Harpreet is available for hire
Hire HarpreetHarpreet Arora
Verified Expert in Engineering
Salesforce Developer
Toronto, ON, Canada
Toptal member since April 25, 2024
Bio
Harpreet is a results-driven Salesforce Revenue Cloud architect with over 15 years of experience implementing, administering, and optimizing Salesforce solutions, including quote-to-cash, Agentforce, Salesforce Sales Cloud, and Salesforce Experience Cloud. He's adept at translating business requirements into functional solutions and driving successful project outcomes. Harpreet has a proven track record of streamlining processes, reducing product complexity, and improving system performance.
Portfolio
Talkdesk
Salesforce CPQ, Salesforce, Salesforce Sales Cloud, NetSuite, Zuora...
Okta
Salesforce, Salesforce CPQ, Salesforce Sales Cloud, CPQ...
Finastra
Salesforce Sales Cloud, Salesforce CPQ, Salesforce, Business Analysis...
Experience
- Salesforce - 10 years
- Salesforce Sales Cloud - 9 years
- Business Cases - 9 years
- Business Analysis - 7 years
- Salesforce Experience Cloud - 7 years
- Salesforce Service Cloud - 6 years
- Salesforce CPQ - 6 years
- Integration - 4 years
Preferred Environment
Salesforce CPQ, Salesforce, Integration, Salesforce Experience Cloud, Apex, APIs, API Integration, APEX Code, AI-generated Code, Salesforce Agentforce
The most amazing...
...project I've led is the automation of an entire quote-to-cash process for non-enterprise prospects, eliminating the need for manual intervention.
Work Experience
Salesforce Architect
2022 - 2024
Talkdesk
- Designed and orchestrated the end-to-end implementation of a self-serve revenue stream with zero human intervention using Salesforce CPQ and a NetSuite integration.
- Migrated the records system from Zuora to Salesforce successfully.
- Implemented a process to capture a new trial request.
- Worked on implementations involving CTI integrations where call center systems were connected to Salesforce.
Technologies: Salesforce CPQ, Salesforce, Salesforce Sales Cloud, NetSuite, Zuora, Integration, CPQ, REST APIs, Audits, APIs, API Integration, Salesforce API, Certified Salesforce Administrator, Gearset, Salesforce.com Administration, Reporting, Salesforce REST API, SQL, Data Migration, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, User Acceptance Testing (UAT), Product Ownership, Customer Experience, Salesforce, Salesforce Customization, Lightning Components, Key Performance Indicators (KPIs), Customer Relationship Management (CRM), Salesforce Sales Cloud, Technical Product Management, Custom CRM Modules, Objectives & Key Results (OKRs), Roadmaps, Salesforce Marketing Cloud, Visualforce Pages, Salesforce Experience Cloud, Salesforce Cloud Flow, Dashboards, Salesforce.com Data Loader, Sales Funnel, Leads, ChatGPT, Marketing, Google Analytics, Salesforce Einstein, Large Language Models (LLMs), Salesforce Reports, Salesforce Reporting & Dashboards, Architecture, Authorization, Gong, Qualified, Bulk API, Data Architecture, Data Transformation, Data Mapping, Salesforce SOAP API, Webhooks, Zoom, Salesforce DX, Salesforce Lightning, Salesforce CTI, Salesforce Service Cloud, Custom Reports, Salesforce Dataloader, Data Visualization, Data Cleaning, Trend Analysis, Salesforce SOQL/SOSL, Debugging, System Architecture, Deployment, AI-generated Code, Claude, Code Review, APEX Code, Apex, Lighting, Lightning Web Components (LWC), Business Strategy, Salesforce Knowledge, Stakeholder Interviews, Stakeholder Management, JavaScript, Salesloft, MuleSoft, Integrations, Oracle ERP, Salesforce AppExchange, Workday, Analytics, Workflow Automation, AI Tools, Automation, Workflow Optimization, Slack API, Slack, Pardot, Salesforce Pardot Form Handlers, Salesforce Agentforce
Salesforce Lead
2021 - 2022
Okta
- Implemented a solution successfully to show the net product's annual recurring revenue, excluding promotions and discounts.
- Consolidated the product catalog to reduce the total number of products from 15,000 to 4,500, helping decrease the product query time by eight seconds and prompting a quicker loading of the quote line editor.
- Led projects to integrate Altify, Outreach, and Clari with Salesforce.
Technologies: Salesforce, Salesforce CPQ, Salesforce Sales Cloud, CPQ, CRM Implementation (Salesforce), Salesforce Lightning, Audits, APIs, API Integration, Salesforce API, Certified Salesforce Administrator, Gearset, REST APIs, Salesforce.com Administration, Reporting, Salesforce REST API, SQL, Data Migration, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, User Acceptance Testing (UAT), Product Ownership, Customer Experience, Salesforce, Salesforce Customization, Lightning Components, Key Performance Indicators (KPIs), Customer Relationship Management (CRM), Salesforce Sales Cloud, Technical Product Management, Custom CRM Modules, Objectives & Key Results (OKRs), Roadmaps, Visualforce Pages, Salesforce Experience Cloud, Salesforce Cloud Flow, Dashboards, Salesforce.com Data Loader, Sales Funnel, Leads, Marketing, Google Analytics, Salesforce Einstein, Salesforce Reports, Salesforce Reporting & Dashboards, Architecture, Authorization, Gong, Bulk API, Data Architecture, Data Transformation, Data Mapping, Salesforce SOAP API, Webhooks, Zoom, Salesforce DX, Salesforce Service Cloud, Custom Reports, Salesforce Dataloader, Data Visualization, Data Cleaning, Trend Analysis, Salesforce SOQL/SOSL, Debugging, System Architecture, Deployment, Code Review, APEX Code, Apex, Lighting, Lightning Web Components (LWC), Business Strategy, Salesforce Knowledge, Stakeholder Interviews, Stakeholder Management, JavaScript, Salesloft, MuleSoft, Integrations, Oracle ERP, Salesforce AppExchange, Workday, Analytics, Workflow Automation, AI Tools, Automation, Workflow Optimization, Slack API, Slack
Salesforce Lead
2020 - 2021
Finastra
- Led the projects to integrate Altify, Outreach, and Clari with Salesforce.
- Created a lookup price rule to improve quote calculation response time and reduce quoting errors by 85%.
- Created product bundles to reduce the total number of products from 400 to 45.
Technologies: Salesforce Sales Cloud, Salesforce CPQ, Salesforce, Business Analysis, Business Cases, Audits, APIs, API Integration, Salesforce API, Certified Salesforce Administrator, Formstack, REST APIs, Zapier, Salesforce.com Administration, Reporting, Salesforce REST API, SQL, Data Migration, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, User Acceptance Testing (UAT), Product Ownership, Customer Experience, Salesforce, Salesforce Customization, Lightning Components, Key Performance Indicators (KPIs), Customer Relationship Management (CRM), Salesforce Sales Cloud, Technical Product Management, Custom CRM Modules, Objectives & Key Results (OKRs), Roadmaps, Salesforce Marketing Cloud, Visualforce Pages, Salesforce Experience Cloud, Salesforce Cloud Flow, Dashboards, Salesforce.com Data Loader, Tableau, Sales Funnel, Leads, HubSpot, Marketing, Google Analytics, Salesforce Einstein, Salesforce Reports, Salesforce Reporting & Dashboards, Architecture, Authorization, Bulk API, Data Architecture, Data Transformation, Data Mapping, Salesforce SOAP API, Webhooks, Zoom, Salesforce DX, Salesforce Lightning, Salesforce Service Cloud, Custom Reports, Salesforce Dataloader, Data Visualization, Data Cleaning, Trend Analysis, Salesforce SOQL/SOSL, Debugging, System Architecture, Deployment, Code Review, APEX Code, Apex, Lighting, Lightning Web Components (LWC), Business Strategy, Salesforce Knowledge, Stakeholder Interviews, Stakeholder Management, JavaScript, Integrations, Oracle ERP, Salesforce AppExchange, Workday, Analytics, Workflow Automation, Workflow Optimization, Slack API, Slack, Pardot, Salesforce Pardot Form Handlers
Salesforce Consultant
2019 - 2019
Orthotic Holdings
- Led and implemented the company's first CRM solution by successfully migrating data from different ERPs into Salesforce.com.
- Collaborated with the head of sales in the creation and implementation of a post-roll-out strategy that resulted in user adoption increasing from 0% to 70% in the first 45 days and 93% after 90 days.
- Provided onboarding training as well as routine refresh education and training, engagement and proactive communications to users, and related change management.
Technologies: Salesforce Sales Cloud, Salesforce CPQ, Business Analysis, Jira, User Stories, Audits, APIs, Certified Salesforce Administrator, Salesforce.com Administration, Reporting, Data Migration, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, User Acceptance Testing (UAT), Product Ownership, Salesforce, Salesforce Customization, Key Performance Indicators (KPIs), Customer Relationship Management (CRM), Salesforce Sales Cloud, Technical Product Management, Custom CRM Modules, Objectives & Key Results (OKRs), Roadmaps, Pardot, Visualforce Pages, Salesforce Experience Cloud, Salesforce Cloud Flow, Dashboards, Salesforce.com Data Loader, Salesforce API, Sales Funnel, Leads, Marketing, Salesforce Reporting & Dashboards, Architecture, Authorization, Bulk API, Data Architecture, Data Transformation, Data Mapping, Salesforce SOAP API, Webhooks, Salesforce Service Cloud, Custom Reports, Salesforce Dataloader, Data Visualization, Data Cleaning, Trend Analysis, Salesforce SOQL/SOSL, Debugging, System Architecture, Deployment, Code Review, APEX Code, Apex, Lightning Components, Lighting, Lightning Web Components (LWC), Business Strategy, Salesforce Knowledge, Stakeholder Interviews, Stakeholder Management, JavaScript, Integrations, Salesforce AppExchange, Analytics, Workflow Automation, B2C, Salesforce Pardot Form Handlers
Salesforce Consultant
2016 - 2019
Ceridian
- Integrated Salesforce.com with Pardot which helped to bring the marketing and sales team under one platform and improved the lead conversion rate by 5%.
- Migrated the entire Salesforce instance to Lightning.
- Automated the entire deal approval process, reducing the approval timeframe from 96 to 36 hours.
Technologies: Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce CPQ, Business Analysis, Audits, Certified Salesforce Administrator, Salesforce.com Administration, SQL, Data Migration, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, User Acceptance Testing (UAT), Customer Experience, Salesforce, Salesforce Customization, Customer Relationship Management (CRM), Salesforce Sales Cloud, Custom CRM Modules, Roadmaps, Salesforce Marketing Cloud, Pardot, Visualforce Pages, Salesforce Cloud Flow, Dashboards, Salesforce.com Data Loader, Salesforce API, Sales Funnel, Leads, HubSpot, Salesforce Reports, Salesforce Reporting & Dashboards, Architecture, Authorization, Data Architecture, Data Transformation, Data Mapping, Custom Reports, Salesforce Dataloader, Data Visualization, Trend Analysis, Salesforce SOQL/SOSL, Debugging, Deployment, Apex, Lighting, Business Strategy, Salesforce Knowledge, Stakeholder Interviews, Stakeholder Management, Integrations, Salesforce AppExchange, Analytics, Salesforce Pardot Form Handlers
Salesforce Business Analyst
2013 - 2016
Internation SOS Pte ltd
- Migrated customer and order data from legacy systems into Salesforce.
- Designed and created training material and conducted internal training sessions for business users on Salesforce technology functionalities.
- Led the sessions to analyze business processes to recommend and implement improvements.
Technologies: Salesforce, Business Analysis, Certified Salesforce Administrator, Salesforce.com Administration, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, User Acceptance Testing (UAT), Salesforce, Salesforce Customization, Customer Relationship Management (CRM), Salesforce Sales Cloud, Salesforce Experience Cloud, Dashboards, Salesforce.com Data Loader, Salesforce API, Sales Funnel, Leads, Salesforce Reports, Salesforce Reporting & Dashboards, Lighting, Apex
Experience
Salesforce CPQ Implementation
This project involved implementing Salesforce CPQ to automate the configuration, pricing, and quoting of complex product catalogs at Finastra. As a result, quote generation time was reduced by 50%, and quote accuracy improved significantly by eliminating manual errors and inconsistencies. The project also enabled sales representatives to create complex quotes with multiple product configurations and pricing options within minutes, leading to faster deal closure and revenue growth. In addition, the Salesforce CPQ implementation improved visibility into the sales pipeline and offered real-time reporting and analytics. It also enhanced collaboration between sales, finance, and operations teams by centralizing quoting processes within the system and enabling seamless communication and approvals.
Education
2011 - 2013
Master’s Degree in Business Administration (MBA)
Murdoch University - Perth, Australia
Certifications
OCTOBER 2025 - PRESENT
Salesforce Certified Agentforce Specialist
Salesforce
DECEMBER 2024 - PRESENT
Salesforce Certified Application Architect
Salesforce
JUNE 2024 - PRESENT
Salesforce Certified Platform Developer
Salesforce
FEBRUARY 2024 - PRESENT
Salesforce Certified Sharing and Visibility Architect
Salesforce
DECEMBER 2023 - PRESENT
Salesforce Certified AI Associate
Salesforce
OCTOBER 2023 - PRESENT
Salesforce Certified Business Analyst
Salesforce
MAY 2023 - PRESENT
Salesforce Certified Associate
Salesforce
DECEMBER 2021 - PRESENT
Salesforce Certified Experience Cloud Consultant
Salesforce
FEBRUARY 2021 - PRESENT
Salesforce Certified Platform App Builder
Salesforce
JANUARY 2021 - PRESENT
Salesforce Certified CPQ Specialist
Salesforce
APRIL 2020 - PRESENT
Salesforce Certified Service Cloud Consultant
Salesforce
OCTOBER 2019 - PRESENT
Salesforce Certified Sales Cloud Consultant
Salesforce
APRIL 2018 - PRESENT
Salesforce Certified Administrator
Salesforce
Skills
Libraries/APIs
REST APIs, Salesforce API, Salesforce REST API, Bulk API, Salesforce SOAP API, Slack API
Tools
Salesforce Sales Cloud, Salesforce CPQ, Gearset, Salesforce Marketing Cloud, Pardot, Salesforce Dataloader, Oracle ERP, Slack, Jira, Formstack, Visualforce Pages, Tableau, ChatGPT, Google Analytics, Salesforce Einstein, Zoom, Salesforce DX, Claude, Zapier
Languages
Apex, APEX Code, JavaScript, SQL
Frameworks
Lightning Components
Paradigms
User Acceptance Testing (UAT), Automation, B2C
Platforms
Salesforce, HubSpot, Salesforce SOQL/SOSL, MuleSoft, Salesforce Agentforce, Salesforce Experience Cloud, Salesloft
Industry Expertise
Marketing
Other
Business Cases, Salesforce Service Cloud, Business Analysis, CPQ, Salesforce Apex, SFDC Customization, Salesforce Lightning, SFDC Configuration, User Stories, Audits, APIs, Certified Salesforce Administrator, Salesforce.com Administration, Reporting, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, Product Ownership, Customer Experience, Salesforce, Salesforce Customization, Customer Relationship Management (CRM), Salesforce Sales Cloud, Custom CRM Modules, Salesforce Cloud Flow, Salesforce.com Data Loader, Sales Funnel, Leads, Salesforce Reports, Salesforce Certified Platform App Builder, Salesforce Reporting & Dashboards, Architecture, Authorization, Data Architecture, Data Mapping, Custom Reports, Data Visualization, Debugging, System Architecture, Deployment, Code Review, Lighting, Lightning Web Components (LWC), Business Strategy, Stakeholder Interviews, Stakeholder Management, Integrations, Salesforce AppExchange, Analytics, Workflow Automation, AI Tools, Workflow Optimization, Salesforce Pardot Form Handlers, Integration, Salesforce Community Cloud Certification, Salesforce Community, CRM Implementation (Salesforce), API Integration, Data Migration, Key Performance Indicators (KPIs), Technical Product Management, Objectives & Key Results (OKRs), Roadmaps, Dashboards, Gong, Qualified, Data Transformation, Webhooks, Data Cleaning, Trend Analysis, AI-generated Code, Salesforce Knowledge, Workday, HubSpot CRM, NetSuite, Zuora, Business Administration, Artificial Intelligence (AI), Large Language Models (LLMs), Salesforce CTI
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