Salesforce Developer Business Processes

Bharathi D

Salesforce Developer

Email: *************@*****.***

Professional Summary:

Over 9 years of experience in Salesforce Administration and Development, ensuring seamless CRM solutions. Skilled in customizing and optimizing Salesforce environments.

Expertise in configuring Salesforce security models, including roles, profiles, permission sets, and sharing rules. Ensured data access control and security compliance. Implemented best practices to enhance system security.

Hands-on experience designing and customizing standard objects, fields, and relationships. Developed data models to support complex business processes.

Proficient in creating and managing validation rules, formula fields, roll-up summary fields, and record types. Automated data validation and calculations for accuracy. Ensured data integrity and improved system usability.

Strong knowledge of Apex programming, developing classes, triggers, batch jobs, and scheduled Apex. Automated workflows and complex logic using custom code.

Extensive experience in building Lightning Web Components (LWC) and Aura Components for modern UI. Developed interactive and reusable components for a better user experience. Enhanced performance using the Salesforce Lightning framework.

Developed complex workflows, process builder automation, approval processes, and record-triggered flows. Streamlined business processes with automation tools.

Expertise in designing and generating reports, dashboards, and analytics to support business insights. Created dynamic reports for real-time data analysis. Provided actionable insights for sales, service, and operations teams.

Integrated Salesforce with third-party applications using REST, SOAP APIs, and middleware tools. Implemented secure and efficient API integrations. Ensured seamless data exchange between systems.

Experienced in Salesforce deployment methodologies using Change Sets, ANT Migration Tool, and SFDX. Managed deployments across multiple environments.

Have expertise in Field Service Lightning (FSL).

Designed and developed Salesforce integrations using REST APIs and external services that align with Heroku-hosted architectures, enabling scalable and cloud-ready solutions.

Built Heroku-compatible microservices and middleware for real-time data processing, leveraging Git-based deployments, CI/CD pipelines, and stateless application design.

Applied cloud-native principles and dynamic configuration (Custom Metadata, Named Credentials) to support flexible deployments on platforms like Heroku and Salesforce DX.

Certified Salesforce Administrator with skills in Sales Cloud, Community Cloud, and Lightning Web Components (LWC) development.

Have a strong background in Salesforce development, specializing in Apex, Visualforce, SOQL, and SOSL.

Have experience with backend data integrations, utilizing HTTP, Web Services (REST/SOAP), and JSON/XML.

Skilled in using Conga Composer for document generation solutions and Gearset for deployments.

Additionally, I can gather and analyze user requirements to design effective Salesforce solutions.

Strong knowledge of data management, data migration, and ETL using Data Loader and Import Wizard. Performed bulk data operations efficiently. Maintained data integrity and accuracy during transfers.

Configured assignment rules, auto-response rules, escalation rules, and case management solutions. Automated case routing and resolution processes. Improved response time and service efficiency.

Worked on Service Cloud and Sales Cloud implementations to enhance business processes. Configured features to support customer service and sales teams. Improved CRM functionality for better engagement.

Experience in implementing Single Sign-On (SSO), OAuth, and authentication mechanisms in Salesforce. Secured access control with advanced authentication methods.

Hands-on experience in writing SOQL and SOSL queries to fetch and manipulate Salesforce data. Optimized queries for better performance and reduced execution time. Ensured data consistency across objects.

Expertise in Salesforce automation tools, including Process Builder, Flow, and Approval Processes. Designed complex automation solutions to improve efficiency.

Implemented Custom Metadata, Custom Labels, and Named Credentials for configurable solutions. Created reusable configurations for dynamic applications. Improved flexibility and maintainability of solutions.

Created custom email templates and configured email alerts for automated notifications. Ensured timely communication for business processes.

Worked with Salesforce Experience Cloud (formerly Community Cloud) to build customer portals. Developed self-service solutions for users and partners. Improved customer interaction and satisfaction.

Experience in Agile methodologies, participating in daily standups, sprint planning, and retrospectives. Collaborated with cross-functional teams for effective project execution.

Strong debugging and troubleshooting skills for Apex errors, governor limits, and performance tuning. Identified and resolved issues efficiently.

Worked on Salesforce CPQ, implementing pricing rules, product bundling, and quote templates. Automated complex pricing and quoting processes. Improved sales team efficiency and accuracy.

Experience in Salesforce Einstein Analytics for building AI-driven reports and dashboards. Leveraged AI capabilities for predictive analytics.

Conducted user training, documentation, and knowledge transfer sessions for Salesforce end-users. Improved user adoption and efficiency. Created comprehensive guides for troubleshooting and best practices.

Managed sandbox environments, refresh strategies, and deployment pipelines for smooth releases. Maintained separate development, testing, and production environments.

Experience in version control tools like GitHub and Bitbucket for managing code repositories. Implemented CI/CD pipelines for efficient deployments.

Collaborated with cross-functional teams to gather business requirements and implement solutions. Analyzed business needs and translated them into technical implementations. Ensured alignment with organizational goals.

Developed and maintained test classes with at least 75% code coverage for Apex components. Ensured high-quality code and minimized deployment failures.

Strong analytical and problem-solving skills, ensuring scalable and efficient Salesforce solutions. Troubleshoot complex issues with a logical approach.

Passionate about staying up to date with Salesforce releases, best practices, and emerging trends. Continuously learning and applying new features. Ensured solutions aligned with the latest Salesforce capabilities.

Technical skills:

Category

Tools, Technologies, and Skills

Salesforce Development

Apex, Visualforce, Lightning Web Components (LWC), Aura Components, SOQL, SOSL, Apex Triggers, Batch Apex, Future Methods, Scheduled Apex

Salesforce Administration

Profiles, Roles, Permission Sets, Sharing Rules, OWD, Custom Objects, Custom Fields, Validation Rules, Record Types, Page Layouts, User Management

Automation

Flows, Process Builder, Workflow Rules, Approval Processes, Assignment Rules, Auto-Response Rules, Escalation Rules

Integrations

REST API, SOAP API, Platform Events, Named Credentials, External Objects, Salesforce Connect, Web Services, HTTP Callouts, Heroku-compatible API architecture

Document Generation

Conga Composer

Cloud

Platforms

Service Cloud, Sales Cloud, Experience Cloud, CPQ, Marketing Cloud (basic understanding), Field Service Lightning (FSL), Heroku (integration-ready cloud services and scalable microservices)

Data

Management

Data Loader, Import Wizard, ETL Tools, Custom Metadata Types, Custom Settings, Duplicate Record Handling, Data Optimization

Reports & Analytics

Reports, Dashboards, Report Charts, Einstein Analytics, Einstein GPT, Gearset Deployments

Security & Authentication

SSO, OAuth, Multi-Factor Authentication (MFA), Identity Provider (IDP), Access Control Management

Version Control & Deployment

Git, Bitbucket, SFDX, Change Sets, ANT Migration Tool, CI/CD, Gearset, Git-based Heroku deployment workflows

Agile &

DevOps

Agile, Scrum, Sprint Planning, Stand-ups, Retrospectives, Heroku-style DevOps pipeline readiness

Other

Technologies

HTML, CSS, JavaScript, XML, JSON, ServiceNow, Heroku (runtime models, dynos, config vars, scalable app hosting)

Certifications:

Salesforce Certified AI Associate

Salesforce Certified Administrator

Salesforce PD1

Professional Experience:

Client: Wells Fargo, TX Dec 23 – Present

Role: Salesforce Developer

Responsibilities

Developed and customized Salesforce applications using Apex, Visualforce, Lightning Web Components, and Aura Components.

Designed and implemented complex validation rules, formula fields, and roll-up summary fields to enforce business logic. Configured field-level security to maintain data integrity.

Created and managed user profiles, roles, permission sets, sharing rules, and security settings for data access control. Ensured proper access levels for different user roles across the organization.

Developed and optimized SOQL and SOSL queries to enhance system performance and data retrieval. Ensured efficiency by reducing query execution time.

Designed and deployed automated workflows, process builders, approval processes, and record-triggered flows. Improved business process automation and minimized manual efforts.

Built custom reports, dashboards, and analytics solutions to provide real-time business insights and performance tracking. Designed interactive dashboards for leadership decision-making.

Integrated Salesforce with third-party applications using REST API, SOAP API, and external services. Maintained secure data exchange while ensuring API efficiency.

Developed a brand new MVP (Minimum Viable Product) using Field Service Lightning (FSL).

Configured assignment rules, auto-response rules, and escalation rules for automated case and lead management. Reduced response times by implementing structured case routing.

Developed batch Apex, scheduled jobs, and future methods to handle large data processing requirements. Ensured governor limits were met for optimal system performance.

Integrated GitLab CI/CD with Salesforce DX to create automated build, test, and deployment pipelines that improved deployment speed and reduced manual errors.

Created automation scripts using Bash and Python to manage pre- and post-deployment tasks, as well as to inject test data into sandboxes.

Implemented DevOps workflows using Git, Bitbucket, and Gearset to enhance version control, branching strategies, and continuous delivery.

Developed deployment strategies that support both SFDX source format and Metadata API (MDAPI) to better align with both legacy and modern organization structures.

Utilized environment-specific configurations with Custom Metadata and Named Credentials for scalable and reusable deployment logic.

Developed and implemented automated scripts to validate test coverage, ensure code quality, and facilitate rollback processes.

Implemented Salesforce Service Cloud and Sales Cloud solutions to streamline customer service and sales processes. Enabled automation for case management and opportunity tracking.

Managed data migration using Data Loader, Import Wizard, and external ETL tools for accurate record transfers. Ensured data integrity by performing pre- and post-migration validations.

Configured custom metadata types, custom settings, and named credentials for flexible and reusable configurations. Improved system efficiency by minimizing hardcoded values.

Created and maintained Apex test classes to ensure at least 75% code coverage for deployment readiness. Validated business logic through automated test scenarios.

Developed and deployed custom Lightning Web Components to enhance user experience and UI responsiveness. Improved page load speed by optimizing LWC performance.

Designed and implemented email templates, notifications, and email alerts for automated communication. Enabled personalized communication by using merge fields and dynamic content.

Implemented Single Sign-On (SSO) and OAuth authentication mechanisms to enhance security and user access. Ensured compliance with enterprise security policies and access controls.

Worked extensively with Salesforce Experience Cloud to create customer and partner portals. Designed user-friendly interfaces to improve customer engagement and self-service capabilities.

Configured knowledge articles and case-deflection solutions for self-service customer support. Improved case resolution efficiency by integrating AI-powered suggestions.

Automated lead assignment, opportunity workflows, and quote generation using CPQ and business rules. Increased sales efficiency by streamlining pricing and quoting processes.

Managed and optimized Salesforce sandbox environments for development, testing, and staging. Ensured smooth deployments by maintaining proper sandbox refresh cycles.

Worked with version control tools like Git and Bitbucket to manage source code and deployment pipelines. Implemented branching strategies to streamline code versioning.

Set up multiple communities that integrate with Field Service.

Troubleshot and optimized performance issues related to Apex, Lightning Components, and database queries. Reduced execution time by identifying and eliminating inefficient queries.

Implemented Einstein Analytics to generate AI-driven insights for sales forecasting and business growth. Utilized predictive modeling to enhance strategic decision-making.

Developed and maintained Salesforce applications utilizing Sales Cloud and Community Cloud.

Designed, built, and deployed Lightning Web Components (LWC) to enhance the user interface and user experience.

Integrated backend data through REST APIs, web services, and HTTP callouts.

Implemented Conga Composer for automated document generation, improving reporting capabilities.

Managed Salesforce security settings, including roles, profiles, permission sets, and single sign-on (SSO).

Optimized business processes through automation using workflows, Process Builder, and Flows.

Deployed and managed sandbox environments with Gearset to streamline release cycles.

Led Salesforce administration tasks, including user management, report and dashboard creation, and security policy enforcement.

Designed and maintained Salesforce DevOps pipelines using GitHub Actions-equivalent tools (Gearset, GitLab CI/CD), enabling smooth automated deployments across sandboxes and production.

Led release planning meetings, coordinated with QA and business teams to communicate deployment schedules and post-release support plans.

Facilitated peer code reviews and design discussions, ensuring adherence to Salesforce best practices and high-quality standards.

Implemented change management processes, including pre-deployment impact assessments and rollback strategies, minimizing deployment risk.

Provided mentorship and training to junior Salesforce developers on Apex best practices, deployment techniques, and debugging strategies.

Provided end-user training and support to enhance Salesforce adoption. Salesforce adoption.

Designed and developed Apex triggers to enforce complex business rules and data validations. Minimized redundant logic by consolidating multiple triggers into handler classes.

Created and maintained RESTful web services to expose Salesforce data for external applications. Secured API endpoints using authentication and access control measures.

Participated in Agile methodologies, including sprint planning, daily stand-ups, and retrospectives. Collaborated with stakeholders to align development tasks with business goals.

Conducted user training, created documentation, and provided ongoing support for Salesforce users. Increased adoption rates by delivering role-specific training sessions.

Using Field Service Lightning (FSL), I created a customer portal to assist customers effectively the customers.

Collaborated with stakeholders to gather business requirements and translate them into technical solutions. Designed scalable solutions that aligned with enterprise architecture standards.

Optimized Salesforce mobile experience by configuring mobile layouts, quick actions, and custom apps. Enhanced accessibility by simplifying mobile navigation and interface design.

Stay updated with Salesforce releases, best practices, and industry trends to implement new features. Leveraged new features to drive innovation and enhance system capabilities.

Environment: Salesforce.com, Apex, Visualforce, Lightning Web Components, Lightning Web Components (LWC), SOQL, SOSL, Workflows, Process Builder, Data Loader, Service Cloud, Sales Cloud, REST API, SOAP API, Git, SFDX, Agile

Client: Ultragenyx, CA Jul 21 – Nov 23

Role: Salesforce Developer

Responsibilities:

Configured and customized Salesforce applications, including standard and custom objects, fields, and relationships. Ensured efficient data structure and optimized object relationships for business needs.

Developed Apex classes, triggers, and batch jobs to automate business processes and data handling. Implemented best coding practices to enhance scalability and maintainability.

Created Lightning Web Components and Aura Components to enhance the Salesforce user experience. Built reusable components for better UI consistency and performance optimization.

Designed and implemented security models using profiles, roles, permission sets, and sharing rules. Enforced data access restrictions while maintaining flexibility for different user roles.

Designed and developed Visualforce pages tailored to the business requirements within Field Service Lightning (FSL).

Developed SOQL and SOSL queries to fetch and manipulate Salesforce data efficiently. Optimized query performance by reducing governor limit impact and ensuring faster execution.

Automated workflows using Process Builder, Flows, and Approval Processes to streamline operations. Eliminated manual intervention and improved efficiency across business processes.

Created a proof of concept built on Field Service Lightning (FSL) based on user input.

Designed and developed RESTful API integrations between Salesforce and external systems that align with Heroku-hosted architecture for data exchange and app extensibility.

Built scalable middleware services that could be deployed on Heroku to handle real-time data sync and automation outside Salesforce's governor limits.

Architected integration-ready frameworks using Custom Metadata, Named Credentials, and external services, mirroring Heroku Connect-style configuration and sync logic.

Leveraged Git-based deployment workflows and CI/CD pipelines compatible with Heroku-style development for rapid release cycles.

Built and optimized reports, dashboards, and report charts for better data visualization and insights. Provided actionable metrics to support business decisions and performance tracking.

Integrated Salesforce with external applications using REST API, SOAP API, and third-party tools. Ensured secure and seamless data exchange between Salesforce and external systems.

Created and managed custom metadata types and custom settings for configurable solutions. Reduced hardcoding by implementing dynamic configurations for flexibility and efficiency.

Developed email templates, notifications, and scheduled email alerts for automated communication. Enhanced user engagement by personalizing email content based on business needs.

Configured and optimized assignment rules, escalation rules, and auto-response rules for case management. Automated customer service workflows to improve case resolution time.

Implemented Salesforce Service Cloud and Sales Cloud solutions to improve customer interactions. Streamlined sales and support processes to enhance user productivity and service quality.

Managed data imports, updates, and deletions using Data Loader, Import Wizard, and external ETL tools. Ensured data accuracy by performing validation and deduplication checks.

Developed and maintained Apex test classes to ensure 75% code coverage for deployment readiness. Followed test-driven development practices to maintain code quality and stability.

Contributed to automating CI/CD processes by collaborating on Git-based deployments and managing release cycles across various environments.

Spearheaded the implementation of structured Salesforce release cycles, aligning sprint deliverables with environmentally refresh and deployment timelines.

Used Gearset and Git version control to track release histories and support rollback mechanisms as part of an effective change management strategy.

Collaborated with project managers and business stakeholders to communicate release scope and sandbox refresh plans, aligning technical execution with business timelines.

Guided new team members on CI/CD workflows, Apex testing standards, and secure integration practices within a Salesforce-Heroku environment.

Utilized Gearset and Git to manage version control, track changes, and streamline the deployment pipelines from sandbox to production.

Created record-triggered flows and scheduled flows to automate complex business logic. Minimized the need for Apex by leveraging declarative automation tools effectively.

Worked on CPQ implementations, handling pricing rules, product configuration, and quote generation. Automated pricing and discounting mechanisms for sales process efficiency.

Configured and managed Salesforce Experience Cloud to create self-service portals and communities. Designed intuitive interfaces for customers and partners to access relevant data.

Implemented Single Sign-On (SSO) and OAuth for secure authentication and user access management. Ensured compliance with security policies while simplifying login processes.

Designed and deployed complex validation rules, formula fields, and roll-up summary fields. Enforced data consistency and automated calculations to improve data accuracy.

Customized page layouts, record types, and Lightning App Builder components for better UI/UX. Enhanced user workflows by designing role-based screen layouts and quick actions.

Worked with Einstein GPT and AI-driven features to enhance data analytics and predictive insights. Leveraged AI capabilities to provide intelligent recommendations and forecasting.

Designed and optimized Salesforce mobile experiences using quick actions and mobile layouts. Enhanced mobile usability by creating customized page views and shortcuts.

Managed sandbox environments, refresh strategies, and deployment pipelines for stable releases. Maintained version control and minimized deployment risks across environments.

Used version control tools like Git and Bitbucket to track changes and manage code deployments. Collaborated with teams using branching strategies for smooth development workflows.

Participated in Agile development methodologies, attending sprint planning and stand-up meetings. Worked closely with product owners and developers to deliver iterative improvements.

Provided training, documentation, and ongoing support to end-users and business stakeholders. Ensured smooth adoption of new features and minimized user resistance.

Debugged and optimized Apex, LWC, and database queries to improve system performance.

Identified bottlenecks and applied best practices for improved execution times.

Worked with ServiceNow integrations to manage IT support requests and incident tracking. Streamlined IT processes by integrating Salesforce with ServiceNow workflows.

Implemented RESTful web services to expose Salesforce data for external applications and APIs. Secured API endpoints using authentication and access control measures.

Stay updated with Salesforce releases and best practices to incorporate new features and improvements. Evaluated new features to enhance system capabilities and business processes.

Environment: Salesforce.com, Apex, Visualforce, Lightning Web Components, SOQL, SOSL, Workflows, Process Builder, Data Loader, Service Cloud, Sales Cloud, REST API, SOAP API, Git, SFDX, Agile, ServiceNow, CPQ.

Client: AT&T, NJ Aug 2018 – May 2021

Role: Salesforce Admin/Developer

Responsibilities:

Configured and customized Salesforce standards and custom objects, fields, and relationships to align with business needs. Ensured data integrity and optimized object relationships for efficiency.

Developed Apex classes, triggers, and batch jobs to automate data processing and business logic. Implemented scalable solutions while adhering to best coding practices.

Designed and implemented Lightning Web Components and Aura Components to enhance the UI experience. Created reusable components for improved system performance and user engagement.

Managed user access control by configuring profiles, roles, permission sets, and sharing rules. Maintained secure data access while ensuring appropriate permissions for different user roles.

Created and optimized SOQL and SOSL queries to improve data retrieval and system performance. Ensured governor limits were met while maintaining efficient data access.

Acted as a DevOps lead, coordinating cross-functional deployment efforts and aligning changes across multiple Salesforce environments.

Standardized release documentation and change request templates, improving transparency and auditability of deployment activities.

Held knowledge-sharing sessions on SFDX development lifecycle, version control practices, and reusable component design.

Integrated Git workflows with a structured change management process to enable smoother QA and UAT approvals.

Automated business workflows using Process Builder, Flows, and Approval Processes to enhance efficiency. Reduced manual intervention and streamlined operations with intelligent automation.

Designed and built reports, dashboards, and report charts for data visualization and analysis. Provided actionable insights to stakeholders by leveraging Salesforce analytics tools.

Integrated Salesforce with third-party applications using REST API, SOAP API, and external services. Ensured seamless data exchange and maintained secure communication between systems.

Created custom metadata types and custom settings for dynamic configuration and flexibility. Minimized hardcoded values to improve system maintainability and adaptability.

Configured email templates, alerts, and scheduled notifications to enhance user communication. Automated messaging workflows to keep users informed of critical updates and tasks.

Managed case automation by implementing assignment rules, escalation rules, and auto-response rules. Improved response times and streamlined customer service operations efficiently.

Implemented Service Cloud and Sales Cloud functionalities to enhance customer interactions. Configured key features to improve case resolution, sales tracking, and customer engagement.

Performed data imports, updates, and deletions using Data Loader, Import Wizard, and ETL tools. Ensured data integrity by implementing validation and duplicate management processes.

Developed test classes in Apex to achieve at least 75% code coverage for deployment readiness. Followed best practices to maintain high-quality code and system stability.

Engineered Salesforce integrations with external portals and services using REST APIs, designed to be hosted on platforms like Heroku for scalability and performance.

Supported customer self-service and support apps with backend logic that could be containerized and deployed via Heroku dynos or similar runtime environments.

Used Git and Bitbucket to manage deployments in a workflow similar to Heroku's Git-based pipeline, enabling flexible DevOps operations.

Developed solutions with a microservices architecture mindset, making components independently deployable in environments like Heroku or AWS.

Created and maintained record-triggered flows and scheduled flows for complex automation. Reduced dependency on Apex by leveraging Salesforce’s declarative automation tools.

Configured Salesforce Experience Cloud to build self-service portals and external communities. Enhanced user collaboration by designing customized community layouts and features.

Implemented Single Sign-On (SSO) and OAuth authentication mechanisms for secure access. Streamlined authentication processes while ensuring compliance with security standards.

Customized page layouts, record types, and Lightning App Builder components for better UI/UX. Enhanced user productivity by optimizing interface design and navigation.

Used Git and Bitbucket for version control, tracking changes, and managing deployments. Maintained a structured development workflow with proper branching strategies.

Participated in Agile methodologies, including sprint planning, daily stand-ups, and retrospectives. Worked collaboratively with cross-functional teams to deliver incremental improvements.

Provided user training, documentation, and ongoing support to business teams and end-users. Improved adoption rates by offering comprehensive training sessions and reference materials.

Monitored and optimized Apex, Lightning Components, and database queries for performance improvements. Identified and resolved bottlenecks to enhance system efficiency and responsiveness.

Environment: Salesforce.com, Apex, Visualforce, Lightning Web Components, SOQL, SOSL, Workflows, Process Builder, Data Loader, Service Cloud, Sales Cloud, REST API, SOAP API, Git, SFDX, Agile, CPQ, Einstein GPT.

Client: IBM, India Oct 2016 – Jul 2018

Role: Salesforce Admin/Developer

Responsibilities:

Configured and customized Salesforce standard and custom objects, fields, relationships, and validation rules. Ensured data accuracy and optimized object relationships for seamless business operations.

Developed Apex classes, triggers,

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