

● Created Process Builder and Flows to Create records, Email Alerts, Scheduled Actions and Field Updates.

● Validate deployment by running all Apex test runs for all classes to ensure the code coverage is above the threshold required 75% for deployment into production.

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

Industry: Insurance & Banking Duration: March 2017 – December 2017 Client: USAA

Client Location: San Antonio, Texas

Role: ADMIN/Data Model & Security Lead

Project Description:

Client: U.S.-based insurance and bank specializing in credit cards, home loans, auto loans, Insurance.

Project: Integrated desktop solution created for the financial advisors to empower them with a world class system to personalize, manage and deepen relationships with the customers. The system utilizes the capabilities of the Salesforce Financial services cloud to build out the house holding capabilities that allows the advisors to engage in proactive engagements that nurture and deepen relationships.

Responsibilities:

● Assessment of existing Salesforce org built on Service cloud and implemented Financial Service Cloud (FSC).

● Involved in Requirement gathering and analysis.

● Solution Design (Data Model and UI) to ensure that the financial services cloud data model fits into the business requirements.

● Architecture design integrations between various internal Java applications.

● Created relationships among objects using Lookup and Master-detail relationships.

● Created various Profiles, Roles, Page Layouts, and Record Types and configured the Permissions based on the Organization hierarchy requirements.

● Managed Security Model to ensure security of data in the applications, Unit, System and Performance Testing.

● Prepare Design, Configuration and User Training documentations.

● Manage a team of 10–15 people who work across 5 different Salesforce implementation projects on Force.com platform.

Industry: Insurance & Banking Duration: January 2014 – February 2017 Client: USAA

Client Location: San Antonio, Texas

Role: Salesforce Developer/On-Site Lead

Project Description:

Client: U.S.-based insurance and bank specializing in credit cards, home loans, auto loans, Insurance.

Project: Across the enterprise, business users have defined applications to support business processes. These applications are developed on platforms such as MS Access, MS Excel, SharePoint, InfoPath etc. Some of these applications are high risk to the business because they are built on unstable platform and are unsupported. Objective of this project is to identify those high-risk UDA’s and migrate them to stable and supported lightweight technology stacks. In addition, there are completely new applications which businesses want to develop using the force.com platform. Those applications were also addressed as a part of this project. Responsibilities:

● Assessment of existing UDA’s and decide whether Force.com is a good fit.

● Requirement gathering and analysis, fit gap analysis and effort estimations.

● Solution Design (Data Model and UI).

● Developed various Custom Objects, Formula fields, Master-Detail, Lookup relationships, Tabs, validation rules.

● Created various Profiles, Roles, Page Layouts, and Record Types and configured the Permissions based on the Organization hierarchy requirements.

● Application configuration - Building user interface, implementing business logic using workflows, validations & approval processes, data monitoring & management, security settings, Reports, Dashboards, User management.

● Worked on developing Visualforce pages, custom Controllers, Apex Classes, Triggers.

● Design integrations between source and target systems – Writing transformation logic and field mappings

● Unit, System and Performance Testing.

● Prepare Design, Configuration and User Training documentations.

● Manage a team of 8 people (3 onsite and 2 Offshore) who work across 3 different Salesforce implementation projects on Force.com platform. Industry: Hotel & Motel Management Duration: March 2013 – December 2013 Client: Choice Hotels

Client Location: Phoenix, Arizona

Role: Salesforce Developer

Project Description:

Client: An American MNC that designs, develops, maintains applications for Motel Management.

Project: Customer needed one global ‘off the shelf’ CRM solution which currently involves business with 10 legacy applications in different regions. Salesforce CRM was selected to replace all legacy and home-grown departmental applications. Responsibilities:

● Analysis of business requirements, estimation planning, Coding and implementation.

● Development of Triggers, Visualforce Page and Custom Controllers with test classes.

● Preparation of Pre-analysis, technical design document, Code Review and Walkthrough for every business enhancement and implementation.

● Sending the project’s weekly status report as Email Alerts.

● Successfully implemented Salesforce Chatter to the client’s Salesforce Org.

● Implementation of Data Loader for loading the data.

● Co-ordinate the Release Management activities for every release.

● Maintenance and Support activities once the application was deployed into Production.



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