Salesforce Admin/Developer with 6+ Years of Enterprise Experience

Karan Bhatt

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

Ph#: 267-***-****

Professional Summary:

Salesforce Admin/Developer with 6+ years of experience delivering enterprise CRM solutions across banking and financial services domains.

Strong experience across the Salesforce SDLC, including requirements analysis, design, development, testing, deployment, and production support.

Hands-on expertise in Apex development (Classes, Triggers, Batch, Scheduler, Controllers) with a strong focus on scalability and governor limit compliance.

Proven experience building and modernizing Salesforce applications using Lightning Web Components (LWC), Salesforce Flows, and Lightning Experience, while maintaining legacy Visualforce where required.

Extensive experience in Sales Cloud, Service Cloud, and Marketing Cloud, supporting sales, service, and customer engagement processes.

Strong background in Salesforce configuration and administration, including custom objects, validation rules, workflows, approval processes, security model, and data governance.

Experienced in Salesforce integrations using REST/SOAP APIs, Named Credentials, and secure authentication mechanisms.

Hands-on experience with CI/CD deployments using Copado, supporting controlled and auditable releases.

Expertise in data migration and data management using Data Loader and Import Wizard from legacy systems.

Proficient in SOQL and SOSL for efficient data querying and reporting across complex object relationships.

Experience working in Agile/Scrum and Waterfall environments, collaborating effectively with cross-functional teams.

Strong communicator and team player with excellent problem-solving skills and the ability to adapt quickly in fast-paced enterprise environments.

Technical Skills:

Salesforce Platforms

Salesforce CRM, Sales Cloud, Service Cloud, Marketing Cloud, Financial Services Cloud, Community Cloud, Lightning Experience

Development & Automation

Apex (Classes, Triggers, Batch, Schedulers, Controllers), Lightning Web Components (LWC), Salesforce Flows, Visualforce (Legacy), Workflow Rules, Process Builder

UI & Frameworks

Lightning Web Components (LWC), Lightning App Builder, Salesforce Lightning Design System (SLDS)

Data & Reporting

SOQL, SOSL, Reports & Dashboards, Data Loader, Import Wizard, Salesforce Workbench

Integration & Deployment

REST / SOAP APIs, Named Credentials, Copado CI/CD, Change Sets

Security & Access

Profiles, Roles, Permission Sets, Permission Set Groups, Field-Level Security, Sharing Rules

Methodologies

Agile / Scrum, SDLC, UAT Support

Professional Experience:

Client: Regions Bank Bloomington, IL

Salesforce Admin/Developer Mar 2023 – Till Date

Roles & Responsibilities:

Collaborated with business stakeholders to gather, analyze, and document functional and technical requirements for Salesforce CRM implementations.

Designed and developed scalable Apex classes, triggers, batch jobs, and schedulers, ensuring compliance with Salesforce governor limits and best practices.

Implemented record-triggered and screen Flows to automate case routing, approvals, notifications, and service workflows, significantly reducing Apex dependency.

Developed Lightning Web Components (LWC) using SLDS and Lightning App Builder to modernize UI and replace legacy Visualforce functionality.

Customized Service Cloud features to deliver a new customer support solution and enhanced existing Salesforce implementations.

Configured Named Credentials and REST API integrations to securely connect Salesforce with on-premise banking systems.

Managed CI/CD deployments using Copado, ensuring controlled and auditable releases across sandbox and production environments.

Implemented Permission Set Groups to simplify role-based access control and strengthen security governance.

Designed and maintained custom objects, validation rules, record types, page layouts, custom tabs, and related lists to support business processes.

Built Lightning dashboards and reports to monitor service KPIs, operational performance, and data quality.

Developed and customized Financial Services Cloud (AgentForce) to streamline agent onboarding, lead management, and client engagement workflows.

Integrated Sales Cloud with Marketing Cloud using the Marketing Cloud Connector to enable a unified customer lifecycle view.

Developed and executed email marketing campaigns using Marketing Cloud Email Studio in coordination with business teams.

Performed data mapping and migration from legacy systems using Data Loader, ensuring data accuracy and integrity.

Utilized SOQL and SOSL to query and retrieve data across complex object relationships.

Conducted unit testing and UAT support, including creation of test data to validate business rules and custom logic.

Provided post-production support by handling Salesforce Premier Support cases and resolving platform issues in collaboration with Salesforce support teams.

Client: Wells Fargo Charlotte, NC

Salesforce Admin/Developer Mar 2021 – Feb 2023

Roles & Responsibilities:

Analyzed business and technical requirements and designed Salesforce solutions by customizing standard and custom objects aligned with enterprise banking processes.

Developed Apex classes, triggers, and controller logic, ensuring efficient data handling while adhering to Salesforce governor limits.

Implemented workflow rules, approval processes, email alerts, and time-based automation, later migrating legacy automation to Salesforce Flows.

Led Salesforce Classic to Lightning Experience migration, optimizing page layouts, navigation, and user adoption.

Developed Lightning Web Components (LWC) using Lightning Design System (SLDS) to enhance user experience while maintaining required legacy Visualforce components.

Designed and customized Visualforce pages, custom objects, tabs, and components to meet complex business requirements.

Integrated Salesforce with external Java-based systems using REST and SOAP Web Services APIs, enabling secure real-time data exchange.

Designed and implemented Service Cloud features, including case management workflows and integrations.

Performed data mapping, migration, and large-scale data loads using Data Loader, supporting millions of records from legacy systems.

Deployed metadata across environments using Change Sets and Metadata API, supporting controlled releases.

Built and maintained reports and dashboards to support operational and management reporting.

Utilized SOQL and SOSL queries for efficient data retrieval across complex object relationships.

Supported Sales Cloud, Service Cloud, Chatter, Call Center, and AppExchange applications throughout the Salesforce development lifecycle.

Client: Capital One McLean, VA

Salesforce Developer Aug 2020 – Feb 2021

Roles & Responsibilities:

Gathered and analyzed business and technical requirements to design client-specific Salesforce solutions aligned with sales and service processes.

Designed and developed Apex classes, triggers, controllers, and extension controllers to support custom business logic while adhering to governor limits.

Utilized SOQL and SOSL within Apex to efficiently retrieve and manipulate data across standard and custom objects.

Worked extensively with Salesforce standard objects including Leads, Accounts, Contacts, Opportunities, Campaigns, Cases, and custom objects.

Implemented Process Builder automation to streamline lead-to-opportunity conversion and case management workflows.

Designed and configured approval processes to enforce compliance and multi-level business validations.

Developed validation rules and formula fields to improve data quality, consistency, and enforcement of business rules.

Created custom reports and dashboards to track sales and service performance metrics.

Developed Visualforce pages and controllers (Standard, Custom, and Extension) to support UI requirements where Lightning was not yet adopted.

Implemented workflow rules, email alerts, and field updates to automate standard and custom object processes.

Prepared data mapping documentation and performed bulk data loads using Data Loader from legacy systems.

Configured profiles, roles, permission sets, and field-level security to ensure proper access control and data visibility.

Client: Sun Life Financials Boston, MA

Salesforce Administrator Nov 2019 – Aug 2020

Roles & Responsibilities:

Performed day-to-day Salesforce administration and database maintenance, supporting sales, marketing, and product teams.

Created and managed custom objects, defining lookup and master-detail relationships to support business data models.

Designed and implemented time-dependent and time-independent workflow rules, including email alerts and field updates.

Configured record types, page layouts, sharing rules, and page-level customizations to support multiple business processes.

Managed profiles, roles, permission sets, and field-level security to ensure secure and compliant data access.

Created and maintained email templates and configured workflow-based notifications for standard and custom objects.

Performed data imports, updates, and exports using Data Loader, ensuring data accuracy and integrity.

Utilized Salesforce Workbench for data analysis, SOQL queries, and administrative troubleshooting.

Supported Sales Cloud, Service Cloud, and Community Cloud applications through ongoing configuration and maintenance.

Participated in Salesforce application setup and enhancements, aligning platform functionality with evolving business requirements.

Education:

Information Science and Technology Bachelor's Degree-2019

Temple University – Philadelphia, PA.

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