Salesforce Developer Financial Services
Resume:
Balreddy Koppula
Email: *******************@*****.***
Professional Summary:
Around 5 years of experience as a Salesforce Developer/Admin hands-on experience in Salesforce Development, specializing in Apex, Visualforce, and Lightning Web Components (LWC) for building scalable, custom applications in financial services, Insurance and Healthcare domains.
Expert in implementing business logic using Apex classes, triggers, and test classes, ensuring efficient and maintainable code.
Experienced Salesforce Developer with in-depth expertise in implementing and customizing Salesforce CPQ (Configure, Price, Quote) solutions to streamline pricing, quoting, and order management processes for businesses across various industries.
Strong experience in creating dynamic, responsive UIs using Lightning Web Components (LWC) and ensuring optimal performance across devices.
Extensive knowledge of Salesforce Lightning Experience and the Lightning Design System (LDS) for developing modern user interfaces.
Hands-on expertise in Salesforce Platform (Force.com), including building custom objects, workflows, page layouts, and record types.
Experienced in leveraging Salesforce Sales Cloud for optimizing sales processes, managing leads, opportunities, and forecasts, and implementing automation to boost sales team productivity.
Solid understanding of SOQL and SOSL to efficiently query Salesforce data and optimize database performance.
Expert in writing, optimizing, and troubleshooting Apex triggers to automate data processing and ensure consistency across systems.
Strong knowledge of Salesforce CPQ workflows and integrations with other Salesforce products, including Sales Cloud and Service Cloud.
Experience in Salesforce administration, including managing user access, profiles, permission sets, and roles to ensure proper data security.
Strong proficiency in Salesforce Service Cloud, enabling seamless customer support by setting up case management, knowledge bases, and Service Console for improving agent efficiency and service delivery.
Strong experience with Salesforce DX (SFDX) for source-driven development, version control, and leveraging scratch orgs to streamline development workflows.
Skilled in building and customizing CPQ templates, pricing rules, discounting strategies, and approval processes, resulting in faster quote turnaround times.
Advanced knowledge of Flow Builder and Process Builder for automating complex business processes and eliminating manual tasks.
Hands-on experience with Salesforce Marketing Cloud, managing email marketing campaigns, automating customer journeys, and integrating with other marketing tools to drive personalized customer engagement.
Extensive experience in customizing Salesforce through the creation of custom objects, fields, validation rules, workflows, and process builder automation.
Skilled in using Salesforce CLI (SFDX) to manage metadata, deploy code, and integrate with CI/CD pipelines for automation.
Proficient in building and deploying complex integrations using REST and SOAP APIs, ensuring seamless data exchange between Salesforce and external systems.
In-depth knowledge of Salesforce Governor Limits and performance optimization techniques for large data volumes and high-demand environments.
Proficient in managing Salesforce Data Loader for mass data imports, updates, and exports, ensuring data consistency and accuracy across environments.
Proficient in using JSON and XML for data manipulation, integration, and parsing for web services.
Proficient in using Visual Studio Code (VS Code) with Salesforce extensions for enhanced development productivity and team collaboration.
Experienced in implementing security best practices, including field-level security, sharing rules, and profiles in Apex and Lightning components.
Strong understanding of OAuth 2.0 and Connected Apps to manage secure integrations with external systems.
Proficient in version control using Git and GitHub for team collaboration, code reviews, and managing feature branches.
Experienced in designing and implementing complex data models using custom objects, record types, and relationships in Salesforce.
Excellent collaboration and communication skills with cross-functional teams, ensuring alignment between developers, business stakeholders, and end-users for successful project delivery.
Technical Skills:
Programming & Scripting
Apex, Visualforce, Lightning Web Components (LWC), JavaScript (ES6+), SOQL, SOSL, JSON, XML
Salesforce Platform
Salesforce Lightning, Salesforce Platform (Force.com), Custom Objects, Record Types, Page Layouts, Salesforce CPQ (Configure, Price, Quote), Salesforce Lightning Experience (LEX), Salesforce Lightning App Builder
Automation & Process Management
Flow Builder, Process Builder, Workflow Rules, Apex Triggers, Scheduled Jobs
Salesforce DX & Development Tools
Salesforce DX (SFDX), Visual Studio Code (VS Code), Salesforce CLI (SFDX), Workbench
Security & Access Control
Field-Level Security, Profiles, Permission Sets, Sharing Rules, OAuth 2.0 Security, Session Settings
SFDC Cloud Solutions
Salesforce Sales Cloud, Service Cloud, Marketing Cloud
DevOps & Deployment
Salesforce Change Sets, Git, CI/CD
Data Management
Data Loader, Data Import Wizard, Bulk API, Data Cleansing, Data Export, SOQL Optimization
Integration & APIs
REST API, SOAP API, OAuth 2.0, Connected Apps
Version Control
Git, GitHub, Bitbucket
Reporting & Analytics
Salesforce Reports & Dashboards, Einstein Analytics, SOQL for reporting, Custom Report Types
Testing & Quality Assurance
Apex Unit Testing, Test Coverage, CI/CD Automation
Education:
Certifications:
Master's in Computer Science, Campbellsville University, Campbellsville, KY
Salesforce Certified Platform Developer I
Salesforce Certified Administrator
Professional Experience:
Client: Check City, Provo, UT April 2024 - Till Date
Role: Salesforce Developer/ Salesforce Administrator
Description: Check City is a financial services company, offering a range of services including payday loans, check cashing, personal loans, money transfers, and tax preparation. The company aims to provide fast and accessible financial solutions for individuals in need of short-term credit or financial services.
Responsibilities:
Developed and customized Salesforce applications using Apex, Visualforce, and Lightning Web Components (LWC) to build scalable and efficient custom solutions for various business requirements.
Developed custom Salesforce applications using Apex and Visualforce to streamline payday loan processing, ensuring seamless loan application, approval, and disbursement workflows.
Customized Salesforce CPQ for generating loan quotes, automating pricing, and implementing discounting rules for financial products like payday loans and personal loans.
Integrated REST APIs to enable seamless data exchange between Salesforce and third-party financial systems, ensuring real-time updates on loan applications, repayments, and client records.
Implemented Salesforce CPQ to automate the quote-to-cash process, enabling sales teams to generate accurate quotes, manage pricing rules, and streamline product configurations for faster and more efficient sales cycles.
Utilized Salesforce Sales Cloud, Financial Services Cloud, Service Cloud, and Marketing Cloud to manage customer accounts, loan applications, transactions, and client interactions, providing a comprehensive 360-degree view of client information for loan officers, customer service teams, and financial advisors.
Developed custom Lightning Web Components (LWC) to create dynamic, reusable components that integrate seamlessly with Salesforce Lightning pages, optimizing performance and user experience.
Customized Salesforce CPQ to create dynamic product bundles, discounting rules, and approval workflows, ensuring seamless pricing, order management, and compliance with business requirements in sales scenarios.
Leveraged Financial Services Cloud for managing financial products, relationships, and cases while automating client communication through Marketing Cloud.
Customized Salesforce Lightning Record Pages and Home Pages to streamline workflows, improve data visibility, and increase productivity for sales teams by utilizing Lightning App Builder.
Created automated loan approval workflows using Flow Builder and Process Builder, ensuring compliance with financial regulations while accelerating loan approval and processing times.
Implemented and optimized Salesforce Lightning Experience to enhance the user interface, improving the user experience for sales and support teams.
Designed and developed custom Salesforce CPQ solutions to automate the quote-to-cash process, improving accuracy in pricing and billing for various financial products.
Managed user access and security within Salesforce by configuring roles, profiles, and permission sets to ensure proper data visibility and protection for financial data.
Customized Salesforce applications by creating custom objects, fields, and validation rules for financial products like loans, check cashing, and money transfers.
Created and maintained complex SOQL and SOSL queries to efficiently retrieve and manipulate Salesforce data for various custom applications, ensuring optimal performance and data accuracy.
Utilized Salesforce DX (SFDX) for streamlined development, version control, and leveraging scratch orgs to facilitate a more efficient development cycle.
Developed Apex triggers and classes to automate business logic, ensuring data consistency and enforcing business rules across the system.
Optimized applications to adhere to Salesforce Governor Limits, ensuring efficient data processing and preventing system performance degradation for large data volumes.
Automated key business processes using Workflow Rules, Process Builder, and Approval Processes, enhancing operational efficiency in loan approval and customer service.
Handled mass data management tasks such as importing, exporting, and updating financial records using Salesforce Data Loader, ensuring data integrity across environments.
Created and managed Salesforce Reports and Dashboards for real-time business insights, tracking loan disbursements, customer balances, and financial performance metrics.
Collaborated with cross-functional teams to integrate external financial systems using REST APIs, improving the accuracy and timeliness of financial transactions and data synchronization.
Implemented OAuth 2.0 authentication to secure integrations with third-party financial services, ensuring robust security for user data and transactions.
Created comprehensive Apex Unit Tests to ensure a high-quality code with complete test coverage, facilitating stable and reliable deployments.
Environment: Apex, Visualforce, LWC, Salesforce CPQ, REST APIs, Salesforce Sales Cloud, Financial Services Cloud, Service Cloud, Marketing Cloud, Salesforce LEX, Flow Builder, Process Builder, Salesforce Lightning App Builder, SOQL, SOSL, Salesforce DX (SFDX), Salesforce Data Loader, OAuth 2.0, Apex triggers, Apex classes, Apex Unit Tests.
Client: The Buckner Company, Salt Lake City, UT Feb 2023 – Mar 2024
Role: Salesforce Developer/ Salesforce Administrator
Description: The Buckner Company is a prominent provider of insurance and risk management solutions, specializing in serving businesses, individuals, and industries with tailored insurance products. The company offers a wide range of insurance services, including commercial, personal, life, health, and Property & Casualty Insurance.
Responsibilities:
Developed custom Salesforce applications using Apex and Visualforce to manage insurance policies, claims, and customer accounts across commercial, personal, life, and health insurance lines, improving overall operational efficiency.
Leveraged Salesforce Insurance Cloud to build custom solutions for policy administration, claims processing, and underwriting workflows, enabling insurers to offer seamless experience for clients.
Integrated Salesforce with third-party insurance systems using REST APIs to sync policyholder data, claims, and payment histories, ensuring real-time updates and maintaining data consistency across platforms.
Created dynamic, customizable dashboards and reports using Salesforce Reports and Einstein Analytics to provide actionable insights into insurance claim performance, customer behaviors, and sales opportunities.
Built automation processes using Flow Builder and Process Builder to streamline claims approval, policy renewals, and customer communication workflows, ensuring compliance with industry standards.
Developed and customized Salesforce applications using Apex, Visualforce, and Lightning Web Components (LWC) to create efficient, scalable solutions for various business processes across different industries.
Utilized Salesforce Lightning Experience to modernize the user interface, improving usability and enhancing user experience for sales teams and support staff.
Built complex SOQL and SOSL queries to efficiently retrieve, filter, and manipulate data for custom Salesforce applications, ensuring high performance and optimization of large datasets.
Implemented custom business logic using Apex classes and triggers, automating workflows and ensuring data consistency and compliance with company policies and regulatory requirements.
Utilized Salesforce DX (SFDX) to manage the development lifecycle, enabling source-driven development, version control, and smooth deployments using scratch orgs and sandboxes.
Managed user roles, profiles, and permission sets to control access to sensitive insurance data, ensuring compliance with security standards and providing users with appropriate access.
Customized Salesforce objects and fields to meet business requirements, including creating custom objects for policies, claims, and premiums, and managing data relationships across the platform.
Automated business processes by implementing workflow rules, approval processes, and Process Builder to streamline policy renewals, claim processing, and customer communications.
Utilized Salesforce Data Loader to import, export, and update large volumes of insurance-related data, ensuring the accuracy and integrity of policyholder records across multiple systems.
Created and optimized Salesforce Reports and Dashboards to track key insurance metrics such as claim processing time, policy renewal rates, and sales performance, providing valuable insights to business leaders.
Designed and implemented integration solutions with external systems using REST APIs and OAuth 2.0, ensuring secure and seamless data exchange across multiple platforms.
Managed the full Salesforce development lifecycle using Git for version control, facilitating collaboration among developers, and ensuring smooth management of code changes and releases.
Created and maintained Salesforce Lightning Pages to improve user interface efficiency, leveraging Lightning App Builder for custom page layouts and dynamic components.
Implemented CI/CD pipelines for automated testing and deployment using Jenkins and Salesforce CLI, accelerating the development cycle and ensuring high-quality code releases.
Developed and maintained Apex Unit Tests to validate business logic, ensuring code reliability and meeting Salesforce’s test coverage requirements for deployment.
Environment: Apex, Visualforce, Salesforce Insurance Cloud, REST APIs, Salesforce Reports, Flow Builder, Process Builder, LWC, Salesforce Lightning Experience, SOQL, SOSL, Apex classes, Apex triggers, Salesforce DX (SFDX), Salesforce CLI, Git, Salesforce Data Loader, OAuth 2.0, Jenkins, Apex Unit Tests.
Client: Kria Healthcare Private Limited, Hyderabad, India Jan 2020 - Nov 2022
Role: Salesforce Developer/ Salesforce Administrator
Description: Kria Healthcare Private Limited is an Indian company focused on providing healthcare solutions and services, specializing in the development, manufacturing, and distribution of medical devices and healthcare products. The company aims to offer innovative and affordable healthcare solutions to meet the needs of both hospitals and individuals.
Responsibilities:
Developed custom Salesforce applications using Apex and Lightning Web Components (LWC) to manage patient records, appointments, and treatment plans within the healthcare domain, improving operational workflows.
Integrated Salesforce with Electronic Health Record (EHR) systems using REST APIs to facilitate seamless data exchange and real-time updates on patient information, improving coordination between healthcare providers.
Implemented advanced workflows and automated patient appointment scheduling processes using Flow Builder and Process Builder, ensuring timely patient care and improving scheduling accuracy.
Built custom Salesforce Health Cloud solutions to provide a unified view of patient data, enabling healthcare providers to track patient interactions, treatment progress, and care plans efficiently.
Developed and customized Salesforce Reports and Dashboards for healthcare organizations to track key metrics such as patient satisfaction, treatment outcomes, and resource utilization, enabling data-driven decision-making.
Designed and implemented custom business logic using Apex triggers to automate healthcare claim processing, ensuring compliance with regulations and improving claim submission accuracy.
Created and optimized complex SOQL and SOSL queries to retrieve and analyze large volumes of patient and healthcare data, improving data access and decision-making for healthcare providers.
Utilized Salesforce Lightning Experience to enhance the user interface for healthcare staff, optimizing navigation and improving patient data visibility with custom Lightning Pages.
Integrated Salesforce with third-party healthcare applications for billing, insurance claim management, and medical supplies, ensuring data consistency and improving workflow efficiency.
Implemented security and privacy controls in Salesforce to ensure HIPAA compliance, including field-level security, role-based access controls, and data encryption for sensitive patient information.
Managed user access and security by configuring profiles, roles, and permission sets, ensuring proper data visibility and maintaining security standards for healthcare systems.
Customized Salesforce objects, fields, and page layouts to capture and display healthcare-specific information such as diagnoses, treatment plans, and patient history, optimizing data entry and management.
Automated administrative processes within healthcare organizations using workflow rules and Process Builder to improve operational efficiency, such as patient referral management and insurance verification.
Managed data migration for patient records and medical history using Salesforce Data Loader, ensuring the accurate and secure transfer of large datasets from legacy systems into Salesforce.
Created and optimized Salesforce Reports and Dashboards to track healthcare metrics, including patient care timelines, appointment adherence, and clinical performance, enabling healthcare organizations to monitor and improve care delivery.
Environment: Apex, LWC, REST APIs, Flow Builder, Process Builder, Salesforce Health Cloud, Apex triggers, SOQL, SOSL, Salesforce Lightning Experience, HIPAA, Salesforce Data Loader.
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