Data Management Financial Services

Mehnaz Saher M

+1-917-***-**** *******************@*****.*** Trailhead Profile LinkedIn Profile

Experience Summary

** ***** ** ** ******** and 9 years specializing in Salesforce CRM focusing on design, implementation and maintaining business functionalities.

A 5 Star Ranger, completing 27 Superbages and an Agent blazer Innovator.

Delivering scalable and creative solutions with expertise in Healthcare domain, Industry Cloud, Sales Cloud, Service Cloud, Experience Cloud, Financial Services and Public Sector Cloud.

Proficient in handling end to end architecture of Salesforce configurations using declarative tools, flow automations, Object settings, Customizations using Apex Components, Lightning Components and Lightning Web Components, Optimizing following the best practices.

Expertise in implementing Salesforce automation tools such as Email Services- One Web Integrations using REST API and maintain business standards for the salesforce and non-salesforce groups using Partner Communities.

Implemented integrations with salesforce and other applications like Heroku, Snowflake, Informatica using REST APIs to enable seamless data sharing using SFDC authorization and authentications, Metadata APIs, Apex Web Services, Connected Apps, following the OAuth policies for seamless real time data feed and sync between external applications.

Performed Data loading activities from middleware and other applications when needed and data masking activities to keep the PII data secure before creating environments.

Proficient in Salesforce Data Management and Data Security using OWD, Sharing Rules and Role Hierarchies to safeguard data.

Responsible for performing the POC activities and salesforce release updates, understanding and making the org ready for the release, showcasing the information to technical and cross functional teams.

Troubleshooting and clarifying the service cases raised by the customers and providing the resolutions and feedback within SLA based on priority.

Expertise in Salesforce deployments, promoting and back promoting component changes using tools like Copado, GitHub, and Change Sets to ensure seamless production rollouts and resolving technical challenges.

Involved in version controlling and maintain the salesforce environments and repositories using Bitbucket and MS Azure and tracking component modification.

Documenting and maintaining the designs (HLD), technical discussions (TD), solution documents sharing amongst the cross functional team to keep updated.

Proficient in team management, cross functional communication, and adapt the new technologies and possess attention to detail.

Reviewing solutions with salesforce project managers, discuss the requirements with business users and analysts, connect with developers and technical team for development and peer reviews, interact with testing team for failed test scenarios.

Salesforce Certifications

Salesforce Certified Sharing and Visibility Architect

Salesforce Certified Platform Developer I

Salesforce Certified Administrator

Salesforce Certified AI Associate

Salesforce Certified Agent force Specialist

Technical Skills

Middleware: ERP Modelling, Informatica, Oracle Application.

App Exchange: SKUID, Data Masking, Conga, Provar Testing App, Agile Accelerator

Development: Java, JDE, Apex, Visualforce, SFDC, JavaScript, Data Modelling, SOQL and SOSL, HTML, Aura Components, Salesforce Lightning, Object Oriented Programming, APIs and Integration, Salesforce CPQ, Debugging Skills, Troubleshooting, Agile Methodologies, Communicate and Collaborate, Analytical Skills, Problem Solving, Communication Skills, Provar Testing Automations.

Administration: Declarative tools, User Management, Data Management, Security and Sharing, Business Analysis, Updates and New releases, User Trainings, Data Management, Business Operations, Process Automations, Product Management, Project Management, Change Management, Designer’s Mindset.

Integration: Soap and REST APIs, Connected Apps, Heroku Connect, Metadata APIs, PostMan

Deployment Tools: Copado CI/CD, GitHub, Bitbucket, Change Sets, Visual Studio Code, workbench, Salesforce DX.

Data Management Tools: Data Loader, Import Wizard,

Database: MDM, PostgreSQL, Informatica, MS Access

Issue Management: ServiceNow, JIRA, ITSM, Agile Accelerator

Professional Experience

1.Hexagon ALI, Madison, AL.

A leading company of manufacturing industry, provides a leading product and its management solution designed to extend the lifecycle and improve productivity of its products. It offers Sales and Service to all its customers for its EAM products and involves multiple team work executions.

Role: Salesforce Principal Lead/Consultant (Oct 2024- Till date)

Responsibilities:

Responsible for designing and leading complex custom development on the Salesforce.com platform, technical design and development, document, configuration, maintenance, administration and integration of the Salesforce platform with external applications.

Managing a team of 6+ technical resources working in offshore for various development and sprints. Perform Build and development activities.

Driving the development team through the agile delivery process to where possible achieve commitments across sprints.

Groom user stories in collaboration with Solution Architect, Business Team, Application Owners and Functional Consultant.

Performed Code reviews, test cases, quick turnaround of bug fixes to maintain solution quality and salesforce architectural standards.

Responsible for developing communities and synchronizing the user experience for Salesforce and Partner users using Lightning components.

Responsible for data loading and data masking activities and maintain the same in all orgs.

Responsible for creating scalable, maintainable, reusable code with minimum defects and ensuring high quality.

Environment: Salesforce Sales Cloud, Service Cloud, Experience Cloud, Microsoft Azure, SKUID, Snowflake, Data Masking, Copado, Agile Accelerator, Provar Application, Lightning Web Components, Sites, Communities, Visual Studio Code, Conga, CPQ, Enterprise Systems.

2.Hexagon CCI, Hyderabad, India.

An industry, provides a leading asset management solution designed to extend the asset lifecycle and improve productivity. It offers Sales and Service to all its customers for its SAAS products and involves multiple team work executions.

Role: Salesforce Principal Lead/Consultant (May 2022- Apr 2024)

Responsibilities:

Involving and operating independently with Business Analyst and Product owner to design the roadmap and implementation of long-term strategic solutions, communicating with stake holder and business teams as SME, work along cross functional teams to handle the overlapping scenario.

Integrated Salesforce application with external licensing portal using Pub Sub mechanism enabling the real time communication between the systems.

Engineered SKUID pages from complex LWC design and created customized user experience, optimized salesforce system performance, code maintenance and increased application efficiency and improve page responsiveness.

Integrated Salesforce with Snowflake and non-Salesforce applications using Connected Apps, ensuring seamless data flow and providing data insights based on row hierarchies.

Designed and developed Lightning Web and Aura components. Established Salesforce Communities for partners to enhance user experiences.

Managed end-to-end automated email campaigns, enhancing org wide email deliverability, addressing and setting up the Org wide email address.

Integrated Copado with Salesforce DX (SFDX) to enable CI/CD, automating testing, validation, and deployments.

●Conducted Code reviews, review test cases, quick turnaround of bug fixes, and anchored execution of rigorous unit testing to maintain solution quality and salesforce architectural standards.

Maintained business requirement documents during initial phase discussions, provided SRS and High-level Design Document HLD to teams to understand the requirements and tracking technical documents providing the component changes per release.

Designed reusable Apex solutions and scalable Lightning Web Components for CRM and Experience Cloud, enabling extensibility without disrupting existing business operations.

Worked with cross functional teams for CPQ functionalities and improved the sales by specifying product pricing and Quote creations, Products and Price Book updates.

Connect with end users as subject matter expertise to discuss and understand the project clearly for providing and building sustainable solutions.

Environment: Salesforce Sales Cloud, Service Cloud, Experience Cloud, Microsoft Azure, SKUID, Snowflake, Data Masking, Copado, Agile Accelerator, Provar Application, Lightning Web Components, Sites, Communities, Visual Studio Code, Conga, CPQ, Enterprise Systems.

3.Infosys, Hyderabad, India

A leading car manufacturer and also a major player in the Sales Cloud, Service Cloud, Experience Cloud, Financial services sector through its mobility division.

Role: Sr Salesforce Lead (Oct 2018- May 2022)

Responsibilities:

Involved in designing a salesforce multi market solution for both salesforce users and partner community members using Sales Cloud, Service Cloud and Experience Cloud.

Demonstrated the business users and market teams about the application using flow diagrams and sequence, to showcase the smooth sales process and its related service, combining the salesforce and community user personas.

Implemented trigger factory methods and generic apex classes to execute the common base code functionality using custom metadata and custom settings.

Integrated third party applications, external sources, MDM database and Salesforce using Rest API, webservices with Informatica as middleware.

Implemented POCs and demo implementing platform events for the out of the box functionalities and expanded the same for multiple market solution.

Ensured product purchase flow quality by conducting comprehensive test cases, providing immediate bug fixes, and conducting thorough unit testing.

Actively participated in client support by addressing incidents and tickets promptly, delivering efficient issue resolution, and maintaining high client satisfaction levels.

Performed Data Masking activity to store the PII data, maintain security and integrity among the markets (referring to countries).

Supported multi-currency setups, page layouts for multiple global sales teams, ensuring accurate revenue tracking and reporting.

Revisiting the technical debts from previous releases, guide and mentor junior associates with team structure and operations, best practices, code reviews and feedback.

Led the design and implementation of Salesforce-based feedback solutions leveraging Standard Surveys, seamlessly integrated with external systems.

Responsible for tracking all technical changes and maintain a technical documentation to ensure clear project understanding and facilitate smooth collaboration with cross functional teams.

Environment: Salesforce Sales Cloud, Service Cloud, Experience Cloud, Bitbucket, GitHub, Data Masking, Informatica, Lightning Web Components, Sites, Communities, Visual Studio Code.

4.Tech Mahindra, Hyderabad, India.

A pharmaceutical company to bring targeted treatments to patients. With strength in pharmaceuticals and diagnostics, they are equipped than any other company to further drive personalised healthcare. Roche use Salesforce in multiple streams like Patient & Physician Registrations, Products purchasing, Patient journey and approvals.

Role: Salesforce Senior Developer (Sep 2013- Oct 2018)

Responsibilities:

Designed and developed apex components, created a unified view of patient data information, diagnosis report which enhanced user experience.

Created role hierarchies and sharing rules accordingly as per the firm regulations by narrowing down into public groups with baseline of OWD settings.

Integrated salesforce and java application on Heroku platform using Salesforce Connect, Connected Apps and Heroku Connect and created real time bidirectional data sync.

Created complex reports and dashboards for patient tracking and the insured programs. Created web services to capture salesforce data outside the SFDC environment for external sources. Involved in pre and post deployment steps to complete after the deployment is completed in higher orgs.

Created workflow rules and automations using process builder adhering to the business flows. Involved in deployment activities and resolve the conflicts corresponding to deployed components.

Involved in cross functional teams to understand the effective usage of the objects in other modules within salesforce org.

Produced technical documentation to ensure clear project understanding and facilitate smooth collaboration. Created remote site settings and OAuth 2.0 for tracking and limiting the non-trusted sites and user login attempts.

Developed and Deployed Classic and Lightning apps, custom apps, custom objects, custom fields, formula fields, custom views, page layouts, validation rules, approval processes, and workflows rules, process builders for business automations.

Created custom apex classes, triggers and apex components and used the same for modified user experience for the Service Max group.

Created page layouts and profiles to distinguish the levels involved in the management. Run the apex texts and check for any failures and report the same to the respective team.

Imported Accounts, Contacts and its child related information in a sequence to manage the parent child relationship.

Provided production support to the team after the project go live and pro-actively track the issues reported in SIT, UAT and staging orgs, and resolved within SLA.

Customized Page layouts, provided field level service management to connect machines directly with technicians who service them on Service Max Offline App.

Develop as per the requirement and peer guidance, maintain code quality to follow best practice and achieve customer satisfaction

Created users based on business request and maintained the user management accordingly to their locations, managers and login hours.

Environment: Salesforce Sales Cloud, Service Cloud, Bitbucket, Data Loader, JDE, Jenkins, ServiceNow, ServiceMax, Service Max Offline App, Field Service Heroku, Postgres, JDE, Java application, JavaScript, CSS, HTML, ERP System, MCD Application.

Education

Bachelor of Technology (B. Tech) in Electronics and Communication Engineering from Jawaharlal Nehru Technological University (JNTU), Anantapur – (Sep 2009 – July 2013).

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